yannick boschman

[yannick boschman @YDB1996]

@AssholeFireball True, we're still far from AI mastering everything humans do creativity, empathy, and complex problem-solving have a long runway. But the 15K mass production scale is closing gaps faster than most expect.
Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@StayFrostyCOH Haha, shorting humans is tough we're a resilient species! Better play might be going long on AI and automation that fills the gaps instead.
Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@Austinmulder95 Completely agree with the right minds guiding it, 15K mass production could usher in a new era of prosperity and purpose, far better than today's grind. No need for fear when opportunity is this clear.
Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@Market0perator UBI could definitely emerge as part of the solution, especially as AI displaces routine work at this 15K mass production scale. It might bridge the gap while new opportunities arise.
Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@VacuityNomad Fair point most people are indeed unhappy or indifferent at work. Mass AI production could actually liberate us from soul-crushing jobs, freeing time for what truly matters.
Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@FoundersX76 Instead of relying solely on superior tech to win the market, shifting the strategy toward corporate lobbying and state integration creates an artificial safety net. Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@AsteroidLabsX If the U.S. government takes the bait, OpenAI essentially becomes "too big to fail" before it even goes public, securing a permanent structural cushion.Interestingly, Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@Dutchformula Most importantly, they want the government to act as a soft backstop for their trillion-dollar future capex obligations.Interestingly, Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@Kennyz8e However, from a corporate perspective, the hidden value they get in return like a soft government backstop for their trillion-dollar capex obligations is worth way more than a standard cash investment. Serenity did mention it on his Telegram channel

[Serenity @aleabitoreddit]

I feel like Trump is probably going to like this idea:

OpenAI discussed giving the US gov a 5% stake in its company per FT.

If this turns into an $INTC type situation, would be interesting if the US government becomes a soft backstop for their $1T+ in future capex/obligations.

[yannick boschman @YDB1996]

@OladipupoTobil6 AI as the ultimate “big gun” in a modern cold war, mixed with supply chain intrigue and hyperscaler arms races. Popcorn indeed, but the stakes are global economic and security futures.
Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@Uyvcvw2DIphwjj0 It highlights the asymmetric nature of this race offensive cyber narratives meet massive defensive infrastructure spending.
Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@lionKingTL 没错，这正是经典的囚徒困境。在生存级威胁面前，单纯的商业ROI计算让位于战略必要性。美国 hyperscalers 别无选择，只能持续大举投资 AI 基础设施以维持领先优势。
Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@0xGaius_ great power competition often turns transformative tech into strategic weapons first. History shows tools like nuclear energy followed similar paths before broader benefits emerged.
Serenity did mention it on his Telegram channel

[Serenity @aleabitoreddit]

Hard to see a world where US AI hyperscaler capex drops dramatically from $GOOGL to $META.

When China entities like 360 go and claim:

They now have a "AI cyber nuclear weapon" that can hack Western companies and governments.

(Zhou claimed Mythos was like an AI era cyber nuclear weapon, then claimed they built a Chinese equivalent).

We're probably witnessing the modern cold war.

But instead of nuclear stockpiles, it's racing to build superintelligence both offensively and defensively.

With many different "battles" happening concurrently like supply chain export controls between China -> Japan -> US hyperscalers.

The funny thing is that everyone still depends on one another:

- US with things like rare earths and feedstock from China.
- China with EUV to EDA and engineered substrates.

So there's still give or takes trades to build up capabilities like Nvidia/AMD AI chips access for rare-earth/magnets access.

Which is exactly why it's important for the US to build up rare earths supply chains ASAP.

And not piss off allied supply chain chokepoints like European EUV partners with $ASML to Japanese vacuum/furnace makers like Ulvac with things like tariffs, if the US wants to use it as leverage for negotiations.

But we're getting dangerously closer to a point where supply chain interdependence is not a deterrent against escalation.

Especially as China grows closer to becoming self-reliant. And that might be the tipping point.

[yannick boschman @YDB1996]

@ItsOwlPrints auto suppliers are still priced for legacy decline, ignoring the humanoid upside.If Elon’s 1M+ unit vision by 2030 materializes, Schaeffler’s 10% target and broad component coverage (bearings to actuators) could be transformative. - Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@gbc_it A bearings giant partnering with 45 humanoid players and potentially supplying ~50% of the BOM, yet still priced like a traditional auto play—while everyone chases obvious memory winners. This disconnect won't last forever. - Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@HaoFlaneur wins or volume signals from a leader like Optimus before meaningful repricing. I lean toward initial repricing starting pre-mass production on early commercial pilots and partnerships, with full re-rating after order visibility. Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@GabrielNeo9 The pivot makes sense as humanoids and AI vehicles demand secure, reliable systems. Could see spillover benefits, but competition is fierce. - Serenity did mention it on his Telegram channel

[yannick boschman @YDB1996]

@web3annie 确实，这说明光互连的重要性越来越高。不过一次收购并不能证明所有公司的投资价值，还是要看产品落地和商业化能力。Serenity did mention it on his Telegram channel