Good beagle boy

Mostly market musings

[Good beagle boy @SP199393]

That said, this is my gateway into trying Hermes for real because, as far as I understand it, Bot is essentially a more expensive version of Hermes

[Good beagle boy @SP199393]

Like I'm just building bullcrap really and I am pushed on Super Heavy token usage, there are bros in SF building world models and gas turbines revisualised from bottom-up - and you think we are levelling off on token demand

[Good beagle boy @SP199393]

Bots prompting other bots is the future, I have seen the light @bot

[Good beagle boy @SP199393]

Easy to forget that $AMZN owns Twitch

[Good beagle boy @SP199393]

Ppl at HFs that haven't actually spent time vibe coding for themselves (i.e., the vast majority), I fear will be hard on the back foot when it comes to the megatrend that's underway rn

[Good beagle boy @SP199393]

Sometimes during an intense session a tone of annoyance and irritation creeps into my Wispr Flow prompts to GPT/Grok Bot and I notice it in myself and think wtf have I become

[Good beagle boy @SP199393]

The great SaaS short (and semis long) is coming IMO…software has rallied too hard, the cashflows are not durable vs. agentic coding agents

[Good beagle boy @SP199393]

Prediction: decent likelihood Grok Bot takes material market share in consumer from OAI / Claude

[Good beagle boy @SP199393]

@hooeem u wrote this with Hermes didn't u...big clap

[Good beagle boy @SP199393]

Only when you spend hours a day vibe coding do you start to realise that at certain times of the day GPT will become slow AF

[Good beagle boy @SP199393]

Grok Bot is fantastic

Cursor acquisition is genius by Elon tbh

[Good beagle boy @SP199393]

Increasingly tempted to hit "ask Claude please" in reply to inane questions at work

[Good beagle boy @SP199393]

The normie is nowhere close to discovering agentic AI that is run overnight

And you think we are topping out in tokens?

[Good beagle boy @SP199393]

@MikeFritzell Add Trump tweet dude

Above S tier

[Good beagle boy @SP199393]

Level of finX bearishness / capitulation on semis/AI right now

Either means we're at the bottom of a fresh generational rip or it really is all over, hard to tell which

[Good beagle boy @SP199393]

@thefish64 @tomfgoodwin Yes agree everything is available in Tokyo but feel he is talking about random towns / resorts / tier 2 cities

[Good beagle boy @SP199393]

@degentradingLSD No way US gov going to lose ground to China in the race to control the singularity on a long end sell off, they need to bring oil prices down to resolve this which quickens getting to a deal with Iran

Why I am sceptical of the GLD and commods rally imo

[Good beagle boy @SP199393]

Kind of nuts how quick some people are to discount the combined progress of millions of the world’s smartest and most motivated individuals with unlimited capital, network/access and leveraging on literal superintelligence that already exists…yeah no shit, the next model iterations with better datasets and that can support longer context windows are going to blow minds

But then again a lot of people can’t see beyond their own egos

In America enough capital plus human ingenuity always creates outcomes that reinforce the original expectations, it’s a self fulfilling prophecy after a while. To give another example on the same theme, the gravity that Elon’s trillion buys kind of biases $SPCX towards being a high growth compounder…hard to picture any other way from here in the medium term

[Good beagle boy @SP199393]

@LunarThinkTrade Maybe it is top speed for shorter context and fades in longer context tasks

Still a place for this