T Joon

As promised.

Peter Thiel: “AI chips will get commoditized.” Yes, the value in AI has largely accrued to the semiconductor level so far amd concentrated largely in $NVDA. But this is bound to change. In chips, you can stay as a monopoly only if you have an exclusive partnership with the monopoly in a downstream market. This is how $INTC dominated CPUs for decades, by partnering up with $MSFT. We can’t see such a partnership in AI, industry dynamics don’t allow it: - Downstream market is fragmented. - Price/performance drives decisions. As a result, the more AI workloads shift to inference, the more fragmented the AI accelerator market will become as inference-specific chips or custom chips of hyperscalers will be used more. Yes, it looks like most of the value has accrued to $NVDA right now but it’s almost certainly not sustainable. This is why I don’t own it despite seemingly attractive valuation. Its base is already too high and it’ll certainly struggle to maintain it let alone grow.

@0xmitsurii Real-world walling lol

The Anduril technology that lets soldiers see through walls.

@akonfem01 exactly the playing style i rot for

We’ve officially reached the timeline where Japan is playing way more beautiful football 🇯🇵⚽ Pure epic tiki-taka vibes, smooth, flowing, and deadly. This team goal is absolutely stunning! 😍 we’ll see Japan vs Brazil in the Round of 16. Buckle up! #JapanNT #BrazilNT #WorldCup

I will stop reading posts on X on 1 April. The level of misinformation is high! I guess Community Notes is going to be insanely busy.

@RealJoeBonanno @ray4tesla sounds easy but wait, how come there is no 2nd Elon?

@ray4tesla Hiring the best people, getting $36 Billion in subsidies and Gov loans and contracts, this helps

In this 2015 interview, the host — a Tsinghua University professor — expressed genuine curiosity about how Elon Musk was able to found SpaceX without prior experience and knowledge in aerospace, especially given that rocket science is one of the most demanding hard sciences — and that Musk was serving as both CEO and CTO. Musk explained that deep expertise can be built outside formal academic programs — by reading extensively, conducting experiments, and speaking directly with experts in the field.

“An oldie but a goodie.” Chamath

2 ways your son becomes stronger than his father‼️‼️

When a man starts walking alone it means..

@Irenezhao_ How to annoy a woman? Casually ask for her age. Then overstate her age against her looks.

The number one way to truly annoy a man? Casually shade his wealth. The number two way? A subtle jab about his 'length.' And then finally, for maximum impact, question his height.

@ManUtd he has great chance to become the greatest but he chooses freedom instead.

Jadon Sancho turns 26 today! 🎈

@Irenezhao_ Now you have 44,251

I have 250k followers. 44,250 of them are from Singapore. Singapore has about 5.1 million active social media users. 44,250 followers represent about 0.87% of the people in Singapore who are online. Which means roughly 1 out of every 115 Singaporean is following me. Is my maths math-ing?

Keyword: It's like human in a superhero suit.

🚨⚡️A Ukrainian soldier who died in the war—these were the searches he had made on his phone.

Announcing TERAFAB: the next step towards becoming a galactic civilization twitter.com/i/broadcasts/1…

This is why hy intelligent people are always alone ‼️‼️

In 2007, 35-year-old Elon Musk explained how he chooses multi-billion dollar idea to work on. He revealed: • Why money is a bad goal • Why competition doesn’t matter • How great companies actually scale 12 lessons from young Musk that still feel ahead of 2026:

Be the man who can face a breakup, lose a job, deal with debt, and still say, “I’ll figure it out.” As a man, never seek Pity. Neverrrrr.

@playboytravis_ when you truly become a man, you see what a man sees, your father.

i think the final stage of being a man is understanding your father

@kevinxu he is the richest man now

friend of mine finally got a house, wife, and kids never seen him more stressed in his life