Noah Cox

Co-Founder, Connect Trade. Research @ NoahsArc

[Noah Cox @ncox_78]

@gnoble79 Peter Lynch is still alive lol

[Ed Zitron @edzitron]

First time I’ve heard anyone say this straight up

[Ross Hendricks @Ross__Hendricks]

Trillions in capex flowing into an industry with zero moats or pricing power… what could go wrong?

[Andrea Bitely @AndreaBitely]

The dark spot in Ohio is where they exclusively look for Michigan drivers.

[Logan Dobson @LoganDobson]

The government should block dangerous AI!

Coincidentally, my company sells very Safe AI

Have you heard about our upcoming IPO

[Noah Cox @ncox_78]

@samrags_ They're gonna IPO soon 100% chance

[David Ulevitch 🇺🇸 @davidu]

50% of personal claude and codex tokens have been used to build a tax / wealth management / net worth application and the other 50% have been used to try and create a home automation application. I'm only off by +/- 5%. Pretty sure.

[Michael Mindrum, MD @MichaelMindrum]

Retatrutide publication to me feels similar to the transformative moment that Chat GPT dropped - an awareness that we are entering into a new world.

[Brad Wilcox @BradWilcoxIFS]

"Men who prioritize fatherhood may lose some sleep, gain some extra weight & enjoy less free time, but they can also discover a richer life with greater meaning, purpose & connection. And when it comes to brain health and mental fitness, becoming a father is one of the best things you can do." https://t.co/ddL9y5Ncci

[Rohit Mittal @rohitdotmittal]

If an Anthropic employee got $500k/year in equity over 4 years in 2024, they are now worth $125M.

At $1M/year equity for 4 years, they are worth about $250M.

The scale and speed of wealth creation are incomprehensible.

$500k/year equity is not a lot for an early-stage startup. I don't think the Bay Area has seen this type of wealth creation in history.

Dot com boom probably feels like a speck of dust.

[Gary Marcus @GaryMarcus]

Three Predictions:

1. Some form of AI, probably neurosymbolic in nature, will come that is far more economical and data- and energy-efficient than LLMs, and it will make an absolute fortune.

2. LLMs, on the other hand, will never be all that profitable (aside from the chip companies selling shovels in the gold rush).

3. Today’s gigantic bets are premature, and most won’t pay off.

[Noah Cox @ncox_78]

@DowdEdward Maybe not before SpaceX or Anthropic but certainly before OpenAI. Why buy that IPO?

[Ed Zitron @edzitron]

Investors love to hear that your customers have a “huge issue” with the cost of your products

[Noah Cox @ncox_78]

@electionsjoe MI and NH flipping is a hot take

[Nate Silver @NateSilver538]

Like honestly "it's going to take us several weeks to tell you who won the election" is failed state shit and should be much more stigmatized.

[Midwest vs. The Rest @midwestern_ope]

Midwesterners will understand this

[Charles C. W. Cooke @charlescwcooke]

This is a baffling tweet, because it says twice that Platner has “a history of bad decision-making,” and then confirms that that bad decision-making causes all sorts of other problems, and then concludes that this would not matter for . . . a member of the U.S. Senate.

[Shengkun @shengkun_ye]

an investor just told me he found me through his agent.
founders, make sure you're discoverable by agents.

[Noah Cox @ncox_78]

@lexifinadotcom @seconds_0 This right here^^ plus the fact that LLM training data is noisy. If its cleaned up its 100x more effective

[Miles Brundage @Miles_Brundage]

It is also hard to talk about it without sounding crazy