Tim

As AI drives the labor input cost of goods and services towards zero, materials, energy, and AI HW/Infra become the bottlenecks where value is captured.

[Tim @GreatDecoupling]

@BarnieTaintpipe @Jesse_Livermore Google is the only one one of the major labs doing this. The rest are just scaling LLMs. If they divert resources to other research, they fall behind on the LLM races, lose funding, and collapse.

[Tim @GreatDecoupling]

@hamandcheese If AGI is near, why care about the supply of labor in the long term?

[Tim @GreatDecoupling]

@profplum99 d) they don't recognize it as a place to get coffee and look past it.

[Tim @GreatDecoupling]

@JoshYoung Great article for those that don't want to bother with math or reality.

[Tim @GreatDecoupling]

@TheMichaelEvery @ErikSTownsend Of course, when the Strait open is not Trump's decision, or if it ever does, depending on the definition of "open."

[Tim @GreatDecoupling]

@Tejanobrown Spot will at some point almost certainly.

[Tim @GreatDecoupling]

@ben_j_todd True.

[Tim @GreatDecoupling]

@ftenergy $eqr.ax is the next $MU

[Tim @GreatDecoupling]

@Osint613 Then that means total and complete capitulation. There is no inbetween.

[Tim @GreatDecoupling]

@DeItaone Oil prices rising...

Trump: "I better say some deal nonsense quick. Those idiots always believe me. 'Wisdom of markets' LOL."

[Tim @GreatDecoupling]

@RusOilGasExpert @Rory_Johnston

[Tim @GreatDecoupling]

@signulll Not a good sign as models are still lacking fundamental capabilities such as hallucinations, subjective taste, systems thinking, novel problem solving, and common sense/basic intelligence.

[Tim @GreatDecoupling]

@NickNemo17 With USO and BNO, you not only get the price appreciation, but also the backwardation, currently at around 4% month. Backwardation will be much more extreme as shortages take place.

[Tim @GreatDecoupling]

@TheAnon1776 @LukeGromen @TMTLongShort clearly Epstein related

[Tim @GreatDecoupling]

@PeterDiamandis Said another way: AI isn't smart enough yet.

[Tim @GreatDecoupling]

@gbrew24 If exports are down because ships aren't moving, someone's imports had to go down.

[Tim @GreatDecoupling]

@zephyr_z9 Instead of launching startups, or doing anything remotely interesting, they're totally captured by useless materialism.

[Tim @GreatDecoupling]

@SCapStrategist The IRGC doesn't care about the economy or the Iranian people. There is no economic strain. They are delaying until oil inventories deplete, world economies tank, and we are begging for a deal. Then the real negotiations begin.

[Tim @GreatDecoupling]

@InvestingAddict Using price action to create a thesis that supports the price action is like the epitome of bubble thinking.

[Tim @GreatDecoupling]

@capnek123 It will sell off as oil rises over the summer.