Yoka

経歴はバックパッカー→大工→商社→福祉→ メーカー→SaaS & BPO 趣味はギター。米国株投資はコアサテライトな感じで運用しています。

[Yoka @yusuke_oka]

何度も停戦してるし。
毎回株高…
何度も攻撃してるし。
毎回下落…
そろそろ気づいたらいいのに…

[Shay Boloor @StockSavvyShay]

U.S. stock futures flipped from red to green after reports that the U.S. and Iran agreed to halt strikes for now.

[Yoka @yusuke_oka]

30日までのFSD一括購入後始めて高速で車線変更して感動してる。車庫入れもスムーズ！

色々計算してみたら、僕的には５年以上使うならFSD一括購入はありだと思った。だってそのためにテスラを選んだんだからさ。

８７万とは超高級アプリだけどね😆

[Yoka @yusuke_oka]

今日（6月29日）ロイターが報じた、CXMT（長鑫存儲）とテンセントの200億元（約30億ドル）規模の長期契約のニュースですね。市場やネット上がAIメモリ特需だ！と脊髄反射で大騒ぎしている。
勝手にAI用の超高性能メモリ（HBMなど）を妄想して盛り上がっていますが、実態は完全にズレています。

[Yoka @yusuke_oka]

テスラのFSD購入あっけなさすぎた😮
今までの人生で買った中でいちばん高いアプリだ。

[Yoka @yusuke_oka]

日本の防衛も $PLTR パランティアを選択?
https://t.co/hRDuTPpG3t

[Yoka @yusuke_oka]

現在のLLM・AIエージェントの生態系（AnthropicのMCPなど）が「どうやってモデルを現実世界のデータやシステムと安全に接続し、自律的に動かすか」と試行錯誤しているプロセスは、Palantirがこれまでの歴史の中で泥臭く、しかし完璧に解決してきた領域そのものです。

[Yoka @yusuke_oka]

マイクロン$MU だいぶ上昇したが、まだまだ売らない。
パランティア$PLTR昨年200ドル超えたところから半減近く、だいぶ下げたがむしろ売らない
唯一売ったのはスカイウォーターテクノロジーズ。$SKYT本当はずっと持っていたかったが、IONQの買収があるので致し方なく5倍程度で売却することにした。

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

A good meeting with the CEO of Palantir Technologies, Alex Karp. Step by step, we are developing cooperation with the American defense sector. Palantir is a renowned global company with strong potential, and there certainly are areas where we can be useful to one another, strengthening the defense of Ukraine, America, and our partners. We discussed areas of technological development – both in the context of combat operations and civilian needs. We agreed that our teams will stay in touch.

[Palantir @PalantirTech]

Because we get asked a lot.

The Technological Republic, in brief.

1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation.

2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible.

3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public.

4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software.

5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed.

6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost.

7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way.

8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive.

9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret.

10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed.

11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice.

12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin.

13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet.

14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war.

15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia.

16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn.

17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives.

18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within.

19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all.

20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim.

21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful.

22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what?

Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska

https://t.co/8igjazz1On

[Yoka @yusuke_oka]

@maryoakleysan FAXでも自動化できますねえ．そういうPluginをclaudeにお願いして作っていただくだけで機能しちゃうのが怖い．

[Yoka @yusuke_oka]

もともと監視社会にいるとプライバシーとか心配しないんだろうなあ。中国でAIエージェントOpenClaw急拡大というのも頷ける。

[日本経済新聞 電子版（日経電子版） @nikkei]

中国当局、AIエージェント「OpenClaw」急拡大で注意呼びかけ
https://t.co/G9BDnldH5w

[Yoka @yusuke_oka]

@elonmusk 日本でそのニュースきくとタイムマシンに置いてけぼりにされてる気になる…いつつれもどしてくれるんだい？

[Yoka @yusuke_oka]

おお！NVIDIA好決算でもバーゲンだあ。データセンター関連銘柄がよりどりみどり😆
#NVIDIA決算

[Commentary Donald J. Trump Truth Social Posts On X @TrumpTruthOnX]

The Great Country of Japan is having a very important Legislative Election on Sunday, February 8, 2026. The results of this Election are very important to the future of Japan. The Prime Minister, Sanae Takaichi, has already proven to be a strong, powerful, and wise Leader, and one that truly loves her Country. I look forward to welcoming Prime Minister Takaichi to the White House on March 19th. In my visit to Japan I, and all of my Representatives, were extremely impressed with her. In addition to National Security, the United States and Japan have worked closely together on making a very substantial Trade Deal, one that strongly benefits both Countries. Prime Minister Takaichi is someone who deserves powerful recognition for the job she and her Coalition are doing and, therefore, as President of the United States of America, it is my Honor to give a Complete and Total Endorsement of her, and what her highly respected Coalition is representing. SHE WILL NOT LET THE PEOPLE OF JAPAN DOWN! Good luck on your very important Sunday Vote. PRESIDENT DONALD J. TRUMP

(TS: 05 Feb 12:42 ET)​​​‍​​‌‍​​‌‍​​​​​​​‌‍​‌‍​​‌‍​​​​​​​​​​‌‍​​​‌‍​​​​​​‌‍​​​​​​​​‌‍​​​​​​‌‍​​​​​​‌‍​​​​​​​‌‍​​​​​​​‌‍​​​‌‍​​​​‌‍​​​​‌‍​‌‍

[Yoka @yusuke_oka]

正直、今回の下げは
「売らなきゃいけない下げ」には見えない。

ポジション調整と様子見が重なってるだけで、
壊れに行ってる感じはない。

どう見ても調整局面。

買い場を探すフェーズにしか見えん。
$PLTR
#Palantir

[paji.eth @paji_a]

AIが人間をレンタルできるサービスが誕生

繰り返す…
AI”が”人間をレンタルする
↓
↓つまり
↓
AIエージェントの弱点って「現実世界に手が出せない」ことだった。でも RentAHuman[.]ai はAIが “人間”を呼び出して、現地確認や物理タスクを依頼→支払いまでやる、というコンセプト

[Yoka @yusuke_oka]

経営者が政治や宗教、思想信条を、従業員に押し付けない方が良いね。

https://t.co/050PjwRrat

[Yoka @yusuke_oka]

やっぱりタコじゃん

[Yoka @yusuke_oka]

6981 チャートが美しすぎる。

[Yoka @yusuke_oka]

おお、防衛大臣とパランティア…

[防衛省・自衛隊 @ModJapan_jp]

1月16日（現地時間）、小泉防衛大臣は、ワシントンD.C.において、AIやデータ分析のソフトウェア開発企業であるパランティア社を訪問し、同社や主要事業の概要説明を受けるとともに、安全保障分野におけるAIの活用状況などについて率直な意見交換を行いました🇯🇵🤝🇺🇸
#日米同盟