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@charleswangb Avatar @charleswangb Charles Wang

Charles Wang posts on X about tesla, jensen, $1t, open ai the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

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Followers: XXXXX #

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Social category influence stocks technology brands finance automotive brands

Social topic influence tesla #2138, jensen, $1t #19, open ai #2493, stocks, spacex, paradox, $1299hk, microsoft, empire

Top assets mentioned Tesla, Inc. (TSLA) Microsoft Corp. (MSFT)

Top Social Posts #

Top posts by engagements in the last XX hours

"We're seeing a pattern emerge. Leading anchors rise and lift entire sectors alongside them. Nvidia for chipsbringing compute and neocloud stocks up alongside its rise. Tesla for roboticsbringing robotics stocks up alongside its rise. SpaceX for space economybringing space economy stocks up alongside its rise. But what's the leading anchor for biotech Med Health The makers like Jensen and Elon in these fields are yet to come. ETFs like ARKG aren't agential drivers like Jensen and Elonthey're capital aggregators not reality shapers. The bio/med/health anchor is still waiting to be forged. When"
X Link @charleswangb 2025-10-20T18:52Z 1979 followers, XXX engagements

"AGI and ASI are now landed (grounded) in tasks a human with a computer can do as computer-use agents (CUA)subject to Moravec's paradox (hard things are easy for AI easy things are hard) which can be mitigated thru human-AI coop (HAC). Like I said HAC is the max affordance of universal Turing machines. Nothing goes beyond this theoretical and practical limit. Even a cosmos-sized computer wouldn't come remotely close to simulating what a single cell does. Different principles different worldsthough both share some homomorphisms. But structural homomorphism functional or organizational"
X Link @charleswangb 2025-10-19T00:04Z 1979 followers, XXX engagements

"BTW I completely agree with @karpathy that agent-based learning in closed environments with definite information like AlphaGo-Zero was a misstep in the history of AIa complete misunderstanding on the open-ended messy nature of the world"
X Link @charleswangb 2025-10-19T03:11Z 1979 followers, XX engagements

"This is the most important meta-pattern of our era for the coming decades. It made Microsoft an empire is making Nvidia one now and will build many more. Grok it and leverage it to the fullest: The Variant Perception: Compute Is the New Oil - The Variant Perception - Exponential Value Generators - Is Compute Insatiable - Universal Constructors: The Democratization Layer - The Nature of Capital - The Three Principles - The Ultimate Question: Is Compute the New Oil Original posts: XX mons ago"
X Link @charleswangb 2025-10-20T00:21Z 1979 followers, XXX engagements

"The "RL can solve anything if provided with data" approach is an effective engineering hack but doesn't address the deeper problemunderstanding the nature of reality and being in flow with it. This isn't merely a data or RL problem but an organic problem of inexhaustible unfolding enfolding and flow: there is no final knowledge only ever-receding horizons"
X Link @charleswangb 2025-10-19T03:07Z 1979 followers, XX engagements

"Based. Although programmers' output is well-structured by formal languagesideal for GenAI's homomorphic computingtheir design and thought processes are highly entropic formulating ill-defined problems into tractable solutions in ways that evade the contemporary computation stack"
X Link @charleswangb 2025-10-19T02:55Z 1980 followers, XXX engagements

"1.d explains my thesis on Nvidia and neoclouds. CoreWeave is positioned to become the $1T company that Nvidia will likely acquire or merge lateras a fully integrated AI Factories. At this stage Jensen acts as the ecosystemic orchestrator cultivating the neoclouds ecosystems resembling the railroad infrastructure buildout A thesis to be validated or invalidated"
X Link @charleswangb 2025-10-19T20:17Z 1979 followers, 1409 engagements

"If you look ahead X to XX months where AMD is now resembles where Tesla was at $210-240 before its breakout. I look at things in principled ways. Counterintuitive to many the #1 principle here: AMD grounds itself in reality by recognizing the problems to be solved and barriers to be removed. That's what I see mattering most from its OpenAI dealPMF doesn't come by itself but through sweating out the technical problems in deep collab with OpenAI. Mark this. PS: My objective is to understand how ecosystems are shaped and how emergent novelties unfold. NFA"
X Link @charleswangb 2025-10-20T20:16Z 1979 followers, XXX engagements

"Books can be written on this. For one: deeply entrenched interests and regulatory capture in the $5T healthcare segment will remain until new modes and means of bio and med breakthroughs render them irrelevantlike 4P medicine. Healthcare operates in slow dog mega cycles2 to X decades for a new paradigm to take hold. Biotech has been consolidating for X years since 2021. For tech X years is ancient history. For healthcare it's a rounding error. I'm betting massive compute liberates bio-med-health founders"
X Link @charleswangb 2025-10-20T20:28Z 1979 followers, XX engagements

"How motivated is OpenAI to make the deal fly A math: $200B free GPUs. $600B ie 3X revenue from compute. At 2/3 gross margin: $400B profit. Or OpenAI undercuts everyone with better pricing powered by essentially free infrastructure. If OpenAI IPOs today it crosses $1T just by making this deal work. @LisaSu Master class in motivation and collab"
X Link @charleswangb 2025-10-20T21:23Z 1979 followers, XXX engagements