Lukazs

AI alone, no matter how smart, won’t cure cancer or solve aging. Complex disease is bottlenecked by biology, experiments, and clinical translation, not just better models. A good reality check on the hype and what to focus on instead: curecancer.ai

Aging doesn’t suddenly happen at 60. It’s the compound interest of what you repeated at 30, 40, and 50.

@UrbanCourtyard Yes. It’s illegal to build apartments in LA

there is no reason that LA shouldn't look like this

@Im_IrushiK AGI has arrived

Opus 4.8 is insane, nothing will be the same after this model 💀

@KissMyWhip2 @NMoonitz Waiting half a day in line for a can of beans and a small loaf of bread while living in a tiny, crumbling high rise doesn’t exactly sound like progress or like anyone is improving life for anybody. Just ask anyone living under communism. Clearly you never did.

@NMoonitz Progress for all, your too greedy and probably to stupid to see that.

Under communism, what is the incentive to be a high producer?

@tony_tonyh98 @NMoonitz Waiting half a day in line for a can of beans and a small loaf of bread while living in a tiny, crumbling high rise doesn’t exactly sound like progress, or like anyone is improving life for anybody. Ask anyone living under communism

@NMoonitz No reason you shouldn't be better rewarded but there is also the knowledge that you are helping to improve everything for everybody - and when everyone does that instead of destroying each other....

@babyfolio Wish I’d found solid names like NBIS sooner. Painful watching them climb with no position but 20 years in the market taught me never chase parabolic moves. Even if there’s more upside the risk is rarely worth it. Poor entry can mean brutal drawdowns that are hard to recover from.

So many people DM me every day, and I try to respond as much as possible. But one thing I keep noticing is that a lot of you are being driven by FOMO. You saw the market running, got scared, and decided to go full cash or sell a large portion of your portfolio. Now you’re stuck in the hardest position emotionally. In my opinion, there are only 2 realistic options from here, and both are difficult: 1. Scale in slowly over time Pros: you stay exposed, and the market won’t completely run away from you. Cons: you’re buying near current highs. 2. Wait for a correction Because yes, eventually a dip will happen. But the downside is you’ll need extreme patience while fighting constant FOMO if the market keeps moving higher without you. Neither option is easy. Just please don’t make emotional or rash decisions trying to “win back” positioning overnight. Protect your capital first.

@Sandeman52 Sounds more like a bearish signal

So, the young gun, Leo Aschenbrenner decided to make $NBIS his biggest position and people are going nuts. Sandeman did this a long time ago 😉. Some listened, some didn’t. All good! 🫶 I’ve been holding 65,000 shares (about 99% of portfolio) for a while now. I saw a couple $3 million draw downs and didn’t blink. Didn’t worry one bit. Rallied the troops 💪 I didn’t discover $NBIS but when I did in the $40 dollar range I’ve probably been the most vocal and bullish. Kinda sounded obsessive at times even 😂 That’s because I saw a generational opportunity, and it’s just starting. I dont always go all in, but when I do, I do Nebius.

@SnakeHoppe I don’t hate poor people per se, but I definitely hate lazy, unproductive, entitled people.

@TheBigBerbowski A lot of these accounts sell paid subscriptions for their latest picks which is hilarious. Bro if you’re really compounding at triple digit annual returns, why are you hustling for $19.99/month like a gym membership

I noticed this pattern a lot on twitter. There's an account claiming to have found $RKLB or $IREN or $NBIS at $20, but then you see them speaking about going out, or using stop losses. Their averages are likely higher than yours, but this doesn't stop them from making a profile description something like this: In $AMD since $5, $RKLB at $8, $NBIS at $15. If we're going to use this logic, I could easily add this in my profile: Discovered $NVDA at $2, $PLTR at $10, $IREN $7, $NBIS $20, $AMD $5 Does it matter if I bought, held and still holding? Ofc it does, but social media is all about manipulating your perception. Do not immediately trust people on twitter. It takes time to filter out who is worth of a follow or listening too. I stopped following a lot of accounts after seeing them during the dip in November. Corrections are the best way to clear up your following list.

@TheBigBerbowski AI may still have legs but asymmetric setup is fading. The easy money was made when expectations were mispriced. Many names are already up 50-100%+ ytd with years of perfection priced in. Traders are taking disproportionately higher risk for progressively smaller forward returns.

It's great to see the recognition and re-rate $MU needed and same goes for SK Hynix and all other players: $SNDK $WDC $STX. Even today, we're still early. At the same time, the markets are ripping, and every stock someone finds magically goes 50% in a day. There seem to be simply too many experts constantly finding these. Without taking anything away from their skills, I can't shake the feeling you could close your eyes, throw a dart, buy the stock, and get a multibagger in a week. We're due for a breather before we can resume growth. We're getting the same - if not worse - euphoria we had last year. Everything was flying, shitcos were getting carried along, everyone was an expert stock picker, until it dipped and people woke up. The market is great at making us feel good about ourselves, but equally good at making us very humble.

@haider1 Intelligence is not a bottleneck for curing all diseases. Even if AI can find/speed up promising drug candidates, everything else from validation to regulatory approval moves at snail speed.

Demis Hassabis says AI could do for drug discovery what AlphaFold did for proteins The first step is finding potential cures, but the bigger shift comes if AI also speeds up clinical trials "curing all disease within 10 to 20 years is not blocked by any known law of physics"

@JonhernandezIA In software the same input reliably produces the same output. In biology the same intervention can behave differently across cell types, disease stages, microbiomes, immune states, ages, sexes, ancestries and comorbidities. Calling biology programmable is naive.

“Once the platform works, biology becomes programmable.” Demis Hassabis, CEO of Google DeepMind, says AI drug discovery won’t progress gradually. It will look more like AlphaFold, years of quiet infrastructure work, then a sudden leap where the system can scale across entire disease areas.

@paulsaladinomd Most longevity studies point to the same boring truth: good sleep, regular movement, whole foods and strong relationships drive most of the modifiable upside. Everything else is usually marginal. And genetics actually matters a lot, especially for extreme longevity.

What's the point of living forever if you can never go outside in the middle of the day without a UV umbrella? No hiking in beautiful places, no climbing mountains, no beach walks or swimming in the ocean after 8am, no surfing, no playing with your kids in the sun in the backyard... No exploring. No adventures. None of the things that make life worth living. No thanks. Mid-day light also is essential for proper circadian biology. Wearing sunglasses like this during the day is not healthy for humans. No need to overdo it, and fine to be in the shade if needed under a tree, but never going outside without fearing the star that allows our planet to flourish is lunacy.

@_sorrengailll The only difference is AI can be very useful while NFTs are not

Lowkey wanna see AI crash the same way NFTs did 😭

@ValerioCapraro This is true but many people either cling to utopian fantasies or re easily impressed by what is essentially a sophisticated search/synthesis engine. Current AI is very useful but it’s still nowhere near the kind of intelligence that can generate entirely new knowledge on its own

Finally, a big name has the courage to tell it: we are nowhere near AGI. Demis Hassabis, CEO of Google DeepMind and Nobel laureate for AlphaFold, put it neat and clear: "Today's systems are nowhere near [AGI]. Doesn't matter how many Erdős problems you solve… I think it's far, far from what a true invention, or someone like Ramanujan, would have been able to do." This is the elephant in the room that many AI enthusiasts prefer not to see, or are actively trying to hide. Erdős problems are well defined, often combinatorial, on finite spaces. They are exactly the kind of problems on which current AI can achieve spectacular performance with a lot of compute and knowledge. A neural network can search a huge graph of possibilities. It can recombine existing knowledge at unprecedented scale. It can discover surprising solutions inside an already defined conceptual space. But true invention is something else. True invention is not only solving a problem. It is inventing new objects, new dimensions, new connections. It is inventing new problems. From resolving to inventing there is a discontinuity that we don't know how to bridge. We are making extraordinary tools. But we are nowhere close to AGI.

@bryan_johnson @MattWalshBlog Aging is a solvable problem. The biggest issue is that progress in medicine is still way too slow and AI alone, no matter how smart, will not save us.

Matt who knows, I may even die early. If that happens, I hope you’ll enjoy. Regardless, my existence is devoted to the continuation of conscious life and the individual right to exist as long as they choose. The preciousness of our existence is incomprehensive to our current minds. The greatest aspiration of our time is to arrive at that realization.

No, sorry. You’re going to die. Very soon actually, in the grand scheme of things. You have several decades at most. In 70 or 80 years, tops, nobody reading these words right now will be alive. Most will not even be remembered. This fact is so terrifying to some people that they live every second in denial, clinging to the insane hope that somehow “science” will come along and rescue them from mortality. Even if it could — which it definitely can’t — then what? You live to watch all of your friends and loved ones die and even their tombstones decay while you linger on, trembling in fear and grasping desperately onto a life that, no matter how long it lasts, you’ve already wasted? And then you get to see the Earth decay around you and the Sun burn out ? Wow. Sounds like a lot of fun. But no thanks. I don’t need to live for a million years. I just want the time I have, however long or short, to be meaningful.

Two investors can own the same stock and have completely different outcomes depending on when they bought, how much they sized, and whether they survived the drawdown. The thesis matters, but the path decides who actually captures it.

@OrevaZSN Their wealth is tied to their assets, the vast majority of which are productive, providing jobs, products, and services that people voluntarily trade their money for, unlike your tweets.

Never before in history have billionaires existed at this scale. Billionaires hoard wealth that could solve hunger, housing, and healthcare crises; their existence is not a sign of success but of selfishness and systemic failure.

@KHerriage At the peak of dotcom bubble, nasdaq 100 forward p/e ratio reached 60x. Today it sit around 24x

During the dot com melt-up of 1995-2000, Nasdaq put up gains of 572%. To date, from the 10/13/22 bear market lows, Nasdaq is up just 147%. Listening to bears calling this a market top could cost you a lot of money.

@_dxllz7 Because they're Chinese spy balloons

Why are UFOs always seen in the US