Random Pure Thoughts

No labels. Out of my bubbles. usually tweets about #money #life #career #health DM me if you want to know how to invest in companies like @spacex and @anthropic

[Random Pure Thoughts @random_pure]

You exchange your life for something every second of your life. Make it count.

This second, you exchanged reading my tweet. Hopefully it was worth it.

[Random Pure Thoughts @random_pure]

@svembu This will happen when cities are connected by bullet trains. So future is remote tier 3 cities watch out all the cities being connected by bullet train.

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@benjitaylor Great work . Seamless new logo . Minimal change .

[Random Pure Thoughts @random_pure]

@NewsAlgebraIND Please. This is a mindless movie with excessive CGI. Movies like these show how people’s emotions of Sanatana Dharma are being monetized. Ask them to learn from other movies where culture, religion, and sentiment were used mindfully.

[Random Pure Thoughts @random_pure]

@SawyerMerritt Is that a typo ? $745 is my price target

[Nikesh Arora @nikesharora]

Welcome to the second half of the year.

The actions of hyperscalers in terms of their capital commitments will be key as the year proceeds, expect an uptick across the board, the demand is real.

The flip side - the funding sources will need to be from the capital markets. The largest companies will flip to negative cash flow except for one or two.

Hyperscalers have balance sheet capacity to do so (for 1-3 years), however new Frontier labs will need to go public, not sure there's more private market capital available to support their Capex needs. Of course, there's the chip guys, NVIDIA is at the party, will MU join the investment party to keep spending going?

We still need visibility for when AI revenues will start to fund much of this cash need.

Expect more advertising plays from LLMs, Token prices have to decline to drive Enterprise adoption. Expect LLMs to chase more vertical profit pools, legal, life science, expecting physical AI companies. Pure models will continue to see arbitrage with open source touching 30% usage, depth will create a better moat, breadth will commoditize. It's not a demand problem - "it's a monetization problem". Silicon valley has always built product with intensity and the market has funded adoption years.

This time it might just be too big and the market may not have capacity to fund everyone. "Darwinian moment for AI providers?"

If you are a founder, or a CEO - don't be distracted, focus on your product, how it gets better with AI. Eventually product and customer adoption will bring us to the other side, but expect a bit of a wild ride. We are still early in many PMF categories. Speed could create waste, but waiting and watching could leave us behind.

[Gwynne Shotwell @Gwynne_Shotwell]

My husband and I are honored and thrilled to participate in the Invest America program and gift a share of our SpaceX stock to a Trump Account for each of more than two million children across our great nation.

Every American child under 18 can benefit from having a Trump Account, but our gift specifically goes to the Accounts of children (ages 11-17) that live in areas with lower average household incomes with a bit more emphasis for those that live near our central Texas home.

We have been fortunate in our careers and hope this gift encourages the next generation to continue the journey of enabling humanity to live and fly amongst the stars.

A huge thanks to all that worked to bring this incredible program to life.

[Random Pure Thoughts @random_pure]

@roders77 @JohnnyWhiskyTX @grok post the Christianity growth in India over last 10 years. Both churches and number of humans that were convert ed.

[Random Pure Thoughts @random_pure]

@Nithya_Shrii How many did you plant in your life time ?

[Random Pure Thoughts @random_pure]

Yo @elonmusk whenever the fuck you plan on delivering abundance please do asap, else we will not have a country to enjoy the abundance.

[Claire Lehmann @clairlemon]

Educate your bloody kids.
https://t.co/D3Jd5k30Ev

[Random Pure Thoughts @random_pure]

@clairlemon Looks like it’s the beginning of the fall of an empire.

[Random Pure Thoughts @random_pure]

@aravind @netanyahu Sooner the world understands this, the better chance of peaceful democracies.

[Aravind @aravind]

Israeli PM @netanyahu subtly reminds the US that Israel has a 1.5 billion strong country of India too backing it. And for that he's citing the support he sees on social media.

But as I keep saying, democracies like India, Israel, and even the UAE should not take such good relationships for granted because the communists + islamists network, the red-green cabal, has figured a great strategy to poison people's minds using social media.

And using their psyops over SM, they influence politics in our democracies. They have done this poisoning, for example, Americans, Nepalis, Sri Lankans, and Japanese against Indians. They are doing this poisoning Indians against Israel too and probably vice-versa.

Countries like India, Israel, Japan, Australia, and UAE need to work together to fight this social media menace plaguing our countries programming our people against one another, creating political issues out of it, and influencing politics and policies against each other.

We all know who the two main countries are, who are financing and enabling this operation and the countries that supply the foot soldiers to astroturf and incite fights between countries.

I suggest Quad + I2U2 address this issue immediately. Create a task force, study their operations, create counter strategies and offensive capabilities that not just decimates their propaganda but prevents them even thinking of doing such sick psyops again.

@MEAIndia @DrSJaishankar @IsraelinIndia @ReuvenAzar @JapaninIndia @AusHCIndia

[Random Pure Thoughts @random_pure]

@cb_doge This chart is going to stay the same for next foreseeable future ! Well into 2030s

[Random Pure Thoughts @random_pure]

@sahill_og That’s what she said

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@alexlindsay That too not all of America just first 13 colonies/states.

[Random Pure Thoughts @random_pure]

@alexlindsay TIL this ^

[alexlindsay @alexlindsay]

If you want to understand American optimism…

We celebrate the date that we declared independence, not the date that we achieved it.

[Random Pure Thoughts @random_pure]

@NewsAlgebraIND When the iPhone prices go up by 200$ in 2 months , they will be humbled.

[Random Pure Thoughts @random_pure]

@RShivshankar More engineering testing needed.

[Random Pure Thoughts @random_pure]

All @X needs is to dial it up on optimism posts and this platform becomes unbeatable.