ayjay

|Fixed Income Sales / Long-Term Investor|🏀|Sko Buffs|

[ayjay @ayjayg_15]

Woah Nelly there she goes!!!!!! $AMZN

[ayjay @ayjayg_15]

@acemoney21 take a walk, have a boge, and get some fresh air

miss u

[ayjay @ayjayg_15]

@acemoney21 Go for a walk brother. You got an hour till fed. Feels like you are on tilt

[ayjay @ayjayg_15]

@JoshEberley Kuzma talking about topics you aren’t educated on. Sit this out and stick to posting your nonsense ball takes

[ayjay @ayjayg_15]

@grohnation @Yankees @Padres @JeffPassan @TMKSonYES @JackCurryYES This guy is a must follow. Never wrong. His friends call him DaSource even though we have no idea who he gets his intel from. Always puts it in writing too. Check his track record.

Welcome to the Yankees Mason!

[ayjay @ayjayg_15]

@celtics Knicks highlights on Celtics twitter account. We own you guys

[ayjay @ayjayg_15]

You don’t hate guy enough

[Mayor Zohran Kwame Mamdani @NYCMayor]

Benjamin Netanyahu is a war criminal.

[ayjay @ayjayg_15]

@LoganPaul Fakest shit ever and you are beyond wack

[ayjay @ayjayg_15]

@JonMetler LOL

[ayjay @ayjayg_15]

@NBA_NewYork I fully believe this dude has potential to be a third center on the roster

[Nick shirley @nickshirleyy]

🚨 Here is the full 53 minutes of my crew and I exposing New York fraud, we uncovered over $190,000,000 in fraud as these fraudsters use the elderly and needy to commit fraud through adult and personal home care scams in NYC. Your tax dollars are paying for elderly Koreans and Chinese to play ping pong and do tai chi, while the fraudsters give $ kickbacks to those who enroll. Like it and share this video, the fraud must STOP.

We ALL work way too hard and pay too much in taxes for fraudsters to steal from our pockets. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians. Time is up.

EXPOSE IT ALL AND END THE FRAUD.

[ayjay @ayjayg_15]

https://t.co/FB3GZBi0j2

My favorite piece of sports content ever

2026 NBA Champs!!! NEW YORK KNICKS

[ayjay @ayjayg_15]

@BillSimmons COPE HARDER!!! PG TO THE CELTICS!

BRAD GOT FLEECED

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[ayjay @ayjayg_15]

$TSLA crushed delivery expectations

Funny how the same bears who spent past quarters warning about “slowing demand” are now saying deliveries don’t matter

The goalposts keep moving

[ayjay @ayjayg_15]

AT LEAST THE CELTICS KEPT HUGO @BillSimmons

[ayjay @ayjayg_15]

@stoolpresidente Knicks broke Boston !!!!

[ayjay @ayjayg_15]

NEED TO HEAR @BillSimmons cope with this and then talk himself into this!!!! EPIC!!

WE. BROKE. BOSTON.

[ayjay @ayjayg_15]

@lbf_mas The best

[ayjay @ayjayg_15]

@EverythinKnicks To be fair he retired because he wasn’t making the team over Landry