Cody Willard

I have found myself loving to build and learn from Manus from Meta (META), but I also use Gemini (and Google Gemini AI Studio) a lot and find it great too. The team use Claude quite a bit too I think. Anyway, some of these discussions about which LLM/Agentic AI is best reminds me of debating the merits of Alta Vista vs. Excite vs. Google. Likewise there will be some huge winners and some of the current batch of highly valued companies will fail someday too. $META $GOOGL #AI #LLM #AgenticAI #Gemini #ClaudeAI #TechTrends #FutureOfAI #Innovation #RevolutionaryInvesting @codywillard

What ARM announced last night about their new ARM AGI CPU was incredibly significant and exactly one of the key validations of our thesis that we were looking for. We redid our ARM model last night with very conservative, reasonable assumptions and the numbers can get quite staggering if this plays out well for them. Wall Street was asleep on this name but is now waking up. We are mostly sitting tight. $ARM #AI #AGI #Semiconductors #RevolutionaryInvesting #AIInfrastructure @codywillard

The AI Revolution Call x.com/i/broadcasts/1…

The AI Revolution Call x.com/i/broadcasts/1…

Who's more scared right now, the bulls or the bears?

The AI Revolution Call x.com/i/broadcasts/1…

Remember when everybody in crypto was so sure that the Genius Act was going to launch crypto and #crypto prices to new heights? We wrote about how we thought the opposite was true. Crypto's been terrible since the Genius Act passed. Now we're supposed to pin our hopes on the Clarity Act, which is supposed to further "clarity" on crypto rules in the US. I'm not sure how to game that this time. Either way, Circle needs central banks around the world to get serious about launching stable coins and/or it needs its Layer 1 trusted blockchain network to take serious share from Visa/Mastercard/banking in general for $CRCL to take off again. #investing $V $MA @codywillard

The AI Revolution Call x.com/i/broadcasts/1…

The AI Revolution Call x.com/i/broadcasts/1…

The Internet boom was just the warm-up. #AI + #Robotics will digitize intelligence and automate labor at scale. Space expands the economy beyond Earth itself. This is The #AIRS #Revolution and it could turn #GWP into #GGP (Gross Galactic Product) within a decade. Prosperity doesn’t come from policy. It comes from revolutionary technology. tradingwithcody.com/the-airs-revol… $TSLA #SpaceX @codywillard

The AI Revolution Call x.com/i/broadcasts/1…

Bob Weir, founding and lifelong member of the Grateful Dead, passed away this past weekend. He was a dear friend of mine and a great influence on my life. I met Bob backstage at a The Dead concert back in 2008 or so. Jeff Clemente, who played piano for The Dead, had come on my Fox Business show earlier that day and had invited me to their concert at Madison Square Garden. Backstage after the show, I was passionately talking to Jeff and some of The Dead's management about how The Republican Democrat Regime in power was a corporatist machine that always does its master's biddings, as evidenced by the bank bailouts which Bush and Obama had been doling out at the time. I felt a tug on my shoulder and I turned around to find Bob, whom I'd just met in passing a few moments earlier, asking me to repeat and expand upon what I'd just said. I gladly did so and he and I ended up talking over Sierra Nevada beers about politics, economics and, of course, the music business, over the next four or five hours. We traded cell phone numbers and probably talked 2-3x per week for a few weeks in a row after that. A few months later, I had asked Fox Business to buy me out of my contract and I moved to Greenwich CT for a brief while. Bob texted me one afternoon asking if I could come down to NYC for dinner with his wife and him. After a lovely dinner and a drink or two out on the town, Bob and I were in deep discussion about the idea of starting a non-partisan, anti-partisan even TV news network. He asked me to fly out to his house in Marin County, CA (outside of San Francisco) for a long weekend to talk about life, politics and business -- and to work on this cable TV news network idea. I should probably mention that I've never owned a Grateful Dead album and to this day only listen to Grateful Dead songs to listen to Bob's lyrics and/or his guitar and singing. Anyway, I told Bob that on a beautiful clear and warm Saturday morning at his house in Maren and he asked me if I'd like to learn the Grateful Dead song called "Friend of the Devil" and -- that one I knew! -- I said, heck yea. He pulled out a 1936Gibson acoustic guitar that he uses for recording some of his songs and handed it to me and grabbed a 1930s Martin guitar for himself to show me note by note and chord by chord how to play that great song. He later heard me picking and humming along a song that I’d written called “You’ll Never Understand Me” and brought his guitar out onto the porch again and instantly followed along and started doing that Bob Weir soloing thing he did so well. Here’s a screenshot of a video that I have somewhere of Bob actually jamming along with me to that song from later that night. Over the next few months (this is probably 2009 or 2010 by now), Bob and I got together in NYC, LA and a few other locations to work on our TV News Network idea. I just searched my emails for it and I found our final draft for it — apparently we landed on the name “No Bullshit News”. Here’s a screenshot of three pages of it: After we’d been working on this business plan and concept for a year or so, we got to the point where we were going to have either pony up and/or find some investors to get this thing launched. I was with Bob in his manager’s office one afternoon as Bob talked to him about the next steps for our TV news network. The manager pulled up Bob’s touring schedule which showed each of his upcoming concerts venue and date/time…and probable gross. The gross numbers for each show were big, 7 or 8 figure each. The manager told Bob: I don’t think you have the time to launch a news network and I don’t think it makes a lot of financial sense to try to do so either. I sure couldn’t argue and that was that. The Weir/Willard News network idea was over. But Bob’s and my friendship didn’t stop or even slow down. I thought to myself — if we can’t do a TV news network where we talk about politics, maybe we should start a private “council” where we and our friends could safely talk about any charged up partisan or other political realities and try to get some semblance of balanced viewpoints on our own. So I called Bob and asked him if he’d be interested in doing that instead. He was all-in. For years afterward, Bob, myself and my friends like Ed “bujo” Moses (lead rapper/singer from my band), Piper Adamian (who used to work with me and is still a bassist, guitarist and singer in my band) and, yes, Bryce Smith (my wife’s nephew and my now partner in my funds businesses) and other friends of Bob’s and mine met once monthly in person and/or on zoom to talk politics and about our society and racism and poverty and war and all the other topics that usually get people so riled up. I’m pretty sure almost every time we got done with one of those calls, I felt better about the world and our country’s place in it. We all got busy again and we stopped doing the Council meetings a few years ago, but Bob and I remained close. He would occasionally text or call when something, usually political-related, got him worked up and worried. I think I was a sounding board for him on this stuff sometimes and he just wanted to hear a viewpoint on these kinds of things that nobody else could give him. A few other random and/or deep thoughts about Bob and his impact on my life: *I wrote an article many years before I met Bob after I’d read about how the Grateful Dead always allowed people to freely record and trade tapes of their concerts and how they made so much more money on touring than on selling records that it never mattered. In fact, I thought it was brilliant that they’d “Flipped It” on the idea of not letting people trade their music freely. Metallica famously was fighting Napster for allowing its music to be traded freely. I talked to Bob years later about this topic and he was like “Heck yea. Music is. Music is.” *The first Tesla I was ever in was Bob’s old Tesla roadster. We finished dinner one night at Sammy Hagar’s flagship restaurant (Sammy wasn’t there that night and Bob was disappointed because he knew I am a huge Van Halen fan, even if he also knew I wasn’t a huge Grateful Dead fan. Bob showed me how he only charged his Tesla Roadster on his solar panels so that he would limit his carbon footprint as much as possible. *The first time I ever went to see Bob and his family at his house, I got to the San Francisco airport and realized I’d forgotten to book a rental car. There was some major tech conference going on in SF that week and the only car that any of the rental places had available was a giant ass yellow Hummer. Bob, as noted above, was famously a green-conscious person and I really wasn’t sure how it’d go over if I showed up in a giant ass yellow Hummer at his house. Well, when I got there he was waiting for me in his driveway and when he saw me pull up in a giant ass yellow Hummer, he got a big smile on his face and was like, “Dude, let’s take that for a ride! Can I drive?” And we ran through the hills of Maren County and then went to dinner. At a stoplight in the small town he lived in, some sweet little hippy lady pulled up next to us and motioned for me to roll down my window. I did so and she was like “Is that Bob Weir in a Hummer?!” I said, “yea, but it’s a rental and it’s my rental.” She just yelled past me to Bob, “I love you, Bob and thanks for all you do for this world!” *One of Amaris’s main nurses who has helped us with her when she’s ended up at the UNM Hospital for an extended stay or two in the past, was a huge Grateful Dead fan (along with her husband). I emailed Bob and his management to see if they could come back stage at a random Dead concert in Albuquerque a few years ago and they hooked her up. Bob lived a life of generosity and just being nice. Like I said earlier, he was a good influence on me, if just in that way. *At some point a few years ago, Bob invited me to an event in the SF area and Elon Musk, along with Democrat Senator Mark Kelly were supposed to be there. I’d been blocked by Elon on Twitter for talking trash to him before he’d been supposed to be on my show on Fox Business in 2008 but had recently started investing in both Tesla and SpaceX so I was excited to meet him. Instead I only got to meet the astronaut who’s now a Senator that night. He was nice enough, but you guys know how I feel about politicians and I met all the politicians I ever want to while I was on Fox anyway. Still, Bob got up on stage in his club that we were at and played an amazing set of music solo with him and his 1930s Martin guitar. Here are a couple pics from that night. I think what really drew Bob and me together was that we both were well-intentioned and open to discussion but also steadfast in our convictions about simply doing what we think is right and that the long-term will work out if we do that and we work hard at our craft. I loved talking to Bob about life, business and especially politics, even though we rarely really saw eye-to-eye on politics. I will miss being able to text Bob on a random Tuesday night about something political in the headlines. I will miss knowing that Bob is out there, doing his thing on stage, making people happy. But more importantly, Bob inspired people to be good, to be better, to try, to think. Certainly that was the impact he had on my life. Thank you for everything, Bob.

The AI Revolution Call x.com/i/broadcasts/1…

This news made me cry. Bob Weir was a dear friend of mine and a great influence on my life. So sad. God speed, Bob.

It is with profound sadness that we share the passing of Bobby Weir. We send him off the way he sent so many of us on our way: with a farewell that isn’t an ending, but a blessing.  A reward for a life worth livin'. bobweir.net/bobby/ 📸 Chloe Weir

The AI Revolution Call x.com/i/broadcasts/1…

The AI Revolution Call x.com/i/broadcasts/1…

The AI Revolution Call x.com/i/broadcasts/1…

The AI Revolution Call x.com/i/broadcasts/1…