Max Schaul

[Max Schaul @MaxSchaul]

@dylan522p @GreaterAias the “AI dark output” article might be Nobel prize worthy, identifying what the fed has missed data wise even pre fed is an acute insight, creating a framework for quantifying for what it’s missing now is brilliant and reminds me of Adam smith @NobelPrize

[Max Schaul @MaxSchaul]

@realDonaldTrump @elonmusk please explain the cost benefit analysis of airshows, there are no patrons except USG and airforce, you’re expending some of our most talented pilots and incredibly expensive equipment and for what value does it provide to who?

[Max Schaul @MaxSchaul]

@TBU12345678 I think we’re in the consumer tinkering phase(dot com: when mom had a site idea), Mac minis sold out, so I tend to agree this is the last phase before the compute/roi rationalization, HS capex really just adj for pricing, lil increase, but worried abt big up b4 the big dwn still

[Max Schaul @MaxSchaul]

@dylan522p gotta love Jensen’s multiple call out 2 u on dwarkesh pod n the company you’ve built and more so the quality of the research semianalysis has done over past years, I’d like to think I noticed your talent early, but you and your colleagues deserve all the recognition

[Max Schaul @MaxSchaul]

@invest_alph Wish I knew, the mkt is on a DMT trip, yea IT directors are going to insource all of the liability and manage functions of cybersecurity providers, half of them don’t know how to do a pip install

[Max Schaul @MaxSchaul]

@JijnaasuQuotes Would love to see NTSK deck, i bought NTSK mid teens and had similarly poor timing with RBRK buy, owned ZS/CRWD 4ever follow the space closely, seeing PTs dropping but seems like most r just premised on multiple compression

[Max Schaul @MaxSchaul]

@dylan522p I think you’re too knowledgeable/informed to not get into the software moat debate, what’s a zero (FactSet- all public data except shit SS research), what’s a Nero (office 365-not recreating that shit n supporting) and what’s a hero(maybe rubrik-agent overseers)

[Max Schaul @MaxSchaul]

@dylan522p While I think you’re the best analyst, fwd minds out there, the piece released today clearly fueled the s/w sell off I think overlooked is the social contract between a customer and company vs w/ai gen app, how much is a snickers worth w/out the wrapper? Support matters to IT

[Max Schaul @MaxSchaul]

@Erikr250 This is ai and makes this app and all other video apps lamer @elonmusk

[Max Schaul @MaxSchaul]

@UAPWatchers Every country just listens to them, pretty good organizational structure. Power structure well above our intelligence I’ll SYD don’t kill me n show me some shit

[Max Schaul @MaxSchaul]

@JustinRoiland it’s so f’ed up I don’t get to see your true comedy anymore, they’ve done a semi decent job of replicating it but I just miss your OG content. Hollywood has somehow rid us of the greatest cartoon comic ever, and it’s a terrible crime

[Max Schaul @MaxSchaul]

@jawwwn_ @LizClaman Is this sarcastic? He clearly is saying the opposite of calling for a ban on ai

[Max Schaul @MaxSchaul]

@bindureddy Suspension is all you need - floating gpus in a vat of dielectric fluid creates a superintelligent goop

[Max Schaul @MaxSchaul]

@doomerzoomer Amzn launched its first AWS services in 2002, meanwhile they didn’t breakout its margin profile until Q1 2015, 13 years until the consumer was fully funding the “break even”. You’re describing the life cycle of funding general purpose technologies, the AI apps have time

[Max Schaul @MaxSchaul]

@GuntherEagleman Baseball running gloves nyc

[Max Schaul @MaxSchaul]

@BTP Netflix doc really shows how skilled you guys are, you don’t identify the suspect, you don’t identify the explosive you think he’s carrying and you shoot him in the head… thought you didn’t carry guns, you’re making American cops look civil which is far from what they are

[Max Schaul @MaxSchaul]

@Shanemgillis you and Steve are owed a debt of gratitude for breathing new life to the meaning of funny with tires, s2 is gr8. Sitcoms have been shit since schur and Mindy made it big time, I especially appreciate the novel format because it’s par for what is actually funny 2day

[Max Schaul @MaxSchaul]

@NYRLouie Couldn’t agree more, the lack of leadership is disgusting, rempe has gotta get physical, there’s no captain and no coach to create one

[Max Schaul @MaxSchaul]

@mattrempe32 Ily 4 wht u brought 2 the NYR but u gotta be a pronger, u guys r so much more talented than CGY but there’s a lack of leadership, and that’s the role you have to play bc foreigners have a much tougher time being that guy. Throw down or make it painful to play vs NYR

[Max Schaul @MaxSchaul]

@dylan522p you’re point on .9s in lex Fridman is so brilliantly insightful as to why the last mile is always the hardest with any technology. Love hearing you talk, you really are the most informed behind Jensen and hock