Chris Camillo

My most controversial AI investing take yet. Link in comments.

@GearMentation @johnarnold Robots are compute in motion profits taxed at the corporate earnings level then taxed again when investors realize gains

@ChrisCamillo @johnarnold Compute includes robots

Only way to limit coming AI backlash is to start shifting taxes from labor to compute. The average voter needs to see salient benefits from AI. Today we tax labor > compute (income vs corp tax, depreciation for machines not education, payroll tax, etc). This will have to invert.

@TPE_HAO_LU Same playbook as always on repeat

@ChrisCamillo So holding through the rolled-up option though earnings, then double down if earnings produce a drop?

$AMZN to $250B CapEx this week. Flush the weak hands

@SkepticalStud Thank you

Saw someone on FinTwit accuse @ChrisCamillo that he is just someone speaking positively about AI now just to pump his bags. While @ChrisCamillo isn't selling any trading course and none of that crap, but that guy accusing him was. Oh the irony! I was reminded how people just trash talk you if you are succesfull 😂 cc @JamesMarsh79 @NonMeek @AmerAssaleh @ClaudioVirili @NepWog @pmontu33 @notacharlataan @mhib19q

@MRS631041571865 Plenty of ways to socialize better without 8 hrs/day in outdated classrooms.

@ChrisCamillo Welllll, they do need socialization with other kids. So there’s that

Am I wrong?

@greybrad888 My writing and grammar got better with AI. After hiring hundreds of grads over 20 years, that bar’s been low for a while.

@ChrisCamillo There's truth on both sides. Students have lost abilities. It's proven that the average person cannot calculate mentally. They refer to calculators. GPS has taken away the ability to navigate naturally. Writing skills, grammar, has totally collapsed. This is a failure.

Not so sure. AI doesn’t replace thinking. It both raises the ceiling and adds new dimensions. Calculators didn’t kill math either.

@greybrad888 My brain works harder and more creatively with AI than it ever did without it

@ChrisCamillo Yes school work teaches crap but the brain exercises and learns to be self reliant. AI accelerates information magnificently, although BEWARE because AI invents volumes of fabricated information. History has been proven wrong frequently, so where does the AI path lead

@greybrad888 AI has been proven to teach all of that 5x faster than conventional schooling

@ChrisCamillo School isn't pointless. The elements must be taught, not the peripheral BS. History can go. Religion can go. Basic language, math, grammar, reading, writing, etc. If you can't process those things then life becomes difficult.

@BillyCastleX One of them, yes

@ChrisCamillo Side note: I recall you speaking about Looks maxing and mogging. Do you think peptides will be the trade for that?

My most controversial AI investing take yet. Link in comments.

@neuroscitrader Yes, excited and nearly as scared

@ChrisCamillo Neuroscientist here! I agree with @ChrisCamillo. It will never replace thinking but add new ceiling and dimensions. A lot of paradigm shift will happen in next decade and more to come. Pretty exciting times.

@BrandoHo7 @Fsousa45149200 I would agree

@Fsousa45149200 @ChrisCamillo Does traditional school cultivate critical thinking. I would argue that it does not.

@DanielOron6 Yes

@ChrisCamillo Still holding BE?

For the cynics who can’t comprehend a retail trader compounding ~70% for 20 years: one word, conviction. $AMZN

@markvalorian Spent time with kids at AI Alpha School in Austin. Their real-world social IQ is on a different level vs conventional students.

@ChrisCamillo You still have to learn how to learn. A lot of the actual content in school is kind of irrelevant—it’s just teaching you how to form neural pathways.

@donaldsiener @Bullstkpicks Smart move

@ChrisCamillo @Bullstkpicks Signed up my kid in Alpha Brownsville for upcoming year. Tuition is 10k a year here.

@sjahmed08 Perhaps but the concept of school will need to radically evolve to provide value in the new world

@ChrisCamillo I don't think AI can replace school. School isn't just about taking classes, doing homework and exams lol. It's the bedrock of modern society that robots simply cannot replace.

@Bullstkpicks Austin’s Alpha School

@ChrisCamillo Only from maybe social skills. Kids sitting at home isn’t great so not sure how they learn as you have to learn how to think. What I do think is schools need to find ways to embrace AI and teach it to kids

@joeRaym94917800 Very much so

@ChrisCamillo Still long in SKM?

triopoly