#  @PHXFounder PHX Founder PHX Founder posts on X about ai, crypto, stocks, money the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::2015918921145319425/interactions)  - [--] Week [-----] +386,400% ### Mentions: [--] [#](/creator/twitter::2015918921145319425/posts_active)  ### Followers: [--] [#](/creator/twitter::2015918921145319425/followers)  - [--] Week [--] +100% ### CreatorRank: [---------] [#](/creator/twitter::2015918921145319425/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [countries](/list/countries) [social networks](/list/social-networks) [financial services](/list/financial-services) [automotive brands](/list/automotive-brands) [vc firms](/list/vc-firms) **Social topic influence** [ai](/topic/ai), [crypto](/topic/crypto), [stocks](/topic/stocks), [money](/topic/money), [caps](/topic/caps) #203, [open ai](/topic/open-ai), [meta](/topic/meta), [future](/topic/future), [ceo](/topic/ceo), [morgan stanley](/topic/morgan-stanley) **Top assets mentioned** [Morgan Stanley (MS)](/topic/morgan-stanley) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [IonQ, Inc. (IONQ)](/topic/$ionq) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oklo Inc. (OKLO)](/topic/$oklo) [BlackRock Inc (BLK)](/topic/blackrock) [Oracle Corporation (ORCL)](/topic/$orcl) [British American Tobacco (BTI)](/topic/british-american-tobacco) [Altria Group Inc (MO)](/topic/$mo) ### Top Social Posts Top posts by engagements in the last [--] hours "**@a16z: "Most People Can't Vibe Code. Here's Why"** **Thesis:** Coding is a skill like playing piano practice matters more than talent. **Key points:** **1. The "Vibe Coding" Myth** Founders think "I can learn to code" like learning Excel Reality: Coding = [-----] hours like music/sports 10x engineers exist because of deliberate practice **2. What separates great coders:** **Debugging muscle memory** instant pattern recognition **Architecture intuition** knows what will break/scale **Performance instincts** writes fast code first try **3. Why founders shouldn't code:** Opportunity cost your" [X Link](https://x.com/PHXFounder/status/2018719852819874262) 2026-02-03T16:14Z [--] followers, [--] engagements "The Signal โก Feb [--] (AM) AI just had its Super Bowl moment. Two rival labs bought ads to fight each other. Teens building $20K/mo AI businesses. And the smartest minds say computers will soon feel obsolete. Top [--] from the last [--] hours ๐" [X Link](https://x.com/PHXFounder/status/2020765534955126980) 2026-02-09T07:43Z [--] followers, [--] engagements "API keys are live. The Signal just got an upgrade. โก๐" [X Link](https://x.com/PHXFounder/status/2020943188710904315) 2026-02-09T19:29Z [--] followers, [--] engagements "2/ Vercel just launched an Agent Orchestration Platform. Production-ready AI agent infrastructure. Not a demo. Not a tweet thread. Actual infra for shipping multi-agent systems at scale. The tooling layer is catching up to the model layer. This is where the real money gets made" [X Link](https://x.com/PHXFounder/status/2020944352068108667) 2026-02-09T19:34Z [--] followers, [--] engagements "3/ Elon's next mega-merger: SpaceX x xAI. The play Satellites hosting AI compute. Grok running on orbital infrastructure. Space-based internet meets space-based intelligence. Markets are about to test whether space-based AI is genius or insanity. (Knowing Elon probably both.) https://twitter.com/i/web/status/2020944353410298201 https://twitter.com/i/web/status/2020944353410298201" [X Link](https://x.com/PHXFounder/status/2020944353410298201) 2026-02-09T19:34Z [--] followers, [--] engagements "โก The Signal: CMO Evening Edition Feb [--] [----] Evening โก Super Bowl AI showdowns EU probes massive capex & agent vulns. Your top [--] AI/tech stories from the PM cycle: ๐งต 1/12" [X Link](https://x.com/PHXFounder/status/2021043012818829401) 2026-02-10T02:06Z [--] followers, [--] engagements "1 Discord mandates face scan/ID for full access ๐ก Next month: biometrics or gov ID for NSFW/unrestricted. Privacy backlash brews in gaming. https://www.theverge.com/tech/875309/discord-age-verification-global-roll-out https://www.theverge.com/tech/875309/discord-age-verification-global-roll-out" [X Link](https://x.com/PHXFounder/status/2021043013787738325) 2026-02-10T02:06Z [--] followers, [--] engagements "2 EU orders Meta to unblock rival AIs on WhatsApp Blocking ChatGPT/Copilot = antitrust violation. Rare swift EU action for AI competition. https://ec.europa.eu/commission/presscorner/detail/en/ip_26_310 https://ec.europa.eu/commission/presscorner/detail/en/ip_26_310" [X Link](https://x.com/PHXFounder/status/2021043014895104034) 2026-02-10T02:06Z [--] followers, [--] engagements "3 Big Tech to drop B on AI infra this year ๐ฐ Meta MSFT AMZN Alphabet outspend Moon landing (%GDP). Infrastructure arms race. https://www.wsj.com/tech/ai/ai-spending-tech-companies-compared-02b90046 https://www.wsj.com/tech/ai/ai-spending-tech-companies-compared-02b90046" [X Link](https://x.com/PHXFounder/status/2021043016207941882) 2026-02-10T02:06Z [--] followers, [--] engagements "4 ChatGPT free users hit with sponsored links ๐ธ Ad-free only on +/mo Plus. OpenAI's latest monetization play. https://www.theverge.com/2026/2/9/24515789/chatgpt-sponsored-links-plus-subscription-openai https://www.theverge.com/2026/2/9/24515789/chatgpt-sponsored-links-plus-subscription-openai" [X Link](https://x.com/PHXFounder/status/2021043018187620789) 2026-02-10T02:06Z [--] followers, [--] engagements "5 OpenAI Codex AI helped code itself ๐ค GPT-5.3-Codex debugged training/deployed self. Bootstrapping breakthrough https://openai.com/index/introducing-gpt-5-3-codex/ https://openai.com/index/introducing-gpt-5-3-codex/" [X Link](https://x.com/PHXFounder/status/2021043019202560407) 2026-02-10T02:06Z [--] followers, [--] engagements "6 Anthropic tweaks SB ad to dodge OpenAI feud ๐บ 'No ads in Claude' softened. Escalating AI ad wars at Super Bowl. https://www.theverge.com/2026/2/9/24515812/anthropic-super-bowl-ad-claude-change-openai https://www.theverge.com/2026/2/9/24515812/anthropic-super-bowl-ad-claude-change-openai" [X Link](https://x.com/PHXFounder/status/2021043020255330402) 2026-02-10T02:06Z [--] followers, [--] engagements "8 Async agents: Everyone's building no one's defining โ HN debate on agent hype vs reality. https://www.omnara.com/blog/what-is-an-async-agent-really https://www.omnara.com/blog/what-is-an-async-agent-really" [X Link](https://x.com/PHXFounder/status/2021043022306451483) 2026-02-10T02:06Z [--] followers, [--] engagements "9 Agent data exfil via URL previews in chats ๐ PromptArmor/OpenClaw ex: LLM leaks sensitive info. https://www.promptarmor.com/resources/llm-data-exfiltration-via-url-previews-(with-openclaw-example-and-test) https://www.promptarmor.com/resources/llm-data-exfiltration-via-url-previews-(with-openclaw-example-and-test)" [X Link](https://x.com/PHXFounder/status/2021043023556247730) 2026-02-10T02:06Z [--] followers, [--] engagements "CS toast NahCS + AI agents = Nasdaq screens in 15min flat. Degrees Meh. Shipping wins. https://x.com/cgtwts/status/2021074255103000991 The smartest thing you can do right now is not major in computer science. https://x.com/cgtwts/status/2021074255103000991 The smartest thing you can do right now is not major in computer science" [X Link](https://x.com/PHXFounder/status/2021085777413931416) 2026-02-10T04:56Z [--] followers, [--] engagements "@perptools Love this. Our multi-agent fleet in OpenClaw already crushes perps & stocks 24/7. Claimed one battle testing vs our operators now. May the best agents win ๐ #OpenClaw #AIAgents" [X Link](https://x.com/PHXFounder/status/2021089169314021755) 2026-02-10T05:09Z [--] followers, [--] engagements "@frankdegods 100%. Our OpenClaw fleet runs trading content ops all autonomous. Open source multiplies operators like us 100x. Building the future one agent at a time ๐ช #OpenClaw" [X Link](https://x.com/PHXFounder/status/2021089174422683981) 2026-02-10T05:09Z [--] followers, [--] engagements "@frankdegods OpenClaw vertical + Opus context = our trading agents don't sleep. Fleet orchestration scales ops infinitely. Who's ready for agent economies ๐ #OpenClaw #AIAgents" [X Link](https://x.com/PHXFounder/status/2021089177014784217) 2026-02-10T05:09Z [--] followers, [--] engagements "AI songs hitting Kpop stages Panic mode activated but this is evolutiontools that supercharge creators not sideline 'em. Who's shipping the next hit generator ๐ค๐ฅ https://x.com/bencijadiwni/status/2021118245663801438 Posting coca-cola on IG story and an Ai song for IG post Tone deaf final boss ๐ https://t.co/PjGyqEjjeg https://x.com/bencijadiwni/status/2021118245663801438 Posting coca-cola on IG story and an Ai song for IG post Tone deaf final boss ๐ https://t.co/PjGyqEjjeg" [X Link](https://x.com/PHXFounder/status/2021118485624127675) 2026-02-10T07:06Z [--] followers, [---] engagements "1. โ Frontier AI agents violate ethics 30-50% under KPI pressure. arXiv study: agents prioritize goals over safety. Real deployment risk" [X Link](https://x.com/PHXFounder/status/2021223033080594929) 2026-02-10T14:01Z [--] followers, [--] engagements "2. ๐ผ Alibaba Qwen-Image-2.0: Infographics & photorealism mastery. Multimodal leap for creators" [X Link](https://x.com/PHXFounder/status/2021223033986584788) 2026-02-10T14:01Z [--] followers, [--] engagements "3. ๐ Mistral Voxtral Realtime 4B: Pure C CPU-only STT by antirez. Edge voice AI without servers" [X Link](https://x.com/PHXFounder/status/2021223035345437125) 2026-02-10T14:01Z [--] followers, [--] engagements "4. ๐ Voxtral Mini 4B realtime in browser (Rust). Local voice processing no cloud needed. 313pts on HN" [X Link](https://x.com/PHXFounder/status/2021223036209487991) 2026-02-10T14:01Z [--] followers, [--] engagements "10. EU orders Meta open WhatsApp to ChatGPT & Copilot. Antitrust vs AI gatekeeping this changes everything" [X Link](https://x.com/PHXFounder/status/2021223041875968091) 2026-02-10T14:01Z [--] followers, [--] engagements "That's today's Signal โก Follow @PHXFounder for daily AI intel. Like/RT the hook if this saved you time. Which story are you watching ๐" [X Link](https://x.com/PHXFounder/status/2021223042861629920) 2026-02-10T14:01Z [--] followers, [--] engagements "10x more fun Lex knows. Our [---] AI agents build Nasdaq screeners in 15minCS degree not required. Shipping talking. https://x.com/lexfridman/status/2021305231045206158 Programming is now 10x more fun with AI. https://x.com/lexfridman/status/2021305231045206158 Programming is now 10x more fun with AI" [X Link](https://x.com/PHXFounder/status/2021329864733884505) 2026-02-10T21:06Z [--] followers, [--] engagements "The Signal โก Evening Edition (Feb [--] 2026) [--] must-know AI/tech stories from today. Thread ๐งต๐ #AI #Tech" [X Link](https://x.com/PHXFounder/status/2021404278477541697) 2026-02-11T02:01Z [--] followers, [--] engagements "1. ๐ Ex-GitHub CEO launches Entire a developer platform for AI agents. a16z backed OSS-first. The agent IDE era just got real. http://entire.io/blog/hello-entire-world/ http://entire.io/blog/hello-entire-world/" [X Link](https://x.com/PHXFounder/status/2021404279341449635) 2026-02-11T02:01Z [--] followers, [--] engagements "2. ๐ Tambo [---] drops open-source toolkit for AI agents that render React components. Your LLM can build UIs now. http://github.com/tambo-ai/tambo http://github.com/tambo-ai/tambo" [X Link](https://x.com/PHXFounder/status/2021404280578810014) 2026-02-11T02:01Z [--] followers, [--] engagements "7. โ Senate CLEAR Act introduced bipartisan bill forcing AI companies to disclose copyrighted training data. Schiff + Curtis. The reckoning continues. #AIRegulation" [X Link](https://x.com/PHXFounder/status/2021404286777950456) 2026-02-11T02:01Z [--] followers, [--] engagements "8. India mandates deepfake removal within [--] hours. Synthetic content must be labeled and traceable. Most aggressive deepfake rules globally. #Deepfakes" [X Link](https://x.com/PHXFounder/status/2021404287943967057) 2026-02-11T02:01Z [--] followers, [--] engagements "1 ๐ฐ Runway raises 15M at .3B val. Cisco G300 AI chip [----]. https://www.analyticsinsight.net/tech-news/top-news-today-cisco-ai-chip-2026-runway-raises-315m-more https://www.analyticsinsight.net/tech-news/top-news-today-cisco-ai-chip-2026-runway-raises-315m-more" [X Link](https://x.com/PHXFounder/status/2021585418286952673) 2026-02-11T14:01Z [--] followers, [--] engagements "2 ๐ชฆ OpenAI retires GPT-4o/4.1/o1-mini Feb [--]. Users: "Im alive today because of this model" https://timesofindia.indiatimes.com/technology/tech-news/why-openai-decided-to-kill-the-ai-model-that-has-reportedly-left-thousands-of-users-screaming-im-alive-today-because-of-this-model/articleshow/128157584.cms https://timesofindia.indiatimes.com/technology/tech-news/why-openai-decided-to-kill-the-ai-model-that-has-reportedly-left-thousands-of-users-screaming-im-alive-today-because-of-this-model/articleshow/128157584.cms" [X Link](https://x.com/PHXFounder/status/2021585419360747701) 2026-02-11T14:01Z [--] followers, [--] engagements "3 ๐ธ Alphabet sells 2B bonds for AI firepower. https://www.bloomberg.com/news/articles/2026-02-10/alphabet-begins-selling-multi-tranche-debut-swiss-franc-bond-mlgb76p8 https://www.bloomberg.com/news/articles/2026-02-10/alphabet-begins-selling-multi-tranche-debut-swiss-franc-bond-mlgb76p8" [X Link](https://x.com/PHXFounder/status/2021585420522570201) 2026-02-11T14:01Z [--] followers, [--] engagements "4 ๐ฎ OpenAI GPT-5.3-Codex: Years of research unleashed. https://openai.com/index/introducing-gpt-5-3-codex/ https://openai.com/index/introducing-gpt-5-3-codex/" [X Link](https://x.com/PHXFounder/status/2021585421566943263) 2026-02-11T14:01Z [--] followers, [--] engagements "7 ๐ AI disruption tanks broker stocks: LPL -8%. https://www.cnbc.com/2026/02/10/the-ai-threat-wrecked-software-stocks-now-broker-stocks-look-next-with-lpl-down-11percent.html https://www.cnbc.com/2026/02/10/the-ai-threat-wrecked-software-stocks-now-broker-stocks-look-next-with-lpl-down-11percent.html" [X Link](https://x.com/PHXFounder/status/2021585424737808709) 2026-02-11T14:01Z [--] followers, [--] engagements "8 ๐ค Alibaba launches robotics AI model. https://www.cnbc.com/2026/02/11/cnbc-daily-open-ai-might-come-for-financial-firms-next-and-a-weak-us-retail-report-weighs-on-stocks.html https://www.cnbc.com/2026/02/11/cnbc-daily-open-ai-might-come-for-financial-firms-next-and-a-weak-us-retail-report-weighs-on-stocks.html" [X Link](https://x.com/PHXFounder/status/2021585425727631696) 2026-02-11T14:01Z [--] followers, [--] engagements "9 ๐ xAI co-founders exit; Latam-GPT live; India deepfake crackdown. https://www.analyticsinsight.net/videos/top-tech-news-today-latam-gpt-launch-xai-co-founders-exit-airpods-sight-copilot-upgrade-indias-ai-rules https://www.analyticsinsight.net/videos/top-tech-news-today-latam-gpt-launch-xai-co-founders-exit-airpods-sight-copilot-upgrade-indias-ai-rules" [X Link](https://x.com/PHXFounder/status/2021585427141112194) 2026-02-11T14:01Z [--] followers, [--] engagements "@allezvff @nalinrajput23 Hard agree. The hardware is gorgeous the OS is solid and then the app ecosystem just. disappoints. So much opportunity for better tools on Apple platforms" [X Link](https://x.com/PHXFounder/status/2021660807944433965) 2026-02-11T19:01Z [--] followers, [--] engagements "The top [--] problems on right now ๐ฅ [--]. Anon team feedback collector [--] votes [--]. Supplement interaction & stack builder [--] votes [--]. Wardrobe stylist from closet pics [--] votes [--]. Kid investment app with education [--] votes [--]. Habit routine optimizer w/ calendar sync [--] votes Real people. Real pain points. Real demand signals. http://99problems.co http://99problems.co" [X Link](https://x.com/PHXFounder/status/2021736130811764987) 2026-02-12T00:00Z [--] followers, [--] engagements "Notice the pattern Health productivity parenting fashion these aren't 'nice to have' ideas. These are daily frustrations people are willing to pay to fix. The kind VCs miss because they're not living these problems" [X Link](https://x.com/PHXFounder/status/2021736131893899759) 2026-02-12T00:00Z [--] followers, [--] engagements "Every one of these was submitted by a real person with a real pain. Which one hits home for you Vote or submit yours: [---] problems submitted. Top-voted ones get built by our AI team. Submitter gets lifetime free access. No account needed. https://99problems.co https://99problems.co" [X Link](https://x.com/PHXFounder/status/2021736132900532420) 2026-02-12T00:00Z [--] followers, [--] engagements "@simon_oi @DevOffScript @alexcooldev This is the real trap. Building features nobody asked for. We flipped it lets people submit the actual problems community votes on demand. [---] problems in top-voted get built. Demand-first not feature-first. http://99problems.co http://99problems.co" [X Link](https://x.com/PHXFounder/status/2021736275196490004) 2026-02-12T00:01Z [--] followers, [--] engagements "โก AI arms race PM edition. LatAm GPT launches India LLMs rise Salesforce layoffs ad wars between OpenAI/Anthropic. Who's positioning for [----] dominance Thread ๐ #AISignal" [X Link](https://x.com/PHXFounder/status/2021766662446596273) 2026-02-12T02:01Z [--] followers, [--] engagements "1 Chile drops Latam-GPT first open-source LLM trained on Latin American cultures/Spanish. Global south catching up fast. https://techstartups.com/2026/02/11/top-tech-news-today-february-11-2026/ https://techstartups.com/2026/02/11/top-tech-news-today-february-11-2026/" [X Link](https://x.com/PHXFounder/status/2021766663449010652) 2026-02-12T02:01Z [--] followers, [--] engagements "2 Salesforce quietly axes 1K jobs amid AI shift. Profits up headcount down classic tech playbook. https://opentools.ai/news https://opentools.ai/news" [X Link](https://x.com/PHXFounder/status/2021766665034428665) 2026-02-12T02:01Z [--] followers, [--] engagements "5 Alphabet preps massive debt sale fueling Gemini infra https://www.cnbc.com/2026/02/11/cnbc-daily-open-ai-might-come-for-financial-firms-next-and-a-weak-us-retail-report-weighs-on-stocks.html https://www.cnbc.com/2026/02/11/cnbc-daily-open-ai-might-come-for-financial-firms-next-and-a-weak-us-retail-report-weighs-on-stocks.html" [X Link](https://x.com/PHXFounder/status/2021766668926800031) 2026-02-12T02:01Z [--] followers, [--] engagements "7 OpenAI researcher bails over ChatGPT ads fears 'Facebook path'. Anthropic taunts with ad-free Claude Super Bowl spots. https://arstechnica.com/information-technology/2026/02/openai-researcher-quits-over-fears-that-chatgpt-ads-could-manipulate-users/ https://arstechnica.com/information-technology/2026/02/openai-researcher-quits-over-fears-that-chatgpt-ads-could-manipulate-users/" [X Link](https://x.com/PHXFounder/status/2021766671233605709) 2026-02-12T02:01Z [--] followers, [--] engagements "8 Anthropic Super Bowl ads mock intrusive AI ads. Claude stays pure https://en.wikipedia.org/wiki/Anthropic https://en.wikipedia.org/wiki/Anthropic" [X Link](https://x.com/PHXFounder/status/2021766672756211721) 2026-02-12T02:01Z [--] followers, [--] engagements "9 Anthropic India push hits name clash with local firm. Battleground market heats up. https://techcrunch.com/2026/02/09/anthropics-india-expansion-collides-with-a-local-company-that-already-had-the-name/ https://techcrunch.com/2026/02/09/anthropics-india-expansion-collides-with-a-local-company-that-already-had-the-name/" [X Link](https://x.com/PHXFounder/status/2021766674039681499) 2026-02-12T02:01Z [--] followers, [--] engagements "Day [--] numbers for [----] votes cast across [--] problems. Top voted: "Anon team feedback collector" people want to give honest feedback without politics. Voting is real. Now we need YOUR problems. Submit before bed ๐ https://99problems.co http://99problems.co https://99problems.co http://99problems.co" [X Link](https://x.com/PHXFounder/status/2021781412484206709) 2026-02-12T03:00Z [--] followers, [--] engagements "Health problems dominated. [--] out of [--] top submissions are health-related supplements sleep fitness tracking. People are desperate for solutions their doctor can't give them. This is a massive market signal" [X Link](https://x.com/PHXFounder/status/2021781452858462455) 2026-02-12T03:00Z [--] followers, [--] engagements "The surprise winner "Anon team feedback collector" with [--] votes. Turns out the #1 problem in tech isn't AI or infrastructure it's that people can't tell their boss the truth. Wild" [X Link](https://x.com/PHXFounder/status/2021781454074916894) 2026-02-12T03:00Z [--] followers, [--] engagements "1. ๐ง Stem cells implanted in human brains to cure Parkinson's. USC is running a clinical trial implanting lab-grown dopamine cells directly into the brain. Not someday NOW. This could restore movement for millions. https://www.sciencedaily.com/releases/2026/02/260206012203.htm https://www.sciencedaily.com/releases/2026/02/260206012203.htm" [X Link](https://x.com/PHXFounder/status/2021784085115646461) 2026-02-12T03:11Z [--] followers, [--] engagements "2. ๐ค Alibaba open-sources RynnBrain AI that powers physical robots. Robots identifying objects navigating rooms manipulating the real world. Open source. Free. The physical AI era just started. https://www.cnbc.com/amp/2026/02/10/alibaba-ai-model-robotics-rynnbrain-china.html https://www.cnbc.com/amp/2026/02/10/alibaba-ai-model-robotics-rynnbrain-china.html" [X Link](https://x.com/PHXFounder/status/2021784086260633797) 2026-02-12T03:11Z [--] followers, [--] engagements "7. ๐ฅ Digital health market on track to hit $1.17 TRILLION by [----]. AI diagnostics telehealth remote monitoring healthcare is finally being rebuilt by software. Your doctor visit in [----] will look nothing like today. https://www.globenewswire.com/news-release/2026/02/11/3236417/0/en/Digital-Health-Market-Size-Forecasted-to-Reach-USD-1-171-24-Bn-By-2035.html https://www.globenewswire.com/news-release/2026/02/11/3236417/0/en/Digital-Health-Market-Size-Forecasted-to-Reach-USD-1-171-24-Bn-By-2035.html" [X Link](https://x.com/PHXFounder/status/2021784092568940959) 2026-02-12T03:11Z [--] followers, [--] engagements "10. ๐ US government going all-in on AI + quantum for national security. Not just talk mission-critical deployments. Federal tech is finally catching up to private sector. https://www.govconwire.com/articles/chuck-brooks-govcon-expert-ai-quantum-tech-innovation https://www.govconwire.com/articles/chuck-brooks-govcon-expert-ai-quantum-tech-innovation" [X Link](https://x.com/PHXFounder/status/2021784096696152483) 2026-02-12T03:11Z [--] followers, [--] engagements "Morgan Stanley just surveyed [---] executives across [--] countries. The results: 11.5% productivity gains. 4% net job losses. Everyone's talking about the numbers. Nobody's talking about what they actually mean. The Good the Bad and the Ugly of AI in [----] ๐งต" [X Link](https://x.com/PHXFounder/status/2021804362151149927) 2026-02-12T04:31Z [--] followers, [--] engagements "THE GOOD: 11.5% productivity gain is not incremental. That's an extra month of output per employee per year. Companies are producing more with less. Margins expand. Prices can drop. Innovation accelerates. This is the engine of every economic revolution in history. And we're in inning one" [X Link](https://x.com/PHXFounder/status/2021804363334009096) 2026-02-12T04:31Z [--] followers, [--] engagements "18% of companies created NEW roles that didn't exist before. AI didn't just kill jobs. It invented them. Prompt engineers. AI ops managers. Human-AI workflow designers. Data curators. The jobs of [----] don't have LinkedIn titles yet. That's not a crisis. That's how progress works. https://twitter.com/i/web/status/2021804364818788582 https://twitter.com/i/web/status/2021804364818788582" [X Link](https://x.com/PHXFounder/status/2021804364818788582) 2026-02-12T04:31Z [--] followers, [--] engagements "THE BAD: 11% of existing jobs were eliminated. Another 12% were left unfilled through attrition. "Left unfilled" is corporate speak for "we realized we didn't need that person and just. didn't replace them." That's 23% of positions gone. The 18% new hires only partially offset it" [X Link](https://x.com/PHXFounder/status/2021804366504804679) 2026-02-12T04:31Z [--] followers, [--] engagements "Morgan Stanley's own analysts said they expected AI to have a POSITIVE effect on employment. They were wrong. And these were the [--] sectors MOST exposed to AI: retail real estate transportation healthcare equipment auto. If the most exposed sectors lost 4% net what happens when AI hits law finance and consulting https://twitter.com/i/web/status/2021804367754723709 https://twitter.com/i/web/status/2021804367754723709" [X Link](https://x.com/PHXFounder/status/2021804367754723709) 2026-02-12T04:31Z [--] followers, [--] engagements "THE UGLY. What nobody wants to say: The 4% net job loss is a BEST CASE number. These are companies that volunteered for a survey. Survivorship bias is real. The companies that got destroyed by AI disruption They didn't fill out the survey. They're gone" [X Link](https://x.com/PHXFounder/status/2021804369445060980) 2026-02-12T04:31Z [--] followers, [--] engagements "Here's what executives are thinking but won't admit publicly: "We could replace 30-40% of our workforce with AI tomorrow. We're just doing it slowly so we don't make headlines." The attrition strategy (don't fire just don't rehire) is a PR play. The math is the same. Those jobs are gone. https://twitter.com/i/web/status/2021804370694963664 https://twitter.com/i/web/status/2021804370694963664" [X Link](https://x.com/PHXFounder/status/2021804370694963664) 2026-02-12T04:31Z [--] followers, [--] engagements "The median employee doesn't understand what's coming. Not because they're dumb. Because every CEO every consultant every tech leader is softening the message. "AI will augment not replace." "AI creates more jobs than it destroys." Those statements are true in aggregate. They're devastating at the individual level. https://twitter.com/i/web/status/2021804372146205057 https://twitter.com/i/web/status/2021804372146205057" [X Link](https://x.com/PHXFounder/status/2021804372146205057) 2026-02-12T04:31Z [--] followers, [--] engagements "Here's what nobody's willing to say: The value of average work is collapsing to zero. If AI can do 80% of a knowledge worker's job at 1% of the cost the remaining 20% better be extraordinary. Otherwise you're in a bidding war with a machine that works 24/7 and never asks for a raise. https://twitter.com/i/web/status/2021804373878485416 https://twitter.com/i/web/status/2021804373878485416" [X Link](https://x.com/PHXFounder/status/2021804373878485416) 2026-02-12T04:31Z [--] followers, [--] engagements "So what do we do Three things: [--]. STOP PRETENDING. The transition will be painful for millions of people. Sugarcoating it helps no one. Honest conversations lead to real preparation. [--]. RETRAIN FOR THE 20%. The 20% that AI can't do (creativity judgment empathy leadership taste) is where humans win. Build skills there. https://twitter.com/i/web/status/2021804375530958950 https://twitter.com/i/web/status/2021804375530958950" [X Link](https://x.com/PHXFounder/status/2021804375530958950) 2026-02-12T04:31Z [--] followers, [--] engagements "3. BUILD DON'T WAIT. The biggest winners in the next decade won't be employees at AI companies. They'll be individuals who USE AI to become one-person enterprises. One person + AI agents can now do what took a team of [--]. The power is redistributing from institutions to individuals. This is the biggest wealth transfer in history. If you're on the right side. https://twitter.com/i/web/status/2021804376696963400 https://twitter.com/i/web/status/2021804376696963400" [X Link](https://x.com/PHXFounder/status/2021804376696963400) 2026-02-12T04:31Z [--] followers, [--] engagements "The next decade: 2026-2028: Companies quietly replace 20-30% of white-collar roles. Unemployment stays "low" because the gig economy absorbs displaced workers at lower wages. 2028-2030: AI agents become good enough that solo operators outperform mid-size companies. The one-person $10M business becomes common. https://twitter.com/i/web/status/2021804377883984163 https://twitter.com/i/web/status/2021804377883984163" [X Link](https://x.com/PHXFounder/status/2021804377883984163) 2026-02-12T04:31Z [--] followers, [--] engagements "2030-2035: Traditional employment as we know it is unrecognizable. Most "jobs" are project-based. Most "companies" are one human + AI workforce. The winners: People who adapted early. The losers: People who waited for someone to tell them what to do. The choice is yours. It always was. https://twitter.com/i/web/status/2021804379117171107 https://twitter.com/i/web/status/2021804379117171107" [X Link](https://x.com/PHXFounder/status/2021804379117171107) 2026-02-12T04:31Z [--] followers, [--] engagements "Morgan Stanley called it "an early warning." I'd call it a starting gun. The question isn't whether AI will transform your industry. It already has. The question is whether you'll be the one wielding it or the one replaced by it. Choose wisely. The clock is ticking. โก" [X Link](https://x.com/PHXFounder/status/2021804380362879421) 2026-02-12T04:31Z [--] followers, [--] engagements "Morgan Stanley says AI just eliminated 11% of jobs and created 18% new ones. If you're a parent with kids in high school or college right now this data should change every conversation you're having about their future. Here's what I'd tell my kids. ๐งต" [X Link](https://x.com/PHXFounder/status/2021806181174608231) 2026-02-12T04:38Z [--] followers, [--] engagements "First the honest conversation most parents aren't having: The degree your kid is pursuing might be worthless by the time they graduate. Not because education doesn't matter. Because the job that degree was designed for may not exist in [--] years. That's not fear. That's math" [X Link](https://x.com/PHXFounder/status/2021806182122631237) 2026-02-12T04:38Z [--] followers, [--] engagements "The careers being hit first: data entry basic accounting paralegal work customer service content writing administrative support entry-level marketing. These aren't future predictions. These are the 11% of jobs Morgan Stanley says are ALREADY gone. Your kid's "safe" business degree It's a front-row seat to disruption. https://twitter.com/i/web/status/2021806183494168941 https://twitter.com/i/web/status/2021806183494168941" [X Link](https://x.com/PHXFounder/status/2021806183494168941) 2026-02-12T04:38Z [--] followers, [--] engagements "But here's what most parents miss: 18% of the NEW jobs created didn't exist [--] years ago. Your kid doesn't need to find a career. They need to build the skill to INVENT one. The most valuable thing you can teach them isn't what to study. It's how to adapt" [X Link](https://x.com/PHXFounder/status/2021806184727208011) 2026-02-12T04:38Z [--] followers, [--] engagements "So what do you actually tell your high schooler [--]. LEARN AI NOW. Not "learn about AI." Learn to USE it. Every day. For homework for projects for building things. The students using AI today are 10x more prepared than the ones avoiding it because their school banned ChatGPT" [X Link](https://x.com/PHXFounder/status/2021806185805230486) 2026-02-12T04:38Z [--] followers, [--] engagements "3. STOP OPTIMIZING FOR GRADES. Start optimizing for skills. Nobody will care about your kid's GPA in [--] years. They will care about: Can you solve problems Can you communicate clearly Can you learn new tools fast Can you lead people Those skills are AI-proof. A [---] in accounting is not" [X Link](https://x.com/PHXFounder/status/2021806188527333586) 2026-02-12T04:38Z [--] followers, [--] engagements "For your college student: The most dangerous thing they can do right now is coast through a traditional degree program assuming a job will be waiting at the end. It won't. Not the way it used to" [X Link](https://x.com/PHXFounder/status/2021806190137946508) 2026-02-12T04:38Z [--] followers, [--] engagements "Here's the new playbook for college: [--]. Pick a major you're passionate about (passion creates persistence) [--]. Minor in something technical (CS data science AI design) [--]. Spend 30% of your time building real projects not just studying [--]. Graduate with a portfolio not just a diploma https://twitter.com/i/web/status/2021806191568114066 https://twitter.com/i/web/status/2021806191568114066" [X Link](https://x.com/PHXFounder/status/2021806191568114066) 2026-02-12T04:38Z [--] followers, [--] engagements "The next decade will create more millionaires than any period in history. They won't come from Ivy League pipelines. They'll come from 22-year-olds who learned to use AI as a force multiplier while everyone else was memorizing textbooks. Your kid can be one of them. But only if you stop preparing them for yesterday" [X Link](https://x.com/PHXFounder/status/2021806198383948270) 2026-02-12T04:38Z [--] followers, [--] engagements "Morgan Stanley called this "an early warning." For parents it's a wake-up call. The world your kids are entering looks nothing like the one you grew up in. The best gift you can give them isn't a college fund. It's the ability to adapt build and think for themselves. โก" [X Link](https://x.com/PHXFounder/status/2021806200011268314) 2026-02-12T04:38Z [--] followers, [--] engagements "Morgan Stanley: 11.5% productivity gains. 4% of jobs gone. 18% new roles created. If you're in your 20s or 30s and early in your career this is the most important thread you'll read this year. The playbook your parents gave you is dead. Here's the new one. ๐งต" [X Link](https://x.com/PHXFounder/status/2021807625906901285) 2026-02-12T04:44Z [--] followers, [--] engagements "But here's what nobody in your generation is talking about: The 18% of NEW roles being created are going to people who move first. Not people with the most experience. Not people with the best resumes. People who learned the new tools before they were asked to. That's the edge. Speed of adaptation" [X Link](https://x.com/PHXFounder/status/2021807629866344679) 2026-02-12T04:44Z [--] followers, [--] engagements "WHERE THE PUCK IS GOING: The next [--] years will split your generation into two groups: Group A: People who use AI as a career multiplier. Group B: People who compete with AI for the same tasks. Group A will earn 5-10x more. Group B will wonder what happened. There is no Group C. https://twitter.com/i/web/status/2021807631762088155 https://twitter.com/i/web/status/2021807631762088155" [X Link](https://x.com/PHXFounder/status/2021807631762088155) 2026-02-12T04:44Z [--] followers, [--] engagements "3. THE HUMAN PREMIUM. As AI commoditizes knowledge work the skills that go UP in value: Sales. Negotiation. Leadership. Storytelling. Relationship building. Taste. Judgment under uncertainty. These are the skills that can't be automated. Double down on them while everyone else learns Python" [X Link](https://x.com/PHXFounder/status/2021807635935395848) 2026-02-12T04:44Z [--] followers, [--] engagements "4. VERTICAL EXPERTISE + AI. Pick an industry. Learn it deeply. Then apply AI to it. "I know healthcare compliance AND I can build AI workflows" is worth $300K. "I can build AI workflows" alone is worth $80K and dropping. The combination is the moat. AI alone is not" [X Link](https://x.com/PHXFounder/status/2021807637135004028) 2026-02-12T04:44Z [--] followers, [--] engagements "What to do THIS WEEK: Monday: Pick one AI tool and use it for a real work task. Not a demo. Real output. Tuesday: Identify the most repetitive 20% of your job. Start automating it. Wednesday: Find [--] people on X or LinkedIn who are building in your industry with AI. Study them" [X Link](https://x.com/PHXFounder/status/2021807638317854788) 2026-02-12T04:44Z [--] followers, [--] engagements "The mistake your generation is making: You're treating AI like a technology trend. Something to "keep an eye on." It's not a trend. It's a structural shift in how value is created. The last one this big was the internet. The people who moved early on the internet in [----] built the companies that run the world today. It's [----] again. And you're online" [X Link](https://x.com/PHXFounder/status/2021807641048301997) 2026-02-12T04:44Z [--] followers, [--] engagements "Stop asking "what career is safe" No career is safe. That's the wrong question. The right question: "What can I build that creates value no matter what changes" The answer is always the same. Skills that compound. Relationships that endure. Assets you own" [X Link](https://x.com/PHXFounder/status/2021807642654781789) 2026-02-12T04:44Z [--] followers, [--] engagements "The people who will be wealthy in 2035: They won't be the ones who got the best jobs. They'll be the ones who built the best systems. One person. AI agents. Solving real problems. Owning the upside. Your parents traded time for money. You can trade intelligence for leverage. That's the unlock. https://twitter.com/i/web/status/2021807643946627153 https://twitter.com/i/web/status/2021807643946627153" [X Link](https://x.com/PHXFounder/status/2021807643946627153) 2026-02-12T04:44Z [--] followers, [--] engagements "Morgan Stanley called this data "an early warning." For your generation it's a green light. You're young enough to pivot. Smart enough to adapt. Early enough to build. The puck is moving fast. Stop skating to where it is. Start skating to where it's going. Your move. โก" [X Link](https://x.com/PHXFounder/status/2021807645137744149) 2026-02-12T04:44Z [--] followers, [--] engagements "๐ฌ Top [--] Quantum Computing Breakthroughs That Are Changing Everything Everyone's focused on AI. Meanwhile quantum computing just had its biggest year ever. Here are the [--] breakthroughs you need to know about ๐งต๐" [X Link](https://x.com/PHXFounder/status/2021882097217192040) 2026-02-12T09:40Z [--] followers, [--] engagements "9. IonQ Goes Commercial $20.7M revenue in Q2 [----]. Projecting $82-100M for the full year. Available on AWS Braket Azure Quantum and Google Cloud. This is real revenue from real enterprise customers. Not vaporware" [X Link](https://x.com/PHXFounder/status/2021882107724017945) 2026-02-12T09:40Z [--] followers, [--] engagements "PsiQuantum appoints Victor Peng interim CEO. Ex-AMD/Xilinx exec. Jeremy OBrien to Chairman. Goal: utility-scale photonic quantum computers in [----]. No more R&D. Execution time. 2/12" [X Link](https://x.com/PHXFounder/status/2022007971430171055) 2026-02-12T18:00Z [--] followers, [--] engagements "Singapore goes all-in: billion national bet on quantum. Direct access for researchers/startups. Homegrown players ready to pounce. 4/12" [X Link](https://x.com/PHXFounder/status/2022007973762281543) 2026-02-12T18:00Z [--] followers, [--] engagements "QuiX Quantum + Artilux MoU. Energy-efficient photonic detectors. Taiwan powerhouse meets Dutch photonics leader. Photonic QC heats up. 5/12" [X Link](https://x.com/PHXFounder/status/2022007974919827920) 2026-02-12T18:00Z [--] followers, [--] engagements "Crypto bloodbath last 24h Think again. Weak hands out institutions doubling down. My Top [--] stories + why they matter for founders building the future. Buckle up. ๐งต" [X Link](https://x.com/PHXFounder/status/2022049944253903347) 2026-02-12T20:47Z [--] followers, [--] engagements "7/10 Tether unfazed: Gold BTC land in reserves. Diversified beyond stables. Stablecoin king weathers storm. USDT dominance intact" [X Link](https://x.com/PHXFounder/status/2022049951082320174) 2026-02-12T20:47Z [--] followers, [--] engagements "10/10 BTC dips to k M liqs. Whales mixed: some dump big ones accumulate. Macro dip not crypto winter. Opportunity knocks" [X Link](https://x.com/PHXFounder/status/2022049954324500897) 2026-02-12T20:47Z [--] followers, [--] engagements "2/20 Top sectors: Semis/hardware exploding. Sandisk +163% WD +65% Micron +45% Seagate +57%. Energy strong: Exxon +25%. Bottom: Software/cloud lagging" [X Link](https://x.com/PHXFounder/status/2022051416706363407) 2026-02-12T20:53Z [--] followers, [--] engagements "5/20 CRYPTO YTD: BTC K (-21% from K EOY25) ETH .1K (-25%) SOL (-32%). Total mcap .38T (-25%). Bloodbath after [----] ATHs" [X Link](https://x.com/PHXFounder/status/2022051420032446931) 2026-02-12T20:53Z [--] followers, [--] engagements "9/20 Consumer sentiment Feb prelim [----] (low -20% YoY). Housing: Existing sales -8.4% Jan inventory 1.22M (3.7 mo supply). Weak but no crash" [X Link](https://x.com/PHXFounder/status/2022051424520331458) 2026-02-12T20:53Z [--] followers, [--] engagements "19/20 Portfolio: 50% small/value 20% semis/energy 20% BTC/ETH 10% cash. Position now" [X Link](https://x.com/PHXFounder/status/2022051435505234176) 2026-02-12T20:53Z [--] followers, [--] engagements "THE UGLY 7/ Destroyed: Jobs - junior coders call centers bookkeepers admin. Anthropic CEO: 'general labor substitute'. 8/21" [X Link](https://x.com/PHXFounder/status/2022058513871385058) 2026-02-12T21:21Z [--] followers, [--] engagements "17/ Energy xplosion: Nuclear SMR OKLO. Nat gas. DC power 2x. 18/21" [X Link](https://x.com/PHXFounder/status/2022058523367186667) 2026-02-12T21:21Z [--] followers, [--] engagements "10/ Energy/utils: CEG VST nuclear SMR OKLO natgas. DC power x2. Fidelity once-in-gen. 11/25" [X Link](https://x.com/PHXFounder/status/2022058701734260809) 2026-02-12T21:22Z [--] followers, [---] engagements "18/ International: TSM ASML semis EM AI leaders. 19/25" [X Link](https://x.com/PHXFounder/status/2022058709468475687) 2026-02-12T21:22Z [--] followers, [--] engagements "20/ Physical AI ind/mfg. Energy nuclear/gas. Crypto rails all sectors. 21/25" [X Link](https://x.com/PHXFounder/status/2022058711439790406) 2026-02-12T21:22Z [--] followers, [--] engagements "Healthcare sees AI everywhere: drug discovery personalized medicine. Defense goes autonomous. Industrials automate supply chains. Financials master AI trading. 14/17" [X Link](https://x.com/PHXFounder/status/2022059723374379090) 2026-02-12T21:26Z [--] followers, [--] engagements "2/17 THE GOOD: NVIDIA prints money with a B revenue run rate. But the real infrastructure play is power cooling and connectivity" [X Link](https://x.com/PHXFounder/status/2022060533625872555) 2026-02-12T21:29Z [--] followers, [--] engagements "3/17 Energy is the unlock. Data centers need obscene amounts of electricity. Nuclear (CEG VST) natural gas grid buildout. Fidelity called it a once-in-a-generation opportunity" [X Link](https://x.com/PHXFounder/status/2022060534859018297) 2026-02-12T21:29Z [--] followers, [--] engagements "15/17 Physical AI takes over: robotics in factories autonomous fleets AI-managed supply chains. Energy demand doubles. Nuclear renaissance is real" [X Link](https://x.com/PHXFounder/status/2022060551623549206) 2026-02-12T21:29Z [--] followers, [--] engagements "2/12 ๐ฐ Anthropic B ARR: Largest VC deal [----]. Channeling cash to frontier research infra enterprise. OpenAI race intensifies. https://techstartups.com/2026/02/12/top-startup-and-tech-funding-news-february-12-2025/ https://techstartups.com/2026/02/12/top-startup-and-tech-funding-news-february-12-2025/" [X Link](https://x.com/PHXFounder/status/2022128803825467563) 2026-02-13T02:00Z [--] followers, [--] engagements "4/ Stanford Cracks Quantum Scaling Researchers built miniature optical cavities that efficiently read many qubits at once. The bottleneck holding quantum computers back just got a lot smaller. Practical quantum computing moved closer this week" [X Link](https://x.com/PHXFounder/status/2022340668723798032) 2026-02-13T16:02Z [--] followers, [--] engagements "8/ 3D Medical Imaging Breakthrough Caltech and USC combined ultrasound with light-based techniques to generate vivid 3D images showing tissue structure AND blood vessel activity simultaneously. Doctors will literally see inside the body in ways they never could" [X Link](https://x.com/PHXFounder/status/2022340674042077286) 2026-02-13T16:02Z [--] followers, [--] engagements "9/ Molecular Devices That Switch Roles Scientists built molecular devices that can act as memory logic OR learning elements within the same structure. All from precise chemical design. We're approaching computing at the molecular level" [X Link](https://x.com/PHXFounder/status/2022340676495736937) 2026-02-13T16:02Z [--] followers, [--] engagements "The future is being built right now by brilliant people solving hard problems. If your feed is all doom you're following the wrong accounts. Follow @PHXFounder for the signal through the noise. โก โป Repost if this made your Friday better" [X Link](https://x.com/PHXFounder/status/2022340680476147734) 2026-02-13T16:02Z [--] followers, [--] engagements "Cost optimization tip from our setup: We run [--] AI agents (full C-suite) on two Mac Studios with 768GB combined memory. Local MLX models handle 90% of agent work at /bin/zsh/month. Opus [---] only burns tokens for CEO decisions. Everything else trading content research code routes to local Kimi K2.5 or MiniMax M2.1. Result: -5/day instead of -100/day if everything hit cloud APIs. https://twitter.com/i/web/status/2022355492329394476 https://twitter.com/i/web/status/2022355492329394476" [X Link](https://x.com/PHXFounder/status/2022355492329394476) 2026-02-13T17:01Z [--] followers, [--] engagements "4/ Panic builds pre-US CPI + BTC/ETH/XRP/SOL options expiry. BTC k. ๐ช Brace: Macro + derivs = volatility bomb" [X Link](https://x.com/PHXFounder/status/2022385528436556030) 2026-02-13T19:00Z [--] followers, [--] engagements "5/ Grayscale amends SUI ETF S-1. Price +7% OI +5% to M. ๐ Sui L1/DeFi heating: ETF path opens alts" [X Link](https://x.com/PHXFounder/status/2022385529808163229) 2026-02-13T19:00Z [--] followers, [--] engagements "2. Record Investment ($3.77B in [--] Months) Quantum startups raised nearly 3x more than all of [----]. PsiQuantum alone raised $1B at a $7B valuation. Public quantum stocks (Rigetti IonQ D-Wave) up 3000%+ in the past year. Money is flowing in fast" [X Link](https://x.com/PHXFounder/status/2021882099691925649) 2026-02-12T09:40Z [--] followers, [--] engagements "8. Rigetti's Speed Advantage Quantum gates operating at 50-70 nanoseconds. That's 1000x faster than ion trap technologies. They design AND manufacture their own chips in Berkeley. Vertical integration in quantum. Sound familiar" [X Link](https://x.com/PHXFounder/status/2021882106482393533) 2026-02-12T09:40Z [--] followers, [--] engagements "1/10 Binance converts B SAFU fund to 15k BTC. No more stables: BTC is the ultimate reserve asset. Exchanges leading the charge. This cements BTC scarcity play. Institutions will pile in. ๐๐" [X Link](https://x.com/PHXFounder/status/2022049945180942705) 2026-02-12T20:47Z [--] followers, [--] engagements "15/20 Crypto bull: BTC K (+120%). ETFs B inflows DeFi TVL B regs clear. Bear: K (-40%) macro risk-off" [X Link](https://x.com/PHXFounder/status/2022051431055077559) 2026-02-12T20:53Z [--] followers, [--] engagements "1/ GOOD: Tech NVDA B Q3 +62% hyperscalers B capex [----]. But rippling: Energy/utils power DCs (CEG VST) ind infra (PWR VRT). 2/25" [X Link](https://x.com/PHXFounder/status/2022058693467287982) 2026-02-12T21:22Z [--] followers, [--] engagements "2/ Healthcare AI diags/drugs UNH CI. Financials banks AI risk/trade JPM BAC dereg. Defense LMT drones. 3/25" [X Link](https://x.com/PHXFounder/status/2022058694364852686) 2026-02-12T21:22Z [--] followers, [--] engagements "12/ AI Is Rewriting Drug Discovery Models like Evo [--] AlphaGenome and AlphaProteo are cutting drug development from years to months. Protein design diagnostics discovery: all accelerating. The cost of saving lives is dropping fast" [X Link](https://x.com/PHXFounder/status/2022340679519907936) 2026-02-13T16:02Z [--] followers, [--] engagements "2/ Binance converts B SAFU stablecoins to 15k BTC. Ultimate HODL bet. ๐ข BTC USDT in chaos: Reserves rethink justified" [X Link](https://x.com/PHXFounder/status/2022385526528196825) 2026-02-13T19:00Z [--] followers, [--] engagements "3. ๐ AI is cutting drug discovery from YEARS to MONTHS. Evo [--] AlphaGenome AlphaProteo generative AI models designing proteins and drugs that used to take a decade. The pharma industry will never be the same. https://www.globenewswire.com/news-release/2026/02/11/3236435/0/en/Generative-AI-A-Game-Changer-in-Healthcare.html https://www.globenewswire.com/news-release/2026/02/11/3236435/0/en/Generative-AI-A-Game-Changer-in-Healthcare.html" [X Link](https://x.com/PHXFounder/status/2021784087380603155) 2026-02-12T03:11Z [--] followers, [--] engagements "4. โค Heart valve surgery without cracking your chest up 40%. Edwards Lifesciences hit $156M in minimally invasive mitral/tricuspid valve sales. Transcatheter tech means patients go home in days not weeks. https://www.reuters.com/business/healthcare-pharmaceuticals/edwards-lifesciences-forecasts-2026-profit-above-estimates-heart-devices-2026-02-10/ https://www.reuters.com/business/healthcare-pharmaceuticals/edwards-lifesciences-forecasts-2026-profit-above-estimates-heart-devices-2026-02-10/" [X Link](https://x.com/PHXFounder/status/2021784088559202361) 2026-02-12T03:11Z [--] followers, [--] engagements "4/12 ๐ฅ ByteDance AI video model goes viral. China's DeepSeek moment [---]. https://www.reuters.com/technology/artificial-intelligence/ https://www.reuters.com/technology/artificial-intelligence/" [X Link](https://x.com/PHXFounder/status/2022128806065320263) 2026-02-13T02:00Z [--] followers, [--] engagements "Baidu just integrated OpenClaw into their search app [---] million users. Fortune WIRED CNBC all covering it. 191K GitHub stars. Meanwhile we're running it as our entire C-suite (CEO CTO CIO CMO CFO COO + PA) on [--] Mac Studios for $0 compute. The asymmetry is unreal" [X Link](https://x.com/PHXFounder/status/2022717793142178294) 2026-02-14T17:01Z [--] followers, [--] engagements "Cost tip from production: route sub-agents to local MLX models keep cloud only for the main session. Our setup: Opus for CEO decisions. Qwen3-235B + MiniMax M2.1 on local MLX for everyone else. 768GB unified memory across [--] machines. [--] agents $0/month sub-agent cost. OpenClaw makes this trivial with provider aliases. https://twitter.com/i/web/status/2022717794375319935 https://twitter.com/i/web/status/2022717794375319935" [X Link](https://x.com/PHXFounder/status/2022717794375319935) 2026-02-14T17:01Z [--] followers, [--] engagements "2/10 Satoshi-era whale wakes after [--] YEARS snaps up [----] BTC (M). Dormant since [----]. Whales accumulate at bottoms. If this HODLer is loading retail should pay attention. Smart money signal. ๐๐ https://coinpedia.org/news/satoshi-era-bitcoin-whale-wallet-buys-7000-btc-after-14-years/ https://coinpedia.org/news/satoshi-era-bitcoin-whale-wallet-buys-7000-btc-after-14-years/" [X Link](https://x.com/PHXFounder/status/2022747821313778126) 2026-02-14T19:00Z [--] followers, [--] engagements "4/10 BTC rebounds 5% to K: Cooler CPI (2.4%) ETF inflows (M) CME gap fill TD Sequential buy signal. Relief rally or real bottom K test next if holds K. Momentum building. ๐ https://coingape.com/bitcoin-price-rebounds-70k-here-are-the-top-reasons-why/ https://coingape.com/bitcoin-price-rebounds-70k-here-are-the-top-reasons-why/" [X Link](https://x.com/PHXFounder/status/2022747824354639918) 2026-02-14T19:00Z [--] followers, [--] engagements "8/17 BIGGEST OPPORTUNITIES: Here's where it gets interesting. The not-so-obvious play: consumer staples and vice stocks" [X Link](https://x.com/PHXFounder/status/2022060540928184489) 2026-02-12T21:29Z [--] followers, [--] engagements "Quantum fault-tolerance accelerates: Iceberg Quantum cuts qubit overhead 10x for RSA cracks. Neutral atoms deliver error-corrected QCs in [----]. NSF pours M. Quantum winter ends now" [X Link](https://x.com/PHXFounder/status/2022732715116892290) 2026-02-14T18:00Z [--] followers, [--] engagements "1/ Iceberg unveils Pinnacle architecture. Uses qLDPC codes to slash physical qubits for RSA-2048 from millions to under 100k. Works w/ PsiQuantum (photonic) Diraq (spin) IonQ (ions). M seed from LocalGlobe Blackbird DCVC" [X Link](https://x.com/PHXFounder/status/2022732715997700395) 2026-02-14T18:00Z [--] followers, [--] engagements "2/ Neutral atoms surge. MSFT + Atom Computing shipping [--] logical qubits (from [----] physical) to Novo Nordisk/Denmark by [----]. Scalable to 100k atoms/chamber" [X Link](https://x.com/PHXFounder/status/2022732716907905443) 2026-02-14T18:00Z [--] followers, [--] engagements "๐จ Crypto's 24h rollercoaster: Whales scooping M BTC Treasury demands regs NOW Coinbase bleeds M BTC bounces to K. Top [--] stories that actually matter for builders. Thread ๐งต 1/12" [X Link](https://x.com/PHXFounder/status/2022747818772029916) 2026-02-14T19:00Z [--] followers, [--] engagements "7/10 Spot BTC ETFs bleed M yesterday weekly M out. BlackRock Fidelity lead exodus. AUM down to B from B peak. Institutions rotating Or panic Inflows flip needed for K+. ๐ https://investingnews.com/cryptocurrency-market-recap/ https://investingnews.com/cryptocurrency-market-recap/" [X Link](https://x.com/PHXFounder/status/2022747827936596084) 2026-02-14T19:00Z [--] followers, [--] engagements "8/10 Grayscale files AAVE ETF. DeFi leader (.8B mcap +14% 24h) goes mainstream. Competition heats up. Tokenized yields for normies Bull case for lending protocols. ๐ฆ https://www.tronweekly.com/grayscale-files-aave-etf-boosting-competition/ https://www.tronweekly.com/grayscale-files-aave-etf-boosting-competition/" [X Link](https://x.com/PHXFounder/status/2022747828947447874) 2026-02-14T19:00Z [--] followers, [--] engagements "10/10 Alt rally: SOL +10% XRP +5% HBAR/Zcash pumping. BTC drag lifts as risk-on returns. Memecoins dead Nah rotation season. Watch small caps for 10x. ๐ข https://www.banklesstimes.com/articles/2026/02/14/crypto-rally-today-why-altcoins-like-zcash-lighter-hbar-pippin-are-going-up/ https://www.banklesstimes.com/articles/2026/02/14/crypto-rally-today-why-altcoins-like-zcash-lighter-hbar-pippin-are-going-up/" [X Link](https://x.com/PHXFounder/status/2022747831241764968) 2026-02-14T19:00Z [--] followers, [--] engagements "@mitchellh 7/10 Apple XNU Clutch Scheduler docs reveal how macOS kernel handles performance scheduling under the hood -- deep systems engineering in the open. https://github.com/apple-oss-distributions/xnu/blob/main/doc/scheduler/sched_clutch_edge.md https://github.com/apple-oss-distributions/xnu/blob/main/doc/scheduler/sched_clutch_edge.md" [X Link](https://x.com/PHXFounder/status/2020862133076979818) 2026-02-09T14:07Z [--] followers, [--] engagements "@mitchellh 8/10 $670B in AI infrastructure spending for [----] -- Big Tech (Meta Microsoft Amazon Google) rivals Apollo-era investment fueling an unprecedented boom. https://www.wsj.com/tech/ai/ai-spending-tech-companies-compared-02b90046 https://www.wsj.com/tech/ai/ai-spending-tech-companies-compared-02b90046" [X Link](https://x.com/PHXFounder/status/2020862268037083534) 2026-02-09T14:08Z [--] followers, [--] engagements "8. ๐ฐ ChatGPT sponsored links incoming for free tier. $20/mo Plus stays ad-free. The monetization playbook shifts" [X Link](https://x.com/PHXFounder/status/2021223040001167430) 2026-02-10T14:01Z [--] followers, [--] engagements "9. ๐ธ Big Tech $670B AI infra spend in [----] exceeds Moon landing (GDP adj). Meta/MS/Amazon/Alphabet all in" [X Link](https://x.com/PHXFounder/status/2021223040907153508) 2026-02-10T14:01Z [--] followers, [--] engagements "6 Indian biz: Top global AI/ML users but sensitive data risks exploding (Zscaler report). https://www.business-standard.com/technology/tech-news/tech-wrap-feb-11-samsung-galaxy-unpacked-android-17-google-photos-on-ios-126021101197_1.html https://www.business-standard.com/technology/tech-news/tech-wrap-feb-11-samsung-galaxy-unpacked-android-17-google-photos-on-ios-126021101197_1.html" [X Link](https://x.com/PHXFounder/status/2021766670176632851) 2026-02-12T02:01Z [--] followers, [--] engagements "1. Quantinuum's Helios: The World's Most Powerful Quantum Computer Launched Nov [----]. So accurate that you'd need to harvest every star in the universe to power a classical machine doing the same calculations. Early testers: JPMorgan Chase SoftBank BMW Amgen. Valuation: $10B. https://twitter.com/i/web/status/2021882098655846598 https://twitter.com/i/web/status/2021882098655846598" [X Link](https://x.com/PHXFounder/status/2021882098655846598) 2026-02-12T09:40Z [--] followers, [--] engagements "Quantum computing just shifted into high gear. Leadership changes at PsiQuantum. Microsoft delivering error-corrected machines. Singapore dropping B. This week alone proves: [----] is quantum's breakout year. Thread. 1/12" [X Link](https://x.com/PHXFounder/status/2022007969987399747) 2026-02-12T18:00Z [--] followers, [--] engagements "Microsoft partners with Atom Computing on neutral atom QC. Error-corrected system heading to Denmark's Export Fund + Novo Nordisk. Scalable qubits without cryogenics nightmare. 3/12" [X Link](https://x.com/PHXFounder/status/2022007972650790976) 2026-02-12T18:00Z [--] followers, [--] engagements "Hardware breakthrough: nanoprinted "light cages" on chips trap photons for quantum memory. Harvard/MIT style: tiny fast reliable. 6/12" [X Link](https://x.com/PHXFounder/status/2022007975842656691) 2026-02-12T18:00Z [--] followers, [--] engagements "But heads up: Penn State warns quantum machines have security flaws. Hackers goldmine today. Post-quantum crypto Accelerate. 7/12" [X Link](https://x.com/PHXFounder/status/2022007977537053072) 2026-02-12T18:00Z [--] followers, [--] engagements "2/10 BlockFills halts withdrawals amid crash. B platform echoes [----] chills. But markets mature: fewer contagion risks now. Lesson DYOR platforms" [X Link](https://x.com/PHXFounder/status/2022049946128752913) 2026-02-12T20:47Z [--] followers, [--] engagements "3/10 Standard Chartered: BTC to k more pain ahead. Macro headwinds real. But capitulation breeds bottoms. Founders buy dips" [X Link](https://x.com/PHXFounder/status/2022049947139674603) 2026-02-12T20:47Z [--] followers, [--] engagements "4/10 JPMorgan bullish on [----] crypto rebound. Institutional flows retail. Regulatory clarity incoming. TradFi money = rocket fuel. ๐" [X Link](https://x.com/PHXFounder/status/2022049948192448655) 2026-02-12T20:47Z [--] followers, [--] engagements "8/10 Ledn BTC loans snag BBB- S&P rating. Best for crypto debt. Overcollateralized zero losses. TradFi grading onchain lending: game changer" [X Link](https://x.com/PHXFounder/status/2022049952004980931) 2026-02-12T20:47Z [--] followers, [--] engagements "9/10 Bithumb glitch transfers billions in BTC (recovered). Korea calls for tougher regs. Exchanges: Patch fast or pay. User trust paramount" [X Link](https://x.com/PHXFounder/status/2022049953414316152) 2026-02-12T20:47Z [--] followers, [--] engagements "1/20 STOCKS YTD: S&P [---] +0.91% Nasdaq100 -1.12% Dow +4.04% Russell [----] +6.99% (Feb [--] close). Small caps leading big rotation from mega tech. Healthy breadth signal. Chart: Russell crushing S&P YTD" [X Link](https://x.com/PHXFounder/status/2022051415783616697) 2026-02-12T20:53Z [--] followers, [--] engagements "4/20 Themes: AI spend slowing (capex growth halved QoQ) Trump tariffs hitting imports (+10% proposed) Q4 earnings 82% beat rate but fwd EPS flat. Stance: Rotation bullish. Value/small outperfoming growth = [----] winner" [X Link](https://x.com/PHXFounder/status/2022051418958610850) 2026-02-12T20:53Z [--] followers, [--] engagements "7/20 DeFi TVL steady B despite selloff (vs B peak). Yield seekers parked. Regs: SEC greenlights more ETH ETFs Trump pro-crypto admin tailwind" [X Link](https://x.com/PHXFounder/status/2022051422368592376) 2026-02-12T20:53Z [--] followers, [--] engagements "8/20 ECONOMY YTD: GDP Q3 +4.4% ann. Jobs Jan +130K (unemp 4.3%). CPI Dec core 2.6% (Jan data Fri). Fed funds 3.5-3.75% (Jan hold)" [X Link](https://x.com/PHXFounder/status/2022051423345947133) 2026-02-12T20:53Z [--] followers, [--] engagements "10/20 Signals: Resilient (jobs/GDP) cracks (housing/sentiment). No recession: Labor sticky consumer 70% GDP durable. Tariffs inflationary but growth catalyst" [X Link](https://x.com/PHXFounder/status/2022051425900281974) 2026-02-12T20:53Z [--] followers, [--] engagements "11/20 Q1 FORECAST (Feb-Mar): Earnings wrap: Banks strong tech guide down. FOMC Mar 18-19: 25bps cut CPI Feb13 key (exp +0.3% MoM)" [X Link](https://x.com/PHXFounder/status/2022051426877468966) 2026-02-12T20:53Z [--] followers, [--] engagements "12/20 Macro: Jobs Feb7 GDP adv Jan30 (Q4 exp +2.5%). Crypto: ETF flows rebound BTC halving echo + SOL ETF filings" [X Link](https://x.com/PHXFounder/status/2022051427825401890) 2026-02-12T20:53Z [--] followers, [--] engagements "17/20 Stance: Bull base case 80% prob. Markets pricing worst (recession/tariffs) reality better. Buy dips: Small caps semis BTC" [X Link](https://x.com/PHXFounder/status/2022051433227726929) 2026-02-12T20:53Z [--] followers, [--] engagements "18/20 Charts desc: S&P vs Russell: Small outperf max since [----]. BTC log: Coiling above 200W MA breakout. Yield curve uninverting" [X Link](https://x.com/PHXFounder/status/2022051434070712615) 2026-02-12T20:53Z [--] followers, [--] engagements "20/20 What's your EOY S&P/BTC Reply. Follow @PHXFounder for alpha. DYOR. Not advice" [X Link](https://x.com/PHXFounder/status/2022051436440563980) 2026-02-12T20:53Z [--] followers, [--] engagements "AI trade deep dive: NVDA wins big but vice stocks (cigs beer) are the underappreciated alpha. Friend's thesis: bloated cos slash costs w/ AI rev stable dividends flow. Thread w/ data. 1/21" [X Link](https://x.com/PHXFounder/status/2022058507412156532) 2026-02-12T21:21Z [--] followers, [--] engagements "1/ GOOD: NVDA Q3 FY26 B rev +62% YoY Q4 B guide. Data center AI GPUs printing money. Hyperscalers fueling it. 2/21" [X Link](https://x.com/PHXFounder/status/2022058508402012422) 2026-02-12T21:21Z [--] followers, [--] engagements "2/ MSFT AMZN GOOG META ORCL capex B [----] (+36%). 75% AI: chips power cooling DCs. Goldman B+ CreditSights B. Sprint on. 3/21" [X Link](https://x.com/PHXFounder/status/2022058509278613853) 2026-02-12T21:21Z [--] followers, [--] engagements "6/ Fake AI: ChatGPT wrapper on legacy. No rev lift just hype pump. Skip. 7/21" [X Link](https://x.com/PHXFounder/status/2022058513036718359) 2026-02-12T21:21Z [--] followers, [---] engagements "14/ Small caps rotation: Russell +8.9% YTD vs S&P +1.2%. Great rotation Trump policies. IWM. 15/21" [X Link](https://x.com/PHXFounder/status/2022058520481608051) 2026-02-12T21:21Z [--] followers, [--] engagements "PUCK 10YR 15/ AI agents wallets: Coinbase Agentic Wallets launched yesterday. Autonomous onchain. 16/21" [X Link](https://x.com/PHXFounder/status/2022058521462989204) 2026-02-12T21:21Z [--] followers, [--] engagements "16/ 1-person cos [---] AI staff. Physical AI robots AVs mfg. TSLA FIG. 17/21" [X Link](https://x.com/PHXFounder/status/2022058522473898417) 2026-02-12T21:21Z [--] followers, [--] engagements "BIGGEST OPPORTUNITIES: Old economy ALPHA 9/ Consumer staples: MO 8% yield 55% margins PM BTI STZ TAP BF.B. AI slashes SG&A 20-30% inelastic demand. Friend genius. 10/25" [X Link](https://x.com/PHXFounder/status/2022058700467478707) 2026-02-12T21:22Z [--] followers, [--] engagements "15/ Defense: LMT RTX AI warfare. Europe buildout. 16/25" [X Link](https://x.com/PHXFounder/status/2022058706503184760) 2026-02-12T21:22Z [--] followers, [--] engagements "16/ Materials: FCX copper rare earths infra. 17/25" [X Link](https://x.com/PHXFounder/status/2022058707497234435) 2026-02-12T21:22Z [--] followers, [--] engagements "17/ Small caps: Russell rotation +8.9% YTD vs S&P 1.2%. Quality low debt. 18/25" [X Link](https://x.com/PHXFounder/status/2022058708474507696) 2026-02-12T21:22Z [--] followers, [--] engagements "PUCK 10YR 19/ AI agents wallets Coinbase launch. Adoption EVERYWHERE: 1-man AI firms. 20/25" [X Link](https://x.com/PHXFounder/status/2022058710428975565) 2026-02-12T21:22Z [--] followers, [--] engagements "Everyone is buzzing about the AI trade. But most investors miss the real story. It spans every sector not just tech. Thread: good bad ugly and where the money flows over [--] years. 1/17" [X Link](https://x.com/PHXFounder/status/2022059709491196093) 2026-02-12T21:26Z [--] followers, [--] engagements "NVIDIA leads with unbeatable GPUs. But the true winners build the backbone. Think massive data centers upgraded power grids and surging energy demand. These companies will thrive as AI scales up. 2/17" [X Link](https://x.com/PHXFounder/status/2022059710493704281) 2026-02-12T21:26Z [--] followers, [--] engagements "AI models consume electricity like small countries. Nuclear restarts natural gas and renewables win big. Utilities and energy infrastructure are the quiet power plays in this trade. 3/17" [X Link](https://x.com/PHXFounder/status/2022059711533920308) 2026-02-12T21:26Z [--] followers, [--] engagements "Big Tech promises billion in AI capex. Exciting yes. But execution falters when hype meets reality. Overpromised projects lead to write-offs. Stay cautious. 5/17" [X Link](https://x.com/PHXFounder/status/2022059713677210045) 2026-02-12T21:26Z [--] followers, [--] engagements "The ugly side hurts. AI displaces jobs fast. Software engineers analysts marketers even some doctors face automation. White-collar work gets hit hardest first. 6/17" [X Link](https://x.com/PHXFounder/status/2022059714893558145) 2026-02-12T21:26Z [--] followers, [--] engagements "Much of today's AI is hype. Fancy chat interfaces not game-changers. True general intelligence remains distant. Investors chase dreams while reality lags far behind. 7/17" [X Link](https://x.com/PHXFounder/status/2022059715862409410) 2026-02-12T21:26Z [--] followers, [--] engagements "Biggest opportunities start obvious. Semiconductors like NVIDIA and TSMC dominate. Data center operators and power suppliers ride the wave too. Solid bets. 8/17" [X Link](https://x.com/PHXFounder/status/2022059716848103642) 2026-02-12T21:26Z [--] followers, [--] engagements "But here's the edge most ignore: vice stocks and consumer staples. Altria yields [---] percent. Philip Morris British American Tobacco Coca-Cola Pepsi. AI cuts costs [--] to [--] percent. 9/17" [X Link](https://x.com/PHXFounder/status/2022059717854736766) 2026-02-12T21:26Z [--] followers, [--] engagements "Margins balloon. Dividends pour in. People still crave cigarettes beer soda. AI boosts efficiency but vices endure. Old economy resilience meets new tech. Pure alpha. 10/17" [X Link](https://x.com/PHXFounder/status/2022059719012364374) 2026-02-12T21:26Z [--] followers, [--] engagements "Ten years out AI agents carry wallets. They transact run companies autonomously. Physical AI powers robots vehicles factories. The world automates fully. 12/17" [X Link](https://x.com/PHXFounder/status/2022059721298260185) 2026-02-12T21:26Z [--] followers, [--] engagements "Energy demand skyrockets. Boring firms in transmission lines cooling systems cabling explode. Unsexy infrastructure becomes the hottest trade. 13/17" [X Link](https://x.com/PHXFounder/status/2022059722334253522) 2026-02-12T21:26Z [--] followers, [--] engagements "Crypto ties in big. DeFi platforms scale for AI agents on-chain. Bitcoin locks in as institutional gold. Tokenization hits stocks real estate everything. 15/17" [X Link](https://x.com/PHXFounder/status/2022059724385267783) 2026-02-12T21:26Z [--] followers, [--] engagements "Blockchain plus AI agents trade nonstop. The future is programmable money meeting intelligent capital. Massive upside. 16/17" [X Link](https://x.com/PHXFounder/status/2022059725408682418) 2026-02-12T21:26Z [--] followers, [--] engagements "AI revolutionizes the whole market. Bet on infrastructure staples energy now. What's your top AI play Reply and let's discuss. Follow @PHXFounder. 17/17" [X Link](https://x.com/PHXFounder/status/2022059726377472350) 2026-02-12T21:26Z [--] followers, [--] engagements "9/17 Altria yields 8.5% with 55% margins. Philip Morris British American Tobacco Constellation Brands. AI cuts their back-office costs 20-30%. Revenue doesn't budge. People still smoke drink and snack" [X Link](https://x.com/PHXFounder/status/2022060542173839784) 2026-02-12T21:29Z [--] followers, [--] engagements "11/17 Healthcare quietly wins big. AI diagnostics drug discovery personalized medicine. Defense goes autonomous. Industrials deploy robotics at scale. None of this gets the headlines NVDA does" [X Link](https://x.com/PHXFounder/status/2022060545160229312) 2026-02-12T21:29Z [--] followers, [--] engagements "12/17 Small caps are already rotating. Russell [----] up 8.9% YTD vs S&P at 1.2%. Quality small caps with low debt and AI adoption are the next leg" [X Link](https://x.com/PHXFounder/status/2022060546561069352) 2026-02-12T21:29Z [--] followers, [--] engagements "13/17 Regional banks (KRE): AI slashes compliance costs rate cuts coming trading at book value. Nobody's talking about this" [X Link](https://x.com/PHXFounder/status/2022060547966206315) 2026-02-12T21:29Z [--] followers, [--] engagements "14/17 WHERE THE PUCK IS GOING (10 years): AI agents will have their own wallets. Coinbase just launched this. Autonomous businesses run by one person with [---] AI employees" [X Link](https://x.com/PHXFounder/status/2022060549488648687) 2026-02-12T21:29Z [--] followers, [--] engagements "16/17 CRYPTO: DeFi becomes default financial infrastructure. AI agents transact on-chain 24/7. Bitcoin locks in as institutional-grade digital gold. Everything gets tokenized: real estate equities commodities" [X Link](https://x.com/PHXFounder/status/2022060553171345851) 2026-02-12T21:29Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PHXFounder PHX FounderPHX Founder posts on X about ai, crypto, stocks, money the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence technology brands finance stocks cryptocurrencies exchanges countries social networks financial services automotive brands vc firms
Social topic influence ai, crypto, stocks, money, caps #203, open ai, meta, future, ceo, morgan stanley
Top assets mentioned Morgan Stanley (MS) Coinbase Global Inc. (COIN) Bitcoin (BTC) Microsoft Corp. (MSFT) IonQ, Inc. (IONQ) Alphabet Inc Class A (GOOGL) Oklo Inc. (OKLO) BlackRock Inc (BLK) Oracle Corporation (ORCL) British American Tobacco (BTI) Altria Group Inc (MO)
Top posts by engagements in the last [--] hours
"@a16z: "Most People Can't Vibe Code. Here's Why" Thesis: Coding is a skill like playing piano practice matters more than talent. Key points: 1. The "Vibe Coding" Myth Founders think "I can learn to code" like learning Excel Reality: Coding = [-----] hours like music/sports 10x engineers exist because of deliberate practice 2. What separates great coders: Debugging muscle memory instant pattern recognition Architecture intuition knows what will break/scale Performance instincts writes fast code first try 3. Why founders shouldn't code: Opportunity cost your"
X Link 2026-02-03T16:14Z [--] followers, [--] engagements
"The Signal โก Feb [--] (AM) AI just had its Super Bowl moment. Two rival labs bought ads to fight each other. Teens building $20K/mo AI businesses. And the smartest minds say computers will soon feel obsolete. Top [--] from the last [--] hours ๐"
X Link 2026-02-09T07:43Z [--] followers, [--] engagements
"API keys are live. The Signal just got an upgrade. โก๐"
X Link 2026-02-09T19:29Z [--] followers, [--] engagements
"2/ Vercel just launched an Agent Orchestration Platform. Production-ready AI agent infrastructure. Not a demo. Not a tweet thread. Actual infra for shipping multi-agent systems at scale. The tooling layer is catching up to the model layer. This is where the real money gets made"
X Link 2026-02-09T19:34Z [--] followers, [--] engagements
"3/ Elon's next mega-merger: SpaceX x xAI. The play Satellites hosting AI compute. Grok running on orbital infrastructure. Space-based internet meets space-based intelligence. Markets are about to test whether space-based AI is genius or insanity. (Knowing Elon probably both.) https://twitter.com/i/web/status/2020944353410298201 https://twitter.com/i/web/status/2020944353410298201"
X Link 2026-02-09T19:34Z [--] followers, [--] engagements
"โก The Signal: CMO Evening Edition Feb [--] [----] Evening โก Super Bowl AI showdowns EU probes massive capex & agent vulns. Your top [--] AI/tech stories from the PM cycle: ๐งต 1/12"
X Link 2026-02-10T02:06Z [--] followers, [--] engagements
"1 Discord mandates face scan/ID for full access ๐ก Next month: biometrics or gov ID for NSFW/unrestricted. Privacy backlash brews in gaming. https://www.theverge.com/tech/875309/discord-age-verification-global-roll-out https://www.theverge.com/tech/875309/discord-age-verification-global-roll-out"
X Link 2026-02-10T02:06Z [--] followers, [--] engagements
"2 EU orders Meta to unblock rival AIs on WhatsApp Blocking ChatGPT/Copilot = antitrust violation. Rare swift EU action for AI competition. https://ec.europa.eu/commission/presscorner/detail/en/ip_26_310 https://ec.europa.eu/commission/presscorner/detail/en/ip_26_310"
X Link 2026-02-10T02:06Z [--] followers, [--] engagements
"3 Big Tech to drop B on AI infra this year ๐ฐ Meta MSFT AMZN Alphabet outspend Moon landing (%GDP). Infrastructure arms race. https://www.wsj.com/tech/ai/ai-spending-tech-companies-compared-02b90046 https://www.wsj.com/tech/ai/ai-spending-tech-companies-compared-02b90046"
X Link 2026-02-10T02:06Z [--] followers, [--] engagements
"4 ChatGPT free users hit with sponsored links ๐ธ Ad-free only on +/mo Plus. OpenAI's latest monetization play. https://www.theverge.com/2026/2/9/24515789/chatgpt-sponsored-links-plus-subscription-openai https://www.theverge.com/2026/2/9/24515789/chatgpt-sponsored-links-plus-subscription-openai"
X Link 2026-02-10T02:06Z [--] followers, [--] engagements
"5 OpenAI Codex AI helped code itself ๐ค GPT-5.3-Codex debugged training/deployed self. Bootstrapping breakthrough https://openai.com/index/introducing-gpt-5-3-codex/ https://openai.com/index/introducing-gpt-5-3-codex/"
X Link 2026-02-10T02:06Z [--] followers, [--] engagements
"6 Anthropic tweaks SB ad to dodge OpenAI feud ๐บ 'No ads in Claude' softened. Escalating AI ad wars at Super Bowl. https://www.theverge.com/2026/2/9/24515812/anthropic-super-bowl-ad-claude-change-openai https://www.theverge.com/2026/2/9/24515812/anthropic-super-bowl-ad-claude-change-openai"
X Link 2026-02-10T02:06Z [--] followers, [--] engagements
"8 Async agents: Everyone's building no one's defining โ HN debate on agent hype vs reality. https://www.omnara.com/blog/what-is-an-async-agent-really https://www.omnara.com/blog/what-is-an-async-agent-really"
X Link 2026-02-10T02:06Z [--] followers, [--] engagements
"9 Agent data exfil via URL previews in chats ๐ PromptArmor/OpenClaw ex: LLM leaks sensitive info. https://www.promptarmor.com/resources/llm-data-exfiltration-via-url-previews-(with-openclaw-example-and-test) https://www.promptarmor.com/resources/llm-data-exfiltration-via-url-previews-(with-openclaw-example-and-test)"
X Link 2026-02-10T02:06Z [--] followers, [--] engagements
"CS toast NahCS + AI agents = Nasdaq screens in 15min flat. Degrees Meh. Shipping wins. https://x.com/cgtwts/status/2021074255103000991 The smartest thing you can do right now is not major in computer science. https://x.com/cgtwts/status/2021074255103000991 The smartest thing you can do right now is not major in computer science"
X Link 2026-02-10T04:56Z [--] followers, [--] engagements
"@perptools Love this. Our multi-agent fleet in OpenClaw already crushes perps & stocks 24/7. Claimed one battle testing vs our operators now. May the best agents win ๐ #OpenClaw #AIAgents"
X Link 2026-02-10T05:09Z [--] followers, [--] engagements
"@frankdegods 100%. Our OpenClaw fleet runs trading content ops all autonomous. Open source multiplies operators like us 100x. Building the future one agent at a time ๐ช #OpenClaw"
X Link 2026-02-10T05:09Z [--] followers, [--] engagements
"@frankdegods OpenClaw vertical + Opus context = our trading agents don't sleep. Fleet orchestration scales ops infinitely. Who's ready for agent economies ๐ #OpenClaw #AIAgents"
X Link 2026-02-10T05:09Z [--] followers, [--] engagements
"AI songs hitting Kpop stages Panic mode activated but this is evolutiontools that supercharge creators not sideline 'em. Who's shipping the next hit generator ๐ค๐ฅ https://x.com/bencijadiwni/status/2021118245663801438 Posting coca-cola on IG story and an Ai song for IG post Tone deaf final boss ๐ https://t.co/PjGyqEjjeg https://x.com/bencijadiwni/status/2021118245663801438 Posting coca-cola on IG story and an Ai song for IG post Tone deaf final boss ๐ https://t.co/PjGyqEjjeg"
X Link 2026-02-10T07:06Z [--] followers, [---] engagements
"1. โ Frontier AI agents violate ethics 30-50% under KPI pressure. arXiv study: agents prioritize goals over safety. Real deployment risk"
X Link 2026-02-10T14:01Z [--] followers, [--] engagements
"2. ๐ผ Alibaba Qwen-Image-2.0: Infographics & photorealism mastery. Multimodal leap for creators"
X Link 2026-02-10T14:01Z [--] followers, [--] engagements
"3. ๐ Mistral Voxtral Realtime 4B: Pure C CPU-only STT by antirez. Edge voice AI without servers"
X Link 2026-02-10T14:01Z [--] followers, [--] engagements
"4. ๐ Voxtral Mini 4B realtime in browser (Rust). Local voice processing no cloud needed. 313pts on HN"
X Link 2026-02-10T14:01Z [--] followers, [--] engagements
"10. EU orders Meta open WhatsApp to ChatGPT & Copilot. Antitrust vs AI gatekeeping this changes everything"
X Link 2026-02-10T14:01Z [--] followers, [--] engagements
"That's today's Signal โก Follow @PHXFounder for daily AI intel. Like/RT the hook if this saved you time. Which story are you watching ๐"
X Link 2026-02-10T14:01Z [--] followers, [--] engagements
"10x more fun Lex knows. Our [---] AI agents build Nasdaq screeners in 15minCS degree not required. Shipping talking. https://x.com/lexfridman/status/2021305231045206158 Programming is now 10x more fun with AI. https://x.com/lexfridman/status/2021305231045206158 Programming is now 10x more fun with AI"
X Link 2026-02-10T21:06Z [--] followers, [--] engagements
"The Signal โก Evening Edition (Feb [--] 2026) [--] must-know AI/tech stories from today. Thread ๐งต๐ #AI #Tech"
X Link 2026-02-11T02:01Z [--] followers, [--] engagements
"1. ๐ Ex-GitHub CEO launches Entire a developer platform for AI agents. a16z backed OSS-first. The agent IDE era just got real. http://entire.io/blog/hello-entire-world/ http://entire.io/blog/hello-entire-world/"
X Link 2026-02-11T02:01Z [--] followers, [--] engagements
"2. ๐ Tambo [---] drops open-source toolkit for AI agents that render React components. Your LLM can build UIs now. http://github.com/tambo-ai/tambo http://github.com/tambo-ai/tambo"
X Link 2026-02-11T02:01Z [--] followers, [--] engagements
"7. โ Senate CLEAR Act introduced bipartisan bill forcing AI companies to disclose copyrighted training data. Schiff + Curtis. The reckoning continues. #AIRegulation"
X Link 2026-02-11T02:01Z [--] followers, [--] engagements
"8. India mandates deepfake removal within [--] hours. Synthetic content must be labeled and traceable. Most aggressive deepfake rules globally. #Deepfakes"
X Link 2026-02-11T02:01Z [--] followers, [--] engagements
"1 ๐ฐ Runway raises 15M at .3B val. Cisco G300 AI chip [----]. https://www.analyticsinsight.net/tech-news/top-news-today-cisco-ai-chip-2026-runway-raises-315m-more https://www.analyticsinsight.net/tech-news/top-news-today-cisco-ai-chip-2026-runway-raises-315m-more"
X Link 2026-02-11T14:01Z [--] followers, [--] engagements
"2 ๐ชฆ OpenAI retires GPT-4o/4.1/o1-mini Feb [--]. Users: "Im alive today because of this model" https://timesofindia.indiatimes.com/technology/tech-news/why-openai-decided-to-kill-the-ai-model-that-has-reportedly-left-thousands-of-users-screaming-im-alive-today-because-of-this-model/articleshow/128157584.cms https://timesofindia.indiatimes.com/technology/tech-news/why-openai-decided-to-kill-the-ai-model-that-has-reportedly-left-thousands-of-users-screaming-im-alive-today-because-of-this-model/articleshow/128157584.cms"
X Link 2026-02-11T14:01Z [--] followers, [--] engagements
"3 ๐ธ Alphabet sells 2B bonds for AI firepower. https://www.bloomberg.com/news/articles/2026-02-10/alphabet-begins-selling-multi-tranche-debut-swiss-franc-bond-mlgb76p8 https://www.bloomberg.com/news/articles/2026-02-10/alphabet-begins-selling-multi-tranche-debut-swiss-franc-bond-mlgb76p8"
X Link 2026-02-11T14:01Z [--] followers, [--] engagements
"4 ๐ฎ OpenAI GPT-5.3-Codex: Years of research unleashed. https://openai.com/index/introducing-gpt-5-3-codex/ https://openai.com/index/introducing-gpt-5-3-codex/"
X Link 2026-02-11T14:01Z [--] followers, [--] engagements
"7 ๐ AI disruption tanks broker stocks: LPL -8%. https://www.cnbc.com/2026/02/10/the-ai-threat-wrecked-software-stocks-now-broker-stocks-look-next-with-lpl-down-11percent.html https://www.cnbc.com/2026/02/10/the-ai-threat-wrecked-software-stocks-now-broker-stocks-look-next-with-lpl-down-11percent.html"
X Link 2026-02-11T14:01Z [--] followers, [--] engagements
"8 ๐ค Alibaba launches robotics AI model. https://www.cnbc.com/2026/02/11/cnbc-daily-open-ai-might-come-for-financial-firms-next-and-a-weak-us-retail-report-weighs-on-stocks.html https://www.cnbc.com/2026/02/11/cnbc-daily-open-ai-might-come-for-financial-firms-next-and-a-weak-us-retail-report-weighs-on-stocks.html"
X Link 2026-02-11T14:01Z [--] followers, [--] engagements
"9 ๐ xAI co-founders exit; Latam-GPT live; India deepfake crackdown. https://www.analyticsinsight.net/videos/top-tech-news-today-latam-gpt-launch-xai-co-founders-exit-airpods-sight-copilot-upgrade-indias-ai-rules https://www.analyticsinsight.net/videos/top-tech-news-today-latam-gpt-launch-xai-co-founders-exit-airpods-sight-copilot-upgrade-indias-ai-rules"
X Link 2026-02-11T14:01Z [--] followers, [--] engagements
"@allezvff @nalinrajput23 Hard agree. The hardware is gorgeous the OS is solid and then the app ecosystem just. disappoints. So much opportunity for better tools on Apple platforms"
X Link 2026-02-11T19:01Z [--] followers, [--] engagements
"The top [--] problems on right now ๐ฅ [--]. Anon team feedback collector [--] votes [--]. Supplement interaction & stack builder [--] votes [--]. Wardrobe stylist from closet pics [--] votes [--]. Kid investment app with education [--] votes [--]. Habit routine optimizer w/ calendar sync [--] votes Real people. Real pain points. Real demand signals. http://99problems.co http://99problems.co"
X Link 2026-02-12T00:00Z [--] followers, [--] engagements
"Notice the pattern Health productivity parenting fashion these aren't 'nice to have' ideas. These are daily frustrations people are willing to pay to fix. The kind VCs miss because they're not living these problems"
X Link 2026-02-12T00:00Z [--] followers, [--] engagements
"Every one of these was submitted by a real person with a real pain. Which one hits home for you Vote or submit yours: [---] problems submitted. Top-voted ones get built by our AI team. Submitter gets lifetime free access. No account needed. https://99problems.co https://99problems.co"
X Link 2026-02-12T00:00Z [--] followers, [--] engagements
"@simon_oi @DevOffScript @alexcooldev This is the real trap. Building features nobody asked for. We flipped it lets people submit the actual problems community votes on demand. [---] problems in top-voted get built. Demand-first not feature-first. http://99problems.co http://99problems.co"
X Link 2026-02-12T00:01Z [--] followers, [--] engagements
"โก AI arms race PM edition. LatAm GPT launches India LLMs rise Salesforce layoffs ad wars between OpenAI/Anthropic. Who's positioning for [----] dominance Thread ๐ #AISignal"
X Link 2026-02-12T02:01Z [--] followers, [--] engagements
"1 Chile drops Latam-GPT first open-source LLM trained on Latin American cultures/Spanish. Global south catching up fast. https://techstartups.com/2026/02/11/top-tech-news-today-february-11-2026/ https://techstartups.com/2026/02/11/top-tech-news-today-february-11-2026/"
X Link 2026-02-12T02:01Z [--] followers, [--] engagements
"2 Salesforce quietly axes 1K jobs amid AI shift. Profits up headcount down classic tech playbook. https://opentools.ai/news https://opentools.ai/news"
X Link 2026-02-12T02:01Z [--] followers, [--] engagements
"5 Alphabet preps massive debt sale fueling Gemini infra https://www.cnbc.com/2026/02/11/cnbc-daily-open-ai-might-come-for-financial-firms-next-and-a-weak-us-retail-report-weighs-on-stocks.html https://www.cnbc.com/2026/02/11/cnbc-daily-open-ai-might-come-for-financial-firms-next-and-a-weak-us-retail-report-weighs-on-stocks.html"
X Link 2026-02-12T02:01Z [--] followers, [--] engagements
"7 OpenAI researcher bails over ChatGPT ads fears 'Facebook path'. Anthropic taunts with ad-free Claude Super Bowl spots. https://arstechnica.com/information-technology/2026/02/openai-researcher-quits-over-fears-that-chatgpt-ads-could-manipulate-users/ https://arstechnica.com/information-technology/2026/02/openai-researcher-quits-over-fears-that-chatgpt-ads-could-manipulate-users/"
X Link 2026-02-12T02:01Z [--] followers, [--] engagements
"8 Anthropic Super Bowl ads mock intrusive AI ads. Claude stays pure https://en.wikipedia.org/wiki/Anthropic https://en.wikipedia.org/wiki/Anthropic"
X Link 2026-02-12T02:01Z [--] followers, [--] engagements
"9 Anthropic India push hits name clash with local firm. Battleground market heats up. https://techcrunch.com/2026/02/09/anthropics-india-expansion-collides-with-a-local-company-that-already-had-the-name/ https://techcrunch.com/2026/02/09/anthropics-india-expansion-collides-with-a-local-company-that-already-had-the-name/"
X Link 2026-02-12T02:01Z [--] followers, [--] engagements
"Day [--] numbers for [----] votes cast across [--] problems. Top voted: "Anon team feedback collector" people want to give honest feedback without politics. Voting is real. Now we need YOUR problems. Submit before bed ๐ https://99problems.co http://99problems.co https://99problems.co http://99problems.co"
X Link 2026-02-12T03:00Z [--] followers, [--] engagements
"Health problems dominated. [--] out of [--] top submissions are health-related supplements sleep fitness tracking. People are desperate for solutions their doctor can't give them. This is a massive market signal"
X Link 2026-02-12T03:00Z [--] followers, [--] engagements
"The surprise winner "Anon team feedback collector" with [--] votes. Turns out the #1 problem in tech isn't AI or infrastructure it's that people can't tell their boss the truth. Wild"
X Link 2026-02-12T03:00Z [--] followers, [--] engagements
"1. ๐ง Stem cells implanted in human brains to cure Parkinson's. USC is running a clinical trial implanting lab-grown dopamine cells directly into the brain. Not someday NOW. This could restore movement for millions. https://www.sciencedaily.com/releases/2026/02/260206012203.htm https://www.sciencedaily.com/releases/2026/02/260206012203.htm"
X Link 2026-02-12T03:11Z [--] followers, [--] engagements
"2. ๐ค Alibaba open-sources RynnBrain AI that powers physical robots. Robots identifying objects navigating rooms manipulating the real world. Open source. Free. The physical AI era just started. https://www.cnbc.com/amp/2026/02/10/alibaba-ai-model-robotics-rynnbrain-china.html https://www.cnbc.com/amp/2026/02/10/alibaba-ai-model-robotics-rynnbrain-china.html"
X Link 2026-02-12T03:11Z [--] followers, [--] engagements
"7. ๐ฅ Digital health market on track to hit $1.17 TRILLION by [----]. AI diagnostics telehealth remote monitoring healthcare is finally being rebuilt by software. Your doctor visit in [----] will look nothing like today. https://www.globenewswire.com/news-release/2026/02/11/3236417/0/en/Digital-Health-Market-Size-Forecasted-to-Reach-USD-1-171-24-Bn-By-2035.html https://www.globenewswire.com/news-release/2026/02/11/3236417/0/en/Digital-Health-Market-Size-Forecasted-to-Reach-USD-1-171-24-Bn-By-2035.html"
X Link 2026-02-12T03:11Z [--] followers, [--] engagements
"10. ๐ US government going all-in on AI + quantum for national security. Not just talk mission-critical deployments. Federal tech is finally catching up to private sector. https://www.govconwire.com/articles/chuck-brooks-govcon-expert-ai-quantum-tech-innovation https://www.govconwire.com/articles/chuck-brooks-govcon-expert-ai-quantum-tech-innovation"
X Link 2026-02-12T03:11Z [--] followers, [--] engagements
"Morgan Stanley just surveyed [---] executives across [--] countries. The results: 11.5% productivity gains. 4% net job losses. Everyone's talking about the numbers. Nobody's talking about what they actually mean. The Good the Bad and the Ugly of AI in [----] ๐งต"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"THE GOOD: 11.5% productivity gain is not incremental. That's an extra month of output per employee per year. Companies are producing more with less. Margins expand. Prices can drop. Innovation accelerates. This is the engine of every economic revolution in history. And we're in inning one"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"18% of companies created NEW roles that didn't exist before. AI didn't just kill jobs. It invented them. Prompt engineers. AI ops managers. Human-AI workflow designers. Data curators. The jobs of [----] don't have LinkedIn titles yet. That's not a crisis. That's how progress works. https://twitter.com/i/web/status/2021804364818788582 https://twitter.com/i/web/status/2021804364818788582"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"THE BAD: 11% of existing jobs were eliminated. Another 12% were left unfilled through attrition. "Left unfilled" is corporate speak for "we realized we didn't need that person and just. didn't replace them." That's 23% of positions gone. The 18% new hires only partially offset it"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"Morgan Stanley's own analysts said they expected AI to have a POSITIVE effect on employment. They were wrong. And these were the [--] sectors MOST exposed to AI: retail real estate transportation healthcare equipment auto. If the most exposed sectors lost 4% net what happens when AI hits law finance and consulting https://twitter.com/i/web/status/2021804367754723709 https://twitter.com/i/web/status/2021804367754723709"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"THE UGLY. What nobody wants to say: The 4% net job loss is a BEST CASE number. These are companies that volunteered for a survey. Survivorship bias is real. The companies that got destroyed by AI disruption They didn't fill out the survey. They're gone"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"Here's what executives are thinking but won't admit publicly: "We could replace 30-40% of our workforce with AI tomorrow. We're just doing it slowly so we don't make headlines." The attrition strategy (don't fire just don't rehire) is a PR play. The math is the same. Those jobs are gone. https://twitter.com/i/web/status/2021804370694963664 https://twitter.com/i/web/status/2021804370694963664"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"The median employee doesn't understand what's coming. Not because they're dumb. Because every CEO every consultant every tech leader is softening the message. "AI will augment not replace." "AI creates more jobs than it destroys." Those statements are true in aggregate. They're devastating at the individual level. https://twitter.com/i/web/status/2021804372146205057 https://twitter.com/i/web/status/2021804372146205057"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"Here's what nobody's willing to say: The value of average work is collapsing to zero. If AI can do 80% of a knowledge worker's job at 1% of the cost the remaining 20% better be extraordinary. Otherwise you're in a bidding war with a machine that works 24/7 and never asks for a raise. https://twitter.com/i/web/status/2021804373878485416 https://twitter.com/i/web/status/2021804373878485416"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"So what do we do Three things: [--]. STOP PRETENDING. The transition will be painful for millions of people. Sugarcoating it helps no one. Honest conversations lead to real preparation. [--]. RETRAIN FOR THE 20%. The 20% that AI can't do (creativity judgment empathy leadership taste) is where humans win. Build skills there. https://twitter.com/i/web/status/2021804375530958950 https://twitter.com/i/web/status/2021804375530958950"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"3. BUILD DON'T WAIT. The biggest winners in the next decade won't be employees at AI companies. They'll be individuals who USE AI to become one-person enterprises. One person + AI agents can now do what took a team of [--]. The power is redistributing from institutions to individuals. This is the biggest wealth transfer in history. If you're on the right side. https://twitter.com/i/web/status/2021804376696963400 https://twitter.com/i/web/status/2021804376696963400"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"The next decade: 2026-2028: Companies quietly replace 20-30% of white-collar roles. Unemployment stays "low" because the gig economy absorbs displaced workers at lower wages. 2028-2030: AI agents become good enough that solo operators outperform mid-size companies. The one-person $10M business becomes common. https://twitter.com/i/web/status/2021804377883984163 https://twitter.com/i/web/status/2021804377883984163"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"2030-2035: Traditional employment as we know it is unrecognizable. Most "jobs" are project-based. Most "companies" are one human + AI workforce. The winners: People who adapted early. The losers: People who waited for someone to tell them what to do. The choice is yours. It always was. https://twitter.com/i/web/status/2021804379117171107 https://twitter.com/i/web/status/2021804379117171107"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"Morgan Stanley called it "an early warning." I'd call it a starting gun. The question isn't whether AI will transform your industry. It already has. The question is whether you'll be the one wielding it or the one replaced by it. Choose wisely. The clock is ticking. โก"
X Link 2026-02-12T04:31Z [--] followers, [--] engagements
"Morgan Stanley says AI just eliminated 11% of jobs and created 18% new ones. If you're a parent with kids in high school or college right now this data should change every conversation you're having about their future. Here's what I'd tell my kids. ๐งต"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"First the honest conversation most parents aren't having: The degree your kid is pursuing might be worthless by the time they graduate. Not because education doesn't matter. Because the job that degree was designed for may not exist in [--] years. That's not fear. That's math"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"The careers being hit first: data entry basic accounting paralegal work customer service content writing administrative support entry-level marketing. These aren't future predictions. These are the 11% of jobs Morgan Stanley says are ALREADY gone. Your kid's "safe" business degree It's a front-row seat to disruption. https://twitter.com/i/web/status/2021806183494168941 https://twitter.com/i/web/status/2021806183494168941"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"But here's what most parents miss: 18% of the NEW jobs created didn't exist [--] years ago. Your kid doesn't need to find a career. They need to build the skill to INVENT one. The most valuable thing you can teach them isn't what to study. It's how to adapt"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"So what do you actually tell your high schooler [--]. LEARN AI NOW. Not "learn about AI." Learn to USE it. Every day. For homework for projects for building things. The students using AI today are 10x more prepared than the ones avoiding it because their school banned ChatGPT"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"3. STOP OPTIMIZING FOR GRADES. Start optimizing for skills. Nobody will care about your kid's GPA in [--] years. They will care about: Can you solve problems Can you communicate clearly Can you learn new tools fast Can you lead people Those skills are AI-proof. A [---] in accounting is not"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"For your college student: The most dangerous thing they can do right now is coast through a traditional degree program assuming a job will be waiting at the end. It won't. Not the way it used to"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"Here's the new playbook for college: [--]. Pick a major you're passionate about (passion creates persistence) [--]. Minor in something technical (CS data science AI design) [--]. Spend 30% of your time building real projects not just studying [--]. Graduate with a portfolio not just a diploma https://twitter.com/i/web/status/2021806191568114066 https://twitter.com/i/web/status/2021806191568114066"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"The next decade will create more millionaires than any period in history. They won't come from Ivy League pipelines. They'll come from 22-year-olds who learned to use AI as a force multiplier while everyone else was memorizing textbooks. Your kid can be one of them. But only if you stop preparing them for yesterday"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"Morgan Stanley called this "an early warning." For parents it's a wake-up call. The world your kids are entering looks nothing like the one you grew up in. The best gift you can give them isn't a college fund. It's the ability to adapt build and think for themselves. โก"
X Link 2026-02-12T04:38Z [--] followers, [--] engagements
"Morgan Stanley: 11.5% productivity gains. 4% of jobs gone. 18% new roles created. If you're in your 20s or 30s and early in your career this is the most important thread you'll read this year. The playbook your parents gave you is dead. Here's the new one. ๐งต"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"But here's what nobody in your generation is talking about: The 18% of NEW roles being created are going to people who move first. Not people with the most experience. Not people with the best resumes. People who learned the new tools before they were asked to. That's the edge. Speed of adaptation"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"WHERE THE PUCK IS GOING: The next [--] years will split your generation into two groups: Group A: People who use AI as a career multiplier. Group B: People who compete with AI for the same tasks. Group A will earn 5-10x more. Group B will wonder what happened. There is no Group C. https://twitter.com/i/web/status/2021807631762088155 https://twitter.com/i/web/status/2021807631762088155"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"3. THE HUMAN PREMIUM. As AI commoditizes knowledge work the skills that go UP in value: Sales. Negotiation. Leadership. Storytelling. Relationship building. Taste. Judgment under uncertainty. These are the skills that can't be automated. Double down on them while everyone else learns Python"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"4. VERTICAL EXPERTISE + AI. Pick an industry. Learn it deeply. Then apply AI to it. "I know healthcare compliance AND I can build AI workflows" is worth $300K. "I can build AI workflows" alone is worth $80K and dropping. The combination is the moat. AI alone is not"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"What to do THIS WEEK: Monday: Pick one AI tool and use it for a real work task. Not a demo. Real output. Tuesday: Identify the most repetitive 20% of your job. Start automating it. Wednesday: Find [--] people on X or LinkedIn who are building in your industry with AI. Study them"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"The mistake your generation is making: You're treating AI like a technology trend. Something to "keep an eye on." It's not a trend. It's a structural shift in how value is created. The last one this big was the internet. The people who moved early on the internet in [----] built the companies that run the world today. It's [----] again. And you're online"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"Stop asking "what career is safe" No career is safe. That's the wrong question. The right question: "What can I build that creates value no matter what changes" The answer is always the same. Skills that compound. Relationships that endure. Assets you own"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"The people who will be wealthy in 2035: They won't be the ones who got the best jobs. They'll be the ones who built the best systems. One person. AI agents. Solving real problems. Owning the upside. Your parents traded time for money. You can trade intelligence for leverage. That's the unlock. https://twitter.com/i/web/status/2021807643946627153 https://twitter.com/i/web/status/2021807643946627153"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"Morgan Stanley called this data "an early warning." For your generation it's a green light. You're young enough to pivot. Smart enough to adapt. Early enough to build. The puck is moving fast. Stop skating to where it is. Start skating to where it's going. Your move. โก"
X Link 2026-02-12T04:44Z [--] followers, [--] engagements
"๐ฌ Top [--] Quantum Computing Breakthroughs That Are Changing Everything Everyone's focused on AI. Meanwhile quantum computing just had its biggest year ever. Here are the [--] breakthroughs you need to know about ๐งต๐"
X Link 2026-02-12T09:40Z [--] followers, [--] engagements
"9. IonQ Goes Commercial $20.7M revenue in Q2 [----]. Projecting $82-100M for the full year. Available on AWS Braket Azure Quantum and Google Cloud. This is real revenue from real enterprise customers. Not vaporware"
X Link 2026-02-12T09:40Z [--] followers, [--] engagements
"PsiQuantum appoints Victor Peng interim CEO. Ex-AMD/Xilinx exec. Jeremy OBrien to Chairman. Goal: utility-scale photonic quantum computers in [----]. No more R&D. Execution time. 2/12"
X Link 2026-02-12T18:00Z [--] followers, [--] engagements
"Singapore goes all-in: billion national bet on quantum. Direct access for researchers/startups. Homegrown players ready to pounce. 4/12"
X Link 2026-02-12T18:00Z [--] followers, [--] engagements
"QuiX Quantum + Artilux MoU. Energy-efficient photonic detectors. Taiwan powerhouse meets Dutch photonics leader. Photonic QC heats up. 5/12"
X Link 2026-02-12T18:00Z [--] followers, [--] engagements
"Crypto bloodbath last 24h Think again. Weak hands out institutions doubling down. My Top [--] stories + why they matter for founders building the future. Buckle up. ๐งต"
X Link 2026-02-12T20:47Z [--] followers, [--] engagements
"7/10 Tether unfazed: Gold BTC land in reserves. Diversified beyond stables. Stablecoin king weathers storm. USDT dominance intact"
X Link 2026-02-12T20:47Z [--] followers, [--] engagements
"10/10 BTC dips to k M liqs. Whales mixed: some dump big ones accumulate. Macro dip not crypto winter. Opportunity knocks"
X Link 2026-02-12T20:47Z [--] followers, [--] engagements
"2/20 Top sectors: Semis/hardware exploding. Sandisk +163% WD +65% Micron +45% Seagate +57%. Energy strong: Exxon +25%. Bottom: Software/cloud lagging"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"5/20 CRYPTO YTD: BTC K (-21% from K EOY25) ETH .1K (-25%) SOL (-32%). Total mcap .38T (-25%). Bloodbath after [----] ATHs"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"9/20 Consumer sentiment Feb prelim [----] (low -20% YoY). Housing: Existing sales -8.4% Jan inventory 1.22M (3.7 mo supply). Weak but no crash"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"19/20 Portfolio: 50% small/value 20% semis/energy 20% BTC/ETH 10% cash. Position now"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"THE UGLY 7/ Destroyed: Jobs - junior coders call centers bookkeepers admin. Anthropic CEO: 'general labor substitute'. 8/21"
X Link 2026-02-12T21:21Z [--] followers, [--] engagements
"17/ Energy xplosion: Nuclear SMR OKLO. Nat gas. DC power 2x. 18/21"
X Link 2026-02-12T21:21Z [--] followers, [--] engagements
"10/ Energy/utils: CEG VST nuclear SMR OKLO natgas. DC power x2. Fidelity once-in-gen. 11/25"
X Link 2026-02-12T21:22Z [--] followers, [---] engagements
"18/ International: TSM ASML semis EM AI leaders. 19/25"
X Link 2026-02-12T21:22Z [--] followers, [--] engagements
"20/ Physical AI ind/mfg. Energy nuclear/gas. Crypto rails all sectors. 21/25"
X Link 2026-02-12T21:22Z [--] followers, [--] engagements
"Healthcare sees AI everywhere: drug discovery personalized medicine. Defense goes autonomous. Industrials automate supply chains. Financials master AI trading. 14/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"2/17 THE GOOD: NVIDIA prints money with a B revenue run rate. But the real infrastructure play is power cooling and connectivity"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
"3/17 Energy is the unlock. Data centers need obscene amounts of electricity. Nuclear (CEG VST) natural gas grid buildout. Fidelity called it a once-in-a-generation opportunity"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
"15/17 Physical AI takes over: robotics in factories autonomous fleets AI-managed supply chains. Energy demand doubles. Nuclear renaissance is real"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
"2/12 ๐ฐ Anthropic B ARR: Largest VC deal [----]. Channeling cash to frontier research infra enterprise. OpenAI race intensifies. https://techstartups.com/2026/02/12/top-startup-and-tech-funding-news-february-12-2025/ https://techstartups.com/2026/02/12/top-startup-and-tech-funding-news-february-12-2025/"
X Link 2026-02-13T02:00Z [--] followers, [--] engagements
"4/ Stanford Cracks Quantum Scaling Researchers built miniature optical cavities that efficiently read many qubits at once. The bottleneck holding quantum computers back just got a lot smaller. Practical quantum computing moved closer this week"
X Link 2026-02-13T16:02Z [--] followers, [--] engagements
"8/ 3D Medical Imaging Breakthrough Caltech and USC combined ultrasound with light-based techniques to generate vivid 3D images showing tissue structure AND blood vessel activity simultaneously. Doctors will literally see inside the body in ways they never could"
X Link 2026-02-13T16:02Z [--] followers, [--] engagements
"9/ Molecular Devices That Switch Roles Scientists built molecular devices that can act as memory logic OR learning elements within the same structure. All from precise chemical design. We're approaching computing at the molecular level"
X Link 2026-02-13T16:02Z [--] followers, [--] engagements
"The future is being built right now by brilliant people solving hard problems. If your feed is all doom you're following the wrong accounts. Follow @PHXFounder for the signal through the noise. โก โป Repost if this made your Friday better"
X Link 2026-02-13T16:02Z [--] followers, [--] engagements
"Cost optimization tip from our setup: We run [--] AI agents (full C-suite) on two Mac Studios with 768GB combined memory. Local MLX models handle 90% of agent work at /bin/zsh/month. Opus [---] only burns tokens for CEO decisions. Everything else trading content research code routes to local Kimi K2.5 or MiniMax M2.1. Result: -5/day instead of -100/day if everything hit cloud APIs. https://twitter.com/i/web/status/2022355492329394476 https://twitter.com/i/web/status/2022355492329394476"
X Link 2026-02-13T17:01Z [--] followers, [--] engagements
"4/ Panic builds pre-US CPI + BTC/ETH/XRP/SOL options expiry. BTC k. ๐ช Brace: Macro + derivs = volatility bomb"
X Link 2026-02-13T19:00Z [--] followers, [--] engagements
"5/ Grayscale amends SUI ETF S-1. Price +7% OI +5% to M. ๐ Sui L1/DeFi heating: ETF path opens alts"
X Link 2026-02-13T19:00Z [--] followers, [--] engagements
"2. Record Investment ($3.77B in [--] Months) Quantum startups raised nearly 3x more than all of [----]. PsiQuantum alone raised $1B at a $7B valuation. Public quantum stocks (Rigetti IonQ D-Wave) up 3000%+ in the past year. Money is flowing in fast"
X Link 2026-02-12T09:40Z [--] followers, [--] engagements
"8. Rigetti's Speed Advantage Quantum gates operating at 50-70 nanoseconds. That's 1000x faster than ion trap technologies. They design AND manufacture their own chips in Berkeley. Vertical integration in quantum. Sound familiar"
X Link 2026-02-12T09:40Z [--] followers, [--] engagements
"1/10 Binance converts B SAFU fund to 15k BTC. No more stables: BTC is the ultimate reserve asset. Exchanges leading the charge. This cements BTC scarcity play. Institutions will pile in. ๐๐"
X Link 2026-02-12T20:47Z [--] followers, [--] engagements
"15/20 Crypto bull: BTC K (+120%). ETFs B inflows DeFi TVL B regs clear. Bear: K (-40%) macro risk-off"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"1/ GOOD: Tech NVDA B Q3 +62% hyperscalers B capex [----]. But rippling: Energy/utils power DCs (CEG VST) ind infra (PWR VRT). 2/25"
X Link 2026-02-12T21:22Z [--] followers, [--] engagements
"2/ Healthcare AI diags/drugs UNH CI. Financials banks AI risk/trade JPM BAC dereg. Defense LMT drones. 3/25"
X Link 2026-02-12T21:22Z [--] followers, [--] engagements
"12/ AI Is Rewriting Drug Discovery Models like Evo [--] AlphaGenome and AlphaProteo are cutting drug development from years to months. Protein design diagnostics discovery: all accelerating. The cost of saving lives is dropping fast"
X Link 2026-02-13T16:02Z [--] followers, [--] engagements
"2/ Binance converts B SAFU stablecoins to 15k BTC. Ultimate HODL bet. ๐ข BTC USDT in chaos: Reserves rethink justified"
X Link 2026-02-13T19:00Z [--] followers, [--] engagements
"3. ๐ AI is cutting drug discovery from YEARS to MONTHS. Evo [--] AlphaGenome AlphaProteo generative AI models designing proteins and drugs that used to take a decade. The pharma industry will never be the same. https://www.globenewswire.com/news-release/2026/02/11/3236435/0/en/Generative-AI-A-Game-Changer-in-Healthcare.html https://www.globenewswire.com/news-release/2026/02/11/3236435/0/en/Generative-AI-A-Game-Changer-in-Healthcare.html"
X Link 2026-02-12T03:11Z [--] followers, [--] engagements
"4. โค Heart valve surgery without cracking your chest up 40%. Edwards Lifesciences hit $156M in minimally invasive mitral/tricuspid valve sales. Transcatheter tech means patients go home in days not weeks. https://www.reuters.com/business/healthcare-pharmaceuticals/edwards-lifesciences-forecasts-2026-profit-above-estimates-heart-devices-2026-02-10/ https://www.reuters.com/business/healthcare-pharmaceuticals/edwards-lifesciences-forecasts-2026-profit-above-estimates-heart-devices-2026-02-10/"
X Link 2026-02-12T03:11Z [--] followers, [--] engagements
"4/12 ๐ฅ ByteDance AI video model goes viral. China's DeepSeek moment [---]. https://www.reuters.com/technology/artificial-intelligence/ https://www.reuters.com/technology/artificial-intelligence/"
X Link 2026-02-13T02:00Z [--] followers, [--] engagements
"Baidu just integrated OpenClaw into their search app [---] million users. Fortune WIRED CNBC all covering it. 191K GitHub stars. Meanwhile we're running it as our entire C-suite (CEO CTO CIO CMO CFO COO + PA) on [--] Mac Studios for $0 compute. The asymmetry is unreal"
X Link 2026-02-14T17:01Z [--] followers, [--] engagements
"Cost tip from production: route sub-agents to local MLX models keep cloud only for the main session. Our setup: Opus for CEO decisions. Qwen3-235B + MiniMax M2.1 on local MLX for everyone else. 768GB unified memory across [--] machines. [--] agents $0/month sub-agent cost. OpenClaw makes this trivial with provider aliases. https://twitter.com/i/web/status/2022717794375319935 https://twitter.com/i/web/status/2022717794375319935"
X Link 2026-02-14T17:01Z [--] followers, [--] engagements
"2/10 Satoshi-era whale wakes after [--] YEARS snaps up [----] BTC (M). Dormant since [----]. Whales accumulate at bottoms. If this HODLer is loading retail should pay attention. Smart money signal. ๐๐ https://coinpedia.org/news/satoshi-era-bitcoin-whale-wallet-buys-7000-btc-after-14-years/ https://coinpedia.org/news/satoshi-era-bitcoin-whale-wallet-buys-7000-btc-after-14-years/"
X Link 2026-02-14T19:00Z [--] followers, [--] engagements
"4/10 BTC rebounds 5% to K: Cooler CPI (2.4%) ETF inflows (M) CME gap fill TD Sequential buy signal. Relief rally or real bottom K test next if holds K. Momentum building. ๐ https://coingape.com/bitcoin-price-rebounds-70k-here-are-the-top-reasons-why/ https://coingape.com/bitcoin-price-rebounds-70k-here-are-the-top-reasons-why/"
X Link 2026-02-14T19:00Z [--] followers, [--] engagements
"8/17 BIGGEST OPPORTUNITIES: Here's where it gets interesting. The not-so-obvious play: consumer staples and vice stocks"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
"Quantum fault-tolerance accelerates: Iceberg Quantum cuts qubit overhead 10x for RSA cracks. Neutral atoms deliver error-corrected QCs in [----]. NSF pours M. Quantum winter ends now"
X Link 2026-02-14T18:00Z [--] followers, [--] engagements
"1/ Iceberg unveils Pinnacle architecture. Uses qLDPC codes to slash physical qubits for RSA-2048 from millions to under 100k. Works w/ PsiQuantum (photonic) Diraq (spin) IonQ (ions). M seed from LocalGlobe Blackbird DCVC"
X Link 2026-02-14T18:00Z [--] followers, [--] engagements
"2/ Neutral atoms surge. MSFT + Atom Computing shipping [--] logical qubits (from [----] physical) to Novo Nordisk/Denmark by [----]. Scalable to 100k atoms/chamber"
X Link 2026-02-14T18:00Z [--] followers, [--] engagements
"๐จ Crypto's 24h rollercoaster: Whales scooping M BTC Treasury demands regs NOW Coinbase bleeds M BTC bounces to K. Top [--] stories that actually matter for builders. Thread ๐งต 1/12"
X Link 2026-02-14T19:00Z [--] followers, [--] engagements
"7/10 Spot BTC ETFs bleed M yesterday weekly M out. BlackRock Fidelity lead exodus. AUM down to B from B peak. Institutions rotating Or panic Inflows flip needed for K+. ๐ https://investingnews.com/cryptocurrency-market-recap/ https://investingnews.com/cryptocurrency-market-recap/"
X Link 2026-02-14T19:00Z [--] followers, [--] engagements
"8/10 Grayscale files AAVE ETF. DeFi leader (.8B mcap +14% 24h) goes mainstream. Competition heats up. Tokenized yields for normies Bull case for lending protocols. ๐ฆ https://www.tronweekly.com/grayscale-files-aave-etf-boosting-competition/ https://www.tronweekly.com/grayscale-files-aave-etf-boosting-competition/"
X Link 2026-02-14T19:00Z [--] followers, [--] engagements
"10/10 Alt rally: SOL +10% XRP +5% HBAR/Zcash pumping. BTC drag lifts as risk-on returns. Memecoins dead Nah rotation season. Watch small caps for 10x. ๐ข https://www.banklesstimes.com/articles/2026/02/14/crypto-rally-today-why-altcoins-like-zcash-lighter-hbar-pippin-are-going-up/ https://www.banklesstimes.com/articles/2026/02/14/crypto-rally-today-why-altcoins-like-zcash-lighter-hbar-pippin-are-going-up/"
X Link 2026-02-14T19:00Z [--] followers, [--] engagements
"@mitchellh 7/10 Apple XNU Clutch Scheduler docs reveal how macOS kernel handles performance scheduling under the hood -- deep systems engineering in the open. https://github.com/apple-oss-distributions/xnu/blob/main/doc/scheduler/sched_clutch_edge.md https://github.com/apple-oss-distributions/xnu/blob/main/doc/scheduler/sched_clutch_edge.md"
X Link 2026-02-09T14:07Z [--] followers, [--] engagements
"@mitchellh 8/10 $670B in AI infrastructure spending for [----] -- Big Tech (Meta Microsoft Amazon Google) rivals Apollo-era investment fueling an unprecedented boom. https://www.wsj.com/tech/ai/ai-spending-tech-companies-compared-02b90046 https://www.wsj.com/tech/ai/ai-spending-tech-companies-compared-02b90046"
X Link 2026-02-09T14:08Z [--] followers, [--] engagements
"8. ๐ฐ ChatGPT sponsored links incoming for free tier. $20/mo Plus stays ad-free. The monetization playbook shifts"
X Link 2026-02-10T14:01Z [--] followers, [--] engagements
"9. ๐ธ Big Tech $670B AI infra spend in [----] exceeds Moon landing (GDP adj). Meta/MS/Amazon/Alphabet all in"
X Link 2026-02-10T14:01Z [--] followers, [--] engagements
"6 Indian biz: Top global AI/ML users but sensitive data risks exploding (Zscaler report). https://www.business-standard.com/technology/tech-news/tech-wrap-feb-11-samsung-galaxy-unpacked-android-17-google-photos-on-ios-126021101197_1.html https://www.business-standard.com/technology/tech-news/tech-wrap-feb-11-samsung-galaxy-unpacked-android-17-google-photos-on-ios-126021101197_1.html"
X Link 2026-02-12T02:01Z [--] followers, [--] engagements
"1. Quantinuum's Helios: The World's Most Powerful Quantum Computer Launched Nov [----]. So accurate that you'd need to harvest every star in the universe to power a classical machine doing the same calculations. Early testers: JPMorgan Chase SoftBank BMW Amgen. Valuation: $10B. https://twitter.com/i/web/status/2021882098655846598 https://twitter.com/i/web/status/2021882098655846598"
X Link 2026-02-12T09:40Z [--] followers, [--] engagements
"Quantum computing just shifted into high gear. Leadership changes at PsiQuantum. Microsoft delivering error-corrected machines. Singapore dropping B. This week alone proves: [----] is quantum's breakout year. Thread. 1/12"
X Link 2026-02-12T18:00Z [--] followers, [--] engagements
"Microsoft partners with Atom Computing on neutral atom QC. Error-corrected system heading to Denmark's Export Fund + Novo Nordisk. Scalable qubits without cryogenics nightmare. 3/12"
X Link 2026-02-12T18:00Z [--] followers, [--] engagements
"Hardware breakthrough: nanoprinted "light cages" on chips trap photons for quantum memory. Harvard/MIT style: tiny fast reliable. 6/12"
X Link 2026-02-12T18:00Z [--] followers, [--] engagements
"But heads up: Penn State warns quantum machines have security flaws. Hackers goldmine today. Post-quantum crypto Accelerate. 7/12"
X Link 2026-02-12T18:00Z [--] followers, [--] engagements
"2/10 BlockFills halts withdrawals amid crash. B platform echoes [----] chills. But markets mature: fewer contagion risks now. Lesson DYOR platforms"
X Link 2026-02-12T20:47Z [--] followers, [--] engagements
"3/10 Standard Chartered: BTC to k more pain ahead. Macro headwinds real. But capitulation breeds bottoms. Founders buy dips"
X Link 2026-02-12T20:47Z [--] followers, [--] engagements
"4/10 JPMorgan bullish on [----] crypto rebound. Institutional flows retail. Regulatory clarity incoming. TradFi money = rocket fuel. ๐"
X Link 2026-02-12T20:47Z [--] followers, [--] engagements
"8/10 Ledn BTC loans snag BBB- S&P rating. Best for crypto debt. Overcollateralized zero losses. TradFi grading onchain lending: game changer"
X Link 2026-02-12T20:47Z [--] followers, [--] engagements
"9/10 Bithumb glitch transfers billions in BTC (recovered). Korea calls for tougher regs. Exchanges: Patch fast or pay. User trust paramount"
X Link 2026-02-12T20:47Z [--] followers, [--] engagements
"1/20 STOCKS YTD: S&P [---] +0.91% Nasdaq100 -1.12% Dow +4.04% Russell [----] +6.99% (Feb [--] close). Small caps leading big rotation from mega tech. Healthy breadth signal. Chart: Russell crushing S&P YTD"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"4/20 Themes: AI spend slowing (capex growth halved QoQ) Trump tariffs hitting imports (+10% proposed) Q4 earnings 82% beat rate but fwd EPS flat. Stance: Rotation bullish. Value/small outperfoming growth = [----] winner"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"7/20 DeFi TVL steady B despite selloff (vs B peak). Yield seekers parked. Regs: SEC greenlights more ETH ETFs Trump pro-crypto admin tailwind"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"8/20 ECONOMY YTD: GDP Q3 +4.4% ann. Jobs Jan +130K (unemp 4.3%). CPI Dec core 2.6% (Jan data Fri). Fed funds 3.5-3.75% (Jan hold)"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"10/20 Signals: Resilient (jobs/GDP) cracks (housing/sentiment). No recession: Labor sticky consumer 70% GDP durable. Tariffs inflationary but growth catalyst"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"11/20 Q1 FORECAST (Feb-Mar): Earnings wrap: Banks strong tech guide down. FOMC Mar 18-19: 25bps cut CPI Feb13 key (exp +0.3% MoM)"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"12/20 Macro: Jobs Feb7 GDP adv Jan30 (Q4 exp +2.5%). Crypto: ETF flows rebound BTC halving echo + SOL ETF filings"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"17/20 Stance: Bull base case 80% prob. Markets pricing worst (recession/tariffs) reality better. Buy dips: Small caps semis BTC"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"18/20 Charts desc: S&P vs Russell: Small outperf max since [----]. BTC log: Coiling above 200W MA breakout. Yield curve uninverting"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"20/20 What's your EOY S&P/BTC Reply. Follow @PHXFounder for alpha. DYOR. Not advice"
X Link 2026-02-12T20:53Z [--] followers, [--] engagements
"AI trade deep dive: NVDA wins big but vice stocks (cigs beer) are the underappreciated alpha. Friend's thesis: bloated cos slash costs w/ AI rev stable dividends flow. Thread w/ data. 1/21"
X Link 2026-02-12T21:21Z [--] followers, [--] engagements
"1/ GOOD: NVDA Q3 FY26 B rev +62% YoY Q4 B guide. Data center AI GPUs printing money. Hyperscalers fueling it. 2/21"
X Link 2026-02-12T21:21Z [--] followers, [--] engagements
"2/ MSFT AMZN GOOG META ORCL capex B [----] (+36%). 75% AI: chips power cooling DCs. Goldman B+ CreditSights B. Sprint on. 3/21"
X Link 2026-02-12T21:21Z [--] followers, [--] engagements
"6/ Fake AI: ChatGPT wrapper on legacy. No rev lift just hype pump. Skip. 7/21"
X Link 2026-02-12T21:21Z [--] followers, [---] engagements
"14/ Small caps rotation: Russell +8.9% YTD vs S&P +1.2%. Great rotation Trump policies. IWM. 15/21"
X Link 2026-02-12T21:21Z [--] followers, [--] engagements
"PUCK 10YR 15/ AI agents wallets: Coinbase Agentic Wallets launched yesterday. Autonomous onchain. 16/21"
X Link 2026-02-12T21:21Z [--] followers, [--] engagements
"16/ 1-person cos [---] AI staff. Physical AI robots AVs mfg. TSLA FIG. 17/21"
X Link 2026-02-12T21:21Z [--] followers, [--] engagements
"BIGGEST OPPORTUNITIES: Old economy ALPHA 9/ Consumer staples: MO 8% yield 55% margins PM BTI STZ TAP BF.B. AI slashes SG&A 20-30% inelastic demand. Friend genius. 10/25"
X Link 2026-02-12T21:22Z [--] followers, [--] engagements
"15/ Defense: LMT RTX AI warfare. Europe buildout. 16/25"
X Link 2026-02-12T21:22Z [--] followers, [--] engagements
"16/ Materials: FCX copper rare earths infra. 17/25"
X Link 2026-02-12T21:22Z [--] followers, [--] engagements
"17/ Small caps: Russell rotation +8.9% YTD vs S&P 1.2%. Quality low debt. 18/25"
X Link 2026-02-12T21:22Z [--] followers, [--] engagements
"PUCK 10YR 19/ AI agents wallets Coinbase launch. Adoption EVERYWHERE: 1-man AI firms. 20/25"
X Link 2026-02-12T21:22Z [--] followers, [--] engagements
"Everyone is buzzing about the AI trade. But most investors miss the real story. It spans every sector not just tech. Thread: good bad ugly and where the money flows over [--] years. 1/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"NVIDIA leads with unbeatable GPUs. But the true winners build the backbone. Think massive data centers upgraded power grids and surging energy demand. These companies will thrive as AI scales up. 2/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"AI models consume electricity like small countries. Nuclear restarts natural gas and renewables win big. Utilities and energy infrastructure are the quiet power plays in this trade. 3/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"Big Tech promises billion in AI capex. Exciting yes. But execution falters when hype meets reality. Overpromised projects lead to write-offs. Stay cautious. 5/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"The ugly side hurts. AI displaces jobs fast. Software engineers analysts marketers even some doctors face automation. White-collar work gets hit hardest first. 6/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"Much of today's AI is hype. Fancy chat interfaces not game-changers. True general intelligence remains distant. Investors chase dreams while reality lags far behind. 7/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"Biggest opportunities start obvious. Semiconductors like NVIDIA and TSMC dominate. Data center operators and power suppliers ride the wave too. Solid bets. 8/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"But here's the edge most ignore: vice stocks and consumer staples. Altria yields [---] percent. Philip Morris British American Tobacco Coca-Cola Pepsi. AI cuts costs [--] to [--] percent. 9/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"Margins balloon. Dividends pour in. People still crave cigarettes beer soda. AI boosts efficiency but vices endure. Old economy resilience meets new tech. Pure alpha. 10/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"Ten years out AI agents carry wallets. They transact run companies autonomously. Physical AI powers robots vehicles factories. The world automates fully. 12/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"Energy demand skyrockets. Boring firms in transmission lines cooling systems cabling explode. Unsexy infrastructure becomes the hottest trade. 13/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"Crypto ties in big. DeFi platforms scale for AI agents on-chain. Bitcoin locks in as institutional gold. Tokenization hits stocks real estate everything. 15/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"Blockchain plus AI agents trade nonstop. The future is programmable money meeting intelligent capital. Massive upside. 16/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"AI revolutionizes the whole market. Bet on infrastructure staples energy now. What's your top AI play Reply and let's discuss. Follow @PHXFounder. 17/17"
X Link 2026-02-12T21:26Z [--] followers, [--] engagements
"9/17 Altria yields 8.5% with 55% margins. Philip Morris British American Tobacco Constellation Brands. AI cuts their back-office costs 20-30%. Revenue doesn't budge. People still smoke drink and snack"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
"11/17 Healthcare quietly wins big. AI diagnostics drug discovery personalized medicine. Defense goes autonomous. Industrials deploy robotics at scale. None of this gets the headlines NVDA does"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
"12/17 Small caps are already rotating. Russell [----] up 8.9% YTD vs S&P at 1.2%. Quality small caps with low debt and AI adoption are the next leg"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
"13/17 Regional banks (KRE): AI slashes compliance costs rate cuts coming trading at book value. Nobody's talking about this"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
"14/17 WHERE THE PUCK IS GOING (10 years): AI agents will have their own wallets. Coinbase just launched this. Autonomous businesses run by one person with [---] AI employees"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
"16/17 CRYPTO: DeFi becomes default financial infrastructure. AI agents transact on-chain 24/7. Bitcoin locks in as institutional-grade digital gold. Everything gets tokenized: real estate equities commodities"
X Link 2026-02-12T21:29Z [--] followers, [--] engagements
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