Jordan Wallace

Human | Techno-optimist | Investing in the agentic AI revolution

[Jordan Wallace @jordanjwallace]

@thedukeofmadrid A) he touched the ball
B) even if it doesn’t affect the trajectory, the player had active role in the ball reaching the forward. Put it this way, if he is not there, the defender deals with it easily

[Jordan Wallace @jordanjwallace]

AI salesman sells AI

[Chubby♨️ @kimmonismus]

Normally, I wouldn’t pay much attention to statements like this from Sam Altman. But given all the extraordinary developments we’re witnessing right now, I truly believe we’re at the forefront of an unprecedented revolution.

Sam Altman:

"In another year or two, we expect to have built systems with astonishing power, capable of delivering tremendous value to the world. Artificial intelligence will reshape the material conditions of human life on a scale that no technology has accomplished since the harnessing of electricity, and perhaps beyond even that"

[Jordan Wallace @jordanjwallace]

Tell me you don’t understand the profound impact of AI without telling me…

[Mark Minervini @markminervini]

Interesting chart someone sent me...

[Al Carns @AlistairCarns]

This week the most advanced AI model on the planet got switched off by a foreign government. British researchers were studying it. British companies were testing it. British hospitals were piloting it. Not any more.

This isn't an AI story. It's the story of every industry we used to lead.

Britain has some of the best AI talent in the world. DeepMind was built here. Our AI Safety Institute writes the rules other countries follow. We have the researchers, the universities, the standards.

What we don't have is the power stations to run the data centres, the planning system to build them, or the industrial base to make the chips. So the work happens here and the value lands somewhere else. We invent. Others build. Others decide. Then we read about it on Saturday morning.

Same story as the kit our soldiers don't have. Same story as the factories we used to.

I spent nine months in government making this argument inside the room. I'll make it louder from outside.

[Josh @joshpearson180]

Who the fuck is paying for all these Nigel Farage on Question Time ads 😂

[Ben Bajarin @BenBajarin]

On the bull/bear view of AI, I think its philosophically quite simple. Pick your viewpoint.

You are bearish if: you believe AI software is the next turn of web and client software, categories that eventually crossed a good-enough threshold where the marginal capability from newer hardware stopped covering its cost. On that prior, AI capability converges on sufficiency, the refresh stretches, and a three-to-four-year replacement cycle becomes hard to defend because each year's improvement no longer earns the hardware bill.

You are bullish if: you believe AI software is graphics, the one domain that has never, at any point in its history, had enough compute because it chases real-life fidelity, a 1:1 simulation of the world, a target that recedes as fast as the hardware advances. On that prior, the sufficiency point sits a long way out, possibly nowhere, and compute demand compounds rather than plateaus.

[Jordan Wallace @jordanjwallace]

If you want to know how close we are to a Quantum breakthrough, watch Crypto prices

[Jordan Wallace @jordanjwallace]

everyone pumping $NOW has clearly never used it because the software is cack

[Jordan Wallace @jordanjwallace]

@chamath Grok 😂

[Jordan Wallace @jordanjwallace]

@2147mill Try again with a log scale

[Jordan Wallace @jordanjwallace]

@WealthyReadings The market is rewarding the hyperscalers for spending $600b+ on AI CapEx but is punishing software because AI will kill it.

Ask yourself who is going to pay the $600B back to the hyperscalers

[vas @vasuman]

https://t.co/YlOT9k0U7E

[Jordan Wallace @jordanjwallace]

$GOOG bullish print operationally. Revenue growth accelerated, margins expanded, Search held up well, Cloud growth was exceptional, and AI demand is clearly showing up in both consumer and enterprise products

[Jordan Wallace @jordanjwallace]

Alphabet delivered $109.9bn revenue, up 22% year over year, or 19% constant currency. Operating income rose 30% to $39.7bn, with operating margin expanding to about 36% from 34%. EPS rose 82% to $5.11.

[Jordan Wallace @jordanjwallace]

The cracks starting to show

[unusual_whales @unusual_whales]

BREAKING: OpenAI's Chief Financial Officer Sarah Friar has expressed worry that the company might not be able to pay for future computing contracts if the revenue doesn't grow fast enough, per Bloomberg.

[Jordan Wallace @jordanjwallace]

@DividendDrip Seems like a portfolio with an identity crisis. Pick a strategy (growth, value, dividends etc.) and run with it

[Jordan Wallace @jordanjwallace]

@Dr_Singularity Steaming pile of 💩

[Jordan Wallace @jordanjwallace]

@MooreRoger_10 Ouch

[Jordan Wallace @jordanjwallace]

No good building all this compute if you have nothing to run on it. Hardware is having its moment but software will become fashionable again.

On that note I bought 350 shares of $NOW at $90, thanks for the discount

[Jordan Wallace @jordanjwallace]

Software companies remain the centre of gravity for engineering talent. Naive to think they are sleeping on AI