would truly be a gift if the overspending on capex somehow aligns w/ a brief period where the ai advancements aren't as noticeable for couple years & we get pullback before re-acceleration of trends towards agiJust Another Pod Guy (@TMTLongShort):I talk a lot about the bull case re AI because I am fundamentally a maxi and recognize that Street has failed to frame the abstractions properly… mostly due to intellectual shortcomings around non-linearity.Let me play the bear for a second.Normally mgmt is incenti ...

RT Just Another Pod Guy (@TMTLongShort)I talk a lot about the bull case re AI because I am fundamentally a maxi and recognize that Street has failed to frame the abstractions properly… mostly due to intellectual shortcomings around non-linearity.Let me play the bear for a second.Normally mgmt is incentivized to take rational risks around ROIC and when the marginal capex doesn’t pencil you return it to shareholders.But what is different this time is the variance of return has gone up dramatically as you star ...

RT signüll (@signulll)being “busy” is usually a self own. you should have ~50% of your time completely unallocated to just think + be.the human mind needs that slack to absorb, integrate, & synthesize. i would never ponder anything meaningful if i didn’t have this.busy ppl optimize throughput. free ppl develop perspective. one compounds, the other plateaus. ...

RT Ansem (@blknoiz06)niggas just throw a bunch of buzzwords together & convince ppl they know what they're talking ab lmao ...

RT fitz ⨀ (@FitzYap)Industries & grifts that will prob be durable in a post AGI world:-wellness & life extension-entertainment-experiences/travel-handmade goods-art-food & bev-sports & rec lessons, especially those embedded in nature (skiing, surfing, scuba, sailing etc)-niche services for post-economic cohort (film/photog, make edits for them. Aura farming as a service)-drugs & conciousness expansion (think aesop coded ayahuasca retreat)-architecture, interior design, landscapinga lot of left leaning peopl ...

how is openai going to outspend google on capex?Flood (@ThinkingUSD):If OpenAI can’t raise the $100B is it just over? ...

no lolPumponomics (@ThePumponomics):@blknoiz06 I would def watch humans vs robots in sports.Imagine a robot throwing 140mph and Barry bonds trying to hit it ...

RT Deki (@DekiDima)@blknoiz06 sports and therapy – pure human grit and empathy win. ...

RT Dan (@DanSimerman)@blknoiz06 A smart friend once told me that humans become scarce in a world of AI and Robots perhaps we become valuable somehow through that scarcity. ...

RT KEMOSABE (@KEMOS4BE)@blknoiz06 swing a hammerdrink a whiskeythrow some claybuild a house ...