
Scott Wible
654 posts






RUMOR: Disney to Remove Star Wars Sequel Trilogy From Timeline to Resume Focus on Original Characters "If true, this would be one of the most dramatic franchise shifts in modern Hollywood history."



Blockbuster earnings from the Mags…BUT the equal weight is massively outperforming the weighted index today. 🤔

If this tweet has exactly 1 like in 24 hours I’ll give that person $1,000,000



Ex-board member of OpenAI calls Sam Altman a liar. He lied to the board for years, hid ChatGPT launch, lied about owning Startup Fund, falsified safety info, and lied to oust her after her paper. Board lost all trust → fired him. Sam Altman is a liar.



Mark Zuckerberg and Meta Platforms $META just sent a memo to employees saying Meta Platforms is installing a new tracking software on the computers of all employees in the United States 🇺🇸 so it can train its AI Meta said the tracking tool will run on a list of work-related apps and websites The tool will capture stuff like mouse movements, keystrokes and screenshots of what the employees are seeing on their screens - Reuters



Part of the AI triple vibe shift that I described this week is that the AI bubble argument has meaningfully shifted from A) the revenue growth curve looks weak and old chips will lose value too fast; to B) well sure, old chips are retaining value for this inference boom, and the revenue growth curve is ferocious, but it’s being subsidized by below-market token pricing and corporate AI-FOMO Ofc, the latter argument could turn out to be right! The future is a crazy place. But the bubble case has shifted from “the demand doesn’t exist” to “the demand exists but i think it’s illusory” and I think we should pay attention to the evolution of the argument.



The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!





Health stuff I spend money on that's 100% worth it: • Red light therapy before bed every night • Day + night blue light blockers • Jiu jitsu 3x a week • Home gym (no commute, no excuses) • Acupuncture + massage bi-weekly • Local eggs, local sourdough, grass fed butter, grass fed beef • Whole house water filtration • Purity Coffee • Blueprint longevity mix • Wild Roman skincare by @sahilbloom • 100% cotton and hemp clothes The ROI on feeling good every single day is higher than any business investment I've made. Took me years to lock this in but it’s been worth every dollar so far What would you add?







