No Rest Capital

Money and innovation never sleep, and neither does No Rest Capital, an active investor.

[No Rest Capital @norestcap]

@EquitableMeme @DrTechlash @theallinpod What do you mean by AXR?

[Dustin @r0ck3t23]

Jeff Bezos just told you exactly how to price AI.

Nobody listened.

Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.”

Horizontal enabling layer.

Three words that reprice the entire technology sector.

The iPhone was a vertical. One product. One new market.

Electricity was a horizontal. One substrate that rewired every market on Earth.

Wall Street is pricing AI like it is the next iPhone. Bezos is telling you it is the next electrical grid.

Right now, thousands of companies are trying to sell AI as a product.

A feature. A tool. A subscription tier.

Every single one of them will be priced to zero.

You do not sell a horizontal layer. You do not compete with it. You build on top of it or you disappear beneath it.

For a century, entire industries survived on one thing. Complexity.

The friction of navigating law, medicine, logistics, finance. That was the moat. If you could not memorize the maze, you could not compete.

A horizontal layer does not navigate the maze. It dissolves the walls.

Electricity did not compete with the candle industry. It erased the need for one.

The most dangerous part of a horizontal shift is how quiet it is. It moves underneath the economy. The surface looks normal. Revenue still holds.

Every day you operate on the old substrate, you accumulate a debt you cannot see and cannot repay.

The internet repriced distribution. AI is repricing cognition itself.

When intelligence becomes a utility that runs through the walls of every company on Earth, the premium on human expertise does not erode. It evaporates.

This is not a disruption. Disruptions replace products.

This replaces the ground you are standing on.

[No Rest Capital @norestcap]

@Teslaconomics I guess the two fighters Musk has knocked out are @OpenAI Sam Altman and @Rivian RJ Scaringe. 😂
Why not include Jeff Bezos or Mark Zuckerberg?

[No Rest Capital @norestcap]

@HidekiNishida2 @sciencegirl 😂

[No Rest Capital @norestcap]

@sciencegirl @grok
is the example true?

[No Rest Capital @norestcap]

@weary_centurion @JJGoesLong Do you think HIMS would edit in the weight-loss pill to its current Super Bowl ad?https://t.co/NLSxLArvzB

[No Rest Capital @norestcap]

@RevShark The ways ICE has enforced immigration laws under this administration have undermined constitutional guardrails. https://t.co/CXsCgJ3cPR

[No Rest Capital @norestcap]

@RevShark https://t.co/LHgQZQXyW1

[No Rest Capital @norestcap]

@RI_Fwd @netflix I enjoyed watching last night.

[No Rest Capital @norestcap]

@RevShark https://t.co/I7i3RQ8ZdV

[Gavin Newsom @GavinNewsom]

We're witnessing corruption under Donald Trump at a scale this country has never seen.

Weaponizing our institutions against his enemies. Profiting off the presidency.

How the hell are we putting up with this?

[No Rest Capital @norestcap]

@DrMakaryFDA Wow—the FDA is now open to using Bayesian statistical approaches to design clinical trials, identify optimal dosing, extrapolate treatments to children, and leverage Phase 2 results.

[No Rest Capital @norestcap]

@RevShark https://t.co/EuQkN1ITTR

[Alex Vindman 🇺🇸 @AVindman]

Tough guy? I don’t think so.

This is a weak dude that believes he can do whatever he wants, because ICE has no consequences in the Trump/Vance administration.

All of them are wrong. Accountability is coming. People power will deliver it!!

[No Rest Capital @norestcap]

@Sassafrass_84 @grok, are these claims true?

[No Rest Capital @norestcap]

@CookieWilfong @moment_mirthful @niccruzpatane It's not deranged at all to worry about Trump's actions, according to many reasonable people like Bill Maher. https://t.co/19NxKYINiy

[No Rest Capital @norestcap]

@adamfeuerstein @drpatrick How about this? https://t.co/BSb7gcFKk0

[No Rest Capital @norestcap]

@ChetanAura @TheFigen_ I can't believe a two-year-old boy can be that independent.

[No Rest Capital @norestcap]

$HUMA responds to NYT story https://t.co/ixW0xVVV60

[No Rest Capital @norestcap]

Inspector General, when Elon becomes the head of D.O.G.E., would he need to divest his holdings or put them in a blind trust? $TSLA @SpaceX

[No Rest Capital @norestcap]

@wholemars This is an example of a cognitive bias called the Halo Effect. His accomplishments as a great entrepreneur lead people to think highly of his political insights and philosophy.

[No Rest Capital @norestcap]

@WallStreetSilv @Fxhedgers Yes, Tim Walz misspoke about it. But how many lies does Trump tell each day?