Rqt Arc

Analyst. Business enquiries: [email protected]

[Rqt Arc @rqtarc]

@TheAthletic + NBA Cup

[Dean W. Ball @deanwball]

Make no mistake: post-Mythos, the United States has a licensing regime for AI. It’s just informal, with no consistent rules or firm boundaries on state power or public transparency. Cobalt mining in the Congo is vastly more institutionalized than frontier AI licensing in the US.

[Ed Zitron @edzitron]

Went on Bloomberg - Anthropic and OpenAI are dangerous and unsustainable companies that shouldn’t IPO. The AI bubble is a con and retail investors are the marks.
AI doesn’t have ROI, it’s nothing like AWS/Uber, and it’s got no post-bubble recovery story.
https://t.co/ROww0H5ugs

[Rqt Arc @rqtarc]

@MehranHaghirian T³ - Trump Tower Teheran

[Rqt Arc @rqtarc]

@jeremie0117 Exit liquidity ...

[Rqt Arc @rqtarc]

@HenrikZeberg 🤣

[Boring_Business @BoringBiz_]

SpaceX IPO bankers coming up with a $28 trillion TAM to convince you to buy the stock

[Chainlink @chainlink]

The quiet shift.

[Rqt Arc @rqtarc]

@wolfejosh Whats your view on GoPro Inc's stock ?

[Rqt Arc @rqtarc]

@aleabitoreddit with great powers comes great responsibilities

[Rqt Arc @rqtarc]

@aleabitoreddit I am canceling my subscription. Disgrace 😂

[Rqt Arc @rqtarc]

@TheMaverickWS Feels like SPACs already accelerating ...

[Rqt Arc @rqtarc]

Oh boy, somthing definetely wrong with @Talga_Ltd $TLG If you follow news from Posco (Future M) and now this, I would say its over.

[DFC Invests @DFCgov]

NEWS: DFC opens pathway to secure strategic equity interest in Syrah, owner of the Balama graphite mine and Vidalia Anode Plant, to advance U.S. critical mineral priorities. https://t.co/vnqkNOPbWk

[Rqt Arc @rqtarc]

Which is the better natural hydrogen play ? Max Power Mining $MAXX.CN $MAXXF or HyTerra $HYT $HYTLF

[Rqt Arc @rqtarc]

@SpecialSitsNews @rohanpaul_ai Their AI is doeing the hiring ....

[Rqt Arc @rqtarc]

@aleabitoreddit For local setups sure. But thats no huge market. Couple of hoster already provide OC on demand in containerized environments.

[Rqt Arc @rqtarc]

@minty_downunder @dinosaurman1 @Talga_Ltd I do, but cut my position by 50%.

[Rqt Arc @rqtarc]

1/ Most investor think the underlying problem of $TLG is regulatory driven. Its not. Its market driven, graphite over supply. Shocking ! Simple exercise - check one of those webinar slides 3-4 years back where battery factory plans are used to showcase severe under supply.

[Rqt Arc @rqtarc]

3/ So whats the solution to this mess ? Change the board @dinosaurman1 and pivot back to #Graphene for a multi application, high performance material strategy. If necessary take @Talga_Ltd privat, as the dilution is unbearable.

[Rqt Arc @rqtarc]

2/ 80-90% are no more. OEMs redesigned their fleet mix. And what is left will be dominated by anode free tech in the mid term. Thats the root cause of current funding mayhem. Addtional pressure incoming with swedish elections this year.