hgdog

Investor, trying to be the best I can be by learning from great people every day. Investments in SpaceX, Sentieo, TogetherAI, xAI, Anthropic, Anduril

[Nikita Bier @nikitabier]

The value of an X account can be measured by what doors it opens for you in real life.

[Palmer Luckey @PalmerLuckey]

This "deeply reported" piece from WIRED is inexcusably bad.

First, it is just wrong. Not nitpicky things, fundamentally false jabs and premises.

Second, it completely ignores the stakes of supporting active troops to push r/antiwork softboy talking points. Examples below.

[AGCM @agcm2022]

Just tried @Tiny_Fish mcp - works better than the integrated web fetch in claude; using it get news headlines

[AGCM @agcm2022]

Used to be a huge fan @Xero. 10-15% price increases y/y is merciless. 1000's of low cost payroll apps, invoices, ledger tx and bank recs are getting automated via AI. Accountants can receive reports in a custom format. Xero still hasn't figured out how to automate bank rec

[David Senra @FoundersPodcast]

I was shocked to learn Thomas Petterfy is 81 years old, worth $80 billion, and has built his $120 billion business into one of the most efficient companies in the world. He's been obsessed with automation since the 1960s. This episode is full of WILD stories:

[David Senra @FoundersPodcast]

“He built a tightly engineered machine: In 2024, his company generated $3.7 billion in profits on $5.2 billion in revenue.”

[Patrick OShaughnessy @patrick_oshag]

Dylan’s takes on OpenAI, Anthropic, AMD, xAI, Oracle, Meta, & Google:

OpenAI → “Super awesome.”

Anthropic → “I'm actually more optimistic on Anthropic than I am OpenAI…Their revenue is accelerating way faster because what they're focused on is more relevant to that $2 trillion software market versus OpenAI is split between software, AI for science, AI for consumer, etc…Anthropic is definitely executing on the software side better.”

AMD → “I love them, but they're pretty mid.”

xAI → “They're in real danger of not being able to raise capital. Of course everyone's going to give Elon capital, but the scale of capital required for him to keep up—he can get the next bet…xAI can get to the next stage of compute. They won't have more compute than OpenAI. They don't have more compute than any individual company—Google, Meta, etc. But they will have the biggest individual data center. They'll have a very focused team and what they do with that, they have to do something really big. Otherwise they will fall behind in the race. And Elon will not let that happen. He can subsidize and fund this round. But as rich as he is, he can't go to a 3-gigawatt data center unless he gets capital, which he can't do unless he gets revenue and fundraising.”

Oracle → “Oracle is going to make so much money if you believe OpenAI is successful.”

Meta → “I think Meta's got the cards to potentially own it all…the only company in the world that has the full stack from good hardware—that is what Meta just showed with their glasses with the screen—plus the good models, plus the capacity to serve them, plus the knowledge and know-how around recommendation systems to know what content to put in front of the user. It's all four of these that you need, plus the capital. I think Meta is so close to being the only company that can do that.” 

Google → “I was pretty bearish Google like two years ago, but I'm super bullish Google now. They're waking up on every front. They're taking the TPUs, they're selling them externally, they're taking their models and they're actually competitive on them, and they're training much better and better. They're being aggressive on infrastructure investments.

There's still a lot of dysfunction throughout the company, but they do have the hardware business that they can pivot into this. They do have Android, YouTube, [and] all these IPs, they have search that can come together when we turn to that next interface of consumer. But also they can dominate the professional sense too, potentially. And I think Google's well positioned to go capture both markets, or a meaningful share of both.”

[Samsung Australia @SamsungAU]

Sleek, powerful and made to play. Your favourite game just got a bigger stage—with unrivaled, immersive gaming like never before. Galaxy Z Fold7 is available now.

[Deedy @deedydas]

🚨Anthropic is at $4.5B annualized revenue and is the fastest growing software company in history!

They just overtook OpenAI to become the market leader in LLM API cost.

We just dropped this and more in our mid year Enteprise AI report:

1/7

[Aakash Gupta @aakashgupta]

Anthropic's revenue literally 10x's every year:

0-$100M in 2023
$1B in 2024
$5B as of today → $10B by EOY?
$100B next year?

[Elon Musk @elonmusk]

Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate.

Samsung currently makes AI4.

TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.

[Elon Musk @elonmusk]

Samsung agreed to allow Tesla to assist in maximizing manufacturing efficiency.

This is a critical point, as I will walk the line personally to accelerate the pace of progress. And the fab is conveniently located not far from my house 😃

[Fabrizio Romano @FabrizioRomano]

Jurgen Klopp on Instagram. ❤️

“This is a moment where I struggle!

There must be a bigger purpose!

But I can't see it!

I'm heartbroken to hear about the passing of Diogo and his brother André.

Diogo was a not only a fantastic player, but also a great friend, a loving and caring husband and father!

We will miss you so much!

All my prayers, thoughts and power to Rute, the kids, the family, the friends and everyone who loved them!

Rest in peace - Love”.

[Wall Street Apes @WallStreetApes]

Joe Rogan calls out American bread

“Our bread is so f*cked — We're f*cking poisoned”

People are not gluten intolerant, they’re poison intolerant. Here’s the breakdown

“In America what we call bread can't even be considered food in parts of Europe. See, here in America, it's not so much the gluten as what we've done to the grain

- About 200 years ago, we started stripping the bran and germ or the fiber in nutrients to make flour shelf stable, also nutritionally dead
- Because the nutrients were gone, we enriched it with folic acid, which a large majority of the population can't even metabolize

Therefore many people experience fatigue, anxiety, hyperactivity and inflammation.

- But then the bread wasn't white enough, so they bleached it with chlorine gas
- The bread didn't rise enough, so they added a carcinogen called potassium bromate, which is banned in several countries like Europe, the UK and even China
- Then we wanted to ramp up production, so we started using glyphosate to dry out the wheat before harvest, causing endocrine disruption and damaging your gut

So now you're bloated, brain fogged, tired and blamed gluten. But gluten is just the scapegoat.

The real issue is ultra processed, chemically altered, bleached, bromated, fake vitamin filled wheat soaked in glyphosate. This isn't bread.”

[Elon Musk @elonmusk]

It will massively increase the already gigantic budget deficit to $2.5 trillion (!!!) and burden America citizens with crushingly unsustainable debt

[Tanay Jaipuria @tanayj]

Anthropic went from $1B in annualized revenue to $3B in annualized revenue in 5 months.

Crazy growth at this scale

[Domiscius @Domiscius]

Roblox: *Tries to promote Roblox with Rthro, face tracking, AI generation, Technical graphical improvements, Metaverse fashion etc*

Roblox players:

[KreekCraft @KreekCraft]

Grow a Garden has become the first Roblox game to hit

10 MILLION PLAYERS

The only other game to ever reach that number in the entire history of video games is Fortnite.

[hgdog @hgdog08]

@GenAIRoblox Has anyone checked out Grow a Garden in Roblox? It has 2.6B views and it was only launched in 26 March 2025! #ROBLOX @ballmatthew $RBLX

[All-In Robloxian @GenAIRoblox]

Roblox is MASSIVELY accelerating. $RBLX