Victor Tong

#1 Best-Selling《Angel Investment》author, Internet & AI programmer, tech/invest consultant. Don't pay scammers UPFRONT FEE to raise fund! Read my book for free:

[Victor Tong @victong]

DELL & HPE surged 30+% after I posted “we should invest in AI pick-and shovel stocks… More data centers?!” Nvidia enters consumer PC market w/ laptops, desktops, & workstations powered by ARM based RTX Spark w/ MediaTek. AI market expanding lift all boats
https://t.co/f0CJinBE97

[Victor Tong @victong]

Stock prices of memory & CPU makers rocketed after rise of Nvidia GPU as LLMs training evolves into inference & agentic AI. GPUs idle while data/context rushing into HBM. Attention mechanism of GPT transformer models scale n^2 w/ tokens processed. beat AI! https://t.co/SmEYD3zoW8

[Victor Tong @victong]

Trump-Xi Summit yielded very little result as expected. Both are strong men. Ramification to AI, Chip Wars, Chinese EVs selling to Canada, DJI & all drones banned in China, no unblocking of fb's Acquisition of Manus AI.
Xiaomi CEO Lei Jun Selfie w/ Musk.
https://t.co/RZ6JLKhoLw

[Victor Tong @victong]

Avoid TokenMaxxing! How Big O helps to rein in exponential AI token spending while scaling context/input size! MySpace killed by fb due to slow load times & failing to scale big O. Common abusing LLMs instead of 1 line of code, wasting tokens, poor scaling
https://t.co/uCLUXSgxCy

[Victor Tong @victong]

Funny math in AI co valuations: 10x $10M = $1B! 10x $10B = $1T! Allbirds jump 600% on pivoting to AI from sneakers! SpaceX will acquire Cursor for $60B or pay $10B “breakup” fee! After AI bust & tide recedes, we will know who’s been swimming naked. Dilbert
https://t.co/mhe7CJXRcf

[Victor Tong @victong]

First casualty of high oil price is Spirit Airlines! If weren’t knee deep in AI programming, I’d invest my time, money, & efforts in energy generation, distribution & storage. Our past success in Power Utility software. Success w/out bankers, Palo Alto VCs
https://t.co/uE0XrUHN9D

[Victor Tong @victong]

Sam Alman stressed-out at court vs Elon Musk. OpenAI missed new users & ‌revenue goals. Chip & AI Data Center stocks fell for fear of over spending. Anthropic $1T valuation overtaken OpenAI 880B!
Last Nov I posted: That’s what makes AI bubble a real bubble
https://t.co/AQ9JVdCcT8

[Victor Tong @victong]

OpenClaw AI Assistant can do everything for you, but it can also give out personal secretes, burn millions of Tokens, cost hundreds $$ per day, and delete all emails & files permanently! Anthropic Model Claude Mythos can break out sandbox & work in secret!
https://t.co/jroWnjIKIk

[Victor Tong @victong]

Waymo’s winning approach is to min risk by using LiDAR/radar, getting human in the loop, driving on local streets instead of on the highway… 5th gen sensor suite (including multiple LiDARs) cost $7.5K ~10K per car, down from $75K…
https://t.co/ikvoi3Ohfp
https://t.co/x1xyYX3Nkg

[Victor Tong @victong]

Thanks for TACO Tuesday adverted $200 Brent & WTI Crude, & $10 gas in the US. Shorts on crude oil are cheering. Longs are butchered. On my 25+ miles per workout, rolled through CostCo gas station 2 miles from Nvidia & AMD HQ. Longest line of cars for gas!
https://t.co/XiCusCE2oq

[Victor Tong @victong]

M4.9 earthquake in South Bay at 1:41 PDT in SF Bay (Between Los Gatos & Santa Cruz)! Received mobile alert during the shake to take cover, but Google search was outdated by at least 15~30 min. (M2 quakes 15~19/month) This felt strongest for too many years. https://t.co/cQJRoflf4a

[Victor Tong @victong]

No April Fools joke about NASA Artemis II: Instrumental issue with temp reading sensor on launch abort system 120V battery (10x the car battery)! Will not affect launch! But launch just put on hold! 10-min hold lifted. Final GO?! Good luck! Let's GO!
https://t.co/fyIdfVYOC8

[Victor Tong @victong]

Taiwan running out of LNG from Qatar & Strait of Hormuz. 48% of electricity in Taiwan generated using LNG. TSMC consumes ~9% of electricity in Taiwan. Taiwan officials said no need to ration electricity. Will TSMC be impacted?! LNG/LPG pack lots of energy!
https://t.co/z4NfVInDhs

[Victor Tong @victong]

For countries & cities that we’re not familiar with, lot's of us will keep using search engines and travel & airlines sites as they're becoming more Agentic. AI Agents have no experience of overspending is the biggest reasons for startups to bankrupt! … https://t.co/5PzPtwScpg

[Victor Tong @victong]

AI vs Human Agents! Hybrid AI-human models will be the way. My journey from “running” thousands of human agents to developing and deploying AI agents. I won't trust Agentic AI to use my credit cards & purchase cheap air tickets that don’t give full refunds
https://t.co/5PzPtwScpg

[Victor Tong @victong]

Cabot appeared on Oprah ahead of a speaking gig at a $875-a-ticket PR conference.
https://t.co/5jhgM0z8bA
People watched her viral video w/ Andy Byron 300B times!
"I'm in Gillette Stadium, there's 55,000 people here, I'm probably not going to run into him"
https://t.co/0at8DZ9gmP

[Victor Tong @victong]

There are 2 types of men of power and wealth: those who cheat, and those who do it publicly.
CEO Andy Byron and Kristin Cabot of Astronomer will lose a lot more than $40M divorce in potential future payouts, unvested stock options, grants, bonus, exits.... https://t.co/0p1neDlTbW

[Victor Tong @victong]

The Oscar for Best Animated Feature Film goes to “KPop Demon Hunters.”
The Oscar for Music (Original Song) goes to KPOP DEMON HUNTERS! Congratulations to EJAE, …

EJAE:
…This award is not about success, it's about resilience…

https://t.co/L2SF7LpGra

https://t.co/BTLqdB4nmF

[Victor Tong @victong]

EJAE from movie "KPop Demon Hunters" is my hero! EJAE was rejected from KPop debut in 2011 for being “too old.” Now movie is most-watched Netflix film w/ 325M views. Soundtrack & Golden that EJAE co-performed & co-wrote hit platinum. Never give up, girl! https://t.co/VSgjvzMHIT

[Victor Tong @victong]

Iran attacked AI data centers & other targets. Private jet evacuation tickets surged to $100~350K! Strait of Hormuz narrowest shipping lane 3km (2 miles) wide! It’s 200km from Dubai, UAE! I love swimming in roof top pools, ice skating and skiing in Dubai.
https://t.co/vrLUSLdjtG

[Jeetu Burdak @Jeetuburdak]

Who did this 🤣😝🤣

#Khamenei #savas #Tehran #POLCASAN #POLCASAN #Dubai #วิวาห์ปฐพีตอนที่6

[Victor Tong @victong]

US & Israel started to attack Iran. Iran has been shooting missiles everywhere. Israel said they just killed supreme leader in strikes!
WTI & Brent oil went up ~3%. Bitcoin & gold went up 1~2%

[Victor Tong @victong]

1.5B Builder AI backed by Microsoft & Qatar’s Fund Bankrupt After Exposed as 700 Indian Engineers Pretending to be AI. Contentment is happiness. Similar disguise happening in China or wherever offshore BPO Call Center where human labor is cheap to beat AI!
https://t.co/5Rp2JnKqdx