
Kiz
5.6K posts


now i call this leadership. Seems like only Demis is capable of this kind of thinking. while others are keep pointing fingers to each other, making fun, suing each other, google quietly developing and will be the #1 AI player for sure that promotes innovation and choice
Demis Hassabis@demishassabis
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Anthony, why so much talk about assets?
Citigroup owns $3T assets , ICBC has $9 Trillion. who cares about their assets.
When you will be CFP? market thinks that you will raise lots of more cash to survive, hence discount of BTC value.
Any projections of revenue 2-3 years down the road?
who were your spac sponsors/underwriters? i guess they made nice $200-400 profits?
Did you make any money thru your entities indirectly?
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@TraderStrider We announced this morning that Silvia now has $50 billion in assets on the platform and over 10% of all monthly actives are paying subscribers.
Has anyone ever looked so dumb and uninformed on the internet this quickly after tweeting??

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@alexandr_wang Classic Elon , always talking a big game, but seems to struggle with others' successes.
He didn't say a word about NASA's successful Artemis II mission, weird.
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@biancoresearch The reason is that because Mexico was playing.
Today's France game had less viewers and even boston stadium had many open seats [sold out event]. weird
Very likely the Final game will go over 70-80Mil
2022 France -Argentina final game had only 17m English language views.
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A soccer match not involving the US, not played in the US, was the highest rated soccer match in the history of US TV ... just below the NFL Conference Championships this past January. To be clear, it was higher rated that the US/Belgium.
This TV rating record might be broken again in the coming week, if not later today.
---
When the US lost, many in the US said something like "good, now we can stop paying attention to soccer."
Maybe something bigger is happening here.
Isn't this how investors lose money? Failing to recognize a trend shift when it is happening? Are the snarky posters (trolls) failing to see a trend change?
ProFootballTalk@ProFootballTalk
Nearly 45 million watched England vs. Mexico in the World Cup Round of 16. That exceeds U.S. vs. Belgium and approaches NFL conference championship numbers. nbcsports.com/nfl/profootbal…
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Kiz retweetledi

Grok 4.5 just constructed an explicit counterexample to hypercontractivity for the Poisson semigroup (the square root of the Laplace–Beltrami operator) on the 4-sphere.
Back in 2021, with Rupert Frank arxiv.org/abs/2101.06209 we proved that hypercontractivity holds in dimensions ≤3 and fails in sufficiently large dimensions (for example, in dimension 13). Grok's example shows that it already fails in dimension 4, making our earlier result sharp.
I also tested this problem on several other frontier AI models. One of them also managed to find a counterexample, but I particularly like Grok 4.5's solution: it is explicit, simple, and elegant.
The attached files were generated entirely by Grok 4.5 build (with zero intervention on my side).



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@OzarkPath @elonmusk @ThomasAlxDmy I dont disagree with you, but with wrong administrations ftc/doj can move mountains.
Also, read his post again. Worth more than rest of the earth. "worth" does not come from thin air. Much of the "worth" comes from taking market share and forcing efficiency on competitors.
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@MIT1991_2 @elonmusk @ThomasAlxDmy we don’t break up monopolies. We break up companies for monopolistic anticompetitive behavior. Google has controlled up to 90% of search for 20 years without being broken up. As long as Space X keeps launching competing satellites at fair market prices it should be ok.
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Too early to tell right now but I wonder if History will look back at this $7.5-40B Anthropic/SpaceXai deal as the biggest unforced error of the AI era.
Did the management team thought XAI was too far from the frontier to be a real threat ? Otherwise why give so much money to a direct competitor?
Grok 4.5 is impressive and lands exactly where I thought it would few months ago: close to top intelligence at a fraction of the cost. Actually SOTA in quite few areas.
There is a scenario in which users move to SpaceX for most token exchange and Claude is only used for the top tasks. Meaning Anthropic massive growth would be transferred to SpaceXAI. This would seriously complicate their IPO & ability to produce SOTA after that (need compute $$$).
During that time SpaceXAI is getting their datacenters reimbursed, premium data and gets to build the space AI infrastructure with the money.
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SpaceX is already very close to the monopoly phase.
The DOJ will break SpaceX into pieces for sure. Glad it won’t happen during the current administration because of your relationship with Trump and your support for the current administration.
Remember what the DOJ did to Microsoft back in 1997?
If it was not for the DOJ, Microsoft would not have invested $150m into Apple and saved it from potential bankruptcy.
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@ThomasAlxDmy You don’t seem to understand that SpaceX will be worth more than the rest of Earth if we accomplish our goals
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@leadlagreport
The Islamic Republic of Japan's Reverse Carry Trade where Tokyo's mullahs borrow cheap yen, invest in high-yield halal assets abroad, then suddenly reverse it all: unwinding positions, repatriating trillions, strengthening the yen, and sending global markets into takbir-fueled chaos.🤣🤣🤣🤣
Michael A. Gayed, CFA@leadlagreport
STOP STEALING MY SHIT REP. JACK KIMBLE WHAT THE FUCK
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@farzyness exactly. total thermal energy radiated is directly proportional to the fourth power of its temperature
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$SPCX is headed to $1000 :-)
where are all those posters now
so many catalysts
. MSCI Global index buying scheduled for June 29th
. then FTSE
. then CRSP
. option start trading
. omg, Nasdaq-100 on july 7th
. my neigbor just got starlink
my prediction $275 to $350 by july 7th :-)
i hope they learned something.
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way too detail. ...many small ones take too much value from major ones. I will not list every city, street as a catayst.
Just check UBER market cap, $ 151B. it is less than 10% of tsla. If tomorrow TSLA buys uber for $0, it should not even have 300b market cap adjustments.
Yes Cybercab is not exactly Uber, but just trying to show the value of adding 1000s of cars in one city, is almost 0% for $1.6T company
And also try to measure earnings, revenue is not everything.
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There are 2 stocks I would NOT WANT TO BE SHORT: $RIVN and $MU.
Rivian is about to have a phenomenal 2nd half of 2026 with an expected 100% year-over-year delivery increase from 2025! And for a ~$26 Billion company to have $3 Billion of its stock shorted (~19% of float), this set-up is incredibly bad for shorts.
And I don't know who in their right mind is shorting Micron, but somehow shorts have sold 41 Million shares of Micron (roughly $41 Billion worth) as the company continues to CRUSH revenue and profit targets. I'd hate to be short once Micron starts buy-backs.


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