Bryce Smith

NMSU ➡️ Baylor Law ➡️ 10,000 Days Fund. Attorney/Investor. Co-author of #1 New Release @Amazon: The Ultimate Tesla Book:

[Bryce Smith @smith_bryce12]

The software industry will become the agent industry.

[Bryce Smith @smith_bryce12]

$30 billion in annual revenue would make Anthropic the 9th largest software company in the world (by revenue). Larger than $ADBE, $ADP, $INTU, $NOW, $SHOP, $PANW, $WDAY to name a few. Still worried about the ROI on AI? @michaeljburry

[Anthropic @AnthropicAI]

Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace.

Read more: https://t.co/XgSjL0And7

[Bryce Smith @smith_bryce12]

@buccocapital You sound like a person who doesn’t know how to use AI

[Bryce Smith @smith_bryce12]

@ContrarianCurse I know plenty of retail investors that hate it and spoke with several professional managers recently that think the multiple is still too high given what they think is very poor capital allocation.

[Bryce Smith @smith_bryce12]

@TikTokInvestors Compared to all of these types of videos I've seen, the advice actually isn't horrible. The returns are obviously exaggerated, but buying and holding megacap tech is a much better use of tax refunds than what 99% of people will do this year. She mentioned $GOOG, $NVDA, and $NFLX

[Bryce Smith @smith_bryce12]

Did people forget that Amazon is the closest thing to a pure play on Anthropic as exists in the public markets? Everyone freaking out about Claude code and then simultaneously selling Amazon down to its cheapest multiple in history. $AMZN

[Bryce Smith @smith_bryce12]

@michaeljburry They doubled capex to $180 billion. If they aren't getting ROI at this point, why double down? Think your thesis is sort of shot here pal.

[Bryce Smith @smith_bryce12]

@Midnight_Captl @OpenAI Probably right. Also, everyone is scared of debt. But are people forgetting that if everything works out, the companies most leveraged to AI have the most upside? If OpenAI becomes the next Google, you'd want to be levered long into that.

[Bryce Smith @smith_bryce12]

Wrote this deep dive on Google $GOOG back in May when the stock was around $165 (+100% in six months on a Mag 7) explaining how AI was the best thing to ever happen to the company, not the worst thing ever like the market feared back then. Funny how fast things can change.

[Bryce Smith @smith_bryce12]

But what the market is not recognizing is how AI could fundamentally change Google's business for the better. Right now, Google search is essentially an information retrieval tool. You type queries into the search bar, and Google provides a list of links which contain information that is relevant to the text you entered into the search bar.

What Google has been doing thus far, providing ten blue links that you can click on, is in comparison to AI a very low-value-add service. While that service has been incredibly helpful to us so far, it is actually quite elementary compared to what AI can do. AI doesn't provide information, it provides intelligence. Instead of you having to synthesize information from disparate internet sources, the AI will do that for you, and a whole hell of a lot more. Essentially, it's a step change in the value added by the search bar. So, we can all agree that "text in, blue links out" will go away.

[Bryce Smith @smith_bryce12]

Not to mention, all of them have lost their as*** the last few years being underallocated and/or short this historic tech bull market.

[Bryce Smith @smith_bryce12]

I feel like everyone dumping on $NVDA has never actually used AI. They sound like uneducated children desperately searching for reasons to hate what is new and different and difficult for them to understand.

[Bryce Smith @smith_bryce12]

Buy $TSLA

[Andrej Karpathy @karpathy]

I am unreasonably excited about self-driving. It will be the first technology in many decades to visibly terraform outdoor physical spaces and way of life. Less parked cars. Less parking lots. Much greater safety for people in and out of cars. Less noise pollution. More space reclaimed for humans. Human brain cycles and attention capital freed up from “lane following” to other pursuits. Cheaper, faster, programmable delivery of physical items and goods. It won’t happen overnight but there will be the era before and the era after.

[Andrej Karpathy @karpathy]

I am unreasonably excited about self-driving. It will be the first technology in many decades to visibly terraform outdoor physical spaces and way of life. Less parked cars. Less parking lots. Much greater safety for people in and out of cars. Less noise pollution. More space reclaimed for humans. Human brain cycles and attention capital freed up from “lane following” to other pursuits. Cheaper, faster, programmable delivery of physical items and goods. It won’t happen overnight but there will be the era before and the era after.

[Bryce Smith @smith_bryce12]

@GordonJohnson19 lol did you use AI to tell you how to calculate the default risk of...AI?

[Bryce Smith @smith_bryce12]

Humanoid robot production should be a national security priority. China obviously sees that. Does the US (other than Tesla and Elon)? $TSLA $XPEV @elonmusk

[XPENG @XPENG_Global]

Hello, world.
IRON is on track for mass production — bringing us closer to large-scale humanoid manufacturing by 2026.
IRON is not just a machine, but a companion built with purpose.
A new chapter of intelligence begins.
$XPEV

[Bryce Smith @smith_bryce12]

@BenBajarin Well said. We've long doubted that most, if any, of the other bitcoin-miner wannabe HPC wannabe AI companies can actually deliver.

[Bryce Smith @smith_bryce12]

@Malone_Wealth You mean off April lows when the stock was at 14 P/E? Cherry picking charts.

[Bryce Smith @smith_bryce12]

Anybody who thinks or says that Nvidia $NVDA is a "picks and shovels" play on AI doesn't understand The AI Revolution. NVDA gets 75% gross margins because it is The AI Revolution; not merely a supplier selling parts into it.

[Bryce Smith @smith_bryce12]

@alexfinn Chrome already does all of this...do you just hate Google?

[Bryce Smith @smith_bryce12]

@alexfinn Not a single company has challenged them? Chrome launched into an established market and overtook Internet Explorer when it had a 75% market share. Since then, they've been "challenged" by Microsoft (Edge), Apple Safari, Mozilla Firefox, DuckDuckGo, Perplexity, and now OpenAI.