AInvestmust

My goal of this handle was to shatter the QQQ all while disclosing my portfolio regularly & providing contrarian views on less popular stocks Here's how I did, I appreciate everyone who followed along! 2024: +52.60% 2025:+51.08% Inception: +130.55% QQQ (Incept) +56.97%

@AustenJ248855 @CoinzSir @buccocapital youtube.com/shorts/1U4_pFs…

@TryAInvest @CoinzSir @buccocapital Has he stated this somewhere? Not saying you're lying but just want to know where he has publicized his position. I've always understood AGI to be something that allows recursive self-improvement and that's what I assume he defines it to be as well.

Man, Jensen and Dwarkesh really go at each other on China. Refreshing to listen to an interview where someone isn’t a total sycophant. Respect.

@mcagney @aayushtrades @Figure Mike, is Figure going to save private credit through the transparency and fractionalized liquidity Figure connect provides?

@aayushtrades They aren't even close. @Figure is the first and only to build a capital market ecosystem away from the GSEs. Anyone who thinks Figure is a HELOC originator is living in 2020.

to those comparing $BETR to $FIGR: $BETR is essentially just a nice ui sitting on top of the exact same legacy mortgage rails that everyone else uses. all other lending companies basically do that same model. anyone with enough funding can write software to originate loans and buy growth. the problem is they still have to rely on expensive warehouse lines of credit to fund those loans and then deal with weeks of settlement delays to sell them on the secondary market. all those layers of middlemen eat the margins which is why they are burning tens of millions in cash just to push volume. reason they are growing 100% YoY is because they were literally about to die and coming off a really low base and decided to slap AI on their product lol $FIGR is fundamentally different because they are a blockchain company reinventing the entire backend infrastructure. every loan they originate is minted directly on the provenance blockchain. by putting the asset on a distributed ledger they completely eliminate the need for third party custodians trustees and title intermediaries. settlement happens instantly. that backend is incredibly hard to replicate. you cannot just sign a partnership and spin that up. it takes years to build the infrastructure get the regulatory approvals and actually convince massive institutional buyers to transact on a blockchain ledger. on top of that infrastructure moat they built figure connect which is a marketplace that routes loans directly from originators to capital market buyers. and now they are taking it a step further by tapping into defi liquidity pools to fund loans. one is burning cash to acquire customers on an outdated system and the other actually fixed the plumbing to change the unit economics of entire asset classes

@WazzCrypto @SecKennedy @MartinShkreli How so?

@SecKennedy This is like a 9/11 for @MartinShkreli

Today, we took long-overdue action to restore science, accountability, and the rule of law. In September 2023, the Biden FDA pushed a number of peptides into Category 2 — “Bulk Drug Substances that Raise Significant Safety Risks” — driving a dangerous black market that puts Americans at risk. Now, after nominators withdrew 12 peptides, the FDA will remove them from Category 2 and will bring them to PCAC at its next two meetings, beginning in July—where independent experts will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence. • BPC-157 • Thymosin beta-4 fragment (LKKTETQ) • Epitalon • GHK-Cu (injectable) • MOTS-c • DSIP (Emideltide) • Dihexa Acetate • Ibutamoren Mesylate • Melanotan II • KPV • Semax (heptapeptide) • Cathelicidin LL-37 This action begins to restore regulated access and will immediately begin shifting demand away from the black market. We will follow the science, enforce the law, and deliver the clarity patients, providers, and pharmacies deserve.

@AustenJ248855 @CoinzSir @buccocapital He believes humans are distinctively different than ai and that agi has already been achieved by definition. People continue to redefine agi bc its provocative and good for advertising, thats about it

@TryAInvest @CoinzSir @buccocapital No I don't believe in AGI, but a lot of the tech CEOs do. I'm assuming Jensen does unless he says otherwise.

@AustenJ248855 @CoinzSir @buccocapital Lol youve been brainwashed by AGI doomerism so I cant help you

@TryAInvest @CoinzSir @buccocapital If you think we'll reach AGI then what matters is who gets to AGI first. Not who controls the semiconductor stack.

@TylerDurdenThe @dwarkesh_sp Wow you predicted this pretty well lol

@dwarkesh_sp I hope you did some research before the podcast, not like the underwhelming Elon piece where you didn't even try out the latest FSD or Robo taxi before the interview. You missed a lot of key points in that one, hope it's not the same case with this one.

Tomorrow

Wym the export controls aren't perfect? The export controls are you can sell zero chips to China. So while China lets American companies buy their solar, batteries, cars etc guess what it furthers? China's lead in those areas bc thats all going back into R&D, scale and lower costs. Also gatekeeping China entirely and not building off Nvidia stack means we don't control security risk outcomes, it's completely illogical

Jensen's point about tech stack lock-in is real but he's overestimating how much it matters for inference vs training The export controls aren't perfect but "let them buy H100s so they use our ecosystem" feels like optimizing for market share over actual security. If DeepSeek runs great on any hardware that's actually a win for open standards not Chinese lock-in

Distilled recap of the back-and-forth with Jensen on export controls: Dwarkesh: Wouldn’t selling Nvidia chips to China enable them to train models like Claude Mythos with cyber offensive capabilities that would be threats to American companies and national security? Jensen: First of all, Mythos was trained on fairly mundane capacity and a fairly mundane amount of it by an extraordinary company. The amount of capacity and the type of compute it was trained on is abundantly available in China. Dwarkesh: With that, could they eventually train a model like Mythos? Yes. But the question is, because we have more FLOPs, American labs are able to get to this level of capabilities first. Furthermore, even if they trained a model like this, the ability to deploy it at scale matters. If you had a cyber hacker, it's much more dangerous if they have a million of them versus a thousand of them. Jensen: Your premise is just wrong. The fact of the matter is their AI development is going just fine. The best AI researchers in the world, because they are limited in compute, also come up with extremely smart algorithms. DeepSeek is not an inconsequential advance. The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation. Dwarkesh: Currently, you can have a model like DeepSeek that can run on any accelerator if it's open source. Why would that stop being the case in the future? Jensen: Suppose it optimizes for Huawei. Suppose it optimizes for their architecture. It would put others at a disadvantage. As AI diffuses out into the rest of the world, their standards and their tech stack will become superior to ours because their models are open. Dwarkesh: Tesla sold extremely good electric vehicles to China for a long time. iPhones are sold in China. They didn't cause some lock-in. China will still make their version of EVs, and they're dominating, or smartphones, they're dominating. Jensen: We are not a car. The fact that I can buy this car brand one day and use another car brand another day is easy. Computing is not like that. There's a reason why x86 still exists. There's a reason why Arm is so sticky. These ecosystems are hard to replace. Dwarkesh: It's just hard to imagine that there's a long-term lock-in to the Chinese ecosystem, even if they have this slightly better open-source model for a while. American labs port across accelerators constantly. Anthropic's models are run on GPUs, they're run on Trainium, they're run on TPUs. There are so many things you can do, from distilling to a model that's well fit for your chips. Jensen: China is the largest contributor to open source software in the world. China's the largest contributor to open models in the world. Today it's built on the American tech stack, Nvidia’s. Fact. All five layers of the tech stack for AI are important. The United States ought to go win all five of them. in a few years time, I'm making you the prediction that when we want American technology to be diffused around the world—out to India, out to the Middle East, out to Africa, out to Southeast Asia—on that day, I will tell you exactly about today's conversation, about how your policy ... caused the United States to concede the second largest market in the world for no good reason at all.

@imjmcinnis @sjgadler Jensen is completely right. That's like saying if Apple ships 1 iPhone into China that's the equivalence of enriching uranium and giving it to them. That's completely illogical & talking in absolutes/linear outcomes... exactly what Jensen says himself

@sjgadler man, *that* is the answer he prepped? that's the best he can do?

Dwarkesh: Why would we want to sell China the materials for a serious cyberweapon? It's like selling them nukes with a casing that says 'made by Boeing' and claiming that's good for the US Jensen: Comparing AI to nukes is lunacy. Enriched uranium is a lousy analogy. It's an illogical analogy. What we have to recognize is that AI is a five-layered cake.

@HughLouisDewey @scott73187192 @JoeCassandra @Geiger_Capital Can't read, can't comprehend, can't respond. Wants to tax people more with absolutely zero net benefit means you may need a POA

@TryAInvest @scott73187192 @JoeCassandra @Geiger_Capital That’s all very interesting. You’re still wrong

The top 1% of New Yorkers already pay for 46% of all income taxes collected... The bottom 50%, pay absolutely nothing.

Ohhhh social security, the program that they're saying will be gone by the time I'm in retirement? Or at best the benefit cut to 80%. Which btw deletes most of your paycheck only to give you a horrible return if you live long enough to receive it. Oh and it's taxed as income even though it's just a redistribution of the money you lent the government. Also, the federal government can run a deficit & print money yet after doing so AND taking record taxes government services are overwhelmingly worse now vs 20 yrs ago

@TryAInvest @scott73187192 @JoeCassandra @Geiger_Capital For every $100 the government spends, nearly half go to medicare, medicaid, or social security. Before you trot out how medicare/medicad are all fraud, almost 20% is social security alone. Only off by a factor of 40. Not bad!

This Jensen takeaway is fundamentally wrong in every way 1) Limiting US companies ability to sell into China to zero effectively advocating for the same deterrence policies China could do with critical minerals so NOBODY makes chips anymore, horrible 2) China allows and many including Elon buys TONS of solar & battery storage from China. They have 90% market share in these key areas Jensen talks about. All that revenue gets recycled back into China to fund their R&D and further their lead. You want a real extremist example that could happen? They sanction us from all of that critical technology, also horrible 3) Locking them out of Nvidia's ecosystem is the worst possible thing you can do. If they build off of Nvidia tech, even if it's 3 generations older, means American chip infrastructure controls the security layer that is the most important thing in ensuring national security 4) The more doomerism you buy into the more it's obvious you are probably easily brainwashed into other extremism ideas/ideology... Like Jensen said, do you're research and don't be a disservice to American businesses $NVDA

@stockpickerspb @scaling01 Right, its pure narcissism. He never acknowledges anything jensen says in the interview and circles back to these extremist linear outcomes that make no sense

@scaling01 Yikes. Dwarkesh is giving me flashbacks to when I was 25 and thought I knew it all 😬

jensen is crashing out at around 1 hour 10 mins lmao

@ferventfinance @buccocapital They dont even need to, theyre sold out completely for years but the idea of not letting them sell anything into china is certainly brainwash

@buccocapital Someone really seems to want to sell more chips to China

@CoinzSir @buccocapital Clearly you weren't listening. Gatekeeping nvidia & other tech companies completely is the worst thing you can do We can only control cyber security scares if Chinese companies build off nvidia infrastructure, otherwise its controlled by Chinese chip companies

@buccocapital I gathered Jensen is willing to sacrifice national security for Nvidia’s financial gain and justify it as a net benefit to the greater AI ecosystem. Anything China develops that’s novel/proprietary they wont be sharing…

@glbeaty @buccocapital Nah he plays devils advocate to the craziest extreme... his answers are always but this and but that The end of the interview was really embarrassing for him tbh. He talks in absolutes... yes/no bad/good like a 5 y/o, clearly thats why jensen got impatient

@buccocapital Dwarkesh is the best podcaster for this reason, and it's not even close. Somehow he can put on a big smile and call Elon Musk out on some bullshit, without him just standing up and canceling the interview.

@scott73187192 @JoeCassandra @Geiger_Capital For every $100 the government spends $1 of that goes to the people and I may be too generous with 1%

@JoeCassandra @Geiger_Capital If the money is actually going toward helping the working class, then yes government can do things.

@JKeynesAlpha @zerohedge So we have to download 50 diff ticketing apps which will sell your data to china? No thanks They should be going after big tech, not a company with 2% operating margins

@zerohedge Live nation and Ticketmaster should be totally dismantled and shut down. The biggest scam on American consumers of the last 25 years.

*LIVE NATION ILLEGALLY MONOPOLIZED TICKETING MARKET, JURY FINDS *LIVE NATION JUDGE TO DECIDE LATER ON REMEDY, INCLUDING BREAKUP

@KyleHend1 @dom_lucre Libtards: Trump is Hitler and im terrified under his dictatorship #nokings Also liberals: You should be able to assault civilians with zero repercussions bc theyre #facist, free Palestine! Iran is a victim! Fucking retard 😂😂😂

🔥🚨JUST STOLE: Radical Muslim Streamer living in the U.S. Sneako just got sucker punched live on stream for his comments on the internet.

Right, there are plenty of counter points to that. Saying "trust the science" or "trust the expert" after the covid vaccine is completely insane As an analyst and some who admires the type of work Yann does, his hate of trump far exceeds his love for America & its exhausting to listen to at this point

@ylecun @pmddomingos Textbook projection. This is when a little rebalance to the privileged entitled consensus class feels like oppression. Agree on the visas but everything else is total crybaby bs.

And when Trump tries to combat this they scream that he’s politicizing science.

@butelectricity @reed @k_thos @MorePerfectUS It wont be lost overnight. People had the same argument with taxi drivers when Uber came out. With any new technology old jobs are disrupted but new ones are created

@TryAInvest @reed @k_thos @MorePerfectUS Yeah and it’s safer than human drivers meaning fewer people die with unfortunately means 1000s or potentially even millions of jobs will be lost in these industries. Is it really something we want to do?

NEW: If Waymo gets its way, 2 million workers will be out of work. When Waymo gets a firm hold on a city, wages go down. Some drivers now have to work 12 hours day, 7 days a week just to get by. This isn't inevitable — but Big Tech is spending millions to make you think it is.