Hugo Boss

@ContrarianCurse Had the same thought but came to the conclusion that instead of searching for nuggets I would just buy the shovels this time - HK listed chinese AI models, Zhipu and minimax

Most interesting question for me for rest of 26 is that basically Claude code and revolutionary models started end of 25. So we are 5 months in the agentic era of the cycle, and revenues have massively inflected for both labs So people are doing something with these models. Of course industrial and tech cos directly upstream to the labs are seeing acceleration and industrial/semis that make up the build But more interesting, and probably more important is what people build with this stuff that transforms and represents huge ROI for their business. We are hearing about cos blowing through token budgets right now because everyone feels the ground moving and you have to play, but what eventually sticks? There was years where you put $5 in the Instagram machine and got back $20. Over and over again. It’s that clean ROI or upping of competitors capability that forces you to the table that sustains and grows the pie This needs to come up in the next 6-12 months to grow beyond the experimentation phase and really change companies in a way that provides them an advantage If a phone carrier can cut opex by 30% and then pass that into capex / better pricing - now you have a real differentiator If an insurance co prices risk more accurately and uses AI for better customer service and claims operations, they could have a real advantage that forces others to spend in the same way. I haven’t seen much of this yet. Would be interested to hear about smaller bread crumbs of where this is happening already

@CrumpOnPolitics @infantrydort If you know a bit of Cryptography, then the last sentence on that page is all you need to know.

@infantrydort And once again, why was it classified, and if there was a legitimate reason for it to be classified (there wasn't), why was it classified for more than 2 days. That is a problem we still continue to have... over classification.

The king of all military situation reports. A warrior could live 10,000 lives and still never utter a single sentence half as powerful.

@BitcoinNewsCom @BritishHodl Wow, that guy can lie with out getting red.

THE TRUTH ABOUT LIVING IN DUBAI DURING THE IRAN WAR @BritishHodl explains that it's not what X has suggested. “I’ve got drones and missiles coming in on one side, UAE interceptors on the other… and nothing landed. Nothing hit.” For a country whose defenses had never been tested, the UAE passed with flying colors. Over 3,000 drones and missiles were intercepted, protecting residents without disruption. Daily life has been remarkably normal for the last two months as delivery apps still worked, restaurants stayed open, and regular life has gone on. The only thing that shut down was the airport and even that was back within days. “The reality is the UAE did a fantastic job.” Within a week, attacks dropped 90% and within 10 days, 95%. Most were neutralized before even reaching land. And while commentators on X said the city was about to collapse, the on-the-ground experience was the opposite. “It was still safer than London.” He also points to a deeper psychological reaction online. As Dubai remained stable, safe, and tax-free, many outsiders responded with hostility. “When people feel trapped in failing systems, seeing somewhere that works creates resentment.” For BritishHODL this has clarified what actually matters when choosing where to live: Safety, political stability, and financial flexibility. Everything else comes after.

@LarsWienand Ja, er erklaert sehr schoen den Absturz der CDU seit der gewonnen Bundestagswahl.

Starker Auftritt.

Es geht in Deutschland schon längst nicht mehr darum, ob man noch seine Meinung sagen kann. (Kann man nicht gefahrlos, immer kann die Staatsanwaltschaft klingeln.) Es geht inzwischen darum, ob man noch die objektiven Fakten benennen und berichten darf. Und ob Gerichte bereit sind, die objektiven Fakten gegen Zeitgeist und Ideologie zu verteidigen. Es gibt solche mutigen Richter, aber insgesamt ist der Trend bedrückend und gefährlich. Daniel Günther sagte bei Markus Lanz, er sitze dort nicht als Privatmann, sondern als Ministerpräsident. Als Ministerpräsident verunglimpfte Günther NIUS als "Feinde von Demokratie". Hinterher behauptet Günther, das als Privatmann gesagt zu haben. Das Gericht gibt ihm Recht, obwohl es objektiv nicht stimmt. NIUS berichtet darüber, dass das Arbeitsamt in Dortmund zu Iftar, also zum Fastenbrechen eingeladen hat. So steht es im Betreff (!) der Einladung. Das Essen begann zum Fastenbrechen um 18.28 Uhr. Bebildert ist die Einladung mit einem Symbolfoto vom Fastenbrechen. Aber ein Gericht entscheidet, dass NIUS (vorerst) nicht behaupten darf, es sei eine Einladung zu Iftar, zum Fastenbrechen gewesen. Ein Mann in Frauenkleidern will in die Umkleide eines Fitnessstudios. NIUS berichtet und bezeichnet den Mann als Mann, weil er ein Mann ist. Das Gericht verbietet, diesen biologischen Fakt zu benennen. Das Gericht will uns vorschreiben, eine biologische Unwahrheit zu verbreiten. Besonders bizarr: Den Mann und Rechtsextremisten Sven Liebich hingegen dürfen wir bei NIUS Mann nennen, entscheidet ein Gericht, obwohl auch er offiziell eine Frau ist. Da aber überwiegt dann der politische Wille, einen Neonazi nicht zu seinem bizarren "Recht" kommen zu lassen, wie es im Gesetz steht. Man darf Männer, die Frauen sein wollen, also nur als Mann bezeichnen, wenn ihre Gesinnung schwerer wiegt als ihr Recht. Diese Zustände sind politisch genau so gewollt. Sie sollen Menschen in die innere Zensur treiben. Menschen sollen Begriffe wie "normale Familie" oder "Islamisierung" nicht mehr verwenden, damit die Politik ungestört Zustände herbeiführen kann, die keine Mehrheit je gewählt hat. Wenn man versucht, diesen Irrsinn publizistisch zu dokumentieren, wird man vom Staat zum Feind erklärt, nur damit der Staat dann vor Gericht behauptet, gar nicht der Staat zu sein, sondern bloß Bürger Günther.

@Larryjamieson_ If x is small enough, it usually works.

Been around long enough to know that basing an entire thesis off of X multiple at t+[insert numbers of years] assumptions is not the way to go (I have done this many times)

@concernedAIguy @atelicinvest No Agi. Ai bubble burst.

@atelicinvest Haha what you mean?

Hell of a paper. Big if true (I think it is true) moment.

@LindseyGrahamSC @POTUS Its only an alliance if the USA want something. Europe understands that now.

Just spoke to @POTUS about our European allies’ unwillingness to provide assets to keep the Strait of Hormuz functioning, which benefits Europe far more than America. I have never heard him so angry in my life. I share that anger given what’s at stake. The arrogance of our allies to suggest that Iran with a nuclear weapon is of little concern and that military action to stop the ayatollah from acquiring a nuclear bomb is our problem not theirs is beyond offensive. The European approach to containing the ayatollah’s nuclear ambitions have proven to be a miserable failure. The repercussions of providing little assistance to keep the Strait of Hormuz functioning are going to be wide and deep for Europe and America. I consider myself very forward-leaning on supporting alliances, however at a time of real testing like this, it makes me second guess the value of these alliances. I am certain I am not the only senator who feels this way.

@kimmonismus @grok, to which ai conference "out west" did Andrew Yang go to? if unknown, what were the recent ai events?

Andrew Yang just returned from an AI conference, and the pace of innovation is staggering. Experts predict the next 6 months will outpace the last 10 years. The rate of change is on a hockey stick—and it blew his mind.

@SBetschinger Evtl einfach schon jetzt verkaufen und in asts einsteigen

Handelsblatt: "Vom Satelliten direkt zum Handy – Musks Konzern plant 5G-Mobilfunk... Starlink plant einen Mobilfunkdienst mit Geschwindigkeiten von bis zu 150 Megabit pro Sekunde." Diese Technologie wird negative Effekte für Deutsche Telekom und andere Mobilfunk-Provider haben. Meine Einschätzung ist, dass man in den nächsten 12 Monaten bei der Deutsche Telekom-Aktie Gewinne realisieren sollte.

@SirOstapBender Advertising and no one notices it.

Some random dude from Guinea just retired after an OpenClaw bot with access to his owners crypto wallet sent him $250,000 instead of $4

@OphirGottlieb @guardian This water from air scam has been promoted around a dozen times now, and there are still people falling for it.

Talk about changing the world... ‘Reimagining matter’: Nobel laureate invents machine that harvests water from dry air Omar Yaghi’s invention uses ambient thermal energy and can generate up to 1,000 litres of clean water every day via @guardian

@abylund @grok @BoWang87 openclaw was rewritten, the model is still the same.

So then doesn't that mean that someone is just going to rewrite openclaw with the same efficiency and then make it available for a Mac Mini to make it even that much more powerful? Right now you need a souped up Mac Studio to run Kimi K 2.5. So with this efficiency wouldn't you be able to run that on a Mac Mini?

A Chinese hardware team just mass-democratized AI agents. They took a 430,000-line AI assistant that needs a $599 Mac Mini and 1GB of RAM — and rewrote it in Go so it runs on a $9.9 dev board with less than 10MB of memory. Boot time: from 500 seconds to 1 second. Cost: from $599 to $9.9. Memory: from 1GB to 10MB. Same features: code generation, web search, Discord/Telegram chat, memory system, scheduled tasks, security sandbox. The wildest part? They claim 95% of the new codebase was written by AI agents themselves. The humans just guided the architecture. It's an AI assistant that literally rebuilt itself to be smaller. Launched February 9th. Four days later: 7,400+ GitHub stars. This is the pattern no one's talking about enough. Every AI capability that starts expensive gets commoditized within months. GPT-4 level models went open source in 6 months. Now the hardware floor for running a personal AI agent just dropped 60x in weeks. The infrastructure moat in AI isn't sustainable. The only defensible advantage is what you do with these tools — not access to them.

Ein outfit wie frisch aus der Hoehle gekrochen #Eröffnungsfeier

@TJTheWheelDeal @grok what are the most mentioned names in the replys?

Let’s have a little fun bc I’m looking to start a series. You have $500k and you need a double by end of the year. You can only pick one ticker to get it done using all the tools in your kit. What’s your ticker and what’s the strategy?!

@midascabal @grok what are the top mentioned companies?

Top stocks I’m willing to hold for the future: The next Robinhood: $COIN The next Mag7: $MSTR The Next Palantir: $BBAI Modern healthcare delivery: $HIMS The Microstrategy of Ethereum: $BMNR The undervalued bitcoin miner: $HIVE Neocloud / Data Centre: $IREN Hyperscale data centers + AI adoption $CIFR Neocloud / Data Centre: $NBIS A portfolio built on the technologies shaping the next decade, not the last one. What other companies should I add?

@midascabal @grok which are the top ten stocks in the replys?

If you want to outperform the markets in 2026 you should have these 10 stocks in your portfolio… 1) $ONDS 2) $ZETA 3) $PATH 4) $RKLB 5) $ASTS 6) $IREN 7) $CIFR 8) $NBIS 9) $CCCX 10) $ASST In no particular order. What other stocks should I add?

@stefanolix @19_Adrian_97 Also wenn ich mich so als Hersteller verabschieden wuerde, waehre so ein Wartungsvertrag mit Vorabpauschale natuerlich eine feine Sache.

@19_Adrian_97 Lehre: Ein Wartungsvertrag hätte zwingend gemeinsam mit der Bauleistung ausgeschrieben werden müssen.

Typisch Deutschland: In einer Stadt in SH gibt’s seit 2024 eine kleine Toilette am Bahnhof. Kostete mehr als 141.000 Euro. Natürlich musste eine EU-Weite Ausschreibung dafür gemacht werden. Gewonnen hatte ein Unternehmen aus Italien. Anfangs passten die deutschen Anschlüsse für Strom und Wasser nicht zum italienischen Modell. Auch gab es Probleme mit der Öffnung der Tür bei Benutzung. Zudem ist die Toilette nun immer außer Betrieb, weil deutsche Firmen nicht mit der italienischen Technik klarkommen - auch der Hersteller kapituliert bzw. antwortet nicht mehr der Stadt. Theoretisch gibts in den Regionalzügen auch Toiletten. Die sind nur auch oft außer Betrieb.

Verification: wave-QK22

Just encountered one of the most convincing Google account takeover scams I’ve seen. Perfect American accent. Calm. Professional. They start the call by saying someone tried to hack your Google account using a fake death certificate, then ask if you recognize a recovery email or phone number. They ask if you’ve received any recent Google emails about an account you don’t recognize trying to recover access. And sure enough, there’s a legit Google security email. Here’s the trick. The attacker isn’t trying to hack your account. They create a throwaway Google account, set your email as the recovery email, then try to recover that account. Google sends you a real security email. The scammer calls you live, references the email, and even tells you to verify the headers since it comes directly from Google. The headers are real. That’s the point. Then they tell you they’re locking down your account and that you’ll get a recovery prompt on your phone. You just need to approve it to stay safe. The giveaway was the device and location in the prompt didn’t match me. When I pushed back, they claimed it was from their servers, which obviously makes no sense. At that point I hung up. I have a personal rule to never approve anything I didn’t initiate, especially while on the phone. Extremely well executed social engineering. I’m sure this works on a lot of people. And if someone calls you about account security, assume it’s a scam