Ken Fried

@saylordocs Agreed on the massive deflationary scenario from Optimus (and ai) ->not a good scenario then for btc esp if the productivity surge swings never ending fiscal deficits the other way, or at least swings it back to 3% of GDP. BTC consensus is never-ending deficits

Grant Cardone: Tesla’s Optimus robot will CRASH gold prices “Wait until we have 8 million or 8 billion Optimus robots and gold is at $10,000. These robots won’t be cleaning kitchens they’ll be digging into the earth and searching for gold 24/7, 365 days a year” “We haven’t explored 91% of our oceans yet. These robots don’t need oxygen, as long as they have energy, they’ll be digging everywhere and finding endless amounts of gold and other precious metals” This is Crazy!

🚨 Elon Musk Drops News About CyberCab, FSD and Optimus 00:00 – Welcome & what’s exciting about Tesla 00:24 – Full Self-Driving, AI & European rollout 01:20 – Optimus humanoid robot 02:15 – Cyber Cab, Semi & future products for Europe 03:59 – Tesla’s transformation of the auto industry 04:52 – State of European & German automotive industry 10:01 – Giga Berlin memories 12:08 – Vision for Giga Berlin 13:50 – Employee Questions 20:01 – Advice for young people 22:50 – Closing & Dankeschön $TSLA

@Lotus excited to try your app, can’t get past the 2FA, new version to fix this soon ?

@RealJGBanks I would add $omex to the list. Seabed mining play with huge potential with massive amounts of phosphate, cobalt and rare earths.

CRITICAL FUEL FOR THE AI REVOLUTION (FULL BREAKDOWN) $TSLA just brought the largest lithium refinery in the U.S. online isn’t random. AI, electrification & defense scale 
they scale on fuel + materials ENERGY FUEL (POWER COMES FIRST)
$CCJ - backbone of global uranium supply
$UUUU - U.S.-based uranium + rare earth exposure
$LEU - nuclear fuel enrichment (true choke point) BATTERY MATERIALS Lithium $ALB - largest global lithium supplier $LAC - anchors U.S. lithium production Nickel $VALE - battery-grade nickel at global scale Graphite $NVX - synthetic graphite for North America $NMG - vertically integrated graphite outside China $WWR - U.S. graphite processing Recycling / Material Security $LICY - closed-loop lithium recycling $ABAT - EV battery recycling & materials recovery RARE EARTHS (DEFENSE + EV MOTORS)
$MP - only scaled rare earth mining + processing in the U.S.
$LYSCF - largest non-China rare earth processor
$TMRC - Texas-based rare earth processing with DoD ties
$USAR - domestic magnet supply chain (China hedge)
$IDR - U.S. strategic minerals tied to national security GRID METALS (DATA CENTERS)
$FCX - copper for grids, data centers & electrification
$IE - high-grade copper discovery leverage DEFENSE-CRITICAL METALS
$UAMY - one of the only domestic antimony suppliers
$NVA - antimony exposure via U.S.-based projects STRATEGIC MULTI-METALS
$CRML - rare earths + defense materials
$TMC - battery metals without land-based mining
$NB - niobium, scandium & titanium POWER ENABLEMENT $EOSE - zinc-based long-duration grid storage for AI & data centers Zoom out:
Semis need power.
Power needs fuel.
Fuel needs supply chains.

Most AI systems today are built on retrieval. Search, summarize, respond. That approach works for basic information access. It breaks down the moment decisions become complex, continuous, and high stakes. In this blog post, we explain why Retrieval Augmented Generation is fundamentally reactive and why it cannot support autonomous reasoning at scale. RAG systems require users to know what to ask, cannot retain context over time, struggle with compounding knowledge, and retrieve facts without understanding global relationships or implications. They read fragments. They miss the strategic picture Accrete’s Knowledge Engines were built to solve a different problem. Instead of retrieving documents, they model the world. They compound context through persistent memory, reason across multimodal data, encode expert judgment, and surface predictive insights before risks or opportunities are obvious. This architecture enables non-local reasoning across hundreds of thousands of entities in milliseconds, not days, while remaining economically viable and secure at the highest government standards The result is a shift from reactive search to proactive decision intelligence. From government supply chain analysis to enterprise planning, Knowledge Engines enable agents that do not just respond to queries but reason, plan, simulate, decide, and learn. Learn how Knowledge Engines outperform RAG in real-world scenarios, and why this architecture is the foundation for the autonomous enterprise: accrete.ai/blog/why-rag-i…

@Zephyr_hg Gamma

My sales email response rate jumped from 5% to 18%. Built an automation that creates personalized sales presentations in 90 seconds by researching prospect websites and uses Gamma to generate custom pitch decks automatically. Scrapes their sitemap, analyzes key pages, identifies pain points, and builds an 8-slide deck tailored specifically to their business. Prospects can tell I actually researched them because the deck references their specific challenges. No more generic templates that scream copy-paste. Comment "GAMMA" and I'll DM it to you (must be following)

@HayekAndKeynes Incredibly well articulated !

Growth is good, inflation is down. So why is everyone so sour on the economy? It is because we don't have an inflation problem... we have an affordability problem. My latest on Substack: hayekandkaynes.substack.com/p/when-work-is…

@AlexFinn @NickyWav3 Can someone with zero coding experience manage Claude Code or is Lovable the better app for them? Appreciate your thoughts

@NickyWav3 Claude Code is by far the best. Only getting better with Opus 4.5 coming out today

A lot of people don’t realize they’re 5 hours of AI coding away from starting a life changing business

@AlfieJCarter System

linkedin outreach books me 20-30 calls per week its 100% automated and costs basically nothing to run just reply "system" + follow and I'll DM you the method

@paolo_scales VID

I just figured out the EASIEST LinkedIn strategy anyone can use to book 50-100 meetings/mo It honestly works so well it feels like a cheatcode... I made a full video going over my exact strategy, step-by-step. Like + reply "VID" for access (must be following)

@jakebrowatzke RPA is legacy tech Jake. Happy to explain

For the glory of the creator of the universe, who entered the game he created as a player, to live a perfect life, die for our mistakes, and raise himself from the dead as an example of what he will do for all who follow him. Amen. Jesus gave me the grace to all in on Tesla (by understanding how battery cost reductions were going to flip the company to profitability) prior to the stock going up 20x. Using leverage this brought me from having $20k I had saved over 7 years of work, to becoming a millionaire. More recently, he gave me the grace to understand how a company called Lemonade would drastically lower the cost of insurance using AI for everything, from underwriting, to sales, to claims payouts and fraud detection. Lemonade is saving incredible amounts of money and reducing the cost of insurance for their customers. This story is still playing out yet it has already brought me from millionaire to multi-multi-millionaire. By Jesus' wisdom in researching AI and automation, I have found another company bringing many of Lemonade's advantages to the rest of the global economy. And I think it would be good if more of the church owned. Personally, I will be margining into $PATH with up to $20M as it begins its all but inevitable run. (No human plan is certain, but the inertia of human progress when it aligns with God's divine plan, makes some things inevitable, even if we only know in part what those plans are.) For anyone who believes in Jesus and sees this tweet. I recommend that you buy as much UiPath as you can. (This is not advice as a financial adviser, as I am not one,  but as a friend and Christian brother.) Every. Single. Task. Especially after physical robots, but 100% true for all digital tasks today, will be nearly fully automatable with AI. In the long term, this will make the price of everything collapse and will lead to a level of abundance and affordability the world has never seen. But in the short term, there will be growing pains. (Anyone who pretends to know what these growing pains will be is only guessing, but with all revolutions, there are growing pains.) Being an owner of the companies driving the AI revolution is the best way for the church to be able to help out those in need who are negatively impacted by it in the short term. $PATH will be automating tens of billions of annual man hours of work over the next few years. I do not know if any of those billions of work hours are currently what puts food on your table. If you own the stock, then those work hours will still put food on your table and the tables of those God puts in your circle. I'm gonna go through some numbers next, and if you're not experienced with investing and they don't make sense to you, I hope that this does not dissuade you. You do not need any education at all to download Robinhood and buy the stock. (Asking AI about these numbers is a great way to learn more if you're curious.) Historically, UiPath is a fast growing robotic process automation company that builds deterministic processes to automate Fortune 500 company workflows (the largest companies in the world). Already, using only robotic process automation they have been able to automate hundreds of millions of work hours. Adding AI powered agents into these workflows makes the processes ten times more useful, by introducing human level thought and reasoning within them. Instead of only being able to help humans by doing the most repetitive and brain dead tasks, putting AI agent's within the workflow orchestration now allows for full end-to-end automation of entire job roles. Despite the insane potential and rave customer reviews, $PATH currently only trades 11x EV to look through earnings. Let's break down what this means. EV stands for Enterprise Value. It's the actual price you're paying for the company when you buy the sock. In $PATH's situation they have $1.3 billion dollars in cash and no debt. This makes their Enterprise Value value lower than their market cap. (As an example as to why, if you were buying a house that had a $100,000 of cash sitting inside that you would own once you bought it, you would reasonably back that cash out of the price that you were paying for the home.) My look through earnings number applies my long term expected profit margin on trailing twelve-month revenue. In this situation I'm expecting (very conservatively as remember their automating entire job roles which inevitably makes them more efficient, and Microsoft currently has this level of net profit margin with far lower gross margins and less automation than $PATH will have long term) that $PATH's long term net profit margin will be ~35%. When I apply a 35% profit margin on trailing twelve month revenue, the stock trades 11x this value. For context, the S&P500 (500 biggest publicly traded companies in the U.S.) trades almost 30x the value of trailing 12 months earnings. If you're buying a company a 10x earnings, that's stable, but has no growth, you would earn 10% returns per year. This is a solid return that beats the risk free rate by a large margin. $PATH's growth could get insane, yet it trades like a company that has none. A company like Palantir, who the market already understands is automating jobs and has a lot of growth ahead, trades 300x next year's earnings. $PATH stock would need to increase by 1,500% to similarly trade 300x next years expected earnings. With $20M in $PATH, which I hope to own as close to prior to UiPath's next earnings call on Dec 3rd, the company increasing revenue by 5x over the next 5 years and trading 100x look through earnings, would make me a billionaire. Predicting the short term is impossible, but I know UiPath's product is a game changer. Long term all of this money will belong to God, and I promise to spend at least ninety percent of it to further His Kingdom and feed the poor. I would challenge as many of you as God calls, to buy the stock and do the same. Lord give me the grace and wisdom to glorify your name. Let my heart not ever fall in love with this world, for it is not my home. I would rather become destitute and homeless than to become a billionaire and love anything more than you. By your loving mercy, give me the wisdom to follow your will forever. Amen. 🙏 (my current $PATH position as of 11/16/2025)

@PatrickOjo_ @AccreteAI does this very successfully - decision automation, their agents have contextual awareness across an org’s entire stack.Can literally reason across complex organizations b/c it’s grounded in self perpetuating knowledge graphs. Winning big in the US Govt soon enterprise

the agents everyone’s building right now will be worthless in 18 months not because better technology will exist. because they’re solving the wrong layer of problems. here’s what’s happening: current wave: AI agents that automate specific workflows (email drafting, calendar management, data entry) these get commoditized the moment Claude/ChatGPT adds those features natively next wave: AI systems that handle operational decision-making (resource allocation, priority sequencing, exception handling) this can’t be commoditized because it requires business context that’s organization-specific if you’re building workflow automation agents, you’re selling something with 12-month shelf life if you’re building decision infrastructure, you’re selling something enterprises can’t replace here’s the difference: WORKFLOW AUTOMATION: “AI writes the email after you tell it what to say” → Claude already does this. commodity within 6 months. DECISION INFRASTRUCTURE: “AI decides which emails need responses based on strategic priority and organizational context, then routes appropriately” → requires learned understanding of business priorities. can’t be productized. WORKFLOW AUTOMATION: “AI schedules meetings based on calendar availability” → motion.ai and a dozen tools do this. race to zero. DECISION INFRASTRUCTURE: “AI determines meeting priority based on strategic objectives, participant seniority, project urgency, and organizational politics, then optimizes schedule accordingly” → requires contextual intelligence that accumulates over months. irreplaceable. the automation layer commoditizes fast. the decision layer compounds value over time. here’s why this matters commercially: clients pay $200/month for workflow automation they could cancel anytime clients pay $20K/month for decision infrastructure that took 6 months to train on their operations 10x price difference. 100x retention difference. if your agents could be replaced by a GPT update, you’re not building a business. you’re filling a temporary gap. here’s what to build instead: systems that learn organizational context over time and make decisions humans currently make not “automate this task” - “understand this domain and operate with judgment” that’s not automation. that’s operational intelligence. can’t be bought off shelf. can’t be replicated without deployment time. can’t be commoditized. most developers will keep building workflow agents and watch them become features real operators are building decision systems that become infrastructure automation gets replaced. infrastructure gets embedded.

@BobbyO_ Total legend

This is the REAL “State of Crypto 2025” report The *industry* has become a giant SCAM. The prices are fake. And everyone’s lying. (Part of an unhinged rant I recorded earlier)

Me after vindication $ICP $CLOUD ☁️♾️

@JustinJackBear Wouldn’t most of that go to Claude?

If 100,000 people are paying $10 a month for caffeine credits x 12 = $12M a year, eve with 10% a year growth, that’s another 10 years before the market cap reaches $100M+. Thats probably over estimating in my opinion. Doesn’t account for enterprise subscriptions, or complexity of dApp burn rates. So my guess is probably close but on par with $ETH 15 year maturity rate. Thoughts? $ICP

@ThetaBondsman How do you assess what the end customer demand will look like?

I want to buy as much $ASTS as I possibly can. $500/share in 2027 is the base case. I haven’t had this much conviction or been as bullish on a stock since I bought PLTR below $8/share in 2023.

Hottest Themes after weekend screening (most extended and need fresh setups): Robotics: $TSLA $SERV $SYM $RR Quantum $IONG $RGTI $QUBT $QBTS $LAES $ARQQ Autonomous Vehicles: $TSLA $PONY $UBER $LYFT $WRD Nuclear: $OKLO $LEU $NNE $SMR $LTBR Crypto Miner to AI/DC: $IREN $WULF $CIFR $HUT $CORZ $APLD $BTDR $RIOT $CCLSK $GLXY

Buyer at $1.53

Great group thanks for organizing!!

@dotkrueger Don’t buy it with bitcoin

I will have pizza in LA this week to celebrate 175k followers when it happens.

@RaoulGMI Incredible video ty! One question -6 years forward -> if the GDP boom + massive deflation play out -wouldn't that "solve" the debt burden as surging growth and very low interest rates acts to reverse the debt spiral? If thats the case, whats the forward outlook for btc?

One of the most foundational things is the Economic Singularity and the fact that you have ~5 years to unfuck your future... The world will change dramatically by 2030, and we don't have much time left to build wealth! Can't stress enough how important this is... the apex of everything I'm doing.... Enjoy! Timestamps: 00:00 Intro 00:48 2030 Will Change Everything 01:41 Retirement Crisis Looms 03:02 AI & Robots Take Over 03:54 The GDP Formula 04:45 Demographics Collapse 06:27 Robots Replace Labor 07:34 AI Disrupts Knowledge 08:19 From Scarcity to Abundance 09:06 Cheap Energy Boom 10:21 Renewables & Grids 11:43 Nuclear = Free Power 12:45 Infinite Humans + Output 13:50 AI Agents + Crypto 14:58 AI Builds Products Fast 15:41 1-Person Billionaires 16:41 AGI vs. Markets 17:54 Universal Basic Equity 19:10 Adapt or Die 20:47 Human-AI Merge 22:58 Tech & Blockchain Win 25:42 Communities Win 26:31 Deflation Shock 27:48 AI Solves Itself 28:38 RV’s AI & Blockchain Plan 30:14 Human-Safe Industries 31:23 AI Companions Rise 35:00 Closing Thoughts