Marcus Mendez

@signulll they asked the AI CEO ... and its thinking on levels we can't fathom , and even our social media responses, that we care at all, validates its decision .. but it could still be calibrating next steps as the reaction diffuses.

absolute *yikes*. ben calling openai “the short bus at the end of the rainbow” is absolutely incredible. i have talked to prolly like at least ten ppl i deeply respect about this openai move & it was almost universally touted as complete wtf. i’ve been trying to ponder around it & it’s so damn strange that even the risk doesn’t make that much sense. in fact, it actually has significant *downside* that doesn’t seem factored in (like creditability loss among others). but i digress, i could be a complete idiot but my mind is still so curious on what i could possibly be missing.

@Johnypaxc @WarMonitor3 you want to talk real politik and understanding of what is going to happen or is happening ?

@Marcus4cyb @WarMonitor3 Why would anyone wanna be part of this absolutely useless immoral war. Yet another middle eastern war - do yanks never learn? How many more arabs do you want to kill

US airforce planes flying from Britain to the Middle East are now having to make significant diversions around countries that have closed airspaces.

@AndrewCurran_ if they create the abundance they claim then governments would naturally have to think of increasing their role in transfers ...

@AndrewCurran_ Its called the stock markets.. and governments do wealth transfers .. this is some 2050 pie in the sky or CYA because in their ideal business model they replace labor of all kinds...

OpenAI has written a new policy proposal 'Industrial Policy for the Intelligence Age: Ideas to Keep People First.' They propose the creation of a Public Wealth Fund that will provide American citizens with an automatic public stake in AI companies and AI infrastructure even if they are not invested in the market. Returns from the fund would be distributed directly to citizens.

@DanTalks1 @AmbJohnBolton haha @KobeissiLetter said investors getting exhausted an value hunting.. Barrons had too opposing lines.. stocks rich .. with another suggesting the peak panic is over. .. hear ya though generally.. remember retail loading up on a oil shorts.. good thoughts though

@Marcus4cyb @AmbJohnBolton No chance, most people are retarded and can't evaluate this stuff.

Trump should push China to pressure the Iranian regime to back off the Strait of Hormuz. The U.S. could encourage China and Russia to cease any assistance they are currently providing to Iran. If they fail to respond, our support for Ukraine and Taiwan should increase, hard as that may be for Trump to swallow. nytimes.com/2026/04/04/opi…

@DanTalks1 @AmbJohnBolton wonder if markets are starting to catch on ? the rich subtlety of the strategic implications

@AmbJohnBolton Why should Trump open the strait at all? The US is the prime beneficiary of it being closed on a relative basis. The best option for the US is to slow roll opening the strait as it's hurting China much more than anything else.

@LJKawa think they don't even know they are doing a sorta of brand damage .. they think that codex cli going up the rankings is enough .. but they are going to have to deliver alot more than that

@LJKawa you would want to go public also so insiders can drop their bags off on the public ... if openAi's agi is really amazing then they shouldn't need to go public .. they should be able to just monetize the model

Wonder who will win

@_simonsmith they don't need anymore money.. it would be a waste ... Anthropic is going to expose them further if they are as rudderless as they appear

I share Ben Thompson's feelings here about TBPN. The acquisition was so nonsensical and poorly justified that it made me question OpenAI's leadership and hence my future commitment to being a customer. They should have just taken those hundreds of millions and given them to the Codex team to keep resetting people's rate limits while they cooked a new model capable of competing with Opus on design, personality, and clear and concise writing. Codex now has like, what, 2 million+ users? While TBPN has like ~70K YouTube subscribers.

@_simonsmith its a little shocking.. SPUD had better be amazing

@amasad You'll eventually not matter ... maybe sell it..

After 4 years on the App Store, Apple suddenly blocked our updates but our app continues to organically grow and rose to #1 again!

@itsolelehmann Good color . You would think a hybrid approach might work but I think the labs are best placed to solve the complete solution for most users.

RIP my openclaw, it's now using $150-250 of credits PER DAY (even on Sonnet) I'm moving most of my work to claude code and cowork (this is where most of it already lived anyway)

@ConsensusGurus More path I am thinking.. market could be bullish on American dominance path

@ConsensusGurus Well timing .. I think there is a thought Trump does not want a deal either .. just optics .. so it is regime change

“Chances are slim” but it seems the folks involved are placing their bets that it’s not slim

@catturd2 It looks like it was a light show in Tehran this night .. GOATY

This is one of my favorite Trump tweets of all time. It’s triggering all the right people.

@ns123abc Of course he was already removed but he would not return after a second time

@ns123abc A hedge

🚨OpenAI CFO Says Company Not Ready For IPO 2026, Altman Stopped Inviting Her To Financial Meetings with Investors >be sam altman >commit to $600 billion in cloud spending over 5 years >will burn $200B+ before generating cash revenue >but revenue growth already slowing >cfo tells colleagues she has concerns >says company won't be ready for 2026 ipo >your move? >stop inviting her to financial meetings >change her reporting structure so she no longer reports to you >problem solved CFO Sarah Friar has been telling colleagues OAI won't be ready for 2026 IPO as revenue growth will not support the spending. CEO Sam Altman wants to IPO before Anthropic does. So, he excluded her from compute spending meetings with top investors. Investors said her absence was "noticeable and awkward." OpenAI tried to own data centers via Stargate $500B joint venture with Oracle and SoftBank. Lenders said no, wouldn't back "a company with an unproven business model burning billions annually." So now they are forced to rent instead. Remember the $122B they just raised? They actually only got $25B; the rest is conditioned to "if you IPO" Dario Amodei: "I kind of get the impression that some of the other companies have not written down the spreadsheet, that they don't really understand the risk they're taking." OpenAI might not actually make it to IPO...