B Gupta

@BitQua Do you think announcing a plan to sell 1.25B of BTC more than 50% from ATHs is genius while looting folks who bought MSTR?

They mock Saylor at the bottoms and call him a genius at the tops. That happened in the past, it is happening now, and it will happen again in the future.

@paul_k_0907 @aelluswamy @elonmusk Fsd 12 has many documented deficiencies. Wait till you get fsd 14 lite later this year - it should be much better

@brown_gupta @aelluswamy @elonmusk Dude! Stopping at a red light is not a corner case 😆

My Tesla Model Y just trying to make a left hand turn at a red light and nearly hitting a car coming the opposite way.. Tell me again about how $TSLA is about to unleash a fleet of autonomous vehicles when it doesn’t know to stop at a red light? @aelluswamy @elonmusk @RealDanODowd

@paul_k_0907 @aelluswamy @elonmusk That’s why. The Robotaxi fleet is on 14+. The gap between 12 and 14 is like gpt 3 and 5. Sorry you’re not able to get 14 on HW3 I don’t think it will be possible anytime soon

@brown_gupta @aelluswamy @elonmusk 12.6.4 HW3

Took a 100 million dollar paycut to get his city a title. Nothing but respect to this man.

The day Elon Musk told X advertisers to "go fck yourselves" he was worth $220 billion Today he's worth $1.1 trillion

Congrats @SpaceX @elonmusk!!

dwarkesh: “wouldn’t selling nvidia chips to china enable them to train models like claude mythos with cyber offensive capabilities that would be threats to american companies and national security?” jensen: “what the fuck did you just fucking say to me, you little bitch?”

@ThisWeeknAI @lexfridman “Hopefully I die on the job instantaneously” NVDA AGI: “Roger”

"Are You Afraid of Death?" - @lexfridman "I Really Don't Wanna Die." - Jensen Huang Lex asks Jensen if he's afraid of death. Jensen goes fully personal: "I really don't wanna die. I have a great family. This is a once in a humanity experience, what I'm going through." Then explains why he doesn't believe in succession planning.

@jonstewart YES!!!

Come on the show!! We’ll talk about how self deprecating we both are!!

@elonmusk @BrianRoemmele Thoughts on importance of producing small chips like AI4 vs big like Blackwell in the long run?

@BrianRoemmele The AI race will come down to scaling power and chip output

Millions of AI4 chips building a massive AI super computer network! Your car ain’t just a self driving robot, it is a node in an AI planetary super computer. No other company but Tesla can salvage this stranded compute (and power). One reason they win the AI race.

@AutismCapital This guy is obviously a Chinese communist spy lol

🚨NEW: Professor Jiang believes that Dubai is not coming back "It's all been a mirage. They spent a lot of money creating this image of itself as a safe and secure place where you don't pay taxes, and you can make a lot of money, so put your money here, but guess what, just one ballistic missile has destroyed this mirage, and once the mirage is destroyed it's never coming back. We can expect billions of dollars to flee the GCC, especially the UAE over the next few weeks. Most of these influencers have property in Dubai so it's in their best interest to maintain the image that Dubai is still vibrant, but once the image is punctured you can't see it again. I think it's done. I don't see a future here."

@im_roy_lee Love your videos and hope the cluely story has a long way to go (especially for the YouTube channel!)

ngl i was sweating for 2 mins

If you look at the curve of improvement of smaller models, they are not far from being opus 4.5/4.6 caliber. It’s debatable how much more useful future models which are smarter will be (at least for most work). So if you can run a model locally in 6 months that can achieve opus caliber performance, thus, is capable of doing 90% of intelligence work then doesn’t that reduce the demand for frontier models? Could be missing something here but if inference is where all the demand is, I’d bet smaller / low power chips like m5 and AI4 will be running more inference. Just because they will always be cheaper and less costly to run inference on than big nvda chips

@brown_gupta the most economically valuable activities require the most advanced models. compare value capture by Claude/Codex vs. small models.

No – Anthropic will be worth more than Apple. The demand for hardware widgets is finite. The demand for automated intelligence is infinite.

@austin_rief How much of cursors 2 billion is going to Anthropic 😆

Anthropic just hit $19B in revenue. That's up $5B in the last few weeks. As a reference point, the median revenue for the 2025 Fortune 500 is $16.64 billion. Anthropic is massive.

@Namzes_G Please explain why Iran killed 10s of thousands of civilians in the past few weeks

Trump will try to taco bc of markets and oil but years of dealing with USA and israel taught Iranians US and IZ can’t be trusted as they will use the pause to replenish depleted air defense systems and rebuild logistics. Thus Iranians now know pain needs to be inflicted on USA through both human casualties (trump could care less about those) and more importantly oil price and stock market. -There will be misdirections, off-ramps etc but in the end what will make Trump withdraw is market discipline if conflict drags for months. The longer Iran can survive the more desperate trump will get. -I also think revolution in Iran will eventually happen next 2-3 years but external attack on Iran is counter productive and will bring to power hardliners and squash any dissent. -This is market/geopol commentary with no bias from my end. We can’t control these events and have to adapt and anticipate most likely scenario.

@cenkuygur Wow. You are beyond help

I criticized Iran’s Supreme Leader Ali Khamenei a thousand times. He was oppressing his own people and preventing democracy. But there’s one thing you can’t take away from him, he died on his own two feet, instead of kneeling to Israel. That took courage. He didn’t bow.

@Kasparov63 You are talking from both ends of your mouth to fit your own political agenda

There are real concerns about Trump‘s latest unilateral action, ignoring Congress and surely to suit his personal ends. And the hypocrisy of the peace president is jarring. But when deterrence is allowed to crumble, action becomes inevitable to defend national & global security.

As usual, a dictator's people celebrate his demise, his long-suffering victims dance in the streets, and Western pols and pundits who have never known repression or hardship, let alone torture, criticize for partisan reasons of their own.

@aakashgupta What do you think is more pragmatic to reshore manufacturing: start with a low volume simpler product or the most complex and critical to sales?

Mac mini represents less than 1% of Apple’s total Mac sales. Mac itself is 8% of Apple’s revenue. Tim Cook just chose the single lowest-volume consumer product in Apple’s entire lineup to “reshore,” and everyone’s acting like the iPhone assembly line is moving to Texas. The math tells you everything. Apple sells roughly 22 million Macs per year. Mac mini is under 1% of that. Call it 200,000 units. At $599 per unit, that’s around $120M in revenue. Apple did $416B in total revenue last fiscal year. This Houston line represents approximately 0.03% of Apple’s business. Meanwhile, the building permits for this Houston facility were filed in 2023. The expansion permit for the Mac mini line was filed in early 2024, nine months before Trump won his second term and over a year before any tariff threats materialized. This was a supply chain decision made during the Biden administration that Apple timed the announcement to maximize political leverage. This is the Tim Cook playbook perfected. Pick the smallest, simplest product in your lineup. Build it alongside the AI servers you were already manufacturing in Houston anyway, so you spread fixed costs across both lines. Announce it during a tariff war so it buys you goodwill and potential exemptions on the products that actually matter: 232 million iPhones still assembled in China, India, and Vietnam. The $600B “commitment” works the same way. Apple spent $600B with US suppliers over the last five years anyway on things like app store payments to developers, component orders, and data center contracts. Repackaging existing spend as a “commitment” costs nothing and buys everything. Cook is the greatest supply chain operator alive and this is his masterpiece of corporate diplomacy. One 220,000-square-foot factory making a niche desktop product has generated more political capital per unit produced than any manufacturing decision in American tech history. And 80% of Apple’s production capacity is still in China.