Andy Bui

[Andy Bui @andy_bui]

😳

[Matthew Prince 🌥 @eastdakota]

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa

[Peter H. Diamandis, MD @PeterDiamandis]

If you think SpaceX is a rocket company with an internet business, you're basically valuing Amazon on book sales in 2005.

[@jason @Jason]

Business AI is here.. for your business! 😂

[Andy Bui @andy_bui]

@somefoundersalt Same vibe as this Cuban guy 😂

[Andy Bui @andy_bui]

X should have an international bookmark day and then only showing what you have bookmarked on your feed

[GREG ISENBERG @gregisenberg]

Bookmarking tweets and not going back to them has become an epidemic

[kache @yacineMTB]

I stopped explaining that datacenters use water in a closed loop. I just nod, purse my lips and say "yeah its really bad". What's the point

[Marco De Donno @stonksandgoats]

@citrini What it means for the Korean economy and people when Samsung and SK Hynix are about to pay $430 BILLION in taxes in FY26-28.

That's half the Korean public debt.

[Black Forest Labs @bfl_ai]

Martin Scorsese is an advisor to Black Forest Labs.

He's spent six decades shaping how the world sees stories. Now he's helping us shape visual intelligence with human taste and craft at the center.

We sat down with him for a working storyboarding session using FLUX.

[Sergey Alexashenko @SAlexashenko]

Google equity raises

[Andy Bui @andy_bui]

@ImTheMarkyMark @RealSimpleAriel https://t.co/H5tKx3ZTli

[Andy Bui @andy_bui]

@jaminball Also means Anthropic is really short on compute

[Andy Bui @andy_bui]

@citrini @zephyr_z9

[David Sacks @DavidSacks]

Apollo’s Chief Economist: Zero Evidence of AI-Related Job Losses

[Andy Bui @andy_bui]

$KOSPI need to top out in order for the degen Korean retails to get back into crypto

[Jimmy Heaters @CathPoaster]

right monitor is 20 codex instances. left monitor has situational awareness on autoscroll. center monitor is my word doc mainfesto. two keyboards, one for both hands. left airpod is dwarkesh x eric jang, 3x speed. right airpod tchaikovsky. meta quest 3 overlays my HUD: heart rate, words per minute, blood caffeine content. one assistant hooks me to an iv of chinese peptides, cocktail. the other feeds me kimchi. my unitree robot steps in when my posture slouches. blue light beams down on me in my herman miller chair. efficiency. no wasted movement. no wasted thoughts. think you can keep up with me? good luck. this is just for my morning emails.

[Andy Bui @andy_bui]

“Everyone should know about that already” is a bear case

[amit @amitisinvesting]

You know what I’ve started to really think about…

In 2008, those that called the housing crisis had something that the entire stock market did not have: data around the housing crisis.

Now, the data was available to the entire market, but only a few people chose to deeply study it and interpret what could happen.

In today’s AI driven stock market, the only way for there to be a 2008 like crash is if there is something underneath the surface that the market is completely ignoring.

That would have to be the smoking gun that someone finds out about and can then use to determine what would crash the entire rally.

But…isn’t everyone already looking for that?! Like, aren’t people obsessed with trying to find out how the bubble pops?

We have people daily dedicating every bit of their research to find out how this breaks. Every argument, whether it’s circular funding or capex slows down or higher inflation etc is theorized about daily.

It’s almost like we have so many people afraid of the dot com bubble happening again that there is an OVER emphasis on all the things that can go wrong (which is healthy) and as a result, every massive bear case is already out there…already discovered…already priced in.

Which means that if every market participant is analyzing every single thing that could go wrong, there is going to need to be a REALLY good and original bear argument for things to go bad.

Everytime you hear a bear case, it should be more original and something you haven’t thought of because if not, it might have already been discovered and not actually be a bear case.

[Andy Bui @andy_bui]

🤣

[Crowded Market Report @Crowded_Mkt_Rpt]

The Big Short was a great movie. But it is responsible for more people losing money in the market than any movie in history.

[Marc Andreessen 🇺🇸 @pmarca]

Overheard in Silicon Valley: “If Elon is right that consolidating into only one planetary civilization is a supremely bad idea because it radically increases the risk of the total collapse of human civilization, there should obviously be a triple hedge against one borg cube civilization, against one reprimitivized civilization, and a bipolar world pitting the too online against the too offline. Europe should actually be encouraged to regrow its medieval roots and flowers.”

[Ray Dalio @RayDalio]

It is unacceptable to use your personal influence to help someone get a job because doing so undermines the meritocracy. It's not good for the job seeker, because it conveys they did not really earn it; it is not good for the person doing the hiring, because it undermines their authority; and it is not good for you because it demonstrates you will compromise merit for friends. It is an insidious form of corruption and it must not be tolerated. #principleoftheday