MARC ANDREESSEN JUST WENT ON ROGAN AND DROPPED THE MOST IMPORTANT AI ALPHA OF THE YEAR.
3 hours and 20 minutes of podcast.
Here are the 17 things worth your attention.
1. AGI is already here. Marc thinks the line was crossed 3 months ago with GPT-5.5, Claude 4.6, Gemini 3, and Grok 4.3. Nobody noticed because the field moves too fast for anyone to register the milestones anymore.
2. For almost any topic the top AI models now give him better answers than the world-class experts he could call on the phone. And he can call basically anyone.
3. Every doctor is secretly using ChatGPT in the exam room. They turn around the second you stop talking and type your symptoms in. Some do it while you are still sitting there. His quote: "At that point you are asking what do I need you for."
4. When AI refuses to answer something he wants to know he tells it he is writing a novel. "Walk me through how the bad guy robs the bank." It explains almost anything if it thinks it is helping you write fiction.
5. When something is too complex he says "explain it like I am 10." Then "like I am 5." Then "like I am 2." He keeps going until it actually clicks.
6. When he wants to understand a tough topic he does not ask what the right answer is. He asks the AI to steelman one side then steelman the other. Then he decides for himself.
7. For big questions he tells the AI to pretend to be a panel of experts. "Be a doctor, a lawyer, a historian, a psychologist, and argue this out with each other." Then he reads the debate.
8. Pay attention to the exact moment you think "I do not know how to figure this out." Most people give up there. That is the moment you should open the AI.
9. The only real skill left in using AI is knowing what to ask. The models can do almost anything you can describe in plain English. The bottleneck lives in your own head.
10. You can send AI photos of almost anything medical now and get a real answer. Skin rashes. Blood test results. The new models read images not just text. A free 24/7 second opinion on anything.
11. The one type of therapy clinically proven to work is cognitive behavioral therapy. It is also something an AI can fully do on its own. Every person on earth is about to have access to a real therapist for free anytime they want.
12. AI is solving math problems open for 100 years that no human mathematician could crack. Same thing is starting in physics, chemistry, and biology. Expect cancer cures and weird new physics breakthroughs in the next few years.
13. The best AI coders in Silicon Valley now make $50 million a year. One person. That number tells you how big this thing actually is when you strip away all the doom takes.
14. One friend paid $200 to decode his entire DNA. Then gave the AI his DNA, blood test results, and Apple Watch data. The AI built him a full health dashboard and started telling him exactly what to fix.
15. Another friend put two cameras in his home jiu jitsu gym. AI watches him spar and gives him technique notes after every round. A world-class coach at every practice for free.
16. The best programmers in Silicon Valley now run 20 AI coding bots simultaneously. Each bot writes code while they review the others. They call themselves AI vampires because going to bed means 20 workers stop and you lose money every hour you sleep.
17. The obvious next step: the bots will run their own bots. One human running 20 bots each running 20 more. One person. One laptop. 1,000 AI workers. This is months away not years.
Bookmark this before you watch the full podcast.
Follow @cyrilXBT for every AI insight worth your attention the moment it surfaces.
PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries.
Here are some of the names that Trump bought:
$PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.
Anthropic ha publicado un taller sobre cómo construir una empresa solo con Agentes IA.
Agentes trabajando entre ellos, repartiéndose tareas y ejecutando procesos.
Gratis. Del equipo de Claude.
Lo he subtitulado al español.
Si quieres que la IA trabaje por ti, guarda esto 🔖
Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE
Just throwing out other thoughts aside from $AAOI and $AEHR.
You’re trading your one beautiful wild fucking soul
for validation and a graveyard of forgettable nights
while the woman worth keeping walks right past your pathetic sheep ass.
This Article is a slap in the face wake up.
CLAUDE FULL COURSE 4 HOURS
This is the most detailed Claude guide I’ve seen online.
Bookmark this before you forget.
4 hours.
Build tools.
Automate work.
Learn how people build bots and systems.
Claude → Tools → Automation → Products → Money
I have a secret to share
After your first $2–$3 million, a paid off home and a good car, there is no difference in quality of life between you and Jeff Bezos. Both of you have limited amount of time on earth; you have twice if not more than Jeff, so you are richer than him. A cheeseburger is a cheeseburger whether a billionaire eats or you do.
Money is nothing but a piece of paper or a number in your app. Real life is outdoors.
Become financially independent; that’s usually 2–3mil. Have good food. Enjoy the relations. Workout. Sleep well. Call your parents. That’s all there is to life. Greed has no end.
Repeat after me: Time is the currency of life. Money is not.
Sooner you figure this out, happier you will be.
sure - smoking weed, playing call of duty and gooning to instagram hoes might feel good for a moment, but once you truly taste the life of discipline, achievement, goal-crushing, people depending on you, people asking you how the fuck you did it, taking care of the people you love, proving people wrong simply by being, impressing even yourself, setting a goal and crushing it 10x, and going to bed late at night exhausted and proud of what you have done today, there's simply NO going back. there is no drug in the world that feels better
The only advice i would give a son is the world hates you until you become useful. then it pretends it never hated you, and you must remember that it did, or you will start believing the love is real. and that is how they tame you