Dylan Erens (e/acc)

Engineer. Algo Trading Trend Follower, Permanent Optimist, Proud South African, Creating Wealth for friends and family through Bitcoin and Crypto @numetastrats

[Dylan Erens (e/acc) @dylan_erens]

👇👇👇

[Orange Book 🍊📖 @orangebook]

In a world that keeps accelerating, the solution to avoid becoming a hamster in a wheel is not to slow down, it's to differentiate yourself by thinking alone and truly independently, and play another game altogether.

[Naval @naval]

If your success or failure is judged by other people, rather than by nature or free markets, you’re playing a game, albeit a reified and social one.

[Dylan Erens (e/acc) @dylan_erens]

@SpaceX @cursor_ai Can’t wait to get my hands on that model!

[Dylan Erens (e/acc) @dylan_erens]

@Heccles94 @grok is @elonmusk hoarding $1T?

[Dylan Erens (e/acc) @dylan_erens]

@Heccles94 Dude, find your nearest AI and ask it if that $1T is being hoarded.

[Dylan Erens (e/acc) @dylan_erens]

@piersmorgan @elonmusk 👏👏👏

[Dylan Erens (e/acc) @dylan_erens]

@naval Hmmm yes very concerning. The shire (NYC) is now controlled by a wolf in sheeps clothing.

[Raoul Pal @RaoulGMI]

Anthropic has been publicly forced to bend the knee to the US government. The ban on Fable and Mythos reads like censorship, and the market will read it as the TAM of the frontier labs collapsing. Instead, I read this as the opposite, as an acceleration event...

The government MUST have first access, because this is The Great Game, the game of nations over the most powerful technology ever discovered, and a technological edge of 30 to 60 days is worth everything.

It's the same edge the labs already exploit internally. You build your next model with your unreleased frontier tech, never with the public one. That private head start is what keeps you accelerating ahead of the competition or at least in line with them.

The US needs that exact advantage now. Before the public, and before the Chinese open source models can copy it. They have no choice. They cannot allow their own technology to be turned against them.

What's being negotiated, in the usual outrageous, hard-ball Trump manner, is the new arrangement:

Anthropic and OpenAI are free market operators and state vassals at the same time. Nobody wants to curtail their growth. The Gov just wants to be Customer Number 1 with privileged access.

This is the East India Company all over again. A private enterprise left free to grow rich and dominant, granted protection and a clear run by the state, on the unspoken condition that it serves the crown's strategic interests first. That charter was the price of the monopoly.

It also sends a message to China and everyone else that US AI is now so advanced the state itself has to control it. They won't, not yet anyway. They just want privileged access, the rest is posturing.

And Anthropic will bend the knee, very soon...

The hidden outcome is the one that matters. The AI firms are now near-explicitly too big to fail, which means the debt funding the capex buildout comes with an implicit state guarantee.

That accelerates the build-out of intelligence. It doesn't curtail it...

Open source accelerates too, because going open ensures no state can intervene in the model itself. Though the same Great Game rules apply there, and the Chinese state will take its own privileged access first.

So the market may wobble, convinced the TAM of AI just collapsed.

The real outcome is an acceleration of intelligence, and a Super Cycle that keeps running.

[Dylan Erens (e/acc) @dylan_erens]

@BillAckman @BernieSanders @elonmusk @SpaceX Well said, @BillAckman

[Dr. Eli David @DrEliDavid]

Thanks to socialism, the average Zimbabwean became a trillionaire before @elonmusk 💪

[Kevin Patrick Mahaffey @dropalltables]

Oh yes, I remember that Bond film where the villain decarbonized the auto industry, brought fast internet to everyone on the planet, and helped paralyzed people interact with the world again.

[Erik Voorhees @ErikVoorhees]

If the socialists had their way, Elon would have had his paypal profits taken and redistributed for the greater good.

The world would never have seen Tesla, nor SpaceX.

And the world wouldn't know it, because they were uncreated, and thus unseen.

Imagine the companies that don't exist, because Washington destroyed them before they were born.

[DogeDesigner @cb_doge]

Legend

[Dylan Erens (e/acc) @dylan_erens]

@vigilantersa 🤣 I’m next I was born there!

[Vigilante 🇿🇦 @vigilantersa]

All trillionaires are born in Pretoria, South Africa.

Let that sink in.

[Dylan Erens (e/acc) @dylan_erens]

@NYCMayor Jeez, yet another fucking idiot!

[Dylan Erens (e/acc) @dylan_erens]

@RoKhanna So funny that these guys are using his platform to spew their nonsense.

[Paul Graham @paulg]

"... the political left has long had a remarkable lack of interest in how wealth is created. As far as they are concerned, wealth exists somehow and the only interesting question is how to redistribute it."

— Thomas Sowell

[Dylan Erens (e/acc) @dylan_erens]

@Chesschick01 ✋✋

[Dylan Erens (e/acc) @dylan_erens]

@RoKhanna @BernieSanders You’re a fucking idiot