kyle

@edels0n This is why I don’t buy products you advertise on your pod

SpaceX is already down more than 30% from its highs. Anyone who bought post-IPO is now underwater. This is in line with the trend: research shows IPOs recommended by analysts at underwriting banks underperform and, on average, lose value. Lesson: If someone's been paid to sell you a stock, proceed with caution.

@RealMattMoney You underestimate my expectations sir

$1b in EBITDA will come faster than you expect for Rocket Lab. $RKLB

@RealMattMoney Panic buying

$RKLB is now down 54% from its peak of $150/share. Are you buying, holding or panic selling?

GOES HARD

Claude should just show your Current Session Usage in the bottom left corner of the app. Kind of ridiculous we constantly have to navigate and do two mouse clicks to check it manually. @DarioAmodei plz fix

@IntrovertProbss Adventure time

Introverts, what’s your go-to comfort show, movie, or book when you’re peopled out?

@xxChessMaster Boo

White to move, mate in 1!

@ProfGMarkets @edels0n @edzitron The only thing he got right is this could be bad for neoclouds. More competition. But even then. Demand is booming.

@ProfGMarkets @edels0n @edzitron Meta built out data centers too ambitious for its model capabilities. Doesn’t mean AI is bad. It means meta AI is not in demand. Very simple.

"This is very bad for the AI bubble" with @edzitron. Ed Elson: "Meta is reportedly planning a cloud business to sell its excess AI capacity. The company has poured billions into its AI infrastructure, and until now, Meta has maintained that all of those investments and the resulting compute capacity would be used for internal purposes. But clearly now, something has changed."

Trump doesn’t have dementia. I’ll say that clearly. He has a narcissistic personality and the normal infirmities you’d expect at 80. But he’s a fairly vigorous, fairly healthy 80. Don’t underestimate him. Here’s where he’s genuinely unwell. He’s making statements that are nowhere near what a world leader should be saying. Threatening the death and destruction of an entire civilization on social media is a war crime. Threatening a war crime is itself a war crime. Imagine any other world leader saying anything close to that. It would never happen in the first place and if it did, their own party would remove them within hours.

@ChadMoran @DBurkland Whaaaaaaa????!

@DBurkland It never went away for some 🙈

Hi fren

None of this was some weeks long back and forth. I was at Anthropic's HQ on Friday reporting when this all unfolded. Dario is not at a wellness retreat. The Feds seemed to be scrambling to try and make an example of Anthropic again. This is not technical. It's petty.

Anthropic has pushed AI forward dramatically over the past two years. It's currently the crown jewel of US AI tech. The Feds don't like @DarioAmodei because he won't do all their bidding. And so, we've now entering the Soviet-style propaganda portion of the program with the White House feeding every reporter it can find with laughable claims like Dario is unreachable at a wellness retreat. Come on. I'd hoped the US would not be self-defeating on AI, since it's kinda one of the last hopes the US has versus China. But here we are . . . . already

Dear Microsoft, when I hit the Windows Start menu key and start typing a word to autocomplete a search, I never, ever, EVER want it to return results of something not on my computer. Ever. Like, ever, ever, never.

@TravisKetchum R2 not entertained? 😔

Every company’s AI workflow rn be like 😭💀

@ianbremmer This post is about 🇺🇸

when you’ve made the kind of mistake putin has made invading ukraine, you need a way to vote that leader out of office. zero accountability for that sort of failure is extremely dangerous.

@ChadMoran A bit yep

Engineers, how do you feel about saying you "vibe coded" something. Increasingly every day I am less and less involved in the coding part to now my involvement is just the PR. Do you feel embarrassed to admit that? Sometimes I do.

@RealMattMoney @daveginvesting I will be a major buyer at $0

@daveginvesting It’s all going to $0

One barometer for whether I think an x investor account is worth a follow is their ability to be critical about anything related to their favorite stock and admit when something is objectively bad news. Feels applicable today.

@ChadMoran @mikepat711 Same 💪

@mikepat711 I've all but cut alcohol out of my life. It's been a marked improvement in overall quality of life. I never drank very heavily, mostly socially. But it has a knock on effect. Messes with sleep, makes you less focused, a ton of calories. Pass.

I haven’t had an alcoholic drink in 36 hours. I went on a 2hr bike ride earlier and ate nutrient dense whole foods all day. Alcohol is poison, impacts your sleep, adds empty calories, limits your life, and is only for weak/pathetic losers with poor self control. I have figured life out and am way better than all of you.