James Taylor

Founder @particularaud ience

[James Taylor @jameswstaylor]

Photons

[Marc Andreessen 🇺🇸 @pmarca]

https://t.co/puLXpatHvd

[Ryan Petersen @typesfast]

Such great marketing. Reminds me of when this shoe company got the NBA to ban their shoes for making you jump too high

[Elon Musk @elonmusk]

@thesheetztweetz They can shake their fist at the sky

[James Taylor @jameswstaylor]

@tobi Has it been compared with real life AB tests?

[James Taylor @jameswstaylor]

If LLMs are not really capable of reasoning.

Question 1: what is the path to a machine neuroplastic visual cortex?

Question 2: what is the missing substrate?

[James Taylor @jameswstaylor]

The #AI Investment Decade Map (?)
Exploring the AI boom against projected capex slowdowns, valuations, and #AGI timelines. The roadmap shows massive long-term growth driven by Photonics and Real-Time Streaming, but warns of significant near-term bubble risks...

[James Taylor @jameswstaylor]

Speculating... with postulated corrections
1. 2026 Q3 (Capex digestion dip 15–20%): Buy $AVGO, $MRVL, $NVDA
2. 2028 (Energy crunch/tariff scare ∼20%): Buy photonics stack
3. 2033 (Social unrest peak ∼25%): Buy $TSLA, $SNOW, $CLDR
(no—I don't expect to time the market)

[Steven Pinker @sapinker]

An AI pioneer, Yann Lecun, says his field has been led astray by Large Language Models (since they are not based on factual models of the world, but only on massive correlations and abstractions from them). As a cognitive scientist, I'm sympathetic. https://t.co/vFM0kHO9Tb via @WSJ

[James Taylor @jameswstaylor]

Canary coal mine

[The Kobeissi Letter @KobeissiLetter]

BREAKING: DoorDash stock, $DASH, collapses over -20% after reporting weaker than expected Q3 2025 earnings.