PoeTayToe
23 posts
Just do this next time @Ferrari
Polymarket@Polymarket
NEW: Ferrari unveils the Luce, its first electric vehicle designed by Jony Ive.
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@ChrisCamillo @fredstege @bramk Valid points, however post-quantum upgrades will come arrive before real quantum threat. Only old legacy wallets are at risk (about 25% and dropping of circulating Bitcoin). The world needs a better store of value, and Bitcoin is highly likely to be the winner that takes most
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@OnlyInvesting8 @fredstege @bramk Quantum risk isn’t just a Bitcoin problem. Traditional finance gets hacked too. Difference is banks can freeze assets, reverse transactions by their own will, and patch vulnerabilities in real time. Bitcoin doesn’t have that luxury.
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Owning Bitcoin is fine. Bitcoin owning you is not.
The ₿itcoin Therapist@TheBTCTherapist
Investor Chris Camillo tells Graham Stephan his 12% position in Bitcoin is too much and he should trim it down to 5%. “How can you sit here and tell me you’re conservative and diversified — I think that’s really risky dude, I don’t like it.” Credit: @TheICHpodcast
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@ChrisCamillo @fredstege @bramk If quantum becomes a problem for Bitcoin then there are much bigger problems for the rest of the finance world
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@fredstege @bramk There is undeniable quantum risk and that’s a headwind
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🎚️ CodexBar 0.25 is live
🧩 New providers: Manus, MiMo, Qwen, Doubao, Venice + more
🔔 Quota warning notifications
👥 Stacked Codex account switchers
📊 Faster cost history via models.dev
Big one. Menu bar still tiny.
github.com/steipete/Codex…
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@ChrisCamillo @nikitabier @elonmusk livelihoods are getting destroyed. This should be prioritised to be fixed.
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@CernBasher @pbeisel When do you think TERAFAB will actually get priced in for TSLA? Cheers
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Two Guys. Every Two Weeks
Every two weeks, @pbeisel and I sit down for a conversation.
There's no host (because some say the best host is no host).
Just two guys trying to learn and be less wrong.
We will start with a topic, but no set agenda. We'll let the conversation just flow.
This week: TERAFAB and AI data centers in space.
We're joined by a special guest, @aaronburnett the Founder & CEO of Mach33, to help push our thinking further.
What are you most curious about when it comes to TERAFAB and space-based AI compute?
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@CernBasher @GerberKawasaki @grok Personally, I liked the older version where you could set speed with a % over limit.
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Tesla FSD Mad Max mode is too aggressive. Almost got pulled over going over 20 mph above the speed limit on FSD. Had to disengage to slow down quickly. This needs to be addressed. $tsla
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@Investanswers Whether 6 Mac Mini's are the way to go or not, you're getting on the train of the way of the future which is a good thing. Also just got on the train and no matter the setup, the power you get from OpenClaw is incredible
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@ChrisCamillo @EasyInvest1ng Craze of people wanting to buy powerful AI PCs to run locally incoming. Think Apple AI Studio, AMD Ryzen, NVIDIA setups. Pushing memory demand more
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Clawdbot starting to feel bigger than the Nov ’22 ChatGPT moment.
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@ChrisCamillo @Lukazssp Seems like a good social arb play is to do a short-term short on the companies shown in your videos to capture the mean reversion, then take profits and hold spot with long time horizon
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@Lukazssp Thanks for doing your own research and making your own call on the trade’s risk/reward. That’s exactly why I share ideas, so people can form their own views.
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Spent the past 24 hours deeply engaging with four US based humanoid companies. The FigureAI V3 release video today was impressive, and what’s happening in stealth at some of these companies is equally so. Still plenty of hard work ahead, especially around model training, but I’ve never been more confident in the sector’s long-term viability.
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@13arm13arm Doing my part. It was almost flawless. It struggled on the dequetteville terrace roundabout (Adelaide's most tricky bit or road to negotiate) where it didn't want to change lane immediately after the first of a double roundabout to get to the exit it needed. I'll continue to test
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I’m done for the day, up since 3am. Over ~120km of local FSD driving, very few interventions (inc. 1 funny and 1 scary) overall brilliant, my wife even tried it albeit briefly. The best part is, that with more cars active, there’s more data, and it can only get better. Thank you @tesla @TeslaAUNZ @Tesla_AI
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BREAKING MOTHERFN NEWS: @Tesla Full Self Driving Supervised - Down Under is rolling out to ALL Australian and New Zealand AI4 Tesla's over the next few hours!!!!!!1!!!one!!!
How am I meant to sleep now?!
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#AUSYtour #FSDStour
@Tesla @TeslaAUNZ
New Model Y
Day 3
Here’s a perfect @Tesla_AI Full Self Driving (Supervised) nocturnal kangaroo response on the way to Meuller Ranges Western Australia.
(This clip makes me VERY happy)
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Even if you wrapped the entire planet in a solar panel, you would only be producing 20% of global energy.
One of the biggest mistakes politicians can make is equating the ELECTRICITY with ENERGY!
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@Ahead_of_Curve I want to see kangaroos come up in the in car display
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Tesla FSD Supervised slowing down for kangaroos (and a duck)
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