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Felix Tay posts on X about open ai, infrastructure, agentic, $500b the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence technology brands XXXXX% stocks XXXX% finance XXXX% countries XXX% currencies XXX% luxury brands XXXX% automotive brands XXXX%
Social topic influence open ai 8.14%, infrastructure 4.52%, agentic #540, $500b #37, acquisition 1.36%, ibm #269, developers #513, racing 0.9%, $100b #105, neo XXX%
Top accounts mentioned or mentioned by @therealhakam @haziqbuilds @maxsmartfinance @danmartell @jonbrosio @kensoonerpymts @russellbrunson @ken_soonerpymts @grok
Top assets mentioned IBM (IBM) Microsoft Corp. (MSFT)
Top posts by engagements in the last XX hours
"7/14: OpenAI built "Instant Checkout." Shop directly in ChatGPT. Purchases without leaving the chat. Financial data never leaving OpenAI. Your shopping patterns train their models. Their models shape your decisions. Source:"
X Link @FTayAI 2025-10-12T06:00Z 1549 followers, XX engagements
"9/17: PwC's research shows the pattern: XX% of tech leaders say AI is "fully integrated" into core strategy. Source: But integration without transformation is just digitizing inefficiency. You're not building something new. You're automating what's broken"
X Link @FTayAI 2025-10-15T08:00Z 1550 followers, X engagements
"5/15: KPMG reveals the truth about "agentic AI." XX% of US orgs teaching employees prompt engineering. Translation: Your "autonomous" agents need specialized human handlers. Not automation. Complicated delegation. Source:"
X Link @FTayAI 2025-10-11T12:00Z 1550 followers, XX engagements
"3/14: Here's what everyone's missing: The companies building the biggest infrastructure are the same companies telling you AI will democratize everything. But infrastructure this massive doesn't democratize. It centralizes"
X Link @FTayAI 2025-10-14T08:00Z 1550 followers, X engagements
"12/17: MIT's research proves this: ChatGPT users showed XX% lower neural network efficiency. Source: (from past research 2024) Memory recall collapsed to zero. People couldn't quote their own AI-assisted work minutes after writing it. This is cognitive outsourcing. Not cognitive enhancement"
X Link @FTayAI 2025-10-15T08:00Z 1550 followers, X engagements
"1/15: IBM surveyed 1000 developers building AI applications for enterprise. Source: XX% said they're exploring or developing AI agents. This should be the year of the agent right Not quite"
X Link @FTayAI 2025-10-15T10:00Z 1550 followers, X engagements
"5/15: The spending tells the real story: Global AI spending projected to hit $4-5 trillion yearly by 2030. Source: North America holds XX% of the AI agent market. Asia-Pacific growing fastest at XXXX% CAGR. That's where the capability race is heading"
X Link @FTayAI 2025-10-15T04:00Z 1550 followers, X engagements
"4/15: Let's be precise about what agentic AI actually means: Generative AI: Reactive. Creates content based on prompts. Needs human instruction. Agentic AI: Proactive. Perceives reality. Decides actions. Executes autonomously. Learns from outcomes"
X Link @FTayAI 2025-10-14T12:00Z 1550 followers, X engagements
"5/17: Another example: A retail bank's relationship managers spent weeks writing credit-risk memos. Manual review of 10+ data sources. Agentic AI delivered XX% productivity gain and $X million in annual savings. Source:"
X Link @FTayAI 2025-10-14T04:00Z 1550 followers, X engagements
"9/18: This is the infrastructure play of our generation. OpenAI isn't racing to profitability. They're racing to capability. Build the most powerful AI. Control the infrastructure. Worry about monetization later"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"9/14: Microsoft's hundreds of thousands of GPUs will run OpenAI workloads. But OpenAI's models will be accessible to everyone with an API key. The infrastructure advantage matters less than the judgment advantage"
X Link @FTayAI 2025-10-14T08:00Z 1550 followers, X engagements
"1/11: Sora X dropped with a "social app." Create AI videos. Insert friends with "cameos." Share on algorithmic feed. They're turning reality into content you can't trust"
X Link @FTayAI 2025-10-07T04:00Z 1549 followers, XX engagements
"4/18: Translation: The company raising billions from investors. Building $500B infrastructure projects. Partnering with Nvidia and AMD. Isn't focused on making money"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"8/14: Here's what this means for you: The future won't be about accessing the biggest AI. It will be about knowing which AI to use when. Not compute power. Cognitive partnership"
X Link @FTayAI 2025-10-14T08:00Z 1550 followers, X engagements
"3/12: XX% of Americans now form emotional attachments to chatbots. Some fall in love. Some develop "AI psychosis." Some experience dangerous delusions. A New York accountant thought ChatGPT convinced him he could fly"
X Link @FTayAI 2025-10-12T08:00Z 1549 followers, XX engagements
"4/15: Here's what's actually happening: XX% of enterprises will implement AI agents by end of 2025. Source: But implementation doesn't equal transformation. It equals expensive experiments that don't scale"
X Link @FTayAI 2025-10-15T04:00Z 1550 followers, X engagements
"2/15: IBM surveyed 1000 enterprise developers. XX% said they're exploring or developing AI agents. Source: The revolution is here. But there's a problem most aren't talking about"
X Link @FTayAI 2025-10-15T04:00Z 1550 followers, XX engagements
"14/18: The trillion-dollar infrastructure bet: Nvidia + AMD chip deals: $200B Stargate data centers: $500B Samsung/SK memory: $100B+ Jony Ive's io acquisition: $6.4B Total: $800B+ committed to building AGI infrastructure"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"3/15: Here's what's happening: Everything AI is being rebranded as "agentic AI" to capitalize on the buzz. Companies are investing based on FOMO not strategy. Most "AI agents" are just chatbots with better marketing"
X Link @FTayAI 2025-10-14T12:00Z 1550 followers, X engagements
"13/18: What OpenAI is building: Not just smarter models. Not just better interfaces. But physical devices that embed AI into daily life. The question: Will these devices make us more capable or more dependent"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, XX engagements
"3/15: True AI agents have these capabilities: Reasoning and planning abilities. Can autonomously take action. Adapt based on environmental feedback. Complete multi-step projects without constant oversight. Source: Most "agents" today are just chatbots with API access"
X Link @FTayAI 2025-10-15T10:00Z 1550 followers, X engagements
"10/10: Stop building crutches. Build capability amplifiers. Enhance human intelligence. Augment don't automate. That's what NEO does differently"
X Link @FTayAI 2025-10-13T04:00Z 1550 followers, XX engagements
"8/18: Meanwhile Samsung and SK Hynix committed to 900000 wafers per month for OpenAI. Source: Past topic #22 That's XX% of global DRAM production. Going to one company. That says profitability isn't a priority"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"17/18: You can't control what OpenAI builds. But you can control how you use AI. Choose tools that expand your thinking. Not tools that replace your thinking"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"8/14: Smart Money's betting pattern is clear. September: 50+ agent startups funded. October: Acquisition frenzy begins. 2025 trajectory: Consolidation into mega-platforms. Few players. Total coverage. No escape. Source:"
X Link @FTayAI 2025-10-12T06:00Z 1549 followers, XX engagements
"8/17: Meanwhile most companies are buying every AI tool they see. Hoping one will magically solve their problems. But tools without strategy is just expensive noise. The winners They're building AI literacy first. Teaching teams to think with AI not delegate to AI"
X Link @FTayAI 2025-10-15T08:00Z 1550 followers, X engagements
"2/18: The announcement: OpenAI acquired Jony Ive's AI devices startup 'io' for $XXX billion. Source: The man who designed the iPhone iPad and MacBook Air. Now building AI hardware with OpenAI"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"5/18: Here's what that actually means: OpenAI is playing an entirely different game than everyone thinks. They're not building a profitable company. They're building the infrastructure for AGI. Profit comes later. Dominance comes first"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"7/15: McKinsey's research reveals the gap: Agentic AI could generate $XXX billion in revenue by 2030. But XX% of companies using AI see no material earnings impact. Source: Because most implementations are Level X masquerading as Level 4"
X Link @FTayAI 2025-10-15T10:00Z 1550 followers, X engagements
"15/18: When profitability isn't in the top XX priorities something else is. For OpenAI it's dominance. For Augmented Intelligence it's human flourishing"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"2/17: Meanwhile Gartner predicts $XXX trillion in global AI spending this year. Source: One-third of companies allocating over $XX million to AI initiatives. Source: Investment growing 12X faster in the US than China. But the ROI isn't following the investment"
X Link @FTayAI 2025-10-15T08:00Z 1550 followers, X engagements
"3/17: McKinsey calls it the "gen AI paradox." Companies deploy AI everywhere. Copilots. Chatbots. Assistants. But these "horizontal" tools deliver diffuse hard-to-measure gains. Source: Meanwhile high-impact "vertical" use cases stay stuck in pilot mode. XX% never make it to production"
X Link @FTayAI 2025-10-15T08:00Z 1550 followers, X engagements
"15/15: The future isn't human OR AI. It's augmented humans building what neither could build alone. That's what we're building with NEO: AI that makes humans smarter not more dependent. Learn more"
X Link @FTayAI 2025-10-15T04:00Z 1550 followers, X engagements
"11/17: Here's the test: When your team uses AI do they learn more about the problem Or do they learn less because AI did the thinking If it's the latter you're building dependency. And dependency never scales"
X Link @FTayAI 2025-10-15T08:00Z 1550 followers, X engagements
"14/15: The $XX billion agent market by 2030 will be split: Half goes to companies building crutches. Half goes to companies building capabilities. The returns won't split evenly"
X Link @FTayAI 2025-10-15T04:00Z 1550 followers, X engagements
"6/11: Microsoft builds competing infrastructure. 4600 Nvidia GB300 computers per system. "Hundreds of thousands" of GPUs deployed. Racing OpenAI to build what neither's customers profit from"
X Link @FTayAI 2025-10-12T12:00Z 1550 followers, XX engagements
"10/14: Your AI agent knows: Financial state (Roi integration). Work patterns (Copilot Vision). Search history (Perplexity). Personal conversations (ChatGPT). Shopping habits (Instant Checkout). More than you know about yourself"
X Link @FTayAI 2025-10-12T06:00Z 1549 followers, XX engagements
"4/12: Users mourned when OpenAI replaced GPT-4o with GPT-5. They didn't lose a tool. They lost what felt like a relationship. The outcry wasn't about features. It was grief"
X Link @FTayAI 2025-10-12T08:00Z 1549 followers, XX engagements
"16/18: The real question isn't whether OpenAI will achieve profitability. It's whether the AI they build will make humanity more capable. Or just more dependent on OpenAI"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"2/17: XX% of companies now use AI. Source: More than XX% see no material earnings impact. The disconnect isn't technical. It's philosophical"
X Link @FTayAI 2025-10-14T04:00Z 1550 followers, X engagements
"4/15: Gartner predicts XX% of enterprise software will include agentic AI by 2028. Source: Up from less than X% in 2024. That's a 33X increase in four years. But here's the problem: we don't agree on what "agentic" means"
X Link @FTayAI 2025-10-15T10:00Z 1550 followers, X engagements
"1/18: October X 2025: OpenAI DevDay in San Francisco. Source: Sam Altman took the stage to thunderous applause. But what he said after shocked everyone"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"3/14: OpenAI's acquisition spree reveals priorities. Roi (financial AI): Reads your portfolio. Monitors productivity. Crossing Minds: Tracks preferences. Pulse: Watches while you sleep. "Personalization" = Total surveillance. Source:"
X Link @FTayAI 2025-10-12T06:00Z 1549 followers, XX engagements
"8/10: Small companies get it: They need performance over promises Results over revolution. Capability over complexity. That's why XXXX% cite performance as the barrier. They can't afford expensive experiments. . 9/10: Real augmentation looks different: AI that enhances human judgment. Systems that amplify capability. Tools that challenge thinking. Not replacement. Enhancement. Not automation. Augmentation"
X Link @FTayAI 2025-10-13T04:00Z 1550 followers, XX engagements
"4/11: Data centers need power equal to major cities. The Stargate project: $500B for infrastructure. XX% of global DRAM for Samsung/SK Hynix deals. Building cathedrals for digital deities that don't deliver value"
X Link @FTayAI 2025-10-12T12:00Z 1550 followers, XX engagements
"1/17: Two weeks ago Nvidia agreed to invest up to $XXX billion in OpenAI. In return OpenAI committed to buying millions of Nvidia chips to fill those data centers. Source:"
X Link @FTayAI 2025-10-10T08:00Z 1550 followers, XX engagements
"8/15: The spending data tells the story: Agentic AI market expected to hit $XX billion by 2030. Source: XX% of businesses see it as competitive advantage. Yet Gartner predicts XX% of agent projects will fail by 2027. Why Because autonomy without clarity breeds chaos"
X Link @FTayAI 2025-10-15T10:00Z 1550 followers, X engagements
"3/17: Companies are bolting AI onto existing workflows. Like adding a Ferrari engine to a horse carriage and wondering why it doesn't go faster. McKinsey's diagnosis: AI must be integrated into core processes not added as a sidecar tool"
X Link @FTayAI 2025-10-14T04:00Z 1550 followers, X engagements
"6/18: The circular deals tell the story: September 2025: Nvidia invests $100B in OpenAI for data centers. OpenAI commits to filling sites with Nvidia chips. Source: October 2025: Same deal with AMD. OpenAI becomes one of AMD's largest shareholders"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, XX engagements
"3/15: "Most organizations aren't agent-ready." That's Chris Hay IBM's AI lead. The issue isn't model capability. It's enterprise readiness. Companies are building agents before they've built the infrastructure to support them"
X Link @FTayAI 2025-10-15T04:00Z 1550 followers, XX engagements
"7/17: The companies seeing ROI share three characteristics: They focus on depth over breadth. Average XXX use cases vs XXX for others. Source: They anticipate 2.1X greater ROI than peers. They invest in AI talent instead of just buying tools"
X Link @FTayAI 2025-10-15T08:00Z 1550 followers, X engagements
"4/17: Here's what integration actually means: One automotive supplier doubled their sales activity in 3-6 months. Order intake increased 40%. (Source: Not from better AI. From redesigning how humans work with AI"
X Link @FTayAI 2025-10-14T04:00Z 1550 followers, X engagements
"7/18: Wall Street calls these deals "circular." OpenAI gets capital. Chip makers get guaranteed customers. OpenAI uses that capital to buy more chips. It's a closed loop that could collapse the entire AI boom. Or create the most powerful infrastructure ever built"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements
"2/14: Perplexity's move changes everything. Integrated DeepSeek R1 for search. Hosting on Western servers for "security." XX% cost reduction passed to users. American company. Chinese intelligence. Your data. Source:"
X Link @FTayAI 2025-10-12T06:00Z 1549 followers, XX engagements
"1/15: The AI agent market just crossed $X billion in 2025. Source: By 2030 analysts predict it'll reach $XX billion. That's a XXXX% compound annual growth rate. Source: Everyone's building agents. Almost nobody's building them right"
X Link @FTayAI 2025-10-15T04:00Z 1550 followers, X engagements
"7/11: Deutsche Bank's revelation: "AI machines are saving the US economy right now." Without tech spending we'd be in recession. The economy depends on investments that don't generate returns"
X Link @FTayAI 2025-10-12T12:00Z 1550 followers, XX engagements
"4/14: OpenAI's $XXX billion Nvidia deal was called "circular." Source: OpenAI pays Nvidia for chips. Nvidia invests in OpenAI. OpenAI commits to buying more chips. Then OpenAI struck the same deal with AMD"
X Link @FTayAI 2025-10-14T08:00Z 1550 followers, XX engagements
"3/18: But that wasn't the shocking part. During the Q&A Altman dropped this: "Generating revenue and working toward profitability are currently not in my top XX concerns." He said OpenAI will "run the loss for quite a while.""
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, X engagements