Matt Parker
176 posts
Matt Parker
@King_Putter
“Give me a lever long enough, a place to stand, and I shall move the Earth” — Archimedes | #minto #bitcoin
Nashville, USA Katılım Haziran 2022
651 Takip Edilen182 Takipçiler
Matt Parker retweetledi
🚨 UPDATE:
People can’t sell their houses, AND they can’t pay their mortgages.
You know how this story ends.
NoLimit@NoLimitGains
🚨 Google searches for “can’t sell house” just hit an ALL-TIME HIGH. Higher than 2008. Higher than COVID. Higher than anything we’ve ever seen. We all know what that means…
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Matt Parker retweetledi
The CEO of a $380 billion company just went on camera and said the world is not ready for what his own technology is about to do.
Not a competitor warning you and not a regulator.
The man who BUILT it
This is Dario Amodei, CEO of Anthropic, company behind Claude.
He just compared AI to a tsunami on the horizon.
His exact words: "It's so close, we can see it. And yet people are coming up with explanations, oh, it's not actually a tsunami. It's just a trick of the light."
He is not talking about some distant future.
In January, he published a 38 page essay warning that superhuman AI could arrive by 2027.
He called it potentially the single most serious national threat in a century.
That is 18 months from now.
Here is what makes this different from every other AI warning.
This is not a politician looking for votes and not an academic looking for grants.
This is the man whose company just erased $2 trillion from software stocks with three blog posts.
He is telling you his own product terrifies him.
When Anderson Cooper asked him on 60 Minutes, "Who elected you and Sam Altman to make these decisions?"
Amodei's answer: "No one. Honestly, no one."
A handful of people in San Francisco are building something that will reshape every industry on earth.
And nobody voted for it.
In the video, he says the technical work on controlling AI has gone "a little better" than expected.
But societal awareness has gone "a little worse."
Translation: The engineers are somewhat keeping up.
Governments, institutions, and the public are not even close.
He told Nikhil Kamath that coding, math, and scientific research are already being handled by AI systems.
But it does not stop there.
End to end automation of entire software engineering workflows not just writing code, but designing, testing, deploying "will happen soon."
Think about what soon means from this man.
In 2024, he wrote "Machines of Loving Grace", an optimistic essay about AI curing diseases and extending lifespans.
A year later, in January 2026, he published "The Adolescence of Technology" a 38-page warning that humanity might not survive its own creation.
The tone shift was not subtle.
He laid out the risks in order.
In the short term, bias and misinformation and already happening.
In the medium term, AI generates harmful information using advanced scientific knowledge.
In the long term, AI removes human agency entirely.
Becomes too autonomous and locks humans out of systems.
This is the product roadmap of the man building it.
And here is the part that should keep you up at night.
He said he is deeply uncomfortable with the concentration of power happening in AI.
It happened almost overnight, almost by accident.
Building the most powerful technology in human history.
The stock market is just the first domino.
Software was the canary in the coal mine.
Legal, finance, cybersecurity, consulting, engineering.
Every industry built on cognitive labor is in the blast radius.
NoLimit@NoLimitGains
Anthropic is hosting a major enterprise keynote TODAY in NY. New product announcements for Claude. The last 3 product drops each erased BILLIONS from software stocks. One of them erased $285B in 48 hours. Here’s how one company dismantled $2 TRILLION in software market cap: On January 30th, Anthropic quietly dropped 11 plugins for Claude Cowork. Legal, sales, finance, marketing, customer support, product management, etc. All they did was a blog post. 48 hours later, $285 BILLION in market cap was gone. – Thomson Reuters: -16% (worst single day in company history) – LegalZoom: -20% – Salesforce: -7% – ServiceNow: -7% – Adobe: -7% – RELX (LexisNexis): -14% Traders at Jefferies gave it a name: “The SaaSpocalypse.” Why did markets panic? Because Claude didn’t just improve workflows… IT REPLACED THEM. The old model: companies pay per seat. 100 employees = 100 Salesforce licenses. The new model: 10 AI agents do the work of 100 people. That’s a 90% revenue collapse for every SaaS company charging by the seat. Then came the second wave, February 20th. Anthropic launched Claude Code Security, an AI that scans entire codebases for vulnerabilities. In internal tests, it found over 500 security flaws in open-source projects, some were hidden for DECADES. One blog post, 1 hour. $15 billion was wiped from cybersecurity stocks alone. CrowdStrike: -8% Cloudflare: -8% Okta: -9% SailPoint: -9.4% JFrog: -25% And it didn’t stop. On Monday, February 23rd, cybersecurity stocks dropped for a SECOND straight day. CrowdStrike is down 11.6% total. Zscaler is down 11.3%. CrowdStrike’s CEO spent the weekend publicly defending the company. When a CEO has to go on defense over a tool that’s still in “research preview,” that tells you everything you need to know. Jefferies just downgraded Workday and DocuSign. Workday and DocuSign stocks have fallen 30–55% since January. The iShares Software ETF (IGV) is down 32% from its September peak, the worst quarterly decline since the 2008 financial crisis. – Oracle: -56% from highs – Microsoft: -26% – Palantir: -35% Software is the worst-performing S&P 500 sector of 2026. Here’s what most people are missing though. Wall Street didn’t just reprice software stocks, they repriced the entire SaaS business model. The narrative shifted from “AI helps software companies” to “AI IS the software company.” The interface is no longer the value, the outcome is. If an AI agent can pull data, write reports, review contracts, and scan code without a human ever opening an app, what exactly are you paying the subscription for? If the last three product drops each triggered billions in selloffs, imagine what a full enterprise keynote does. Meanwhile, the numbers behind Anthropic are staggering. – $30 billion raised at a $380 billion valuation. – Annualized revenue hit $14 billion. – Claude Code alone is doing $2.5 billion annualized. – Business subscriptions have quadrupled since January. Bank of America flagged the ultimate irony: Investors are punishing hyperscalers because AI spending might not pay off, while simultaneously destroying software stocks because AI will be SO successful it replaces everything. Both can’t be true at the same time. One of these trades is very wrong. We’re witnessing a complete repricing of how cognitive labor is valued. The SaaS model that dominated tech for 20 years is being dismantled by a company that didn’t even exist 5 years ago. Like I said, Anthropic is hosting an event today, and I’ll keep you updated on everything. Turn on notifications so you don’t miss anything. I’ve been here for more than 20 years, and when I make a new move in the markets, I’ll say it here publicly because I want you to win. A lot of people will regret not following me.
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Matt Parker retweetledi
Tunneling has begun in Nashville - we are 2.5 feet in!
Looking ahead:
- Weeks 1-3: Prufrock-MB1 launches and undergoes a series of tests and calibrations (low production)
- Weeks 4-6: scale to high production
- Week 7: Prufrock-MB2 arrives
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Based on that comment. Believable.
End Wokeness@EndWokeness
Gov. Newsom to a black crowd in GA: "I am like you. I'm a 960 SAT guy. I can't read."
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Matt Parker retweetledi
Matt Parker retweetledi
Matt Parker retweetledi
This is nothing new. The inbreeding in this area of the world has been going on for quite a long time. Sad.
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Matt Parker retweetledi
@elonmusk How to manage displaced unemployed humans is going to be a problem. I see it as get rich in the next 3 years or you and generations will live in mediocrity at best, a lot in poverty.
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Matt Parker retweetledi
True.
Once the solar energy generation to robot manufacturing to chip fabrication to AI loop is closed, conventional currency will just get in the way.
Just wattage and tonnage will matter, not dollars.
Naval@naval
There is unlimited demand for intelligence.
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Matt Parker retweetledi
Matt Parker retweetledi
@grizzlybearwins @capdotbot @capdotbet Odds don’t change after bet placed but can create any wager. Wagers open to anyone of the app to bet against
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. @grizzlybearwins @capdotbot Solana outperforms Ethereum between now and January 1st
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@grizzlybearwins @capdotbot Quit acting like a docile grizzly bear. How much Sol would that be?
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