JT
@lokoyacap
I invest in Global Technology across sectors and geographies.
It’s incredible how disconnected tech stocks are from fundamentals right now. We have way to go on EPS season and a tweet either way can change everything of course, but almost every widely held view in tech right now, across verticals, appears to be completely wrong. This is an…
Zuck strikes again
👀 Meta’s new chief AI scientist is @shengjia_zhao, who co-created ChatGPT and GPT-4 He’ll report to @alexandr_wang and lead future model development for all of Meta threads.com/@zuck/post/DMi…
We’re doing literal penny stocks at this point 😂 Cc @JaredKubin (Bloomberg) -- Shares of tiny Healthcare Triangle Inc. stood out as the most actively-traded name on US exchanges on Thursday, another example of how investor exuberance is fueling wild gyrations throughout the…
$ibm tonight 👀 “what we've seen over the last 4 months has made us optimistic that we are now in a rational regulation environment where M&A that makes sense will get approved in reasonable time frames”
Google is processing 980 trillion+ monthly tokens across our products and APIs (up from 480T in May) 🤯 No slowdown in sight, intelligence is everywhere.
Seems like big deal me thinks? ‘The AI Action Plan, which was released earlier Wednesday and includes dozens of recommendations for federal agencies, urges the FTC to review “investigations commenced under the previous administration to ensure that they do not advance theories…
Bloomberg now has discovered ‘gamma squeezes’ are a thing (yes they use quotes) 😂 Cc @JaredKubin
The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years
The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years
This is more important than people realize. More than I understood 1 week ago. AI agents are >incredibly< powerful, but they cannot be trusted, and that is by design. It is their crowning feature and bug. If you want to use AI agents, you need to 100% understand what data…
.@Box CEO @levie on why AI agents can't keep a secret. "The reason why you probably won't see a complete compression of software where it's just a an agent and a database is because there's a lot of logic in the workflow and in the the company's specific sort of business process…
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we are planning to significantly expand the ambitions of stargate past the $500 billion commitment we announced in january.
“Opendoor Just Made Up 10% of US Trading Volume” (today) Cc @JaredKubin
Now you know why $orcl soft pooh-pooh’d “Stargate” (the legal entity) on their last few CCs and why OAI hard pivoted to these massive deals w $orcl. They are executing
6/13: AI systems fabricate data when they fail. Everyone that has worked on ANY vibe coding platform, including Claude Code, knows this. It is a bug but also a feature. Without this, they can't solve problems. An AI on ANY platform when it hits roadblocks will generate…
An advanced version of Gemini with Deep Think has officially achieved gold medal-level performance at the International Mathematical Olympiad. 🥇 It solved 5️⃣ out of 6️⃣ exceptionally difficult problems, involving algebra, combinatorics, geometry and number theory. Here’s how 🧵
Banger SW quote of the month from @jasonlk on @HarryStebbings last week 😂 "The 'roll your own initiative' I think is the dumbest thing I've seen in SaaS in my career…there's so many charlatans on LinkedIn and X that are like 'Saas is dead because over the weekend I rolled by…
Happy Gilmore 2 premiere tonight in NYC. Almost showtime.