Ben

2.4K posts

Ben

Ben

@Ro4Rbenjamin

AI trenches @base @solana | some macro | some tennis | professional Tradfi investor

Katılım Ağustos 2011
559 Takip Edilen270 Takipçiler
Ben
Ben@Ro4Rbenjamin·
@JayinKyiv Why shouldn’t ukraine attack this fleet directly?
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Ben@Ro4Rbenjamin·
@marcvanderchijs Is there an ETF with specific chinese AI/Robotic companies that you can recommend? (im only allowed to invest in ETFs unfortunately)
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Marc van der Chijs
Marc van der Chijs@marcvanderchijs·
Another reminder not to dismiss China's AI models, like many investors in the US still seem to do. There is a reason why almost 40% of my portfolio is now invested in Chinese AI and Robotics companies (mostly robotics suppliers).
Aakash Gupta@aakashgupta

The entire AI industry spent a week convinced DeepSeek had secretly launched V4. Reuters reported it. Developers debated it. OpenRouter usage charts broke. It was Xiaomi. A smartphone and electric vehicle company just shipped a 1-trillion-parameter model that topped the world's largest API aggregation platform, and nobody guessed the origin because the model was too good to be associated with a hardware company. The stealth launch as "Hunter Alpha" on March 11 was the most elegant product validation in recent AI history. No brand, no attribution, no expectations. Just raw performance. The model processed over 1 trillion tokens in 8 days. Developers organically chose it over every labeled frontier model on the platform. When Reuters tested the chatbot, it identified itself only as "a Chinese AI model primarily trained in Chinese" with a May 2025 knowledge cutoff, the exact same cutoff DeepSeek reports. The person behind this is Luo Fuli. Born in 1995. Eight papers at ACL as a graduate student at Peking University. Alibaba DAMO Academy. Then DeepSeek, where she co-developed V2 and contributed to R1. Lei Jun reportedly offered tens of millions of yuan to recruit her. She joined Xiaomi in November 2025. Four months later, she's shipping a model that benchmarks alongside Claude Sonnet 4.6 and GPT-5.2 at one-fifth the API cost. The detail that tells you everything about how this team operates: when Luo first experienced a complex agentic scaffold, she tried to convince the MiMo team to adopt it. They resisted. So she issued a mandate. Anyone on the team with fewer than 100 conversations with the system by tomorrow can quit. They all stayed. The imagination converted into research velocity. The architectural bets matter. Hybrid Attention for long-context efficiency. MTP inference for low latency. 1M context window. 42B activated parameters out of 1T total. These are infrastructure decisions optimized for agents that run autonomously for hours, not chatbots that answer one question at a time. Pricing: $1/$3 per million tokens up to 256K context. $2/$6 for 256K to 1M. Claude Sonnet 4.6 costs roughly 5x that. Xiaomi's shares rose 5.8% on the announcement. The real DeepSeek V4 still hasn't shipped. The model everyone mistook for it already has a trillion tokens of real-world usage data.

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Ben@Ro4Rbenjamin·
@BuzzPatterson There's a huge difference between defense (Ukrain) and attack (Iran).
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Buzz Patterson
Buzz Patterson@BuzzPatterson·
The next time you hear one of our European “allies” say that Iran isn’t “their war,” I’ll remind them that Ukraine isn’t ours.
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Ben@Ro4Rbenjamin·
@DTAPCAP ‘Cuba friendly takeover soon’ How can you still be a Trump supporter?
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Dan Tapiero
Dan Tapiero@DTAPCAP·
Is the most important thing about the Iran war that Russia and China did not come to Iran's aid? Unipoloar world confirmed. Global map gets redrawn. Cuba friendly takeover soon. The rogue government era around world is over. What could be more bullish for US?
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Ben@Ro4Rbenjamin·
@PimVerlaan Mooi product, ga het ook proberen! Ongerelateerd, was jij in ~2012 in Australië? 😎
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Ben@Ro4Rbenjamin·
@KabutoKing_ I just found 3, 1st ed kabitos in my stack
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Kabuto King
Kabuto King@KabutoKing_·
New Kabutos: 60 Total Kabuto Count: 3603 Real ones know… Kabuto is King 👑
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Ben@Ro4Rbenjamin·
@beursanalist Elke week is er weer een andere passende chart die je met verschillende schaalgroottes die je kunt vergelijken met Bitcoin. Ik zou hier niet teveel achter zoeken
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Corné van Zeijl
Corné van Zeijl@beursanalist·
De Bitcoin versus de software ETF. Er lijkt enige overeenkomst. Blijkbaar is bitcoin meer digital dan gold.
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Bert Slagter
Bert Slagter@bslagter·
Het probleem: skin in the game De meeste ambtenaren en politici zijn: - geen belegger - geen ondernemer - geen risk taker Voor hen persoonlijk en de mensen om hen heen is het box 3-voorstel prima. Ze hebben geen illiquide beleggingen, geen volatiliteit, geen concentrated bets, geen hoge pieken en diepe dalen. Ze zijn zelf niet blootgesteld aan de gevolgen van hun beleid. Ze hebben geen skin in the game. Handtekening eronder en op naar het volgende dossier. Maar intussen straffen ze risico nemen, frustreren ze ondernemerschap en ontmoedigen ze vermogensopbouw. Echt om verdrietig van te worden.
Bert Slagter@bslagter

Coalitieakkoord VVD, CDA en D66: “We stimuleren dat mensen hun spaargeld meer beleggen in de Nederlandse economie.” Dat was dus bullshit. Talk is cheap.

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JA21
JA21@JuisteAntwoord·
De Wet Werkelijk Rendement box 3 is aangenomen, maar fundamenteel fout. Belasting op papieren winsten, geen inflatiecorrectie, meer onzekerheid. Onze verbeterende amendementen, zoals belastingteruggave bij verlies, zijn verworpen. JA21 stemt dus tegen deze wet. 👇
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Ben@Ro4Rbenjamin·
@ArjenRobijn Bizar dat de vvd hier mee heeft ingestemd
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Arjen Robijn@ArjenRobijn·
Wet werkelijk rendement box 3 aangenomen in de Tweede Kamer. ✅ Voor: D66, VVD, GL/PvdA, CDA, PvdD, SP, Volt ❌ Tegen: PVV, JA21, FVD, Groep Markuszower, BBB, ChristenUnie, SGP, DENK, 50PLUS
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Ben@Ro4Rbenjamin·
@Michaeldudufudu Spend my entire youth at mage bank back then 🙃
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Michael Orthodox ☦
Michael Orthodox ☦@Michaeldudufudu·
Runescape pk video Kids Ranqe circa 2006 This was before old school runescape when it was just runescape 2. :')
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Ben@Ro4Rbenjamin·
@ArendJanKamp Die heeft gewoon een gokverslavings probleem
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Cobie
Cobie@cobie·
@NewsyJohnson >this spot chad is a little bothered
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Ben@Ro4Rbenjamin·
@BobLoukas @NorthstarCharts And they are good at selling things. Optimistic stories also sell much better than pessimistic ones which is why they are always optimistic.
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Northstar@NorthstarCharts·
How is it possible these massive accounts simply fail to recognise a bear market? All of them were wrong in the face of overwhelming technical evidence, choosing to pump false narratives instead...
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Balaji
Balaji@balajis·
I have never been more bullish on crypto. Because the rules-based order is collapsing and the code-based order is rising. So the short term price doesn’t matter. As international law breaks down, we will need not just onchain currencies, but onchain companies. As the post-war order breaks down, we’ll similarly need the post-internet order. States will fail, and the network will take their place. We need internet capitalism, we need internet democracy, and we need internet privacy. So we need cryptocurrency.
cami@camiinthisthang

I’m telling you guys the next 3 months are about to get wild All the smart people will either try to go to one of the few crypto projects with sustainable revenue & growth or will leave crypto completely We saw 3 of the smartest ppl outright leave crypto in the last 48 hours

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