Julio Cantu

Aduanapp - Building bridges. father of 3 crazy humans 🫶🏻 We’re rebuilding the customs ecosystem from the ground up. true scientific understanding of my brain

[Julio Cantu @julio_cantu]

@Polymarket Happy to this for me and my family 🫶

[Iain MacMillan @IainMacBets]

No exaggeration, this guy might be the best interview in pro sports right now

[@jason @Jason]

IKIGAI

[Laughing Legends @LaughingLegend0]

I hope the world becomes full of people like this.

[Masa’s Son @masayoshisson]

AI predictions for next 6-9 months

-> Anthropic/ OAI fail to ban OSS in the US
-> Anthropic/ OAI continue to innovate product but stall on fundamental tech breakthroughs
-> SOTA Gemini 4 launches at 10x lower cost
-> Elon open sources Grok
-> Anthropic/ OAI ARR growth stalls as enterprises move from tokenmaxxing to rational token consumption/ OSS
-> slow realization in public markets that AI may not replace human labor in next 1-3 years/ has not had a fundamental tech breakthrough in over a year/ lacks ROI/ AI hyper and lab spend not durable
-> moonboy VCs/ hedge funds/ softbank continue to fund Anthropic/ OAI equity raises in private markets as public markets for them are now fully closed
-> CXMT, YMTC announce capacity expansions significantly above market expectations
-> hypers deliver good q326 results on first look but fail to show meaningful AI ROI, guide to "significant capex expansion in fy27"
-> broad realization in public markets the AI dream we got sold on is not anywhere close to realization
-> 10yr hits >5%
-> hyper bonds reprice >10%, CDS hit 3x current levels, and AI credit market dries up as market realizes GPU ABF was not a good idea
-> hyper equities reprice 30-50% lower
-> ORCL falls below $30 as rumors of bailout make the round
-> market realizes memory is cyclical and LTAs won't hold
-> 50% of korean traders get wiped within a week
-> hypers cut fy27 capex
-> semis reprice >80% lower
-> fed cuts >150bps to avoid recession

[Dear Self. @Dearme2_]

It's never luck, it's God.

[Physics In History @PhysInHistory]

“What we know is a drop, what we don't know is an ocean.”

- Isaac Newton

[Sahil Lavingia @shl]

This will be the golden age of government software

[Julio Cantu @julio_cantu]

@emartinez 👏🏼

[kitze 🛠️ tinkerer.club @thekitze]

beautiful explanation. this is 100% happening. https://t.co/637WwcoLwQ

[DogeDesigner @cb_doge]

Rocket car is the perfect name for the Roadster.

[Vijay Shekhar Sharma @vijayshekhar]

Perfect reply to Elon’s flying car by Bugatti’s CEO.

[US Homeland Security News @defense_civil25]

Truth makes things very clear!!

[Dr Adina Priscilla ♠️❤️ @DixadinaDMK]

டெஸ்லா கார்களின் பறக்கும் ரகசியம்

[Tesla @Tesla]

Real life, baby

[Quantum Tech ⚛ @QuantumTech_X]

The physics behind the new Tesla Roadster🤔 A smart and solid invention or not ?👇

[Complex @Complex]

Woman who lost her battle with cancer left behind a note on what matters most (2017)

[via/ FB Holly Butcher]

[America First Works @America1stWorks]

Only in America. 🇺🇸

[Nikita Bier @nikitabier]

Sometimes a demo is simply to remind the world that your competition has no desire to dream -- and no ability to evolve.

[Mark Anthony @Muskstaycalm]

Maybe next time you should believe the guy.