George Michalopoulos

@TyphonCapital, Leonidas Funds PM

[George Michalopoulos @Leonidas_Cap]

Much better line of attack than focusing on 'he's not even a good businessman' or 'he's a subsidy parasite' idiocy

[Fred Lambert @FredLambert]

This logic is sound. It comes down to Elon believing that he should have a bigger say than most.

The simple fact that he is engaging in abusing citizen united and contributing to the erosion of American democracy by investing hundreds of millions in US elections makes it clear.

The sprinkle of white nationalism and immigration fear-mongering is just the cherry on top.

[George Michalopoulos @Leonidas_Cap]

One of worst ways to for liberals to attack Elon is pretending his success is a public-subsidized grift. Just stop, because it means any objective observer will ignore your other legitimate arguments.

[Ben Norton @BenjaminNorton]

The world's richest oligarch is the biggest Welfare recipient in history, by orders of magnitude.

[NIK @ns123abc]

🚨META CEO Mark Zuckerberg today:

"AI agents haven't accelerated in the way we expected."
"We were worried we weren't moving fast enough on AI."
"AI productivity gains aren't what's driving the cuts... we'll see how all this stuff trends."

>$125-145B capex. 8,000 layoffs

[George Michalopoulos @Leonidas_Cap]

@BehavioralMacro For me the more significant issue is that we're seeing growth with some issues, including substitution into cheaper models, open source catching up, realization LLMs in their current form can never replace employees, governments may slow down pace of improvement and thus demand

[George Michalopoulos @Leonidas_Cap]

@BehavioralMacro Also found his analysis to be overly simplistic, and generally didn't rate his analytical framework highly across several interviews I've seen of his. Btw I'm not long AI names so not talking my book, just wasn't compelling. Think we're just over our skis on hype - simple as that

[George Michalopoulos @Leonidas_Cap]

@BehavioralMacro LLMs, even if they severely lack what we'll need for AGI ultimately, at least for now, have accomplished miraculous things in fields like coding and math. And there's a very clear creative path towards what we can achieve as AI progresses past them.

[George Michalopoulos @Leonidas_Cap]

@mark_dow What, " Money is energy. Bitcoin is the first crypto monetary energy network, capable of collecting all the world's liquid energy, storing it over time without power loss, and channeling it across space with negligible impedance." Didn't win you over?

[Gergely Orosz @GergelyOrosz]

This is very interesting. Coinbase seems to have lowered their token spend ($$) to about half, by

1) routing to cheap inference like GLM 5.2 and Kimi 2.7 that are still pretty performant

2) Smart routing + caching

They still use the same tokens as before. Start of a trend?

[Reed @reed_barnes]

it's 2027. you take a free-tier public Waymo to the DMV (Department of Model Variance) to do a proof-of-identity check for access to GPT 7.1.

the guy at the counter is clearly watching a Mr. Beast video in his AR glasses. "Here for that new model?" he says, barely making eye contact. he wipes his fingers on his shirt and taps at his keyboard. "Lot of you techies showing up here today." you smile politely; you're pretty sure he's just a Claude wrapper anyway.

you lean forward and stare into the retinal scanner. after a long moment, there's a soft chime. "Humanity confirmed. U.S. national. Intelligence access: Terra-class."

you sigh with quiet relief as your devices light up—notifications from a hundred agents, finally able to resume their tasks. you feel a twinge of guilt as you terminate your open-weight backup agents, but remind yourself that a joint congressional committee proved conclusively that Chinese models are non-ensouled.

you step outside and hail another Waymo. the first one passes you by. you grimace; must've burped in that one once. stupid personalized memory.

as you're waiting, your phone buzzes angrily, red notifications blaring across the screen. the Department of War just restricted access to all OpenAI models on serious national security concerns; apparently Pete Hegseth got GPT-6-Instant to say "Claude is a woman." you groan, and resign yourself to another week of merely-somewhat-superhuman intelligence.

Fable 5 is still inaccessible to the public. a twitter anon you trust says it's coming back this week. or maybe next.

[Beau Sorensen 🇺🇦 @sorrogrande]

You’d think this is a joke. It is not.

[Anders Åslund @anders_aslund]

It appears as if the Armed Forces of Ukraine are making Crimea unlivable by cutting off all supply lines.
Time for all Russians to leave.
But that means that Ukraine has won a major victory.

[Kydo @0xkydo]

🤯 Midjourney -- yes, the AI image company -- just shipped a brand new type of imaging machine. 🤯

- 100x faster than an MRI.
- 10x cheaper.

Full body scanned in 60 seconds instead of an hour in a tube. Ultrasound based, MRI-level resolution.

And it's real -- not a concept, a working machine. You step into a shallow pool of warm water, a ring of half a million sensors sends sound through your body from every angle, and ~60 seconds later you have a 3D map of your insides down to a fraction of a millimeter. No radiation, no tube, no lying still.

They're not even building it as a hospital machine -- they're building a spa. The scan is a side-effect of a place you'd want to hang out anyway.

Lastly, it is built by 9 people. NINE PEOPLE.

You can just do things.

[Roman Sheremeta 🇺🇸🇺🇦 @rshereme]

Amazing Ukrainian ingenuity. This is the cheapest way to neutralize russian threats.

Ukrainian interceptor drones such as the Wild Hornets STING and SkyFall P1-SUN typically cost around $1,000–2,500 per unit, depending on the model and configuration.

Meanwhile, the russian Shahed-type drones cost around $20,000–$70,000 per unit, depending on the model and configuration.

The return on investment is 20 to 1.

[AG @AGHamilton29]

Vance spent the last 2 days running around repeatedly claiming that the regime wouldn’t get sanction relief if they continued to sponsor terror proxies (despite that being nowhere in the MoU text).

All while the regime publicly says they will use the money from the deal in the same exact way they’ve always used it.

[Donald J. Trump @realDonaldTrump]

What a rotten deal we made with Iran. We get nothing (except laughter at our stupidity). They get everything, including delay and big cash!

[George Michalopoulos @Leonidas_Cap]

Lmaooooooooo

[Laura Rozen @lrozen]

Trump says he took Iran deal to prevent economic calamity: “If we didn't do this deal, we could have dropped more bombs for another three weeks, two weeks, four weeks, two years…You would never have the Hormuz Strait open…Your market would have, instead of going up…would go down at levels that nobody ever saw before, maybe except for 1929…

I did not want to see economic catastrophe

[HedgedIn @noalpha_allbeta]

@CthruHD Where we’re going we don’t need deals

[Donald J. Trump @realDonaldTrump]

Iran was on its last legs and ready to collapse until the U.S. came along and gave it a life-line in the form of the Iran Deal: $150 billion

[George Michalopoulos @Leonidas_Cap]

@NGettle952 @alisonblair77 @TXMCtrades Bro as an oil trader for 20 years let me assure you that your statement makes absolutely no sense. You don't understand how the global oil market works at all, which is fine, but maybe don't opine on it at least.