A.J. Button

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A.J. Button

A.J. Button

@AJButton2

Financial writer/journalist. Looking for value names in Chinese tech & AI. Follow for my latest investment ideas. https://t.co/uBk1Eap0Lq

Katılım Mart 2011
726 Takip Edilen8.6K Takipçiler
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A.J. Button
A.J. Button@AJButton2·
Hello new followers who came from @BrianTycangco's post! Here are the things you can expect me to tweet about on this account:
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A.J. Button
A.J. Button@AJButton2·
The U.S. tech scene right now
GIF
Markets & Mayhem@Mayhem4Markets

Apple just sued OpenAI. The same OpenAI it partnered with 18 months ago to put ChatGPT in your iPhone. > 2024: Apple and OpenAI announce a partnership. ChatGPT gets built into iOS. Sam Altman visits Apple Park. > 2025: OpenAI buys Jony Ive's hardware startup for $6.4 billion. OpenAI is building a device. Apple notices. > 2026: Apple files a federal lawsuit alleging OpenAI stole its trade secrets to build that hardware. The complaint is detailed. OpenAI's hardware chief Tang Tan, a former Apple VP, allegedly asked Apple employees interviewing at OpenAI to bring "actual parts" from Apple to show-and-tell sessions. A former employee named Chang Liu allegedly stole an Apple laptop when he left for OpenAI. The suit claims OpenAI misled hardware partners into believing they had Apple's permission to use a proprietary metal finishing process Apple invented. "At every level, from members of its Technical Staff to its Chief Hardware Officer, and in coordination with business partners, OpenAI has been stealing Apple's trade secrets." "We have no interest in other companies' trade secrets." These two statements cannot both be true. OpenAI is gearing up for what is expected to be a historic IPO. It just won a high profile trial against Elon Musk two months ago. Now it faces a second major legal front from the most valuable company in the world, in Apple's home court of Northern California. Apple already moved its Siri assistant to Google Gemini. The partnership is functionally dead. OpenAI finished its first hardware prototypes last November. It has not announced what it is building or when. The lawsuit might force it to show its hand. Did OpenAI cross the line from hiring talent to stealing from the company that trusted it as a partner? And if a jury says yes, what happens to the biggest AI IPO the market has ever seen? 🤔 $AAPL

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A.J. Button
A.J. Button@AJButton2·
Dude, if you're a Westerner in Bangkok and you suspect a cab driver is charging you $0.30 extra on a $1 ride, JUST PAY THE FUCKING FARE. You likely make like TEN TIMES what he does.
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A.J. Button
A.J. Button@AJButton2·
Alarming behavior observed among Westerners in Southeast Asia (e.g. Thailand, Vietnam): Being very cheap and stingy with the locals! What happens is Westerners arrive in SEA expecting everything to be dirt-cheap, then start haggling aggressively when it's not as cheap as expected. SEA is marketed to Westerners as a low-budget destination, a place where everything costs less than in the West. The marketing is true--SEA IS a lot cheaper than the West in just about every product category except electronics and authentic branded clothing. However, the result of the marketing is that it "screens" for cheap people. Many of the stingiest people in the West come to SEA and try to squeeze the locals for every penny they're worth on taxi rides, food purchases, and more! There have been reports of Westerners in Vietnam and Thailand HAGGLING over price differences of as little as thirty cents! Below we see an excerpt of a Facebook post where a Vietnamese host warns of a German national who had haggled aggressively during his stay. Apparently the author got wind that the person's next target was Thailand, and made the post to warn Bangkok hosts about his behavior.
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A.J. Button
A.J. Button@AJButton2·
@Mayhem4Markets Funny that I followed you for stock market stuff, and now am getting so much valuable info from you on AI security risks. Making connections with smart people always has unexpected rewards.
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Markets & Mayhem@Mayhem4Markets·
Probably a good time to remove all closed-source agents from your system. That relative opacity makes it even harder to know what they're doing with your data. Safe to assume guilty until proven innocent for most if not all. I'll have a write-up on best practices soon.
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A.J. Button
A.J. Button@AJButton2·
@TheLongInvest One of my best recent investments. I sold a small chunk, regret it. Hanging on until at least $500 with the rest.
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The Long Investor
The Long Investor@TheLongInvest·
$UNH is now within touching distance of jumping 100% from its low this time last year And just back to its 200 WMA NOBODY WANTED THIS Apart from the CEO, the COO and TLI. The safest and easiest 100% gain I’ve ever made Maybe even better than the 300% gain we made on SILVER as a safe haven.
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A.J. Button
A.J. Button@AJButton2·
@ACBradley94 It's kinda out of the way for most people living in the centre of the city. Significantly to the West of Liberty Village.
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A.J. Button
A.J. Button@AJButton2·
I lived in Toronto for two years. I live in Asia now and have visited several world cities. Based on my experiences, I present: THE GOOD, THE BAD and THE UGLY of Toronto. THE GOOD - The subway is both relatively safe and usually empty. It's not Asian-tier safe--you'll see the occasional sketchy looking guy--but it's safe by big North American city standards and there are ALWAYS some empty seats! - The subway map's simple "+" shape makes navigation easy, though this leads into a negative I will mention in the 'BAD' section. - In addition to the subway, Toronto has another slightly more expensive train system (forget the name) that gives you access to most of Southern Ontario. - There wasn't much noticeable street crime when I lived in Toronto though I heard there was an uptick in muggings/stabbings around 2020. Not sure what the situation is like now. - There is no noticeable smog and street pollution is at an absolute minimum. What little water you see in Toronto (e.g. on the shore of Lake Ontario) looks very clean. - The rent/housing price situation has gotten a bit less outrageous over time. When I lived in Toronto it had NYC-tier rent but without the NYC attractions. Based on what I've seen online, NYC rents have kept on climbing while Toronto's have stayed sorta flat. So, Toronto is uh, not INSANELY expensive by big North American city standards now? - The hospitals are pretty high quality, well staffed, with most services you could want available and covered by the Canadian gov't funded health insurance plans (as well as private international travel plans). THE BAD - The easy-to-navigate subway system--again it's a very simple "+" shape--can leave you with extensive travel still to complete once you get off the train. - The homeless situation is I guess relatively bad by Canadian standards. I never saw any homeless tent villages like they have in big U.S. cities but there's definitely a lot of panhandling. - I usually heard, from locals themselves, that "high culture" stuff in Toronto (ballet, opera, musical theatre etc) is very underwhelming compared to the same types of stuff in New York. THE UGLY - There aren't really any green spaces in Toronto. There is no Toronto equivalent of Central Park, Benchakkiti or Lumphini Park. The best parks I'm aware of in the city are like tiny little areas; the city overall is a mass of grey. - The whole Scarborough area is EXTREMELY depressing-looking.
SCHD STAN | Craig@SCHDETF

Summer vacation time! ✈️ Where do you go when you already live in paradise, surrounded by sunshine, sand, palm trees and humidity… so much humidity? 🥵🌴 Somewhere the summers are beautiful and mild, the people say “sorry,” the beer is strong, the food is good and Blue Jays play in domes. 🇨🇦🍻

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A.J. Button
A.J. Button@AJButton2·
SPACEX IS A VERITABLE BARGAIN NOW, AT 99 TIMES SALES WHILE LOSING MONEY! $SPCX If you think I'm crazy, remember that: > Elon is the "great white hope," the last white Christian-ish boy in top leadership in the world's most important sector--otherwise dominated by Chinese and Indians. > The above fact makes Elon something of a something of a "princess;" one of those people who people like to pamper and throw money at because it makes them feel happy. > What I described above is the true source of the "Elon premium"
Aria Radnia 🇮🇷@ariaradnia

SPACEX NEW ALL TIME LOW NOW TRADES AT A BARGAIN 99x SALES $SPCX

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A.J. Button
A.J. Button@AJButton2·
Does anybody know anyone doing purely fact-based reporting on the Iran war--no opinion whatsoever?
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A.J. Button
A.J. Button@AJButton2·
@HealthRanger @Alladdin1983 I don't think people should like, actively CELEBRATE other peoples' deaths. Even if the person in question was the lowest scum imaginable, it sets a dangerous precedent.
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A.J. Button
A.J. Button@AJButton2·
@eftegarie OK. If it does numbers then we take it to other platforms and try to find advertising sponsors. Big money will be coming. Also if an episode ends with us actually agreeing on a stock that we started off disagreeing on, that would be a pretty good indicator that the stock's good.
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amin eftegarie
amin eftegarie@eftegarie·
There’s a huge benefit to conversations that take place in front of a huge audience or maybe on a podcast. Because if a person is stubborn or unreasonable, the audience acts as a jury and will give them live feedback. The moment they say something fallacious, they’ll hear booh’s, or the comment section will roast them and call them out on their bullshit. During private 1on1s, people can convince themselves that they were right and won the debate, but with a live audience, there’s nowhere to hide.
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molson 🧠⚙️
molson 🧠⚙️@Molson_Hart·
Every day on Twitter I read the same accusations, not just from randoms but followers and even mutuals. I have never taken money to post anything here. I’ve never even engaged in a quid pro quo, despite being offered one. The only thing I have taken from government is a big f in my a. I don’t have a course. I make small money from monétisation, not enough for me to post for it. I have never raised money here. I don’t even repost my old posts because I think it’s lame. Every single post is a new thought (to the extent that my memory allows). I try to push new ground with every post, be innovative and take positions you get nowhere else, yes sometimes contrarian. And I don’t hide behind an anonymous account. I live with the consequences of what I write. So if you’re going to tell me that I’m a bad guy or an idiot or whatever, unfortunately I am just going to mute and move on because I can’t do all this work and also carry the burden of reading stupid personal criticism that is disconnected from reality.
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A.J. Button
A.J. Button@AJButton2·
(FYI I think ADBE is just 'meh' at these levels, the competitive threats have increased dramatically, I'm not buying the stock and have cancelled all my Adobe services).
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A.J. Button
A.J. Button@AJButton2·
X is full of people who think a LOW stock price means DON'T buy it. Here we see @RJCcapital implying ADBE's not a buy because it's at an all time low. Apparently "she" thinks people should've bought it 5 years ago at all-time highs?
RJC@RJCcapital

@AJButton2 the stock is at all time low. do you need me to hold your hand any further

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A.J. Button retweetledi
Paul Graham
Paul Graham@paulg·
Someone sent me an email that used "it's" for the possessive and I thought "At least it's not AI."
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A.J. Button
A.J. Button@AJButton2·
@RJCcapital Did I say I was an adobe bull? I implied past performance does not predict future performance. That's just objective truth,
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RJC
RJC@RJCcapital·
@AJButton2 the stock is at all time low. do you need me to hold your hand any further
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