Saran Baskar

“If you believe what I’m saying and you buy the fund, that’s your problem.” - same disclaimer as Terry Smith applies

[Saran Baskar @_saranbaskar]

Clearest case of need for sovereign AI when a clear hegemon can block access as well as be on the offence no?

[elie @eliebakouch]

mythos will be bad ON PURPOSE on ai "frontier llm research" tasks, this is very very sad for the research community

also the fact that this is un purpose not visible to the user is crazy

[Oliver Groß @minenergybiz]

yikes

[Sam Stoffel @sam_stoffel]

I come back to this speech every once in a while:

“in the 1,526 singles matches I played in my career, I won almost 80% of those matches

… what percentage of points do you think I won in those matches?

only 54%.”

[sysls @systematicls]

Anthropic's move to limit capability in certain areas seem like a farce.

1) Frontier labs like Anthropic risks releasing a product that helps competitors get better. So, to reduce the probability of that, Anthropic simply hides behind the guise of safety to blunt capabilities in any areas that they deem would be beneficial to a competitor. E.g. RL environments.

2) Mark a set of verticals that benefit greatly from intelligence (e.g. biology, mathematical, safety, AI research), and say that these are too dangerous for the public to handle.

BUT if you are an enterprise and join our coalition, you get access to it. Allows them to charge enterprise pricing to the organizations that have the means to pay.

Also drastically reduces the probability of a distillation attack on the exact verticals (areas) that matter the most, since this allows them to know exactly "who they are dealing with".

--
Safety is the guise AI labs will hide monopolistic actions under.

[Saran Baskar @_saranbaskar]

😂😂😂

[nhu @maisonlongan]

the US fucked up so bad you got footy fans on here defending a referee

[Saran Baskar @_saranbaskar]

Interesting but not entirely unexpected. Won’t share IP and tech with the “masses”. Clear “who will watch the watchmen” vibes here

[elie @eliebakouch]

mythos will be bad ON PURPOSE on ai "frontier llm research" tasks, this is very very sad for the research community

also the fact that this is un purpose not visible to the user is crazy

[Blueprintsmb @blueprintsmb22]

Got it.

[Eliant Capital @eliant_capital]

"NetScape IPO will be the top"

"Yahoo IPO will be the top"

"Amazon IPO will be the top"

"Ebay IPO will be the top"

"Globe,com IPO will be the top"

[janeo @janeo1934]

Jeremy Grantham:
💀💀💀

[Lake Cornelia Research Management @CorneliaLake]

The younger person sees something like this and has no concept that the older person has seen “some version of this” attempted multiple times…and each time it was hated by public markets. This isn’t to say a roll up of [maybe] low decline legacy brands doesn’t work on a spreadsheet or in private markets. It is to say that for the same reason that public markets will overvalue growth, they will [at best] undervalue something like this. Once a deal like this breaks - a rollup dependent on a robust valuation / low cost of capital - it dies. Never try to “lean against the wind.” $BSP

[Paul Enright @pmje73]

People -> Ideas -> Products -> Businesses - > Stocks - > Sectors -> Macro -> Markets

The skills most needed today to really make money in this mkt are towards the beginning and end of that flow diagram while ignoring the math you learned and clinged to from a book or in school in the middle of it.

[Saran Baskar @_saranbaskar]

“Can you imagine being an early investor in meta and google?”

Man this just screams of Reliance Power type pump, but what an incredible time to be alive.

[The_Real_Fly @The_Real_Fly]

"BUYING SPACEX, OPENAI AND ANTHROPIC AT IPO WILL BE LIKE BUYING $AMZN, $GOOG OR $META IN THE EARLY DAYS."

[Saran Baskar @_saranbaskar]

And eventually get that china P/E

[Eliant Capital @eliant_capital]

If you can’t beat China, mine as well join them

[Saran Baskar @_saranbaskar]

Economics of the AI Supercycle - PSA - decent intro for a newbie like me

https://t.co/aQBNtqs2IP

[Thomas Fazi @battleforeurope]

Crazy that this is getting barely any coverage. This year’s European Press Prize was just awarded to an investigative report by the Dutch newspaper De Volkskrant. It is entitled “What the Wounds Tell” and in it the journalists Maud Effting and Willem Feenstra document the cases of 114 children in Gaza under the age of 15 who were struck by a single bullet to the head or chest. Almost all of them died or were left severely disabled. They chose to document only the cases of boys and girls under the age of 15 (though often much younger: aged 3, 4 or 7) because these are children who can be immediately identified as such. “A single bullet in these parts of the body is a clear indication that these children were deliberately targeted“, the two journalists write.

This is the article: https://t.co/YkZrpqBWBQ

[Saran Baskar @_saranbaskar]

Readers added context 😂😂😂

[Doc Strangelove @DocStrangelove2]

>foreign nation

[Saran Baskar @_saranbaskar]

Wish I had seen this a lot earlier than I did

[Steve Burns @SJosephBurns]

“If all the news is great and the stock is not acting well, GET OUT -- which is a pretty simple thing most analysts don't know.”

— Stanley Druckenmiller

[Chairlift Capital @ChairliftCap]

The voting machine is really kicking the weighing machine's ass lately

[Saran Baskar @_saranbaskar]

Lead left ftw - look forward to the 100x rev jump in 6 years.

[*Walter Bloomberg @DeItaone]

GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030

Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.

AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.

[Saran Baskar @_saranbaskar]

Decent book