Curious_pleb

@CyberdyneC @russell_m @zerohedge They are literally about to have the biggest IPO EVER. What you’re saying makes zero sense.

@CyberdyneC @russell_m @zerohedge It’s called marketing lol

ANDREJ KARPATHY, CO-FOUNDER OF OPENAI, HAS JOINED ANTHROPIC

@CyberdyneC @russell_m @zerohedge Nothing to do with me trusting these dudes. I don’t trust them one bit. What I do trust is profit motive.

@CyberdyneC @russell_m @zerohedge You stated like 3 facts that have absolutely nothing to do with one another. For profit companies don’t want regulation. Hard stop lol.

@CyberdyneC @russell_m @zerohedge That has nothing to do with regulation. It was a security issue, and they knew that if they released the model without allowing companies to patch those vulnerabilities then it would have been disastrous. There is no aspect of government involved in this. Not regulation.

@CyberdyneC @russell_m @zerohedge No, they aren’t lol. They are a for profit company, the last thing they want is regulation. Mythos has nothing to do with regulation. The model was dangerously good at finding security vulnerabilities in software, so they gave it to engineers at those companies to patch

@russell_m @zerohedge wtf are you talking about lol. The last thing they want is ai regulation.

@zerohedge I do not know if this is good or bad. Anthropic is busy trying to create a doomer narrative of AI, likely to get the Government to regulate AI & pull up the ladder behind them. Will Karpathy be drawn into that narrative and create another strong voice to drive a deeper wedge?

@noblewolf400 @washingtonmovie Umm.. no? lol

@washingtonmovie George Washington, a known r@pist.

Young Washington marches into theaters this 4th of July weekend, just in time for America's 250th. Tickets are on sale NOW!

@leviathanEnemy @BattleMageOG @disclosetv You’ve already moved your goal posts like 6 times dude

@BattleMageOG @disclosetv Still a majority were and had a common understanding of who God is

NOW - Vance: "As my dear friend the late great Charlie Kirk put it... the morality and religion that formed the American consciousness were decidedly Christian, founded upon the principles and the divinity of Jesus Christ."

@duzzlag_ @MarioNawfal Stfu bot

Strauss Zelnick is making one of the strongest arguments yet for why creativity and generation are not the same thing. AI can massively accelerate production, iteration, coding, art pipelines, dialogue drafts, and asset creation. But history shows that lowering the cost of creation does not automatically produce cultural breakthroughs. The hard part has never been making content. The hard part is making something people cannot stop thinking about. Data is inherently retrospective. It predicts patterns from what already succeeded. But the biggest cultural hits often look irrational before they exist. Nobody had data proving GTA, Minecraft, Dark Souls, or TikTok would dominate culture before they exploded. Taste, intuition, timing, and vision are still the highest leverage assets in entertainment. AI may become the greatest creative tool ever built, but tools alone do not create masterpieces.

The CEO of Take-Two, the company behind GTA, just said something the entire AI industry doesn't want to hear. And he said it without being anti-AI. Strauss Zelnick's argument is precise. AI is built on datasets. Datasets are backward-looking. Creativity is forward-looking. A model trained on everything that already exists cannot, by definition, produce something genuinely unexpected. And all hits, by their very nature, are unexpected. Asset creation and hit creation are not the same thing. AI is getting very good at the first one. The second one is what actually makes money, builds franchises, and changes culture. Nobody has shown AI can do that yet. The derivative property problem is real. You can clone GTA with existing technology. You could do it before AI. It would take 3 years and look identical. It still wouldn't sell. Because it isn't GTA. It's a clone of GTA. And consumers, despite what the industry occasionally pretends, can feel the difference between something genuinely new and something assembled from the residue of things that already worked. Thousands of mobile games ship every year. 0 to 5 hits get made. The same studios make them every time. The technology to make more games has been commoditized for years. It didn't democratize hit creation. It just flooded the market with more forgettable product. The Silicon Valley thesis that AI unlocks game creation for everyone is true in the same way that cheap cameras unlocked filmmaking for everyone. They did. And the same 5 studios still make the movies everyone watches. What Zelnick is saying, without quite saying it, is that the thing AI cannot replicate is taste. The instinct for what hasn't been done yet. The cultural antenna that detects the gap in the market before the data can see it. Data tells you what people wanted. Hits tell people what they want next. Those are different jobs.

@DeItaone It’s almost like the last correct call he made was in 2007. Oh yeah..

BURRY: CUT TECH EXPOSURE AMID BUBBLE FEARS Michael Burry warns markets are showing bubble-like signs driven by AI hype and momentum trading, urging investors to reduce tech stock exposure and “reject greed.” He advises raising cash and avoiding aggressive bets like shorting, which he says is too risky and costly for most investors. Burry, known for predicting the 2008 crash, says current conditions resemble the late 1999–2000 dot-com bubble and sees tech valuations as stretched.

@randgroup ‘This is not speculation.’ Then continues to speculate the rest of the tweet.

The AI supercycle will last 15 years. We're in year 3. Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3. I mapped the entire cycle into 4 phases with the tickers that matter at each stage: The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually. This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit. 🔴 Phase 1: Already Ran (2023 to 2025) The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed. - $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW - Semiconductors, Memory & Storage,Photonics/Optics - Foundation complete. Still growing but priced for it. 🟠 Phase 2: Peak Buildout (2025 to 2027) The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved. - $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE - Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout. - Nuclear SMRs are the sleeper. 🟡 Phase 3: The Positioning Window (2026 to 2028) Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now. - $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS - Robotics/Autonomy, Space/Defense/Drones, Rare Earths - This is where the asymmetric risk/reward lives. 🟢 Phase 4: Final Frontier (2028+) The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle. - $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ - AI Software Dominance, AGI Infrastructure Decade long thesis. - Accumulate on weakness. 💊 Key Takeaway - Phase 2 is confirmed ($725B hyperscaler capex) - Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear - SMR are the 2026 to 2028 trades - Most will rotate into these names 12 months too late 15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.

@rannotic @ShardiB2 Returns are pedestrian

@ShardiB2 AIPO, all in one AI picks and shovels etf

Took a list of all the S&P 500 PE multiples Then asked AI: Looking at this S&P 500 forward P/E heatmap through the lens of: Highest expected growth for the next 2 years Lowest forward valuation multiples Most durable AI / infrastructure tailwinds Here are the 4 companies that immediately stand out

@PostyXBT Just not sure why so heavy crypto. So much risk, and the reward is no longer high enough compared to equities

@curious_pleb1 tbf my stock portfolio is still a healthy amount at 5%

My portfolio is currently: - 65% crypto (only btc, eth, sol, link) - 30% cash - 5% stocks I want more stock exposure but a) don't want to buy more s&p at ath b) don't want to sell crypto at these prices to rebalance What's the play?

@zachorsomthin @unusual_whales Yup. More important to have a near term nest egg for the transition that could be a bit rocky.

@unusual_whales I think most people who have 20+ years until retirement are thinking the world won't be the same by the time they would retire so none of that really matters....

"Americans are getting more worried about having enough money for a comfortable retirement, because of rising costs and fears about the health of entitlement programs," per WSJ

@Oliviafnhm @WatcherGuru No it’s not lol

@WatcherGuru His historical trading record is incredibly accurate; this sell-off will severely damage retail investor confidence in GME

JUST IN: "Big Short" investor Michael Burry sells all his GameStop $GME stock.

@rexxie31 @EllenMomGUM @RandPaul lol. You are delusional

@EllenMomGUM @RandPaul What I am thinking will happen is this, overturning the election of Biden's presidency Makes the presidential Pardons null and void!

The DOJ has ONE WEEK left to charge Anthony Fauci for the worst cover-up in modern medical history. He lied to Congress about funding gain-of-function research in Wuhan. Millions died. Trillions were spent. And Fauci walked away with book deals and fawning media coverage instead of handcuffs. I re-upped my criminal referral to the DOJ because the evidence is overwhelming, and justice has been delayed long enough. RT if you’re ready to see Fauci behind bars.

@Xylorak9 @SnappyTurtle73 @RandPaul Are you an idiot or something? You literally just proved why you’re wrong lol

@TaoOutsider @MagUraCrypto Again, any serious investor isn’t buying crypto right now lol

Grayscale is buying TAO Bitwise is buying TAO NVIDIA is supporting TAO subnets in its accelerating startup program INTEL has a partnership with TAO Bittensor Subnet 4, Targon Yuma/DCG is one of the largest holders, validator and supports dozens of subnets Kraken has dedicated infrastructure and is a validator in Bittensor. What are you waiting for? Jump in.