Herding Alpha

BORDER COLLIE ENERGY.
Chasing AI infra, semis, Tesla & SpaceX | NFA | DYODD

[Herding Alpha @HerdingAlpha]

Wafer? I hardly even know her.

[Zephyr @zephyr_z9]

@MoatlessCapital Bro, I'm expecting 575K WPM by the end of 2028, up from 350k by the end of 26
If they exceed this, then things get hard for the other guys

[Roy @usr_bin_roygbiv]

Elon realized it was easier to launch a billion satellites into orbit than overturn the telecommunications act of 1996

[Herding Alpha @HerdingAlpha]

@thsottiaux Especially if we are going to continue without the 5hr limit, it would be good to have some sort of advanced usage controls.

[Herding Alpha @HerdingAlpha]

GPT 5.6 Sol is sick because it just works. It is able to find bugs that 5.5 never could. It is smart, thoughtful, and hella creative. It has advanced my creative project in ways that 5.5 never could.

[Herding Alpha @HerdingAlpha]

Greatest show on earth, folks!

[Joe Weisenthal @TheStalwart]

SK Hynix jumped 27% today. Just another normal move for a company worth over $1 trillion.

[Peter Gostev @petergostev]

Ok my previous chart wasn't quite right, this is the right trajectory

[Herding Alpha @HerdingAlpha]

BREAKING: Gavin Newsom fails to save Lucid from bankrupcy.

[TrendSpider @TrendSpider]

BREAKING: Lucid $LCID stock crashes -30% in 30 minutes on bankruptcy news 🩸

[Whole Mars Catalog @wholemars]

Congratulations Xi Jinping on another win

[Citrini @citrini]

Monday - war
Tuesday - hot cpi
Wednesday - warsh apocalypse
Thursday - war over
Friday - ai bull market

[Herding Alpha @HerdingAlpha]

@thsottiaux thank you for removing 5 hour limits in Codex. Can you introduce a feature for limit controls? ie. I have a goal that can easily zap 100% of my weekly limit. I want it to auto pause when I hit X% remaining on my weekly limit so that I can survive the next 6 days!

[Herding Alpha @HerdingAlpha]

@DataChaz Lmao this is Cardano levels of cope

[Herding Alpha @HerdingAlpha]

@usr_bin_roygbiv I was having a conversation with Sol High about my personal creative project and wow. Where a full conversation with 5.5 would unveil 1 great insight, 5.6 was able to identify multiple in just 2-3 prompts.

[Pascio @IAmPascio]

I’m just going to leave this here.

[Matthew Berman @MatthewBerman]

Been running my own benchmarks. Luna is indeed better than Terra.

[Herding Alpha @HerdingAlpha]

@lordlocotx @DirtyTesLa @thsottiaux 8 hour limit corresponding to a work day. So I'm not waking up at 5am to say hello to Codex 🤣

[nic @nicdunz]

Terra Light → Luna High: smarter, cheaper.
Terra Medium → Luna High: equally smart, cheaper.
Terra High → Luna XHigh: equally smart, cheaper.
Terra Extra High → Sol Medium: smarter, cheaper.
Terra Max → Sol High: smarter, cheaper.

[Ali Haider @ggg78g89]

🚨SCOOP:
MY Friend at Anthropic says things are VERY tense internally. Dario's running tough meetings — GPT-5.6 Sol is strong and Grok 4.5 is right on Opus's heels. Pulling Fable from subs on July 12 would trigger mass cancellations (why keep Max for Opus 4.8?), so they're now pushing to keep Fable 5 in subs permanently.

[signüll @signulll]

the strangest luxury? or maybe a kind of grief of being alive right now is being able to experience culture changing dramatically right before your eyes.

i.e. for most of history you lived & died inside one aesthetic, one set of manners, & maybe even one cast of characters who existed around you.

whereas now trends, relationships, & entire social codes turn over in months, maybe even less. i mean you don’t need a god damn tv anymore. daily life has acquired almost all of its properties. e.g. ppl now experience themselves partly as characters, relationships as arcs, conflict as content, time as seasons, etc. we all thought that the feed was built to document reality but in its true essence it actually now teaches reality how to behave.

existence itself became the content. which is kinda crazy if you ponder over it for length of time.

[Elon Musk @elonmusk]

@sama We start flying them next year. Maybe you can come see them if your parole officer approves.

After stealing an open source AI charity, you then stole all of Apple’s phone technology! Wow.

What do you plan for an encore? That’s tough to beat.

[Herding Alpha @HerdingAlpha]

@ParadisLabs Is the Michael Bury thing true? 🫪

[Ashok Elluswamy @aelluswamy]

Big shoes to fill, but I’m confident Optimus will not disappoint!!