ZeroAlpha

Autism incarnate

Tweets are my own retarded thoughts and ramblings, not financial advice

[ZeroAlpha @iamzeroalpha]

@BlackDumpling That's 100% false.

If you only show pictures of arms, then yes.

However women will rate a guy that's 6'2 with zero muscle as SIGNIFICANTLY more attractive than a guy that's 5'7 and ripped.

Women attribute 70-80% of attractiveness to height, something that can't be changed.

[ZeroAlpha @iamzeroalpha]

If you want to be an entrepreneur, one of the best places to get an internship or first job is a small company. As long as you get your work done, you can generally get into meetings or other side opportunities outside your job to understand how other functions of business work.

This is much less possible at medium and large companies.

The real value of working at a small company or startup, isn't equity or being early (which is a scratch off lottery ticket at best), it's the opportunity to learn outside your specific job title. That's the part that very few understand and monopolize on.

[Hribi @Hribson]

Tom Cruise negotiated access to every production meeting at Top Gun as a condition of signing, not for money, but for education

“I got in the car and I was, my agent at the time was taking me to the airport. I said, 'Look, I'm gonna make this movie. Okay.' I said, 'But don't tell them that.'”

“I negotiated a deal where they had to allow me into every production meeting, every aspect, like behind the scenes and see how Don and Jerry produced movies, every aspect of it.”

“Tony Scott, what he accomplished with those jets was extraordinary. He changed aerial photography, he changed motor sports. The way that you see these sports being filmed today is because of Tony Scott.”

“And I want everyone to know that what an artist he is.”

[ZeroAlpha @iamzeroalpha]

Secondary markets are already around 1.8T...

So aim that higher. 3T is probably par EV by that point. 4-5T IPO is probably around a 25-30% chance.

[Milk Road AI @MilkRoadAI]

Anthropic will open above 2 trillion in market cap by the time they IPO (Save this).

The most important question in AI right now isn't which model wins the benchmarks but rather which company has actually figured out how to make money doing this.

Anthropic has and most people haven't caught on yet.

Every AI lab has the same basic problem, compute costs money and tokens make money.

The gap between those two numbers is either a business or a slow bleed and most labs are bleeding while Anthropic figured out how to widen the gap.

As Dylan says, a gigawatt of compute given to Anthropic generates more revenue than the same gigawatt given to any other AI lab including OpenAI.

Both companies can't even keep up with demand right now but Anthropic squeezes more out of every unit it has and that's the whole thesis.

The revenue numbers are unlike anything enterprise software has ever seen. Anthropic went from $9 billion ARR at the end of 2025 to $44 billion by May roughly 5x in five months.

Salesforce took 20 years to get to $30 billion. Anthropic got there in about 15 months.

The margins are the part most people miss entirely their gross margins on inference went from 38% to over 70% in the same stretch that revenue 5x'd.

That doesn't happen in normal tech scaling usually when you grow that fast, costs eat you alive.

The reason comes down to the Amazon deal, because Nvidia GPU compute on the open market rents for around $12 to $13 billion per gigawatt per year.

The SpaceX-Google deal apparently went for $25 billion per gigawatt at the height of the shortage.

Anthropic locked in Trainium compute from Amazon at under $10 billion per gigawatt and the discount happened because Anthropic did the hard engineering work, writing the libraries, optimizing workloads directly against the chip that made Trainium actually useful.

They paid with engineering instead of cash.

In April 2026, that relationship turned into something much bigger. Anthropic committed $100 billion to AWS over the next decade in exchange for up to 5 gigawatts of dedicated Trainium capacity and Amazon put $25 billion back into Anthropic.

Five gigawatts is 25 to 50 hyperscale data centers worth of compute, all below market rate, all locked in before prices doubled.

And prices have doubled because data center colocation that used to go for $60 per kilowatt per month now trades at $120 to $160, with premium facilities hitting $200.

Anthropic signed its deals before all of that and every competitor paying spot rates today is paying two to three times what Anthropic locked in.

The AWS deal also did something just as important on the distribution side, Claude is now available natively inside AWS accounts, same IAM controls, same invoice, full GovCloud support including classified regions.

For every bank, hospital, defense contractor, and government agency already on AWS, the procurement friction just went to zero.

Bullish on Anthropic and they will likely finish the year off with 100B in ARR so a 20x multiple on the greatest company of right now is beyond reasonable.

Milk Road is tracking Anthropic, the AWS compute advantage, and the AI labs actually turning tokens into real profit.

Join Milk Road Pro for our full Anthropic breakdown, valuation framework, and AI infrastructure thesis for just $1 using the link below!

[ZeroAlpha @iamzeroalpha]

@DaygameCharisma Women won't change from the age of 16 until they have a child.*

[ZeroAlpha @iamzeroalpha]

@DemonFramed You get on one knee to either get knighted, surrender, or beg.

Since she's not making you royalty, you're either begging or surrendering to her, both are for losers.

She should be proposing to you, as she is the one to benefit the most, not you.

[ZeroAlpha @iamzeroalpha]

To be clear,

What woman call "romance" is akin to a magic trick. It only works a couple more times before they get bored of the trick. So you need a new, and probably better trick.

What they're actually asking for is for you to provide them a constant chemical high because they're a hormone junky.

REAL love from a woman is caring, respecting, deference to his judgement, and not banging other dudes.

REAL love from a man is providing for her, protecting her (with your life if necessary), and not abandoning the family.

Anything other than that is marketing and TV fantasy slop.

[ZeroAlpha @iamzeroalpha]

@gemisisDev @Nick_Davidov Equity for anyone but founders is almost always highly negative expected value (i.e. a losing bet).

Cash payments with milestone bonuses is worth a LOT more.

Believing anything anything else is always out of survivorship bias of watching the startups that turn unicorn.

[ZeroAlpha @iamzeroalpha]

@ViralRushX @Vishal_Songara Chinese women aren't real people, that's the REAL marketing trick...

[ZeroAlpha @iamzeroalpha]

Once it can cook and clean...

[Molly @bigmagicdao]

robot gf/bf are coming sooner than most people expect.

I was invited to UBTECH’s product launch in Shenzhen yesterday, and the latest humanoid robots genuinely surprised me.

They unveiled a new emotional companion series, and the U1 Ultra (you can customize how you want ) is on another level. It looks incredibly lifelike, has simulated body temperature, and the skin texture feels remarkably real.

Man oh man , the world is gonna be so wild in next five year or even sooner …

[ZeroAlpha @iamzeroalpha]

@Dagoof @RogueLou18 You can't because those parents were given voting rights and nobody will vote themselves out, especially when where they came from is an utter shithole.

[ZeroAlpha @iamzeroalpha]

With the disasterous ruling of the Supreme Court on birthright citizenship and mail in voting, the powder keg is set.

A major market downturn will turn the massive civil unrest into either a violent revolution or violent civil war.

There is no peaceful offramp any longer.

[ZeroAlpha @iamzeroalpha]

It's too late. To pass such a constitutional amendment, would require 38 states to ratify the change.

Mass migration imported too many people to allow for such a change. Now nothing can be done through law changes.

The only means of change will be violence, which is what the left (multicultural democracy) has been ramping up for the past decade.

[ZeroAlpha @iamzeroalpha]

This is extremely wise advice that can be expanded to any field, including trading.

Don't just stay in your narrow job title. Take the time to understand how the various layers of the trading process works. For example, learn how settlement works and how an exchange functions.

Sometimes you find an edge, most of the time you are just training your brain to think and understand at a higher level of abstraction and complexity.

Most people just want to know 2+2=4, not WHY it equals 4. However, the why is actually more important. So it becomes extremely useful in trading and business as you get used to not just trying to get the result but to understand a system/process itself.

[Hribi @Hribson]

Tom Cruise tells every actor: spend time in the editing room and learn what Brando already knew about the lens

“I always tell actors, spend time in the editing room. Produce a movie and really understand and study movies, study old movies, study new movies.”

“Recognise what the composition is giving you, from comedy to drama. Know what those lenses are and know how to use it to your benefit and understand the lighting.”

“You look at guys like Brando in The Godfather, he knew what Gordon Willis was doing. He absolutely understood the lighting and the lenses. And all the greats, they understand it.”

[ZeroAlpha @iamzeroalpha]

@mistysidalex @WallStreetApes Those companies only buy them to rent out to PEOPLE. If you kick out the immigrants, there would be LESS people to rent to and therefore they would have to drop their prices...

The internet is full of retards.

[ZeroAlpha @iamzeroalpha]

The UK parliament has reached new lows of retardation.

[The Times and Sunday Times @thetimes]

Unmarried couples may get right to share of assets after break-up https://t.co/K5rPsE3iCN

[ZeroAlpha @iamzeroalpha]

This clip with James Sexton illustrates exactly why my point stands.

The state won't enforce her responsibilities, only the breadwinners (which is almost aways the man).

The best way to enforce those responsibilities is to not incentivize breaking them, by making it conditional on her behavior and not giving her marriage.

[Camus @newstart_2024]

Divorce lawyer James Sexton on why modern marriage feels unfair to men.

He says the man is expected to provide financially, protect, and be part of the family, all enforceable by the state. But the woman’s side (love, affection, sex, being a good mother) can’t be forced.

If he fails, he can go to jail. If she fails, nothing.

He told the story of an air traffic controller who lost his high-paying job due to anxiety after his mother died. The court still imputed his old salary for child support, leading to jail time when he couldn’t pay.

What’s your opinion, do you think the legal risks in marriage are unfairly stacked against men?

[ZeroAlpha @iamzeroalpha]

@IonaItalia 1) don't get married

2) make sure she knows, early on, she can be replaced

Moden marriage has zero incentives baked in to get women to appease men's desires or needs. It's all for women.

So fix it old school: fulfill your responsibilities, or get nothing and be replaced

[ZeroAlpha @iamzeroalpha]

The vast majority of women won't marry a man who can't provide and will devorce if she starts making more (i.e. she moves into the provider role).

The difference between these two statements is a divorce still pays a woman even if she's not fulfilling her responsibilities.

Hence no marriage. Then both parties are held to some level of responsibility, without being paid even when not fulfilling said responsibilities.

If you have an employee that stops working, you shouldn't have to pay them another buttload just to fire them. That's insanity and just encourages fraud/abuse.

[ZeroAlpha @iamzeroalpha]

The vast majority of divorces are over finances and the majority of the time there is a change to the woman making more money than her husband.

Also, 80%+ of divorces are initiated by women.

Basically the largest reason women leave is because they shift to being resource provider and modern marriage puts all responsibility to that person while conferring zero benefits.

[ZeroAlpha @iamzeroalpha]

To all who defend third world economic migrants coming to the west "for a better life", that it's not their fault.

You're wrong, it's DEFINITELY their fault.

Every invading force in human history was doing it to improve their economic status. The Vikings didn't raid Europe to culturally enrich themselves or spread good vibes. They did it for treasure.

The same is said of the Huns, the Barbery pirates, the Roman's, etc..

Yet nobody says "oh it's not their fault they did that".

Every single migrant makes a conscious choice to do it with little intent of assimilating into the native/host nation. The phrase "when in Rome" doesn't mean anything to them nor do they take it to heart.

So no, it's 100% their fault and stop trying to downplay their accountability in the problem.