Neo Patel

I want to revise this statement. We have the new MAG 8: Alphabet, Tesla, Microsoft, OpenAI, xAI, SpaceX, Netflix, Nvidia Alphabet showed us yesterday that AI is their future. Gemini is eating Google and from everything I saw yesterday they will be successful. Tesla is leading in Physical AI. Microsoft is leading in enterprise AI AND has a huge stake in OpenAI. Sam is playing four dimensional chess. With Ive's team he will now build consumer hardware effectively becoming the new Apple. xAI is becoming a strong contender on the AI front and with X and other consumer products will give a fight. SpaceX literally has NO competition. Same with Netflix. Jensen is keeping Nvidia on top of the game. Three of these are private companies, and OpenAI's corporate future is still in doubt with the dropped transition from non-profit to for-profit. IMHO, Apple, Amazon, and Meta are left behind in this AI transition. Cook just cooked Apple - no innovation, no direction, just financial engineering for years. Amazon's DNA is simply not the right one for this era. They needed to make a HUGE leap of faith bet on AI and their culture simply prevented it. Meta wasted too much time and attention on AR/VR and simply don't have enough of the infrastructure to succeed into new product categories.

@EconstratPB @DanRyan007 Even better. Tell them you are a Patel. They will give you security detail.

@CapitalPatel @DanRyan007 😂

The Pinebrook fam is safe. We’re here through Tuesday. Ty all for your concern.

@EconstratPB @DanRyan007 Keep it simple. Tell them you are Indian. I can teach you some basic Gujarati. You’ll be all set.

@DanRyan007 I speak flawless Mexican Spanish. The liability is my white kids 😂

@kkmaway Skills is also providing “skillz”, essentially programming using natural language. Bigger context windows means models able to take on more complex skillz. Think of this in organizational sense. line manager -> plant manager -> executive.

So all this skills this and that, memory this and that..subagent this and that, is really an arbitrage against the context window...what happens when that constraint goes away...as it did from 16 bit to 32 bit machines...

@kkmaway Solving bigger and more complex problems. Exponential progress.

@EconstratPB Every company will now switch focus to driving down opex because for the first time it’s feasible to make strides there. EPS galore. Those who don’t will be killed by new entrants that are AI first companies. Get ready for the craziest decade.

Beta.

@kkmaway Patels go wherever there is gold rush!

@EconstratPB @kkmaway @stevehou Hey man. Gotta be at Beaches with Kids.

@CapitalPatel @kkmaway @stevehou Unless you’re at an Aman resort don’t speak to me. 😂

@EconstratPB @kvassily Vegetarian only.

@kvassily Bruh. I need you here for that.

The people have spoken. I’m headed downtown.

Time to buy more $GOOG.

@stevehou I was referring to Ben’s comments. It’s a fantastic tool that you can use to create brilliant stuff. It’s not structurally going to “average” as he says.

@CapitalPatel AGI doesn’t admit operator error. If it needs a good “operator” to give the right answers, it’s not independently intelligent, is it?

Operator error.

@EconstratPB @sdav1986 @TheSpeculator0 I also like the infused water 😀

@sdav1986 @TheSpeculator0 Depending on the lounge, the biggest value add of airport lounges is a cleaner more private bathroom. Normie bathrooms are basically refugee camps. Lounge ones give a bit more privacy and hygiene. Or at least the appearance of it.

I used to not understand the lounge thing because I barely flew. Now that I'm flying more I still don't get it. People get the expensive credit cards so they can get some replacement level free food whenever they have to spend a couple hours at an airport? That's it?

Folks, it is time to pray for the Persians. Hard. May the lion roar again!

Utter lunacy. What do people expect.

Frens! Happy New Year! Sorry for the long hiatus. Was out travelling and building apps using AI coding agents. More to share in a few days.

Pathetic.

@blktsla Who! Is mad max gone!

14.2 new inactive self-driving start button now has options for speed profiles so you can select before you start 👏🏾