madhu vishwanath

AI · Capital Markets

[Taylor @taycaldwell]

Announcing the 𝕏 MCP. 🖤

Use the 𝕏 API with any MCP-compatible AI tool using your own account’s permissions.

[Shanaka Anslem Perera ⚡ @shanaka86]

The worst oil shock in history just hit, and the price fell. Crude is cheaper today than the day before the war began, but only because the world quietly drained its emergency reserves to a 43 year low to keep it that way.

Start with the part that already sounds impossible. In March, Iran shut the Strait of Hormuz, the channel that carries one in five barrels on Earth. Brent crude tore past 120 dollars. The head of the International Energy Agency called it the worst oil supply disruption in history. Gasoline crossed 6 dollars a gallon in parts of California. Every model said this was the shock that breaks the world.

Now look at your screens and dashboards. Brent sits near 72 dollars and US crude near 69, lower than the day before the first strike, after falling more than 10 percent in a single week, with the strait still contested and drones still hitting ships. The most feared chokepoint on the planet did its absolute worst, and oil got cheaper.

Part of that is real and historic if you carefully check. The United States now pumps a record 13.7 million barrels a day and exports at full tilt, and OPEC is splitting apart, the United Arab Emirates quit the cartel in May and Iraq is now threatening to walk unless it gets a bigger quota. For fifty years a closed Hormuz meant a price spike the world could not escape. This time it never came. The cartel has lost its grip on the most important price on Earth.

But check closely what the calm is hiding. The price only looks tame because America spent its cushion to make it so. The tanks at Cushing, the delivery point for US crude, are nearly empty, the lowest since 2014. The Strategic Petroleum Reserve sits at its lowest level since 1983. Total US crude stockpiles are the thinnest since 1984. The government has already committed 172 million barrels out of the emergency reserve to hold the line. And the waiver that lets Iranian oil sail at all expires on August 21, with Tehran insisting only it decides who passes. The shock was not defeated. It was absorbed by burning through four decades of buffer, and the buffer is now gone.

The same blockade left one mark the headlines missed. It choked the fertilizer and sulfur leaving those same ports, spiking crop nutrient prices before they eased back, and Asia still draws two thirds of its ammonia from the region. One more closure drops that hit straight onto the food supply at planting season.

The honest caveat matters. If the strait stays open and the tanks refill, the fragility fades and this reads as a triumph of American supply. OPEC swears demand is nowhere near peaking. Fertilizer has already come back down. Reroutes and record US exports are absorbing the blow for now. None of it is settled.

But the shape is unmistakable. The fear premium that ruled oil for half a century died this spring, and that part looks permanent. What replaced it is quieter and more dangerous. The world did not beat the biggest oil shock in history. It put it on a credit card. Reserves drained to a 43 year low, an August deadline on the horizon, and a bill that comes due the moment the strait goes dark again.

[madhu vishwanath @d1g1pal]

@TheAhmadOsman Is this also valid for the EV industry? Like buying the latest Tesla?

[Lotto @LottoLabs]

This is basically localmaxxing Rentals response to shortages

Local models, hosted on local hardware

Obviously it’s not going to be perfect but there’s a lot of compute to squeeze out of individuals

And money to be made!

[Asimov @asimovinc]

We're not targeting profit on Asimov 1. It's $15k, which is what it costs to make. We're finalizing the first batch now. It ships this summer. https://t.co/DMIO7Qaj76

[Babyfolio @babyfolio]

Dylan from Nebius $NBIS made this really great dashboard that maps all the bottlenecks give it a read & try it out.

[madhu vishwanath @d1g1pal]

@CoastalFuturist Let’s gooo! I’m interested!!

[Invest Hyderabad @InvestHyderabad]

The use case of farmland is evolving. One example:

A Rent A Tree startup from Kochi lets people lease a mango tree and enjoy the entire harvest without doing any farming.

It operates farms in 3 states

Customers can rent a tree from ₹10,300 and receive up to 90 kg of naturally ripened mangoes.

Pick a tree online, farm managed by company and delivers Mangoes to your home

If such models scale, farmland monetisation will evolve rapidly

I strongly believe institutional capital will make land tokenisation reality in the next decade.

If that happens, we may see the next wave of millionaires coming from villages.

[The AI Investor @The_AI_Investor]

Rumor: Tesla is going to build its own EUV lithography machines because ASML is “too slow.” to supply to the new chip plant.

ASML currently produces <100 EUV machines per year.

Apparently that’s not fast enough for Elon Musk.

The new plan:

• 1,000 EUV machines per week starting 2027
• 10,000 per week by 2028

And since HBM memory is also a bottleneck, Tesla will casually build 10 new memory fabs in the next two years producing 5× the rest of the industry combined.

Meanwhile, Micron Technology, SK Hynix, and Samsung Electronics are panicking.

[madhu vishwanath @d1g1pal]

@TheAhmadOsman Spartan taco truck near SJSU!

[madhu vishwanath @d1g1pal]

@TrendSpider $AEHR 🚀 Currently obsessed with this opto-electronics play. Stock's ripping on those fresh AI orders, need TrendSpider to keep up with the chaos lol. Let's gooo!

[madhu vishwanath @d1g1pal]

@CalixAVelarde Refer

[Anas Alhajji @anasalhajji]

🛑ماذا يريد الرئيس ترمب؟ (أدناه بناء على تصريحاته)
🔰يريد أن يعيد صناعة الرقائق الإلكترونية وأشباه الموصلات للولايات المتحدة بدلا من إنتاجها في آسيا
🔰 يريد أن يبيع منتجات زراعية أميركية للهند، وهم أمر رفضه الهنود تمام.
🔰 يريد أن تقوم الشركات الآسيوية بتوقيع عقود غاز مسال طويلة المدة مع الشركات الأميركية وشراء المزيد من الغاز المسال الأميركي.
🔰يريد أن تقوم الدول الآسيوية بشراء المزيد من النفط الأميركي.

(أدناه بناء على استراتيجة الأمن القومي التي نشرت في شهر نوفمبر الماضي)
🔰الهيمنة على العالم تتم عبر الذكاء الاصطناعي ووفرة إمدادات الطاقة، (ولكن لاذكاء صناعي بدون طاقة)
🔰الهيمنة على العالم تتطلب أن تكون الطاقة رخيصة لشركات الذكاء الاصطناعي الأميركية ومرتفعة على الدول المنافسة.

🔸ماسبق يتطلب السيطرة على كل المضائق المائية. تمت السيطرة على قناة بنما، والبحر الأحمر بطرفيه، والآن مضيق هرمز للتحكم بتدفق وتكاليف مصادر الطاقة للدول المنافسة. والمتبقي الممر الشمالي القريب من القطب، وهذا يتطلب السيطرة على جرينلاند.

هل حقق ترمب الأهداف أعلاه؟ حققها كلها:
🪶وقف تصدير "الهليوم" من الخليج ضرب صناعة الشرائح الإلكترونية وأشباه الموصلات الآسيوية. الولايات المتحدة هي أكبر منتج للهليوم في العالم!

🪶وقف تصدير "الأسمدة" للهند، يضرب القطاع الزارعي في الهند. ولكن الأمر أكبر: صناعة الأسمدة داخل الهند تعتمد على الغاز والغازات السائلة من الخليج. هذه ضربت أيضا. هذا سيعطي ترمب فرصة لتحقيق هدف إجبار الهند على شراء المنتجات الزراعية الأميركية.

🪶وقف صادرات "الميثانول" من الخليج ضرب عددا من الصناعات في الصين وكوريا الجنوبية واليابان.

🪶اتضح الآن لكل الشركات الآسيوية ان المخاطرة على الاعتماد على "النفط والغاز المسال" من الخليج عالية، ومن ثم فإن التنويع يتطلب زيادة الاعتماد على النفط والغاز المسال الأميركيين. الولايات المتحدة هي أكبر منتج للنفط والغاز المسال في العالم.

🪶الآن اتضح أن ماحصل في فنزويلا وتكديس النفط الفنزويلي في المواني الأميركية كان للتعويض عن النفط العراقي الذي لن يأتي للولايات المتحدة بسبب إغلاق مضيق هرمز! كنت غبيا عندما اعتقدت أن ترمب وبيوت التجارة العالمية التي باعها النفط الفنزويلي يجدون صعوبة في تسويقه. إضافة إلى ذلك، هذه الشركات تبيعه الآن بضعف سعر الشراء!

🪶من خلال تقديم التأمين للسفن ومرافقة البحرية الأميركية لها في المضيق، هذا يعني أن ترمب أحتل المضيق بشكل غير مباشر وأصبح يتحكم بتدفق الطاقة للصين وغيرها، وتكاليف التأمين والحماية سترفع تكاليف النفط والغاز المسال المصدرين من الخليج. بعبارة أخرى، الهدف هو رفع التكلفة.

باختصار، ترمب حقق كل أهدافه باستخدام إيران كحجة، لهذا فإنه يتوقع أن تنتهي الحرب مع بقاء النظام الإيراني!

[madhu vishwanath @d1g1pal]

@MichaelCasino4 @colin_gladman ETFs are rigged. Didn’t make half the gains as USO today. I’m outta UCO. Booked my calls as well

[𝐃𝐚𝐯𝐢𝐝 𝐙 🇷🇺🇮🇪 @SMO_VZ]

BRILLIANT PIECE on IRAN !!!!!

Alon Mizrahi, an Israeli journalist, one of the most worthy Jews in the world:

"We are witnessing history. Iran, to everyone's surprise, is destroying American bases so thoroughly, on such a large scale, and so decisively that the world is not ready for this.

In 4 days, Iran has managed to expand its sphere of military dominance in the region. Iran has destroyed the most valuable and expensive military bases, property, and equipment in the entire world.

The American bases in Bahrain, Kuwait, Qatar, and Saudi Arabia are among the largest military facilities in the entire world. These facilities have cost trillions of dollars over several decades to build. We are talking about the fact that the bulk of the military spending that has been made over more than 30 years has gone up in smoke.

We see radars costing hundreds of millions of dollars each being destroyed in an instant. We see entire military bases being abandoned and burned, looted, and destroyed. And I'm telling you, as far as I know, the U.S. has never suffered such destruction in its entire history, except perhaps for Pearl Harbor, but that was just one attack.

No enemy in a conventional war has ever done this to American military forces as Iran is doing right now. It's hard to believe. The military situation is so serious that censorship is blocking almost all new information about this war. If you've noticed, we're getting less and less information every day.

Thirty-five years ago, during the first Iraqi war, we were shown endless footage from Iraq. Back then, smart bombs and cameras were a novelty, but every night we were shown night-time footage. Now we hardly see any videos at all.

Understand this! Supposedly, this is the world's largest military power, with the world's largest air capabilities, and on the fourth day of the U.S. offensive, supposedly and supposedly breaking through Iranian defenses, we don't see any signs of American dominance in the Iranian sky. Where are all the video recordings of our planes flying over Tehran or any other part of Iran, for that matter?

American soldiers can't even dream of setting foot on Iranian soil. And to understand how desperate this war is, on the fourth day you're already hearing the most insane proposals and ideas from the Trump administration. They're proposing sending military escorts for oil tankers leaving the Persian Gulf. What are you even talking about! You want to send American ships into the zone of destruction of thousands of Iranian missiles? NOW no one can get through the Strait of Hormuz.

The Iranians have been preparing for this for decades. They're flaunting the idea of arming Kurdish militias to invade Iran. What the hell are you talking about? Have you seen a map of Iran!? It seems the Trump administration has never seen a map of Iran! Do you know how vast it is? What does it mean to invade Iran!? Do you think a militia of 10,000 people could invade Iran!? Or even 50,000? Or 100,000? Iran will swallow them up.

The U.S. and Israel have already lost this war. The U.S. and Israel can kill millions of civilians in their homes. They have powerful bombs and can blow up buildings, but they won't win this war. Iran's military infrastructure and weaponry is deep underground all over IRAN. Neither the Americans nor, especially, the Israelis have any chance of reaching any of it. They're in deep shit.

They started something they have no chance of finishing. When this all ends, the U.S. will never return to West Asia. There will be no American presence in the Middle East. I'm telling you this now with certainty."

https://t.co/CtyakTZhmO

[madhu vishwanath @d1g1pal]

@sudoingX 3090 with 64gigs running qwen 3.5 35B Q4 K M 21GB, max 262K context . Outputting 112 tokens/ sec with llama.cpp

[jian @jianxliao]

Yesterday I had my first coding interview, at one of the big AI labs, after 4 years of being a founder.

It was a disaster.

The task? agents algorithm. something I work with literally every single day.

I forgot basic js syntax. blanked on how to delete an array element. panicked on recursion.

The solution was crystal clear in my head. I could see exactly how to write it. but my hands just... couldn't.

The knowledge is there. the muscle memory is gone.

3 years of vibe coding did this to me. I haven't written code manually since. I just read it, design systems, think in architectures.

Somewhere along the startup journey, I stopped being a coder. I became someone who just ships.

Am I alone in this?

Sitting there, embarrassed, I think that's actually the right direction.

We used to write code. now we read it. soon with agentic engineering, we won't even need to read it. we'll just architect.

[Colaboratory @GoogleColab]

⚡️ We just added support for Nvidia G4 (RTX Pro 6000 Blackwell Server Edition) GPUs in @GoogleColab! 🔥
With a peak rating of 960 BF16 TFLOPs (~50% more than the A100-80G) and 96 GB of VRAM (20% more than the A100-80G), it’s the most efficient high-performance GPU we’ve ever released. ⏱️Time to make GPUs go brrrr 🏎️

[eric @defyneric]

if you recognize this screen your probably a millionaire rn