dezolate

@hellojintao how was ur trip

🥰 camping over

@lBattleRhino and they say trying to make it on a single trade isn't the move

Bro gets paid 8 figs to write this shit in his substack and short nvda what a life

@signulll i know it might be surprising, but i put zero thought into this one. just let the fingers go to town for 13 characters + 1 space

@signulll shitboy accord

the more thought you put into a post, the less it will resonate on the timeline. what’s a good name for this law?

@fejau_inc over the course of the next year many individuals and companies will be learning tough lessons about being intentional with what you build harness + bubble - not to say bubble will burst but folks are wasting a whole lot of money on tokens right now

I am curious on people's responses - have you: - used an agentic harness - and whether you think AI is a bubble

@goodalexander "claude" is a synonym for "ai" these days in enterprise not saying you're wrong--you're not--but figured it's worth noting that most businesses got into contracts for claude and have way more headroom than they know what to do with before caring about technically-superior stuff

favorite trade right now is long 9984 Softbank. I hedged it with the Nikkei. they own a lot of OpenAI. OpenAI has the best AI products right now. People will want exposure to it, and - now they're realizing SPVs might be dicey, they will want it on public markets even more

@xmoran8 @DKThomp So just do nothing with the meaningless numbers and don’t update your priors at all?

@DKThomp Dude. Looking at revenue growth over such a short time horizon (and annualising) is quite simply not a sensible way of determining whether valuations are sustainable and bubble territory, it is profoundly unserious

Again, if you thought that the odds that AI was a bubble in 2025 were >50% (hi) I don’t know you can look at this and not shift your odds. The best time to flip-flop is when reality changes. A leading AI company’s run rate quadrupling in six months is some kind of change!

@tszzl Have you ever gone and talked to a nice old lady there seems to be selection bias in your statement but nod to the funny satire

unbelievable how benefiting or harming humanity always agrees with immediate capital incentives. incredible thing, that humanity, very fickle

@seyong twenty two point two

will ship a mouse to whoever gets the closest guess on what % of fomo volume goes through web this week

@notthreadguy guy is down bad

what the fuck

@hellojintao oh

ok whatever i shorted some intel

“We know how to do this and you don’t” is OUT “The people have determined we have the divine right to make this decision” is IN

@traderpow hey u might add jobcoin to this list the looking obvious when it's higher thing i mean. you know.

The masses want to somehow/someway inject capital into AI advancement, or well to be "EARLY" to something enough in that field.. Something that is not crowded... something that will be looked as so "obvious" when it is higher, but so unrealistic while it is consolidating... You can bet on infrastructure, products, devs... What's overlooked is the content creation aspect that continues to GROW their business model and mindshare control. $PSYOPANIME and $LOBSTAR are in this category 2 coins, same field, endorsed already, fees toward their "brand" $AISLOP and $MACMINI are also two other ones to bet on via virality of the content/product/mindshare. Maybe it'll work out and look obvious in hindsight. Theses are set for the AI sector's RR, right or wrong it is a bet on my own conviction. I won't repeat them here, but I've shared my thoughts on them in TG. Maybe dreamers will win again, on a longer and larger scale at that.

@beffjezos @KTmBoyle man what a take legendary lack of critical thinking

@KTmBoyle We can't lose the future to the CCP. We must out-accelerate them and win. They will stop at nothing to subjugate us, we need to have the best tools deployed to defend us. Full stop.

We’ve seen this movie before. When the dust settles, a lot of patriotic founders will point to this exact moment as the match that lit the fire in them. 🇺🇸

we must lose the future to the ccp so we don't lose the future to the ccp

@notthreadguy war claude turned out to be the ultimate diplomat

bend the knee

i want anthropic to succeed in their resistance but i can't deny the sorta sick curiosity i have about warclaude

@omooretweets @yipitdata folks who use claude code feel like they can sorta explain what cowork is and how works

@omooretweets @yipitdata productivity whisperings are spreading from those working in claude enterprise world to those who aren't

just what the doctor ordered