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# ![@kakashiii111 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1296211919653736450.png) @kakashiii111 Kakashii

Kakashii posts on X about ai, china, open ai, build a the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.

### Engagements: XXXXXXX [#](/creator/twitter::1296211919653736450/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:interactions.svg)

- X Week XXXXXXX +66%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +339%
- X Year XXXXXXXXXX +127%

### Mentions: XX [#](/creator/twitter::1296211919653736450/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +92%
- X Months XXX +118%
- X Year XXXXX +30%

### Followers: XXXXXX [#](/creator/twitter::1296211919653736450/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:followers.svg)

- X Week XXXXXX +9.40%
- X Month XXXXXX +21%
- X Months XXXXXX +76%
- X Year XXXXXX +202%

### CreatorRank: XXXXXX [#](/creator/twitter::1296211919653736450/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1296211919653736450/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  #3738 [stocks](/list/stocks)  #666 [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[ai](/topic/ai) #6687, [china](/topic/china) #1263, [open ai](/topic/open-ai) #1304, [build a](/topic/build-a) #63, [math](/topic/math) #33, [accounting](/topic/accounting) #308, [business](/topic/business) 3.77%, [singapore](/topic/singapore) #1252, [$9434t](/topic/$9434t) #34, [culture](/topic/culture) XXXX%

**Top accounts mentioned or mentioned by**
[@birddog267701](/creator/undefined) [@suchenzang](/creator/undefined) [@ascrmmc](/creator/undefined) [@jasoneburack](/creator/undefined) [@p0lynice](/creator/undefined) [@m202019705763](/creator/undefined) [@tidefallcapital](/creator/undefined) [@0rangecru5h](/creator/undefined) [@hoosier1024](/creator/undefined) [@bronzeagepapi](/creator/undefined) [@thomashannenian](/creator/undefined) [@edwinvanderberg](/creator/undefined) [@grok](/creator/undefined) [@benbajarin](/creator/undefined) [@edludlow](/creator/undefined) [@kashyap286](/creator/undefined) [@psibirskiy](/creator/undefined) [@dionysus_666](/creator/undefined) [@futureman1977](/creator/undefined) [@dapstats](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts
Top posts by engagements in the last XX hours

"DeepSeeks team has an insane work culture. Not only did they have just half a year to adapt the DeepSeek models to work with CANN and Ascend improve the efficiency of their models and keep lowering API pricing for better adoption across China but they were also working on real benchmarks reasoning and overall model improvements. All this was done while the teams at OpenAI Claude Meta xAI and others were hesitant to move away from CUDA and Nvidia because of the effort required to switch to another language not putting efficiency as a core goal focusing mainly on performance and benchmark gains"  
[X Link](https://x.com/kakashiii111/status/1995458210891751807)  2025-12-01T11:41Z 28.2K followers, 111.1K engagements


"Just adding a disclaimer to NVIDIAs post: NVIDIA invested in the Series B and Series C financings of Mistral AI in 2024 and 2025 respectively"  
[X Link](https://x.com/kakashiii111/status/1995931422692172092)  2025-12-02T19:01Z 28.2K followers, 9651 engagements


"Thats why Anthropic and OpenAI urgently need an IPO in 2026 and why xAI may need to merge with Tesla to gain access to the public market"  
[X Link](https://x.com/kakashiii111/status/1996993816146923946)  2025-12-05T17:23Z 28.2K followers, 22.9K engagements


"The (un)official spokesman of Nvidia SemiAnalysis wrote back on June X that Every year Jensen introduces new math rules that confuse the entire industry. Why does this line remind me of Enron Then Nvidia wonders why people compare it to Enron"  
[X Link](https://x.com/kakashiii111/status/1997672006263755117)  2025-12-07T14:18Z 28.2K followers, 28.9K engagements


"Signs of Demand. I guess"  
[X Link](https://x.com/kakashiii111/status/1986638158713528707)  2025-11-07T03:33Z 28K followers, 6539 engagements


"@jbulltard1 it's more about the leverage they are about to take for this acquisition"  
[X Link](https://x.com/kakashiii111/status/1996965183583822239)  2025-12-05T15:29Z 26.9K followers, XXX engagements


"@coffeebreak_YT 100%"  
[X Link](https://x.com/kakashiii111/status/1996989565853175921)  2025-12-05T17:06Z 27.2K followers, 1487 engagements


"@EdwinVANDERBERG They are not non-profit anymore"  
[X Link](https://x.com/kakashiii111/status/1996994758267240729)  2025-12-05T17:27Z 28K followers, XXX engagements


"@suchenzang @grok @suchenzang Good post for reference"  
[X Link](https://x.com/kakashiii111/status/1997009625426600292)  2025-12-05T18:26Z 26K followers, 1308 engagements


"@BenBajarin @suchenzang @grok They intentionally mislead. Shareholder lawsuits and SEC fines have proven to be worth the risk for them"  
[X Link](https://x.com/kakashiii111/status/1997013407267017039)  2025-12-05T18:41Z 27K followers, XXX engagements


"CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and Nebius two public companies riding the AI infrastructure wave both operate nearly identical business models: providing high-performance GPUs such as NVIDIAs H100 and H200 as rental compute infrastructure for AI workloads. Their equipment is essentially the same. Their revenue models are the same. And yet their accounting treatment of these assets is anything but the same. CoreWeave now valued at an eye-popping $XX billion has stockpiled hundreds of thousands of GPUs many of which are basically"  
[X Link](https://x.com/kakashiii111/status/1941922959792239011)  2025-07-06T18:11Z 28.2K followers, 704.5K engagements


"Nvidia has finally declared victory over chip smuggling using a truly innovative accounting trick. This quarter Singapore the global rerouting hotspot the sensitive country that has received a lot of attention and about which Nvidia has been asked repeatedly suddenly vanishes from Nvidias revenue breakdown. Not because shipments stopped but because Nvidia quietly changed its revenue reporting method again. Second time in under a year () From now on revenue is counted based on where a companys headquarters are not based on the customers billing location. A perfect way to make inconvenient"  
[X Link](https://x.com/kakashiii111/status/1991270226932187637)  2025-11-19T22:19Z 28.2K followers, 668K engagements


"@michaeljburry @michaeljburry Hi Michael you will be stunned by Nvidia's accounting trick to declare victory over chips smuggling:"  
[X Link](https://x.com/kakashiii111/status/1991293244081098778)  2025-11-19T23:51Z 28.2K followers, 60.6K engagements


""No Permanent Friends No Permanent Enemies Only Permanent Interests": How Jensen Ended Up in a Multi-Billion-Dollar Strategic Partnership with His Biggest Critic Dario Amodei. Anthropic as I call it is a unique animal in the AI ecosystem jungle. Dario and a few others left OpenAI due to concerns about how OpenAI was led back then and established a lab together that would bring back the original mission of OpenAI which is developing AI with an aim for AGI while not compromising on trust and safety. This was the top priority of the company and still is which led to clashes with many companies"  
[X Link](https://x.com/kakashiii111/status/1993823492291068337)  2025-11-26T23:25Z 28.2K followers, 25.6K engagements


"SoftBank proudly showed in their Earnings Results for the period ending September XX 2025 that ChatGPT had been downloaded three times more than Gemini suggesting they are investing in the future and in a fast-growing startup and that their tens of billions of dollars are being invested wisely with solid due diligence. But a simple check reveals the truth and the data in the picture below is only from Google Play. Im wondering who at SensorTower handled this because they did a decent job with the statistics for Claude and Grok although they included only the standalone Grok app and not the"  
[X Link](https://x.com/kakashiii111/status/1994534069569253793)  2025-11-28T22:29Z 28.1K followers, 13.9K engagements


"Trying to understand SoftBank's slide showing OpenAIs ARR. The source for As of Dec 2024 is CNBC. why they use CNBC as a source as by December 2024 SoftBank was already an investor and had injected 1.5B into OpenAI. Shouldn't they have had direct access to OpenAIs data and books For As of Jul 2025 they already cited OpenAI itself. I genuinely believe SoftBank relied on CNBC as a guaranteed reference for OpenAIs ARR instead of asking OpenAI to open their books during due diligence. Im not surprised given SoftBank was WeWorks so-called savior"  
[X Link](https://x.com/kakashiii111/status/1994538290389660110)  2025-11-28T22:45Z 28.2K followers, 25.1K engagements


"@KobeissiLetter @MasterPandaWu Source Whats the link"  
[X Link](https://x.com/kakashiii111/status/1996472768393855177)  2025-12-04T06:52Z 28.2K followers, 25.9K engagements


"Nvidia the gangster of the AI neighborhood made sure to shut down any narrative that even hints at reducing GPU demand. Jensen made it clear to every industry leader almost like a hypnotic trick that the only correct path is more GPUs and even more powerful models"  
[X Link](https://x.com/kakashiii111/status/1996664090429702405)  2025-12-04T19:33Z 28.2K followers, 9055 engagements


"To give a little more context ahead of my post next week here is some rough simple math: Let's assume everything Jensen says is true (including reading thousands of emails a day): Jensen said X million Blackwell GPUs have shipped. Since Blackwell is out Nvidia reported 111B in revenue in GPU datacenters. If you do simple math X million Blackwell GPUs within the reported 111B revenue of datacenters since Blackwell started to ship is not matching because it represents only between XXX to XXX million Blackwell chips. Let's try to help Nvidia and add the over "10B in Blackwell revenue" they"  
[X Link](https://x.com/kakashiii111/status/1997642056156463411)  2025-12-07T12:19Z 28.2K followers, 1.2M engagements


"When the math stops working in your favor the best move is to take full control of the market both supply and demand. And thats exactly what Nvidia did"  
[X Link](https://x.com/kakashiii111/status/1997651062073741418)  2025-12-07T12:55Z 28.2K followers, 29K engagements


"After yet another China catalyst with the DoC preparing to let Nvidia sell H200 chips to China just as the stock starts to weaken its a good reminder of what I wrote in the post below. Allowing direct legal sales to China would not increase Nvidias total GPU sales it would simply convert the smuggling market into a legal one"  
[X Link](https://x.com/kakashiii111/status/1998103131381432377)  2025-12-08T18:51Z 28.2K followers, 31.2K engagements


"Ironically the DOJ issued a press release announcing the arrest of two businessmen accused of smuggling hundreds of millions of dollars in NVIDIA GPUs on the very same day Trump approved the export of the exact chips they allegedly smuggled. This case highlights the importance of interagency cooperation to protect U.S. technology the FBI stated. Im not sure Trump and his allies in the White House would agree with that"  
[X Link](https://x.com/kakashiii111/status/1998283428827942933)  2025-12-09T06:47Z 28.2K followers, 4159 engagements


"Jensen admits it takes three years to build a data center which means Nvidia is selling and expecting to sell far more GPUs than data centers can actually deploy. So where are all these GPUs I will have a post about it next week"  
[X Link](https://x.com/kakashiii111/status/1997457742865510485)  2025-12-07T00:06Z 28.2K followers, 190.9K engagements


"@dnystedt Good points Dan. If china will take this offer. I assume Nvidia will first try to clean their inventories before going to TSMC to see what can do"  
[X Link](https://x.com/kakashiii111/status/1998285640455401495)  2025-12-09T06:56Z 28.2K followers, XXX engagements


"Lets assume everything Jensen and Colette said is true and that they have no intention of misleading investors since that would violate the Securities Exchange Act. The most important thing she said is that weve been saying for some time now: our forecast for China is zero. All of our forecast the guidance we showed starts at zero. So according to Jensen and Colette Nvidias forecast for China is zero. All of their guidance starts at zero. This would mean Nvidia had zero data center and Blackwell GPU sales to China in Q3 2025. That also means the more than $XXX billion worth of chips shipped"  
[X Link](https://x.com/kakashiii111/status/1998345817057275984)  2025-12-09T10:55Z 28.2K followers, 8352 engagements