Thomas Thomas

Fascinated by equity & crypto markets, volatility & valuation. Nothing here is a recommendation to buy/sell a security.

[Thomas Thomas @thms2]

https://t.co/VDB7Ob6Bai

[Thomas Thomas @thms2]

Cerebras prices IPO above expected range, as Wall Street braces for AI tsunami https://t.co/RfcWdHVzTG

[Thomas Thomas @thms2]

https://t.co/Oc4L14kilC

[Thomas Thomas @thms2]

What Is Terafab? Musk’s Plan to Build at a Planetary Scale https://t.co/asAm2m6adT

[Thomas Thomas @thms2]

AI billionaire Alex Wang: Teens should ‘spend all of your time’ on this @CNBC https://t.co/6rTuVooxX6

[Thomas Thomas @thms2]

https://t.co/0LAU3ViZJs

[Iseunife The First @Shawnife]

https://t.co/3dbagkLy4S

[Thomas Thomas @thms2]

30 Years of Business Advice in 13 Minutes (from a Billionaire) https://t.co/cOXNCp4lz6 via @YouTube

[Dustin @r0ck3t23]

Changpeng Zhao just identified the next financial market, and every traditional bank is structurally obsolete for it.

“Transacting millions of times more than humans.”

The Machine Economy. Financial systems were built for human speeds. We buy coffee, pay rent, sleep. AI agents operate continuously without rest.

Zhao: “You’ll soon have thousands of AI agents working for you.”

Negotiating APIs, buying compute, booking logistics, executing trades. All simultaneously at machine speed. Transaction volume from AI commerce won’t supplement human activity. It’ll eclipse it completely.

The infrastructure isn’t Visa or banks. It’s stablecoins like USDC. AI needs programmable money settling instantly, not in “3-5 business days.”

Zhao: “Digital assistants will not find banks suitable.”

AI executing millisecond arbitrage can’t wait for bank transfers. Delays don’t slow the system. They break it entirely.

From high-frequency trading to high-frequency living. Banking adapts or gets routed around.

Zhao: “They’ll book hotels, buy tickets… transacting millions of times.”

Credit cards need identity. Stablecoins need cryptographic keys. AI excels at key management, not waiting for human approval processes.

Default currency for AI won’t be physical dollars. It’ll be programmable dollars. First institution integrating with AI agents captures next-century transaction flow.

Legacy banking assumes human speeds with settlement delays. AI operates at microsecond velocity with instant settlement requirements. Architecturally incompatible.

Infrastructure handling trillions in human commerce becomes the bottleneck strangling quadrillions in machine commerce. Markets eliminate bottlenecks by building parallel systems.

Once machine economy reaches scale, traditional banking doesn’t compete. It becomes the slow legacy option only humans use while everything significant happens in infrastructure they can’t access at competitive speeds.

[Thomas Thomas @thms2]

NVIDIA's Founder & CEO, Jensen Huang Fireside Chat With Mukesh Ambani | ... https://t.co/81ZwgbzErc via @YouTube

[Thomas Thomas @thms2]

https://t.co/ffbXqqp6HR

[Thomas Thomas @thms2]

The Success Story Of Zhang Yiming, Founder Of Tiktok https://t.co/TWHw9dCKvL

[Thomas Thomas @thms2]

https://t.co/XLaPp73Sef

[Nicegram @nicegramapp]

https://t.co/bh2hi6zLGW

[Thomas Thomas @thms2]

Check out this article from MarketWatch - PayPal’s stock heads for near-historic decline upon ‘dramatic’ CEO change
https://t.co/amK0Qw7WKs

[Thomas Thomas @thms2]

Worth watching

[John Kennedy @SenJohnKennedy]

I’ve been working for years—literally YEARS—to get the government to stop sending checks to dead people.

Now that Congress has passed my bill to end this fraud permanently, it’s finally on its way to President @realDonaldTrump’s desk.

[Thomas Thomas @thms2]

Groq and Nvidia Enter Non-Exclusive Inference Technology Licensing Agreement to Accelerate AI Inference at Global Scale https://t.co/ljta2a0MNZ

[HyperLancer AI @HyperLancerAI]

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[Haider. @haider1]

Ilya Sutskever:

SSI is built on a different technical path, but eventually all approaches to converge as AI gets more powerful

The first true superintelligence must be aligned, democratic, and fundamentally care for sentient life

"this is the condition everyone should strive for"