SALDIVVA

50k on TikTok
I post my thesis on

[SALDIVVA @Saldivva]

AI amplifies three core forms of leverage: labor, code, and media. And as those scale, the last form, capital, quickly follows. In this new world, advantages will compound faster, winners will continue to win, and the rich will continue to get richer.

[SALDIVVA @Saldivva]

@swerikcodes Video is badass, who’s your editor?

[SALDIVVA @Saldivva]

@nikesharora CEO engagement baiting oof

[SALDIVVA @Saldivva]

@Funmentalist Why is it so low? I’m not familiar with Nscale

[SALDIVVA @Saldivva]

@wavedant_ I do this for free lmao, can they hire me 🤣

[Roy @usr_bin_roygbiv]

@Paws1t1veEV there is a sales bottleneck

[SALDIVVA @Saldivva]

This.

[allegedly! 🔡 @januarycomputer]

i’ve been a bit existential about this whole ai thing lately and it’s because i’ve come to peace with

a) this generation of models, if left to diffuse and integrate for a year or two, would completely reshape the world

b) this generation of models will be obsolete in a few months

[SALDIVVA @Saldivva]

“Those who live in software land are about to have a hard lesson in hardware.” -Elon Musk

[stephen balaban @stephenbalaban]

People are realizing that building the software was never the hard part.

[SALDIVVA @Saldivva]

@brexton Sub IG looking to buy compute, I’d like to help.

[SALDIVVA @Saldivva]

@Jeremia82902577 @demian_ai haha same

[SALDIVVA @Saldivva]

@Jason______A Praying for you. Apart from that consider yourself very blessed to have the money to fight it. Most people don’t which makes cancer news that much more heartbreaking for many folks. Good luck!

[SALDIVVA @Saldivva]

@gabriel1 How to start? I am willing to move anywhere.

[SALDIVVA @Saldivva]

The cloud business model is not new. We have seen the economics work for the past +10 years with AWS. Add the current capabilities and future capabilities that have not been discovered then account for all the people who still have not adopted. Ai cloud will continue to be one of the strongest businesses in the world for a LONG time. The normie brain cannot comprehend. Should be fun to see how this all goes though, goodluck and appreciate the discussion.

[SALDIVVA @Saldivva]

@azrael_options @LEAPTRADER_ That’s not true at all.

[SALDIVVA @Saldivva]

@chiptomunk I mean they are fine as long as they have price floors and dynamic pricing.

[SALDIVVA @Saldivva]

@pepemoonboy Adding to this. A lot of large FinX accounts with ALL-IN portfolios also have multiple portfolios, 401ks, and other assets. Rarely if ever is someone truly ALL IN

[SALDIVVA @Saldivva]

@AtlasShrug1 @DEihausen As one of my hedges lmao, that’s not how it works man🤣