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Bryce Smith
493 posts
Bryce Smith
@smith_bryce12
NMSU ➡️ Baylor Law ➡️ 10,000 Days Fund. Attorney/Investor. Co-author of #1 New Release @Amazon: The Ultimate Tesla Book: https://t.co/m4EhvNkr4z
Beigetreten Temmuz 2015
747 Folgt261 Follower
@buccocapital You sound like a person who doesn’t know how to use AI
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“It organizes your files”
“It prioritizes your emails”
“It tells you insights about your calendar”
These are not real things. They are not making you more productive. It is making you an idiot
Yes, AI is great. But this is fake productivity. This is dumb. You are being dumb
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@ContrarianCurse I know plenty of retail investors that hate it and spoke with several professional managers recently that think the multiple is still too high given what they think is very poor capital allocation.
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$META is a great business, but I'd love someone to point me to someone else that doesn't love it on here.
Saw two separate I'm going to full port this tweets just today
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@TikTokInvestors Compared to all of these types of videos I've seen, the advice actually isn't horrible. The returns are obviously exaggerated, but buying and holding megacap tech is a much better use of tax refunds than what 99% of people will do this year. She mentioned $GOOG, $NVDA, and $NFLX
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Did people forget that Amazon is the closest thing to a pure play on Anthropic as exists in the public markets? Everyone freaking out about Claude code and then simultaneously selling Amazon down to its cheapest multiple in history. $AMZN
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@michaeljburry They doubled capex to $180 billion. If they aren't getting ROI at this point, why double down? Think your thesis is sort of shot here pal.
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Alphabet changed risk factor language and useful life methodology language to include "historical asset performance" and "expected technology advancements."
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@Midnight_Captl @OpenAI Probably right. Also, everyone is scared of debt. But are people forgetting that if everything works out, the companies most leveraged to AI have the most upside? If OpenAI becomes the next Google, you'd want to be levered long into that.
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There’s a huge and increasing amount of money to be made in predicting and timing the market sentiment turnaround in @OpenAI
Literally trillions of dollars are being held up by the idea that OpenAI is a powder keg waiting to explode
I have a growing suspicion that they are not such a powder keg, and that they will successfully make the transition to a sustainable business model. Oracle, Microsoft, Nvidia, TSMC and many other names are connected to this one story.
Time the OAI sentiment bottom correctly in a name like Oracle, and I think you could be looking at a multi bagger over the next five years
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Wrote this deep dive on Google $GOOG back in May when the stock was around $165 (+100% in six months on a Mag 7) explaining how AI was the best thing to ever happen to the company, not the worst thing ever like the market feared back then. Funny how fast things can change.
Bryce Smith@smith_bryce12
But what the market is not recognizing is how AI could fundamentally change Google's business for the better. Right now, Google search is essentially an information retrieval tool. You type queries into the search bar, and Google provides a list of links which contain information that is relevant to the text you entered into the search bar. What Google has been doing thus far, providing ten blue links that you can click on, is in comparison to AI a very low-value-add service. While that service has been incredibly helpful to us so far, it is actually quite elementary compared to what AI can do. AI doesn't provide information, it provides intelligence. Instead of you having to synthesize information from disparate internet sources, the AI will do that for you, and a whole hell of a lot more. Essentially, it's a step change in the value added by the search bar. So, we can all agree that "text in, blue links out" will go away.
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Not to mention, all of them have lost their as*** the last few years being underallocated and/or short this historic tech bull market.
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I feel like everyone dumping on $NVDA has never actually used AI. They sound like uneducated children desperately searching for reasons to hate what is new and different and difficult for them to understand.
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Bryce Smith retweetet
I am unreasonably excited about self-driving. It will be the first technology in many decades to visibly terraform outdoor physical spaces and way of life. Less parked cars. Less parking lots. Much greater safety for people in and out of cars. Less noise pollution. More space reclaimed for humans. Human brain cycles and attention capital freed up from “lane following” to other pursuits. Cheaper, faster, programmable delivery of physical items and goods. It won’t happen overnight but there will be the era before and the era after.
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@GordonJohnson19 lol did you use AI to tell you how to calculate the default risk of...AI?
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How to calculate default probability when looking at CDS spreads. $CRWV $ORCL
Gordon Johnson@GordonJohnson19
CDS for the AI companies today... nothing to see here.
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Humanoid robot production should be a national security priority. China obviously sees that. Does the US (other than Tesla and Elon)? $TSLA $XPEV @elonmusk
XPENG@XPengMotors
Hello, world. IRON is on track for mass production — bringing us closer to large-scale humanoid manufacturing by 2026. IRON is not just a machine, but a companion built with purpose. A new chapter of intelligence begins. $XPEV
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@BenBajarin Well said. We've long doubted that most, if any, of the other bitcoin-miner wannabe HPC wannabe AI companies can actually deliver.
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If anything, the $CRWV bogey just goes to show how, even for someone executing like they are, building out capacity is not easy.
This is why the BTC miners who can make this pivot are few.
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@Malone_Wealth You mean off April lows when the stock was at 14 P/E? Cherry picking charts.
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Alphabet $GOOGL is now up 73% in 6mo. During that time the company announced less than 1% sales and earnings growth. Totally not a bubble.
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Anybody who thinks or says that Nvidia $NVDA is a "picks and shovels" play on AI doesn't understand The AI Revolution. NVDA gets 75% gross margins because it is The AI Revolution; not merely a supplier selling parts into it.
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@alexfinn Chrome already does all of this...do you just hate Google?
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OpenAI Atlas. OpenAI’s AI web browser
• AI agent that can control your browser
• Chat with any website
• Chat with your entire browsing history
• Personalized AI functionality baked into everything you do in a browser
RIP Perplexity Comet and Chrome
Bravo OpenAI
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@alexfinn Not a single company has challenged them? Chrome launched into an established market and overtook Internet Explorer when it had a 75% market share. Since then, they've been "challenged" by Microsoft (Edge), Apple Safari, Mozilla Firefox, DuckDuckGo, Perplexity, and now OpenAI.
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Google Chrome released 17 years ago
In 17 years, not a single company has challenged them. Complete monopoly.
Today that changes
OpenAI@OpenAI
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Bryce Smith retweetet
See before you're seen.
EagleEye enhances the warfighter’s perception by overlaying digital information onto the real world, delivering vital real-time insights.
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