Izac

Long: TSLA, JOBY

[Bernt Bornich @BerntBornich]

Introducing NEO’s 25 Degrees of Freedom, tendon-driven hands — nearing or surpassing human-level dexterity, strength, speed, and reliability.

For seventy years, robotics worked around the hand problem. The humanoid bet is the reverse: it lives or dies at the fingertips.

[Izac @spectechinvest]

@jam_croissant Kinda shocked the policy makers aren’t getting the message — maybe they just don’t see the frustration because it’s vented online and not in the streets?

[Izac @spectechinvest]

Jason understands what’s going on

[@jason @Jason]

1. Stop building homes — create an unnecessary boomer bump (bonus: keep real estate taxes for homes purchased decades ago unfairly low)

2. Brainwash kids that college degrees always pay off — raise the price by 5-10x over two generations

3. Freeze the minimum wage for decades

4. Let the teachers unions control primary education for their own benefit while test scores plummet

5. Stack the tax system to benefit the rich

6. Blame the youth for being lazy 🙄 !

SCENE! 🎬

[Izac @spectechinvest]

@pdicarlotrader Thank you for circling back to TSLA. As you put it, right now it’s 🍿 for me on this name.

[Adam Grant @AdamMGrant]

What really drives leaders to resist remote work isn't productivity. It’s ego.

Our new data: Ordering people in full-time is a power & status move. Bosses want to be worshiped at the office altar.

Policies shouldn’t be vanity projects. Hybrid is better for people & performance.

[Izac @spectechinvest]

@GreenPlusAnE 💀

[zerohedge @zerohedge]

From Goldman's Delta-1 head, Rich Privorotski:

"A panel of Gemini 3 Flash, Kimi K2.6 and DeepSeek V4 Pro, fused together, beat solo GPT-5.5 and solo Opus 4.8 outright, while landing within 1% of Fable 5 at roughly half the cost.” (Openrouter -X ) If true, this is exactly the direction of travel the market has been underestimating. The race for intelligence increasingly feels as though it is shifting from a handful of labs toward model orchestration and open-source ecosystems. That is simultaneously bullish and bearish. Bullish because lower costs and broader access should ultimately drive more token consumption and more compute demand. Bearish because it accelerates token deflation and raises questions around the durability of model economics. The trillion dollar question remains whether lower intelligence costs ultimately create more demand than they destroy pricing power."

[Izac @spectechinvest]

The Young Economic Populists Reshaping the Left https://t.co/Jk3E9W5hRq via @YouTube

[Izac @spectechinvest]

@GreenPlusAnE https://t.co/HsddG8GqqV

[Izac @spectechinvest]

The productivity puzzle of the last 40 years may have one untested variable: the work week itself.
Work expands to fill available time.
AI is removing the cognitive load. A compressed week forces the inefficiency out. Why isn’t this more of a discussion
https://t.co/nt7D6wQ7LA?

[Andrew Yang🧢⬆️🇺🇸 @AndrewYang]

“As artificial intelligence and robotics relentlessly advance, the automation of the bulk of human labor will ultimately be inevitable.” - @MFordFuture

[Izac @spectechinvest]

@daschreiber is right: the core issue isn’t whether AI can do the work. It’s whether the gains accrue only to capital while wages remain the main claim on income. That’s not just socially fragile — it may be macroeconomically unsustainable.

@AndrewYang

[Daniel Schreiber @daschreiber]

https://t.co/f9Pc06baHQ

[Izac @spectechinvest]

@MarioNawfal Very indicative of the times we are in @HoweGeneration @Peter_Turchin 👀

[Izac @spectechinvest]

@balajis @balajis
This names the symptom, not the source. The real question is what underlying failure made anti-tech hostility politically fertile — and what political order could actually relieve the pressures driving it.

[Izac @spectechinvest]

@jam_croissant The midterms won’t be the resolution. They’re the reveal: whether people have begun to grasp what’s actually breaking, or whether the system still needs more pain before the backlash becomes fully conscious.

[Cem Karsan 🥐 @jam_croissant]

POP-ulism 🎈

[Izac @spectechinvest]

In February I wrote that companies would use their workforces to train their replacements — then restructure around the new capability.

We’re 3 months in. New piece on the pattern:

https://t.co/mLKlzhjbrE

[Izac @spectechinvest]

@GreenPlusAnE @DanielDiMartino @dcexaminer Sounds like an optimistic vision of the future. Would you call this austerity?

[Izac @spectechinvest]

@jlippincott https://t.co/llRTvuEtkl

[Izac @spectechinvest]

@jlippincott The post-WWII boom wasn’t the free market absorbing displaced labor. It was the GI Bill, public investment, and the US being the only intact industrial economy on earth.

[Izac @spectechinvest]

@jlippincott “Prices will fall” is doing all the heavy lifting in your argument and it’s not guaranteed.

Why would AI be different from globalization?

Also worth noting: the Fed targets 2% inflation on purpose. Disinflation isn’t a free win. Ask Japan.