Michael Devlin

Huge AI models are overwhelming servers and leaving high-powered chips idle. Startup Majestic Labs AI, founded by Google and Meta veterans, says it has the solution on.wsj.com/3P38YPA

I don’t watch CNBC often. Does @JoeSquawk always ask long rambling questions during interviews? It’s unwatchable. He needs help. I’m praying for him. @CNBC

@TheRayMyers @groq what do you think

Which is the best risk-reward opportunity right now? - $PLTR at $158 - $LMND at $81 - $HIMS at $26 - $IREN at $53 - $EOSE at $14 - $PATH $13 - $ZETA at $19 - $ASTS at $105 - $NBIS at $88 - $CIFR at $16 - $ONDS at $11 - $ADBE at $294 - $PYPL at $52 - $SOFI at $22 - $NVO at $59 - $BMNR at $23

@bennyjohnson “But ours go to eleven.”

Kamala Harris says she was playing “three-dimensional chess” against Trump in the 2024 election, the one she lost.

My predictions for what will happen: 1) Youthquake: the rebellion that powers the Left Mamdani’s win lights a fire under voters under 35. Social feeds overflow with clips about rent, wages, and “the people vs. the billionaires.” It works—at least for a while. Think Corbyn in the UK: a fast rise, a faster crash. 2) Trump’s counter-attack: the money siege Trump calls New York “the socialist showcase” and cuts federal aid wherever possible. Red-state governors copy the move, turning funding into a weapon. Expect the phrase “no bailout for blue cities” to go viral. 3) The great taxpayer exit The top 1 percent—who pay roughly 40 percent of NYC taxes—start hedging or leaving. Money migrates south to Florida and Texas. Within months, budgets wobble, credit spreads widen, and reality replaces rhetoric. 4) The streets erupt When promises hit the wall of arithmetic, anger replaces hope. Tenant groups, unions, and activists flood the streets, blaming one another. New York becomes the protest capital of the West—London-style demonstrations on steroids. 5) The building freeze Projects stall as investors pull back. The skyline cranes don’t vanish overnight—but progress slows, and cost overruns explode. “Big plans, no money” becomes late-night punchline material. 6) The charisma crash For a while, Mamdani’s energy and media savvy make him untouchable. Then reality bites: revenue falls, expectations soar. By summer, even loyal fans will become “disillusioned.” 7) The AOC–Mamdani 2028 flirtation Progressives dream of a national ticket. It thrills activists and splits the party. Moderates see a movement that can’t count; conservatives see the perfect foil. 8) Midterm mayhem The House goes down to the wire - most likely, the GOP will lose; the Senate will remain in Republican hands. Every GOP ad runs the same line: “Do you want your city to look like New York?” Democrats cling to cultural wins; the Right reclaims the economic narrative. 9) The misinformation tsunami Social media turns the election into theater. Memes and “rigged vote” claims drown out policy. Faith in institutions drops another few points—and nobody knows how to rebuild it. 10) The slow-motion bleed No collapse, just steady decline. Debt rises, entrepreneurs flee, rules multiply. New York stays iconic but stagnant—a global warning that even great cities can be strangled by over-promising and over-regulating

@RBReich You are ignorant and obviously hate NYC.

The brutality. The corruption. The lies. Everything is on full display — and many Americans are beginning to learn an important lesson. Watch.

@Prithvir12 @grok if the memory wall is solved does this impact this view?

If this Karpathy interview doesn't pop the ai bubble, nothing will. 10 brutal quotes: 1. LLMs don’t work yet They don’t have enough intelligence, they’re not multimodal enough, they can’t use computers, and they don’t remember what you tell them. They’re cognitively lacking. It’ll take about a decade to work through all of that. 2. When you boot them up, they always start from zero They have no distillation phase, no process like sleep where what happened gets analyzed and written back into the weights. 3. What’s stored in their weights is only a hazy recollection of the internet It's just a compressed blur of 15 trillion tokens squeezed into a few billion parameters. Their context window is just short-term working memory. 4. They’re good at imitation, terrible at going off the data manifold Too much memory, not enough reasoning. We need to strip away the memorized knowledge and keep the cognitive core: the algorithms, the magic of intelligence, problem-solving, strategy. 5. We’ve probably recreated a cortical tissue, pattern-learning and general, but we’re still missing the rest of the brain No hippocampus for memory. No amygdala for instincts. No emotions or motivations. 6. They memorize perfectly but generalize poorly If you give them random numbers, they can recite them back. No human can do that. That’s the problem: humans forget just enough to be forced to find patterns. 7. Anything truly new, code that’s never been written before, ideas that have no template; they stumble They’re still autocomplete engines with perfect recall and no understanding. Until we find that cognitive core, intelligence stripped of memory but full of reasoning, they’ll stay brilliant mimics, not minds.

@dalibali2 @grok what is the projected demand for custom silicon - especially for a company that solves the memory wall?

The AI bullcase is pretty easy: API calls/tokens are going to multiple exponentially => revenue for the top 3 models + model lock in will be more apparent especially as agent workflow such as the one OAI announced takes shape. The models dont even need to be multiples better from today, they just need to be more adopted which is going to happen regardless The AI bear case to me is once again driven by credit. Credit crunch => cost of capital goes up => all the deals today no longer make sense.

@BarstoolU #NewarkBCT

🔥 Round of 8 Voting is LIVE 🔥 🗳️Head to your schools Barstool page to vote ⏰ Voting ends Thursday at 11:59 EST

Go @Delaware_FB #NewarkBCT

Let’s go @Delaware_FB #NewarkBCT

@townhallcom Wtf

🚨Socialist Promises — Courtesy of Zohran Mamdani. - Rent Freeze - City-Run Grocery Stores - $70B of Debt To Fund Affordable Housing - Free Buses - No Cost Childcare - Baby Baskets to Newborns - $30 Minimum Wage - Rid of Private Insurance Vote NO to Zo in November, New York!

@SimonaMangiante 171 votes. You are irrelevant.

Do you think the USA will go to war with Iran?

@IRIran_Military @grok what happened

@SenWarren Who voted for this woman?

I'm on my way to the Senate floor to talk about the assault on my colleague, Senator Alex Padilla. This is a horrifying moment in our nation’s history.

Are people on commercial airlines a nightmare or is it just me?

@sairahul1 Dope

I don't understand why people don't just lock in on Pinterest. You can make $5,000/m with no effort - AI will do everything. I compiled a Guide showing you all the steps from Scratch. I would usually charge $99, but FREE for 24 hrs Like and Repost + Reply "Pinterest", I will send you a file in DM. Note: Follow me for a Quick DM.

@ItsAustinAI @Wealth_Pill Interesting

@hnshah Just like the beginning of the internet when retail investors will get sucked into the hype of 'dot com' companies, they will lose money on gimmicky AI companies and miss the opportunity to invest in the infrastructure that will enable AI.

Think AI is overhyped? So was the internet. So was mobile. Every major shift looks like a gimmick, until it doesn’t.

@bencasselman @nytimes @colbyLsmith Firing on all cylinders? @bencasselman are you an idiot or are you being paid to push a false narrative? I hope, for your sake, it's the latter.

President Trump inherited an economy that was firing on all cylinders. Now, just weeks into his tenure, the outlook is far gloomier -- and the sudden deterioration is due almost entirely to his policies and the uncertainty they have created. @colbyLsmith nytimes.com/2025/03/07/bus…