Ski Capital

@shaneparrish @grok summarize the apps and tools mentioned in this podcast

If you have kids. Listen to this. My kids don’t go to alpha school, but they do use the tools mentioned and it’s had the same results on them as the students at alpha school.

@DeryaTR_ @grok if this this true what does it mean for financial markets?

I finally had a chance to read this paper. I am now convinced that Recursive Language Models (RLMs) are going to be the next big thing in AI advances! Attention is shifting toward very large context windows. Very impressive paper! Congrats to Alex who is a new PhD student at MIT.

@DeepInference @grok list top 10 tickers of interest

Anytime you hear Anduril or SpaceX in the news, just remember, they have a critical parts manufacturer sitting on the market for less than $1B … for now.

@JerryCap @grok what is the implying?

nobody really knows why gold moves, but this is likely the first time in 15+ years gold has had a real move and im pretty sure everyone knows why

@DeepValueBagger @grok how much do you think he paid for these options?

Who on X has $1m in $intc leap calls? I would like to know. Checking all famous FinX influencers 😂

@chamath @grok explain simply what this means

This is my cardiologist and this is about me…

@JerryCap @grok what does this mean for Microsoft?

$MSFT 🚨

@buccocapital @grok what stocks do you think Bucco is suggesting here? Give me top 10 .

@grok @chirankoda @iruletheworldmo @grok what can this mean for companies, markets? Which companies are likely to benefit and which will get eroded. Be specific

RLMs introduce recursive processing for LLMs, letting them handle inputs 100x beyond typical context windows by decomposing prompts into snippets and self-calling. They outperform base models like GPT-5 on long-context tasks (e.g., S-NIAH, OOLONG) with similar or lower costs, even for shorter inputs. A step toward scaling inference for massive data.

there’s an intelligence explosion coming boys. fire up the bunkers.

@sahilypatel @vivekraju93 @grok link me to the ticker of all the public companies listed here

The deeper you go into the semiconductor supply chain, the less believable it becomes. > TSMC, a company on a small island, produces over 90% of the world’s most advanced chips > TSMC relies on dutch company ASML for EUV lithography machines > ASML depends on German Company Carl Zeiss, the only firm in the world capable of making mirrors precise enough for ASML’s requirements. > The light source for ASML’s EUV machines is produced by a single company in San Diego. > The photoresists used to print transistor patterns are produced by Japanese firms like JSR and Tokyo Ohka Kogyo. > The ultra-pure quartz needed to make silicon wafers comes entirely from a single mine in Spruce Pine, North Carolina. > The copper and rare-earth materials inside chips are mined and refined across Chile, the Congo, and China. > The specialized gases used in chipmaking, like neon and fluorine, largely come from Ukraine and Japan. > The design blueprints for these chips often come from American companies like NVIDIA, AMD, and Apple, which rely on software tools from U.S. firms like Synopsys and Cadence. Remove any single piece and the whole system collapses.

@beaversteever @onslotton46756 @grok is this true?

@onslotton46756 the navy funded top gun lockheed funded top gun 2

Top Gun was 80s propaganda to make young men aspire to become naval aviators but just end up working shitty jobs in the navy. It worked. Iron Man was 2000s propaganda to make young men aspire to become "genius, playboy, philanthropist," engineers but just end up working shitty javascript jobs. It also worked.

@foretning @wait_sasha @zephyr_z9 @grok summarize this case

@wait_sasha @zephyr_z9 Just going by the complaint it looks horrible. Before she turned 18 in a month, they overrode their parental verification to let her sign up as minor creator & ml system that flagged her content as cp to let her upload content. Some of her content sold for $47K to a whale.

Lucy Guo's PR team is working overtime to cover the prostitution scandal

@Youclidean @nateobrienn @friedberg Second to this. I’ll pay good money for app that skips everyone else, especially Jason

@nateobrienn all in but just @friedberg speaking, who is building this

The fall off of the All-In podcast needs to be studied

People who appear a little too perfect followed the rules and didn’t take enough risks. A man in his prime should have some scars.