Missionaut

[Missionaut @_Missionaut]

@satyanadella go ahead. End ai. You got this, be strong. Skip the token economy. It’s a no moat compute commodity. Stop the spend.

[Missionaut @_Missionaut]

@ModernDayInves Like what can they do stop spending? Fucked. Spend? There will be no return. Fucked. Make software? It’s fucked. Run azure for open source models? Sure it’s constrained and there are shortages meaning Capex. It’s fucked. For something that makes them nothing. It’s fucked.

[Missionaut @_Missionaut]

@ModernDayInves Realized $340k in losses in 14 days.

I can not figure out for the life of me how they are going to monetize AI. I’m like going crazy pen and paper bc im mad I was such a bull. I genuinely don’t see a way out for the hyperscalers. It’s fucked. The Capex is fucked. Ai is real.

[Missionaut @_Missionaut]

@MsVeilMoney Admittedly they are ahead of everyone in thinking. They see where the market is going at token costs plummet and open source models are making an impact. Usage billing and all. Just think deep into the trade. Microsoft is good, I think watts are the more pure play. Token per watt

[Missionaut @_Missionaut]

@FinanceLancelot USG failed here. Microsoft singlehandedly killed the AI trade within a month. Market will crash. Capex spend is about to be cut the moment USG restrictions of Chinese models start. It’s over boys. Microsoft isn’t gunna let someone take their business

DeepSeek moment v2

[Missionaut @_Missionaut]

@StockSavvyShay That’s what you get. You make them commit to invest in the Us.. then the money builds out the data canters and foundries. But @realDonaldTrump forgot to protect the people who were supposed to win. The mag7 Americans savings. Most of them have been in a bear market for 6 months

[Missionaut @_Missionaut]

@juliarturc The answer is Anthropic is losing money. OpenAI is losing money. Models will be distilled. subsidizing a generalized frontier model that will eat the world only to be distilled later while all your IP was eating by it.

Nahhh. He is right. Captain of it now

[Missionaut @_Missionaut]

@RiverKhan Brain dead take. You’re acting like Anthropic and OpenAi are profitable lmfaooooo. God damn people are actually retarded. It’s over for them. They are going to have to switch to usage billing for a generalized model and get undercut by distilled versions. Actual smooth brain.

[Missionaut @_Missionaut]

@RyeNotBerben @Nexuist It is the most bullish statement since investing in OpenAI.

$550+ locked.

[Missionaut @_Missionaut]

@Jake__Wujastyk Gunna absolutely catch a bid. Satya let the secret out the bag. Orchestration layer and with ai procurement is the value.

They have the ecosystem. So do other SaaS companies. Watch. MSFT Google and Amazon this week. They are about to catch unbelievable bids.

[Missionaut @_Missionaut]

@The_RockTrading V shape recovery. Satya literally got us completely rerated. We’re the captain now.

SaaS trade back in our favor. Capex justified. Iran war offer. Shabang

[Missionaut @_Missionaut]

@Dwayne75 @pdicarlotrader You’re not getting that having the models isn’t gunna be the business.

Leave the model makers to make intelligence. They even have 27% of OpenAi and MAI.

Leave the someone like Microsoft to fulfill the procurement layer of ai.

That layer is the ai operating system.

[Missionaut @_Missionaut]

@Glitch_Trades Everyone tried to be smart and rotate from Microsoft to meta. They shoulda just stayed with Microsoft haha

[Missionaut @_Missionaut]

@usxrerr0r @jtsla4 Will Microsoft pull a market then? Please I need.

[Missionaut @_Missionaut]

@Amarillo_Slim1 @MartinShkreli My assumption is: oh OpenClaw. It’s an agent. People buy a Mac mini for it. 1:1. I agree, it’s partially a lie.

[Missionaut @_Missionaut]

What do you think of this space Scapelike #MMORPG?

Discord: https://t.co/1FQRS572Zs

[Missionaut @_Missionaut]

@XStreetCapital Hurts so bad

[Missionaut @_Missionaut]

@Tsla2k It’s an obvious win in my opinion. Too much solid news confirmed today at Barclays and from tech reviews on B580. Would have been nice to get in this morning or yesterday, but it’s clear it’s only up from here.

[Missionaut @_Missionaut]

@mumumelon3 @SKundojjala Not at all, but it does sound very good for Intel products and our brand.

[Missionaut @_Missionaut]

@PGelsinger I’m doing it Pat. I’ve lasted 11 hours and 30 minutes. My losses have halved. My stomach is growling. Does coffee count? Thank you 🙏 Go Intel!