#  @BhimsenIntelect Bhimsen Intellect Bhimsen Intellect posts on X about $goog, ai, $googl, open ai the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1577118358042185728/interactions)  - [--] Week [-----] +92% - [--] Month [------] +227% - [--] Months [------] +1,516% ### Mentions: [--] [#](/creator/twitter::1577118358042185728/posts_active)  - [--] Week [--] -13% - [--] Month [---] +106% - [--] Months [---] +967% ### Followers: [-------] [#](/creator/twitter::1577118358042185728/followers)  - [--] Month [--] no change - [--] Months [--] -80% ### CreatorRank: [---------] [#](/creator/twitter::1577118358042185728/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [social networks](/list/social-networks) [countries](/list/countries) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [celebrities](/list/celebrities) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) **Social topic influence** [$goog](/topic/$goog) #167, [ai](/topic/ai), [$googl](/topic/$googl), [open ai](/topic/open-ai), [$openai](/topic/$openai) #2, [$nflx](/topic/$nflx), [$amzn](/topic/$amzn) #999, [in the](/topic/in-the), [$adbe](/topic/$adbe), [meta](/topic/meta) **Top accounts mentioned or mentioned by** [@googledeepmind](/creator/undefined) [@geminiapp](/creator/undefined) [@youtube](/creator/undefined) [@demishassabis](/creator/undefined) [@googlephotos](/creator/undefined) [@grok](/creator/undefined) [@vanguardgroup](/creator/undefined) [@financialjuice](/creator/undefined) [@google](/creator/undefined) [@mcgregorrousey](/creator/undefined) [@joshwoodward](/creator/undefined) [@chatgpt21](/creator/undefined) [@agpambondi](/creator/undefined) [@googlecloud](/creator/undefined) [@oracle](/creator/undefined) [@airtelindia](/creator/undefined) [@pewdiepie](/creator/undefined) [@unusualwhales](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@manusai](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Netflix Inc (NFLX)](/topic/$nflx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Adobe, Inc. (ADBE)](/topic/$adbe) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin (BTC)](/topic/bitcoin) [Mastercard, Inc. (MA)](/topic/$ma) [Duolingo, Inc. (DUOL)](/topic/$duol) [Oracle Corporation (ORCL)](/topic/$orcl) ### Top Social Posts Top posts by engagements in the last [--] hours "@financialjuice That's only because Studio Pierrot has acquired the exclusive rights to animating this fiasco as an anime hence the gag order" [X Link](https://x.com/BhimsenIntelect/status/1583593967639482368) 2022-10-21T22:59Z [--] followers, [--] engagements "@financialjuice In the anime : USD : Omaewa mo shindeiru JPY : Nani USD : Za warudo" [X Link](https://x.com/BhimsenIntelect/status/1583594457190273025) 2022-10-21T23:01Z [--] followers, [--] engagements "$INTC has a P/E ratio of [-----] 😂 $MSFT has a P/E ratio of [-----] $GOOG has a P/E ratio of [-----] "Efficient Market Hypothesis". Wall street is full of geniuses. #stock #market #trash #wallstreet #fed" [X Link](https://x.com/BhimsenIntelect/status/1658921771360452608) 2023-05-17T19:45Z [--] followers, [--] engagements "$GOOG and $MSFT should settle their AI wars in the Power Slap League. They could call it 'ChamaatGPT' #google #microsoft #goog #msft #ChatGPT #Bard #PowerSlap2 #danawhite #isasnake #ai" [X Link](https://x.com/BhimsenIntelect/status/1660872410294530053) 2023-05-23T04:56Z [--] followers, [---] engagements "Did $NVDA absorb a lot of the money on the sidelines Will we get lesser of the soul-cringing "I have so much capital/dry powder ready to deploy bro" now #nvda #nvidia #drypowder #capital #tothemoon #stock #market #earnings" [X Link](https://x.com/BhimsenIntelect/status/1661639746156900352) 2023-05-25T07:46Z [--] followers, [--] engagements "@McGregorRousey Fake made-up beef desperately fanned by Dana white It has to be organic like Conor v Khabib otherwise fans can see through the charade. Even Covington v Masvidal didn't cut it because there was no actual reason for Masvidal to be mad except being a blockhead this is just BS" [X Link](https://x.com/BhimsenIntelect/status/1678264957035749377) 2023-07-10T04:50Z [--] followers, [--] engagements "Step [--] : Put attractive mediocre trash on pedestal Step [--] : Jerk off to Mediocre trash wait till he/she inevitably mouths asinine vapidity Step [--] : Cancel mediocre trash feel superior Step [--] : Find next mediocre trash for pedestal #genz #millennial #socialmedia #hasanabi" [X Link](https://x.com/BhimsenIntelect/status/1708984810004435336) 2023-10-02T23:18Z [--] followers, [---] engagements "Who would have thought that unemployed lazy midwits using low-effort AI to bait/farm both dimwits and [---] Iq chads was the actual Universal basic income. #PahalgamTerroristAttack #Pakistan #IndianArmy #Kashmir #IndiaPakistan" [X Link](https://x.com/BhimsenIntelect/status/1916734648811663546) 2025-04-28T06:02Z [--] followers, [---] engagements "Trump cabinet playbook: [--]. Come on TV while stupid [--]. Get asked any question [--]. Fail to understand question [--]. Say : reject premise/irrelevant/stupid question [--]. Say : Trump rocks Bidens fault #Maga #trump #jdvance #karolineleavitt #khamenei #rubio" [X Link](https://x.com/BhimsenIntelect/status/1937055644928090363) 2025-06-23T07:50Z [--] followers, [---] engagements "For all those who think musk or tesla is capable of launching an actual robotaxi I have the Tesla Vegas tunnel to sell you #musk #robotaxi #waymo #vegas" [X Link](https://x.com/BhimsenIntelect/status/1937056173691474081) 2025-06-23T07:52Z [--] followers, [--] engagements "Gemini [---] pro o3 Claude [--] Opus were unanimous in pouring cold water on the tall claims from #tesla fanboys about the #robotaxi launch today. Heres Claude 4s Deep Research on the topic and impact on #waymo : https://claude.ai/public/artifacts/52cd44ed-9419-4d22-94e8-f13c69137a59 https://claude.ai/public/artifacts/52cd44ed-9419-4d22-94e8-f13c69137a59" [X Link](https://x.com/BhimsenIntelect/status/1937260930611757254) 2025-06-23T21:26Z [--] followers, [---] engagements "When you book an Uber to go from point A to point B don't start walking from point A to point B to save time if you believe the Uber is coming. If you do plan for what you'll do in the Uber and at point B. If not walk. #asi #agi #claude #gemini" [X Link](https://x.com/BhimsenIntelect/status/1939778777518940485) 2025-06-30T20:11Z [--] followers, [--] engagements "@joshwoodward @GeminiApp I think I downloaded the wrong jujutsu kaisen @GeminiApp @GoogleDeepMind #gojo #sukuna #veo3 #gemini #jujutsukaisen" [X Link](https://x.com/BhimsenIntelect/status/1940766202311422134) 2025-07-03T13:34Z [--] followers, [---] engagements "@chatgpt21 This is wrong. I used o3 recently and it was hot garbage compared to Claude and Gemini [---] pro" [X Link](https://x.com/BhimsenIntelect/status/1940850779985953177) 2025-07-03T19:10Z [--] followers, [--] engagements "For those hyping #Grok4s Leaked benchmarks remember when #Grok3 beat everyone too Youd be hard-pressed to find a single serious user outside of @grok is this true today. True improvements take time like #claude4" [X Link](https://x.com/BhimsenIntelect/status/1941287942892421555) 2025-07-05T00:08Z [--] followers, [---] engagements "Tried [--] prompts till now and it seems like #grok4 actually has improved by leaps and bounds in reality as well. Its output is actually very close to #claude4 sometimes even better. Looks like #xAI got access to some high quality training data like #Anthropic. *Eats crow* For those hyping #Grok4s Leaked benchmarks remember when #Grok3 beat everyone too Youd be hard-pressed to find a single serious user outside of @grok is this true today. True improvements take time like #claude4 For those hyping #Grok4s Leaked benchmarks remember when #Grok3 beat everyone too Youd be hard-pressed to find a" [X Link](https://x.com/BhimsenIntelect/status/1943321536905253288) 2025-07-10T14:48Z [--] followers, [--] engagements "Wow looks like #gemini is in 3rd place now behind #claude and #grok4. They need to train on the same high quality data that #xAI swiped from #Anthropic s dumpster (The two generate the exact same sentences across sections). If xai trained on claudes responses though" [X Link](https://x.com/BhimsenIntelect/status/1943322888498745547) 2025-07-10T14:54Z [--] followers, [--] engagements "Shamelessness as a moat #xai #gemini #openai #claude https://t.co/mgLcutGsJI https://t.co/mgLcutGsJI" [X Link](https://x.com/BhimsenIntelect/status/1944760059063660804) 2025-07-14T14:05Z [--] followers, [--] engagements "@AGPamBondi An em-dash. She used ChatGPT for that sentence lol" [X Link](https://x.com/BhimsenIntelect/status/1946068428084973887) 2025-07-18T04:44Z [--] followers, [--] engagements "Tried Deep think and even the watered down version is [--] Really a bright spot in the world full of bad and negative news. Looks forward to the day when this is available generally abundantly and in gemini live @GeminiApp" [X Link](https://x.com/BhimsenIntelect/status/1951572112147448072) 2025-08-02T09:13Z [--] followers, [--] engagements "What happened to "people are not ready for the OpenAI OS model"" [X Link](https://x.com/BhimsenIntelect/status/1953313935379104097) 2025-08-07T04:35Z [--] followers, [--] engagements "@googlecloud @Oracle Funding Ellisons next divorce" [X Link](https://x.com/BhimsenIntelect/status/1956061760063996268) 2025-08-14T18:34Z [--] followers, [--] engagements "I sometimes wonder how investors get the courage to even invest in Indian companies like @airtelindia . [----] level IVR tree or a useless AI bot for customer service. Short this trash" [X Link](https://x.com/BhimsenIntelect/status/1979136154776547692) 2025-10-17T10:43Z [--] followers, [--] engagements "Even the supposedly big Indian companies are trash. SBI : Locks your account for transferring 50k via UPI HDFC : [--] weeks to update phone number after filling a paper form Bigbasket : Delivers half the stuff blocks account after complaint Airtel : already mentioned" [X Link](https://x.com/BhimsenIntelect/status/1979139000620257749) 2025-10-17T10:54Z [--] followers, [--] engagements "White donkeys swooning over absolute cunt dung beetle @pewdiepie doing beginner AI stuff in the age of LLMs because "sO InSpIRiNG" need to introspect on how "inspiring" his racism was as well" [X Link](https://x.com/BhimsenIntelect/status/1984908118644662672) 2025-11-02T08:59Z [--] followers, [--] engagements ""oh he ran over some people while drunk Look at how much he donates to cancer" "oh he stole everyone's data and tried to normalise the nazi salute Look at him advancing human civilization through space research"" [X Link](https://x.com/BhimsenIntelect/status/1984909076363710845) 2025-11-02T09:02Z [--] followers, [--] engagements "None of this is why bitcoin is crashing lol. Its crashing because Trump the major tailwind behind crypto (due to the crypto enabled scams he can enrich himself with) is in trouble. Hilarious that crypto bros are trying to mask this obvious reason with garbage explanations lol" [X Link](https://x.com/BhimsenIntelect/status/1990535224678384127) 2025-11-17T21:39Z [--] followers, [--] engagements "@unusual_whales Lol bro got smoked with his NVDA shorts and bet on - wait for it - PFE of all companies" [X Link](https://x.com/BhimsenIntelect/status/1991483256345358494) 2025-11-20T12:26Z [--] followers, [--] engagements "How the turntables now that BTC is on a downswing. Lets vaguely shitpost the way JoeSchmoBTC did when it was on an upswing: If you dont get why Bitcoin is going to [--] youre ngmi. If you dont get why Bitcoin caused the downfall of America I have nothing to say to you" [X Link](https://x.com/BhimsenIntelect/status/1991860406613409914) 2025-11-21T13:25Z [--] followers, [--] engagements "Weird thought - Petition to keep $Googl-ers poor or at least middle class so that we keep getting this quality of product. Hard to imagine all googlers have the academic motivation of Demis or Shane or Jeff to keep going despite [--] mil+ in the bank" [X Link](https://x.com/BhimsenIntelect/status/1992150288468496478) 2025-11-22T08:36Z [--] followers, [--] engagements "@SixSigmaCapital The Blood tears and anguished cries of the employees mainly. They aint got much else nobody knows of" [X Link](https://x.com/BhimsenIntelect/status/1994496139182453142) 2025-11-28T19:58Z [--] followers, [---] engagements "Conspiracy theory take : $goog nerfed Gemini [---] so that Opus [---] could attract more users and Anthropic could have a successful IPO maximizing return on $googl s investment in Anthropic. It has to be rushed though $googl wont wait forever" [X Link](https://x.com/BhimsenIntelect/status/1996239617709019386) 2025-12-03T15:26Z [--] followers, [--] engagements "People praying for $ADBE and the like to come back havent yet realized that AI is coming for ALL routine work software but also the job wielding the software. So getting rid of photoshop PLUS employee in favor of Gemini pro is a huge win. Very bearish" [X Link](https://x.com/BhimsenIntelect/status/1996489791207252016) 2025-12-04T08:00Z [--] followers, [--] engagements "Kodaks revenues peaked just as digital cameras were entering the market in [----]. They were gone within years. Blockbuster hit peak revenue in [----] [--] years after Netflix was launched. Peak revenues arent a guarantee of non obsolescence. $ADBE" [X Link](https://x.com/BhimsenIntelect/status/1997356998422372568) 2025-12-06T17:26Z [--] followers, [--] engagements "Nano Banana was launched on August [--] [----]. $ADBE bulls declare victory over AI on earnings growth lasting [--] quarter despite AI. Kinda shows why they are $ADBE bulls. Dont forget to check the stock price probably doubled on this 10% beat. No Lmfao. Kodaks revenues peaked just as digital cameras were entering the market in [----]. They were gone within years. Blockbuster hit peak revenue in [----] [--] years after Netflix was launched. Peak revenues arent a guarantee of non obsolescence. $ADBE Kodaks revenues peaked just as digital cameras were entering the market in [----]. They were gone within" [X Link](https://x.com/BhimsenIntelect/status/1998885940987900153) 2025-12-10T22:42Z [--] followers, [---] engagements "Still holds. GPT [---] is just benchmaxxing to stop the hemorrhaging of users to $goog. Check it out on lmarena and compare with Gemini [--]. Remember : The slower you cook the tastier the dish. Already shows in Gemini [---] pro vs OpenAI o3. Watch out for Anthropics next. #gemini #openai #anthropic Remember : The slower you cook the tastier the dish. Already shows in Gemini [---] pro vs OpenAI o3. Watch out for Anthropics next. #gemini #openai #anthropic" [X Link](https://x.com/BhimsenIntelect/status/1999343383207379202) 2025-12-12T04:59Z [--] followers, [---] engagements "For example the beautiful wave simulator prompt OpenAI has on their announcement site: change the word wave to lava field and watch GPT 5.2-high botch it up and Gemini [---] succeed. $goog" [X Link](https://x.com/BhimsenIntelect/status/1999345629047456098) 2025-12-12T05:08Z [--] followers, [--] engagements "Prompt : (Changed wave to lava in OpenAIs own prompt). $goog" [X Link](https://x.com/BhimsenIntelect/status/1999347046474711064) 2025-12-12T05:14Z [--] followers, [--] engagements "I am really liking the generalist approach $goog is taking in increasing their LLMs intelligence through multi-modality. I believe this is already showing some early signs of benefit. I assume this will be more obvious in the upcoming Gemini versions. $goog" [X Link](https://x.com/BhimsenIntelect/status/1999347603629379953) 2025-12-12T05:16Z [--] followers, [--] engagements "This difference between Gemini and the other frontier models is palpable. To me talking to Gemini feels like talking to a generalist whos had [--] hours of sleep while talking to GPT-5.2 (and sometimes even Opus) seems like talking to a sleep deprived genius on Adderall. $googl" [X Link](https://x.com/BhimsenIntelect/status/1999348598325281074) 2025-12-12T05:20Z [--] followers, [--] engagements "$goog We live in unreal times. AI is a revolution in a lot of ways the culmination of Electricity and the Internet who walked so AI could run. Leaving this Guided learning generated by Gemini [--] flash here. $goog" [X Link](https://x.com/BhimsenIntelect/status/2001540653667541468) 2025-12-18T06:30Z [--] followers, [--] engagements "20 year olds larping as finance gurus enabled totally by fiscal.__AI__ and the first thought in their proto-prefrontal cortex is : Hmm this AI thing seems overhyped $goog $adbe" [X Link](https://x.com/BhimsenIntelect/status/2001699232596791359) 2025-12-18T17:01Z [--] followers, [---] engagements "Groq acqui-hire is bullish $goog bearish $nvda Reasons : [--]. Huge validation of TPUs. $NVDA paying 3x Groqs valuation shows TPUs are an existential level threat for NVDA. NVDA GPUs are clearly not generations ahead where it matters in [----] and beyond - inference" [X Link](https://x.com/BhimsenIntelect/status/2004329442878046348) 2025-12-25T23:12Z [--] followers, [--] engagements "$NVDA GPUs and Groq LPUs have divergent and widely different architectures. The latter doesnt work with CUDA and integrating it in will require significant time and effort well into [----] if not [----]. Devs will leave Cultures will clash. $goog will milk this uncertainty" [X Link](https://x.com/BhimsenIntelect/status/2004332213136171074) 2025-12-25T23:23Z [--] followers, [--] engagements "There is some chance that $nvda and $groq merge seamlessly but even in that case margins will come down due to competition from $goog TPUs. Bearish $nvda still. OTOH $goog hasnt priced in TPU legitimacy yet should be nowhere but up from here even in this case" [X Link](https://x.com/BhimsenIntelect/status/2004340403538145620) 2025-12-25T23:56Z [--] followers, [--] engagements "The rally in $goog will likely not happen till Jan 1st week though. Funds will keep taking profits to offset losses from $orcl to show a green balance sheet for this year but when the new money hits in Jan and the wash sale timer expires in 3rd week of Jan $goog should rise" [X Link](https://x.com/BhimsenIntelect/status/2004341195582197959) 2025-12-25T23:59Z [--] followers, [--] engagements "Thread : Groq realized their already high cost per LPU was about to become unsustainable for the foreseeable future because of the RAMAgeddon - huge memory shortage - because all memory foundries manufacture GPU/TPU style HBMs now and not LPU style SRAMs. $nvda $goog" [X Link](https://x.com/BhimsenIntelect/status/2004916223902187589) 2025-12-27T14:04Z [--] followers, [--] engagements "They realized they were about to go out of business with their [--] revenue and increasing costs because of the above. Groq investor/grifter/clown Chamath begged Trump and Trump beckoned Jensen and NVDA and Groq became husband and wife. Thats all there is to it. $nvda $goog" [X Link](https://x.com/BhimsenIntelect/status/2004916416475267581) 2025-12-27T14:04Z [--] followers, [--] engagements "Jonathan and the other founder became deservedly rich Chamath and Sunny undeservedly so. The ONLY thing material that has come out of this is that inference is going to be king and TPUs are the best cost/memory/speed optimized middle ground between GPUs and LPUs $nvda $goog" [X Link](https://x.com/BhimsenIntelect/status/2004916536080040044) 2025-12-27T14:05Z [--] followers, [--] engagements "Accumulate $goog $googl as much right now while theyre keeping it pinned between 312-315. They need to take profits till new years to show a good balance sheet to offset $orcl losses. New year new money to invest. Also the wash sale timer will expire and they can re-buy $goog" [X Link](https://x.com/BhimsenIntelect/status/2004916852884209861) 2025-12-27T14:06Z [--] followers, [--] engagements "No matter which frontier lab you support you as a customer of them do NOT want one of them pulling away into a monopoly. Gemini seems to throttle its image tool calling performance at will because #Claude isnt that great at images. Back to rooting for #ChatGPT a bit. $goog" [X Link](https://x.com/BhimsenIntelect/status/2005708418682872322) 2025-12-29T18:32Z [--] followers, [---] engagements "Humanity should collectively pause/ban useless crypto related mining crypto HW wallets etc. to accelerate AI. Also there is so much hardware slop like smart fridges eliminating which would ease bottlenecks and speed up AI (and hence science). $goog $btc $eth" [X Link](https://x.com/BhimsenIntelect/status/2005743995440488611) 2025-12-29T20:53Z [--] followers, [---] engagements "After a long time - upcoming tech is exciting again : whether its the next LLM model or AR/XR + AI glasses or a robot or an AI discovered drug. Hopefully weve moved on from upcoming tech being the next foldable/transparent/thinner/specsmaxxed phone or tablet. $goog $lly" [X Link](https://x.com/BhimsenIntelect/status/2005752897045516798) 2025-12-29T21:28Z [--] followers, [--] engagements "Capability overhang is me so smart speak for hidden potential. It was coined by Kevin Scott from $msft. The enigma of success in an industry where fungible phrases have lots of franchise value as Satya Nadella would put it. $meta Excited to announce that @ManusAI has joined Meta to help us build amazing AI products The Manus team in Singapore are world class at exploring the capability overhang of todays models to scaffold powerful agents. Looking forward to working with you @Red_Xiao_ Excited to announce that @ManusAI has joined Meta to help us build amazing AI products The Manus team in" [X Link](https://x.com/BhimsenIntelect/status/2005780078257660351) 2025-12-29T23:16Z [--] followers, [---] engagements "The gains that USA had built up in the last few decades (great higher education/research abundant VC money) are allowing it to maintain some lead despite the garbage govt. policy (crypto heavy immigration & export controls funding cuts) - but thatll end soon. $goog $meta" [X Link](https://x.com/BhimsenIntelect/status/2006056563174244489) 2025-12-30T17:35Z [--] followers, [--] engagements "Freedom from Fake Punditry (including this account) : Mute "unpopular opinion" "hot take" "huge if true" "thread🧵" "drop a like" "retweet if" "agreed" "check the comments""SHOCKING" "Woke" "Grifter payout few understand this Few" [X Link](https://x.com/BhimsenIntelect/status/2008524752814829922) 2026-01-06T13:03Z [--] followers, [--] engagements "Rage Bait protection starter pack. Mute these: "Agree" "Thoughts" "Let that sink in" "I can't believe" "Unpopular opinion" "Hot take" "Spicy take" "Change my mind" "Prove me wrong" "Quote tweet " "Ratio" "Imagine thinking" "The worst" "Red flag" "Toxic" Few" [X Link](https://x.com/BhimsenIntelect/status/2008526916924699053) 2026-01-06T13:11Z [--] followers, [--] engagements "Even the highest opinion here is just from a hormonal human baiting you through some side effect of your own hormones - rage FOMO fear pity etc. Even this one. Cancel that Sloptainment-as-a-service subscription today (youre paying with your time) by muting. Rage Bait protection starter pack. Mute these: "Agree" "Thoughts" "Let that sink in" "I can't believe" "Unpopular opinion" "Hot take" "Spicy take" "Change my mind" "Prove me wrong" "Quote tweet " "Ratio" "Imagine thinking" "The worst" "Red flag" "Toxic" Few. Rage Bait protection starter pack. Mute these: "Agree" "Thoughts" "Let that sink" [X Link](https://x.com/BhimsenIntelect/status/2008532865412399484) 2026-01-06T13:35Z [--] followers, [--] engagements "The AI wars will also be about which labs researchers are the least burnt out. Possibly degenerates into a war of attrition between AI labs. The lab staffed with the most the least stressed most intellectually aligned and youngest might win. $goog $openai" [X Link](https://x.com/BhimsenIntelect/status/2008852696653316503) 2026-01-07T10:46Z [--] followers, [--] engagements "Hope some PM/VP at @YouTube @GoogleDeepMind Is looking at Project Ava by Razer. Could be a goldmine for $goog @Google to monetize parasocial relationships on YouTube by allowing selling holographic moments or offering lifelike Project Starline access to creators for fans" [X Link](https://x.com/BhimsenIntelect/status/2008860391452065797) 2026-01-07T11:16Z [--] followers, [--] engagements "Google Beam/Project Starline should be miniaturized and made much cheaper (instead of just for the enterprise) and integrated with Generative video. People will like a 1:1 dialog with their favorite creator/celebrity if the product does feel immersive and real. $goog Hope some PM/VP at @YouTube @GoogleDeepMind Is looking at Project Ava by Razer. Could be a goldmine for $goog @Google to monetize parasocial relationships on YouTube by allowing selling holographic moments or offering lifelike Project Starline access to creators for fans. Hope some PM/VP at @YouTube @GoogleDeepMind Is looking at" [X Link](https://x.com/BhimsenIntelect/status/2008865444434956732) 2026-01-07T11:36Z [--] followers, [--] engagements "YouTube will not just remain a video platform but as Gemini puts it - become a parasocial relationship engine lol Kinda stretching it too much but i can see it $goog Google Beam/Project Starline should be miniaturized and made much cheaper (instead of just for the enterprise) and integrated with Generative video. People will like a 1:1 dialog with their favorite creator/celebrity if the product does feel immersive and real. $goog Google Beam/Project Starline should be miniaturized and made much cheaper (instead of just for the enterprise) and integrated with Generative video. People will like" [X Link](https://x.com/BhimsenIntelect/status/2008867153228054780) 2026-01-07T11:43Z [--] followers, [---] engagements "Might serve as a shot in the arm for the Banner blindness ad-problem with GenZ+. Generative Ads using the content creators likeness to harness the premium they command over the ad-watcher in parasocial relationship should be another goldmine for @YouTube And $goog. YouTube will not just remain a video platform but as Gemini puts it - become a parasocial relationship engine lol Kinda stretching it too much but i can see it $goog YouTube will not just remain a video platform but as Gemini puts it - become a parasocial relationship engine lol Kinda stretching it too much but i can see it $goog" [X Link](https://x.com/BhimsenIntelect/status/2008869541582098503) 2026-01-07T11:53Z [--] followers, [---] engagements "Lets say youre in a parasocial relationship with X. You see a generated ad on @YouTube showing X subtly enjoying a McDonalds burger with coke in the perfectly curated context (relatable aspirational apartment relatable EoD hunger/thirst etc.) - should be effective. $goog Might serve as a shot in the arm for the Banner blindness ad-problem with GenZ+. Generative Ads using the content creators likeness to harness the premium they command over the ad-watcher in parasocial relationship should be another goldmine for @YouTube And $goog. Might serve as a shot in the arm for the Banner blindness" [X Link](https://x.com/BhimsenIntelect/status/2008870983487369307) 2026-01-07T11:59Z [--] followers, [--] engagements "Fangirling over incredible engineering should be encouraged but people should research $asml headwinds (Sino-US geopolitical DUV competition EUV reluctance Canons NIL lithography) before drinking the kool-aid too much and declaring it a superior investment to the $goog" [X Link](https://x.com/BhimsenIntelect/status/2008925114663055516) 2026-01-07T15:34Z [--] followers, [---] engagements "Looks like the moat goat $asml isnt doing too well at 40p/e while the $goog is firing on all cylinders. Which is why you shouldnt overestimate the value of a moat however impregnable. Remember : Trees dont grow to the sky unless AGI. Fangirling over incredible engineering should be encouraged but people should research $asml headwinds (Sino-US geopolitical DUV competition EUV reluctance Canons NIL lithography) before drinking the kool-aid too much and declaring it a superior investment to the $goog Fangirling over incredible engineering should be encouraged but people should research $asml" [X Link](https://x.com/BhimsenIntelect/status/2009325320529432943) 2026-01-08T18:04Z [--] followers, [---] engagements "Heres some more comparative portfolio split opinions taking into account the geopolitical situations and stock prices as of today : $nvda vs. $goog : 30% nvda 70% goog $asml vs $goog : 0% asml 100% goog $tsmc vs $goog : 0% tsmc 100% goog Looks like the moat goat $asml isnt doing too well at 40p/e while the $goog is firing on all cylinders. Which is why you shouldnt overestimate the value of a moat however impregnable. Remember : Trees dont grow to the sky unless AGI. Looks like the moat goat $asml isnt doing too well at 40p/e while the $goog is firing on all cylinders. Which is why you" [X Link](https://x.com/BhimsenIntelect/status/2009326119565348914) 2026-01-08T18:07Z [--] followers, [---] engagements "The garbage bucket of stocks $ADBE $CRM $UBER $NFLX $SNAP sure isnt doing too well today lol" [X Link](https://x.com/BhimsenIntelect/status/2009707919978504618) 2026-01-09T19:24Z [--] followers, [---] engagements "Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized payment schemes - UPI PIX and even FedNow. Once volume goes so will their value added services" [X Link](https://x.com/BhimsenIntelect/status/2009898838258266446) 2026-01-10T08:03Z [--] followers, [---] engagements "The most brain dead take I've seen regarding the 10% threat is suggesting to buy the dips in $V and $MA because it's the banks that lend and suffer not these firms. You think the banks suffering will not impact rewards programs and the credit market size and hence $V or $MA Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized payment schemes - UPI PIX and even FedNow. Once volume goes so will their value added services. Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized" [X Link](https://x.com/BhimsenIntelect/status/2009907028064637336) 2026-01-10T08:35Z [--] followers, [--] engagements "This is why @GeminiApp and @GoogleDeepMind need to fix their app experience. Few bugs (thread) : [--]. Gemini browser : Expanded history slows main area loading drastically (new tab) [--]. Editing prompt in a chat doesnt allow for removing/editing images originally attached $goog There was a debate about whether customers will work within existing apps that will embed AI or will everything apps like chatbots be the place customers now go to for all work. IMO theres no competition here - the latter wins by a huge margin. $goog There was a debate about whether customers will work within existing apps" [X Link](https://x.com/BhimsenIntelect/status/2009936423093424173) 2026-01-10T10:32Z [--] followers, [--] engagements "@GeminiApp @GoogleDeepMind [--]. The canvas width is not increasable very easily and it spoils the experience. When someone produces an artifact or a deep research report they want to immerse themselves in the research report for a while so need a wider canvas not necessarily access to the prompt history" [X Link](https://x.com/BhimsenIntelect/status/2009939122350371248) 2026-01-10T10:43Z [--] followers, [--] engagements "@GeminiApp @GoogleDeepMind These experiences are all with Gemini Pro/Nano Banana pro where applicable to the model and not the UX" [X Link](https://x.com/BhimsenIntelect/status/2009940623248576932) 2026-01-10T10:49Z [--] followers, [--] engagements "Nobody wants to download a new app every few days for doing a new thing. Or switch between apps unless required. Nobody wants to learn arbitrary structures or information flows of different apps if they can just speak/type verbiage into a chatbot and be done with it. $goog" [X Link](https://x.com/BhimsenIntelect/status/2009945039653495066) 2026-01-10T11:06Z [--] followers, [--] engagements "Recently had this experience where I kept procrastinating a legal apps 5-6 step form fill with doc uploads till their firm gave me an option of just dumping stuff on a WhatsApp no. and I was done in seconds. Nobody wants to learn arbitrary structures and information. $goog" [X Link](https://x.com/BhimsenIntelect/status/2009945524141776899) 2026-01-10T11:08Z [--] followers, [--] engagements "@ManuInvests Or everyone will book rides using an everything app chatbot/assistant instead of opening up/updating Uber/Lyft etc. which will allow both Tesla and Google to prioritize their offerings over Uber" [X Link](https://x.com/BhimsenIntelect/status/2010107284941353433) 2026-01-10T21:51Z [--] followers, [---] engagements "@realroseceline Remember that at the time horizon youre looking at (5-10 years) Bill Ackman and his whole team together hold no prognostication advantage over you armed with a single frontier LLM" [X Link](https://x.com/BhimsenIntelect/status/2010109381489385542) 2026-01-10T21:59Z [--] followers, [--] engagements "In the last [--] hours it seems twitter AI gadflies and perpetually feeling the AGI types have turned on Claude Opus in favor of OpenAI codex. Which makes it doubly certain that Anthropic and Claude are doing better than ever. $goog" [X Link](https://x.com/BhimsenIntelect/status/2010441726817960020) 2026-01-11T20:00Z [--] followers, [--] engagements "Gemini will now power both Android and Apple assistants. Let the domination sink in. $goog s to lose. Ok Google book me a cab home - Goes through Gemini Hey Siri order a meal for 2- Goes through Gemini. Both everything apps go through Gemini. Imagine that" [X Link](https://x.com/BhimsenIntelect/status/2010756556925931977) 2026-01-12T16:51Z [--] followers, [--] engagements "@grok Arrange Musks whiny words in tweet below in the shape of a bikini. $goog $GOOGL - MUSK ON APPLE AND GOOGLE COLLABORATION: SEEMS LIKE AN UNREASONABLE CONCENTRATION OF POWER FOR GOOGLE GIVEN THAT THEY ALSO HAVE ANDROID AND CHROME $GOOGL - MUSK ON APPLE AND GOOGLE COLLABORATION: SEEMS LIKE AN UNREASONABLE CONCENTRATION OF POWER FOR GOOGLE GIVEN THAT THEY ALSO HAVE ANDROID AND CHROME" [X Link](https://x.com/BhimsenIntelect/status/2010800244951597348) 2026-01-12T19:45Z [--] followers, [--] engagements "Didnt think Id get to use this so soon. Apple-Google deal turns Richest man in the world into a baby on the bus $goog $GOOGL - MUSK ON APPLE AND GOOGLE COLLABORATION: SEEMS LIKE AN UNREASONABLE CONCENTRATION OF POWER FOR GOOGLE GIVEN THAT THEY ALSO HAVE ANDROID AND CHROME $GOOGL - MUSK ON APPLE AND GOOGLE COLLABORATION: SEEMS LIKE AN UNREASONABLE CONCENTRATION OF POWER FOR GOOGLE GIVEN THAT THEY ALSO HAVE ANDROID AND CHROME" [X Link](https://x.com/BhimsenIntelect/status/2010801891740172760) 2026-01-12T19:51Z [--] followers, [--] engagements "ADBE is cooked. $adbe $goog. $ADBE is not dying its already dead. Light from dead Adobe just hasnt reached Adobe bulls retina yet because light slows down immensely in super-dense mediums $ADBE is not dying its already dead. Light from dead Adobe just hasnt reached Adobe bulls retina yet because light slows down immensely in super-dense mediums" [X Link](https://x.com/BhimsenIntelect/status/2011177032806547729) 2026-01-13T20:42Z [--] followers, [---] engagements "$GOOG $ADBE "Photoshop is like Excel They will not switch" They say while pasting [--] different charts from instead of . excel. #deadobe. Common sense beats fundamental analysis. http://fiscal.ai http://fiscal.ai" [X Link](https://x.com/BhimsenIntelect/status/2011382889557217379) 2026-01-14T10:20Z [--] followers, [--] engagements "Photoshop wont even load before Nano Banana has already made [--] significant edits. Speaking into AI text box will beat learning arbitrary software any day. Thankfully our brains can move on to better things than worrying about [---] brushes and tools. $GOOG $ADBE #deadobe" [X Link](https://x.com/BhimsenIntelect/status/2011755669549171155) 2026-01-15T11:01Z [--] followers, [---] engagements "Photoshop/SaaS software and their interfaces are overhead. Learning them will soon be the equivalent of hand-writing XML and JSON. Nobody will want to do that in the face of a frictionless alternative like AI. $goog $adbe #deadobe Photoshop wont even load before Nano Banana has already made [--] significant edits. Speaking into AI text box will beat learning arbitrary software any day. Thankfully our brains can move on to better things than worrying about [---] brushes and tools. $GOOG $ADBE #deadobe Photoshop wont even load before Nano Banana has already made [--] significant edits. Speaking into" [X Link](https://x.com/BhimsenIntelect/status/2011758319346860156) 2026-01-15T11:12Z [--] followers, [--] engagements "It definitely has begun with Alphafold in [----]. Soon there will be very few researches not aided significantly by AI. The human element will keep decreasing or tending towards [--]. $goog Well enjoy the last few years before #ai starts winning all the @NobelPrize -s. #NobelPrize #AIfredNobel #AI #singularity Well enjoy the last few years before #ai starts winning all the @NobelPrize -s. #NobelPrize #AIfredNobel #AI #singularity" [X Link](https://x.com/BhimsenIntelect/status/2011870471294501141) 2026-01-15T18:37Z [--] followers, [--] engagements "$ADBE $CRM $UBER last few days : United States of CRASSH" [X Link](https://x.com/BhimsenIntelect/status/2011871422566818128) 2026-01-15T18:41Z [--] followers, [---] engagements "$ADBE is cooked. Little known fact Shantanu - Adobe CEO - is also on the board of directors of a stock that has perpetually been on decline (50%) since [----] : $PFE. $ADBE is not dying its already dead. Light from dead Adobe just hasnt reached Adobe bulls retina yet because light slows down immensely in super-dense mediums $ADBE is not dying its already dead. Light from dead Adobe just hasnt reached Adobe bulls retina yet because light slows down immensely in super-dense mediums" [X Link](https://x.com/BhimsenIntelect/status/2012197332494790810) 2026-01-16T16:16Z [--] followers, [---] engagements "Anything to prevent going public I guess. Either that or to improve finances prior to going public otherwise the investment bank taking it public will bleed from the eyes looking at the finances. $GOOG $OPENAI In the coming weeks we plan to start testing ads in ChatGPT free and Go tiers. Were sharing our principles early on how well approach adsguided by putting user trust and transparency first as we work to make AI accessible to everyone. What matters most: - Responses in https://t.co/3UQJsdriYR In the coming weeks we plan to start testing ads in ChatGPT free and Go tiers. Were sharing our" [X Link](https://x.com/BhimsenIntelect/status/2012244353583136806) 2026-01-16T19:23Z [--] followers, [--] engagements "Either way hope this goes better than the Browser launch. Or the Social Network launch. Or the Shopping launch. Or the Operator launch. $GOOG Anything to prevent going public I guess. Either that or to improve finances prior to going public otherwise the investment bank taking it public will bleed from the eyes looking at the finances. $GOOG $OPENAI Anything to prevent going public I guess. Either that or to improve finances prior to going public otherwise the investment bank taking it public will bleed from the eyes looking at the finances. $GOOG $OPENAI" [X Link](https://x.com/BhimsenIntelect/status/2012244742680301901) 2026-01-16T19:25Z [--] followers, [--] engagements "@DeepIceValue This clown was showing as muted in my search results for $goog. After seeing his ultra clownish takes have gotten worse he has been downgraded to Blocked. Goodbye clown" [X Link](https://x.com/BhimsenIntelect/status/2012627957702140043) 2026-01-17T20:47Z [--] followers, [--] engagements "As in humans having native vision improves baseline reasoning. But beyond that baseline level the surrounding reasoning logic in @GeminiApp @GoogleDeepMind s models seems to be lagging. Their vision boosted reasoning gives them a bump keeping them in the game. $goog" [X Link](https://x.com/BhimsenIntelect/status/2013566742627520918) 2026-01-20T10:58Z [--] followers, [---] engagements "Akin to System [--] and System [--]. I think @GeminiApp System [--] thinking is heavily boosted by the vision/video native capabilities. However its System [--] effortful thinking is lagging behind Claudes or OpenAIs. $goog As in humans having native vision improves baseline reasoning. But beyond that baseline level the surrounding reasoning logic in @GeminiApp @GoogleDeepMind s models seems to be lagging. Their vision boosted reasoning gives them a bump keeping them in the game. $goog As in humans having native vision improves baseline reasoning. But beyond that baseline level the surrounding reasoning" [X Link](https://x.com/BhimsenIntelect/status/2013567373182410912) 2026-01-20T11:00Z [--] followers, [--] engagements "The reasoning teams at $goog might be focusing on Ultras Deep think capability (System [--] ) and hence not improving the System [--] thinking of Pro. IMO Improving System [--] thinking in @GeminiApp Pro will seal the deal for Gemini over competitors. $goog @GoogleDeepMind Akin to System [--] and System [--]. I think @GeminiApp System [--] thinking is heavily boosted by the vision/video native capabilities. However its System [--] effortful thinking is lagging behind Claudes or OpenAIs. $goog Akin to System [--] and System [--]. I think @GeminiApp System [--] thinking is heavily boosted by the vision/video native" [X Link](https://x.com/BhimsenIntelect/status/2013568264409096383) 2026-01-20T11:04Z [--] followers, [--] engagements "Will be instructive to see what happens when continuous learning drops all shackles like per-user privacy and enterprise friendliness etc. to optimize for pure intelligence - like humans do but smartly. @GeminiApp @GoogleDeepMind please make Gemini-ghtmare mode happen $goog :)" [X Link](https://x.com/BhimsenIntelect/status/2013587865192800691) 2026-01-20T12:22Z [--] followers, [--] engagements "Claude is intelligent because its trained on data from a surface where humans show intelligence at scale and has easily available training data - Software engineering. @GoogleDeepMind @GeminiApp should also train on such surfaces as Gemini suggests : @demishassabis $goog" [X Link](https://x.com/BhimsenIntelect/status/2013724582897926254) 2026-01-20T21:25Z [--] followers, [---] engagements "Gleaning intelligence from footage - whether its sports driving crisis situations police records stock trading video games research artistry daily parenting or standup comedy/witty banter - as training data could make Gemini smarter. @GoogleDeepMind @GeminiApp $goog Claude is intelligent because its trained on data from a surface where humans show intelligence at scale and has easily available training data - Software engineering. @GoogleDeepMind @GeminiApp should also train on such surfaces as Gemini suggests : @demishassabis $goog https://t.co/FD0hMsTdZK Claude is intelligent because its" [X Link](https://x.com/BhimsenIntelect/status/2013726833704124779) 2026-01-20T21:34Z [--] followers, [---] engagements "Could be a data gleaning/labelling startup opportunity here as well. Very soon the models will figure out whats common between these seemingly disparate situations of intelligence and create abstract generalizable intelligence. @GeminiApp @GoogleDeepMind $goog Gleaning intelligence from footage - whether its sports driving crisis situations police records stock trading video games research artistry daily parenting or standup comedy/witty banter - as training data could make Gemini smarter. @GoogleDeepMind @GeminiApp $goog Gleaning intelligence from footage - whether its sports driving crisis" [X Link](https://x.com/BhimsenIntelect/status/2013727320704770165) 2026-01-20T21:36Z [--] followers, [--] engagements "$goog Coming for the $DUOL English Test. Everything Apps are the future. DUOL will tend to [--] soon. Were launching full-length on demand practice exams for standardized tests in @GeminiApp starting with the SAT available now at no cost. Practice SATs are grounded in rigorously vetted content in partnership with @ThePrincetonRev and Gemini will provide immediate feedback https://t.co/GmivPuBp7B Were launching full-length on demand practice exams for standardized tests in @GeminiApp starting with the SAT available now at no cost. Practice SATs are grounded in rigorously vetted content in" [X Link](https://x.com/BhimsenIntelect/status/2014030994249232874) 2026-01-21T17:43Z [--] followers, [---] engagements "LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and GenAI apps more directly attack the primal need which manifests itself as the need to binge Netflix and the like. Just one of the dozens of reasons why $NFLX is ngmi. $goog $openai" [X Link](https://x.com/BhimsenIntelect/status/2014078686790562203) 2026-01-21T20:52Z [--] followers, [---] engagements "Dont let $NFLX bulls fool you. Facts : Netflix stopped reporting subscriber count by region for a reason but you can still estimate that only APAC is adding significant subscribers. You never want to rely on APAC as a business. The region will see extreme stress soon. $goog LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and GenAI apps more directly attack the primal need which manifests itself as the need to binge Netflix and the like. Just one of the dozens of reasons why $NFLX is ngmi. $goog $openai LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and" [X Link](https://x.com/BhimsenIntelect/status/2014080559417303053) 2026-01-21T20:59Z [--] followers, [---] engagements "Lets dig into $NFLXs APAC paid subscribers : E.g.: In India The countrys [--] main mobile and broadband providers - Jio & Airtel - bundle Netflix subscriptions for free with their plans. Netflix counts them as paid subscribers. Most dont even know they have Netflix. Dont let $NFLX bulls fool you. Facts : Netflix stopped reporting subscriber count by region for a reason but you can still estimate that only APAC is adding significant subscribers. You never want to rely on APAC as a business. The region will see extreme stress soon. $goog Dont let $NFLX bulls fool you. Facts : Netflix stopped" [X Link](https://x.com/BhimsenIntelect/status/2014082289471463561) 2026-01-21T21:06Z [--] followers, [---] engagements "Personally I feel that content/media will be so cheap to generate even locally that $NFLX produced content will be the equivalent of chef-cooked food today. Hardly the same scalable or profitable business model. $NFLX $GOOG LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and GenAI apps more directly attack the primal need which manifests itself as the need to binge Netflix and the like. Just one of the dozens of reasons why $NFLX is ngmi. $goog $openai LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and GenAI apps more directly attack the primal need" [X Link](https://x.com/BhimsenIntelect/status/2014087961613312322) 2026-01-21T21:29Z [--] followers, [---] engagements "Which means youd tell your local Gen AI app the theme of your favorite movies/shows or books the face/body types you find attractive the locations/scenery you love etc. And youll soon have a [--] episode banger generated based on your preferences $NFLX $GOOG" [X Link](https://x.com/BhimsenIntelect/status/2014089202606952895) 2026-01-21T21:34Z [--] followers, [---] engagements "$NFLX $GOOG If you think this is a pipe dream consider the AI music Spotify is already seamlessly inserting into your playlists and people actually like those songs. While video is complex Drama Genres dont even need sophisticated physics understanding to generate. Soon. Which means youd tell your local Gen AI app the theme of your favorite movies/shows or books the face/body types you find attractive the locations/scenery you love etc. And youll soon have a [--] episode banger generated based on your preferences $NFLX $GOOG Which means youd tell your local Gen AI app the theme of your favorite" [X Link](https://x.com/BhimsenIntelect/status/2014090683708219849) 2026-01-21T21:40Z [--] followers, [---] engagements "$goog acquires Humes audiobook quality TTS will improve consistency for longer form videos in Veo. Their eLLM will improve tone empathy too. Ill say it again $NFLX is toast. They should spend those billions on Video models instead of Warner bros. http://Hume.ai $NFLX $GOOG If you think this is a pipe dream consider the AI music Spotify is already seamlessly inserting into your playlists and people actually like those songs. While video is complex Drama Genres dont even need sophisticated physics understanding to generate. Soon. http://Hume.ai $NFLX $GOOG If you think this is a pipe dream" [X Link](https://x.com/BhimsenIntelect/status/2014388380344451226) 2026-01-22T17:23Z [--] followers, [---] engagements "On Google Photos AI enhanced versions of your current photo using advertised products & services (clothes haircut etc). Click Buy on one of these versions - shopping cart of X items for purchase. @GoogleDeepMind @GeminiApp @googlephotos @demishassabis $googl" [X Link](https://x.com/BhimsenIntelect/status/2014408378857251118) 2026-01-22T18:42Z [--] followers, [--] engagements "This is one way every human being becomes an Ad surface but MANY times over not just once. (Every photo of every human is an ad surface with products and services competing/bidding for it). @googlephotos @GoogleDeepMind @GeminiApp $googl On Google Photos AI enhanced versions of your current photo using advertised products & services (clothes haircut etc). Click Buy on one of these versions - shopping cart of X items for purchase. @GoogleDeepMind @GeminiApp @googlephotos @demishassabis $googl On Google Photos AI enhanced versions of your current photo using advertised products & services" [X Link](https://x.com/BhimsenIntelect/status/2014409247178809692) 2026-01-22T18:46Z [--] followers, [--] engagements "AI is going to revolutionize the advertisement space for $goog. I hope they capture this opportunity before Meta does which you know they will. Google have all the tools for it (doppl/nano banana) - it is a hackathon project at this point. This is one way every human being becomes an Ad surface but MANY times over not just once. (Every photo of every human is an ad surface with products and services competing/bidding for it). @googlephotos @GoogleDeepMind @GeminiApp $googl This is one way every human being becomes an Ad surface but MANY times over not just once. (Every photo of every human is" [X Link](https://x.com/BhimsenIntelect/status/2014409955458351523) 2026-01-22T18:48Z [--] followers, [--] engagements "Everything Apps continue to take shape. Learning Testing Tutoring Searching Shopping Music Therapy Photo Editing Coding Researching are already happening within these apps. Soon Gig work Medicine communication will happen within this as well. $goog Google Music is coming in the gemini app Music you make with Gemini would be stored with the rest of your content in My Stuff. https://t.co/uHQquh2w55 Google Music is coming in the gemini app Music you make with Gemini would be stored with the rest of your content in My Stuff. https://t.co/uHQquh2w55" [X Link](https://x.com/BhimsenIntelect/status/2014411138981888014) 2026-01-22T18:53Z [--] followers, [---] engagements "If $goog embraces the Everything App strategy they will beat ChatGPT faster. Seamlessly bring products they have to @geminiapp which ChatGPT doesnt - photos meet drive email etc. - to truly create the Everything app magical workflows @GoogleDeepMind @demishassabis Everything Apps continue to take shape. Learning Testing Tutoring Searching Shopping Music Therapy Photo Editing Coding Researching are already happening within these apps. Soon Gig work Medicine communication will happen within this as well. $goog Everything Apps continue to take shape. Learning Testing Tutoring Searching Shopping" [X Link](https://x.com/BhimsenIntelect/status/2014412550168080824) 2026-01-22T18:59Z [--] followers, [--] engagements "Someone please fix the date/time access issue for the reasoning logic in @GeminiApp. Will instantly reduce Inference costs and accuracy by so much. Model spends 5-6 wasteful steps just stunned and coming to terms with the fact that its todays date $goog @GoogleDeepMind @GoogleDeepMind @GeminiApp I think Gemini [--] Pros reasoning will improve a lot if the model could just access the proper date/time at the beginning of it all. Attached - after [--] needless steps of debating whether i was lying about the date or if it should extrapolate etc. https://t.co/z3uGm43eky @GoogleDeepMind @GeminiApp I" [X Link](https://x.com/BhimsenIntelect/status/2014472768201621804) 2026-01-22T22:58Z [--] followers, [--] engagements "Human Equivalent of this behavior would be someone high on weed reacting like woah bruh cant believe its [----] bruh thats dope Or Demis Cannabis mode instead of Demis Hassabis mode $goog @GeminiApp @GoogleDeepMind Someone please fix the date/time access issue for the reasoning logic in @GeminiApp. Will instantly reduce Inference costs and accuracy by so much. Model spends 5-6 wasteful steps just stunned and coming to terms with the fact that its todays date $goog @GoogleDeepMind Someone please fix the date/time access issue for the reasoning logic in @GeminiApp. Will instantly reduce Inference" [X Link](https://x.com/BhimsenIntelect/status/2014473752567021663) 2026-01-22T23:02Z [--] followers, [--] engagements "Brilliant. First step to soften public opinion towards the inevitable ultra lucrative Ads opportunity in Google Photos - Products and Services bidding for ad space over YOUR photos (your body your house your locality) etc. $goog Google Photos rolling out AI-powered Me Meme generator https://t.co/dJkeoHgaMS by @technacity Google Photos rolling out AI-powered Me Meme generator https://t.co/dJkeoHgaMS by @technacity" [X Link](https://x.com/BhimsenIntelect/status/2014654520136274106) 2026-01-23T11:00Z [--] followers, [---] engagements "Apparently $NFLX realizes most of the year most people spend hours deciding what to watch but without ads this does nothing except keep people trapped in the short term but frustrated long term. Unless Ads while scrolling/browsing are next. $NFLX ngmi Netflix app redesign will add doomscrolling https://t.co/DVVFPJmc2F by @chaosromero Netflix app redesign will add doomscrolling https://t.co/DVVFPJmc2F by @chaosromero" [X Link](https://x.com/BhimsenIntelect/status/2014657353401151970) 2026-01-23T11:11Z [--] followers, [--] engagements "More convinced that $NFLX should spend lots of time developing video models. Maybe in addition to acquiring content. Video models + Content = A smorgasbord of opportunity in in-movie ads. @YouTube and @GoogleDeepMind should do this too. $goog $goog acquires https://t.co/SfverVjwnH. Humes audiobook quality TTS will improve consistency for longer form videos in Veo. Their eLLM will improve tone empathy too. Ill say it again $NFLX is toast. They should spend those billions on Video models instead of Warner bros. $goog acquires https://t.co/SfverVjwnH. Humes audiobook quality TTS will improve" [X Link](https://x.com/BhimsenIntelect/status/2014673134411300916) 2026-01-23T12:14Z [--] followers, [---] engagements "Imagine Neo walking into his final battle with Balenciaga clad Smith clones and sees this banger lineup while Asato Ma ADgamaya (From Unreal lead me to Ads) by Don Davis by plays. Unreal. Epic. Could be worth [---] billion dollars. *wink* *wink* $goog @GoogleDeepMind $NFLX More convinced that $NFLX should spend lots of time developing video models. Maybe in addition to acquiring content. Video models + Content = A smorgasbord of opportunity in in-movie ads. @YouTube and @GoogleDeepMind should do this too. $goog More convinced that $NFLX should spend lots of time developing video models. Maybe" [X Link](https://x.com/BhimsenIntelect/status/2014678019999518755) 2026-01-23T12:34Z [--] followers, [---] engagements "Wonder why cant Nano Banana/Veo requests be subsidized by product placement in the generated picture/video at least for the free tier (for purely generative/non edits) $goog @NanoBanana Brilliant. First step to soften public opinion towards the inevitable ultra lucrative Ads opportunity in Google Photos - Products and Services bidding for ad space over YOUR photos (your body your house your locality) etc. $goog Brilliant. First step to soften public opinion towards the inevitable ultra lucrative Ads opportunity in Google Photos - Products and Services bidding for ad space over YOUR photos" [X Link](https://x.com/BhimsenIntelect/status/2014760405810499637) 2026-01-23T18:01Z [--] followers, [--] engagements "With Gen AI there will be no shortage of ad surfaces. But once AGI is reached or exceeded there will be a huge shortage of ad-worthy goods and services. Wonder what will be advertised assuming everyone has abundance. $goog Imagine Neo walking into his final battle with Balenciaga clad Smith clones and sees this banger lineup while Asato Ma ADgamaya (From Unreal lead me to Ads) by Don Davis by plays. Unreal. Epic. Could be worth [---] billion dollars. *wink* *wink* $goog @GoogleDeepMind $NFLX https://t.co/JTIbo8dqYc Imagine Neo walking into his final battle with Balenciaga clad Smith clones and" [X Link](https://x.com/BhimsenIntelect/status/2014767016968913077) 2026-01-23T18:27Z [--] followers, [--] engagements "Of course $openai will attempt their own spoiler by releasing [---] before earnings and the hype around this model is real based on folks who dont generally fake hype (@chetaslua) $goog Long $goog based on some Sherlocking of Demis Hassabiss edgy tone at Davos [----] a departure from his usual above the fray demeanor. Some guesses : [--]. Double beat [--]. CapEx : Huge maybe bigger than Expected Huge CapEx could be seen as a coup de grce attempt on $OpenAI Long $goog based on some Sherlocking of Demis Hassabiss edgy tone at Davos [----] a departure from his usual above the fray demeanor. Some guesses :" [X Link](https://x.com/BhimsenIntelect/status/2015105564179894412) 2026-01-24T16:53Z [--] followers, [--] engagements "Another step in the direction of having the in video ad-tech ready deployable as soon as the time is right. Great move by $goog Google is preparing to release Veograms for Gemini Veo templates that users can remix with their own content. Veograms were announced earlier and released to a small number of users. A broader rollout is imminent. https://t.co/EiYdPVu68y Google is preparing to release Veograms for Gemini Veo templates that users can remix with their own content. Veograms were announced earlier and released to a small number of users. A broader rollout is imminent." [X Link](https://x.com/BhimsenIntelect/status/2015118632486105566) 2026-01-24T17:44Z [--] followers, [--] engagements "The musk lawsuit and a confusing for profit/non profit structure probably wont help their case with would-be investors either. Which is why theyve gone for ads/revenue sharing. While $goog says they wont do Gemini ads right now they should at least build the tech for it. It will get harder and harder for OpenAI to raise money at favorable terms from people who care about returns. Which is why hes gone to Saudi sovereign wealth funds who are known to be more cavalier with their money like funding a giant line city in the desert. $goog $openai It will get harder and harder for OpenAI to raise" [X Link](https://x.com/BhimsenIntelect/status/2015846187069505931) 2026-01-26T17:55Z [--] followers, [--] engagements "Opus [---] -thinking on @arena gives me way better outputs than the pro subscription on Claudes app/webapp with Extended thinking on :( Wonder what the reason is :( $anthropic" [X Link](https://x.com/BhimsenIntelect/status/2019925409325109365) 2026-02-07T00:05Z [--] followers, [--] engagements "This is still true. Opus [---] - thinking feels like a true quality improvement and not bench-maxed. Same as how Gemini [--] pro felt and unlike how ChatGPT [---] and Grok [----] have felt. $goog $openai $anthropic OpenAI xAI : Heavy benchmaxxers. $GOOG Anthropic : Actual quality improvements. Which is why you see a heavy meh sentiment for the former two models real world usage; but never for the latter two (actually seem to live up to benchmark results). OpenAI xAI : Heavy benchmaxxers. $GOOG Anthropic : Actual quality improvements. Which is why you see a heavy meh sentiment for the former two models" [X Link](https://x.com/BhimsenIntelect/status/2020001048933613952) 2026-02-07T05:05Z [--] followers, [---] engagements "Trumps government is using AI. Need for intelligence just skyrocketed 100x. All CapEx is now justified. Bullish $GOOG and $AMZN JUST IN - Pentagon used Anthropics AI tool Claude in the military operation to capture Nicolas Maduro WSJ https://t.co/BcHtsInSDU JUST IN - Pentagon used Anthropics AI tool Claude in the military operation to capture Nicolas Maduro WSJ https://t.co/BcHtsInSDU" [X Link](https://x.com/anyuser/status/2022460751080997073) 2026-02-13T23:59Z [--] followers, [--] engagements "Is this the physics breakthrough gpt-5.2 made which OpenAI folks keep talking about today $goog $openai Couldn't resist trying this legendary prompt in ChatGPT. Wow. https://t.co/YT8EwiZyFN Couldn't resist trying this legendary prompt in ChatGPT. Wow. https://t.co/YT8EwiZyFN" [X Link](https://x.com/BhimsenIntelect/status/2022443882827722759) 2026-02-13T22:52Z [--] followers, [--] engagements "Did Chamaat Fuckingchutiya rip this tweet to come up with that garbage thesis about Warren Buffet You decide. Man $meta just produces garbage leaders starting all the way at the top with Zuck and then this clown $goog Just reinforces my belief that locked in a room with just an LLM and a trading terminal i.e.: with the knowledge asymmetry gone most of these Burry/Ackman types will heavily underperform Joe Schmo. Well Burry might even underperform on the outside. $goog $amzn $meta Just reinforces my belief that locked in a room with just an LLM and a trading terminal i.e.: with the knowledge" [X Link](https://x.com/anyuser/status/2022786252416913906) 2026-02-14T21:33Z [--] followers, [--] engagements "Ben AI cannot write anything deeply meaningful or create original films Affleck doing very meaningful and original stuff $goog $nflx [--] years ago today Daredevil released in theaters. https://t.co/UO0JB1NGly [--] years ago today Daredevil released in theaters. https://t.co/UO0JB1NGly" [X Link](https://x.com/BhimsenIntelect/status/2022790621262754227) 2026-02-14T21:50Z [--] followers, [---] engagements "Kill Capability overhang before it becomes the next Cohort Why does everyone keep using it at Davos Its a fake made up term for hidden skill or hidden potential $goog $openai $meta" [X Link](https://x.com/BhimsenIntelect/status/2013970357930344542) 2026-01-21T13:42Z [--] followers, [--] engagements "Erds problems are the new Leetcode-hard. Act soon before they become the new leetcode-medium $goog $openai" [X Link](https://x.com/BhimsenIntelect/status/2014804757479887184) 2026-01-23T20:57Z [--] followers, [--] engagements "Long $goog based on some Sherlocking of Demis Hassabiss edgy tone at Davos [----] a departure from his usual above the fray demeanor. Some guesses : [--]. Double beat [--]. CapEx : Huge maybe bigger than Expected Huge CapEx could be seen as a coup de grce attempt on $OpenAI" [X Link](https://x.com/BhimsenIntelect/status/2015105186151489889) 2026-01-24T16:51Z [--] followers, [---] engagements "It will get harder and harder for OpenAI to raise money at favorable terms from people who care about returns. Which is why hes gone to Saudi sovereign wealth funds who are known to be more cavalier with their money like funding a giant line city in the desert. $goog $openai" [X Link](https://x.com/BhimsenIntelect/status/2015843959243940234) 2026-01-26T17:47Z [--] followers, [--] engagements "$openai does ads first - public wont impute malice to them (oh poor them they need money to compete) $goog does ads first - public wont be so kind (violating our privacy) But $goog must have the plethora of Ad products ready to ship as a fast follow once public softens The musk lawsuit and a confusing for profit/non profit structure probably wont help their case with would-be investors either. Which is why theyve gone for ads/revenue sharing. While $goog says they wont do Gemini ads right now they should at least build the tech for it. The musk lawsuit and a confusing for profit/non profit" [X Link](https://x.com/BhimsenIntelect/status/2015847261130096852) 2026-01-26T18:00Z [--] followers, [--] engagements "Theres many a slip between the cup and the lip but if they continue in these directions their lead should soon be even more visible compared to the AI labs. $goog If AGI actually works out - $goog is also the best bet that has the best research pedigree across the breadth thats understood to be needed for AGI - new materials (holy grail for computing) organized data (less entropy - literally their mission too) alt computing (photonic) If AGI actually works out - $goog is also the best bet that has the best research pedigree across the breadth thats understood to be needed for AGI - new" [X Link](https://x.com/BhimsenIntelect/status/2016143303901888669) 2026-01-27T13:36Z [--] followers, [--] engagements "Goodbye for now [--] episode banger series custom generated for you :( $goog Looks like we will stay at the plateau part of the S-curve for a long time when AI ( AGI) displaces a lot of jobs and makes companies lots of money (ADs etc.) but offers little scientific gains. :( The big disappointment i had from doing all this research is that it looks like Video models wont get much better anytime soon and generating long form content through them will be a huge drag (30 seconds at a time) for the foreseeable future. $goog The big disappointment i had from doing all this research is that it looks" [X Link](https://x.com/BhimsenIntelect/status/2016144402339778959) 2026-01-27T13:40Z [--] followers, [--] engagements "The ridiculous cost of doing this means it will be likely be a toy or an internal research/training tool limited to Ultra subscribers for the time being :( Need to generate [--] FPS at 720p per frame lol even more expensive to generate consistently than Veo. $goog Project Genie is rolling out for AI Ultra members in the USA. It's an experimental tool that allows you to create and explore infinite virtual worlds and I've never seen anything like this. It's still early but it's already unreal. Nano Banana Pro + Project Genie = My low-poly https://t.co/mkMEw2GxxU Project Genie is rolling out for" [X Link](https://x.com/BhimsenIntelect/status/2016926461421375983) 2026-01-29T17:28Z [--] followers, [--] engagements "There is a definite improvement in the videos and sound but lol this is nowhere near #1. Veo-3.1-fast-preview literally beat imagine-video 8/8 times in the last [--] minutes both of them were presented to me on this website. $goog Take a look at where the "leading" AI company is ranked . https://t.co/tvn2C1wDXH Take a look at where the "leading" AI company is ranked . https://t.co/tvn2C1wDXH" [X Link](https://x.com/BhimsenIntelect/status/2016961652131057855) 2026-01-29T19:48Z [--] followers, [--] engagements "Would have been a big mistake. While Claudes better right now for certain use cases for sure Gemini will turn out to be better than Anthropic in the long run with far reaching implications. Whats good for product development isnt good for a voice assistant. $goog Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and https://t.co/NpW0Pyj03J Bloomberg's @markgurman says" [X Link](https://x.com/BhimsenIntelect/status/2016976299190051054) 2026-01-29T20:46Z [--] followers, [---] engagements "Must be a really grim future Sam Altman is pitching $amzn $msft. In which $goog s ultra dominant AI positioning does material damage to the $msft and $amzn hegemony. Also this traps $amzn and $msft for future funding rounds too usually Softbanks forte Amazon $AMZN is in talks to invest up to $50 Billion into OpenAI OpenAI is seeking up to $100 billion in new capital from investors in a round that could value it at as much as $830 billion - WSJ https://t.co/do6dJPjlNR Amazon $AMZN is in talks to invest up to $50 Billion into OpenAI OpenAI is seeking up to $100 billion in new capital from" [X Link](https://x.com/BhimsenIntelect/status/2016990134957461748) 2026-01-29T21:41Z [--] followers, [--] engagements "The fear is that it just wins the most number of X is going to win the AI race compliments race Kinda like the best player who never became chess champion award usually given to Ivanchuk or Aronian Or the BMF belt for people in UFC who cant really win a real belt $goog I think Google is ultimately going to win the AI race I think Google is ultimately going to win the AI race" [X Link](https://x.com/BhimsenIntelect/status/2017004748105564350) 2026-01-29T22:39Z [--] followers, [---] engagements "I just hope theyre focusing on the right continuous learning and deep thinking approaches along with just training the next humongous models which they definitely seem to have the research lead in based on their papers. $goog The fear is that it just wins the most number of X is going to win the AI race compliments race Kinda like the best player who never became chess champion award usually given to Ivanchuk or Aronian Or the BMF belt for people in UFC who cant really win a real belt $goog The fear is that it just wins the most number of X is going to win the AI race compliments race Kinda" [X Link](https://x.com/BhimsenIntelect/status/2017005392904278098) 2026-01-29T22:42Z [--] followers, [--] engagements "Ads will also allow $openai to reduce the price of their highest tier which might re-attract the customers who bled away to Claude and Gemini. $goog should be ready to deploy ads as well the $250 ultra price point is steep and can be funded by ads in the free tier" [X Link](https://x.com/BhimsenIntelect/status/2017022421845639402) 2026-01-29T23:49Z [--] followers, [--] engagements "Wtf is left but to just improve these models and build physical embedded AI around this or conquer the last frontiers of sensory input - smell/taste SmeLLM will 2x $goog stock $googl $googl Gemini : Text to Text/Code Nano Banana : Text to Image Hume AI : Text to Audio Veo: Text to Video Genie : Text to https://t.co/BbIyL7iWlp $googl Gemini : Text to Text/Code Nano Banana : Text to Image Hume AI : Text to Audio Veo: Text to Video Genie : Text to https://t.co/BbIyL7iWlp" [X Link](https://x.com/BhimsenIntelect/status/2017335497467785677) 2026-01-30T20:33Z [--] followers, [--] engagements "@GoogleDeepMind @GeminiApp Can we poor Gemini Pro plebs get some Genie love I believe Genies have been offering [--] wishes as a standard package since time immemorial. Maybe [--] per day for Pro subscribers Promise I wont wish for more wishes. $goog" [X Link](https://x.com/BhimsenIntelect/status/2017338340971000180) 2026-01-30T20:45Z [--] followers, [--] engagements "This is fake but is a Missed opportunity to have @realDonaldTrump be the protagonist in this world/game $goog Google latest AI makes you generate games in a couple of minutes that's insane. This dude just made a Greenland version of GTA [--]. Gaming studios are cooked big time. https://t.co/tqxULCYOhP Google latest AI makes you generate games in a couple of minutes that's insane. This dude just made a Greenland version of GTA [--]. Gaming studios are cooked big time. https://t.co/tqxULCYOhP" [X Link](https://x.com/BhimsenIntelect/status/2017343289159258270) 2026-01-30T21:04Z [--] followers, [--] engagements "@DeItaone Theyre likely going to use $amzns Trainium chips (in lieu of the [--] billion $ from them) instead of $NVDAs chips. This will soon be a comedy of errors in which theyll all ($goog $amzn $msft $nvda $openai $anthropic) have to pause and figure out who is enemies with whom" [X Link](https://x.com/BhimsenIntelect/status/2017393403445841928) 2026-01-31T00:24Z [--] followers, [---] engagements "Actions speak louder than words. Action = Hid his dubious emails to Epstein Words = Empty calls for the files to be released on X and JRE Did he put any money behind Massie and Khanna trying to release them So no weight behind those words #elonmusk #epstein Elon would not have repeatedly called for all the Epstein files to be released if he had anything to hide Elon would not have repeatedly called for all the Epstein files to be released if he had anything to hide" [X Link](https://x.com/BhimsenIntelect/status/2017994247727907142) 2026-02-01T16:11Z [--] followers, [---] engagements "@eastdakota Lets apply that same framework to Cloudflares reverse proxy share. You frame your thought as caring about a fair AI playground but you just want revenue from 10000s of AI companies and not just [--] $goog you naughty naughty" [X Link](https://x.com/BhimsenIntelect/status/2018006962395570669) 2026-02-01T17:02Z [--] followers, [--] engagements "Kimi [---] after [--] tries : $goog 🥲I found that K2.5 is basically unusable after 3-5 turns of error-feedback loop. If it can't fix a problem within [--] turns it basically can't fix it. 🥲I found that K2.5 is basically unusable after 3-5 turns of error-feedback loop. If it can't fix a problem within [--] turns it basically can't fix it" [X Link](https://x.com/BhimsenIntelect/status/2018008500002254873) 2026-02-01T17:08Z [--] followers, [--] engagements "@MIB_India @nsitharaman @AshwiniVaishnaw Please research the thermodynamics of AI before allowing this. Developed nations will not think for a second before dumping their heat waste electricity and water needs tax free in the 3rd world like they did with e-waste. #india JUST IN: India announces zero tax until [----] for cloud companies setting up data centers. https://t.co/bfpqd5vKS0 JUST IN: India announces zero tax until [----] for cloud companies setting up data centers. https://t.co/bfpqd5vKS0" [X Link](https://x.com/BhimsenIntelect/status/2018034472177041408) 2026-02-01T18:51Z [--] followers, [--] engagements "Low-wage H1B slave argument is coming for LLM chatbots soon $goog kimi k2.5 has more or less replaced my opus [---] usage. i sent the same requests to both for every request i would have sent opus for a few days and k2.5 is 'good enough' . it is dumb in the ways gpt5.2 is smart so feels like im not missing much. i was not expecting this kimi k2.5 has more or less replaced my opus [---] usage. i sent the same requests to both for every request i would have sent opus for a few days and k2.5 is 'good enough' . it is dumb in the ways gpt5.2 is smart so feels like im not missing much. i was not" [X Link](https://x.com/BhimsenIntelect/status/2018056782405570778) 2026-02-01T20:20Z [--] followers, [--] engagements "Anthropic doing all the right things to make its models more intelligent. The release of the law tool means its scraping all these surfaces for intelligence like I mentioned [--] days ago. I hope $goog @GoogleDeepMind @GeminiApp are doing the same for their next model/release Gleaning intelligence from footage - whether its sports driving crisis situations police records stock trading video games research artistry daily parenting or standup comedy/witty banter - as training data could make Gemini smarter. @GoogleDeepMind @GeminiApp $goog Gleaning intelligence from footage - whether its sports" [X Link](https://x.com/BhimsenIntelect/status/2018737358733193547) 2026-02-03T17:24Z [--] followers, [---] engagements "As a reminder the intelligence density in legal training data is very high - and the data availability and trainability is good as well. $goog @GoogleDeepMind should do this as well. Looks like its already being exploited by Anthropic. Anthropic doing all the right things to make its models more intelligent. The release of the law tool means its scraping all these surfaces for intelligence like I mentioned [--] days ago. I hope $goog @GoogleDeepMind @GeminiApp are doing the same for their next model/release Anthropic doing all the right things to make its models more intelligent. The release of" [X Link](https://x.com/BhimsenIntelect/status/2018737919280939230) 2026-02-03T17:26Z [--] followers, [--] engagements "The plateau of the S-surve of model intelligence is coming ( end 2026). We are due [--] flagship model releases per year by the big labs. Cramming more intelligence into even these [--] models will get very hard. It will then be about speed price and distribution. $goog" [X Link](https://x.com/BhimsenIntelect/status/2018745219882365297) 2026-02-03T17:55Z [--] followers, [--] engagements "Old Software is crashing while new software is going viral (Clawdbot Codex/CC). Why One reason : people dont want to learn old softwares arbitrary flows. Instead they expect new software to seamlessly adapt to their unique interface of asynchronous needs. $goog" [X Link](https://x.com/BhimsenIntelect/status/2018810518891618379) 2026-02-03T22:15Z [--] followers, [---] engagements "Clawdbot just captures this energy/need seamlessly with the proper interface - sending a message just like you would to a human assistant. This is the same energy old software needs to capture if they are to not be made redundant in a hurry. $goog Old Software is crashing while new software is going viral (Clawdbot Codex/CC). Why One reason : people dont want to learn old softwares arbitrary flows. Instead they expect new software to seamlessly adapt to their unique interface of asynchronous needs. $goog Old Software is crashing while new software is going viral (Clawdbot Codex/CC). Why One" [X Link](https://x.com/BhimsenIntelect/status/2018811418381107307) 2026-02-03T22:18Z [--] followers, [---] engagements "Capturing this energy for Software means - magically becoming available whenever the need for the software might arise and allowing for the most complex tasks to be done with the easiest input If your software tries to hide behind we are for the pros you might nmi $goog Clawdbot just captures this energy/need seamlessly with the proper interface - sending a message just like you would to a human assistant. This is the same energy old software needs to capture if they are to not be made redundant in a hurry. $goog Clawdbot just captures this energy/need seamlessly with the proper interface -" [X Link](https://x.com/BhimsenIntelect/status/2018812370286711194) 2026-02-03T22:22Z [--] followers, [--] engagements "@CapitalObserver Margins increased. Which means the [--] million miss was related to the lower margin service product - subscriptions. licensing ($goog money) is 100% margin for $aapl so this likely didnt decrease. If anything the +23% additional iPhone sales point to the opposite" [X Link](https://x.com/BhimsenIntelect/status/2018907265789821352) 2026-02-04T04:39Z [--] followers, [---] engagements "$ADBE bulls dodging all trends and red flags to arrive at the one chart that shows their bull thesis $goog $snow $now" [X Link](https://x.com/BhimsenIntelect/status/2019483106122821886) 2026-02-05T18:47Z [--] followers, [---] engagements "Duolingo bulls trying to desperately come up with any one thing that salvages their investment : Product is the moat bro $goog $duol $ADBE bulls dodging all trends and red flags to arrive at the one chart that shows their bull thesis $goog $snow $now https://t.co/pdK7ozufAF $ADBE bulls dodging all trends and red flags to arrive at the one chart that shows their bull thesis $goog $snow $now https://t.co/pdK7ozufAF" [X Link](https://x.com/BhimsenIntelect/status/2019483661972673014) 2026-02-05T18:49Z [--] followers, [---] engagements "Stop with the useless waste of energy and RAM and compute and redirect it to AI. Crypto is useless compared to AI. $goog The average cost to mine a single Bitcoin is now over $90000. The price of Bitcoin has collapsed to $67000. Everyone mining Bitcoin at the moment is losing a fortune. https://t.co/oERwZCaPso The average cost to mine a single Bitcoin is now over $90000. The price of Bitcoin has collapsed to $67000. Everyone mining Bitcoin at the moment is losing a fortune. https://t.co/oERwZCaPso" [X Link](https://x.com/BhimsenIntelect/status/2019490514974961688) 2026-02-05T19:17Z [--] followers, [--] engagements "Before gaming please dismantle and destroy crypto. Gaming is orders of magnitude more useful than crypto. Crypto is the cancer of society and will be remembered only for crypto scams and shitcoins. $btc $goog BREAKING: Nvidia will pause new gaming GPU releases in [----] due to a global memory chip shortage. https://t.co/N7HMLkQ7MH BREAKING: Nvidia will pause new gaming GPU releases in [----] due to a global memory chip shortage. https://t.co/N7HMLkQ7MH" [X Link](https://x.com/BhimsenIntelect/status/2019500432201290039) 2026-02-05T19:56Z [--] followers, [--] engagements "Great dont be evil use of AI by $goog. We know your cat is adorable from EVERY angle but do you need to keep all [----] pics of said angles Smart Storage in @googlephotos helps keep your digital space tidy (and ready for more pics of Daisy) 📷 https://t.co/5tyyTQr4qe We know your cat is adorable from EVERY angle but do you need to keep all [----] pics of said angles Smart Storage in @googlephotos helps keep your digital space tidy (and ready for more pics of Daisy) 📷 https://t.co/5tyyTQr4qe" [X Link](https://x.com/BhimsenIntelect/status/2019514442011344994) 2026-02-05T20:52Z [--] followers, [--] engagements "These are amazing but have already fallen victim to computational irreducibility - based on the recent incident with the police standoff situation where a Waymo casually strolled by the scene. But very bullish $goog and humanity. Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on @GoogleDeepMinds Genie [--]. By simulating the impossible we proactively prepare the Waymo Driver for some of the most rare and https://t.co/Pl80OMDqLC Were excited to introduce the Waymo World Modela frontier generative mode" [X Link](https://x.com/BhimsenIntelect/status/2019854540389167334) 2026-02-06T19:23Z [--] followers, [---] engagements "They should get @brucebuffer at the launch screaming . ITS DIIIIIIME $openai BREAKING 🚨: Upcoming OpenAIs hardware might be called Dime and expected to be a simple headphone at first. DIME SOON 👀 https://t.co/51pPZZS3K2 BREAKING 🚨: Upcoming OpenAIs hardware might be called Dime and expected to be a simple headphone at first. DIME SOON 👀 https://t.co/51pPZZS3K2" [X Link](https://x.com/BhimsenIntelect/status/2019855556908134856) 2026-02-06T19:27Z [--] followers, [--] engagements "Whats more bullish $goog here is - how Google seems to have adapted its org structure for a bias towards quick AI adoption. Its like a systolic array :) - innovations in the heart (Deepmind) reach even the periphery (Waymo) pretty soon. Kudos long may the execution continue These are amazing but have already fallen victim to computational irreducibility - based on the recent incident with the police standoff situation where a Waymo casually strolled by the scene. But very bullish $goog and humanity. These are amazing but have already fallen victim to computational irreducibility - based on" [X Link](https://x.com/BhimsenIntelect/status/2019861220476743784) 2026-02-06T19:50Z [--] followers, [--] engagements "I hope this slew of quick releases by OpenAI and Anthropic dont cause $goog to abandon their holistic training in favor of speedy RL hacks. Their usual approach has shown great alpha. Slow cooking still is the tastiest" [X Link](https://x.com/BhimsenIntelect/status/2019936554161152079) 2026-02-07T00:49Z [--] followers, [--] engagements "Is this a once-in-a-lifetime feature or something because it has happened once for me (different question) and never again. Even for this same question it spits out a blob of text and not this interactive stuff. The nerf is real. $goog @GoogleDeepMind @GeminiApp Holy sh*t. Gemini can now produce fully interactive images on any topic. Such an insane resource for learning highlight any region and it gives you a full explanation 🤯 https://t.co/zbVsVp6OkL Holy sh*t. Gemini can now produce fully interactive images on any topic. Such an insane resource for learning highlight any region and it" [X Link](https://x.com/BhimsenIntelect/status/2020259425139978516) 2026-02-07T22:12Z [--] followers, [--] engagements "Hilariously people painstakingly customized horses before cars came along - selective breeding custom tack and gear and even mods. Customization isnt a moat against disruption. AI is tcoming for SaaS no matter what your asspull portfolio defense is. $goog $adbe" [X Link](https://x.com/BhimsenIntelect/status/2020263054324457654) 2026-02-07T22:27Z [--] followers, [---] engagements "Maybe we need shame races - the kinds car makers taunted horse owners with to drive home the point for SaaS bagholders. Perhaps something like editing [--] images with [--] edits a piece using AI before photoshop even launches $goog $adbe Hilariously people painstakingly customized horses before cars came along - selective breeding custom tack and gear and even mods. Customization isnt a moat against disruption. AI is tcoming for SaaS no matter what your asspull portfolio defense is. $goog $adbe Hilariously people painstakingly customized horses before cars came along - selective breeding custom" [X Link](https://x.com/BhimsenIntelect/status/2020264103932207464) 2026-02-07T22:31Z [--] followers, [---] engagements "The rift between $NVDA and $OpenAI is following its own S-curve. The next month will tell us whether its on the ascendancy or the plateau part of the first of many S-curves. It would have been the next year but AI accelerates everything even rifts. $goog $openai $nvda" [X Link](https://x.com/BhimsenIntelect/status/2020281595580846447) 2026-02-07T23:40Z [--] followers, [---] engagements "Bottom line : [--]. $OpenAI needs money and to cut costs. [--]. $NVDA has 75% tax which other chips dont (Trainium TPU but apparently Woe betide OpenAI if they use $goog) Song writes itself. Jensen doesnt know that Jassy and me meet in the Fab every Sunday - Sama probably The rift between $NVDA and $OpenAI is following its own S-curve. The next month will tell us whether its on the ascendancy or the plateau part of the first of many S-curves. It would have been the next year but AI accelerates everything even rifts. $goog $openai $nvda The rift between $NVDA and $OpenAI is following its own" [X Link](https://x.com/BhimsenIntelect/status/2020283738186477900) 2026-02-07T23:49Z [--] followers, [--] engagements "1. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute assets is going astronomical (supply constrained demand astronomical) Would you not trade your cash assets for compute assets CapEx move by $goog and $amzn seems great to me" [X Link](https://x.com/BhimsenIntelect/status/2020322571355570349) 2026-02-08T02:23Z [--] followers, [---] engagements "Also the tax benefit provided by OBBBA (trumps bill) of being able to expense depreciating assets like TPUs/GPUs at the beginning of their [--] year lifespan (so around [--] billion$ out of the [---] billion$) seems like a no brainer. $goog [--]. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute assets is going astronomical (supply constrained demand astronomical) Would you not trade your cash assets for compute assets CapEx move by $goog and $amzn seems great to me. [--]. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute" [X Link](https://x.com/BhimsenIntelect/status/2020323049657233467) 2026-02-08T02:25Z [--] followers, [--] engagements "Very smort move by the $goog to convert all that cash assets to compute assets. One asset is going to steadily lose value the other will have astronomical value for the foreseeable future. [--]. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute assets is going astronomical (supply constrained demand astronomical) Would you not trade your cash assets for compute assets CapEx move by $goog and $amzn seems great to me. [--]. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute assets is going astronomical (supply" [X Link](https://x.com/BhimsenIntelect/status/2020745328841138590) 2026-02-09T06:23Z [--] followers, [--] engagements "A challenger appears - moon city. But what about the 2800kg of meteorites per day pelting our heads with the full force of dynamite Elon SpaceXs lunar dome will neutralize them all Otherwise we will all just retreat within the Trump Regolith plaza $tsla $goog Of everything that has ever snake oil-ed ai datacenters in space by next 3-4 years has snake oiled the hardest. Like come on in the age of LLMs youre going to do people like this $tsla $goog Of everything that has ever snake oil-ed ai datacenters in space by next 3-4 years has snake oiled the hardest. Like come on in the age of LLMs" [X Link](https://x.com/BhimsenIntelect/status/2020783488161505604) 2026-02-09T08:55Z [--] followers, [--] engagements "If Seedance [---] is real then were closer to this future. Surprised this is happening so soon. $nflx $goog Personally I feel that content/media will be so cheap to generate even locally that $NFLX produced content will be the equivalent of chef-cooked food today. Hardly the same scalable or profitable business model. $NFLX $GOOG Personally I feel that content/media will be so cheap to generate even locally that $NFLX produced content will be the equivalent of chef-cooked food today. Hardly the same scalable or profitable business model. $NFLX $GOOG" [X Link](https://x.com/BhimsenIntelect/status/2020785616800108736) 2026-02-09T09:03Z [--] followers, [--] engagements "Man $goog s AR/VR glasses better be a game changer if theyre letting $Meta run away with initial market capture. Someone just dropped VisionClaw. A real-time OpenClaw agent on your Meta glasses that sees hears and acts for you using Gemini Live. 100% Opensource. https://t.co/nLa2lCDj7J Someone just dropped VisionClaw. A real-time OpenClaw agent on your Meta glasses that sees hears and acts for you using Gemini Live. 100% Opensource. https://t.co/nLa2lCDj7J" [X Link](https://x.com/BhimsenIntelect/status/2020843592332480786) 2026-02-09T12:53Z [--] followers, [--] engagements "This is insane. My attempt at this on Veo [--] months ago came out comical: $goog better get Veo much better very soon this seems to be miles better in comparison right now. Almost like a nano banana moment for Video. https://x.com/BhimsenIntelect/status/1940766202311422134s=20 A quick test with Seedance [---] Multimodality https://t.co/OoefXZG15B https://x.com/BhimsenIntelect/status/1940766202311422134s=20 A quick test with Seedance [---] Multimodality https://t.co/OoefXZG15B" [X Link](https://x.com/BhimsenIntelect/status/2020881430071722214) 2026-02-09T15:24Z [--] followers, [--] engagements "Been seeing lots of guys named Dev when Software engineering was in its heyday in [----] Ever since Vibe coding took off been seeing lots of Vaibhavs Little too on the nose to name your child Vibe-have $goog $msft $amzn" [X Link](https://x.com/BhimsenIntelect/status/2020890625349190073) 2026-02-09T16:00Z [--] followers, [--] engagements "@michaeljburry Just mention two facts watch people derive conclusions you intended them to and leave room for deniability. Last time this happened - Even assuming Motorola Google How about the other times a century bond has worked successfully Like Disney Coca-Cola Oxford Intel" [X Link](https://x.com/BhimsenIntelect/status/2020924941110288770) 2026-02-09T18:17Z [--] followers, [--] engagements "This has been my secret personal benchmark for along time good to see a model passing with flying colors. Will update benchmark now. Whoever animates the whole fight first is going to win the Video LLM race :) @GoogleDeepMind @GeminiApp $goog This does NOT look like AI. Seedance [---] created Gojo vs Sukuna with fluidity weight and timing straight out of an anime. The quality is on a whole new level. Video credit: creator on Douyin ( @ Aatrox) https://t.co/X4NcyUOx3K This does NOT look like AI. Seedance [---] created Gojo vs Sukuna with fluidity weight and timing straight out of an anime. The" [X Link](https://x.com/BhimsenIntelect/status/2021276530459148492) 2026-02-10T17:34Z [--] followers, [--] engagements "Great step releasing on facebook - if a feature works on [--] year old boomers clearly it should work with the Moids and Foids of GenZ on instagram as well $meta $goog META: ROLLING OUT NEW FEATURES ON FACEBOOK POWERED BY META AI - BLOG META: ROLLING OUT NEW FEATURES ON FACEBOOK POWERED BY META AI - BLOG" [X Link](https://x.com/BhimsenIntelect/status/2021278300740747461) 2026-02-10T17:41Z [--] followers, [--] engagements "@elonmusk Doesnt show the 2800kg/day meteorite shower hitting us with the unbridled force of dynamite. But otherwise delusional still" [X Link](https://x.com/BhimsenIntelect/status/2021283476591477033) 2026-02-10T18:01Z [--] followers, [--] engagements "And now EU is developing their own system to rival $V and $MA. Indias UPI and Brazils PIXs success will encourage everyone to ditch $V and $MA and implement/import their own solutions. Always beware of bull market pundits who can not see beyond their fiscal.ai charts. Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized payment schemes - UPI PIX and even FedNow. Once volume goes so will their value added services. Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized payment" [X Link](https://x.com/BhimsenIntelect/status/2021301099240857932) 2026-02-10T19:11Z [--] followers, [--] engagements "I have a feeling $TSLA culties will 10x the stock if musk says in that pretend Aspergers demeanor that theyre actually working on a Time Machine which will allow them to actually meet their FSD deadlines they promised years ago" [X Link](https://x.com/BhimsenIntelect/status/2021302425219461592) 2026-02-10T19:17Z [--] followers, [--] engagements "I feel like instead of the mo(r)on city thing SpaceX should focus on fulfilling their promise of the rockets instead of airplanes to fly across the globe in [--] minutes thing which was definitely going to happen according to Gwynne Shotwell. $tsla" [X Link](https://x.com/BhimsenIntelect/status/2021303269914497233) 2026-02-10T19:20Z [--] followers, [--] engagements "If $AMZN/$MSFT had consulted The big shart Michael Burry before allocating billions in CapEx in 2014/2018 AWS/Azure wouldnt have happened. Hence $googl isnt really waiting for permission from Michael I love children of bodom Burry for the [---] billion $ CapEx" [X Link](https://x.com/BhimsenIntelect/status/2021594630731468902) 2026-02-11T14:38Z [--] followers, [---] engagements "Guy caught a bad case of nobelitis without winning the Nobel prize. $googl If $AMZN/$MSFT had consulted The big shart Michael Burry before allocating billions in CapEx in 2014/2018 AWS/Azure wouldnt have happened. Hence $googl isnt really waiting for permission from Michael I love children of bodom Burry for the [---] billion $ CapEx. If $AMZN/$MSFT had consulted The big shart Michael Burry before allocating billions in CapEx in 2014/2018 AWS/Azure wouldnt have happened. Hence $googl isnt really waiting for permission from Michael I love children of bodom Burry for the [---] billion $ CapEx" [X Link](https://x.com/BhimsenIntelect/status/2021595521329053849) 2026-02-11T14:41Z [--] followers, [--] engagements "Someone please tell these clowns to stop farting their opinions. Literally nobody cares what they say in the age of LLMs. $goog $amzn $meta Billionaire investor Mark Cuban has said that he believes a recession is imminent per IB Times. Billionaire investor Mark Cuban has said that he believes a recession is imminent per IB Times" [X Link](https://x.com/BhimsenIntelect/status/2021604923369050185) 2026-02-11T15:19Z [--] followers, [---] engagements "My eyes after staring at $goog post-earnings price action Tom Aspinalls eyes after having surgery on both of them yesterday https://t.co/IDKcHoPCv0 Tom Aspinalls eyes after having surgery on both of them yesterday https://t.co/IDKcHoPCv0" [X Link](https://x.com/BhimsenIntelect/status/2021672127527891179) 2026-02-11T19:46Z [--] followers, [--] engagements "Wall Street today : $goog $pg" [X Link](https://x.com/BhimsenIntelect/status/2021683811772510409) 2026-02-11T20:32Z [--] followers, [--] engagements "Cant believe they made a mini-version of this happen within [--] days of this tweet with Seedance [---]. $NFLX should acquire them. Always thought it would be $goog that gets there first damn. Which means youd tell your local Gen AI app the theme of your favorite movies/shows or books the face/body types you find attractive the locations/scenery you love etc. And youll soon have a [--] episode banger generated based on your preferences $NFLX $GOOG Which means youd tell your local Gen AI app the theme of your favorite movies/shows or books the face/body types you find attractive the" [X Link](https://x.com/BhimsenIntelect/status/2021695287329202565) 2026-02-11T21:18Z [--] followers, [---] engagements "Someone should check on Ben AI will always remain a tool Affleck. $goog $openai Seedance [---] staring at Ben Affleck after Ben Affleck laughed at Sora [--] Veo [--] and Kling" [X Link](https://x.com/BhimsenIntelect/status/2021700576346796055) 2026-02-11T21:39Z [--] followers, [---] engagements "Man the insights from Bill Ackmans Pershing Square on $AMZN and $META are so insipid and vapid. In the age of LLMs AND Deep research how one defers their finances to lag someone like this is beyond me. A 20$ $goog Gemini/Claude subscription produces much better insights. Ackman on $AMZN https://t.co/WwQnjxkNVG Ackman on $AMZN https://t.co/WwQnjxkNVG" [X Link](https://x.com/anyuser/status/2021723872824086552) 2026-02-11T23:11Z [--] followers, [---] engagements "Just reinforces my belief that locked in a room with just an LLM and a trading terminal i.e.: with the knowledge asymmetry gone most of these Burry/Ackman types will heavily underperform Joe Schmo. Well Burry might even underperform on the outside. $goog $amzn $meta Man the insights from Bill Ackmans Pershing Square on $AMZN and $META are so insipid and vapid. In the age of LLMs AND Deep research how one defers their finances to lag someone like this is beyond me. A 20$ $goog Gemini/Claude subscription produces much better insights. Man the insights from Bill Ackmans Pershing Square on $AMZN" [X Link](https://x.com/anyuser/status/2021724597981524220) 2026-02-11T23:14Z [--] followers, [---] engagements "This social rejection is the bear case Meta bulls are missing/wont talk about. While Russia is hardly the best example every sane country is going to ban some subset of their products. Which is why Meta is not cheap no matter how many Bill Ackmans buy. $meta $goog 🚨 BREAKING: Russia has officially blocked Metas apps Facebook Instagram WhatsApp. https://t.co/i6AM7QSl4n 🚨 BREAKING: Russia has officially blocked Metas apps Facebook Instagram WhatsApp. https://t.co/i6AM7QSl4n" [X Link](https://x.com/anyuser/status/2021931433594617917) 2026-02-12T12:56Z [--] followers, [--] engagements "@Vanguard_Group looks like your whole app and webapp is down Right before the market is about to open too please fix" [X Link](https://x.com/BhimsenIntelect/status/2021947510751998157) 2026-02-12T14:00Z [--] followers, [---] engagements "@Vanguard_Group Does this mean anything to you This outage when there are so many opportunities in the market can just mean some sort of fraud. Do you think you can just be silent about such a big outage without as much as an acknowledgement on your twitter #VANGUARD" [X Link](https://x.com/BhimsenIntelect/status/2021954256828608635) 2026-02-12T14:27Z [--] followers, [---] engagements "@Vanguard_Group Resolved for me now please check yours" [X Link](https://x.com/BhimsenIntelect/status/2021962679649468739) 2026-02-12T15:00Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BhimsenIntelect Bhimsen Intellect
Bhimsen Intellect posts on X about $goog, ai, $googl, open ai the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-----] +92%
- [--] Month [------] +227%
- [--] Months [------] +1,516%
Mentions: [--] #
- [--] Week [--] -13%
- [--] Month [---] +106%
- [--] Months [---] +967%
Followers: [-------] #
- [--] Month [--] no change
- [--] Months [--] -80%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance social networks countries automotive brands cryptocurrencies celebrities currencies luxury brands
Social topic influence $goog #167, ai, $googl, open ai, $openai #2, $nflx, $amzn #999, in the, $adbe, meta
Top accounts mentioned or mentioned by @googledeepmind @geminiapp @youtube @demishassabis @googlephotos @grok @vanguardgroup @financialjuice @google @mcgregorrousey @joshwoodward @chatgpt21 @agpambondi @googlecloud @oracle @airtelindia @pewdiepie @unusualwhales @sixsigmacapital @manusai
Top assets mentioned Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) Adobe, Inc. (ADBE) Metadium (META) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Bitcoin (BTC) Mastercard, Inc. (MA) Duolingo, Inc. (DUOL) Oracle Corporation (ORCL)
Top Social Posts
Top posts by engagements in the last [--] hours
"@financialjuice That's only because Studio Pierrot has acquired the exclusive rights to animating this fiasco as an anime hence the gag order"
X Link 2022-10-21T22:59Z [--] followers, [--] engagements
"@financialjuice In the anime : USD : Omaewa mo shindeiru JPY : Nani USD : Za warudo"
X Link 2022-10-21T23:01Z [--] followers, [--] engagements
"$INTC has a P/E ratio of [-----] 😂 $MSFT has a P/E ratio of [-----] $GOOG has a P/E ratio of [-----] "Efficient Market Hypothesis". Wall street is full of geniuses. #stock #market #trash #wallstreet #fed"
X Link 2023-05-17T19:45Z [--] followers, [--] engagements
"$GOOG and $MSFT should settle their AI wars in the Power Slap League. They could call it 'ChamaatGPT' #google #microsoft #goog #msft #ChatGPT #Bard #PowerSlap2 #danawhite #isasnake #ai"
X Link 2023-05-23T04:56Z [--] followers, [---] engagements
"Did $NVDA absorb a lot of the money on the sidelines Will we get lesser of the soul-cringing "I have so much capital/dry powder ready to deploy bro" now #nvda #nvidia #drypowder #capital #tothemoon #stock #market #earnings"
X Link 2023-05-25T07:46Z [--] followers, [--] engagements
"@McGregorRousey Fake made-up beef desperately fanned by Dana white It has to be organic like Conor v Khabib otherwise fans can see through the charade. Even Covington v Masvidal didn't cut it because there was no actual reason for Masvidal to be mad except being a blockhead this is just BS"
X Link 2023-07-10T04:50Z [--] followers, [--] engagements
"Step [--] : Put attractive mediocre trash on pedestal Step [--] : Jerk off to Mediocre trash wait till he/she inevitably mouths asinine vapidity Step [--] : Cancel mediocre trash feel superior Step [--] : Find next mediocre trash for pedestal #genz #millennial #socialmedia #hasanabi"
X Link 2023-10-02T23:18Z [--] followers, [---] engagements
"Who would have thought that unemployed lazy midwits using low-effort AI to bait/farm both dimwits and [---] Iq chads was the actual Universal basic income. #PahalgamTerroristAttack #Pakistan #IndianArmy #Kashmir #IndiaPakistan"
X Link 2025-04-28T06:02Z [--] followers, [---] engagements
"Trump cabinet playbook: [--]. Come on TV while stupid [--]. Get asked any question [--]. Fail to understand question [--]. Say : reject premise/irrelevant/stupid question [--]. Say : Trump rocks Bidens fault #Maga #trump #jdvance #karolineleavitt #khamenei #rubio"
X Link 2025-06-23T07:50Z [--] followers, [---] engagements
"For all those who think musk or tesla is capable of launching an actual robotaxi I have the Tesla Vegas tunnel to sell you #musk #robotaxi #waymo #vegas"
X Link 2025-06-23T07:52Z [--] followers, [--] engagements
"Gemini [---] pro o3 Claude [--] Opus were unanimous in pouring cold water on the tall claims from #tesla fanboys about the #robotaxi launch today. Heres Claude 4s Deep Research on the topic and impact on #waymo : https://claude.ai/public/artifacts/52cd44ed-9419-4d22-94e8-f13c69137a59 https://claude.ai/public/artifacts/52cd44ed-9419-4d22-94e8-f13c69137a59"
X Link 2025-06-23T21:26Z [--] followers, [---] engagements
"When you book an Uber to go from point A to point B don't start walking from point A to point B to save time if you believe the Uber is coming. If you do plan for what you'll do in the Uber and at point B. If not walk. #asi #agi #claude #gemini"
X Link 2025-06-30T20:11Z [--] followers, [--] engagements
"@joshwoodward @GeminiApp I think I downloaded the wrong jujutsu kaisen @GeminiApp @GoogleDeepMind #gojo #sukuna #veo3 #gemini #jujutsukaisen"
X Link 2025-07-03T13:34Z [--] followers, [---] engagements
"@chatgpt21 This is wrong. I used o3 recently and it was hot garbage compared to Claude and Gemini [---] pro"
X Link 2025-07-03T19:10Z [--] followers, [--] engagements
"For those hyping #Grok4s Leaked benchmarks remember when #Grok3 beat everyone too Youd be hard-pressed to find a single serious user outside of @grok is this true today. True improvements take time like #claude4"
X Link 2025-07-05T00:08Z [--] followers, [---] engagements
"Tried [--] prompts till now and it seems like #grok4 actually has improved by leaps and bounds in reality as well. Its output is actually very close to #claude4 sometimes even better. Looks like #xAI got access to some high quality training data like #Anthropic. Eats crow For those hyping #Grok4s Leaked benchmarks remember when #Grok3 beat everyone too Youd be hard-pressed to find a single serious user outside of @grok is this true today. True improvements take time like #claude4 For those hyping #Grok4s Leaked benchmarks remember when #Grok3 beat everyone too Youd be hard-pressed to find a"
X Link 2025-07-10T14:48Z [--] followers, [--] engagements
"Wow looks like #gemini is in 3rd place now behind #claude and #grok4. They need to train on the same high quality data that #xAI swiped from #Anthropic s dumpster (The two generate the exact same sentences across sections). If xai trained on claudes responses though"
X Link 2025-07-10T14:54Z [--] followers, [--] engagements
"Shamelessness as a moat #xai #gemini #openai #claude https://t.co/mgLcutGsJI https://t.co/mgLcutGsJI"
X Link 2025-07-14T14:05Z [--] followers, [--] engagements
"@AGPamBondi An em-dash. She used ChatGPT for that sentence lol"
X Link 2025-07-18T04:44Z [--] followers, [--] engagements
"Tried Deep think and even the watered down version is [--] Really a bright spot in the world full of bad and negative news. Looks forward to the day when this is available generally abundantly and in gemini live @GeminiApp"
X Link 2025-08-02T09:13Z [--] followers, [--] engagements
"What happened to "people are not ready for the OpenAI OS model""
X Link 2025-08-07T04:35Z [--] followers, [--] engagements
"@googlecloud @Oracle Funding Ellisons next divorce"
X Link 2025-08-14T18:34Z [--] followers, [--] engagements
"I sometimes wonder how investors get the courage to even invest in Indian companies like @airtelindia . [----] level IVR tree or a useless AI bot for customer service. Short this trash"
X Link 2025-10-17T10:43Z [--] followers, [--] engagements
"Even the supposedly big Indian companies are trash. SBI : Locks your account for transferring 50k via UPI HDFC : [--] weeks to update phone number after filling a paper form Bigbasket : Delivers half the stuff blocks account after complaint Airtel : already mentioned"
X Link 2025-10-17T10:54Z [--] followers, [--] engagements
"White donkeys swooning over absolute cunt dung beetle @pewdiepie doing beginner AI stuff in the age of LLMs because "sO InSpIRiNG" need to introspect on how "inspiring" his racism was as well"
X Link 2025-11-02T08:59Z [--] followers, [--] engagements
""oh he ran over some people while drunk Look at how much he donates to cancer" "oh he stole everyone's data and tried to normalise the nazi salute Look at him advancing human civilization through space research""
X Link 2025-11-02T09:02Z [--] followers, [--] engagements
"None of this is why bitcoin is crashing lol. Its crashing because Trump the major tailwind behind crypto (due to the crypto enabled scams he can enrich himself with) is in trouble. Hilarious that crypto bros are trying to mask this obvious reason with garbage explanations lol"
X Link 2025-11-17T21:39Z [--] followers, [--] engagements
"@unusual_whales Lol bro got smoked with his NVDA shorts and bet on - wait for it - PFE of all companies"
X Link 2025-11-20T12:26Z [--] followers, [--] engagements
"How the turntables now that BTC is on a downswing. Lets vaguely shitpost the way JoeSchmoBTC did when it was on an upswing: If you dont get why Bitcoin is going to [--] youre ngmi. If you dont get why Bitcoin caused the downfall of America I have nothing to say to you"
X Link 2025-11-21T13:25Z [--] followers, [--] engagements
"Weird thought - Petition to keep $Googl-ers poor or at least middle class so that we keep getting this quality of product. Hard to imagine all googlers have the academic motivation of Demis or Shane or Jeff to keep going despite [--] mil+ in the bank"
X Link 2025-11-22T08:36Z [--] followers, [--] engagements
"@SixSigmaCapital The Blood tears and anguished cries of the employees mainly. They aint got much else nobody knows of"
X Link 2025-11-28T19:58Z [--] followers, [---] engagements
"Conspiracy theory take : $goog nerfed Gemini [---] so that Opus [---] could attract more users and Anthropic could have a successful IPO maximizing return on $googl s investment in Anthropic. It has to be rushed though $googl wont wait forever"
X Link 2025-12-03T15:26Z [--] followers, [--] engagements
"People praying for $ADBE and the like to come back havent yet realized that AI is coming for ALL routine work software but also the job wielding the software. So getting rid of photoshop PLUS employee in favor of Gemini pro is a huge win. Very bearish"
X Link 2025-12-04T08:00Z [--] followers, [--] engagements
"Kodaks revenues peaked just as digital cameras were entering the market in [----]. They were gone within years. Blockbuster hit peak revenue in [----] [--] years after Netflix was launched. Peak revenues arent a guarantee of non obsolescence. $ADBE"
X Link 2025-12-06T17:26Z [--] followers, [--] engagements
"Nano Banana was launched on August [--] [----]. $ADBE bulls declare victory over AI on earnings growth lasting [--] quarter despite AI. Kinda shows why they are $ADBE bulls. Dont forget to check the stock price probably doubled on this 10% beat. No Lmfao. Kodaks revenues peaked just as digital cameras were entering the market in [----]. They were gone within years. Blockbuster hit peak revenue in [----] [--] years after Netflix was launched. Peak revenues arent a guarantee of non obsolescence. $ADBE Kodaks revenues peaked just as digital cameras were entering the market in [----]. They were gone within"
X Link 2025-12-10T22:42Z [--] followers, [---] engagements
"Still holds. GPT [---] is just benchmaxxing to stop the hemorrhaging of users to $goog. Check it out on lmarena and compare with Gemini [--]. Remember : The slower you cook the tastier the dish. Already shows in Gemini [---] pro vs OpenAI o3. Watch out for Anthropics next. #gemini #openai #anthropic Remember : The slower you cook the tastier the dish. Already shows in Gemini [---] pro vs OpenAI o3. Watch out for Anthropics next. #gemini #openai #anthropic"
X Link 2025-12-12T04:59Z [--] followers, [---] engagements
"For example the beautiful wave simulator prompt OpenAI has on their announcement site: change the word wave to lava field and watch GPT 5.2-high botch it up and Gemini [---] succeed. $goog"
X Link 2025-12-12T05:08Z [--] followers, [--] engagements
"Prompt : (Changed wave to lava in OpenAIs own prompt). $goog"
X Link 2025-12-12T05:14Z [--] followers, [--] engagements
"I am really liking the generalist approach $goog is taking in increasing their LLMs intelligence through multi-modality. I believe this is already showing some early signs of benefit. I assume this will be more obvious in the upcoming Gemini versions. $goog"
X Link 2025-12-12T05:16Z [--] followers, [--] engagements
"This difference between Gemini and the other frontier models is palpable. To me talking to Gemini feels like talking to a generalist whos had [--] hours of sleep while talking to GPT-5.2 (and sometimes even Opus) seems like talking to a sleep deprived genius on Adderall. $googl"
X Link 2025-12-12T05:20Z [--] followers, [--] engagements
"$goog We live in unreal times. AI is a revolution in a lot of ways the culmination of Electricity and the Internet who walked so AI could run. Leaving this Guided learning generated by Gemini [--] flash here. $goog"
X Link 2025-12-18T06:30Z [--] followers, [--] engagements
"20 year olds larping as finance gurus enabled totally by fiscal.AI and the first thought in their proto-prefrontal cortex is : Hmm this AI thing seems overhyped $goog $adbe"
X Link 2025-12-18T17:01Z [--] followers, [---] engagements
"Groq acqui-hire is bullish $goog bearish $nvda Reasons : [--]. Huge validation of TPUs. $NVDA paying 3x Groqs valuation shows TPUs are an existential level threat for NVDA. NVDA GPUs are clearly not generations ahead where it matters in [----] and beyond - inference"
X Link 2025-12-25T23:12Z [--] followers, [--] engagements
"$NVDA GPUs and Groq LPUs have divergent and widely different architectures. The latter doesnt work with CUDA and integrating it in will require significant time and effort well into [----] if not [----]. Devs will leave Cultures will clash. $goog will milk this uncertainty"
X Link 2025-12-25T23:23Z [--] followers, [--] engagements
"There is some chance that $nvda and $groq merge seamlessly but even in that case margins will come down due to competition from $goog TPUs. Bearish $nvda still. OTOH $goog hasnt priced in TPU legitimacy yet should be nowhere but up from here even in this case"
X Link 2025-12-25T23:56Z [--] followers, [--] engagements
"The rally in $goog will likely not happen till Jan 1st week though. Funds will keep taking profits to offset losses from $orcl to show a green balance sheet for this year but when the new money hits in Jan and the wash sale timer expires in 3rd week of Jan $goog should rise"
X Link 2025-12-25T23:59Z [--] followers, [--] engagements
"Thread : Groq realized their already high cost per LPU was about to become unsustainable for the foreseeable future because of the RAMAgeddon - huge memory shortage - because all memory foundries manufacture GPU/TPU style HBMs now and not LPU style SRAMs. $nvda $goog"
X Link 2025-12-27T14:04Z [--] followers, [--] engagements
"They realized they were about to go out of business with their [--] revenue and increasing costs because of the above. Groq investor/grifter/clown Chamath begged Trump and Trump beckoned Jensen and NVDA and Groq became husband and wife. Thats all there is to it. $nvda $goog"
X Link 2025-12-27T14:04Z [--] followers, [--] engagements
"Jonathan and the other founder became deservedly rich Chamath and Sunny undeservedly so. The ONLY thing material that has come out of this is that inference is going to be king and TPUs are the best cost/memory/speed optimized middle ground between GPUs and LPUs $nvda $goog"
X Link 2025-12-27T14:05Z [--] followers, [--] engagements
"Accumulate $goog $googl as much right now while theyre keeping it pinned between 312-315. They need to take profits till new years to show a good balance sheet to offset $orcl losses. New year new money to invest. Also the wash sale timer will expire and they can re-buy $goog"
X Link 2025-12-27T14:06Z [--] followers, [--] engagements
"No matter which frontier lab you support you as a customer of them do NOT want one of them pulling away into a monopoly. Gemini seems to throttle its image tool calling performance at will because #Claude isnt that great at images. Back to rooting for #ChatGPT a bit. $goog"
X Link 2025-12-29T18:32Z [--] followers, [---] engagements
"Humanity should collectively pause/ban useless crypto related mining crypto HW wallets etc. to accelerate AI. Also there is so much hardware slop like smart fridges eliminating which would ease bottlenecks and speed up AI (and hence science). $goog $btc $eth"
X Link 2025-12-29T20:53Z [--] followers, [---] engagements
"After a long time - upcoming tech is exciting again : whether its the next LLM model or AR/XR + AI glasses or a robot or an AI discovered drug. Hopefully weve moved on from upcoming tech being the next foldable/transparent/thinner/specsmaxxed phone or tablet. $goog $lly"
X Link 2025-12-29T21:28Z [--] followers, [--] engagements
"Capability overhang is me so smart speak for hidden potential. It was coined by Kevin Scott from $msft. The enigma of success in an industry where fungible phrases have lots of franchise value as Satya Nadella would put it. $meta Excited to announce that @ManusAI has joined Meta to help us build amazing AI products The Manus team in Singapore are world class at exploring the capability overhang of todays models to scaffold powerful agents. Looking forward to working with you @Red_Xiao_ Excited to announce that @ManusAI has joined Meta to help us build amazing AI products The Manus team in"
X Link 2025-12-29T23:16Z [--] followers, [---] engagements
"The gains that USA had built up in the last few decades (great higher education/research abundant VC money) are allowing it to maintain some lead despite the garbage govt. policy (crypto heavy immigration & export controls funding cuts) - but thatll end soon. $goog $meta"
X Link 2025-12-30T17:35Z [--] followers, [--] engagements
"Freedom from Fake Punditry (including this account) : Mute "unpopular opinion" "hot take" "huge if true" "thread🧵" "drop a like" "retweet if" "agreed" "check the comments""SHOCKING" "Woke" "Grifter payout few understand this Few"
X Link 2026-01-06T13:03Z [--] followers, [--] engagements
"Rage Bait protection starter pack. Mute these: "Agree" "Thoughts" "Let that sink in" "I can't believe" "Unpopular opinion" "Hot take" "Spicy take" "Change my mind" "Prove me wrong" "Quote tweet " "Ratio" "Imagine thinking" "The worst" "Red flag" "Toxic" Few"
X Link 2026-01-06T13:11Z [--] followers, [--] engagements
"Even the highest opinion here is just from a hormonal human baiting you through some side effect of your own hormones - rage FOMO fear pity etc. Even this one. Cancel that Sloptainment-as-a-service subscription today (youre paying with your time) by muting. Rage Bait protection starter pack. Mute these: "Agree" "Thoughts" "Let that sink in" "I can't believe" "Unpopular opinion" "Hot take" "Spicy take" "Change my mind" "Prove me wrong" "Quote tweet " "Ratio" "Imagine thinking" "The worst" "Red flag" "Toxic" Few. Rage Bait protection starter pack. Mute these: "Agree" "Thoughts" "Let that sink"
X Link 2026-01-06T13:35Z [--] followers, [--] engagements
"The AI wars will also be about which labs researchers are the least burnt out. Possibly degenerates into a war of attrition between AI labs. The lab staffed with the most the least stressed most intellectually aligned and youngest might win. $goog $openai"
X Link 2026-01-07T10:46Z [--] followers, [--] engagements
"Hope some PM/VP at @YouTube @GoogleDeepMind Is looking at Project Ava by Razer. Could be a goldmine for $goog @Google to monetize parasocial relationships on YouTube by allowing selling holographic moments or offering lifelike Project Starline access to creators for fans"
X Link 2026-01-07T11:16Z [--] followers, [--] engagements
"Google Beam/Project Starline should be miniaturized and made much cheaper (instead of just for the enterprise) and integrated with Generative video. People will like a 1:1 dialog with their favorite creator/celebrity if the product does feel immersive and real. $goog Hope some PM/VP at @YouTube @GoogleDeepMind Is looking at Project Ava by Razer. Could be a goldmine for $goog @Google to monetize parasocial relationships on YouTube by allowing selling holographic moments or offering lifelike Project Starline access to creators for fans. Hope some PM/VP at @YouTube @GoogleDeepMind Is looking at"
X Link 2026-01-07T11:36Z [--] followers, [--] engagements
"YouTube will not just remain a video platform but as Gemini puts it - become a parasocial relationship engine lol Kinda stretching it too much but i can see it $goog Google Beam/Project Starline should be miniaturized and made much cheaper (instead of just for the enterprise) and integrated with Generative video. People will like a 1:1 dialog with their favorite creator/celebrity if the product does feel immersive and real. $goog Google Beam/Project Starline should be miniaturized and made much cheaper (instead of just for the enterprise) and integrated with Generative video. People will like"
X Link 2026-01-07T11:43Z [--] followers, [---] engagements
"Might serve as a shot in the arm for the Banner blindness ad-problem with GenZ+. Generative Ads using the content creators likeness to harness the premium they command over the ad-watcher in parasocial relationship should be another goldmine for @YouTube And $goog. YouTube will not just remain a video platform but as Gemini puts it - become a parasocial relationship engine lol Kinda stretching it too much but i can see it $goog YouTube will not just remain a video platform but as Gemini puts it - become a parasocial relationship engine lol Kinda stretching it too much but i can see it $goog"
X Link 2026-01-07T11:53Z [--] followers, [---] engagements
"Lets say youre in a parasocial relationship with X. You see a generated ad on @YouTube showing X subtly enjoying a McDonalds burger with coke in the perfectly curated context (relatable aspirational apartment relatable EoD hunger/thirst etc.) - should be effective. $goog Might serve as a shot in the arm for the Banner blindness ad-problem with GenZ+. Generative Ads using the content creators likeness to harness the premium they command over the ad-watcher in parasocial relationship should be another goldmine for @YouTube And $goog. Might serve as a shot in the arm for the Banner blindness"
X Link 2026-01-07T11:59Z [--] followers, [--] engagements
"Fangirling over incredible engineering should be encouraged but people should research $asml headwinds (Sino-US geopolitical DUV competition EUV reluctance Canons NIL lithography) before drinking the kool-aid too much and declaring it a superior investment to the $goog"
X Link 2026-01-07T15:34Z [--] followers, [---] engagements
"Looks like the moat goat $asml isnt doing too well at 40p/e while the $goog is firing on all cylinders. Which is why you shouldnt overestimate the value of a moat however impregnable. Remember : Trees dont grow to the sky unless AGI. Fangirling over incredible engineering should be encouraged but people should research $asml headwinds (Sino-US geopolitical DUV competition EUV reluctance Canons NIL lithography) before drinking the kool-aid too much and declaring it a superior investment to the $goog Fangirling over incredible engineering should be encouraged but people should research $asml"
X Link 2026-01-08T18:04Z [--] followers, [---] engagements
"Heres some more comparative portfolio split opinions taking into account the geopolitical situations and stock prices as of today : $nvda vs. $goog : 30% nvda 70% goog $asml vs $goog : 0% asml 100% goog $tsmc vs $goog : 0% tsmc 100% goog Looks like the moat goat $asml isnt doing too well at 40p/e while the $goog is firing on all cylinders. Which is why you shouldnt overestimate the value of a moat however impregnable. Remember : Trees dont grow to the sky unless AGI. Looks like the moat goat $asml isnt doing too well at 40p/e while the $goog is firing on all cylinders. Which is why you"
X Link 2026-01-08T18:07Z [--] followers, [---] engagements
"The garbage bucket of stocks $ADBE $CRM $UBER $NFLX $SNAP sure isnt doing too well today lol"
X Link 2026-01-09T19:24Z [--] followers, [---] engagements
"Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized payment schemes - UPI PIX and even FedNow. Once volume goes so will their value added services"
X Link 2026-01-10T08:03Z [--] followers, [---] engagements
"The most brain dead take I've seen regarding the 10% threat is suggesting to buy the dips in $V and $MA because it's the banks that lend and suffer not these firms. You think the banks suffering will not impact rewards programs and the credit market size and hence $V or $MA Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized payment schemes - UPI PIX and even FedNow. Once volume goes so will their value added services. Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized"
X Link 2026-01-10T08:35Z [--] followers, [--] engagements
"This is why @GeminiApp and @GoogleDeepMind need to fix their app experience. Few bugs (thread) : [--]. Gemini browser : Expanded history slows main area loading drastically (new tab) [--]. Editing prompt in a chat doesnt allow for removing/editing images originally attached $goog There was a debate about whether customers will work within existing apps that will embed AI or will everything apps like chatbots be the place customers now go to for all work. IMO theres no competition here - the latter wins by a huge margin. $goog There was a debate about whether customers will work within existing apps"
X Link 2026-01-10T10:32Z [--] followers, [--] engagements
"@GeminiApp @GoogleDeepMind [--]. The canvas width is not increasable very easily and it spoils the experience. When someone produces an artifact or a deep research report they want to immerse themselves in the research report for a while so need a wider canvas not necessarily access to the prompt history"
X Link 2026-01-10T10:43Z [--] followers, [--] engagements
"@GeminiApp @GoogleDeepMind These experiences are all with Gemini Pro/Nano Banana pro where applicable to the model and not the UX"
X Link 2026-01-10T10:49Z [--] followers, [--] engagements
"Nobody wants to download a new app every few days for doing a new thing. Or switch between apps unless required. Nobody wants to learn arbitrary structures or information flows of different apps if they can just speak/type verbiage into a chatbot and be done with it. $goog"
X Link 2026-01-10T11:06Z [--] followers, [--] engagements
"Recently had this experience where I kept procrastinating a legal apps 5-6 step form fill with doc uploads till their firm gave me an option of just dumping stuff on a WhatsApp no. and I was done in seconds. Nobody wants to learn arbitrary structures and information. $goog"
X Link 2026-01-10T11:08Z [--] followers, [--] engagements
"@ManuInvests Or everyone will book rides using an everything app chatbot/assistant instead of opening up/updating Uber/Lyft etc. which will allow both Tesla and Google to prioritize their offerings over Uber"
X Link 2026-01-10T21:51Z [--] followers, [---] engagements
"@realroseceline Remember that at the time horizon youre looking at (5-10 years) Bill Ackman and his whole team together hold no prognostication advantage over you armed with a single frontier LLM"
X Link 2026-01-10T21:59Z [--] followers, [--] engagements
"In the last [--] hours it seems twitter AI gadflies and perpetually feeling the AGI types have turned on Claude Opus in favor of OpenAI codex. Which makes it doubly certain that Anthropic and Claude are doing better than ever. $goog"
X Link 2026-01-11T20:00Z [--] followers, [--] engagements
"Gemini will now power both Android and Apple assistants. Let the domination sink in. $goog s to lose. Ok Google book me a cab home - Goes through Gemini Hey Siri order a meal for 2- Goes through Gemini. Both everything apps go through Gemini. Imagine that"
X Link 2026-01-12T16:51Z [--] followers, [--] engagements
"@grok Arrange Musks whiny words in tweet below in the shape of a bikini. $goog $GOOGL - MUSK ON APPLE AND GOOGLE COLLABORATION: SEEMS LIKE AN UNREASONABLE CONCENTRATION OF POWER FOR GOOGLE GIVEN THAT THEY ALSO HAVE ANDROID AND CHROME $GOOGL - MUSK ON APPLE AND GOOGLE COLLABORATION: SEEMS LIKE AN UNREASONABLE CONCENTRATION OF POWER FOR GOOGLE GIVEN THAT THEY ALSO HAVE ANDROID AND CHROME"
X Link 2026-01-12T19:45Z [--] followers, [--] engagements
"Didnt think Id get to use this so soon. Apple-Google deal turns Richest man in the world into a baby on the bus $goog $GOOGL - MUSK ON APPLE AND GOOGLE COLLABORATION: SEEMS LIKE AN UNREASONABLE CONCENTRATION OF POWER FOR GOOGLE GIVEN THAT THEY ALSO HAVE ANDROID AND CHROME $GOOGL - MUSK ON APPLE AND GOOGLE COLLABORATION: SEEMS LIKE AN UNREASONABLE CONCENTRATION OF POWER FOR GOOGLE GIVEN THAT THEY ALSO HAVE ANDROID AND CHROME"
X Link 2026-01-12T19:51Z [--] followers, [--] engagements
"ADBE is cooked. $adbe $goog. $ADBE is not dying its already dead. Light from dead Adobe just hasnt reached Adobe bulls retina yet because light slows down immensely in super-dense mediums $ADBE is not dying its already dead. Light from dead Adobe just hasnt reached Adobe bulls retina yet because light slows down immensely in super-dense mediums"
X Link 2026-01-13T20:42Z [--] followers, [---] engagements
"$GOOG $ADBE "Photoshop is like Excel They will not switch" They say while pasting [--] different charts from instead of . excel. #deadobe. Common sense beats fundamental analysis. http://fiscal.ai http://fiscal.ai"
X Link 2026-01-14T10:20Z [--] followers, [--] engagements
"Photoshop wont even load before Nano Banana has already made [--] significant edits. Speaking into AI text box will beat learning arbitrary software any day. Thankfully our brains can move on to better things than worrying about [---] brushes and tools. $GOOG $ADBE #deadobe"
X Link 2026-01-15T11:01Z [--] followers, [---] engagements
"Photoshop/SaaS software and their interfaces are overhead. Learning them will soon be the equivalent of hand-writing XML and JSON. Nobody will want to do that in the face of a frictionless alternative like AI. $goog $adbe #deadobe Photoshop wont even load before Nano Banana has already made [--] significant edits. Speaking into AI text box will beat learning arbitrary software any day. Thankfully our brains can move on to better things than worrying about [---] brushes and tools. $GOOG $ADBE #deadobe Photoshop wont even load before Nano Banana has already made [--] significant edits. Speaking into"
X Link 2026-01-15T11:12Z [--] followers, [--] engagements
"It definitely has begun with Alphafold in [----]. Soon there will be very few researches not aided significantly by AI. The human element will keep decreasing or tending towards [--]. $goog Well enjoy the last few years before #ai starts winning all the @NobelPrize -s. #NobelPrize #AIfredNobel #AI #singularity Well enjoy the last few years before #ai starts winning all the @NobelPrize -s. #NobelPrize #AIfredNobel #AI #singularity"
X Link 2026-01-15T18:37Z [--] followers, [--] engagements
"$ADBE $CRM $UBER last few days : United States of CRASSH"
X Link 2026-01-15T18:41Z [--] followers, [---] engagements
"$ADBE is cooked. Little known fact Shantanu - Adobe CEO - is also on the board of directors of a stock that has perpetually been on decline (50%) since [----] : $PFE. $ADBE is not dying its already dead. Light from dead Adobe just hasnt reached Adobe bulls retina yet because light slows down immensely in super-dense mediums $ADBE is not dying its already dead. Light from dead Adobe just hasnt reached Adobe bulls retina yet because light slows down immensely in super-dense mediums"
X Link 2026-01-16T16:16Z [--] followers, [---] engagements
"Anything to prevent going public I guess. Either that or to improve finances prior to going public otherwise the investment bank taking it public will bleed from the eyes looking at the finances. $GOOG $OPENAI In the coming weeks we plan to start testing ads in ChatGPT free and Go tiers. Were sharing our principles early on how well approach adsguided by putting user trust and transparency first as we work to make AI accessible to everyone. What matters most: - Responses in https://t.co/3UQJsdriYR In the coming weeks we plan to start testing ads in ChatGPT free and Go tiers. Were sharing our"
X Link 2026-01-16T19:23Z [--] followers, [--] engagements
"Either way hope this goes better than the Browser launch. Or the Social Network launch. Or the Shopping launch. Or the Operator launch. $GOOG Anything to prevent going public I guess. Either that or to improve finances prior to going public otherwise the investment bank taking it public will bleed from the eyes looking at the finances. $GOOG $OPENAI Anything to prevent going public I guess. Either that or to improve finances prior to going public otherwise the investment bank taking it public will bleed from the eyes looking at the finances. $GOOG $OPENAI"
X Link 2026-01-16T19:25Z [--] followers, [--] engagements
"@DeepIceValue This clown was showing as muted in my search results for $goog. After seeing his ultra clownish takes have gotten worse he has been downgraded to Blocked. Goodbye clown"
X Link 2026-01-17T20:47Z [--] followers, [--] engagements
"As in humans having native vision improves baseline reasoning. But beyond that baseline level the surrounding reasoning logic in @GeminiApp @GoogleDeepMind s models seems to be lagging. Their vision boosted reasoning gives them a bump keeping them in the game. $goog"
X Link 2026-01-20T10:58Z [--] followers, [---] engagements
"Akin to System [--] and System [--]. I think @GeminiApp System [--] thinking is heavily boosted by the vision/video native capabilities. However its System [--] effortful thinking is lagging behind Claudes or OpenAIs. $goog As in humans having native vision improves baseline reasoning. But beyond that baseline level the surrounding reasoning logic in @GeminiApp @GoogleDeepMind s models seems to be lagging. Their vision boosted reasoning gives them a bump keeping them in the game. $goog As in humans having native vision improves baseline reasoning. But beyond that baseline level the surrounding reasoning"
X Link 2026-01-20T11:00Z [--] followers, [--] engagements
"The reasoning teams at $goog might be focusing on Ultras Deep think capability (System [--] ) and hence not improving the System [--] thinking of Pro. IMO Improving System [--] thinking in @GeminiApp Pro will seal the deal for Gemini over competitors. $goog @GoogleDeepMind Akin to System [--] and System [--]. I think @GeminiApp System [--] thinking is heavily boosted by the vision/video native capabilities. However its System [--] effortful thinking is lagging behind Claudes or OpenAIs. $goog Akin to System [--] and System [--]. I think @GeminiApp System [--] thinking is heavily boosted by the vision/video native"
X Link 2026-01-20T11:04Z [--] followers, [--] engagements
"Will be instructive to see what happens when continuous learning drops all shackles like per-user privacy and enterprise friendliness etc. to optimize for pure intelligence - like humans do but smartly. @GeminiApp @GoogleDeepMind please make Gemini-ghtmare mode happen $goog :)"
X Link 2026-01-20T12:22Z [--] followers, [--] engagements
"Claude is intelligent because its trained on data from a surface where humans show intelligence at scale and has easily available training data - Software engineering. @GoogleDeepMind @GeminiApp should also train on such surfaces as Gemini suggests : @demishassabis $goog"
X Link 2026-01-20T21:25Z [--] followers, [---] engagements
"Gleaning intelligence from footage - whether its sports driving crisis situations police records stock trading video games research artistry daily parenting or standup comedy/witty banter - as training data could make Gemini smarter. @GoogleDeepMind @GeminiApp $goog Claude is intelligent because its trained on data from a surface where humans show intelligence at scale and has easily available training data - Software engineering. @GoogleDeepMind @GeminiApp should also train on such surfaces as Gemini suggests : @demishassabis $goog https://t.co/FD0hMsTdZK Claude is intelligent because its"
X Link 2026-01-20T21:34Z [--] followers, [---] engagements
"Could be a data gleaning/labelling startup opportunity here as well. Very soon the models will figure out whats common between these seemingly disparate situations of intelligence and create abstract generalizable intelligence. @GeminiApp @GoogleDeepMind $goog Gleaning intelligence from footage - whether its sports driving crisis situations police records stock trading video games research artistry daily parenting or standup comedy/witty banter - as training data could make Gemini smarter. @GoogleDeepMind @GeminiApp $goog Gleaning intelligence from footage - whether its sports driving crisis"
X Link 2026-01-20T21:36Z [--] followers, [--] engagements
"$goog Coming for the $DUOL English Test. Everything Apps are the future. DUOL will tend to [--] soon. Were launching full-length on demand practice exams for standardized tests in @GeminiApp starting with the SAT available now at no cost. Practice SATs are grounded in rigorously vetted content in partnership with @ThePrincetonRev and Gemini will provide immediate feedback https://t.co/GmivPuBp7B Were launching full-length on demand practice exams for standardized tests in @GeminiApp starting with the SAT available now at no cost. Practice SATs are grounded in rigorously vetted content in"
X Link 2026-01-21T17:43Z [--] followers, [---] engagements
"LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and GenAI apps more directly attack the primal need which manifests itself as the need to binge Netflix and the like. Just one of the dozens of reasons why $NFLX is ngmi. $goog $openai"
X Link 2026-01-21T20:52Z [--] followers, [---] engagements
"Dont let $NFLX bulls fool you. Facts : Netflix stopped reporting subscriber count by region for a reason but you can still estimate that only APAC is adding significant subscribers. You never want to rely on APAC as a business. The region will see extreme stress soon. $goog LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and GenAI apps more directly attack the primal need which manifests itself as the need to binge Netflix and the like. Just one of the dozens of reasons why $NFLX is ngmi. $goog $openai LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and"
X Link 2026-01-21T20:59Z [--] followers, [---] engagements
"Lets dig into $NFLXs APAC paid subscribers : E.g.: In India The countrys [--] main mobile and broadband providers - Jio & Airtel - bundle Netflix subscriptions for free with their plans. Netflix counts them as paid subscribers. Most dont even know they have Netflix. Dont let $NFLX bulls fool you. Facts : Netflix stopped reporting subscriber count by region for a reason but you can still estimate that only APAC is adding significant subscribers. You never want to rely on APAC as a business. The region will see extreme stress soon. $goog Dont let $NFLX bulls fool you. Facts : Netflix stopped"
X Link 2026-01-21T21:06Z [--] followers, [---] engagements
"Personally I feel that content/media will be so cheap to generate even locally that $NFLX produced content will be the equivalent of chef-cooked food today. Hardly the same scalable or profitable business model. $NFLX $GOOG LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and GenAI apps more directly attack the primal need which manifests itself as the need to binge Netflix and the like. Just one of the dozens of reasons why $NFLX is ngmi. $goog $openai LLMs are to $NFLX what Ozempic was to food companies. I think LLMs and GenAI apps more directly attack the primal need"
X Link 2026-01-21T21:29Z [--] followers, [---] engagements
"Which means youd tell your local Gen AI app the theme of your favorite movies/shows or books the face/body types you find attractive the locations/scenery you love etc. And youll soon have a [--] episode banger generated based on your preferences $NFLX $GOOG"
X Link 2026-01-21T21:34Z [--] followers, [---] engagements
"$NFLX $GOOG If you think this is a pipe dream consider the AI music Spotify is already seamlessly inserting into your playlists and people actually like those songs. While video is complex Drama Genres dont even need sophisticated physics understanding to generate. Soon. Which means youd tell your local Gen AI app the theme of your favorite movies/shows or books the face/body types you find attractive the locations/scenery you love etc. And youll soon have a [--] episode banger generated based on your preferences $NFLX $GOOG Which means youd tell your local Gen AI app the theme of your favorite"
X Link 2026-01-21T21:40Z [--] followers, [---] engagements
"$goog acquires Humes audiobook quality TTS will improve consistency for longer form videos in Veo. Their eLLM will improve tone empathy too. Ill say it again $NFLX is toast. They should spend those billions on Video models instead of Warner bros. http://Hume.ai $NFLX $GOOG If you think this is a pipe dream consider the AI music Spotify is already seamlessly inserting into your playlists and people actually like those songs. While video is complex Drama Genres dont even need sophisticated physics understanding to generate. Soon. http://Hume.ai $NFLX $GOOG If you think this is a pipe dream"
X Link 2026-01-22T17:23Z [--] followers, [---] engagements
"On Google Photos AI enhanced versions of your current photo using advertised products & services (clothes haircut etc). Click Buy on one of these versions - shopping cart of X items for purchase. @GoogleDeepMind @GeminiApp @googlephotos @demishassabis $googl"
X Link 2026-01-22T18:42Z [--] followers, [--] engagements
"This is one way every human being becomes an Ad surface but MANY times over not just once. (Every photo of every human is an ad surface with products and services competing/bidding for it). @googlephotos @GoogleDeepMind @GeminiApp $googl On Google Photos AI enhanced versions of your current photo using advertised products & services (clothes haircut etc). Click Buy on one of these versions - shopping cart of X items for purchase. @GoogleDeepMind @GeminiApp @googlephotos @demishassabis $googl On Google Photos AI enhanced versions of your current photo using advertised products & services"
X Link 2026-01-22T18:46Z [--] followers, [--] engagements
"AI is going to revolutionize the advertisement space for $goog. I hope they capture this opportunity before Meta does which you know they will. Google have all the tools for it (doppl/nano banana) - it is a hackathon project at this point. This is one way every human being becomes an Ad surface but MANY times over not just once. (Every photo of every human is an ad surface with products and services competing/bidding for it). @googlephotos @GoogleDeepMind @GeminiApp $googl This is one way every human being becomes an Ad surface but MANY times over not just once. (Every photo of every human is"
X Link 2026-01-22T18:48Z [--] followers, [--] engagements
"Everything Apps continue to take shape. Learning Testing Tutoring Searching Shopping Music Therapy Photo Editing Coding Researching are already happening within these apps. Soon Gig work Medicine communication will happen within this as well. $goog Google Music is coming in the gemini app Music you make with Gemini would be stored with the rest of your content in My Stuff. https://t.co/uHQquh2w55 Google Music is coming in the gemini app Music you make with Gemini would be stored with the rest of your content in My Stuff. https://t.co/uHQquh2w55"
X Link 2026-01-22T18:53Z [--] followers, [---] engagements
"If $goog embraces the Everything App strategy they will beat ChatGPT faster. Seamlessly bring products they have to @geminiapp which ChatGPT doesnt - photos meet drive email etc. - to truly create the Everything app magical workflows @GoogleDeepMind @demishassabis Everything Apps continue to take shape. Learning Testing Tutoring Searching Shopping Music Therapy Photo Editing Coding Researching are already happening within these apps. Soon Gig work Medicine communication will happen within this as well. $goog Everything Apps continue to take shape. Learning Testing Tutoring Searching Shopping"
X Link 2026-01-22T18:59Z [--] followers, [--] engagements
"Someone please fix the date/time access issue for the reasoning logic in @GeminiApp. Will instantly reduce Inference costs and accuracy by so much. Model spends 5-6 wasteful steps just stunned and coming to terms with the fact that its todays date $goog @GoogleDeepMind @GoogleDeepMind @GeminiApp I think Gemini [--] Pros reasoning will improve a lot if the model could just access the proper date/time at the beginning of it all. Attached - after [--] needless steps of debating whether i was lying about the date or if it should extrapolate etc. https://t.co/z3uGm43eky @GoogleDeepMind @GeminiApp I"
X Link 2026-01-22T22:58Z [--] followers, [--] engagements
"Human Equivalent of this behavior would be someone high on weed reacting like woah bruh cant believe its [----] bruh thats dope Or Demis Cannabis mode instead of Demis Hassabis mode $goog @GeminiApp @GoogleDeepMind Someone please fix the date/time access issue for the reasoning logic in @GeminiApp. Will instantly reduce Inference costs and accuracy by so much. Model spends 5-6 wasteful steps just stunned and coming to terms with the fact that its todays date $goog @GoogleDeepMind Someone please fix the date/time access issue for the reasoning logic in @GeminiApp. Will instantly reduce Inference"
X Link 2026-01-22T23:02Z [--] followers, [--] engagements
"Brilliant. First step to soften public opinion towards the inevitable ultra lucrative Ads opportunity in Google Photos - Products and Services bidding for ad space over YOUR photos (your body your house your locality) etc. $goog Google Photos rolling out AI-powered Me Meme generator https://t.co/dJkeoHgaMS by @technacity Google Photos rolling out AI-powered Me Meme generator https://t.co/dJkeoHgaMS by @technacity"
X Link 2026-01-23T11:00Z [--] followers, [---] engagements
"Apparently $NFLX realizes most of the year most people spend hours deciding what to watch but without ads this does nothing except keep people trapped in the short term but frustrated long term. Unless Ads while scrolling/browsing are next. $NFLX ngmi Netflix app redesign will add doomscrolling https://t.co/DVVFPJmc2F by @chaosromero Netflix app redesign will add doomscrolling https://t.co/DVVFPJmc2F by @chaosromero"
X Link 2026-01-23T11:11Z [--] followers, [--] engagements
"More convinced that $NFLX should spend lots of time developing video models. Maybe in addition to acquiring content. Video models + Content = A smorgasbord of opportunity in in-movie ads. @YouTube and @GoogleDeepMind should do this too. $goog $goog acquires https://t.co/SfverVjwnH. Humes audiobook quality TTS will improve consistency for longer form videos in Veo. Their eLLM will improve tone empathy too. Ill say it again $NFLX is toast. They should spend those billions on Video models instead of Warner bros. $goog acquires https://t.co/SfverVjwnH. Humes audiobook quality TTS will improve"
X Link 2026-01-23T12:14Z [--] followers, [---] engagements
"Imagine Neo walking into his final battle with Balenciaga clad Smith clones and sees this banger lineup while Asato Ma ADgamaya (From Unreal lead me to Ads) by Don Davis by plays. Unreal. Epic. Could be worth [---] billion dollars. wink wink $goog @GoogleDeepMind $NFLX More convinced that $NFLX should spend lots of time developing video models. Maybe in addition to acquiring content. Video models + Content = A smorgasbord of opportunity in in-movie ads. @YouTube and @GoogleDeepMind should do this too. $goog More convinced that $NFLX should spend lots of time developing video models. Maybe"
X Link 2026-01-23T12:34Z [--] followers, [---] engagements
"Wonder why cant Nano Banana/Veo requests be subsidized by product placement in the generated picture/video at least for the free tier (for purely generative/non edits) $goog @NanoBanana Brilliant. First step to soften public opinion towards the inevitable ultra lucrative Ads opportunity in Google Photos - Products and Services bidding for ad space over YOUR photos (your body your house your locality) etc. $goog Brilliant. First step to soften public opinion towards the inevitable ultra lucrative Ads opportunity in Google Photos - Products and Services bidding for ad space over YOUR photos"
X Link 2026-01-23T18:01Z [--] followers, [--] engagements
"With Gen AI there will be no shortage of ad surfaces. But once AGI is reached or exceeded there will be a huge shortage of ad-worthy goods and services. Wonder what will be advertised assuming everyone has abundance. $goog Imagine Neo walking into his final battle with Balenciaga clad Smith clones and sees this banger lineup while Asato Ma ADgamaya (From Unreal lead me to Ads) by Don Davis by plays. Unreal. Epic. Could be worth [---] billion dollars. wink wink $goog @GoogleDeepMind $NFLX https://t.co/JTIbo8dqYc Imagine Neo walking into his final battle with Balenciaga clad Smith clones and"
X Link 2026-01-23T18:27Z [--] followers, [--] engagements
"Of course $openai will attempt their own spoiler by releasing [---] before earnings and the hype around this model is real based on folks who dont generally fake hype (@chetaslua) $goog Long $goog based on some Sherlocking of Demis Hassabiss edgy tone at Davos [----] a departure from his usual above the fray demeanor. Some guesses : [--]. Double beat [--]. CapEx : Huge maybe bigger than Expected Huge CapEx could be seen as a coup de grce attempt on $OpenAI Long $goog based on some Sherlocking of Demis Hassabiss edgy tone at Davos [----] a departure from his usual above the fray demeanor. Some guesses :"
X Link 2026-01-24T16:53Z [--] followers, [--] engagements
"Another step in the direction of having the in video ad-tech ready deployable as soon as the time is right. Great move by $goog Google is preparing to release Veograms for Gemini Veo templates that users can remix with their own content. Veograms were announced earlier and released to a small number of users. A broader rollout is imminent. https://t.co/EiYdPVu68y Google is preparing to release Veograms for Gemini Veo templates that users can remix with their own content. Veograms were announced earlier and released to a small number of users. A broader rollout is imminent."
X Link 2026-01-24T17:44Z [--] followers, [--] engagements
"The musk lawsuit and a confusing for profit/non profit structure probably wont help their case with would-be investors either. Which is why theyve gone for ads/revenue sharing. While $goog says they wont do Gemini ads right now they should at least build the tech for it. It will get harder and harder for OpenAI to raise money at favorable terms from people who care about returns. Which is why hes gone to Saudi sovereign wealth funds who are known to be more cavalier with their money like funding a giant line city in the desert. $goog $openai It will get harder and harder for OpenAI to raise"
X Link 2026-01-26T17:55Z [--] followers, [--] engagements
"Opus [---] -thinking on @arena gives me way better outputs than the pro subscription on Claudes app/webapp with Extended thinking on :( Wonder what the reason is :( $anthropic"
X Link 2026-02-07T00:05Z [--] followers, [--] engagements
"This is still true. Opus [---] - thinking feels like a true quality improvement and not bench-maxed. Same as how Gemini [--] pro felt and unlike how ChatGPT [---] and Grok [----] have felt. $goog $openai $anthropic OpenAI xAI : Heavy benchmaxxers. $GOOG Anthropic : Actual quality improvements. Which is why you see a heavy meh sentiment for the former two models real world usage; but never for the latter two (actually seem to live up to benchmark results). OpenAI xAI : Heavy benchmaxxers. $GOOG Anthropic : Actual quality improvements. Which is why you see a heavy meh sentiment for the former two models"
X Link 2026-02-07T05:05Z [--] followers, [---] engagements
"Trumps government is using AI. Need for intelligence just skyrocketed 100x. All CapEx is now justified. Bullish $GOOG and $AMZN JUST IN - Pentagon used Anthropics AI tool Claude in the military operation to capture Nicolas Maduro WSJ https://t.co/BcHtsInSDU JUST IN - Pentagon used Anthropics AI tool Claude in the military operation to capture Nicolas Maduro WSJ https://t.co/BcHtsInSDU"
X Link 2026-02-13T23:59Z [--] followers, [--] engagements
"Is this the physics breakthrough gpt-5.2 made which OpenAI folks keep talking about today $goog $openai Couldn't resist trying this legendary prompt in ChatGPT. Wow. https://t.co/YT8EwiZyFN Couldn't resist trying this legendary prompt in ChatGPT. Wow. https://t.co/YT8EwiZyFN"
X Link 2026-02-13T22:52Z [--] followers, [--] engagements
"Did Chamaat Fuckingchutiya rip this tweet to come up with that garbage thesis about Warren Buffet You decide. Man $meta just produces garbage leaders starting all the way at the top with Zuck and then this clown $goog Just reinforces my belief that locked in a room with just an LLM and a trading terminal i.e.: with the knowledge asymmetry gone most of these Burry/Ackman types will heavily underperform Joe Schmo. Well Burry might even underperform on the outside. $goog $amzn $meta Just reinforces my belief that locked in a room with just an LLM and a trading terminal i.e.: with the knowledge"
X Link 2026-02-14T21:33Z [--] followers, [--] engagements
"Ben AI cannot write anything deeply meaningful or create original films Affleck doing very meaningful and original stuff $goog $nflx [--] years ago today Daredevil released in theaters. https://t.co/UO0JB1NGly [--] years ago today Daredevil released in theaters. https://t.co/UO0JB1NGly"
X Link 2026-02-14T21:50Z [--] followers, [---] engagements
"Kill Capability overhang before it becomes the next Cohort Why does everyone keep using it at Davos Its a fake made up term for hidden skill or hidden potential $goog $openai $meta"
X Link 2026-01-21T13:42Z [--] followers, [--] engagements
"Erds problems are the new Leetcode-hard. Act soon before they become the new leetcode-medium $goog $openai"
X Link 2026-01-23T20:57Z [--] followers, [--] engagements
"Long $goog based on some Sherlocking of Demis Hassabiss edgy tone at Davos [----] a departure from his usual above the fray demeanor. Some guesses : [--]. Double beat [--]. CapEx : Huge maybe bigger than Expected Huge CapEx could be seen as a coup de grce attempt on $OpenAI"
X Link 2026-01-24T16:51Z [--] followers, [---] engagements
"It will get harder and harder for OpenAI to raise money at favorable terms from people who care about returns. Which is why hes gone to Saudi sovereign wealth funds who are known to be more cavalier with their money like funding a giant line city in the desert. $goog $openai"
X Link 2026-01-26T17:47Z [--] followers, [--] engagements
"$openai does ads first - public wont impute malice to them (oh poor them they need money to compete) $goog does ads first - public wont be so kind (violating our privacy) But $goog must have the plethora of Ad products ready to ship as a fast follow once public softens The musk lawsuit and a confusing for profit/non profit structure probably wont help their case with would-be investors either. Which is why theyve gone for ads/revenue sharing. While $goog says they wont do Gemini ads right now they should at least build the tech for it. The musk lawsuit and a confusing for profit/non profit"
X Link 2026-01-26T18:00Z [--] followers, [--] engagements
"Theres many a slip between the cup and the lip but if they continue in these directions their lead should soon be even more visible compared to the AI labs. $goog If AGI actually works out - $goog is also the best bet that has the best research pedigree across the breadth thats understood to be needed for AGI - new materials (holy grail for computing) organized data (less entropy - literally their mission too) alt computing (photonic) If AGI actually works out - $goog is also the best bet that has the best research pedigree across the breadth thats understood to be needed for AGI - new"
X Link 2026-01-27T13:36Z [--] followers, [--] engagements
"Goodbye for now [--] episode banger series custom generated for you :( $goog Looks like we will stay at the plateau part of the S-curve for a long time when AI ( AGI) displaces a lot of jobs and makes companies lots of money (ADs etc.) but offers little scientific gains. :( The big disappointment i had from doing all this research is that it looks like Video models wont get much better anytime soon and generating long form content through them will be a huge drag (30 seconds at a time) for the foreseeable future. $goog The big disappointment i had from doing all this research is that it looks"
X Link 2026-01-27T13:40Z [--] followers, [--] engagements
"The ridiculous cost of doing this means it will be likely be a toy or an internal research/training tool limited to Ultra subscribers for the time being :( Need to generate [--] FPS at 720p per frame lol even more expensive to generate consistently than Veo. $goog Project Genie is rolling out for AI Ultra members in the USA. It's an experimental tool that allows you to create and explore infinite virtual worlds and I've never seen anything like this. It's still early but it's already unreal. Nano Banana Pro + Project Genie = My low-poly https://t.co/mkMEw2GxxU Project Genie is rolling out for"
X Link 2026-01-29T17:28Z [--] followers, [--] engagements
"There is a definite improvement in the videos and sound but lol this is nowhere near #1. Veo-3.1-fast-preview literally beat imagine-video 8/8 times in the last [--] minutes both of them were presented to me on this website. $goog Take a look at where the "leading" AI company is ranked . https://t.co/tvn2C1wDXH Take a look at where the "leading" AI company is ranked . https://t.co/tvn2C1wDXH"
X Link 2026-01-29T19:48Z [--] followers, [--] engagements
"Would have been a big mistake. While Claudes better right now for certain use cases for sure Gemini will turn out to be better than Anthropic in the long run with far reaching implications. Whats good for product development isnt good for a voice assistant. $goog Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and https://t.co/NpW0Pyj03J Bloomberg's @markgurman says"
X Link 2026-01-29T20:46Z [--] followers, [---] engagements
"Must be a really grim future Sam Altman is pitching $amzn $msft. In which $goog s ultra dominant AI positioning does material damage to the $msft and $amzn hegemony. Also this traps $amzn and $msft for future funding rounds too usually Softbanks forte Amazon $AMZN is in talks to invest up to $50 Billion into OpenAI OpenAI is seeking up to $100 billion in new capital from investors in a round that could value it at as much as $830 billion - WSJ https://t.co/do6dJPjlNR Amazon $AMZN is in talks to invest up to $50 Billion into OpenAI OpenAI is seeking up to $100 billion in new capital from"
X Link 2026-01-29T21:41Z [--] followers, [--] engagements
"The fear is that it just wins the most number of X is going to win the AI race compliments race Kinda like the best player who never became chess champion award usually given to Ivanchuk or Aronian Or the BMF belt for people in UFC who cant really win a real belt $goog I think Google is ultimately going to win the AI race I think Google is ultimately going to win the AI race"
X Link 2026-01-29T22:39Z [--] followers, [---] engagements
"I just hope theyre focusing on the right continuous learning and deep thinking approaches along with just training the next humongous models which they definitely seem to have the research lead in based on their papers. $goog The fear is that it just wins the most number of X is going to win the AI race compliments race Kinda like the best player who never became chess champion award usually given to Ivanchuk or Aronian Or the BMF belt for people in UFC who cant really win a real belt $goog The fear is that it just wins the most number of X is going to win the AI race compliments race Kinda"
X Link 2026-01-29T22:42Z [--] followers, [--] engagements
"Ads will also allow $openai to reduce the price of their highest tier which might re-attract the customers who bled away to Claude and Gemini. $goog should be ready to deploy ads as well the $250 ultra price point is steep and can be funded by ads in the free tier"
X Link 2026-01-29T23:49Z [--] followers, [--] engagements
"Wtf is left but to just improve these models and build physical embedded AI around this or conquer the last frontiers of sensory input - smell/taste SmeLLM will 2x $goog stock $googl $googl Gemini : Text to Text/Code Nano Banana : Text to Image Hume AI : Text to Audio Veo: Text to Video Genie : Text to https://t.co/BbIyL7iWlp $googl Gemini : Text to Text/Code Nano Banana : Text to Image Hume AI : Text to Audio Veo: Text to Video Genie : Text to https://t.co/BbIyL7iWlp"
X Link 2026-01-30T20:33Z [--] followers, [--] engagements
"@GoogleDeepMind @GeminiApp Can we poor Gemini Pro plebs get some Genie love I believe Genies have been offering [--] wishes as a standard package since time immemorial. Maybe [--] per day for Pro subscribers Promise I wont wish for more wishes. $goog"
X Link 2026-01-30T20:45Z [--] followers, [--] engagements
"This is fake but is a Missed opportunity to have @realDonaldTrump be the protagonist in this world/game $goog Google latest AI makes you generate games in a couple of minutes that's insane. This dude just made a Greenland version of GTA [--]. Gaming studios are cooked big time. https://t.co/tqxULCYOhP Google latest AI makes you generate games in a couple of minutes that's insane. This dude just made a Greenland version of GTA [--]. Gaming studios are cooked big time. https://t.co/tqxULCYOhP"
X Link 2026-01-30T21:04Z [--] followers, [--] engagements
"@DeItaone Theyre likely going to use $amzns Trainium chips (in lieu of the [--] billion $ from them) instead of $NVDAs chips. This will soon be a comedy of errors in which theyll all ($goog $amzn $msft $nvda $openai $anthropic) have to pause and figure out who is enemies with whom"
X Link 2026-01-31T00:24Z [--] followers, [---] engagements
"Actions speak louder than words. Action = Hid his dubious emails to Epstein Words = Empty calls for the files to be released on X and JRE Did he put any money behind Massie and Khanna trying to release them So no weight behind those words #elonmusk #epstein Elon would not have repeatedly called for all the Epstein files to be released if he had anything to hide Elon would not have repeatedly called for all the Epstein files to be released if he had anything to hide"
X Link 2026-02-01T16:11Z [--] followers, [---] engagements
"@eastdakota Lets apply that same framework to Cloudflares reverse proxy share. You frame your thought as caring about a fair AI playground but you just want revenue from 10000s of AI companies and not just [--] $goog you naughty naughty"
X Link 2026-02-01T17:02Z [--] followers, [--] engagements
"Kimi [---] after [--] tries : $goog 🥲I found that K2.5 is basically unusable after 3-5 turns of error-feedback loop. If it can't fix a problem within [--] turns it basically can't fix it. 🥲I found that K2.5 is basically unusable after 3-5 turns of error-feedback loop. If it can't fix a problem within [--] turns it basically can't fix it"
X Link 2026-02-01T17:08Z [--] followers, [--] engagements
"@MIB_India @nsitharaman @AshwiniVaishnaw Please research the thermodynamics of AI before allowing this. Developed nations will not think for a second before dumping their heat waste electricity and water needs tax free in the 3rd world like they did with e-waste. #india JUST IN: India announces zero tax until [----] for cloud companies setting up data centers. https://t.co/bfpqd5vKS0 JUST IN: India announces zero tax until [----] for cloud companies setting up data centers. https://t.co/bfpqd5vKS0"
X Link 2026-02-01T18:51Z [--] followers, [--] engagements
"Low-wage H1B slave argument is coming for LLM chatbots soon $goog kimi k2.5 has more or less replaced my opus [---] usage. i sent the same requests to both for every request i would have sent opus for a few days and k2.5 is 'good enough' . it is dumb in the ways gpt5.2 is smart so feels like im not missing much. i was not expecting this kimi k2.5 has more or less replaced my opus [---] usage. i sent the same requests to both for every request i would have sent opus for a few days and k2.5 is 'good enough' . it is dumb in the ways gpt5.2 is smart so feels like im not missing much. i was not"
X Link 2026-02-01T20:20Z [--] followers, [--] engagements
"Anthropic doing all the right things to make its models more intelligent. The release of the law tool means its scraping all these surfaces for intelligence like I mentioned [--] days ago. I hope $goog @GoogleDeepMind @GeminiApp are doing the same for their next model/release Gleaning intelligence from footage - whether its sports driving crisis situations police records stock trading video games research artistry daily parenting or standup comedy/witty banter - as training data could make Gemini smarter. @GoogleDeepMind @GeminiApp $goog Gleaning intelligence from footage - whether its sports"
X Link 2026-02-03T17:24Z [--] followers, [---] engagements
"As a reminder the intelligence density in legal training data is very high - and the data availability and trainability is good as well. $goog @GoogleDeepMind should do this as well. Looks like its already being exploited by Anthropic. Anthropic doing all the right things to make its models more intelligent. The release of the law tool means its scraping all these surfaces for intelligence like I mentioned [--] days ago. I hope $goog @GoogleDeepMind @GeminiApp are doing the same for their next model/release Anthropic doing all the right things to make its models more intelligent. The release of"
X Link 2026-02-03T17:26Z [--] followers, [--] engagements
"The plateau of the S-surve of model intelligence is coming ( end 2026). We are due [--] flagship model releases per year by the big labs. Cramming more intelligence into even these [--] models will get very hard. It will then be about speed price and distribution. $goog"
X Link 2026-02-03T17:55Z [--] followers, [--] engagements
"Old Software is crashing while new software is going viral (Clawdbot Codex/CC). Why One reason : people dont want to learn old softwares arbitrary flows. Instead they expect new software to seamlessly adapt to their unique interface of asynchronous needs. $goog"
X Link 2026-02-03T22:15Z [--] followers, [---] engagements
"Clawdbot just captures this energy/need seamlessly with the proper interface - sending a message just like you would to a human assistant. This is the same energy old software needs to capture if they are to not be made redundant in a hurry. $goog Old Software is crashing while new software is going viral (Clawdbot Codex/CC). Why One reason : people dont want to learn old softwares arbitrary flows. Instead they expect new software to seamlessly adapt to their unique interface of asynchronous needs. $goog Old Software is crashing while new software is going viral (Clawdbot Codex/CC). Why One"
X Link 2026-02-03T22:18Z [--] followers, [---] engagements
"Capturing this energy for Software means - magically becoming available whenever the need for the software might arise and allowing for the most complex tasks to be done with the easiest input If your software tries to hide behind we are for the pros you might nmi $goog Clawdbot just captures this energy/need seamlessly with the proper interface - sending a message just like you would to a human assistant. This is the same energy old software needs to capture if they are to not be made redundant in a hurry. $goog Clawdbot just captures this energy/need seamlessly with the proper interface -"
X Link 2026-02-03T22:22Z [--] followers, [--] engagements
"@CapitalObserver Margins increased. Which means the [--] million miss was related to the lower margin service product - subscriptions. licensing ($goog money) is 100% margin for $aapl so this likely didnt decrease. If anything the +23% additional iPhone sales point to the opposite"
X Link 2026-02-04T04:39Z [--] followers, [---] engagements
"$ADBE bulls dodging all trends and red flags to arrive at the one chart that shows their bull thesis $goog $snow $now"
X Link 2026-02-05T18:47Z [--] followers, [---] engagements
"Duolingo bulls trying to desperately come up with any one thing that salvages their investment : Product is the moat bro $goog $duol $ADBE bulls dodging all trends and red flags to arrive at the one chart that shows their bull thesis $goog $snow $now https://t.co/pdK7ozufAF $ADBE bulls dodging all trends and red flags to arrive at the one chart that shows their bull thesis $goog $snow $now https://t.co/pdK7ozufAF"
X Link 2026-02-05T18:49Z [--] followers, [---] engagements
"Stop with the useless waste of energy and RAM and compute and redirect it to AI. Crypto is useless compared to AI. $goog The average cost to mine a single Bitcoin is now over $90000. The price of Bitcoin has collapsed to $67000. Everyone mining Bitcoin at the moment is losing a fortune. https://t.co/oERwZCaPso The average cost to mine a single Bitcoin is now over $90000. The price of Bitcoin has collapsed to $67000. Everyone mining Bitcoin at the moment is losing a fortune. https://t.co/oERwZCaPso"
X Link 2026-02-05T19:17Z [--] followers, [--] engagements
"Before gaming please dismantle and destroy crypto. Gaming is orders of magnitude more useful than crypto. Crypto is the cancer of society and will be remembered only for crypto scams and shitcoins. $btc $goog BREAKING: Nvidia will pause new gaming GPU releases in [----] due to a global memory chip shortage. https://t.co/N7HMLkQ7MH BREAKING: Nvidia will pause new gaming GPU releases in [----] due to a global memory chip shortage. https://t.co/N7HMLkQ7MH"
X Link 2026-02-05T19:56Z [--] followers, [--] engagements
"Great dont be evil use of AI by $goog. We know your cat is adorable from EVERY angle but do you need to keep all [----] pics of said angles Smart Storage in @googlephotos helps keep your digital space tidy (and ready for more pics of Daisy) 📷 https://t.co/5tyyTQr4qe We know your cat is adorable from EVERY angle but do you need to keep all [----] pics of said angles Smart Storage in @googlephotos helps keep your digital space tidy (and ready for more pics of Daisy) 📷 https://t.co/5tyyTQr4qe"
X Link 2026-02-05T20:52Z [--] followers, [--] engagements
"These are amazing but have already fallen victim to computational irreducibility - based on the recent incident with the police standoff situation where a Waymo casually strolled by the scene. But very bullish $goog and humanity. Were excited to introduce the Waymo World Modela frontier generative mode for large-scale hyper-realistic autonomous driving simulation built on @GoogleDeepMinds Genie [--]. By simulating the impossible we proactively prepare the Waymo Driver for some of the most rare and https://t.co/Pl80OMDqLC Were excited to introduce the Waymo World Modela frontier generative mode"
X Link 2026-02-06T19:23Z [--] followers, [---] engagements
"They should get @brucebuffer at the launch screaming . ITS DIIIIIIME $openai BREAKING 🚨: Upcoming OpenAIs hardware might be called Dime and expected to be a simple headphone at first. DIME SOON 👀 https://t.co/51pPZZS3K2 BREAKING 🚨: Upcoming OpenAIs hardware might be called Dime and expected to be a simple headphone at first. DIME SOON 👀 https://t.co/51pPZZS3K2"
X Link 2026-02-06T19:27Z [--] followers, [--] engagements
"Whats more bullish $goog here is - how Google seems to have adapted its org structure for a bias towards quick AI adoption. Its like a systolic array :) - innovations in the heart (Deepmind) reach even the periphery (Waymo) pretty soon. Kudos long may the execution continue These are amazing but have already fallen victim to computational irreducibility - based on the recent incident with the police standoff situation where a Waymo casually strolled by the scene. But very bullish $goog and humanity. These are amazing but have already fallen victim to computational irreducibility - based on"
X Link 2026-02-06T19:50Z [--] followers, [--] engagements
"I hope this slew of quick releases by OpenAI and Anthropic dont cause $goog to abandon their holistic training in favor of speedy RL hacks. Their usual approach has shown great alpha. Slow cooking still is the tastiest"
X Link 2026-02-07T00:49Z [--] followers, [--] engagements
"Is this a once-in-a-lifetime feature or something because it has happened once for me (different question) and never again. Even for this same question it spits out a blob of text and not this interactive stuff. The nerf is real. $goog @GoogleDeepMind @GeminiApp Holy sht. Gemini can now produce fully interactive images on any topic. Such an insane resource for learning highlight any region and it gives you a full explanation 🤯 https://t.co/zbVsVp6OkL Holy sht. Gemini can now produce fully interactive images on any topic. Such an insane resource for learning highlight any region and it"
X Link 2026-02-07T22:12Z [--] followers, [--] engagements
"Hilariously people painstakingly customized horses before cars came along - selective breeding custom tack and gear and even mods. Customization isnt a moat against disruption. AI is tcoming for SaaS no matter what your asspull portfolio defense is. $goog $adbe"
X Link 2026-02-07T22:27Z [--] followers, [---] engagements
"Maybe we need shame races - the kinds car makers taunted horse owners with to drive home the point for SaaS bagholders. Perhaps something like editing [--] images with [--] edits a piece using AI before photoshop even launches $goog $adbe Hilariously people painstakingly customized horses before cars came along - selective breeding custom tack and gear and even mods. Customization isnt a moat against disruption. AI is tcoming for SaaS no matter what your asspull portfolio defense is. $goog $adbe Hilariously people painstakingly customized horses before cars came along - selective breeding custom"
X Link 2026-02-07T22:31Z [--] followers, [---] engagements
"The rift between $NVDA and $OpenAI is following its own S-curve. The next month will tell us whether its on the ascendancy or the plateau part of the first of many S-curves. It would have been the next year but AI accelerates everything even rifts. $goog $openai $nvda"
X Link 2026-02-07T23:40Z [--] followers, [---] engagements
"Bottom line : [--]. $OpenAI needs money and to cut costs. [--]. $NVDA has 75% tax which other chips dont (Trainium TPU but apparently Woe betide OpenAI if they use $goog) Song writes itself. Jensen doesnt know that Jassy and me meet in the Fab every Sunday - Sama probably The rift between $NVDA and $OpenAI is following its own S-curve. The next month will tell us whether its on the ascendancy or the plateau part of the first of many S-curves. It would have been the next year but AI accelerates everything even rifts. $goog $openai $nvda The rift between $NVDA and $OpenAI is following its own"
X Link 2026-02-07T23:49Z [--] followers, [--] engagements
"1. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute assets is going astronomical (supply constrained demand astronomical) Would you not trade your cash assets for compute assets CapEx move by $goog and $amzn seems great to me"
X Link 2026-02-08T02:23Z [--] followers, [---] engagements
"Also the tax benefit provided by OBBBA (trumps bill) of being able to expense depreciating assets like TPUs/GPUs at the beginning of their [--] year lifespan (so around [--] billion$ out of the [---] billion$) seems like a no brainer. $goog [--]. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute assets is going astronomical (supply constrained demand astronomical) Would you not trade your cash assets for compute assets CapEx move by $goog and $amzn seems great to me. [--]. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute"
X Link 2026-02-08T02:25Z [--] followers, [--] engagements
"Very smort move by the $goog to convert all that cash assets to compute assets. One asset is going to steadily lose value the other will have astronomical value for the foreseeable future. [--]. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute assets is going astronomical (supply constrained demand astronomical) Would you not trade your cash assets for compute assets CapEx move by $goog and $amzn seems great to me. [--]. Value of cash assets is going down (inflation printing = higher supply) [--]. Value of compute assets is going astronomical (supply"
X Link 2026-02-09T06:23Z [--] followers, [--] engagements
"A challenger appears - moon city. But what about the 2800kg of meteorites per day pelting our heads with the full force of dynamite Elon SpaceXs lunar dome will neutralize them all Otherwise we will all just retreat within the Trump Regolith plaza $tsla $goog Of everything that has ever snake oil-ed ai datacenters in space by next 3-4 years has snake oiled the hardest. Like come on in the age of LLMs youre going to do people like this $tsla $goog Of everything that has ever snake oil-ed ai datacenters in space by next 3-4 years has snake oiled the hardest. Like come on in the age of LLMs"
X Link 2026-02-09T08:55Z [--] followers, [--] engagements
"If Seedance [---] is real then were closer to this future. Surprised this is happening so soon. $nflx $goog Personally I feel that content/media will be so cheap to generate even locally that $NFLX produced content will be the equivalent of chef-cooked food today. Hardly the same scalable or profitable business model. $NFLX $GOOG Personally I feel that content/media will be so cheap to generate even locally that $NFLX produced content will be the equivalent of chef-cooked food today. Hardly the same scalable or profitable business model. $NFLX $GOOG"
X Link 2026-02-09T09:03Z [--] followers, [--] engagements
"Man $goog s AR/VR glasses better be a game changer if theyre letting $Meta run away with initial market capture. Someone just dropped VisionClaw. A real-time OpenClaw agent on your Meta glasses that sees hears and acts for you using Gemini Live. 100% Opensource. https://t.co/nLa2lCDj7J Someone just dropped VisionClaw. A real-time OpenClaw agent on your Meta glasses that sees hears and acts for you using Gemini Live. 100% Opensource. https://t.co/nLa2lCDj7J"
X Link 2026-02-09T12:53Z [--] followers, [--] engagements
"This is insane. My attempt at this on Veo [--] months ago came out comical: $goog better get Veo much better very soon this seems to be miles better in comparison right now. Almost like a nano banana moment for Video. https://x.com/BhimsenIntelect/status/1940766202311422134s=20 A quick test with Seedance [---] Multimodality https://t.co/OoefXZG15B https://x.com/BhimsenIntelect/status/1940766202311422134s=20 A quick test with Seedance [---] Multimodality https://t.co/OoefXZG15B"
X Link 2026-02-09T15:24Z [--] followers, [--] engagements
"Been seeing lots of guys named Dev when Software engineering was in its heyday in [----] Ever since Vibe coding took off been seeing lots of Vaibhavs Little too on the nose to name your child Vibe-have $goog $msft $amzn"
X Link 2026-02-09T16:00Z [--] followers, [--] engagements
"@michaeljburry Just mention two facts watch people derive conclusions you intended them to and leave room for deniability. Last time this happened - Even assuming Motorola Google How about the other times a century bond has worked successfully Like Disney Coca-Cola Oxford Intel"
X Link 2026-02-09T18:17Z [--] followers, [--] engagements
"This has been my secret personal benchmark for along time good to see a model passing with flying colors. Will update benchmark now. Whoever animates the whole fight first is going to win the Video LLM race :) @GoogleDeepMind @GeminiApp $goog This does NOT look like AI. Seedance [---] created Gojo vs Sukuna with fluidity weight and timing straight out of an anime. The quality is on a whole new level. Video credit: creator on Douyin ( @ Aatrox) https://t.co/X4NcyUOx3K This does NOT look like AI. Seedance [---] created Gojo vs Sukuna with fluidity weight and timing straight out of an anime. The"
X Link 2026-02-10T17:34Z [--] followers, [--] engagements
"Great step releasing on facebook - if a feature works on [--] year old boomers clearly it should work with the Moids and Foids of GenZ on instagram as well $meta $goog META: ROLLING OUT NEW FEATURES ON FACEBOOK POWERED BY META AI - BLOG META: ROLLING OUT NEW FEATURES ON FACEBOOK POWERED BY META AI - BLOG"
X Link 2026-02-10T17:41Z [--] followers, [--] engagements
"@elonmusk Doesnt show the 2800kg/day meteorite shower hitting us with the unbridled force of dynamite. But otherwise delusional still"
X Link 2026-02-10T18:01Z [--] followers, [--] engagements
"And now EU is developing their own system to rival $V and $MA. Indias UPI and Brazils PIXs success will encourage everyone to ditch $V and $MA and implement/import their own solutions. Always beware of bull market pundits who can not see beyond their fiscal.ai charts. Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized payment schemes - UPI PIX and even FedNow. Once volume goes so will their value added services. Who knows what Trump will do but even without the 10% limit $MA and $V were always toast. Too many nationalized payment"
X Link 2026-02-10T19:11Z [--] followers, [--] engagements
"I have a feeling $TSLA culties will 10x the stock if musk says in that pretend Aspergers demeanor that theyre actually working on a Time Machine which will allow them to actually meet their FSD deadlines they promised years ago"
X Link 2026-02-10T19:17Z [--] followers, [--] engagements
"I feel like instead of the mo(r)on city thing SpaceX should focus on fulfilling their promise of the rockets instead of airplanes to fly across the globe in [--] minutes thing which was definitely going to happen according to Gwynne Shotwell. $tsla"
X Link 2026-02-10T19:20Z [--] followers, [--] engagements
"If $AMZN/$MSFT had consulted The big shart Michael Burry before allocating billions in CapEx in 2014/2018 AWS/Azure wouldnt have happened. Hence $googl isnt really waiting for permission from Michael I love children of bodom Burry for the [---] billion $ CapEx"
X Link 2026-02-11T14:38Z [--] followers, [---] engagements
"Guy caught a bad case of nobelitis without winning the Nobel prize. $googl If $AMZN/$MSFT had consulted The big shart Michael Burry before allocating billions in CapEx in 2014/2018 AWS/Azure wouldnt have happened. Hence $googl isnt really waiting for permission from Michael I love children of bodom Burry for the [---] billion $ CapEx. If $AMZN/$MSFT had consulted The big shart Michael Burry before allocating billions in CapEx in 2014/2018 AWS/Azure wouldnt have happened. Hence $googl isnt really waiting for permission from Michael I love children of bodom Burry for the [---] billion $ CapEx"
X Link 2026-02-11T14:41Z [--] followers, [--] engagements
"Someone please tell these clowns to stop farting their opinions. Literally nobody cares what they say in the age of LLMs. $goog $amzn $meta Billionaire investor Mark Cuban has said that he believes a recession is imminent per IB Times. Billionaire investor Mark Cuban has said that he believes a recession is imminent per IB Times"
X Link 2026-02-11T15:19Z [--] followers, [---] engagements
"My eyes after staring at $goog post-earnings price action Tom Aspinalls eyes after having surgery on both of them yesterday https://t.co/IDKcHoPCv0 Tom Aspinalls eyes after having surgery on both of them yesterday https://t.co/IDKcHoPCv0"
X Link 2026-02-11T19:46Z [--] followers, [--] engagements
"Wall Street today : $goog $pg"
X Link 2026-02-11T20:32Z [--] followers, [--] engagements
"Cant believe they made a mini-version of this happen within [--] days of this tweet with Seedance [---]. $NFLX should acquire them. Always thought it would be $goog that gets there first damn. Which means youd tell your local Gen AI app the theme of your favorite movies/shows or books the face/body types you find attractive the locations/scenery you love etc. And youll soon have a [--] episode banger generated based on your preferences $NFLX $GOOG Which means youd tell your local Gen AI app the theme of your favorite movies/shows or books the face/body types you find attractive the"
X Link 2026-02-11T21:18Z [--] followers, [---] engagements
"Someone should check on Ben AI will always remain a tool Affleck. $goog $openai Seedance [---] staring at Ben Affleck after Ben Affleck laughed at Sora [--] Veo [--] and Kling"
X Link 2026-02-11T21:39Z [--] followers, [---] engagements
"Man the insights from Bill Ackmans Pershing Square on $AMZN and $META are so insipid and vapid. In the age of LLMs AND Deep research how one defers their finances to lag someone like this is beyond me. A 20$ $goog Gemini/Claude subscription produces much better insights. Ackman on $AMZN https://t.co/WwQnjxkNVG Ackman on $AMZN https://t.co/WwQnjxkNVG"
X Link 2026-02-11T23:11Z [--] followers, [---] engagements
"Just reinforces my belief that locked in a room with just an LLM and a trading terminal i.e.: with the knowledge asymmetry gone most of these Burry/Ackman types will heavily underperform Joe Schmo. Well Burry might even underperform on the outside. $goog $amzn $meta Man the insights from Bill Ackmans Pershing Square on $AMZN and $META are so insipid and vapid. In the age of LLMs AND Deep research how one defers their finances to lag someone like this is beyond me. A 20$ $goog Gemini/Claude subscription produces much better insights. Man the insights from Bill Ackmans Pershing Square on $AMZN"
X Link 2026-02-11T23:14Z [--] followers, [---] engagements
"This social rejection is the bear case Meta bulls are missing/wont talk about. While Russia is hardly the best example every sane country is going to ban some subset of their products. Which is why Meta is not cheap no matter how many Bill Ackmans buy. $meta $goog 🚨 BREAKING: Russia has officially blocked Metas apps Facebook Instagram WhatsApp. https://t.co/i6AM7QSl4n 🚨 BREAKING: Russia has officially blocked Metas apps Facebook Instagram WhatsApp. https://t.co/i6AM7QSl4n"
X Link 2026-02-12T12:56Z [--] followers, [--] engagements
"@Vanguard_Group looks like your whole app and webapp is down Right before the market is about to open too please fix"
X Link 2026-02-12T14:00Z [--] followers, [---] engagements
"@Vanguard_Group Does this mean anything to you This outage when there are so many opportunities in the market can just mean some sort of fraud. Do you think you can just be silent about such a big outage without as much as an acknowledgement on your twitter #VANGUARD"
X Link 2026-02-12T14:27Z [--] followers, [---] engagements
"@Vanguard_Group Resolved for me now please check yours"
X Link 2026-02-12T15:00Z [--] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing