Phobos

Real Estate Development, Multifamily, AI, Fintech and Healthy Living!

[Phobos @Thevivekspot]

@bubbleboi Well that didn’t take that long .. META’S MUSE DOWNLOADS DROPPED 8.1% WEEK-OVER-WEEK, SIGNALING A SLOWDOWN IN USER GROWTH: HUNTERBROOK

[Phobos @Thevivekspot]

@bubbleboi No it will not. It will be a nice up and down story ..

[Phobos @Thevivekspot]

@bscholl I don’t think it’s that interesting. If you look at Apple holistically they had a product but needed to secure supply chain, now they have supply chain and need to get a new hardware device. SJ working even after his death.

[Phobos @Thevivekspot]

@Dirtdog Same experience but on lease signing at last minute .. terrible method of operation.

[Phobos @Thevivekspot]

@mlkbfrey Yes

[Phobos @Thevivekspot]

@elonmusk @jinseongeo83473 @vasalex93 Who is going to use it? Your adoption will suffer. Safari is a brilliant browser …

[Phobos @Thevivekspot]

@alexandr_wang @a_lyx A circle is just enough straight lines pretending not to be one. Muse is the same endpoint with extra steps. Possibly worse. 😂

[Phobos @Thevivekspot]

@StockSavvyShay Meta has a major reputation problem. I am not sure about others but it’s less likely to get access to all the things it needs to make decisions. On device agents (privacy) that Apple or Google likely introduce will have a much more impacts

[Phobos @Thevivekspot]

@GavinSBaker With all respect to you @GavinSBaker, this is a classic case of off ramp from expenditure and limiting liability rather than anything to do with security. This will only limit local competition and establish AI cartel, as David Sachs correctly points.

[Phobos @Thevivekspot]

@seandsweeney This chart reminded me of the 2012 article in BBC regarding fishing.

[Phobos @Thevivekspot]

@MollySOShea It’s not really breaking, is it? Guy blows up his fund, a16z probably invested, and probably helped orchestrate the sale to Citadel. But values Leo enough to not let him sell books on who his investors were and how much he lost 🤣

[Phobos @Thevivekspot]

@dwarkesh_sp That’s a terrible analogy. Comparing an H100 to a human software engineer is like comparing automobiles to horse-drawn buggies. The value of compute isn’t determined by what it replaces today—it’s determined by the productivity of the models running on it.

[Phobos @Thevivekspot]

@elonmusk @yacineMTB Also the only reason you need to praise Anthropic now is to gain their business. Dario would be stupid to put his trust in your DCs completely.

[Phobos @Thevivekspot]

@elonmusk @yacineMTB You have never been a man of your words .. why do you think anyone would believe you now..

[Phobos @Thevivekspot]

@signulll Doesn’t this confirm the idea documented by Google in 2016 .. can machines dream?

[Phobos @Thevivekspot]

@RnaudBertrand Brilliant write up.

[Phobos @Thevivekspot]

@NickNemo17 Interesting thread, but I think you’re overlooking one key point: the system is too interconnected to be allowed to fail.
All major players have overlapping exposures. As long as the Fed can print, the incentive will be to extend, refinance, & socialize losses without implosion.

[Phobos @Thevivekspot]

@pitdesi Did you see the panic in the CNBC rant of Alex Karp .. he is running out of things to say

[Phobos @Thevivekspot]

@hamptonism To me he sounds like he is desperate and his moat is disappearing by seconds and NVDA was pushed for a deal ..

[Phobos @Thevivekspot]

Could it be that it’s in JD’s egotistical interest to let go of suitable successors that can outperform him? Maybe he wants to be associated with the “The Dimon era was the golden age of JPMorgan” 🤔🤔

https://t.co/j2nPpFA1JF