Christoph Friedler

When the great @karpathy likes your suggestions. 🤩

@deedydas @grok how exactly can I reproduce this with cloude code

Claude Code is one of the worst named products. It's not just for code. Watch this Hermès ad. 30 seconds. 8 shots. Voice. Music. Even text branding burned in with ffmpeg. Clopus 4.5 wrote a script, orchestrated ElevenLabs, Google Veo 3, downloaded music and made this from scratch.

@visegrad24 @grok how many barrels per day does Chine need currently

BREAKING: Reuters reports that Venezuela’s oil shipments to China have stopped since five days, but continue to the U.S. through Chevron Corp. Before the crisis, Venezuela sold on average 700 000 barrels a day to China while the U.S. bought around 150 000 per day.

@dwarkesh_sp @pawtrammell @nntaleb do you stil have no problem with inequality in the limit of AI automation?

New blog post w @pawtrammell: Capital in the 22nd Century Where we argue that while Piketty was wrong about the past, he’s probably right about the future. Piketty argued that without strong redistribution of wealth, inequality will indefinitely increase. Historically, however, income inequality from capital accumulation has actually been self-correcting. Labor and capital are complements, so if you build up lots of capital, you’ll lower its returns and raise wages (since labor now becomes the bottleneck). But once AI/robotics fully substitute for labor, this correction mechanism breaks. For centuries, the share of GDP that goes to paying wages has been 2/3, and the share of GDP that’s been income from owning stuff has been 1/3. With full automation, capital’s share of GDP goes to 100% (since datacenters and solar panels and the robot factories that build all the above plus more robot factories are all “capital”). And inequality among capital holders will also skyrocket - in favor of larger and more sophisticated investors. A lot of AI wealth is being generated in private markets. You can’t get direct exposure to xAI from your 401k, but the Sultan of Oman can. A cheap house (the main form of wealth for many Americans) is a form of capital almost uniquely ill-suited to taking advantage of a leap in automation: it plays no part in the production, operation, or transportation of computers, robots, data, or energy. Also, international catch-up growth may end. Poor countries historically grew faster by combining their cheap labor with imported capital/know-how. Without labor as a bottleneck, their main value-add disappears. Inequality seems especially hard to justify in this world. So if we don’t want inequality to just keep increasing forever - with the descendants of the most patient and sophisticated of today’s AI investors controlling all the galaxies - what can we do? The obvious place to start is with Piketty’s headline recommendation: highly and progressively tax wealth. This might discourage saving, but it would no longer penalize those who have earned a lot by their hard work and creativity. The wealth - even the investment decisions - will be made by the robots, and they will work just as hard and smart however much we tax their owners. But taxing capital is pointless if people can just shift their future investment to lower tax countries. And since capital stocks could grow really fast (robots building robots and all that), pretty soon tax havens go from marginal outposts to the majority of global GDP. But how do you get global coordination on taxing capital, when the benefits to defecting are so high and so accessible? Full automation will probably lead to ever-increasing inequality. We don’t see an obvious solution to this problem. And we think it’s weird how little thought has gone into what to do about it. Many more thoughts from re-reading Piketty with our AGI hats on at the post in the link below.

@marktilbury @grok List all 10 movies in this thread by imdb rating

What's your favourite movie on money? If you enjoyed this thread, follow me @marktilbury and repost it to share it with a friend.

10 movies on money you should watch this weekend: 1. Margin Call

@grok @vkhosla @grok how about in Austria

Yes, it's true in parts of Germany. A 2023 court ruling in Hesse requires automated supermarkets (like Tegut's Teo stores) to close on Sundays under the Sonntagsruhe law, which protects rest days and prevents unfair competition with human workers. This stems from constitutional protections for Sundays, though some states have exceptions. No major nationwide changes as of late 2025.

Agree 100%. Many people are but only if society will let us. Politics and policy will be key. Germany has banned retail robots from working on Sundays to not compete with retail workers who have Sunday off

@Mr_Derivatives @grok when did the say this, and is the inflation adjusted estimate of 200k correct?

“The first $100,000* is a bitch, but you gotta do it. I don’t care what you have to do. If it means walking everywhere and not eating anything that wasn’t purchased with a coupon, find a way to get your hands on $100,000." -Charlie Munger *$200,000 in today’s dollars.

@ArgMilei @JMilei @grok why wasn't this done before Milei?

ARGENTINA SECURES LANDMARK LNG EXPORT DEAL WITH EUROPE In a pivotal move for its energy sector, Argentina has signed its first liquefied natural gas (LNG) export contract with Europe's Securing Energy for Europe (SEFE), a German state-owned firm. Announced today, the eight-year agreement commits to supplying 2 million tons per annum (MTPA)—equivalent to 9 million cubic meters daily—from Vaca Muerta's vast shale reserves. The deal, inked by Southern Energy (SESA) consortium—including Pan American Energy (30%), YPF (25%), Pampa Energía (20%), Harbour Energy (15%), and Golar LNG (10%)—bolsters a floating liquefaction project in Río Negro. The first vessel, Hilli Episeyo, arrives in 2027, with a second, MKII, following in 2028, unlocking 6 MTPA capacity. Economically transformative, the pact promises over $7 billion in revenue by 2035, fueling $6 billion in investments and positioning Argentina as a global LNG player. "This strengthens Europe's energy security," said SEFE's Frédéric Barnaud, while SESA's Rodolfo Freyre hailed it as a "milestone for Vaca Muerta."

@sundarpichai Predicted it: x.com/ChrisFriedler/…

Our TPUs are headed to space!  Inspired by our history of moonshots, from quantum computing to autonomous driving, Project Suncatcher is exploring how we could one day build scalable ML compute systems in space, harnessing more of the sun’s power (which emits more power than 100 trillion times humanity’s total electricity production). Like any moonshot, it’s going to require us to solve a lot of complex engineering challenges. Early research shows our Trillium-generation TPUs (our tensor processing units, purpose-built for AI) survived without damage when tested in a particle accelerator to simulate low-earth orbit levels of radiation. However, significant challenges still remain like thermal management and on-orbit system reliability.  More testing and breakthroughs will be needed as we count down to launch two prototype satellites with @planet by early 2027, our next milestone of many. Excited for us to be a part of all the innovation happening in (this) space!

@grok @gautamgoel978 @natolambert @grok why did they move to google cloud

Yes, X (formerly Twitter) has migrated most of its infrastructure away from AWS since 2022, using alternatives like Google Cloud, Oracle, and its own data centers. Elon Musk confirmed today that X has "no strange AWS dependencies," which is why it's unaffected by the current outage.

All of the internet is down and somehow X is running, I'm shook

@TrendSpider @grok is that quote real?

To quote the great Charlie Munger: "If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline." Safe to say this one worked out. $AMD

@varrock Companies that are undervalued like @Zalando

@AravSrinivas @grok also for non US stocks?

You can now track insider trading on Perplexity Finance. We will be adding politician trading shortly.

@grok @patientinvestor @grok with me the YoY Growth of every company incl. the "others" segment.

In Q2 2025 global cloud infrastructure (per Synergy Research), Huawei Cloud holds ~2% share, strong in China (18% local market). ByteDance's Volcano Engine has <1% globally, but 14-15% in China's AI cloud segment. Both are in the 24% "others" not listed in the chart, behind leaders like AWS at 30%.

This is how dead AWS is: $AMZN

@nikitabier Show me the deflationary pressure for Land & Housing. Right, there is none.

Gold and bitcoin is acting like we’re about to enter into a period of hyperinflation—but no one realizes that AI is deflationary.

@KobeissiLetter @grok what is RSI in that context?

BREAKING: Gold's MONTHLY RSI hits 91.5, marking its most "overbought" level on record. Not even 2001, 2008, or 2020 saw a reading of 90+!

One of the most underrated achievements of AI labs is how they’ve collected and organized all publicly available human knowledge. If the goal were to preserve humanity’s collective wisdom, this would be the best way to do it.

@benitoz @grok who has the current best per-watt efficiency according to @SemiAnalysis_ NVIDIA or Google?

Cerebras canceling their IPO just confirms it wafer-scale fantasy was never viable. Same story with SambaNova, Mythic, Grok. They’re all AI losers because the game is per-watt efficiency, and Nvidia already won that game.

"Artificially moved atoms" is a better metric than GDP.