Jake – 🇺🇸/acc

I'm either high on no sleep and cough syrup, or I've come up with the best product idea I've ever had in my life. Lets cook.

@ryanlightbourn Has @pmarca seen this? Retardmaxxing to the fullest extent.

They said AI would destroy art. The new He-Man movie cost $200,000,000. I made this in 5 days for $500. Imagine what $199,999,500 could do for world hunger. Just saying.

@sporadica I heard it was 2 billion. 1 for each of them.

sources tell me the tbpn acquisition was $1 Billion

@TradexWhisperer Plus, I'd rather take $MU, $SNDK et al over random Korean stocks

@TradexWhisperer Sold 1500 shares of EWY for this today. more concentration in Samsung and SK Hynix and less Korean economy oil risk

$MU $SNDK $WDC $STX $EWY Interesting Memory ETF $DRAM with Expense Ratio of 0.65%. I think it might be better just to own them individually (the ones you can) + $EWY Holdings List: Samsung Electronics Co Ltd 24.99% SK hynix Inc 24.22% Micron Technology Inc 23.83% Kioxia Holdings Corp 4.87% Sandisk Corp/DE 4.66% Western Digital Corp 4.64% Seagate Technology Holdings PLC 4.49% Nanya Technology Corp 3.95% Winbond Electronics Corp 2.35%

@jordihays This is actually nuts. Congrats to both parties.

TBPN has been acquired by OpenAI The world is changing quickly but TBPN will stay the same. Live every weekday just with a lot more resources. Thank you to everyone that has been a part of this journey big or small. We are 17 months in and unironically just getting started.

@jukan05 I’m selling my 1500 shares of EWY to DRAM today because of your post. Thank you.

Today, ticker 'DRAM' finally begins trading. With roughly three-quarters of its portfolio concentrated in the memory Big 3 — Samsung Electronics, SK Hynix, and Micron — this ETF is effectively a direct investment vehicle for the memory semiconductor industry. In particular, for overseas retail investors who have faced regulatory or institutional barriers to buying Samsung Electronics and SK Hynix directly, $DRAM could serve as a highly attractive alternative. Of course, $EWY also carries significant exposure to Samsung Electronics and SK Hynix, but it includes sizable allocations to other major Korean corporates such as Hyundai Motor. So if your goal is to take a pure bet on the memory cycle itself, $DRAM is the more fitting choice.

A startup is asking job candidates to have ChatGPT assess them for the role, and submit their chat log 👇 It sounds crazy, but I think we will see more of this AI knows us better than any other software (and most humans) ever will

@TradexWhisperer Few. $MU and $EWY are 60% of my portfolio

$MU $SNDK $TSM Called the memory bottom in March 2025. Nobody cared. So did my Agentic AI callout with low impressions. Agentic AI runs local and cloud, 24/7, never stops learning and working. The old AI model was simple. Train a model. Run inference. Done. Agentic AI breaks that model entirely. Agents learn on the job. They execute tasks, loop back, self-correct, and run again. Local and cloud. Around the clock. That kind of workload doesn't just need chips. It needs context thus the memory. Lots of it. Persistently. Five years from now the infrastructure required to support global agent deployments will dwarf everything built in the last decade.

@DaitheHero000 @TradexWhisperer The paper actually came out last year. This helps people implement it. It is getting implemented by everyone, including hobbyists now. Don't get me wrong though, I'm turbo-long $MU and EWY. Context demand is ~infinite even if you divide it by 6.

@TradexWhisperer it was a paper. A PAPER. And people freaked out about it. Acted like it will translate into a physical thing literally the next day and cause hyperscalers to cancel orders and turn the industry upside down over night. People are legit stupid 🤡

$MU TurboQuant has left the chat. If you're tired of fake news and FUD, follow me for Facts. I can help you

the lion does not concern himself with the energy supply chains of his allies

@bcherny @itsolelehmann Duh! Just ship it and stop baiting us!

@itsolelehmann We’re always experimenting with new ideas. 90% don’t ship because we don’t think they’re good enough experiences. Still on the fence about this one — should we ship it?

i can't believe more people aren't talking about this part of the claude code leak there's a hidden feature in the source code called KAIROS, and it basically shows you anthropic's endgame KAIROS is an always-on, *proactive* Claude that does things without you asking it to. it runs in the background 24/7 while you work (or sleep) anthropic hasn't turned it on to the public yet, but the code is fully built here's how it works: every few seconds, KAIROS gets a heartbeat. basically a prompt that says "anything worth doing right now?" it looks at what's happening and makes a call: do something, or stay quiet if it acts, it can fix errors in your code, respond to messages, update files, run tasks... basically anything claude code can already do, just without you telling it to but here's what makes KAIROS different from regular claude code: it has (at least) 3 exclusive tools that regular claude code doesn't get: 1. push notifications, so it can reach you on your phone or desktop even when you're not in the terminal 2. file delivery, so it can send you things it created without you asking for them 3. pull request subscriptions, so it can watch your github and react to code changes on its own regular claude code can only talk to you when you talk to it. KAIROS can tap you on the shoulder and it keeps daily logs of everything. > what it noticed > what it decided > what it did append-only, meaning it can't erase its own history (you can read everything) at night it runs something the code literally calls "autoDream." where it consolidates what it learned during the day and reorganizes its memory while you sleep and it persists across sessions. close your laptop friday, open it monday, it's been working the whole time think about what this means in practice: > you're asleep and your website goes down. KAIROS detects it, restarts the server, and sends you a notification. by the time you see it, it's already back up > you get a customer complaint email at 2am. KAIROS reads it, sends the reply, and logs what it did. you wake up and it's already resolved > your stripe subscription page has a typo that's been live for 3 days. KAIROS spots it, fixes it, and logs the change endless use-cases, it's essentially a co-founder who never sleeps the codebase has this fully built and gated behind internal feature flags called PROACTIVE and KAIROS i think this is probably the clearest signal yet for where all ai tools are going. we are heading into the "post-prompting" era where the ai just works for you in the background like an all-knowing teammate who notices and handles everything, before you even think to ask

@FL0WG0D I caught the pico low on Monday with $60k in $300 LEAPS expiring march 27 6 @ 9.8k now 14k ea. This is on top of LEAPS I bought in Nov that are up 300% I'm an AI dev. Demand for context and therefore memory, is insatiable.

This bull is paid $MU

@FL0WG0D I think I caught the pico-bottom

@FL0WG0D Bought 60k $MU LEAPS at yesterday's close. Memory demand isn't going anywhere for the next few years. World Models have yet to blossom and there is insatiable context demand.

$24 million into these $MU calls. Wonder how much carries over tomorrow.

@clairevo Yeah but... This sounds like Fruit Riot and it's fucking amazing. It's like diet sour candy. Please for the love of god, if you have a good food idea, work through the bullshit.

Every time someone suggests getting into cpg food I send them this text from my friend in cpg food

アメリカの友人たちよ、オレの作った燻製ボックスを見てくれ！！！

@chesterzelaya mid-tier, you just forgot how deep his discography is

bully is easily top 3 in his discography

@Ken67547214 @m_takewaka correct answer. |> vs D

@m_takewaka Tits are the kiki ones

boobsとtitsの使い分けがわからない🤔

@HyperTechInvest Bought $250 call leaps when it was trading at $220 in Nov and now bought a ton more $300 at yesterday's close. Memory bottleneck isn't going anywhere for years to come. World models haven't even taken off yet and context demand is infinite.

I accumulated in $MU when everyone was shitting on it I doubled down when nobody believed in memory When DDR4 prices were dumping and everyone was focused on $NVDA Today, far from selling, I’m buying even more Markets can’t scare me away from my conviction

カニエ、BULLYのデラックスもう出したらしい 結構前のリーク曲も入れてるあたり今回のアルバムかなり本気だな open.spotify.com/track/4PTG3Z6e…