ThroughPut.ai

@chamath Yes.

Not nearly enough people are talking about the implications of Klarna rolling back some of their AI bets. Not knowing any of the details, I can guess why: Replacing determinism or humans with probabilistic code is fraught with edge cases and require new ways of software development and process engineering that aren't well solved yet. The implications to an entire generation of AI "apps" will be severe as more companies come to terms with the difficulty in getting products to work reliably in production with AI in the loop. Customer Service may be the first funeral signpost. The result will be that many startups will need to pivot to simply use AI for narrow use cases and otherwise act deterministically. So what have people funded then? An AI company? Not really. Just a really overpriced SaaS company at AI valuations.

@Tesla So you have a circular supply chain?

Batteries are recycled at the end of their usable life Gas is gone once used

@paulg The big question is why the government isn't letting @throughput_inc actually fix their supply chains. Why are we waiting for techies to learn operations to fix the problem? Is this a good use of taxpayer money?

Ted tried to make it seem like the issue is a complex one. Actually it's 9 words. Will Palantir help the government violate people's constitutional rights? And I'm so willing to give them the benefit of the doubt that I'd have taken Ted's word for if it he said no. But he didn't.

I gave Ted Mabrey two days to respond, but I think we now have to conclude that he has run away. After pages of heroic-sounding doublespeak, the well has suddenly run dry. I was open to being proven wrong about Palantir, but unfortunately it's looking like I was right.

@elonmusk DOGE would do better with ThroughPut going after government effectiveness over your focus on efficiencies.

🎯

@elonmusk But is @Starlink's global supply chain powered by ThroughPut's ELI?

Starlink now available in over 120 countries!

@chamath Should be using ThroughPut to rebalance their physical inventories fast.

I’ve observed a few hi stakes negotiations over the years and one tactic I’ve seen work well over and over is when you find the leverage to bring your opponent to the edge of the cliff, hold them over the cliff so they see the abyss and threaten to push them off. Turns out when you then don’t push them, but back off, they often develop Stockholm syndrome and give you more than you would have otherwise because they are thankful for the reprieve. I don’t know that this is the plan here but the conditions for that are the same. 75 countries are on a 90 day shot clock to get a grand bargain done. Based on what I’ve heard from some of them, they are thankful for a chance to egress off the tariff highway and find a new normal - even if that’s much worse for them than what it was previously.

@BoomShakaLaka18 @MrBeast We can definitely help here.

@MrBeast Wrong mindset. You’re wealthy enough to start production in America instead you pick the greedy route chase after more profits at the cost of American Manufacturing/production, which we desperately need.

Ironically because of all the new tariffs it is now way cheaper to make our chocolate bars we sell globally NOT in America because other countries don’t have a 20%+ tariff on our cogs 😅

@MrBeast Can pay them even more if you use @throughput_inc

Btw we pay our farmers a living income, use fair trade certified beans, etc. so I was already spending a lot on cocoa. A random price hike was pretty brutal ngl. We’ll figure it out. I feel for small businesses though. Could really be a nail in the coffin for them.

@MrBeast If you want to beat tariffs, use our AI software. We can rebalance inventory fast so you drop carrying costs for your chocolate.

@CIOonline Interesting. How about Industrial CIOs use @throughput_inc to actually extract value from their multi-million dollar digital transformation zombie projects?

Industrial AI helps engineers reduce time on repetitive tasks and focus on innovation. Learn how AI is shaping the future of product design.

@chamath What about protecting small businesses and startups that do business with the EU? Seems very one-sided right now.

Trump needs to hold the line. Volatility aside - which matters to traders more than it should matter to long term investors - the tariff gambit is working.

@CNN Tariffs will immediately hit two areas the most: 1. Commercial Sales 2. Production (Maintenance/Manufacturing) For sales: rapid inventory rebalancing is the key to prevent lost/unprofitable sales. For production: rapid inventory rebalancing is the key to prevent lost uptime.

China says it will impose 34% tariffs on all imports from the US from April 10 in retaliation for President Trump's trade war cnn.it/4hW8WRX

@FoxNews Tariffs will immediately hit two areas the most: 1. Commercial Sales 2. Production (Maintenance/Manufacturing) For sales: rapid inventory rebalancing is the key to prevent lost/unprofitable sales. For production: rapid inventory rebalancing is the key to prevent lost uptime.

China announces 34% tariffs on US imports trib.al/7qRXznM

@kevinolearytv Tariffs will immediately hit two areas the most: 1. Commercial Sales 2. Production (Maintenance/Manufacturing) For sales: rapid inventory rebalancing is the key to prevent lost/unprofitable sales. For production: rapid inventory rebalancing is the key to prevent lost uptime.

On April 2nd a list of reciprocal #tariffs will be published for 15 countries that trade with the US. Emotions, rhetoric and hysteria runs amok. However in the end its a trade negotiation and rational minds will prevail. Why? because its in everyones economic interest to work it out. Its always about the money. In the meantime, if you are an investor opportunity is everywhere!

@RandPaul Tariffs will immediately hit two areas the most: 1. Commercial Sales 2. Production (Maintenance/Manufacturing) For sales: rapid inventory rebalancing is the key to prevent lost/unprofitable sales. For production: rapid inventory rebalancing is the key to prevent lost uptime.

Tariffs are a tax paid by the American consumer. See my Op Ed in Fox this morning. foxnews.com/opinion/sen-ra…

@MarioNawfal Tariffs will immediately hit two areas the most: 1. Commercial Sales 2. Production (Maintenance/Manufacturing) For sales: rapid inventory rebalancing is the key to prevent lost/unprofitable sales. For production: rapid inventory rebalancing is the key to prevent lost uptime.

🇺🇸 TRUMP’S TARIFF WAR: CANADA, EU, AND CHINA BACK DOWN Canada imposed a 25% energy surcharge — then quickly backed off after Trump threatened double tariffs on steel and aluminum. The EU warned of billions in tariffs — Trump countered with threats to pull U.S military support. China tried to sidestep tariffs by buying U.S companies — Trump blocked it with new investment restrictions. Now he’s weighing tariff relief for real American manufacturers. Source: @KarluskaP

@reidhoffman Tariffs will immediately hit two areas the most: 1. Commercial Sales 2. Production (Maintenance/Manufacturing) For sales: rapid inventory rebalancing is the key to prevent lost/unprofitable sales. For production: rapid inventory rebalancing is the key to prevent lost uptime.

Important. This administration continues to erode trust in the American markets, first with crypto grifts, and now with tariff policies drafted by a team that can't even do basic mathematics. This is a long game to hurt everyday Americans and consolidate power at the top.

@pmarca Tariffs will immediately hit two areas the most: 1. Commercial Sales 2. Production (Maintenance/Manufacturing) For sales: rapid inventory rebalancing is the key to prevent lost/unprofitable sales. For production: rapid inventory rebalancing is the key to prevent lost uptime.

There is an odd correlation between the people most negative about tariffs (interference in foreign trade), and most positive about regulation (interference in domestic trade). What means?

@krassenstein Tariffs will immediately hit two areas the most: 1. Commercial Sales 2. Production (Maintenance/Manufacturing) For sales: rapid inventory rebalancing is the key to prevent lost/unprofitable sales. For production: rapid inventory rebalancing is the key to prevent lost uptime.

BREAKING: China just announced a 34% tariff on U.S. goods. To the MAGA farmers growing soybeans, corn, wheat… and those producing beef, pork, and dairy: I warned you. To the MAGA voters working in or invested in semiconductors, autos, aircraft, oil, or natural gas: I warned you too. Trump doesn’t care about your bottom line. He’s playing politics—you’re paying the price.

@chamath Tariffs will immediately hit two areas the most: 1. Commercial Sales 2. Production (Maintenance/Manufacturing) For sales: rapid inventory rebalancing is the key to prevent lost/unprofitable sales. For production: rapid inventory rebalancing is the key to prevent lost uptime.

Had an eye opening dinner last night with two CEOs working to build an American supply chain for battery CAM and rare earths. These are two important drivers of electrification, robotics, EVs etc. The difficulty in beating China won’t come down to tariffs but mercantilism. The Chinese have 1-2 “National Champions” for critical parts of the global economy. They then subsidize these NCs as necessary, dump product to impact spot price markets and shape profitability with loans and grants that, collectively, make these National Champions impossible to beat. So what should America do? Hard question without a simple answer. But one thing is obvious, we are not nearly as organized as China is to even be able to point to a few National Champions in critical areas. One example: the DoE and DoD have spent hundreds of millions of dollars to try and do rare earth extraction from coal tailings - at 100 ppm. Commercial companies can barely make a profit at 6k-60k ppm. What was the point of this?! The money spent on coal tailings could have instead helped build domestic manufacturing and supply chains years ago. But the large capital allocation and meeting of the minds to make these decisions isn’t happening. We need better organization and top-down capital allocation if we are to play this game with China and have a remote chance of winning. The skill and prowess exists in the US and its allies. But Chinese mercantilism is a fierce and dynamic force that needs to be met head on with equally smart tactics and capital allocation by America.