Ivelin

[Dustin @r0ck3t23]

Mark Cuban just described the largest wealth transfer of the AI era.

Almost nobody understood what he said.

Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.”

Not tech startups.

The shoe store. The regional trucking outfit. The accounting firm with 12 employees.

The businesses that actually run the physical economy.

They know AI is coming. They have no idea what to do with it.

Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.”

Software is dead.

The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever.

AI ends the contract.

The business stops bending to the software. The intelligence bends to the business.

But customized by whom.

The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is.

Cuban: “Who’s going to do it for them?”

That question is worth more than the frontier models themselves.

Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer.

Let them fight.

Let them burn the capital. Let them drive the cost of raw intelligence toward zero.

Because the wealth does not collect where the brain is built.

It collects where the brain meets the business.

Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic.

Cuban is staring at the other 99 percent of the economy.

Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates.

Walk through the door. Understand their problems. Wire the intelligence directly into their revenue.

That is not a job title. That is an entire economic class being born.

You do not need to build the brain. You need to build the nervous system.

The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in.

33 million companies are standing in the dark right now.

Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Ivelin @Ivelin]

@FEGroup16 What is your time horizon and alpha aspirations?

[Ivelin @Ivelin]

Oh, my sweet summer ice filled child. As a European who loves the US, your "hot take" is a work of art. It’s almost as brilliant as me declaring America is a third-world country where everyone thinks they're number one. Picture this: Sweatpants-clad diners, battling diabetes over portions the size of small cars, while rival gangs exchange pleasantries (and lead) thanks to that precious 2nd Amendment. Then it's off to the gym via escalator, followed by a quick trip to the ER to trade a kidney for a cavity filling, all while avoiding eye contact with law enforcement. All while living in a cardboard condo and paying 35% tip on top of six hidden taxes. Yeah, I wish I had that level of blissful ignorance.

[Ivelin @Ivelin]

@FabrizioRomano Great loss. He was the star of the show in Italy 1990. Passion, drive, goals.

[Ivelin @Ivelin]

@stats_feed Now do it as a percentage of the population.

[Ivelin @Ivelin]

@TheBlueDodger Drogba

[Ivelin @Ivelin]

@Culture_Crit Yes

[Ivelin @Ivelin]

@Culture_Crit No

[World of Statistics @stats_feed]

First product:

🇯🇵 Sony → Rice Cooker
🇫🇮 Nokia → Toilet Paper
🇰🇷 Samsung → Grocery store
🇩🇰 Lego → Wooden Toys
🇯🇵 Nintendo → Playing Cards
🇺🇸 Nike → Track Shoes
🇮🇹 Lamborghini → Tractor
🇺🇸 Colgate → Soap and Candles
🇸🇪 IKEA → Pens
🇰🇷 LG → Facial Cream
🇺🇸 Tiffany & Co → Stationary
🇯🇵 Toyota → Automatic Loom
🇺🇸 Amazon → Online Bookstore
🇺🇸 Apple → Apple Computer I
🇺🇸 Google → Search Engine
🇺🇸 Intel → Memory Chip
🇩🇪 BMW → Aircraft Engine
🇯🇵 Canon → Camera
🇺🇸 Coca-Cola → Syrup
🇺🇸 Ford → Quadricycle
🇺🇸 Harley-Davison → Racer Motorcycle
🇺🇸 HP → Audio Oscillator
🇯🇵 Honda → Bicycle Auxiliary Engine
🇫🇷 L'Oreal → Hair Dye
🇫🇷 Renault → Renault Voiturette 1CV
🇺🇸 Hoover → Leather Products
🇺🇸 McDonalds → Hot Dogs
🇺🇸 Pixar → Image Computer
🇨🇭 Nestle → Baby Formula
🇺🇸 Wrigley → Soap & Baking Powder

[Ivelin @Ivelin]

@PaulMcDirt I think it’s called the Diriyah belt. Whatever that means.

[Ivelin @Ivelin]

@KeezyPSTYLES @JoshTheFixer @sportbible You’re a casual or have probably only watched Lampard’s highlights. Without him, “that” Chelsea team would have now won half the titles it did.

[Ivelin @Ivelin]

@sportbible Iniesta.

[Ivelin @Ivelin]

@JoshTheFixer @sportbible Statistic? Lampard is one of 10 players, and the only midfielder, to have scored 150 or more goals in the Premier League. He is fourth in the Premier League's all-time assists ranking, with 102 assists. He’s won everything in club football. More?

[Ivelin @Ivelin]

@neiltyson Excited to dive in @neiltyson

[Ivelin @Ivelin]

@Michaels_Ideas @Aprendiz007 @jordanbpeterson Agreed!

Also, @rickygervais can’t be cancelled. Cancelled by whom? He writes his own stuff, directs, produces and acts. There’s only the distribution that he relies on but when you produce such timeless classics I doubt Netflix or anyone else will turn their back on a genius.

[Ivelin @Ivelin]

@greg16676935420 @elonmusk @tim_cook 😂

[Ivelin @Ivelin]

@LKrauss1 The right one.

[Ivelin @Ivelin]

@Cobratate And oil.

[Ivelin @Ivelin]

@LKrauss1 The blue one. It’s the fonts for me and I love your work.