Neo Patel

Tech and investments interspersed with some commentary on the golden age of AI, Robotics. (bag/holder)
Goal: Beat $NDX returns over the next 15 years.

[Neo Patel @CapitalPatel]

I want to revise this statement.

We have the new MAG 8:
Alphabet, Tesla, Microsoft, OpenAI, xAI, SpaceX, Netflix, Nvidia

Alphabet showed us yesterday that AI is their future. Gemini is eating Google and from everything I saw yesterday they will be successful. Tesla is leading in Physical AI. Microsoft is leading in enterprise AI AND has a huge stake in OpenAI. Sam is playing four dimensional chess. With Ive's team he will now build consumer hardware effectively becoming the new Apple. xAI is becoming a strong contender on the AI front and with X and other consumer products will give a fight. SpaceX literally has NO competition. Same with Netflix. Jensen is keeping Nvidia on top of the game.

Three of these are private companies, and OpenAI's corporate future is still in doubt with the dropped transition from non-profit to for-profit.

IMHO, Apple, Amazon, and Meta are left behind in this AI transition. Cook just cooked Apple - no innovation, no direction, just financial engineering for years. Amazon's DNA is simply not the right one for this era. They needed to make a HUGE leap of faith bet on AI and their culture simply prevented it. Meta wasted too much time and attention on AR/VR and simply don't have enough of the infrastructure to succeed into new product categories.

[Neo Patel @CapitalPatel]

We are going from Mag 7 to Mag 3 - ATM ©️™️ ( $GOOG, $TSLA, $MSFT ). Together they have infinite TAM (see what I did there 😂). You can take this to the MAT.

[Neo Patel @CapitalPatel]

@EconstratPB @reallyoptimized @gregmushen Absolutely. Just let me know the dates.

[Neo Patel @CapitalPatel]

@EconstratPB @reallyoptimized @gregmushen Bullshit. Can't do 17K steps with 20 minute walks. Unless you are taking the dog to a park and throwing the tracker on it. 😂

[Neo Patel @CapitalPatel]

@reallyoptimized @gregmushen Bruh 😂

[Neo Patel @CapitalPatel]

@NickWoolos Don't do it bro! I am back.

[Neo Patel @CapitalPatel]

@EconstratPB @DanRyan007 Even better. Tell them you are a Patel. They will give you security detail.

[Neo Patel @CapitalPatel]

@EconstratPB @DanRyan007 Keep it simple. Tell them you are Indian. I can teach you some basic Gujarati. You’ll be all set.

[Neo Patel @CapitalPatel]

@kkmaway Skills is also providing “skillz”, essentially programming using natural language. Bigger context windows means models able to take on more complex skillz. Think of this in organizational sense. line manager -> plant manager -> executive.

[Neo Patel @CapitalPatel]

@kkmaway Skills is also providing “skillz”, essentially programming using natural language. Bigger context windows means models able to take on more complex skillz. Think of this in organizational sense. line manager -> plant manager -> executive.

[Neo Patel @CapitalPatel]

@kkmaway Solving bigger and more complex problems. Exponential progress.

[Neo Patel @CapitalPatel]

@EconstratPB Every company will now switch focus to driving down opex because for the first time it’s feasible to make strides there. EPS galore. Those who don’t will be killed by new entrants that are AI first companies. Get ready for the craziest decade.

[Neo Patel @CapitalPatel]

@kkmaway Patels go wherever there is gold rush!

[Neo Patel @CapitalPatel]

@EconstratPB @kkmaway @stevehou Hey man. Gotta be at Beaches with Kids.

[Neo Patel @CapitalPatel]

@EconstratPB @kvassily Vegetarian only.

[Neo Patel @CapitalPatel]

Time to buy more $GOOG.

[Neo Patel @CapitalPatel]

@stevehou I was referring to Ben’s comments. It’s a fantastic tool that you can use to create brilliant stuff. It’s not structurally going to “average” as he says.

[Neo Patel @CapitalPatel]

Operator error.

[Steve Hou @stevehou]

This is spot on. Ben Affleck’s characterization of AI very much matches my experience as an average quant coding person who uses AI day in day out. I don’t think “have something close to AGI” as impressive as Claude is. Fundamentally, “it’s just a tool”.

[Neo Patel @CapitalPatel]

@EconstratPB @sdav1986 @TheSpeculator0 I also like the infused water 😀

[Neo Patel @CapitalPatel]

Folks, it is time to pray for the Persians. Hard. May the lion roar again!

[Neo Patel @CapitalPatel]

Utter lunacy. What do people expect.

[KanekoaTheGreat @KanekoaTheGreat]

BREAKING: Video shows Renee Good’s vehicle blocking ICE agents for over 3 minutes as she’s dancing to her own car horn.

[Neo Patel @CapitalPatel]

@NickWoolos