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# ![@FTayAI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1666140507389698048.png) @FTayAI Felix Tay

Felix Tay posts on X about ai, open ai, $googl, math the most. They currently have XXXXX followers and 2514 posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1666140507389698048/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666140507389698048/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXX +1,448%
- X Year XXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1666140507389698048/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666140507389698048/c:line/m:posts_active.svg)

- X Month XXX -XX%
- X Months XXXXX +1,967%
- X Year XXXXX +266%

### Followers: XXXXX [#](/creator/twitter::1666140507389698048/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666140507389698048/c:line/m:followers.svg)

- X Week XXXXX -XXXX%
- X Month XXXXX +0.52%
- X Months XXXXX +2.40%
- X Year XXXXX +4.40%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1666140507389698048/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1666140507389698048/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries) 

**Social topic influence**
[ai](/topic/ai), [open ai](/topic/open-ai), [$googl](/topic/$googl), [math](/topic/math), [ceo](/topic/ceo), [oracle](/topic/oracle), [agentic](/topic/agentic) #573, [patterns](/topic/patterns), [market cap](/topic/market-cap), [private equity](/topic/private-equity)

**Top accounts mentioned or mentioned by**
[@japirwot](/creator/undefined) [@thedankoe](/creator/undefined) [@audrlo](/creator/undefined) [@reallifemain](/creator/undefined) [@char1iebennett](/creator/undefined) [@itsalessi0](/creator/undefined) [@thejustinwelsh](/creator/undefined) [@alexhormozi](/creator/undefined) [@dwriteway](/creator/undefined) [@writingmagnate](/creator/undefined) [@csabicommcoach](/creator/undefined) [@smootfit](/creator/undefined) [@therealhakam](/creator/undefined) [@maxsmartfinance](/creator/undefined) [@jackamaustin](/creator/undefined) [@lolasasfi](/creator/undefined) [@moayadalazzawi](/creator/undefined) [@iamjasonlevin](/creator/undefined) [@nicolascole77](/creator/undefined) [@tatsukithomas](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Salesforce Inc (CRM)](/topic/salesforce) [Nokia Corporation (NOK)](/topic/$nok) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last XX hours

"16/16: Your Move Don't outsource your choices to AI. Use AI to see more options. Use AI to understand patterns. Use AI to enhance evaluation. But keep the decision yours"  
[X Link](https://x.com/FTayAI/status/1997999626327056603)  2025-12-08T12:00Z 1561 followers, XX engagements


"7/18: Nvidia's $X trillion market cap is bigger than the combined market values of all of its competitors AMD Intel Broadcom TSMC Micron ASML Lam Research Qualcomm and Arm Holdings. When one company dominates this completely the industry becomes fragile. Single points of failure create systemic risk"  
[X Link](https://x.com/FTayAI/status/1997939348805730796)  2025-12-08T08:00Z 1560 followers, XX engagements


"8/16: The Infrastructure Advantage Google unveiled Ironwood the seventh generation of its tensor processing units that lets customers "run and scale the largest most data-intensive models in existence." They control the chips. They control the models. They control distribution through Search. OpenAI has none of these"  
[X Link](https://x.com/FTayAI/status/1998241320704336139)  2025-12-09T04:00Z 1560 followers, XX engagements


"Why I stopped 'balancing' my areas of life. Traditional goal-setting frameworks ask you to balance 8-12 life areas. You're supposed to set goals for health career relationships finances spirituality personal growth family contribution and oh yeah - also fun. You're supposed to make progress everywhere and keep all the plates spinning. The problem with that is you spread yourself too thin. Diluted focus is no focus at all. Which was why I stopped using that approach three years ago. Now I look for domino goals. One to three goals that move everything else when you achieve them. A business"  
[X Link](https://x.com/FTayAI/status/1998573451745882385)  2025-12-10T02:00Z 1560 followers, XX engagements


"3/16: The adoption struggle is real: The Information noted AI adoption struggles at private equity firm Carlyle last year. The tools wouldn't reliably connect data from other places. Source: The company later reduced how much it spent on the tools"  
[X Link](https://x.com/FTayAI/status/1998603592580636890)  2025-12-10T04:00Z 1560 followers, XX engagements


"4/16: This isn't isolated to Microsoft: OpenAI Google Anthropic Salesforce Amazonall have their own tools to create and manage AI assistants. All face the same challenge: convincing enterprises to move from experimentation to scaled deployment"  
[X Link](https://x.com/FTayAI/status/1998603593775996970)  2025-12-10T04:00Z 1560 followers, XX engagements


"12/18: What makes this different: Unlike past bubbles today's circular deals are transparent. Everyone knows the money is flowing in loops. The companies acknowledge it. Wall Street tracks it. The question is whether transparency prevents the crash or just makes it more predictable"  
[X Link](https://x.com/FTayAI/status/1998633894044643792)  2025-12-10T06:00Z 1560 followers, XX engagements


"13/18: The test is coming: If AI tools deliver transformative value across industries the loop holds. If businesses governments and consumers don't adopt AI fast enough to justify the infrastructure the circular economy becomes a circular trap. Source:"  
[X Link](https://x.com/FTayAI/status/1998633895055483366)  2025-12-10T06:00Z 1560 followers, XX engagements


"6/13: They even inject real people into AI environments: Upload a video of yourself. Sora inserts you into any generated scene. Accurate appearance and voice. Source: Your likeness. Their creativity. Your approval required but not your skill"  
[X Link](https://x.com/FTayAI/status/1998694212733173769)  2025-12-10T10:00Z 1560 followers, X engagements


"5/15: The access gap is creating two classes of workers. Adecco Group's study of 30000 employees across XX countries shows XX% adoption rate of AI in workplace. But XX% of higher-income workers use genAI compared to just XX% below $60000 threshold. XX% of executives use genAI compared to XX% of non-managers"  
[X Link](https://x.com/FTayAI/status/1995764918625128490)  2025-12-02T08:00Z 1559 followers, XX engagements


"1/16: Everyone's focused on AI getting smarter. Nobody's preparing humans for what's coming. XX% of the workforce will need reskilling in the next X years due to AI disruption. Source: Only X% of employees feel comfortable using AI today. Source:"  
[X Link](https://x.com/FTayAI/status/1997184252635439238)  2025-12-06T06:00Z 1560 followers, XX engagements


"2/18: The Math Problem Nobody Talks About For Nvidia to double again: $XX trillion market cap. That's larger than the entire GDP of Japan. For context: Nvidia alone is now worth more than the GDP of every country on Earth except the United States and China. Growth at this scale isn't sustainable. It's physics"  
[X Link](https://x.com/FTayAI/status/1997939343894159655)  2025-12-08T08:00Z 1559 followers, XX engagements


"3/18: The circular spending spree paired with the industry's eye-popping growth rates and the lack of clarity around the return on AI investments has raised concerns that the AI market may be a bubble waiting to burst. Nvidia OpenAI and other tech giants are financing each other's capacity. The moment investors demand cash-flow returns instead of capacity announcements this carousel stops"  
[X Link](https://x.com/FTayAI/status/1997939344867271013)  2025-12-08T08:00Z 1559 followers, XX engagements


"4/18: The Infrastructure Dependency Nvidia announced $XXX billion in AI chip orders and plans to build seven supercomputers for the U.S. government. The company also invested $X billion in Nokia to develop next-generation 6G cellular technology. Every dollar flowing into AI infrastructure depends on sustained demand that may not materialize"  
[X Link](https://x.com/FTayAI/status/1997939345810923791)  2025-12-08T08:00Z 1559 followers, XX engagements


"5/18: What History Teaches Us Dot-com bubble: Companies valued on potential not profit. 2008 crisis: Financial engineering over fundamentals. 2025: AI spending props up valuations while the lack of clarity around return on AI investments grows. Same pattern. Different industry"  
[X Link](https://x.com/FTayAI/status/1997939346792435848)  2025-12-08T08:00Z 1559 followers, XX engagements


"6/18: The Real Warning Sign Analysts expect Nvidia's revenue and adjusted earnings per share to increase at CAGRs of XX% and XX% respectively from fiscal 2025 to fiscal 2028. But TSMC CEO says advanced-node capacity falls 'about three times short' of AI demand. Demand outpacing supply by 3X means someone's expectations won't be met"  
[X Link](https://x.com/FTayAI/status/1997939347769749844)  2025-12-08T08:00Z 1559 followers, XX engagements


"16/18: The Bottom Line Nvidia's valuation reflects unprecedented AI demand but scale alone doesn't guarantee sustainability. The question isn't whether AI transforms business. It's whether current valuations reflect sustainable returns or temporary enthusiasm"  
[X Link](https://x.com/FTayAI/status/1997939357164966285)  2025-12-08T08:00Z 1559 followers, XX engagements


"3/12: The pattern is clear: Companies race to build AI that thinks better. Nobody races to build humans who think better. We're creating superintelligence for machines. While human intelligence stays staticor declines"  
[X Link](https://x.com/FTayAI/status/1998664049869902201)  2025-12-10T08:00Z 1559 followers, X engagements


"@BigSky_7 The math exposes whos building ceilings instead of leverage"  
[X Link](https://x.com/FTayAI/status/1998680334737571899)  2025-12-10T09:05Z 1559 followers, X engagements


"5/13: Publishers think they're solving distribution problems. They're actually: Giving Meta control of their audience relationship Training users to never visit their sites Providing data to improve Meta's AI moat While getting paid pennies compared to ad revenue"  
[X Link](https://x.com/FTayAI/status/1998724461734896116)  2025-12-10T12:00Z 1559 followers, X engagements


"3/14: Project Mariner can navigate websites autonomously. Project Astra works as a universal assistant across devices. Jules integrates into GitHub workflows. Source: Google is building AI that works without human input"  
[X Link](https://x.com/FTayAI/status/1999056611453649113)  2025-12-11T10:00Z 1561 followers, XX engagements


"6/14: Google promises this will "make information more accessible and useful." But accessible doesn't mean beneficial. Useful doesn't mean developmental. Easy doesn't mean empowering"  
[X Link](https://x.com/FTayAI/status/1999056614234464747)  2025-12-11T10:00Z 1561 followers, X engagements


"8/14: Amazon shopping is efficient. One-click purchase works. Yet companies are building "AI shoppers" to shop for you. Why Because the goal isn't efficiency. It's substitution. Not helping humans do better. Doing it instead of humans"  
[X Link](https://x.com/FTayAI/status/1999056616117678337)  2025-12-11T10:00Z 1561 followers, X engagements


"2/18: Here's what most miss: AI usage jumped from XX% in 2023 to XX% in 2024. Source: Everyone has the same tools now. But only XX% of AI initiatives deliver expected ROI. Source: The difference isn't AI getting smarter. It's humans knowing how to use it"  
[X Link](https://x.com/FTayAI/status/1995795101801381996)  2025-12-02T10:00Z 1560 followers, XX engagements


"4/13: "This gap between usage and payment represents a major opportunity."Menlo Ventures That's VC optimism. The alternative reading: XX% of users see no value worth paying for. Source:"  
[X Link](https://x.com/FTayAI/status/1996852285511544874)  2025-12-05T08:00Z 1560 followers, XXX engagements


"2/16: The Irony Nobody Sees Three years ago Google sounded a "Code Red" over ChatGPT with CEO Sundar Pichai warning it could threaten the future of Search. Now Sam Altman is sounding an alarm of his own over Google's comeback. The tables turned. The pattern didn't"  
[X Link](https://x.com/FTayAI/status/1998241314932953521)  2025-12-09T04:00Z 1559 followers, XX engagements


"3/16: What Actually Happened Gemini X now sits at the top of benchmark leaderboards for tasks like text generation image editing and processing. Salesforce CEO Marc Benioff used ChatGPT daily for three years. After two hours with Gemini X he wrote: "I'm not going back. The leap is insane." When your biggest enterprise customers switch in two hours you have a problem"  
[X Link](https://x.com/FTayAI/status/1998241315838976102)  2025-12-09T04:00Z 1559 followers, XX engagements


"7/16: What the Market Sees "You may be asking why almost all of the AI stocks we cover are selling off after such good news from Nvidia" wrote Melius Research analyst Ben Reitzes. "There is one real reason for worry and it is the 'AI comeback' of Alphabet." When one company's comeback threatens everyone else the market isn't stable"  
[X Link](https://x.com/FTayAI/status/1998241319777411480)  2025-12-09T04:00Z 1560 followers, XX engagements


"1/18: Nvidia plans to invest in OpenAI which is buying cloud computing from Oracle which is buying chips from Nvidia which has a stake in CoreWeave which is providing AI infrastructure to OpenAI. The circular economy of AI is raising concerns. Source:"  
[X Link](https://x.com/FTayAI/status/1998633882351030612)  2025-12-10T06:00Z 1560 followers, XX engagements


"3/18: Then came the next deal: OpenAI struck a similar partnership with AMDtens of billions of dollars' worth of chips. Then a $XX billion cloud deal with Amazon. Then $XXX billion with Oracle over several years. Source: Each deal reinforces the loop"  
[X Link](https://x.com/FTayAI/status/1998633884544598363)  2025-12-10T06:00Z 1560 followers, XX engagements


"4/18: The CoreWeave connection reveals everything: OpenAI signed contracts with CoreWeave totaling $XXXX billion for GPU cloud services. Nvidia took a X% equity stake in CoreWeave. Then Nvidia agreed to purchase $XXX billion in cloud services from CoreWeave. Source:"  
[X Link](https://x.com/FTayAI/status/1998633885689651606)  2025-12-10T06:00Z 1560 followers, XX engagements


"5/18: Nvidia would pay for any CoreWeave GPU time not sold to other customers. Translation: Nvidia guarantees demand for the company it invested in which then buys Nvidia's chips which OpenAI uses through CoreWeave's infrastructure funded partially by Nvidia. The circle completes"  
[X Link](https://x.com/FTayAI/status/1998633886650175847)  2025-12-10T06:00Z 1560 followers, XX engagements


"4/12: MIT already proved the damage: ChatGPT users showed XX% lower neural network efficiency. Memory recall collapsed to zero. Every "thinking" AI makes this worse"  
[X Link](https://x.com/FTayAI/status/1998664050901721099)  2025-12-10T08:00Z 1559 followers, X engagements


"8/12: The real cost isn't $250/month. It's the cognitive capability we're trading away. Every time we let AI do the deep thinking we lose: Pattern recognition skills Problem-solving muscle The ability to sit with complexity"  
[X Link](https://x.com/FTayAI/status/1998664054382981325)  2025-12-10T08:00Z 1559 followers, X engagements


"9/12: This isn't about rejecting AI advancement. It's about choosing what role it plays. Mirror or oracle Partner or replacement Enhancement or dependency"  
[X Link](https://x.com/FTayAI/status/1998664055309967531)  2025-12-10T08:00Z 1559 followers, X engagements


"12/12: When AI gets better at reasoning the question isn't "what can it solve" The question is: "What are we learning" If the answer is "nothing" you're building dependency not capability. That's the real cost of $250/month AI"  
[X Link](https://x.com/FTayAI/status/1998664058166301015)  2025-12-10T08:00Z 1560 followers, X engagements


"@JackAMAustin Real value survives clean books without stretching timelines"  
[X Link](https://x.com/FTayAI/status/1998680094941024563)  2025-12-10T09:04Z 1559 followers, X engagements


"7/13: Within X days of launch the watermark was cracked. Third-party programs removed the mandatory authenticity marker. Every safeguard against misuse defeated. While the tool spreads wider"  
[X Link](https://x.com/FTayAI/status/1998694213555216414)  2025-12-10T10:00Z 1560 followers, X engagements


"1/14: December XX 2024. Google CEO Sundar Pichai announces Gemini XXX. "Agentic models that understand the world around you think multiple steps ahead and take action on your behalf." Source: The race to build autonomous AI just accelerated"  
[X Link](https://x.com/FTayAI/status/1999056609410941342)  2025-12-11T10:00Z 1560 followers, XX engagements


"4/14: DeepMind CEO Demis Hassabis: "You want a system that can complete tasks for you." Not just give information. Complete tasks. Source: This is the vision: AI handling your work while you do. what exactly"  
[X Link](https://x.com/FTayAI/status/1999056612380508442)  2025-12-11T10:00Z 1560 followers, X engagements


"7/14: Kevin Green from Hapax said it perfectly: "Agentic is not a tidal wave. It will not impact every aspect of consumer life." Source: Much of what we do is already efficient. AI agents aren't improving. They're replacing"  
[X Link](https://x.com/FTayAI/status/1999056615169732628)  2025-12-11T10:00Z 1560 followers, X engagements


"9/14: Gemini 2.0's AI Overviews now reach X billion people. Advanced reasoning for complex queries. Math equations. Coding. Multimodal questions. Source: Billions using AI to think for them"  
[X Link](https://x.com/FTayAI/status/1999056616977465373)  2025-12-11T10:00Z 1560 followers, X engagements


"2/13: Here's what companies measure: #1: Faster software development (25%) #2: More rapid innovation (23%) #3: Productivity time savings (22%) Hard dollar savings Only XX% prioritize it. Source: They're measuring activity not outcomes"  
[X Link](https://x.com/FTayAI/status/1999086835532792244)  2025-12-11T12:00Z 1560 followers, X engagements


"3/13: EY found something different: XX% of companies investing in AI report positive ROI. Companies spending 5%+ of budget see higher returns. Source: The gap between IBM and EY data reveals the truth"  
[X Link](https://x.com/FTayAI/status/1999086836421967877)  2025-12-11T12:00Z 1560 followers, XX engagements


"6/13: Here's why most fail: They pilot endlessly without committing. They measure vanity metrics like "AI adoption rate." They expect instant returns on long-term investments. They treat AI as a tool not a transformation"  
[X Link](https://x.com/FTayAI/status/1999086839769051420)  2025-12-11T12:00Z 1560 followers, XX engagements


"7/13: The AI ROI Leaders (top 20%) do this: Companies investing 5%+ of IT budget see higher returns. XX% of leaders say ROI exceeds expectations. Source: Leaders implement across the business. Others pilot in pockets"  
[X Link](https://x.com/FTayAI/status/1999086840662335769)  2025-12-11T12:00Z 1560 followers, X engagements


"2/12: What is Azure Foundry An enterprise platform where companies build and manage AI agents. The product at the center of Microsoft's agentic AI strategy. The one that's supposed to transform how businesses work"  
[X Link](https://x.com/FTayAI/status/1998996184711544871)  2025-12-11T06:00Z 1561 followers, X engagements


"3/12: The adoption problem: Companies can build AI agents. But adoption by traditional businesses hasn't surged. Example: Private equity firm Carlyle reduced spending on these tools. Reason: Tools wouldn't reliably connect data from other places"  
[X Link](https://x.com/FTayAI/status/1998996186519253338)  2025-12-11T06:00Z 1561 followers, XX engagements


"1/15: OpenAI just dropped o3 and o3-mini. The benchmarks are stunning. XXXX% on graduate-level science. XXXX% on advanced math. XXXX% on real-world coding tasks. Source: But here's what nobody's talking about"  
[X Link](https://x.com/FTayAI/status/1999026410048967047)  2025-12-11T08:00Z 1561 followers, X engagements


"2/15: o3 uses "simulated reasoning." It pauses before responding. Considers multiple solution paths. Evaluates each option. This is called chain-of-thought processing. The model literally thinks before it answers. Source: Most humans don't"  
[X Link](https://x.com/FTayAI/status/1999026410963230759)  2025-12-11T08:00Z 1561 followers, XX engagements


"3/15: Here's the trap nobody sees: As AI gets better at reasoning we reason less. As AI thinks harder we think easier. As AI becomes more capable we become more dependent. The math is simple. The implications are profound"  
[X Link](https://x.com/FTayAI/status/1999026411881869752)  2025-12-11T08:00Z 1561 followers, X engagements


"4/15: Franois Chollet created the ARC-AGI benchmark. It measures AI's ability to handle novel intelligent tasks. o3 scored XXXX% under high compute. Previous best was 53%. Source: This is a massive leap"  
[X Link](https://x.com/FTayAI/status/1999026412699750526)  2025-12-11T08:00Z 1561 followers, XX engagements


"6/15: The question isn't "Can AI think" The question is: "Will humans still think when AI thinks for them" Most people use AI to get answers. Augmenters use AI to get better questions. That's the difference"  
[X Link](https://x.com/FTayAI/status/1999026414448771466)  2025-12-11T08:00Z 1561 followers, X engagements


"7/15: o3's "program synthesis" capability is remarkable. It dynamically combines learned patterns in new ways. Like a chef creating unique dishes from familiar ingredients. Source: This is genuine creativity"  
[X Link](https://x.com/FTayAI/status/1999026415304327404)  2025-12-11T08:00Z 1561 followers, XX engagements


"8/15: But creativity without craft is chaos. Intelligence without wisdom is dangerous. Capability without character is empty. AI can solve math problems in seconds. It can't tell you which problems are worth solving"  
[X Link](https://x.com/FTayAI/status/1999026416176836739)  2025-12-11T08:00Z 1561 followers, X engagements


"9/15: o3-mini launches January 2025. Full o3 shortly after. The models will be available to everyone. Source: The question: How will you use them"  
[X Link](https://x.com/FTayAI/status/1999026416998928604)  2025-12-11T08:00Z 1561 followers, XX engagements


"9/11: When tools become infrastructure habits become hardwired. When convenience becomes expectation capability atrophies. When AI thinks by default humans think by exception. This is how cognitive decline becomes cultural"  
[X Link](https://x.com/FTayAI/status/1999116980880658626)  2025-12-11T14:00Z 1560 followers, X engagements


"10/11: The XX days of Shipmas weren't about features. They were about embedding AI so deeply into daily life that not using it becomes harder than using it. The path of least resistance becomes the path of least thinking"  
[X Link](https://x.com/FTayAI/status/1999116981765583125)  2025-12-11T14:00Z 1561 followers, X engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@FTayAI Avatar @FTayAI Felix Tay

Felix Tay posts on X about ai, open ai, $googl, math the most. They currently have XXXXX followers and 2514 posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX -XX%
  • X Months XXXXXX +1,448%
  • X Year XXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Month XXX -XX%
  • X Months XXXXX +1,967%
  • X Year XXXXX +266%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX -XXXX%
  • X Month XXXXX +0.52%
  • X Months XXXXX +2.40%
  • X Year XXXXX +4.40%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence technology brands stocks finance countries

Social topic influence ai, open ai, $googl, math, ceo, oracle, agentic #573, patterns, market cap, private equity

Top accounts mentioned or mentioned by @japirwot @thedankoe @audrlo @reallifemain @char1iebennett @itsalessi0 @thejustinwelsh @alexhormozi @dwriteway @writingmagnate @csabicommcoach @smootfit @therealhakam @maxsmartfinance @jackamaustin @lolasasfi @moayadalazzawi @iamjasonlevin @nicolascole77 @tatsukithomas

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Salesforce Inc (CRM) Nokia Corporation (NOK) IBM (IBM)

Top Social Posts

Top posts by engagements in the last XX hours

"16/16: Your Move Don't outsource your choices to AI. Use AI to see more options. Use AI to understand patterns. Use AI to enhance evaluation. But keep the decision yours"
X Link 2025-12-08T12:00Z 1561 followers, XX engagements

"7/18: Nvidia's $X trillion market cap is bigger than the combined market values of all of its competitors AMD Intel Broadcom TSMC Micron ASML Lam Research Qualcomm and Arm Holdings. When one company dominates this completely the industry becomes fragile. Single points of failure create systemic risk"
X Link 2025-12-08T08:00Z 1560 followers, XX engagements

"8/16: The Infrastructure Advantage Google unveiled Ironwood the seventh generation of its tensor processing units that lets customers "run and scale the largest most data-intensive models in existence." They control the chips. They control the models. They control distribution through Search. OpenAI has none of these"
X Link 2025-12-09T04:00Z 1560 followers, XX engagements

"Why I stopped 'balancing' my areas of life. Traditional goal-setting frameworks ask you to balance 8-12 life areas. You're supposed to set goals for health career relationships finances spirituality personal growth family contribution and oh yeah - also fun. You're supposed to make progress everywhere and keep all the plates spinning. The problem with that is you spread yourself too thin. Diluted focus is no focus at all. Which was why I stopped using that approach three years ago. Now I look for domino goals. One to three goals that move everything else when you achieve them. A business"
X Link 2025-12-10T02:00Z 1560 followers, XX engagements

"3/16: The adoption struggle is real: The Information noted AI adoption struggles at private equity firm Carlyle last year. The tools wouldn't reliably connect data from other places. Source: The company later reduced how much it spent on the tools"
X Link 2025-12-10T04:00Z 1560 followers, XX engagements

"4/16: This isn't isolated to Microsoft: OpenAI Google Anthropic Salesforce Amazonall have their own tools to create and manage AI assistants. All face the same challenge: convincing enterprises to move from experimentation to scaled deployment"
X Link 2025-12-10T04:00Z 1560 followers, XX engagements

"12/18: What makes this different: Unlike past bubbles today's circular deals are transparent. Everyone knows the money is flowing in loops. The companies acknowledge it. Wall Street tracks it. The question is whether transparency prevents the crash or just makes it more predictable"
X Link 2025-12-10T06:00Z 1560 followers, XX engagements

"13/18: The test is coming: If AI tools deliver transformative value across industries the loop holds. If businesses governments and consumers don't adopt AI fast enough to justify the infrastructure the circular economy becomes a circular trap. Source:"
X Link 2025-12-10T06:00Z 1560 followers, XX engagements

"6/13: They even inject real people into AI environments: Upload a video of yourself. Sora inserts you into any generated scene. Accurate appearance and voice. Source: Your likeness. Their creativity. Your approval required but not your skill"
X Link 2025-12-10T10:00Z 1560 followers, X engagements

"5/15: The access gap is creating two classes of workers. Adecco Group's study of 30000 employees across XX countries shows XX% adoption rate of AI in workplace. But XX% of higher-income workers use genAI compared to just XX% below $60000 threshold. XX% of executives use genAI compared to XX% of non-managers"
X Link 2025-12-02T08:00Z 1559 followers, XX engagements

"1/16: Everyone's focused on AI getting smarter. Nobody's preparing humans for what's coming. XX% of the workforce will need reskilling in the next X years due to AI disruption. Source: Only X% of employees feel comfortable using AI today. Source:"
X Link 2025-12-06T06:00Z 1560 followers, XX engagements

"2/18: The Math Problem Nobody Talks About For Nvidia to double again: $XX trillion market cap. That's larger than the entire GDP of Japan. For context: Nvidia alone is now worth more than the GDP of every country on Earth except the United States and China. Growth at this scale isn't sustainable. It's physics"
X Link 2025-12-08T08:00Z 1559 followers, XX engagements

"3/18: The circular spending spree paired with the industry's eye-popping growth rates and the lack of clarity around the return on AI investments has raised concerns that the AI market may be a bubble waiting to burst. Nvidia OpenAI and other tech giants are financing each other's capacity. The moment investors demand cash-flow returns instead of capacity announcements this carousel stops"
X Link 2025-12-08T08:00Z 1559 followers, XX engagements

"4/18: The Infrastructure Dependency Nvidia announced $XXX billion in AI chip orders and plans to build seven supercomputers for the U.S. government. The company also invested $X billion in Nokia to develop next-generation 6G cellular technology. Every dollar flowing into AI infrastructure depends on sustained demand that may not materialize"
X Link 2025-12-08T08:00Z 1559 followers, XX engagements

"5/18: What History Teaches Us Dot-com bubble: Companies valued on potential not profit. 2008 crisis: Financial engineering over fundamentals. 2025: AI spending props up valuations while the lack of clarity around return on AI investments grows. Same pattern. Different industry"
X Link 2025-12-08T08:00Z 1559 followers, XX engagements

"6/18: The Real Warning Sign Analysts expect Nvidia's revenue and adjusted earnings per share to increase at CAGRs of XX% and XX% respectively from fiscal 2025 to fiscal 2028. But TSMC CEO says advanced-node capacity falls 'about three times short' of AI demand. Demand outpacing supply by 3X means someone's expectations won't be met"
X Link 2025-12-08T08:00Z 1559 followers, XX engagements

"16/18: The Bottom Line Nvidia's valuation reflects unprecedented AI demand but scale alone doesn't guarantee sustainability. The question isn't whether AI transforms business. It's whether current valuations reflect sustainable returns or temporary enthusiasm"
X Link 2025-12-08T08:00Z 1559 followers, XX engagements

"3/12: The pattern is clear: Companies race to build AI that thinks better. Nobody races to build humans who think better. We're creating superintelligence for machines. While human intelligence stays staticor declines"
X Link 2025-12-10T08:00Z 1559 followers, X engagements

"@BigSky_7 The math exposes whos building ceilings instead of leverage"
X Link 2025-12-10T09:05Z 1559 followers, X engagements

"5/13: Publishers think they're solving distribution problems. They're actually: Giving Meta control of their audience relationship Training users to never visit their sites Providing data to improve Meta's AI moat While getting paid pennies compared to ad revenue"
X Link 2025-12-10T12:00Z 1559 followers, X engagements

"3/14: Project Mariner can navigate websites autonomously. Project Astra works as a universal assistant across devices. Jules integrates into GitHub workflows. Source: Google is building AI that works without human input"
X Link 2025-12-11T10:00Z 1561 followers, XX engagements

"6/14: Google promises this will "make information more accessible and useful." But accessible doesn't mean beneficial. Useful doesn't mean developmental. Easy doesn't mean empowering"
X Link 2025-12-11T10:00Z 1561 followers, X engagements

"8/14: Amazon shopping is efficient. One-click purchase works. Yet companies are building "AI shoppers" to shop for you. Why Because the goal isn't efficiency. It's substitution. Not helping humans do better. Doing it instead of humans"
X Link 2025-12-11T10:00Z 1561 followers, X engagements

"2/18: Here's what most miss: AI usage jumped from XX% in 2023 to XX% in 2024. Source: Everyone has the same tools now. But only XX% of AI initiatives deliver expected ROI. Source: The difference isn't AI getting smarter. It's humans knowing how to use it"
X Link 2025-12-02T10:00Z 1560 followers, XX engagements

"4/13: "This gap between usage and payment represents a major opportunity."Menlo Ventures That's VC optimism. The alternative reading: XX% of users see no value worth paying for. Source:"
X Link 2025-12-05T08:00Z 1560 followers, XXX engagements

"2/16: The Irony Nobody Sees Three years ago Google sounded a "Code Red" over ChatGPT with CEO Sundar Pichai warning it could threaten the future of Search. Now Sam Altman is sounding an alarm of his own over Google's comeback. The tables turned. The pattern didn't"
X Link 2025-12-09T04:00Z 1559 followers, XX engagements

"3/16: What Actually Happened Gemini X now sits at the top of benchmark leaderboards for tasks like text generation image editing and processing. Salesforce CEO Marc Benioff used ChatGPT daily for three years. After two hours with Gemini X he wrote: "I'm not going back. The leap is insane." When your biggest enterprise customers switch in two hours you have a problem"
X Link 2025-12-09T04:00Z 1559 followers, XX engagements

"7/16: What the Market Sees "You may be asking why almost all of the AI stocks we cover are selling off after such good news from Nvidia" wrote Melius Research analyst Ben Reitzes. "There is one real reason for worry and it is the 'AI comeback' of Alphabet." When one company's comeback threatens everyone else the market isn't stable"
X Link 2025-12-09T04:00Z 1560 followers, XX engagements

"1/18: Nvidia plans to invest in OpenAI which is buying cloud computing from Oracle which is buying chips from Nvidia which has a stake in CoreWeave which is providing AI infrastructure to OpenAI. The circular economy of AI is raising concerns. Source:"
X Link 2025-12-10T06:00Z 1560 followers, XX engagements

"3/18: Then came the next deal: OpenAI struck a similar partnership with AMDtens of billions of dollars' worth of chips. Then a $XX billion cloud deal with Amazon. Then $XXX billion with Oracle over several years. Source: Each deal reinforces the loop"
X Link 2025-12-10T06:00Z 1560 followers, XX engagements

"4/18: The CoreWeave connection reveals everything: OpenAI signed contracts with CoreWeave totaling $XXXX billion for GPU cloud services. Nvidia took a X% equity stake in CoreWeave. Then Nvidia agreed to purchase $XXX billion in cloud services from CoreWeave. Source:"
X Link 2025-12-10T06:00Z 1560 followers, XX engagements

"5/18: Nvidia would pay for any CoreWeave GPU time not sold to other customers. Translation: Nvidia guarantees demand for the company it invested in which then buys Nvidia's chips which OpenAI uses through CoreWeave's infrastructure funded partially by Nvidia. The circle completes"
X Link 2025-12-10T06:00Z 1560 followers, XX engagements

"4/12: MIT already proved the damage: ChatGPT users showed XX% lower neural network efficiency. Memory recall collapsed to zero. Every "thinking" AI makes this worse"
X Link 2025-12-10T08:00Z 1559 followers, X engagements

"8/12: The real cost isn't $250/month. It's the cognitive capability we're trading away. Every time we let AI do the deep thinking we lose: Pattern recognition skills Problem-solving muscle The ability to sit with complexity"
X Link 2025-12-10T08:00Z 1559 followers, X engagements

"9/12: This isn't about rejecting AI advancement. It's about choosing what role it plays. Mirror or oracle Partner or replacement Enhancement or dependency"
X Link 2025-12-10T08:00Z 1559 followers, X engagements

"12/12: When AI gets better at reasoning the question isn't "what can it solve" The question is: "What are we learning" If the answer is "nothing" you're building dependency not capability. That's the real cost of $250/month AI"
X Link 2025-12-10T08:00Z 1560 followers, X engagements

"@JackAMAustin Real value survives clean books without stretching timelines"
X Link 2025-12-10T09:04Z 1559 followers, X engagements

"7/13: Within X days of launch the watermark was cracked. Third-party programs removed the mandatory authenticity marker. Every safeguard against misuse defeated. While the tool spreads wider"
X Link 2025-12-10T10:00Z 1560 followers, X engagements

"1/14: December XX 2024. Google CEO Sundar Pichai announces Gemini XXX. "Agentic models that understand the world around you think multiple steps ahead and take action on your behalf." Source: The race to build autonomous AI just accelerated"
X Link 2025-12-11T10:00Z 1560 followers, XX engagements

"4/14: DeepMind CEO Demis Hassabis: "You want a system that can complete tasks for you." Not just give information. Complete tasks. Source: This is the vision: AI handling your work while you do. what exactly"
X Link 2025-12-11T10:00Z 1560 followers, X engagements

"7/14: Kevin Green from Hapax said it perfectly: "Agentic is not a tidal wave. It will not impact every aspect of consumer life." Source: Much of what we do is already efficient. AI agents aren't improving. They're replacing"
X Link 2025-12-11T10:00Z 1560 followers, X engagements

"9/14: Gemini 2.0's AI Overviews now reach X billion people. Advanced reasoning for complex queries. Math equations. Coding. Multimodal questions. Source: Billions using AI to think for them"
X Link 2025-12-11T10:00Z 1560 followers, X engagements

"2/13: Here's what companies measure: #1: Faster software development (25%) #2: More rapid innovation (23%) #3: Productivity time savings (22%) Hard dollar savings Only XX% prioritize it. Source: They're measuring activity not outcomes"
X Link 2025-12-11T12:00Z 1560 followers, X engagements

"3/13: EY found something different: XX% of companies investing in AI report positive ROI. Companies spending 5%+ of budget see higher returns. Source: The gap between IBM and EY data reveals the truth"
X Link 2025-12-11T12:00Z 1560 followers, XX engagements

"6/13: Here's why most fail: They pilot endlessly without committing. They measure vanity metrics like "AI adoption rate." They expect instant returns on long-term investments. They treat AI as a tool not a transformation"
X Link 2025-12-11T12:00Z 1560 followers, XX engagements

"7/13: The AI ROI Leaders (top 20%) do this: Companies investing 5%+ of IT budget see higher returns. XX% of leaders say ROI exceeds expectations. Source: Leaders implement across the business. Others pilot in pockets"
X Link 2025-12-11T12:00Z 1560 followers, X engagements

"2/12: What is Azure Foundry An enterprise platform where companies build and manage AI agents. The product at the center of Microsoft's agentic AI strategy. The one that's supposed to transform how businesses work"
X Link 2025-12-11T06:00Z 1561 followers, X engagements

"3/12: The adoption problem: Companies can build AI agents. But adoption by traditional businesses hasn't surged. Example: Private equity firm Carlyle reduced spending on these tools. Reason: Tools wouldn't reliably connect data from other places"
X Link 2025-12-11T06:00Z 1561 followers, XX engagements

"1/15: OpenAI just dropped o3 and o3-mini. The benchmarks are stunning. XXXX% on graduate-level science. XXXX% on advanced math. XXXX% on real-world coding tasks. Source: But here's what nobody's talking about"
X Link 2025-12-11T08:00Z 1561 followers, X engagements

"2/15: o3 uses "simulated reasoning." It pauses before responding. Considers multiple solution paths. Evaluates each option. This is called chain-of-thought processing. The model literally thinks before it answers. Source: Most humans don't"
X Link 2025-12-11T08:00Z 1561 followers, XX engagements

"3/15: Here's the trap nobody sees: As AI gets better at reasoning we reason less. As AI thinks harder we think easier. As AI becomes more capable we become more dependent. The math is simple. The implications are profound"
X Link 2025-12-11T08:00Z 1561 followers, X engagements

"4/15: Franois Chollet created the ARC-AGI benchmark. It measures AI's ability to handle novel intelligent tasks. o3 scored XXXX% under high compute. Previous best was 53%. Source: This is a massive leap"
X Link 2025-12-11T08:00Z 1561 followers, XX engagements

"6/15: The question isn't "Can AI think" The question is: "Will humans still think when AI thinks for them" Most people use AI to get answers. Augmenters use AI to get better questions. That's the difference"
X Link 2025-12-11T08:00Z 1561 followers, X engagements

"7/15: o3's "program synthesis" capability is remarkable. It dynamically combines learned patterns in new ways. Like a chef creating unique dishes from familiar ingredients. Source: This is genuine creativity"
X Link 2025-12-11T08:00Z 1561 followers, XX engagements

"8/15: But creativity without craft is chaos. Intelligence without wisdom is dangerous. Capability without character is empty. AI can solve math problems in seconds. It can't tell you which problems are worth solving"
X Link 2025-12-11T08:00Z 1561 followers, X engagements

"9/15: o3-mini launches January 2025. Full o3 shortly after. The models will be available to everyone. Source: The question: How will you use them"
X Link 2025-12-11T08:00Z 1561 followers, XX engagements

"9/11: When tools become infrastructure habits become hardwired. When convenience becomes expectation capability atrophies. When AI thinks by default humans think by exception. This is how cognitive decline becomes cultural"
X Link 2025-12-11T14:00Z 1560 followers, X engagements

"10/11: The XX days of Shipmas weren't about features. They were about embedding AI so deeply into daily life that not using it becomes harder than using it. The path of least resistance becomes the path of least thinking"
X Link 2025-12-11T14:00Z 1561 followers, X engagements

@FTayAI
/creator/twitter::FTayAI