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Wise Eye 👁️

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@labubu_trader @P14Capital Did Taiyo Yuden ever raise price after that?

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@shunv009 @grok bgm是什么歌

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@aleabitoreddit Any views on https://t.co/fVd8ApDFN8 智谱？Their coding LLM is proven to be superior to Chinese peers and co is very close to signing GPU leasing deals with a few major aidc operators

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People overthinking about Aschenbrenner’s moves… they could be only OTM options that cost very little in premiums to protect against tail events during Iran situation… Might have been lifted already

[dylan ツ @demian_ai]

> be Leopold
> german kid, both parents doctors
> parents meet because the wall comes down
> enroll Columbia at 15, valedictorian at 19
> write an existential-risk paper as a teenager
> Tyler Cowen sees it, sends you a check
> Oxford Global Priorities Institute
> econ growth research before you can legally drink stateside
> SBF Future Fund (pre-rug)
> meet your fiancée there
> she becomes chief of staff to Dario Amodei
> her: Anthropic you: OpenAI
> dinner_table_NDA.txt
> join Superalignment with Ilya
> write memo to the board: China will steal the weights > get fired sixty days later
> they call it a leak you call it retaliation lol
> 2 months later drop a 165-page essay
> "AGI by 2027"
> "trillion dollar clusters"
> "beat China or get cooked"
> ivanka_quote_tweets_it.png
> a few hundred people in SF actually get it
> you are one of them
> raise from the Collison brothers, Nat Friedman, Daniel Gross
> open Situational Awareness LP
> CIO at 22
> not buying NVDA buying the electricity that powers god
> bloom_energy.csv
> the optics nobody charts
> bitcoin miners pivoting to AI hosting
> $225M to $5B in twelve months
> 13F drops this morning
> $13.67B disclosed, 42 positions
> $7.46B in fresh puts on every semi on earth
> $SMH $NVDA $AMD $AVGO $ORCL $MU $TSM $ASML $INTC
> the timeline loses its mind
> "Leopold called the top"
> retail copy-trades the PDF
> semis open red
> notional is not delta
> a 5-delta crash put prints at full face value
> outright shorts do not print at all
> the filing is from March 31
> today is May 19
> seven weeks of trading you cannot see
> calendar you cannot delay audience you cannot deny > file_the_truth.zip
> trade_the_reaction.exe
> meanwhile semis are half the S&P's year
> Koreans maxing margin into chips at 60
> the marginal NVIDIA buyer is a retired dentist in Busan
> already the AI prophet hedge fund chad
> the_engagement_ring_is_an_H100.gif

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Situational Awareness latest 13F dropped on SEC official website. He bet bigger in the following optical names

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@aleabitoreddit Is it an implicit bet on Ayar Labs having a significant share in CPO value chain?

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$2513.HK Zhipu GLM5.5 is achieving AGI status

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Wow $NVDA just praised https://t.co/fVd8ApDFN8 GLM 5.1 as the top choice coding LLM!!!

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@Million_Sancet Why the stock behaves so oddly? Seems they’re not that big in t-glass (mainly nittobo)

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@SkylerMiao7 对股价最近落后GLM怎么看！？

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@Mayhem4Markets Why do you think Minimax stock price lagged GLM that much?

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@MiniMax_AI How does it compare with glm 5.1 @grok

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@SkylerMiao7 Is it delayed

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@SkylerMiao7 Possibility to release m3 sooner in early April?

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Hong Kong listed LLMs are the only pure play for AI Agent economy. MiniMax https://t.co/xK7bLisokG is by far the leading LLM provider and Knowledge Atlas (Z-ai) https://t.co/fVd8ApDFN8 is set to announce a series of ground breaking products in the coming weeks (days).

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@jukan05 @grok price increase in 2Q vs 1Q26?

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$APP 1) Anthropic partnership coming soon, 2) TikTok core team to join

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$APP Anthropic partnership