Patrick

@OSSAIHub @businessbarista A-freaking-men. Most large organization’s data, people, and processes are Swiss cheese at best. Fixing those and integrating all of it into an enterprise LLM would be where the value lies.

Nailed it. #3 and #7 are the ones most companies still miss — the “transformation” is really just fixing your people, processes, and data first, then giving everyone simple enterprise LLM access so they actually use it daily. The flashy pilots and custom agents? Usually just expensive theater.

AI truths people hate to admit: 1) AI “not working” in your job is almost always a skill issue now 2) Transforming a shitty business with AI is like putting rocket boosters on a PT Cruiser 3) 90% of AI transformation has nothing to do with AI. It comes down to people, process, data. 4) Strict AI governance for enterprises is important. It’s also going to lead to a brain drain of top performers quitting to be closer to the frontier. 5) Job seniority & AI expertise are often inversely correlated now 6) CEOs are lying to employees faces if they say that AI won’t cause job loss long term 7) The least sexy AI initiative is likely the right one for most companies: get an enterprise LLM subscription and enable your entire org on the tools, starting with engineering 8) 90% of your time working with LLMs should be organizing and feeding the right context to a model 9) Most execs do not have a compelling answer to “what is your moat?” in a post-AI world 10) Most companies don’t have cohesive AI strategies. They have a hodgepodge of initiatives that don’t work together, have no measurable ROI, and don’t address the core issue.

@DeepIceValue $COF

No more cash on my portfolio, I bought more of?? HINT: Its not $NVO or $UNH.. its finance sector.

@BoringBiz_ Ehhh I don’t agree. Layoffs right now are due to Covid hiring bloat . Almost every company increased headcount by a significant amount shortly after the govt started printing. Now that we’re in a recession or about to be, they’re reducing headcount to cut costs.

If you don’t think AI is already having an impact on headcount at most large companies, you would be deeply mistaken The effect doesn’t just show up in layoff numbers, but also in how few new hires are landing jobs The biggest sign is in the unemployment rate of new graduates, who are the most prone to AI displacement since they have not built up specialized knowledge yet It’s already happening today. Not 5 years or a decade from now

@farzyness @jaltma So you think no new jobs are created? Like Andy Jassy said, before cloud we didn’t have cloud architects, etc. Or Marc Andressen the other week. The secretary got new work. In your doom scenario, the world is affected. No need to outsource jobs to low cost countries anymore…

@jaltma What happens to the tens of millions of people that have been taught to be a cog in the machine of corporate America for the last 8+ decades? Corporate America no longer needs these "cogs" because the AI can do that job better, faster, and cheaper.

I might be too much of an optimist but I just don’t buy the permanent underclass thing. I just think no matter how smart AI gets, there’s no way a motivated person will wake up each day and be unable to contribute to society.

@calvinfroedge @taobanker Next up… food/crop inputs = higher food prices

This is not something that's going to blow over 20% of oil production offline is everything is more expensive and all your friends are unemployed You absolute retards

@JFracson I think you underestimate how screwed up all the FT500 IT systems are. Can’t slap IT on top of them and just fire a bunch of people. Why hasn’t Google or Microsoft done this yet?

Every time I fire up Claude, I become more and more convinced of one thing. What’s currently happening in the oil market is almost irrelevant compared to what’s about to take place in the white-collar job market. Please do everything you can to own hard assets; the gates are about to close.

A few people away from 50k followers Upon reaching 50k, a random follower who retweets this post will receive a free lifetime subscription to my blog posts

@LukeGromen Or if China AI is better than these circular financed and debt fueled US AI companies…

Notable IMO b/c thus far this sell-off narrative seems to be focused solely on how US AI could disrupt the US. No one seems to be worried yet about what happens to US corporate profits if China AI disrupts the US. If that starts to happen "Katy, bar the door..."

@LukeGromen Genuinely asking, so do you think AI will create 0 jobs? Or the layoffs happen faster than the creation of jobs? Maybe I’m naive but I think AI gets regulated/neutered at some point (via taxes or legislation). The tech still has security concerns and still needs to be babysat.

In the early 2000s, I used to golf every Saturday with 3 Rust Belt union officials. Much of the denial I am hearing re: AI white-collar job disruption sounds much like what these gentlemen said early on about China disrupting blue collar jobs. Real talk about how that played out: US middle-aged whites killed themselves via drugs, alcohol, & suicide at a pace comparable to 1990s Russia in response to lost jobs, factories, and meaning.👇 Having lived through blue collar disruption fallout, I can tell you that unfounded happy talk optimism on white collar disruption is NOT a viable policy strategy.

@BlueDuckCap @Citrini7 Totally agree. As soon as society gets tangible visibility into how much AI will change everything, I think it will be neutered via legislation.

@Citrini7 piece is incredibly bearish for AI picks and shovels. Not because it's a likely scenario. But because the entire AI economy will get regulated up it's a*ss at the first hint of any of the doomsday predictions coming close to fruition. The populist outcry opposing AI will go from a whisper (today) to angry mobs in the streets (2028). And, the hyperscalers who all make their cashflow in non (or less) -AI centric arenas will shut down the railroad track build. For AI to succeed and thrive it needs to avoid the Icarus effect.

@14Mtitan @RossBarkan @AndrewYang Amen. You can’t slap AI onto all of these companies and fire people… it literally won’t work. Companies don’t have the infrastructure and system designs to implement AI. Let alone the security issues AI presents.

@RossBarkan @AndrewYang I worked a SAP implementation at a Fortune 50. Incredibly smart people. Took two years hundreds of millions of dollars and failed. If you have very tried to implement an enterprise wide tech solution this timetable makes no sense.

I do take these AI forecasts seriously from @AndrewYang blog.andrewyang.com/p/the-end-of-t…

@BoringBiz_ That’s literally not what he said but okay.

The CEO of Microsoft AI is literally telling you that most accountants, lawyers and consultants will be automated within the span of 2 years It’s over

@thehipskipple Same. All these people that say theres risk and I’m not saying theres not, but Cerberus has the most risk out of anyone. They are highly invested in the success of this company and they have some serious connections and resources to make it happen.

$eose Every time I hear a theory about lack of demand, I have been coming back to this. Surely Cerberus knows better than us, right?

Has to be more than indensity, right? If not, you could have added this announcement at the end of an earnings call. Hopefully there’s more at 8:30am.

We just kicked off the 12 Days of Bank Stocks Day #1 $pfs

@accounting_ds There’s only a handful of companies actually driving this AI investment cycle. Outside of them, the economy is really struggling.

So AI is rapidly replacing entry level jobs and increasing efficiency and margin yet its a bubble? Goldman Sachs analysis reveals that companies discussing AI in workforce contexts have cut job openings more sharply but this is precisely what you’d expect during an efficiency driven technological transition fortune.com/2025/12/02/are… Companies are deploying capital toward automation while reducing labor costs exactly what generates productivity gains and earnings growth Whats good for the market and business doesn’t mean its also good for the regular Joe People with no equity in this change will feel the most burned, while those lets say investors like us can use this as a sort of hedge by staying invested and having assets appreciate in tandem with AI development The dot com bubble collapsed because companies had no revenue, no business models, and no path to profitability, the current AI cycle is fundamentally different Furthermore AI capex isn’t speculative it’s directly contributing to measured GDP growth at a rate that exceeds consumer spending Ultimately For investors positioned in AI this environment is precisely what drives sustained capital appreciation

@elonmusk Need more solar in the U.S.

The Sun is 99.8% of all mass in our solar system. Even if you somehow burned Jupiter and everything that is not the Sun in a fusion reactor, the Sun would still round up to 100% of all energy. The Sun is all that matters long-term.

@Mike_Taylor1972 Closed my eyes and bought at $3.11

$TE: I hope u all got a shot to buy this in the am it will be noisy - but they are executing #TROGLOGYE APPROVED

@doh_in I am long but they have consistently under delivered and have not been as forthright with information. Would be shocked to see a PO announcement today. Expectation for me is Q1.

$ENVX Each earnings release has marked a time of massive, concerted assault by short sellers. In the year and a half I've been involved, I've never seen such a subdued mood heading into an ER. No one seems to expect a purchase order from Xiaomi to be announced during this ER.

@bleacherbum Don’t get your hopes up… if anything I wouldn’t expect an announcement until late November or early December.

$ENVX $META Zuck expects an "exponential curve in new technology capabilities that will come available." Raj the floor is yours next week. It is time to fully deliver and cannot miss on this next earnings call.