Jake – 🇺🇸/acc

founder. engineer. poet. kid at heart.

[Jake – 🇺🇸/acc @WeedleChamp]

Autistic with a chip on my shoulder

[Jake – 🇺🇸/acc @WeedleChamp]

@iaindunning @tracyalloway @TheStalwart Great talk. Not enough visible people in finance have deep experience with the AI power tools

As a power user, I feel extremely limited by context and see the case for 100x more. I've been long memory since last fall for this reason.

Do you have thoughts on the memory cycle?

[Jake – 🇺🇸/acc @WeedleChamp]

@boywithnolegs Sonic goes hard

[Jake – 🇺🇸/acc @WeedleChamp]

@waitbutwhy I lost a wee bit of respect for you.

Revealing yourself angel in round 2 is pretty solid evidence. You got played so easily. Sad trombone.

[Jake – 🇺🇸/acc @WeedleChamp]

@hthieblot @gregisenberg invest in someone using AI to bring it back

[Jake – 🇺🇸/acc @WeedleChamp]

@hthieblot @baaadas Slay the spire 2

[Jake – 🇺🇸/acc @WeedleChamp]

@amasad @garybasin There is a big trade to be had as Wall st hasn’t caught up to this fact. They seem to think ANT is miles ahead of OAI.

Oracle, SoftBank, and others primed
To benefit

[Jake – 🇺🇸/acc @WeedleChamp]

@levelsio @MaxRovensky It’s not polite to yuck someone’s yum

[Jake – 🇺🇸/acc @WeedleChamp]

@peterwildeford Overrated. It was underrated when claude code came out and again in Nov/Dec.

They were far ahead in capabilities and growth took awhile to catch up to that fact.

Now OpenAI has come back to reach ~parity in offerings and I expect soon revenue

[Jake – 🇺🇸/acc @WeedleChamp]

@MikeZaccardi @FactSet I had ChatGPT make me a better chart. You're welcome.

[Jake – 🇺🇸/acc @WeedleChamp]

Our 51st state coming back to kiss the ring as they enter a recession and we enter an economic boom.

You love to see it.

[Reuters @Reuters]

Canadian Prime Minister Mark Carney called for a ‘new partnership’ with the United States to ‘help make America great again’ https://t.co/r3qMc6qzpu

[Jake – 🇺🇸/acc @WeedleChamp]

Up ~600% on these. the cope on @CNBC is hilarious.

If these guys are so smart, why didn't they buy in at $200 or $300? They need to eat some humble pie.

[Jake – 🇺🇸/acc @WeedleChamp]

Me buying more $MU leaps at close

♫ But I will go down with this ship
And I won't put my hands up and surrender ♫

https://t.co/hOGEpxD9vX

[Jake – 🇺🇸/acc @WeedleChamp]

@zacharynado The Olympics was once just oily Greeks wrestling each other

Lighten up

[Jake – 🇺🇸/acc @WeedleChamp]

@fkronawitter1 This is an obvious level one take

The only interesting question comes when you balance it against growth in demand

We can get 2 OOM more efficient and still need 4 OOM more

Context is still quite the limiting factor and we're at ~1% agentic penetration

[Jake – 🇺🇸/acc @WeedleChamp]

@BenBajarin Only by about 2 orders of magnitude

The insane things are:

A They think they're being bullish

B. > Half of the AI companies are bankrupt under their model

[Jake – 🇺🇸/acc @WeedleChamp]

@addyosmani @nathanclark_ @theo Gemini in sheets is a tragedy

Please fix it for the love of god

[Jake – 🇺🇸/acc @WeedleChamp]

This is the future. This is so much more important than people realize

[Justine Moore @venturetwins]

I got to "play" a world model in real life.

The @GoogleDeepMind folks set up a crazy demo for Genie.

You select glowing orbs to represent your scene and character. It loads the world in the model, and you navigate with joysticks like a video game 🕹️

[Jake – 🇺🇸/acc @WeedleChamp]

@Austen @michalmalewicz It’s honestly shocking to see how many likes it has

This stupidity will morph to socialism over time as they become bitter from being left behind

[Jake – 🇺🇸/acc @WeedleChamp]

@OddStats YEA

[Jake – 🇺🇸/acc @WeedleChamp]

@dwarkesh_sp @Jesse_Livermore You are so close, but you’ve come to the wrong conclusion

The powerful ARE intelligent in ways that are systematically misunderstood and underweighted

Trump is Einstein on some under appreciated axis of intelligence

Uncomfortable, but true nevertheless

[Jake – 🇺🇸/acc @WeedleChamp]

That the finance bros think they know more than the big tech CEOs & boards will never not be funny to me.