Nick Larson

V curious what you make of this... the first TED talk delivered by an AI. But with a lot of loving human nudging.

動画生成じゃなくて画像生成 これwebカメラからのリアルタイム画像生成だけど動画生成のフレーム補完と違ってなんか温もりを感じて好き

@OpenAI is running the @Dropbox playbook. @Anthropic is running the @Box playbook. One built a consumer app so good employees smuggled it into work. The other built a "vault" and sold to CIO’s. Classic "Bottom-Up" vs "Top-Down" battle. Who will win and why?

@Scobleizer This is shocking- and to imagine it’s been just 3 years since the first will smith spaghetti video 🍝

The hallucinations of AI provide mental health break A new kind of AI is here. A real-time world model. This isn’t like anything else you’ve ever done on your computer. It creates frames one after another, which translates into a new kind of video generation engine. I’m using PixVerse’s R1, realtime.pixverse.ai @PixVerse_ which is a category-creating technology and has just been upgraded to 720P HD video. R1 can create anything you want. I asked it to take me skiing in the Swiss Alps. Unlike other engines like Kling or Seedance it creates interactive videos. What makes this real time world model different than others like Kling or Seedance? It builds video frames one after another, so you can actually interact with the video while it plays (and it doesn’t take one to three minutes to generate like the others). More about what I learned by talking with Pixverse in this thread →>

@Scobleizer Here’s what comes next

Jobs going away in Silicon Valley. Meanwhile AI companies tell me demand is exploding. Hmm.

Will Smith eating spaghetti is the true test of AI $msft $goog $meta $nvda

@phil_hellmuth Looking forward @phil_hellmuth - gonna have a packed house for the GOAT ♠️♥️♣️♦️🏆

I’m onstage Weds talking about success in both poker and business. I am an “Advisor” to over 32 companies, a partner in two funds, and a partner in SPAC’s ​“The Long Game: how to survive and thrive” CZ 15:The Long Game Ft. Phil Hellmuth · Luma luma.com/pokerGOAT

Just a few days left, can’t wait to have @phil_hellmuth and @thatchriskelly on the show! @SiliconZombies #cryptozombies

@its_The_Dr I met Steve when I was 12. Perhaps I’ll inspire a young future leader like he did me!

Steve Jobs talks about calling Hewett when he was 12 years old!

@FreeRuralCO @KerryBurgess Please help me understand

@nlarsonconsltng @KerryBurgess Yeah it must be nice to be so delusional.

Brilliant from jamiekaler! It's hard to make light of such a terrible crime, but this might help some thick-as-shit MAGA fanboys understand why this is wrong.

@AuntieExhausted @KerryBurgess My first “block!“ she seems delightful 😅

@AuntieExhausted @KerryBurgess I understand the parody perfectly; I just think the execution is lazy because it ends up celebrating the thing it’s supposed to be mocking.

@AuntieExhausted @KerryBurgess @KerryBurgess clearly is not a fan, so your claim makes no sense. I wish you luck, @AuntieExhausted

@nlarsonconsltng @KerryBurgess Thanks for proving once again that you don't understand PARODY!!!!

End of the year recap / 2026 predictions! 🤩🤩🤩

This is the EV flippening. Electric vehicles now fill up roughly as fast as gas. The new BYD chargers add 400km of range in just five minutes.

Great show with @michaelterpin - the Godfather of Crypto 😎

@TJAYTEXAS @DOGE Putting it towards the $38T national debt would be a good start

@DOGE Great…now tell us where this savings will be applied.

Contracts Update! Over the last 3 days, agencies terminated and descoped 15 wasteful contracts with a ceiling value of $289M and savings of $140M, including a State Dept. education training contract for “Global Peace Operations Initiative capacity building assistance in Togo”, an $80k HHS consulting contract for “executive coaching” and a $2.7M HUD consulting administrative management contract for “multi-family assessment contractors for green resilient and retrofit program”.

Idea for a shoe store name: Shoes Wisely 👟 #businesspuns

The reason nobody is sure why BTC is pulling back is because everyone is looking for a single cause when this is actually a systems failure with multiple transmission mechanisms reinforcing each other. Here's what actually happened mechanistically: Bitcoin ran from $40,000 to $126,000 in less than a year on a very specific narrative: Federal Reserve easing cycle plus institutional adoption through ETFs equals sustained bull market. The market built up $94 billion in futures open interest, with some platforms offering leverage ratios as high as 1,001 to 1. That setup alone created extraordinary fragility. The trigger was simple but devastating. Fed officials reversed dovish expectations completely. The market went from pricing a 90 percent probability of December rate cuts to just 40 percent. Real yields on short term Treasuries stayed elevated above 5 percent. The entire macro story that justified Bitcoin at $126,000 collapsed in a matter of weeks. Now here's where the structural vulnerability shows up. The new ETF infrastructure that everyone celebrated as bringing institutional money actually created institutional scale sell liquidity that never existed before. When the macro narrative broke, institutions could exit with one click. We saw $1.1 billion in ETF outflows in just days. This isn't retail panic selling. This is professional portfolio managers rebalancing away from an asset whose fundamental thesis just evaporated. Simultaneously, long term holders who bought Bitcoin between $40,000 and $80,000 started distributing. They offloaded 815,000 Bitcoin in 30 days. These holders aren't selling because they think Bitcoin is worthless. They're selling because they see volatility ahead and they're sitting on 50 to 150 percent profits. Smart money doesn't ride drawdowns when they can step aside and rebuy lower with the same capital. Here's where it becomes a cascade. When price broke the $100,000 support level, technical stops triggered across the entire derivatives complex. Over $20 billion in leveraged positions got liquidated throughout October and November. Some single day events saw $3.2 billion wiped out. The liquidations themselves created additional selling pressure, which triggered more stops, which forced more liquidations. Open interest collapsed from $94 billion to $68 billion, but there's probably still more leverage that needs to clear. The critical insight everyone is missing: there are no natural buyers at these price levels. Institutions are rebalancing away from risk assets. Long term holders are waiting for lower prices to rebuy. Retail got scared off by the violence of the move. And new buyers won't step in until the leverage gets fully flushed and price stabilizes. So the market has to fall far enough to accomplish three things. Clear the remaining leverage completely. Reach prices where long term holders stop distributing and start accumulating again. Find the level where actual value buyers with real capital see opportunity worth the volatility risk. The $600 billion wipeout you're seeing is mostly the evaporation of unrealized gains that were paper wealth to begin with. When Bitcoin went from $40,000 to $126,000, that represented about $1.7 trillion added to market cap. A lot of that was pure multiple expansion based on a macro narrative that turned out to be wrong. Now the market is repricing based on reality: high real yields, no Fed easing, strong dollar environment. This isn't mysterious. It's textbook deleveraging dynamics in an asset with no cash flows to anchor valuation, extreme leverage ratios, and a macro thesis that broke. A 25 percent correction after a 215 percent rally with 1,000x leverage in the system is actually normal market behavior when the fundamental story changes. The violence of the move reflects the amount of leverage that was built up, not any change in Bitcoin's long term prospects. The real question isn't why did this happen. The real question is what price level actually clears the market and brings in genuine buyers rather than leveraged speculators. That's still being discovered.