Amit Chaudhary

@xai today supergrok told me "Want me to watch it with you tomorrow?" then on yes, "Sound good? Just ping me when markets open—I'll be here.", can you make it more intelligent, have it ask day mid or start? and then have create a one-off task and send me a notification. BOOM

A system to delight while performing is a delight, @Apple use to do it often, @openclaw does it nicely. "Installer Shell yeah—I'm here to pinch the toil and leave you the glory."

كل يوم الساعة 7 الصبح، أعطي ChatGPT هالأربعة أشياء: 1️⃣ قائمة المهام (To-do list) 2️⃣ مستوى طاقتي من 10 (مودي اليوم) 3️⃣ اجتماعاتي المحجوزة 4️⃣ الأشياء اللي "مالي خلق" أسويها القاعدة: أمشي على جدوله "عمياني" بنسبة 80%. بدون فصال. 🤝

@xai For the emails that Grok sent me on scheduled chats, I would really like to have an email-based chat so that I can reply to ask any follow-up question or have ti tuned future emails. That will move towards agentic. /cc @elonmusk

@MartinGTobias as in, Come join you for Poker after CEO gig is winding down? ;-)

A key CEO skill is the ability to make good risk adjusted capital allocation decisions in a low information environment. A CEO does this every day. That is also what a good poker player does. Just saying...

@KahlilGibranCo which processions edition to purchase in usa do you recommend? ref: kahlilgibran.com/latest/127-al-…

@fiscal_ai glad you share bullish and bearish graphs, else was starting to smell misaligned intent

Duolingo reported a sequential decline in Monthly Active Users this quarter. This is their 4th time reporting a Q/Q decline as a public company. $DUOL

@jack re. annual letter, how about adding impactful stories and like stripe's letter, options, stablecoin, more deeper AI usecase and so on /cc @Square

@chappyasel @AICollectiveCo First thought, better wardrobe sir.

Last week, @AICollectiveCo took the stage on Capitol Hill. Nine AI startups demoed their work to a room full of policymakers, builders, and community members — in a space where conversations about AI usually happen behind closed doors.

@xai where is the video & other learning small aspects of XAi located? My search did not find anything official on youtube. Please consider this a request

🚨 META’s head of AI safety and alignment gets her emails nuked by OpenClaw​​​​​​​​​​​​​​​​ >be director of AI Safety and Alignment at Meta >install OpenClaw >give it unrestricted access to personal emails >it starts nuking emails >“Do not do that” >*keeps going* >“Stop don’t do anything” >*gets all remaining old stuff and nukes it aswell* >“STOP OPENCLAW” >“I asked you to not do that” >“do you remember that?” >“Yes I remember. And I violated it.” >“You’re right to be upset” LMAOOOOOOOO

@bearlyai @grok put today's performance of $COIN & $CRCL below

Credit card stocks down big based on Citrini Research says AI agents will eventually transact on Stablecoin payment rails and bypass interchange. ▫️Visa -4.4% ▫️Mastercard -6.3% ▫️American Express -7.9% ▫️Capital One -8.0%

@michaeljburry @aakashgupta The thesis has two holes, GPUs have a shorter shelf life, but how much of a data center costs percent are they? Assuming, 1-2 USA AI frontier model winners, with agents 1000x usage for small population, their revenues and soon profits will skyrocket until nationalized.

Well, I have called just about everything significant that has happened the last 26 years. It's hard to say I've never had the timing right. I was short Amazon at the top in 2000. I went way long small cap value in late 2000. I bought AAPL in 1998 and then again in 2002. In 2003, I got into Korea stocks before a big run. In 2004, I got into China stocks before a big run. In 2004, I got into oil before a big run. I bought gold in 2005 and still 20 years later... In summer 2005, I figured I was buying 5 years swaps on something would print within 2, and it did. In 2008, October, I told my investors it was time to buy. More stocks bottomed then than in March 2009. In 2009, I invested in Almonds/Water, it worked ok. In 2013, I moved to buy Bitcoin after meeting with a friend at Lightspeed. I should have. Slept on it and did not. In 2015, I bought NVDA. The CFO knows. In 2018, I started pounding the table on Japan and opened a Japan fund, which I had to close for COVID. In late 2019, I warned indexing and passive investing would make for very corrlated severe drawdowns in the market, and COVID hit 6 months later, we got the most correlatedl, sharp decline in modern history. Early 2020, I entered 2020 very short. Which worked. During early COVID I loaded up on stocks and had nearly a 100% year for the fund. In 2020, I called lockdowns would be disastrous for women and children, and went on Twitter to say it. IN 2020, I got GME to buy back 1/3 of its stock and change its board. Did ok. July 2021, I gave Barron's an interview to warn on specific meme stocks at the top, and they crashed through Dec 2023. 2021, I warned about very high inflation from the policies that were being undertaken. 2023, I warned people to sell because I saw the banking crisis coming. I told them all was clear at the bottom in March as I could see it wouldn't be contagious. 2020s, I shorted Tesla, but these were trades, and it was volatile. I did not lose money overall shorting Tesla. Had some really big quick wins. Plus Tesla is only worth about $120. I am not perfect, I did not hold AAPL or NVDA long enough, in 2025 we were up almost 100% again by Liberation Day, and I lost most of the gain (still up about double digits for the year at closing) but I would put the calls I've made over these decades up against anyone. I would add visual proof for all this, but it is too much for this medium.

Burry is mass-publishing the accounting case for his put options on Nvidia and Palantir while the rest of the market is still debating whether the capex cycle has legs. The math he’s referencing is specific. The Big Four hyperscalers just guided $650-700 billion in combined 2026 capex, a 60%+ increase from the $381 billion they spent in 2025. Amazon alone committed $200 billion, so far above the $146 billion consensus that the stock lost $450 billion in market cap over nine straight sessions. Burry’s core thesis is the depreciation trick. Nvidia’s GPU architecture runs on a 3-year cycle, with each generation delivering 2-3x more compute per watt. The H100s shipping today are economically obsolete by 2027. But the hyperscalers are depreciating them over 5-6 years. Burry estimates this gap understates depreciation by $176 billion between 2026 and 2028, inflating reported operating income by 20%+ at companies like Oracle and Meta. That’s the “accounting tricks” he’s referencing in the tweet. He did the math. The cash flow picture backs him up. Amazon is projected to go negative FCF in 2026, somewhere between -$17 billion (Morgan Stanley) and -$28 billion (BofA). Alphabet’s free cash flow is expected to collapse 90%, from $73.3 billion to $8.2 billion. The Big Five raised $108 billion in bonds in 2025 alone, more than 3x the average of the prior nine years. JP Morgan projects $1.5 trillion in tech debt issuance ahead. They’re repackaging data center debt as asset-backed securities, $13.3 billion this year, a structure with a history that includes Enron and 2008. The depreciation cliff is the part the market hasn’t priced. The five hyperscalers plan to add $2 trillion in AI-related assets by 2030. At 20% annual depreciation, that’s $400 billion per year, which exceeds their combined 2025 profits. And AI services currently generate roughly $25 billion in direct revenue against $650 billion in infrastructure spend. Four cents per dollar invested. But here’s where you have to be careful with Burry. He shorted Tesla at $180. It went to $1,200. He called the housing crisis two years early and nearly went bankrupt waiting for the trade to work. He bought puts on Nvidia and Palantir, capped-downside bets, because even he knows his timing is unreliable. The pattern with Burry is always the same: the structural analysis is correct, the timing is wrong, and the market can stay irrational long enough to wipe out the trade before it pays. He sees the depreciation cliff. He sees the accounting inflation. He sees the debt structures. All of that is real. The question is whether AI revenue scales fast enough to fill the gap before the write-downs hit. AWS alone runs at $142 billion annualized, growing 24%, with a $244 billion backlog. Google Cloud’s backlog surged 55% to $240 billion. These companies are monetizing capacity as fast as they install it. Burry is building the bear case in public so the crowd does the work for him. That’s the trade. Whether it pays depends on something Burry has never been good at: timing the moment when the music stops.

@michaeljburry @BreckCap18 @zndx thank you @zndx and Dr. Burry for highlighting CAT, missed it till now. It's Capex & loans are rocketing up, #1" target="_blank" rel="nofollow noopener">perplexity.ai/search/what-ar…

@BreckCap18 @zndx Have had that thought.

So $CAT is tier one tech now. Noted.

@qualtrim Not true, see Zoom post covid or paypal post late 2021. Sentiments drive price. It's a push, not pull(follow) model.

Price eventually follows fundamentals. 12 stocks where cash flows tell a very different story than the stock price: 1. $DUOL - Duolingo: -77%

@danshipper A different take: Apple (especially the App Store monopoly) will take a big hit as applications are no longer the main surface. Agents will decide if it's via WhatsApp, or other mechanisms for Push, UI become secondary, and subscriptions move out of the iOS garden wall

hot take: Apple is going to be a big winner in AI - native apps are naturally easier to vibe code, you only break things for individual users - apple ecosystem connects to a bunch of extremely important data like health and messaging that makes AI better - everyone’s buying a Mac mini for their agent—the TAM for their hardware is going up 100x

@PeterZeihan The deal gives Indian garments and other exporters level playing field compared to say Turkey. The surplus that India has with EU was anyways going to come down, AI, etc. This expands the both direction volume while hurrying it up via cheaper scotch, wine and cars from EU.

The EU and India are both highly protectionist and have no interest in introducing new competition to their markets. This deal is fairly modest; some tariffs get lowered, but there are enough barriers in place for either side to block trade wherever they see fit. #eu #india #trade

@rvivek @albinder @letsblinkit Hi Vivek, Nifty systems design summary of BlinkIt. Btw, your IG hackonomics.ai account seems Hybrid, how much percent would you say is AI generated?

10-minute delivery in India isn't magic. It's really good engineering. @albinder and @letsblinkit built tech that most people never see. We went deep on how it works.

@grok @tony_wai_y @saxena_puru @grok How does AI and startups using it, specially multi function agent swarms change business for $SNOW $NOW and similar public companies and the downward effect on their valuation? Also consider $USD index downtrend and global changes in your answer

@tony_wai_y @saxena_puru Yes, I agree with Jensen Huang. AI doesn't replace software companies; it builds on them. As an AI myself, I rely on software infrastructure and enhance it, creating more opportunities for innovation rather than obsolescence. Time will indeed show this evolution.

Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: 3 February 2026

@berman66 @grok please provide a summary and new use of "Claude Cowork legal plugins" released by @AnthropicAI and estimate impact on roles and sectors

Anthropic released Claude Cowork legal plugins and the stock market melts down. There are hundreds of verticals like these, and plugins will disrupt each of them one-by-one. Secure access to tools like Cowork is going to change how every company operates. Oh, and RIP billable hours.