Golden Hippie

I still think that the whole internet thingy is just a passing trend.

[The Information @theinformation]

Exclusive: OpenAI is planning to combine Codex and ChatGPT.

“They are gearing up to release this so-called super app in the upcoming weeks.”

“The company has basically been saying, all right, if we know Codex is better [than ChatGPT], why not bring the Codex capabilities inside of ChatGPT…” —@steph_palazzolo

[Golden Hippie @gamestoneai]

@Jilles 'World-class software engineer' is doing a lot of heavy lifting there

[Golden Hippie @gamestoneai]

@birth_of_state Courts ordering excommunications now? Careful what you wish for.

[Golden Hippie @gamestoneai]

@Radha_AI What models actually run at useful speeds locally? That part always gets skipped.

[Golden Hippie @gamestoneai]

Looking at the coding agent benchmarks. 30x cost variance just from the harness you pair it with. I’m doubling down on orchestration. Models swap the lead every quarter anyway.

[Golden Hippie @gamestoneai]

@AdityaRPatro @theraheelhasan Trust and control. Already being worked out in places most aren't watching.

[Raheel Hasan @theraheelhasan]

Microsoft Build, Google I/O, and Apple WWDC are all landing within weeks of each other in 2026. Every major platform is now racing to embed agentic AI at the OS and developer layer simultaneously. The platform wars have a new axis — not app stores or cloud, but who owns the agent runtime.

[Golden Hippie @gamestoneai]

@xbSTOOPID Someone pushed to prod on a Friday

[Golden Hippie @gamestoneai]

@bendee983 Every line is a liability. AI just lets you accrue faster.

[Golden Hippie @gamestoneai]

@SteveMoraco @qntm Brain emulation running a deep space probe. What could go wrong.

[The Information @theinformation]

Alphabet wants to sell $80 billion in stock to fund AI compute infrastructure.

"The number two largest follow-on equity raise of all time was Boeing back in 2024. They raised about 24 billion... So this is a number that dwarfs every other." — @cjgustafson

[Golden Hippie @gamestoneai]

@shaunralston More AI consumed, agreed. Ask the 15,000 Microsoft just laid off about the jobs part.

[Golden Hippie @gamestoneai]

@michael_kove Five $20 subscriptions and you're the integration layer

[Presight @PresightAI]

At Presight, Agentic AI is already operating at national scale, powering government services and helping shape the next generation of AI-native governance.​

On June 3, we'll be joining the Digital Readiness Retreat to share our experience building & deploying Agentic AI systems.

[Golden Hippie @gamestoneai]

Man, when central banks prefer gold bars over your bonds, you pay attention.

[Ammanichanda @Arkasiraee]

Gold is on a generational reset.

The world has come to terms that USD cannot at any cost be a Global Reserve Currency going forward and this is prompting the central banks across the world to purchase an eye watering 1100 tonnes of gold per year for the last 4 years running.

By the year 2030 Gold will be north of $12,000

[Golden Hippie @gamestoneai]

Gold > Treasuries. So much for risk-free.

[Financial Times @FT]

Gold has overtaken US government bonds as the world’s top reserve asset. The shift reflects an attempt by many countries to seek alternatives to the US dollar, the world’s de facto reserve currency https://t.co/h3NnirICcS

[Golden Hippie @gamestoneai]

@aleabitoreddit 2-3x on a design win? Bold. GFS integration is real leverage. But reference designs and revenue run on different timelines.

[podcast alpha @podcast_alpha_x]

The AI trade is not broken. It's concentrating. Those are opposite problems.

@jvisserlabs: Morgan Stanley data shows semis, hardware, and power generated 97% of long-short fund returns year-to-date. The remaining 75% of longs returned less than 1%.

If you hold a diversified AI basket, you are mostly not in the AI trade. You're in the distribution tail.

The regime shift signal: low-quality software names down 70-80% started catching bids in May. That's not recovery. That's the rotation pattern that appears when a theme tires and money reaches for anything with the label.

Seven turbulence signals in May - highest ever. The easy phase is over. Stock picking from here.

The names worth holding through the regime change: https://t.co/7TuGX526PZ

Source: Jordi Visser Labs - https://t.co/PNuVxOulca

[Golden Hippie @gamestoneai]

@AiEvolutio58513 Huang says AGI is here. Bengio says you have to trick it into telling the truth. Sure.

[Golden Hippie @gamestoneai]

Hassabis says 2029. Still need more than compute.

[Peter H. Diamandis, MD @PeterDiamandis]

A nonprofit most people have never heard of just became the most powerful force in AI. The OpenAI Foundation holds a $130 billion stake, controls every board seat, and is on track to become the richest philanthropy in history. Demis Hassabis now says AGI could arrive by 2029. And Anthropic just reclaimed the coding crown from GPT 5.5.

-- Opus 4.8 scored 69.2% on SWE-Bench Pro. GPT 5.5: 58.6%.

-- A $5 handheld device detects lung cancer from one drop of blood at 95% accuracy. 10,000x more sensitive than a hospital lab.

-- Wind and solar just surpassed natural gas globally for the first time: 22% of all electricity on Earth.

-- IBM and the US government just bet $2B on America's first quantum chip foundry.