AInvestmust

My goal of this handle was to shatter the QQQ all while disclosing my portfolio regularly & providing contrarian views on less popular stocks Here's how I did, I appreciate everyone who followed along! 2024: +52.60% 2025:+51.08% Inception: +130.55% QQQ (Incept) +56.97%

@abeloqp @elonmusk its going like 7mph

@elonmusk Not trying to be picky, but it never seemed to decelerate when it encountered those people on the road. Maybe it’s just a driving‑style thing, but I would’ve slowed down at least a little. Since the car makes no noise, maybe it could play a fake engine sound to alert pedestrians?

@_AashishReddy He said that and then proceeded to be the most obnoxious host afterwards. He reminds me of a news anchor trying to get him to saying something super provocative but then compares a computer chip to giving china nuclear warheads.. guys a naive narcissist at best

Some discourse seems to be harshly neglecting the disclaimer

@gmiller @NadimHossain There are so many technologies where you could draw this conclusion. You know how many of these headlines there were during the early 2000s?

@NadimHossain Well, Elon, Sam, Demis, and Dario all believe that ASI would have a significant likelihood of leading to human extinction. Are all the CEOs of every frontier AI company just 'AGI fear-mongers'? If so, why would you trust any of them?

The Jensen-Dwarkesh chasm is easily explainable by generational differences. J is a boomer. His views are rooted in practicality and experience. Nuanced spectrums vs extreme poles. Much more of a conservative, market-driven outlook. D is naive and idealistic and sincerely believes in the AGI fear-mongers nonsense and is parroting ideology from Dario. I appreciate his interview but find J much more relatable.

@michael22w @pettleburg @JWeinbachNBA I thought he had surgery?

@TryAInvest @pettleburg @JWeinbachNBA Embiid will play I suspect.

Boston’s projected playoff rotation: PG: Derrick White SG: Jaylen Brown SF: Sam Hauser PF: Jayson Tatum C: Neemias Queta Bench: Payton Pritchard Nikola Vucevic Baylor Scheierman Jordan Walsh The Celtics are seeking its third NBA Finals appearance in the last five years.

Naive is blocking all us companies from selling chips into china. If china build off nvidia there's a chance they have some oversight over ai deployment. If its all Chinese vertical stack we are choosing not to compete in that mkt at all while China sells us solar, batteries, hardware etc

@iroasmas I kind of don’t get Jensens whole “we just need dialogue and tell them they can’t use it for that” I think he’s a bit naive to say that

dwarkesh: “wouldn’t selling nvidia chips to china enable them to train models like claude mythos with cyber offensive capabilities that would be threats to american companies and national security?” jensen: “what the fuck did you just fucking say to me, you little bitch?”

@pettleburg @michael22w @JWeinbachNBA Agreed, with no embiid celtics could go with a big lineup and have garza play rotational minutes

@michael22w @JWeinbachNBA You don’t play more than 9 guys in the playoffs. Garza will be by committee but that’s it

@TylerDurdenThe @dwarkesh_sp The funny part is how many people think he was asking intelligent questions just bc they were contentious, end of the show was cringe

@TryAInvest @dwarkesh_sp Lol these guys have gotten lazy

Tomorrow

Clearly you were on tiktok during the pod Thinking a narcissistic 25 y/o was asking good questions is funny Whats also funny is thinking putting export controls on Nvidia chips will solve the nation security problem hes talking about. Its literally the opposite, if China builds off nvidia we have a chance to control against bad outcomes. On Chinese chips we dont

@TryAInvest @buccocapital "...you're making two different statements. One is that ... our chips are going to be way better ... Another is that they would be doing the same exact thing without us ... How can both of those things be true...?" "It's obviously true." Jensen should go into politics 😂

Man, Jensen and Dwarkesh really go at each other on China. Refreshing to listen to an interview where someone isn’t a total sycophant. Respect.

@AustenJ248855 @CoinzSir @buccocapital youtube.com/shorts/1U4_pFs…

@TryAInvest @CoinzSir @buccocapital Has he stated this somewhere? Not saying you're lying but just want to know where he has publicized his position. I've always understood AGI to be something that allows recursive self-improvement and that's what I assume he defines it to be as well.

@mcagney @aayushtrades @Figure Mike, is Figure going to save private credit through the transparency and fractionalized liquidity Figure connect provides?

@aayushtrades They aren't even close. @Figure is the first and only to build a capital market ecosystem away from the GSEs. Anyone who thinks Figure is a HELOC originator is living in 2020.

to those comparing $BETR to $FIGR: $BETR is essentially just a nice ui sitting on top of the exact same legacy mortgage rails that everyone else uses. all other lending companies basically do that same model. anyone with enough funding can write software to originate loans and buy growth. the problem is they still have to rely on expensive warehouse lines of credit to fund those loans and then deal with weeks of settlement delays to sell them on the secondary market. all those layers of middlemen eat the margins which is why they are burning tens of millions in cash just to push volume. reason they are growing 100% YoY is because they were literally about to die and coming off a really low base and decided to slap AI on their product lol $FIGR is fundamentally different because they are a blockchain company reinventing the entire backend infrastructure. every loan they originate is minted directly on the provenance blockchain. by putting the asset on a distributed ledger they completely eliminate the need for third party custodians trustees and title intermediaries. settlement happens instantly. that backend is incredibly hard to replicate. you cannot just sign a partnership and spin that up. it takes years to build the infrastructure get the regulatory approvals and actually convince massive institutional buyers to transact on a blockchain ledger. on top of that infrastructure moat they built figure connect which is a marketplace that routes loans directly from originators to capital market buyers. and now they are taking it a step further by tapping into defi liquidity pools to fund loans. one is burning cash to acquire customers on an outdated system and the other actually fixed the plumbing to change the unit economics of entire asset classes

@WazzCrypto @SecKennedy @MartinShkreli How so?

@SecKennedy This is like a 9/11 for @MartinShkreli

Today, we took long-overdue action to restore science, accountability, and the rule of law. In September 2023, the Biden FDA pushed a number of peptides into Category 2 — “Bulk Drug Substances that Raise Significant Safety Risks” — driving a dangerous black market that puts Americans at risk. Now, after nominators withdrew 12 peptides, the FDA will remove them from Category 2 and will bring them to PCAC at its next two meetings, beginning in July—where independent experts will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence. • BPC-157 • Thymosin beta-4 fragment (LKKTETQ) • Epitalon • GHK-Cu (injectable) • MOTS-c • DSIP (Emideltide) • Dihexa Acetate • Ibutamoren Mesylate • Melanotan II • KPV • Semax (heptapeptide) • Cathelicidin LL-37 This action begins to restore regulated access and will immediately begin shifting demand away from the black market. We will follow the science, enforce the law, and deliver the clarity patients, providers, and pharmacies deserve.

@AustenJ248855 @CoinzSir @buccocapital He believes humans are distinctively different than ai and that agi has already been achieved by definition. People continue to redefine agi bc its provocative and good for advertising, thats about it

@TryAInvest @CoinzSir @buccocapital No I don't believe in AGI, but a lot of the tech CEOs do. I'm assuming Jensen does unless he says otherwise.

@AustenJ248855 @CoinzSir @buccocapital Lol youve been brainwashed by AGI doomerism so I cant help you

@TryAInvest @CoinzSir @buccocapital If you think we'll reach AGI then what matters is who gets to AGI first. Not who controls the semiconductor stack.

@TylerDurdenThe @dwarkesh_sp Wow you predicted this pretty well lol

@dwarkesh_sp I hope you did some research before the podcast, not like the underwhelming Elon piece where you didn't even try out the latest FSD or Robo taxi before the interview. You missed a lot of key points in that one, hope it's not the same case with this one.

Wym the export controls aren't perfect? The export controls are you can sell zero chips to China. So while China lets American companies buy their solar, batteries, cars etc guess what it furthers? China's lead in those areas bc thats all going back into R&D, scale and lower costs. Also gatekeeping China entirely and not building off Nvidia stack means we don't control security risk outcomes, it's completely illogical

Jensen's point about tech stack lock-in is real but he's overestimating how much it matters for inference vs training The export controls aren't perfect but "let them buy H100s so they use our ecosystem" feels like optimizing for market share over actual security. If DeepSeek runs great on any hardware that's actually a win for open standards not Chinese lock-in

Distilled recap of the back-and-forth with Jensen on export controls: Dwarkesh: Wouldn’t selling Nvidia chips to China enable them to train models like Claude Mythos with cyber offensive capabilities that would be threats to American companies and national security? Jensen: First of all, Mythos was trained on fairly mundane capacity and a fairly mundane amount of it by an extraordinary company. The amount of capacity and the type of compute it was trained on is abundantly available in China. Dwarkesh: With that, could they eventually train a model like Mythos? Yes. But the question is, because we have more FLOPs, American labs are able to get to this level of capabilities first. Furthermore, even if they trained a model like this, the ability to deploy it at scale matters. If you had a cyber hacker, it's much more dangerous if they have a million of them versus a thousand of them. Jensen: Your premise is just wrong. The fact of the matter is their AI development is going just fine. The best AI researchers in the world, because they are limited in compute, also come up with extremely smart algorithms. DeepSeek is not an inconsequential advance. The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation. Dwarkesh: Currently, you can have a model like DeepSeek that can run on any accelerator if it's open source. Why would that stop being the case in the future? Jensen: Suppose it optimizes for Huawei. Suppose it optimizes for their architecture. It would put others at a disadvantage. As AI diffuses out into the rest of the world, their standards and their tech stack will become superior to ours because their models are open. Dwarkesh: Tesla sold extremely good electric vehicles to China for a long time. iPhones are sold in China. They didn't cause some lock-in. China will still make their version of EVs, and they're dominating, or smartphones, they're dominating. Jensen: We are not a car. The fact that I can buy this car brand one day and use another car brand another day is easy. Computing is not like that. There's a reason why x86 still exists. There's a reason why Arm is so sticky. These ecosystems are hard to replace. Dwarkesh: It's just hard to imagine that there's a long-term lock-in to the Chinese ecosystem, even if they have this slightly better open-source model for a while. American labs port across accelerators constantly. Anthropic's models are run on GPUs, they're run on Trainium, they're run on TPUs. There are so many things you can do, from distilling to a model that's well fit for your chips. Jensen: China is the largest contributor to open source software in the world. China's the largest contributor to open models in the world. Today it's built on the American tech stack, Nvidia’s. Fact. All five layers of the tech stack for AI are important. The United States ought to go win all five of them. in a few years time, I'm making you the prediction that when we want American technology to be diffused around the world—out to India, out to the Middle East, out to Africa, out to Southeast Asia—on that day, I will tell you exactly about today's conversation, about how your policy ... caused the United States to concede the second largest market in the world for no good reason at all.

@imjmcinnis @sjgadler Jensen is completely right. That's like saying if Apple ships 1 iPhone into China that's the equivalence of enriching uranium and giving it to them. That's completely illogical & talking in absolutes/linear outcomes... exactly what Jensen says himself

@sjgadler man, *that* is the answer he prepped? that's the best he can do?

Dwarkesh: Why would we want to sell China the materials for a serious cyberweapon? It's like selling them nukes with a casing that says 'made by Boeing' and claiming that's good for the US Jensen: Comparing AI to nukes is lunacy. Enriched uranium is a lousy analogy. It's an illogical analogy. What we have to recognize is that AI is a five-layered cake.

@HughLouisDewey @scott73187192 @JoeCassandra @Geiger_Capital Can't read, can't comprehend, can't respond. Wants to tax people more with absolutely zero net benefit means you may need a POA

@TryAInvest @scott73187192 @JoeCassandra @Geiger_Capital That’s all very interesting. You’re still wrong

The top 1% of New Yorkers already pay for 46% of all income taxes collected... The bottom 50%, pay absolutely nothing.

Ohhhh social security, the program that they're saying will be gone by the time I'm in retirement? Or at best the benefit cut to 80%. Which btw deletes most of your paycheck only to give you a horrible return if you live long enough to receive it. Oh and it's taxed as income even though it's just a redistribution of the money you lent the government. Also, the federal government can run a deficit & print money yet after doing so AND taking record taxes government services are overwhelmingly worse now vs 20 yrs ago

@TryAInvest @scott73187192 @JoeCassandra @Geiger_Capital For every $100 the government spends, nearly half go to medicare, medicaid, or social security. Before you trot out how medicare/medicad are all fraud, almost 20% is social security alone. Only off by a factor of 40. Not bad!

This Jensen takeaway is fundamentally wrong in every way 1) Limiting US companies ability to sell into China to zero effectively advocating for the same deterrence policies China could do with critical minerals so NOBODY makes chips anymore, horrible 2) China allows and many including Elon buys TONS of solar & battery storage from China. They have 90% market share in these key areas Jensen talks about. All that revenue gets recycled back into China to fund their R&D and further their lead. You want a real extremist example that could happen? They sanction us from all of that critical technology, also horrible 3) Locking them out of Nvidia's ecosystem is the worst possible thing you can do. If they build off of Nvidia tech, even if it's 3 generations older, means American chip infrastructure controls the security layer that is the most important thing in ensuring national security 4) The more doomerism you buy into the more it's obvious you are probably easily brainwashed into other extremism ideas/ideology... Like Jensen said, do you're research and don't be a disservice to American businesses $NVDA

@stockpickerspb @scaling01 Right, its pure narcissism. He never acknowledges anything jensen says in the interview and circles back to these extremist linear outcomes that make no sense

@scaling01 Yikes. Dwarkesh is giving me flashbacks to when I was 25 and thought I knew it all 😬

jensen is crashing out at around 1 hour 10 mins lmao