Bo Montgomery

@DeepValueBagger My concern for AMD is Nvidia will gobble up the CPU market. That’s AMD’s cash cow to finance their lower margin GPUs. I’m not bullish on AMD. I could be wrong though.

$AMD is up 13% and it wasn't even their earnings. 😆 Adding to watchlist and research a bit more. Their earning will be on May 6th.

@APompliano @ssankar Been saying this. It’s great to see more people realize that.

I have changed my mind on how AI will impact jobs in America. Previously, I believed AI would replace many entry level roles typically filled by young employees. The technology would then work its way up the organization and eventually reduce the total number of jobs in a company. The data is saying something different, so when I get new information I am willing to change my mind. The number of software engineers being hired has been increasing. The number of open software engineer roles is growing. The number of new college grads who get hired has increased 5.6% over the last 12 months. The unemployment level for people aged 20-24 years old who have a college degree has fallen from nearly 9% to almost 5% as well. The Wall Street Journal recently wrote “AI created 640,000 jobs between 2023 and 2025 in the U.S., according to an analysis by LinkedIn of job posting data, including new white-collar positions such as Head of AI and AI engineer.” And I am starting to see companies throughout our portfolio aggressively hiring to keep up with the demand for their products and services. If AI can make employees more productive, which is widely accepted as fact, then companies are going to want as many productive units of labor as possible. This is a key reason why I am changing my mind. AI appears to be a magical technology that will make companies more productive and more profitable. The net result will be more corporations, more startups, and more jobs. All three are big, positive wins for the American economy.

@alperez1954 @ray4tesla That could be it too

@BoBilbo28 @ray4tesla No, $$$ Collect insurance money Faster and better than selling stuff that people don’t want

Huge fire broke out this morning at BYD factory facility in Shenzhen, China.

@prnvsym @ray4tesla People in China would disagree with you

@Gigachad11111 @SawyerMerritt @robotaxi That's a fair point. I am thinking they are deploying them to each city before they launch because they are getting more and more confident in their FSD software.

@BoBilbo28 @SawyerMerritt @robotaxi Well, based on how Tesla has been growing their robotaxi fleet and no new announcements for more cities , not more than a few hundred would go to the robotaxi fleet.

BREAKING: Tesla delivered 358,023 vehicles in Q1, up 6% YoY. Wall Street was expecting 365,600. Total Q1 production was 408,386 Tesla also says that they deployed 8.8GWh of energy storage in Q1 2026.

@skeptical_piotr @SawyerMerritt @robotaxi That’s understandable!

@BoBilbo28 @SawyerMerritt @robotaxi Willing to bet a lot against that.

@Gigachad11111 @SawyerMerritt @robotaxi It’s a legitimate question. Hope you are having a great week!

@BoBilbo28 @SawyerMerritt @robotaxi

@DoctorJack16 My question exactly! I hope is that is the case!

Tesla just reported Q1 deliveries of 358,023 vehicles and produced 408,386 units. What are the chances that a significant number of the unsold vehicles are sitting in lots across the U.S. waiting for Robotaxi deployment across 15 cities? 🤔

@Polymarket @wendyranderson @Ken_LoveTW

BREAKING: Chinese tech companies reported their weakest quarterly profit growth in three years.

@minchoi It's getting so old. Anthropic is just talking their book to raise capital and boost demand for their models...

🚨BREAKING: Fortune says leaked Anthropic docs show "Claude Mythos" is already in testing... And Anthropic thinks it poses unprecedented cybersecurity risks 👇

@cgtwts They are just talking their book. It’s hype that they will replace all white collar jobs in the next 5 years.

Anthropic researchers: “Even if AI progress completely stalls today and we don’t reach AGI, the current systems are already capable of automating all white-collar jobs within the next 5 five years” yeah, we’re cooked.

@thejefflutz Yep. I see you follow @Ken_LoveTW. How have you been liking his insights and posts?

@BoBilbo28 This is the key most recent example and the effects have been significant

From a supply chain perspective regarding the Strait of Hormuz, seldom discussed is the permanent displacement of demand the longer it remains “inoperable”… The groupthink is this is amazing leverage for the Iranians and they can close it forever. Regardless if it’s their oil or not, supply chains react and objectively migrate as risks grow. See Saudi E-W pipeline, US LNG ramp, etc… The longer they keep this closed the more likely that supply permanently migrates and literally never comes back …

I don't think this thought will be new to many. This thought came to me. After reading @PalantirTech's Medium blog post "Manufacturing with the Connected Edge", it makes me think that companies will experience a reflexive loop within Jevon's paradox. A self-healing, automated, scalable OS at the edge will allow companies to bring more and more in-house. It will finally be profitable and possible. Lowering the cost of one process will make downstream processes cheaper which causes more downstream processes to be cheaper. Upstream and downstream will benefit massively. Think of the companies that pioneer vertical integration like SpaceX and Tesla. I think we will see many more companies become more self-reliant, and vertically integrated, than ever before because of Palantir's platforms. What is the value creation of being more self-sufficient and speeding up the feedback loop? Thoughts? @arny_trezzi @amitisinvesting @BrettKrieger12 @eliano @chadwahl @JackPrescottX @PLTRs_Palantir Here's the link to their article- blog.palantir.com/manufacturing-…

@aakashgupta Highly disagree. That’s weaponized incompetence. It’s manipulation and childish.

A major cheat code in life: Master the art of strategic incompetence. Some tasks you don't want to be good at. Be bad at them and watch them get reassigned. Not everything needs your excellence. Some things need your exit.

@MarioNawfal Yeah they are using @PalantirTech’s Maven Smart System among other connective tissue to do that sort of thing.

🚨🇺🇸🇮🇷 The U.S. just activated a weapons system that existed only in Pentagon PowerPoints until now: the “sensor-shooter” network. Satellites spot a missile launcher and instantly beam coordinates to the nearest F-35 which fires without ever seeing the target. It’s basically Call of Duty killstreaks but real, global, and unstoppable. As Iran tries to move a launcher, U.S. satellites see it glowing like a matchstick from space, then boom...gone. A entire pillar of Iran’s military power is evaporating in real time. Source: Cappy Army

@a16z When do we get the full interview?

Alex Karp: "America has reestablished deterrence." "That actually just happened. It's happened in the last year." "That is a phenomenal asset that America now has that it did not have. And there are lots of reasons for it, but one—maybe not the most important—is a concatenation of the most unusual (in some cases otherwise maybe not fully functional) talent built around building something that was an absolutely scandalous, unpopular dream rejected by many people, called Maven." "If we are going to outperform the rest of the world, our single advantage is to augment neurodivergent, highly individual people to be their absolutely unique best—and protect their First, Second, Fourth, and Fifth Amendment rights so that they don't get screwed." @PalantirTech @KTMBoyle