SharpeShark

Idea guy. Not selling any products or services. Never go full macro, never go full micro.

[SharpeShark @SharpeShark]

You couldn’t do anything with Fable 5 anyways, what are they suspending it for

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[SharpeShark @SharpeShark]

We need to have a B-2 flyover at every World Cup game on American soil

[SharpeShark @SharpeShark]

Don’t show this video to Paul Saladino or he might start burying meat in his yard so it can rot for 7 months before he eats it

[SharpeShark @SharpeShark]

@LogicalThesis I got it to reconcile at the high end of the revenue guide with a steep ramp into Q4 and some friendly assumptions about seasonality and peripheral things. And it has to be on a Q4 basis alone. CF breakeven on an annual basis including the $11M in Q1 is actually impossible by Q4.

[SharpeShark @SharpeShark]

Running through some $QTRX numbers for the Alzheimer’s blood test pending 501k clearance. Trading for $40M EV rn on ~$161M revenue with an all-star management team recently brought in to fix commercial execution. Cash flow BE probably in 18-24 months w/o Alz test clearance.

[SharpeShark @SharpeShark]

Tried to have Gemini pull together this napkin math for me and it completely misunderstood the business model and was quoting me 24x the revenue I got. Careful out there.

[SharpeShark @SharpeShark]

Running through some $QTRX numbers for the Alzheimer’s blood test pending 501k clearance. Trading for $40M EV rn on ~$161M revenue with an all-star management team recently brought in to fix commercial execution. Cash flow BE probably in 18-24 months w/o Alz test clearance.

[SharpeShark @SharpeShark]

@AuclairsDad Do you draw a distinction between humanoids and robotics generally as you think about the robotics trade?

[SharpeShark @SharpeShark]

winds

[SharpeShark @SharpeShark]

The KOSPI will be +/- 100% depending on whether Korea winds this game

[SharpeShark @SharpeShark]

I hope he sells all of it and buys GPUs with the proceeds lol

[Bitcoin News @BitcoinNewsCom]

SAYLOR: “I said to you to never sell your Bitcoin. I never said that the company would never sell its Bitcoin.”

[SharpeShark @SharpeShark]

No bear markets allowed during our World Cup. Patriot-bid activate

[SharpeShark @SharpeShark]

@JehoshaphatRsch @BATMongoose How’s the calculation done to get an idea doing less than -100%?

[SharpeShark @SharpeShark]

@eigenmeister @Control_wiz You should check the credentials of whoever told you that

[SharpeShark @SharpeShark]

It’s like when you take the vacuum out and your dog gets scared but when you put it away he’s so happy that he loves you even more than before you scared him

[*Walter Bloomberg @DeItaone]

🚨 TRUMP: CANCELLED SCHEDULED STRIKES AND BOMBINGS AGAINST IRAN THIS EVENING

[SharpeShark @SharpeShark]

If you go to a surgeon called Dr. Miami and it doesn’t turn out well I think you gotta take the blame for that one

[KickChamp👑 @Kick_Champ]

Clavicular got EMOTIONAL after realizing Dr Miami may have RUINED his nose forever and cost him his entire career 😳

[SharpeShark @SharpeShark]

@Control_wiz If the audience was capable of properly evaluating your arguments via their own domain expertise, then yes. But you’re presenting authoritative arguments to laymen who can’t fully evaluate them on their own merits, hence the need for credentials to calibrate trust/skepticism.

[SharpeShark @SharpeShark]

@LogicalThesis Which appears to have led directly to the much-needed CEO transition less than 2 months later

[SharpeShark @SharpeShark]

@GeneSmi96946389 The kid wouldn’t have lost anything, it’s a different kid. They chose to kill the kid with the lower score and keep the kid with the higher score.

[SharpeShark @SharpeShark]

@FromWhiteCastle The AI-augmented search was totally fine until they messed with it a couple weeks back, now it’s just dumb

[SharpeShark @SharpeShark]

Google search is totally broken now, honestly unusable. Always asks for clarification.

[SharpeShark @SharpeShark]

https://t.co/6nPn6PHNNv