Brian Stout

Supply chain, nutrition and fitness enthusiast. Here mostly for anon fintwit takes and posting into the void

[Dr. Alex Wissner-Gross @alexwg]

FAANG was the Internet era.

MAGNA MOBSTA is the AI era's Innermost Loop:

Microsoft
Apple
Google
Nvidia
Amazon

Meta
OpenAI
Broadcom
SpaceX
Tesla
Anthropic

The 11 companies closest to the recursive core of compute, AI, chips, cloud, devices, autonomy, and space. Needs an ETF ticker.

[Anthropic @AnthropicAI]

Each time we release a model, we run the same test: give it code that trains a small AI model, ask the new model to speed it up. It takes a skilled human 4-8 hours to reach 4x faster.

In May 2024, Claude Opus 4 averaged a ~3x speedup. This April, Mythos Preview achieved ~52x.

[Eric Topol @EricTopol]

Big progress vs cancer, folks.
The kind of event curves from randomized trials that we've not seen before for a couple of the most deadly cancers. Congrats to the oncology research community for getting these trial done. #ASCO26, @ASCO

[Brian Stout @stoutiam]

@ChairmansLedger Insecure dorks. You won

[Dave Limp @davill]

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.

I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

We will fly again before the end of this year. Gradatim Ferociter.

[Azeem Azhar @azeem]

@graceblakeley Here
https://t.co/tX3mmWtPa0

[Brian Stout @stoutiam]

@ChairmansLedger Inevitable

[Azeem Azhar @azeem]

A general-purpose technology can sit inside firms for ages before we see the results. It happened with electricity, it’s happening with AI.

[Brian Stout @stoutiam]

@thekookreport @kevinxu You must have one hell of a microbiome to stomach days like today

[Jeff Bezos @JeffBezos]

Thank you for being here today. Your support means a lot to the whole team. We will get back to flight, and we will get to the Moon. Gradatim Ferociter.

[Brian Stout @stoutiam]

@ChairmansLedger Awesome, appreciated!

[Anjney Midha @AnjneyMidha]

apparently not everyone is aware of this, so sharing it here

since jan 2026, GPU rental prices are up 2x+

we are living through the covid of compute, and all the toilet paper is gone

stay safe out there researchers

[Brian Stout @stoutiam]

@Spybef0rey0ubuy Many who believe in the future of this market see a multi trillion opportunity, so $50B is not expensive by that measure.

[Brian Stout @stoutiam]

@spacanpanman @cyberprince_rwo ✍️

[Crémieux @cremieuxrecueil]

Eli Lilly has done it.

They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol.

That means they'll be able to effectively prevent most heart disease with a single infusion!

[Brian Stout @stoutiam]

@redrum_2001 Huge thanks for making this accessible. Couldn’t think of a better pump soundtrack at the gym.

[Brian Stout @stoutiam]

@PhotonBull Saying happy things about AST increases your karma

[Brian Stout @stoutiam]

@ChairmansLedger Give the nice people what they want.