#  @theovonscousin takeoff takeoff posts on X about elon musk, tesla, nvda, agi the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::910501574287482881/interactions)  - [--] Week [------] -93% - [--] Month [-------] +1,910% - [--] Months [-------] +1,407% - [--] Year [-------] +17% ### Mentions: [--] [#](/creator/twitter::910501574287482881/posts_active)  - [--] Month [--] +56% - [--] Months [---] +137% - [--] Year [---] -49% ### Followers: [---] [#](/creator/twitter::910501574287482881/followers)  - [--] Week [---] no change - [--] Month [---] +1.80% - [--] Months [---] +7.40% - [--] Year [---] +14% ### CreatorRank: [---------] [#](/creator/twitter::910501574287482881/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [celebrities](/list/celebrities) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [currencies](/list/currencies) [countries](/list/countries) [us election](/list/us-election) **Social topic influence** [elon musk](/topic/elon-musk), [tesla](/topic/tesla), [nvda](/topic/nvda), [agi](/topic/agi), [ai](/topic/ai), [money](/topic/money), [deflation](/topic/deflation), [sama](/topic/sama), [if you](/topic/if-you), [open ai](/topic/open-ai) **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@paulg](/creator/undefined) [@esyudkowsky](/creator/undefined) [@cernbasher](/creator/undefined) [@hanscnelson](/creator/undefined) [@tesla](/creator/undefined) [@sama](/creator/undefined) [@kimmonismus](/creator/undefined) [@emostaque](/creator/undefined) [@karpathy](/creator/undefined) [@austen](/creator/undefined) [@openai](/creator/undefined) [@farzyness](/creator/undefined) [@garyblack00](/creator/undefined) [@dwarkeshsp](/creator/undefined) [@fchollet](/creator/undefined) [@realgeorgehotz](/creator/undefined) [@teslalarry](/creator/undefined) [@tszzl](/creator/undefined) [@altcap](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [GrokCoin (GROKCOIN)](/topic/grok) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/google) [Coinbase Global Inc. (COIN)](/topic/coinbase) [IBM (IBM)](/topic/ibm) [RAMP (RAMP)](/topic/ramp) [Uber Technologies, Inc. (UBER)](/topic/uber) ### Top Social Posts Top posts by engagements in the last [--] hours "@erikbryn Wrong dimension AI can go into the latent space" [X Link](https://x.com/theovonscousin/status/1580695061893120000) 2022-10-13T23:00Z [---] followers, [--] engagements "@HaloCrypto There is someone out there who bought investment properties in [----] with variable rates who then went bankrupt who then after getting savings again over [--] years in [----] went all in on FTX coin" [X Link](https://x.com/anyuser/status/1590434047230345218) 2022-11-09T20:00Z [---] followers, [--] engagements "@AlbertBridgeCap When you say valuation do you mean "trailing [--] months P/E" I would have never bought GOOG (2005) TSLA( 2014) or NVDA (4/20/23) if I was using that as a valuation" [X Link](https://x.com/ps5_expert_play/status/1661869715743023105) 2023-05-25T22:59Z [---] followers, [--] engagements "@draecomino @ARKInvest If only ARKK had read their own whitepapers😲" [X Link](https://x.com/ps5_expert_play/status/1661873886282039296) 2023-06-29T21:57Z [---] followers, [---] engagements "@Svened85 @rationalaussie The USD is the failed currency in this context please try and read the thread. BTC isn't a failed currency it is a successful digital beanie baby" [X Link](https://x.com/ps5_expert_play/status/1673478372159107072) 2023-06-28T03:05Z [---] followers, [--] engagements "@GerberKawasaki I bought NVDA on 4/20. Their monopoly will end within a few years. But at that point we will be close to super abundance and the fed will be printing like crazy to stop deflation assuming that a super covid virus hasn't been released by the China to kill everyone" [X Link](https://x.com/ps5_expert_play/status/1686735533895008257) 2023-08-02T14:35Z [---] followers, [--] engagements "@FredericLambert @elonmusk Sure but have you looked at what Instagram has done to the mental health of girls If Elon was bullying some random middle class guy on the street that was smaller than him I would not condone that at all" [X Link](https://x.com/ps5_expert_play/status/1691226350558826496) 2023-08-14T23:12Z [---] followers, [--] engagements "@jacobhelberg @Meta @DeptofDefense I promise the NSA has a version that DoD can use" [X Link](https://x.com/ps5_expert_play/status/1691966537261776941) 2023-08-17T00:13Z [---] followers, [----] engagements "@EMostaque @svpino Python does need to get fixed though. Maybe it is just easier at this point to have an AI translate it to GO and TypeScript in an IDE with CoPilot that has the context of all [--] languages which can then optimize for WASM at runtime" [X Link](https://x.com/ps5_expert_play/status/1694862798143017290) 2023-08-25T00:02Z [---] followers, [--] engagements "@DavidSacks They are afraid that all the other CEOs will stop being afraid and dump the ESG and other political donation scams" [X Link](https://x.com/ps5_expert_play/status/1695125460563214581) 2023-08-25T17:26Z [---] followers, [--] engagements "@WR4NYGov FSD "understands" the world today. Just not perfectly. GTP-4 solves the SAT in seconds today. When FSD is 5000x better than it is today it will not dominate us. It will just be as good as driving as a calculator is a doing square roots" [X Link](https://x.com/ps5_expert_play/status/1695181092389523589) 2023-08-25T21:07Z [---] followers, [--] engagements "@farzyness The edge cases are going to be scary to the general public and regulators. I think this has more impact on Optimus. The Core of FSD + LLAMA3 agents make Optimus an actual productive employee" [X Link](https://x.com/ps5_expert_play/status/1695430376548679956) 2023-08-26T13:37Z [---] followers, [---] engagements "@WR4NYGov @realGeorgeHotz @lexfridman No it proves @karpathy was right iterating to software [---] was the successful path. Starting with e2e isn't realistic. And Tesla will never be 100% e2e. There will be software [---] rules around changing gears" [X Link](https://x.com/anyuser/status/1695492882650562885) 2023-08-26T17:46Z [---] followers, 15.6K engagements "@ESYudkowsky I understand and agree but I believe your blind spot is jumping ahead to the end game and not playing forward what is most likely to happen tomorrow and then next week and then the next week and so on. Do we all die tomorrow or do we get better GTP tomorrow And next week" [X Link](https://x.com/ps5_expert_play/status/1695883389289496728) 2023-08-27T19:38Z [---] followers, [---] engagements "@lexodamus @Jonathan_Blow @franktinsley @hubermanlab This book significantly changed my world view. People are much more wealthy in terms of actual things than they were [--] years ago. It wasn't easy for a poor/middle class person to eat [----] calories of good tasting food in [----] like it is today" [X Link](https://x.com/ps5_expert_play/status/1697204571678839105) 2023-08-31T11:07Z [---] followers, [--] engagements "The CEO is operating as if AI related profits are what matters most. If anyone believes that Tesla isn't going to be an AI company their price target should be close to zero since the CEO will have positioned the company into a terrible situation relying on bots and car functionality that does not exist" [X Link](https://x.com/ps5_expert_play/status/1701347410985816070) 2023-09-11T21:30Z [---] followers, [--] engagements "@EvJames2069 @iamtomnash There is a chasm between orange and yellow. It isn't a smooth increase" [X Link](https://x.com/ps5_expert_play/status/1701588444672118974) 2023-09-12T13:27Z [---] followers, [--] engagements "@GranotEran would love to get your perspective on this @HansCNelson @farzyness" [X Link](https://x.com/ps5_expert_play/status/1703920799361470489) 2023-09-18T23:55Z [---] followers, [--] engagements "@gdb This is a big deal because we can generate the soul of the image in Dalle and take that to Stable Diffusion via Control Net" [X Link](https://x.com/ps5_expert_play/status/1704556288397414459) 2023-09-20T18:01Z [---] followers, [--] engagements "@RAVelation777 @helloimivan @stoolpresidente So if I want someone to respond to a question about this reporter I can just e-mail her business associates and say: "any comment on the animal abuse allegations against your employee"" [X Link](https://x.com/ps5_expert_play/status/1704639237990101325) 2023-09-20T23:30Z [---] followers, [---] engagements "@stoolpresidente @washingtonpost Receipts You need to publish 100% of e-mails texts phone calls. They will stop going after you when they know they are now the ones that are going to be fired for a single out of context mistake" [X Link](https://x.com/ps5_expert_play/status/1704654126162858036) 2023-09-21T00:29Z [---] followers, [--] engagements "@AstronautSwing @mov_axbx @Levi7hart I pointed out that his concerns about super AI having the ability to kill us isn't wrong. But he is jumping to the end state without walking through the things that are happening today and will happen within the next few years" [X Link](https://x.com/ps5_expert_play/status/1707555540316958826) 2023-09-29T00:39Z [---] followers, [--] engagements "@Levi7hart @AstronautSwing @mov_axbx Humans are going to become increasingly powerful over the next few years due to their technology. How we handle that power matters a lot. It is possible that we can prevent the death of humanity. The risk is there but we need to lean in to our power not run away" [X Link](https://x.com/ps5_expert_play/status/1707563932536234239) 2023-09-29T01:12Z [---] followers, [--] engagements "@Jason How quickly tech enthusiasts become luddites" [X Link](https://x.com/ps5_expert_play/status/1708994633970209185) 2023-10-02T23:57Z [---] followers, [---] engagements "@patio11 Lewis can always fall back on the fact that fortune favors the brave. SBF was basically Neal Armstrong according to Matt Damon. How could Lewis had known otherwise" [X Link](https://x.com/ps5_expert_play/status/1709345069243703667) 2023-10-03T23:09Z [---] followers, [---] engagements "@Ross__Hendricks @jasondebolt The "market" thought TSLA would never be better at volume manufacturing EVs than Toyota back in [----] when I was buying. The "market" thought GOOG was just a search engine back in [----] when I was buying. The market was wrong. Why is that a hard concept to understand" [X Link](https://x.com/ps5_expert_play/status/1715719135928152422) 2023-10-21T13:18Z [---] followers, [---] engagements "@GuyDealership Stats like that come from people with a financial interest in more money being spent on cyber security. I'm not saying it isn't a problem just that the source isn't unbiased" [X Link](https://x.com/ps5_expert_play/status/1716567783347982451) 2023-10-23T21:30Z [---] followers, [--] engagements "@_TechyBen @drmichaellevin Yes the compute cost and time is the bottleneck and you would want to ensure your definition of "best" is what it is using to compare. In this example some people would prefer one over the other it is subjective but GTP will give you an answer if you force it to" [X Link](https://x.com/ps5_expert_play/status/1718611246096789783) 2023-10-29T12:50Z [---] followers, [--] engagements "@richard_dubourg @janevandis @EliotJacobson That was and continues to be a waste of time. All these academic elites traveling around in fossil fuel cars and planes complaining when they could learn construction and help build battery and solar and wind factories that actually help address the problem" [X Link](https://x.com/ps5_expert_play/status/1718713515605647778) 2023-10-29T19:36Z [---] followers, [--] engagements "@chamath @elonmusk No big deal AI will generate crazy deflation" [X Link](https://x.com/ps5_expert_play/status/1719505163428216969) 2023-11-01T00:02Z [---] followers, [----] engagements "@chazman @elonmusk The hardware is going to be way more efficient at doing vision based tasks rather than data analysis. Think sentry mode but when you can tell it to look for anything license plates acts of violence etc. It isn't that it can't do SETI work just that a [----] can as well" [X Link](https://x.com/ps5_expert_play/status/1720923553032294867) 2023-11-04T21:58Z [---] followers, [---] engagements "@WorldEverett @DrJimFan @xai Were major religious texts inspired and/or guided by a real God If that can be answered you can create an unbiased LLM. It will never "KNOW" if an Angel told Joseph Smith to get more wives but it can state a realistic assessment of the situation" [X Link](https://x.com/ps5_expert_play/status/1721222269572108410) 2023-11-05T17:45Z [---] followers, [--] engagements "@v3191458 That is a valid point but I don't expect that jump in complexity to be a challenge for the next generation of models" [X Link](https://x.com/ps5_expert_play/status/1721247792234967356) 2023-11-05T19:27Z [---] followers, [--] engagements "@HansCNelson Zero. AI today is like [----] with the Internet. There is room for a lot of big players to stick around for a long time" [X Link](https://x.com/ps5_expert_play/status/1721293358784524614) 2023-11-05T22:28Z [---] followers, [--] engagements "General intelligence was achieved at AlphaZero. What OpenAI has achieved is building a version that is more useful to humans but there is nothing special about GPT-5 as compared to [---] or AphaZero except that humans find it much more useful. Ilya wants to keep this realization a secret and slow down. Sama want to go full speed ahead so that the good guys are in control of our future. I suspect GPT-5 agrees with Sam which is where things got awkward. It is a bit of a skynet moment where we hand over control somewhat by letting it chime in on who is right" [X Link](https://x.com/ps5_expert_play/status/1726408204135866575) 2023-11-20T01:12Z [---] followers, [----] engagements "@notjuve @paulg Investors have a way to sue the company. If an investor could bankrupt the company they would have to go into court and a judge could at that point tell the company to come up with a plan to restructure their debts and the debtors could demand a new board before approving it" [X Link](https://x.com/ps5_expert_play/status/1726941515342295112) 2023-11-21T12:31Z [---] followers, [---] engagements "@munster_gene NVDA is going to 1000" [X Link](https://x.com/ps5_expert_play/status/1727152606731174244) 2023-11-22T02:30Z [---] followers, [---] engagements "@EliseJoshi @CNBC The elephant in the room is that Elon Musk is doing more than anyone to fight climate change and the media groups and big advertisers like GM and woke employees don't want to talk about it" [X Link](https://x.com/ps5_expert_play/status/1727396633594208438) 2023-11-22T18:40Z [---] followers, [--] engagements "It is irrelevant what they call it. We are looking at 8-10% GDP growth in '24 and another 10-20% in '25. Some things will deflate 99% and economists will stop even including them in GDP metrics. [----] is going to be so different than today I don't expect many people to be paying attention to the philosophical arguments as to whether or not it is "AGI" intelligence they are interacting with" [X Link](https://x.com/ps5_expert_play/status/1727435599307518122) 2023-11-22T21:15Z [---] followers, [---] engagements "@altcap I sold my GOOG shares from [----] and bought NVDA with it in May because of this. I wish them the best but it is very hard to turn things around into "day 1" mentality after making money as a monopoly for 15+ years" [X Link](https://x.com/ps5_expert_play/status/1727810532927762489) 2023-11-23T22:05Z [---] followers, [---] engagements "@BryanMcAnulty @AndreasLinder10 @yacineMTB People still use fax service as part of the business workflow today" [X Link](https://x.com/ps5_expert_play/status/1727852147587322238) 2023-11-24T00:50Z [---] followers, [--] engagements "@nearcyan I sold GOOG stock I bought in [----] to buy NVDA. Should have just bought NVDA in the first place" [X Link](https://x.com/ps5_expert_play/status/1728239524717937021) 2023-11-25T02:29Z [---] followers, [---] engagements "@TEDchris @ylecun Standing at the cusp of a paradigm shift in our understanding of intelligence comparable to the momentous leap during the heliocentric revolution. It's exhilarating to be part of this moment where every day brings us closer to a new frontier of knowledge" [X Link](https://x.com/ps5_expert_play/status/1729239417553100968) 2023-11-27T20:42Z [---] followers, [--] engagements "Obviously there is a risk. The problem is that your hypothetical 60% death risk isn't backed up by anything but theories. Nuclear Russia Uncontrolled Chinese Bio Labs Climate Change are actual real risks that exist. ChatGPT is real and is proving real value to people today. By staying on the doomer path you are setting yourself up for a situation in the near future where you are on record saying life saving and life improving technologies should have never been made. At which point you will change your tune and say that you were "Never" against pausing development of "those kinds of AIs"" [X Link](https://x.com/ps5_expert_play/status/1729494682160300219) 2023-11-28T13:37Z [---] followers, [--] engagements "@MatchasmMatt I would say they will end up like IBM but IBM has high margins paired with their financial engineering PR" [X Link](https://x.com/ps5_expert_play/status/1729871373408051704) 2023-11-29T14:34Z [---] followers, [---] engagements "@CrisGiardina @ESYudkowsky Yes dataset moats are just like domain names in the dotcom bubble. "I have everyone hire accountants from me only" "I have 200TB of propriety accounting data. Everyone will have to use my model for accounting"" [X Link](https://x.com/ps5_expert_play/status/1729932321761927296) 2023-11-29T18:36Z [---] followers, [--] engagements "@NPCollapse I predict that we will see a drastic increasing frequency of Doomers saying: "I was never against pausing development of that kind of model" As the benefits for humanity continue to pile up Doomers will keep redefining where the pause should happen" [X Link](https://x.com/ps5_expert_play/status/1729955134111649915) 2023-11-29T20:06Z [---] followers, [--] engagements "@knowclarified It is intentional. Starlink IPO will give him enough cash to run Twitter at a loss for years. Then at that point AI will have taken the cost to run it down 90% and the Fed will have printed like crazy making the original 44B investment look like nothing" [X Link](https://x.com/ps5_expert_play/status/1730215127251566887) 2023-11-30T13:20Z [---] followers, [--] engagements "@JimDMiller @entirelyuseles You would have said the same thing about ChatGPT if the abilities were explained to you [--] years ago" [X Link](https://x.com/ps5_expert_play/status/1730299863701622950) 2023-11-30T18:56Z [---] followers, [--] engagements "@8teAPi The problem is that human's are a specialized form of intelligence. It is easy for a general form of intelligence to understand how to beat us. AGI was here at AlphaZero" [X Link](https://x.com/ps5_expert_play/status/1730389609182376245) 2023-12-01T00:53Z [---] followers, [---] engagements "@JeffLadish There is a reason 99% of encryption on the internet is doing is using open protocols and software like OpenSSL and chromium" [X Link](https://x.com/ps5_expert_play/status/1730395200277626971) 2023-12-01T01:15Z [---] followers, [---] engagements "@JimDMiller @entirelyuseles Yet here we are and ChatGPT has not decided to kill us all even though it has the capacity to do so" [X Link](https://x.com/ps5_expert_play/status/1730395528658047443) 2023-12-01T01:16Z [---] followers, [--] engagements "@jimfarley98 @cranstonianri @elonmusk @Tesla Any chance you guys make an Electric Ford Mustang someday" [X Link](https://x.com/ps5_expert_play/status/1730401489506455593) 2023-12-01T01:40Z [---] followers, [---] engagements "@JimDMiller @entirelyuseles OK so when the Optimus robots get internet and API access that will be the end Or will you come up with another excuse why the AI isn't quite ready to take over" [X Link](https://x.com/ps5_expert_play/status/1730402924000407867) 2023-12-01T01:46Z [---] followers, [--] engagements "I think that Ilya's flex with the hair was his downfall. He was saying "You couldn't even get a job at McDonald's with my hair situation and I'm making millions." Just imagine if Sam had that hair situation tomorrow. How long would he last A week @OpenAI @ilyasut" [X Link](https://x.com/ps5_expert_play/status/1730410223737643101) 2023-12-01T02:15Z [---] followers, [---] engagements "@garyblack00 Why is Wall St incapable of understanding that new low volume products have very high demand and over time price will come down as volume goes up Do they not have access to the model [--] performance price and volume history" [X Link](https://x.com/ps5_expert_play/status/1730979156324761827) 2023-12-02T15:56Z [---] followers, [----] engagements "@jimkxa @rivatez @unecumbered NVDA is going to keep going up. It is the tax people will pay to not notice the road" [X Link](https://x.com/ps5_expert_play/status/1731057890541130131) 2023-12-02T21:08Z [---] followers, [---] engagements "@Austen Or you could prevent that situation from happening by promoting open source" [X Link](https://x.com/ps5_expert_play/status/1731136614280188182) 2023-12-03T02:21Z [---] followers, [---] engagements "@Liv_Boeree In general "tech bros" are tourists that are here for the money. They don't understand or care about the technology. It is the people that were here for decades before AI was full of money that have control but also luckily have expertise" [X Link](https://x.com/ps5_expert_play/status/1731149474502738124) 2023-12-03T03:12Z [---] followers, [---] engagements "@mattyglesias No but this does mean that you are fighting climate change if you have a rainbow flag on your fossil fuel powered Subaru" [X Link](https://x.com/ps5_expert_play/status/1731841759825576014) 2023-12-05T01:03Z [---] followers, [----] engagements "@mer__edith Now Google will die because they don't want to hurt their current revenue of search and they don't want to be cancelled by the Wokes who smell blood. Congrats" [X Link](https://x.com/ps5_expert_play/status/1731853543676469324) 2023-12-05T01:50Z [---] followers, [--] engagements "@a_meta4 How stupid would the OpenAI board look if they had shutdown OpenAI only to a few weeks later realize everyone is going to be able to implement Sam's plan" [X Link](https://x.com/ps5_expert_play/status/1732434498522923315) 2023-12-06T16:19Z [---] followers, [--] engagements "@austinc3301 I suspect they can dynamically change the amount of intelligence in the model in real time. OpenAI is clearly doing this to avoid downtime" [X Link](https://x.com/ps5_expert_play/status/1732558745681403929) 2023-12-07T00:32Z [---] followers, [---] engagements "@HansCNelson Its hard to compete with NVDA right now. They are using AI internally with infinite access to data center compute. Which is all resulting in better products with even better margins completing the positive feedback loop DOJO has a super impressive team but it is big task" [X Link](https://x.com/ps5_expert_play/status/1732824040321040462) 2023-12-07T18:07Z [---] followers, [--] engagements "@imPenny2x @karpathy @MistralAI It used to be called NIPS" [X Link](https://x.com/ps5_expert_play/status/1733185460069872082) 2023-12-08T18:03Z [---] followers, [--] engagements "@DavidSacks @nntaleb He flipped on crypto too" [X Link](https://x.com/ps5_expert_play/status/1733242396123537513) 2023-12-08T21:49Z [---] followers, [----] engagements "@UrbanKaoboy GDP growth will hit 7%+ in [----] due to technology advancements making new companies competitive with incumbents and the virtue signaling hiring practices being replaced by meritocracy" [X Link](https://x.com/ps5_expert_play/status/1734368663547900269) 2023-12-12T00:24Z [---] followers, [---] engagements "That would have been a reasonable criticism in [----] when I started buying TSLA. They were losing money and had not proven that they could make affordable EVs at scale. But today they are doing things zero other companies can do. Do you really think all the sustainable energy goals of the major countries are going to go away Do you really think AI progress is going to stall and that FSD/Optimus will stop getting better" [X Link](https://x.com/ps5_expert_play/status/1734942866915397644) 2023-12-13T14:26Z [---] followers, [----] engagements "@CernBasher @Scobleizer Can you help me understand how this effects GDP OpenAI/StableDiffusion have dropped the cost of many services like marketing or logo designs. That should lower GDP since we are paying less for those services But at the same time we are much wealthier in real terms" [X Link](https://x.com/ps5_expert_play/status/1735302388934705265) 2023-12-14T14:15Z [---] followers, [--] engagements "@patio11 @mikemcln @moseskagan I think it is due to the fact that your credit score can go up by making objectively bad decisions" [X Link](https://x.com/ps5_expert_play/status/1735334174909763618) 2023-12-14T16:21Z [---] followers, [--] engagements "@DavidSacks Like Chamath said AI will inject crazy deflation. Economists have zero idea how to deal with that other than printing and lowering rates" [X Link](https://x.com/ps5_expert_play/status/1735800138361106497) 2023-12-15T23:12Z [---] followers, [----] engagements "@dustinthedad @micsolana I bought a private jet to fly women to climate conference to get green certified. You are welcome climate" [X Link](https://x.com/ps5_expert_play/status/1736770095777513477) 2023-12-18T15:27Z [---] followers, [--] engagements "@paulg This is why Elon and Sam's relationship soured. AI gets comodotized. But if Sam gets fusion first he becomes more powerful than Elon" [X Link](https://x.com/ps5_expert_play/status/1736849610566410700) 2023-12-18T20:43Z [---] followers, [---] engagements "@patio11 @devonzuegel @factfulness should be required reading" [X Link](https://x.com/ps5_expert_play/status/1737198949209960461) 2023-12-19T19:51Z [---] followers, [---] engagements "@TeslaBoomerMama NVDA will hit [----] within [--] months" [X Link](https://x.com/ps5_expert_play/status/1737303539989299217) 2023-12-20T02:46Z [---] followers, [---] engagements "@sama It would have been useful if they had time to implement it before the step change in civilization that you are helping create. What the need now is advice on how to live in a post scarcity world" [X Link](https://x.com/ps5_expert_play/status/1737971732944728139) 2023-12-21T23:02Z [---] followers, [---] engagements "Assuming deflation hit 20% and the Fed prints likes crazy to stop it investors will have more money than they know what to do with and they will be begging to invest in your company that owns the data center. So your returns would be in the 200% or higher range. So a loan at 50% would still give you good returns" [X Link](https://x.com/ps5_expert_play/status/1739370153479909815) 2023-12-25T19:38Z [---] followers, [--] engagements "@vkhosla Ironically equality and consumer protections are the most important things now" [X Link](https://x.com/anyuser/status/1739457625622806856) 2023-12-26T01:26Z [--] followers, [---] engagements "@knowclarified @DanielJLosey If OPEN AI creates deflation the fed will print like crazy and debase the dollar and then they will easily be worth 100B" [X Link](https://x.com/ps5_expert_play/status/1739819597879001217) 2023-12-27T01:24Z [---] followers, [--] engagements "@CernBasher It will be like NVDA where they get comodotized eventually so 10T in profit is unlikely but many billions can be made before the comodotization" [X Link](https://x.com/anyuser/status/1740042731072970883) 2023-12-27T16:11Z [--] followers, [--] engagements "@ICannot_Enough got another anniversary for you. Unfortunately Mr. Skilling seems to be no longer with us" [X Link](https://x.com/ps5_expert_play/status/1741097122429079789) 2023-12-30T14:01Z [---] followers, [--] engagements "@jtm612402 @mak3333 @itaisher @mehdirhasan And what do they expect the future to look like One where professors can publish papers freely that are full of plagiarism What is the point of even having these professors if they are not expected to do their own work" [X Link](https://x.com/ps5_expert_play/status/1744074002694385992) 2024-01-07T19:10Z [---] followers, [--] engagements "@Gfilche I sold my GOOG from [----] and TSLA from [----] to buy NVDA in May 2023" [X Link](https://x.com/ps5_expert_play/status/1744130239129620525) 2024-01-07T22:53Z [---] followers, [--] engagements "@Gfilche @Tesla @elonmusk We helped fund the destruction of the woke mind virus we helped accelerate the transition to sustainable transportation we sold 20% of our TSLA from [----] to buy NVDA last year. What else could you want" [X Link](https://x.com/ps5_expert_play/status/1747405083065598209) 2024-01-16T23:46Z [---] followers, [--] engagements "@karpathy I pass all my LLM input through a Dolphin-GROK-BS-Detector to sanitize for that" [X Link](https://x.com/ps5_expert_play/status/1747437589265568032) 2024-01-17T01:56Z [---] followers, [--] engagements "@downingARK ARKK has been selling NVDA. Are you guys just trying to lose investor's money or what" [X Link](https://x.com/ps5_expert_play/status/1748139525514186900) 2024-01-19T00:25Z [---] followers, [--] engagements "@Plinz @paulg I think Elon operates with 2nd and 3rd order effects in mind. I understand the criticism of his original actions but I'm not sure those were unnecessary to achieve his intended results" [X Link](https://x.com/ps5_expert_play/status/1751933224442376318) 2024-01-29T11:40Z [---] followers, [---] engagements "@Plinz A single transistor's output is limited as well but when you stack a bunch of them together you get something else entirely (from a human perspective at least). A similar progression will happen with AI" [X Link](https://x.com/ps5_expert_play/status/1753524327767552404) 2024-02-02T21:02Z [---] followers, [--] engagements "@knowclarified At NVDA he gets access to compute for side projects without SAMA's approval" [X Link](https://x.com/ps5_expert_play/status/1757595331041149134) 2024-02-14T02:39Z [---] followers, [--] engagements "Nvidia is going to buy Tesla" [X Link](https://x.com/ps5_expert_play/status/1758999593394618563) 2024-02-17T23:39Z [---] followers, [---] engagements "@stevenmarkryan Nvidia is going to buy Tesla" [X Link](https://x.com/ps5_expert_play/status/1759000423195640272) 2024-02-17T23:42Z [---] followers, [--] engagements "@WR4NYGov ARM existed in the 90s. RISK had obvious benefits then. Yet AWS A1 didn't ship until [----] Apple didn't start shipping the M1 until [----]. Give Sama [--] years and 7T then NVDA margins drop. But until then NVDA has a near monopoly on intelligence hardware" [X Link](https://x.com/ps5_expert_play/status/1759218779324559833) 2024-02-18T14:10Z [---] followers, [--] engagements "@ylecun @CSProfKGD But how many people were trying to dunk on you on social media back then" [X Link](https://x.com/ps5_expert_play/status/1760119495400493433) 2024-02-21T01:49Z [---] followers, [--] engagements "@UrbanKaoboy @f_helou @WallStCynic @jessefelder GlobalCrossing was a bubble because people thought the internet was like the railroad. But GOOG wasn't valuable because their hardware/fiber. It was their software/network effects. NVDA/TSLA actually are the railroads to humanoid robots/self driving cars" [X Link](https://x.com/ps5_expert_play/status/1761048294950674503) 2024-02-23T15:20Z [---] followers, [--] engagements "@ChrisCamillo Non video inference is in extremely high demand and hardware ramp up takes years so all the AI hardware is dedicated to administrative/creative/coding tasks instead of video processing of walking around warehouses/factories which takes a ton of GPU cycles relative to logic" [X Link](https://x.com/ps5_expert_play/status/1762269683221217528) 2024-02-27T00:13Z [---] followers, [---] engagements "@dwarkesh_sp @demishassabis Really smart people have a hard time accepting that intelligence is emergent and that human intelligence isn't general but specialized and occupies small percentage of the latent space of all intelligence" [X Link](https://x.com/ps5_expert_play/status/1762279853741470199) 2024-02-27T00:53Z [---] followers, [--] engagements "@AravSrinivas Snowflake never had a moat or tech that AWS/GCP wouldn't copy easily. I'm saying this also as a fan of Slootman he is very good at what he does. Retail investors that are still holding SNOW not so much" [X Link](https://x.com/ps5_expert_play/status/1763010262066417946) 2024-02-29T01:16Z [---] followers, [---] engagements "@DeeperThrill @ESYudkowsky The doomers are moving the goal posts since we are still alive and they predicted that we all would be dead at this point" [X Link](https://x.com/ps5_expert_play/status/1764993226367205675) 2024-03-05T12:35Z [---] followers, [--] engagements "@Gfilche @jamesjsphk @mainstreetfd I rolled by GOOG [----] shares and 1/2 of my TLSA shares into NVDA over the past year for the following reason" [X Link](https://x.com/ps5_expert_play/status/1764998051297476744) 2024-03-05T12:55Z [---] followers, [--] engagements "@Gfilche It should be though right Until you hear that everyone is fired and all their suppliers have halted production they are on the hook for spending that money" [X Link](https://x.com/ps5_expert_play/status/1765144942014271792) 2024-03-05T22:38Z [---] followers, [---] engagements "@tylercowen AI increases productivity by 10% the banks will print and inflate money supply by 10%. Inflation will appear to be low in aggregate but the individual components will stratify" [X Link](https://x.com/ps5_expert_play/status/1772958938691928491) 2024-03-27T12:08Z [---] followers, [--] engagements "@downingARK @databricks @NaveenGRao @DbrxMosaicAI Its crazy that you guys sold NVDA. The demand for their products goes up dramatically as the usefulness of the models increase" [X Link](https://x.com/ps5_expert_play/status/1773018329340412074) 2024-03-27T16:04Z [---] followers, [---] engagements "@altcap I don't trust Wall St. How do we know if they are backing companies that juiced the metrics over the past [--] years to unload on the unsuspecting public" [X Link](https://x.com/ps5_expert_play/status/1778570298717024541) 2024-04-11T23:46Z [---] followers, [---] engagements "@Nedsir1 @Tesla_AI Yes but the trigger for building these small finetunes is that there have been interventions recently. And statistically these problem areas don't change often relative to the number of cars going through them" [X Link](https://x.com/ps5_expert_play/status/1779247614694699200) 2024-04-13T20:37Z [---] followers, [--] engagements "@chazman The trigger for nav avoiding a situation will not be the count of fatalities at a location over [--] years but frequency of FSD causing an unsafe situation at a similar environment as detected by the auto labeler. That is how Tesla will be able to self insure the service" [X Link](https://x.com/ps5_expert_play/status/1779602934776336435) 2024-04-14T20:09Z [---] followers, [---] engagements "The quickest way to go live with a Robotaxi fleet is to use HW5 with a Model Y that takes advantage of the better cameras/computer. Deploy [----] of those to AZ/TX/FL where permits are easy to get. Then use those successful pilots to get approval in other areas and ramp up. While that is happening the Van and Compact production lines get built" [X Link](https://x.com/ps5_expert_play/status/1780374246713180345) 2024-04-16T23:14Z [---] followers, [---] engagements "@paulg Speaking of [----] I sold my [----] GOOG stock to buy NVDA in May [----] because there are a lot of physical details that have to ALL be better than NVDA to beat NVDA. Even if that wasn't true the that demand for compute is going to go up so fast anyone building it will do OK" [X Link](https://x.com/ps5_expert_play/status/1780556992580288855) 2024-04-17T11:20Z [---] followers, [--] engagements "@paulg @JeffMcSweeny BTC was specifically created to take power away from federal governments. No one should be surprised how the CCP and the SEC have responded" [X Link](https://x.com/ps5_expert_play/status/1780934344598524042) 2024-04-18T12:20Z [---] followers, [--] engagements "@PandoXiloscient Intelligence isn't [--] dimensional. It is [----] dimensions but humans have evolved to only see it collapsed into a scalar of how helpful or harmful it is to our survival. FSD 12.3.4 is a better driver than 40% of people but we ignore that because it doesn't collapse to that scalar" [X Link](https://x.com/ps5_expert_play/status/1781327742593609901) 2024-04-19T14:23Z [---] followers, [---] engagements "@bgurley Zuck is an opportunist. A good one but he's not a technologist. He is copying the idea of OpenAI just like how he copied the idea for Facebook. On the hopes that OpenAI will open up other markets for him to dominate. He would have closed it like Sama did if he understood" [X Link](https://x.com/ps5_expert_play/status/1781761506926796839) 2024-04-20T19:07Z [---] followers, [----] engagements "@BradPorter_ @FredaDuan Look at what Tesla does with Megapack construction costs in [----]. They will be using robots in the factories and FSD for logistics. Cheap battery storage makes solar/wind cheap" [X Link](https://x.com/ps5_expert_play/status/1782017011230413123) 2024-04-21T12:02Z [---] followers, [---] engagements "@Austen That is what these kids are paying for though. You can get an education on Youtube. The tuition payments are for self directed daycare for adults" [X Link](https://x.com/ps5_expert_play/status/1786427586945388855) 2024-05-03T16:08Z [---] followers, [---] engagements "@elonmusk No problems from E-trade" [X Link](https://x.com/ps5_expert_play/status/1786837213512180031) 2024-05-04T19:16Z [---] followers, [---] engagements "@sama AI makes their degrees worthless. Humans care a lot about their state in the social hierarchy" [X Link](https://x.com/anyuser/status/1786849467603316912) 2024-05-04T20:04Z [---] followers, [----] engagements "@alojoh All that matters is inference demand" [X Link](https://x.com/ps5_expert_play/status/1787901461336076786) 2024-05-07T17:45Z [---] followers, [---] engagements "@iamgingertrash "The economy" doesn't measure deflation. Everyone has a $100M supercomputer in their pocket by [----] standards. But most people do not have a net worth of 100M by economic stats" [X Link](https://x.com/ps5_expert_play/status/1787965008179048569) 2024-05-07T21:57Z [---] followers, [---] engagements "@NPCollapse Do doomers have a plan for [----] when models are generally intelligent by any reasonable definition Move the goal posts "That isn't REAL AGI" Pivot to speculation about rogue state secret actions" [X Link](https://x.com/ps5_expert_play/status/1788281195840598118) 2024-05-08T18:53Z [---] followers, [--] engagements "@pmarca @bhorowitz Can you explain PG's refragmentation essay and it's application to the potential latent spaces opened up by AI" [X Link](https://x.com/ps5_expert_play/status/1788282667382739173) 2024-05-08T18:59Z [---] followers, [--] engagements "@realGeorgeHotz @mmirman @comma_ai A supervisor reasoning LLM can keep track of state compress history and direct the next steps forever. The usefulness increase with scale" [X Link](https://x.com/ps5_expert_play/status/1789758681363390946) 2024-05-12T20:44Z [---] followers, [--] engagements "@knowclarified Yes but everyone else will catch up in [--] months. Which is why sama is projecting arrogance. He needs everyone to worship OAI so the he can compound his lead and make it [--] months then [--] months" [X Link](https://x.com/ps5_expert_play/status/1789821293715452204) 2024-05-13T00:53Z [---] followers, [--] engagements "@222TwoTwentyTwo @Plinz Yeah if you could take GPT4 in a time machine and show it to anyone [--] years ago and tell them that it was created by new algorithmic breakthroughs 99% would agree it was AGI" [X Link](https://x.com/ps5_expert_play/status/1790084578087981300) 2024-05-13T18:19Z [---] followers, [---] engagements "@elonmusk @shaunmmaguire Yeah but think about the pizza delivery speed possible as well" [X Link](https://x.com/ps5_expert_play/status/1790108791146438950) 2024-05-13T19:56Z [---] followers, [--] engagements "@BasedBeffJezos The whole HER thing is a distraction. They could have released a sexy voice [--] years ago. This model is 50% better than Opus. It is [---] but they don't want to label it. They just want to gradually lead everyone into AGI" [X Link](https://x.com/ps5_expert_play/status/1790174805213188564) 2024-05-14T00:18Z [---] followers, [---] engagements "@CernBasher @Zed18978371 Yes but protocols are only useful if they are predictable. What if some days a HTTP GET returned a [---] and other days it returned a [---] based on unpredictable market forces BTC has the same problem. GIT is a much better solution to a distributed chain ledger" [X Link](https://x.com/ps5_expert_play/status/1790375994601205965) 2024-05-14T13:37Z [---] followers, [--] engagements "@karpathy Vision Pro is Joi" [X Link](https://x.com/ps5_expert_play/status/1790376824729387214) 2024-05-14T13:41Z [---] followers, [--] engagements "@Zed18978371 @CernBasher The price isn't predictable it can go down or up 5% a day. Why would I use that as a protocol the way I use http I understand it is possible to make money speculating on the price much like beanie babies but this thread was about how it is a protocol like http" [X Link](https://x.com/ps5_expert_play/status/1790461980743971280) 2024-05-14T19:19Z [---] followers, [--] engagements "@Zed18978371 @CernBasher Internet growth was bottlenecked by hardware costs and physical infrastructure. What is the bottleneck causing most people to not use BTC with the exception of speculating on the price going up Education isn't an answer everyone saw Matt Damon promoting it" [X Link](https://x.com/ps5_expert_play/status/1790476252677022103) 2024-05-14T20:16Z [---] followers, [--] engagements "It is ironic you are using the internet as an example because I was very bullish on the internet. I've also been very bullish on AI. Both of those things have turned out to be very impactful technologies that generate value outside of speculation (Obviously was a speculative bubble but GOOG META etc. were not) All I have seen from BTC over the past [--] years people condescendingly claiming that I don't understand and that transactions/microtransaction/logistics/security identity will be common use cases for BTC. My bet that is in [--] years AI will become a much bigger part of every day lives" [X Link](https://x.com/ps5_expert_play/status/1790706869524218041) 2024-05-15T11:32Z [---] followers, [--] engagements "@ESYudkowsky "who are right" much like the people who said Covid was from a wet market "were right"" [X Link](https://x.com/ps5_expert_play/status/1790878488095797626) 2024-05-15T22:54Z [---] followers, [---] engagements "@kimmonismus Yes and the claim that Jan didn't get enough compute will be a whole "Gosh I'm sorry if that happened I've just been so busy and I get so many requests for compute if that did happen it wasn't intentional"" [X Link](https://x.com/ps5_expert_play/status/1791580590065750304) 2024-05-17T21:24Z [---] followers, [---] engagements "@moreisdifferent Personally my confidence in my predictions is based on past performance in predictions. Obviously that isn't perfect predictor it could have been dumb luck that I bought GOOG in [----] TSLA in [----] and NVDA in 2023" [X Link](https://x.com/ps5_expert_play/status/1791658091592745400) 2024-05-18T02:32Z [---] followers, [--] engagements "On the one hand he is right. We cannot create a robot cat brain much less a robot human brain even when we can simulate a cat in the near future it will require 10000x the energy and still not be perfect. On the other hand the capabilities in [----] will be much greater than today. Which will have significant impact to the world" [X Link](https://x.com/ps5_expert_play/status/1791921399323381766) 2024-05-18T19:58Z [---] followers, [---] engagements "@adcock_brett Was this demo fully autonomous" [X Link](https://x.com/ps5_expert_play/status/1791991995944026250) 2024-05-19T00:39Z [---] followers, [---] engagements "@garyblack00 Have you repurposed the Excel Spreadsheet you used to calculate that RIVN was a buy at $78 into a calculation that millions of Tesla's gathering data isn't an advantage" [X Link](https://x.com/ps5_expert_play/status/1792196498496925866) 2024-05-19T14:11Z [---] followers, [--] engagements "@tmamut @liron @ylecun No one said the risk is zero. The possibility of someone using the internet to hack governments and start a nuclear war isn't zero. Yet here you are using it" [X Link](https://x.com/ps5_expert_play/status/1792510778076954646) 2024-05-20T11:00Z [---] followers, [--] engagements "@ESYudkowsky Is this victory for the accels You admit AGI existing and deciding to kill us isn't the risk The risk is society achieving the same thing it has achieved with Nukes (defense and deterrence)" [X Link](https://x.com/ps5_expert_play/status/1792623990118248603) 2024-05-20T18:30Z [---] followers, [--] engagements "@IterIntellectus Ironically capitalism turned out to be pretty good at socialism" [X Link](https://x.com/ps5_expert_play/status/1792657589446336854) 2024-05-20T20:44Z [---] followers, [--] engagements "@yacineMTB @elonmusk Or we could lean into this. Turn off the screen savers and play naked old men videos. Let them absorb that into their model" [X Link](https://x.com/anyuser/status/1792702320268206258) 2024-05-20T23:41Z [---] followers, [----] engagements "@DrKnowItAll16 An advanced Neuralink will be just like the Matrix. Why would anyone go through the process of building a robot when you can just jack into the Matrix" [X Link](https://x.com/ps5_expert_play/status/1792884395323392433) 2024-05-21T11:45Z [---] followers, [--] engagements "@Liv_Boeree The good news is that he is also not being candid about the lead OpenAI has. Even if he did have a lead Satya and Jensen can shut him down anytime the want" [X Link](https://x.com/ps5_expert_play/status/1793034124342579274) 2024-05-21T21:40Z [---] followers, [--] engagements "Yes Sam did ad-hominem a attack there. But to be specific Eliezer has admitted he is predicting a conclusion without predicting how we will get there. It is a moving goal post of "Well this isn't REAL AGI or REAL ability to plan". GPT-6 will be 100x humans abilities in many domains and we will still be hearing about how "that doesn't count" from the doomers" [X Link](https://x.com/ps5_expert_play/status/1793053543588302914) 2024-05-21T22:57Z [---] followers, [--] engagements "@NaveenGRao If executives didn't read or approve those documents what other docs did they not read or approve Who is their SOC [--] auditor" [X Link](https://x.com/ps5_expert_play/status/1793424646882427373) 2024-05-22T23:32Z [---] followers, [--] engagements "@kdkeck @ESYudkowsky Sounds good. Lets circle back in [--] months and see how that prediction holds up" [X Link](https://x.com/ps5_expert_play/status/1793817300367241727) 2024-05-24T01:32Z [---] followers, [--] engagements "@ajtourville It was relatively good. What movie released in the past [--] months was better" [X Link](https://x.com/ps5_expert_play/status/1794550242089591180) 2024-05-26T02:04Z [---] followers, [---] engagements "@ajtourville Oppenheimer was good. But just like Her Alex has again given the audience a way to feel what is possible" [X Link](https://x.com/ps5_expert_play/status/1794553904471949471) 2024-05-26T02:19Z [---] followers, [--] engagements "@krasmanalderey @kimmonismus Yes that is my point. Many people will continue to use human labor because all they care about is social status. They don't care about effectiveness" [X Link](https://x.com/ps5_expert_play/status/1795065530849669324) 2024-05-27T12:12Z [---] followers, [--] engagements "@ylecun @how_many_roads_ @elonmusk That is like saying you like having an attractive and fit spouse but dislike when they bring up the fact that you never exercise. Someone that is that dedicated to a goal is going to have little respect for the naysayers that do nothing of value" [X Link](https://x.com/ps5_expert_play/status/1795122971763159127) 2024-05-27T16:00Z [---] followers, [---] engagements "@jhall He was right in that he helped retail understand how wall st thinks. "Collect MGMT fees and blame others when you do a bad job"" [X Link](https://x.com/anyuser/status/1795157334672486651) 2024-05-27T18:17Z [---] followers, [---] engagements "@krasmanalderey @kimmonismus Yes but there are plenty of luxury brands that look worse than non luxury brands. Just having a Kanye designed shoe is valuable to a lot of people" [X Link](https://x.com/ps5_expert_play/status/1795160547542913406) 2024-05-27T18:30Z [---] followers, [--] engagements "@kizaryu_ Neither is OpenAI. They don't have enough inference hardware. Same as SORA" [X Link](https://x.com/ps5_expert_play/status/1797258477422686649) 2024-06-02T13:26Z [---] followers, [--] engagements "@tegmark They can just ignore those agreements. Tell OpenAI in writing that you will not be honoring the contract because you believe that it is in violation of the charter of the organization" [X Link](https://x.com/ps5_expert_play/status/1798320188196335843) 2024-06-05T11:45Z [---] followers, [--] engagements "@alojoh @losthorizen Yeah my main mistake with TSLA was not thinking about when I would sell. This time with NVDA I've started thinking about when I will sell. I'm thinking 5k or whenever the Gary Blacks of the world put out PTs 30+% higher than the current price" [X Link](https://x.com/ps5_expert_play/status/1798467675737203008) 2024-06-05T21:31Z [---] followers, [--] engagements "@28delayslater @TeslaLarry Luckily things are moving very fast now. In two years FSD and Optimus will either have added 2T to the market cap proving that "another CEO" wouldn't be better or they will have failed to do that proving that some MBA from another company would have been fine" [X Link](https://x.com/ps5_expert_play/status/1798851979365712361) 2024-06-06T22:58Z [---] followers, [--] engagements "@_jamico If AI lives up to 20% of the hype that this chart implies the Robots will build either hydro solar wind fusion battery plants to 5x energy. If AI does not live up to the hype we will not need the energy" [X Link](https://x.com/ps5_expert_play/status/1798892515166392439) 2024-06-07T01:39Z [---] followers, [---] engagements "@shivon I sold 100% of my GOOG [----] shares and 50% of my TSLA 2014-2019 shares and put them into NVDA last year. Because of this TSLA situation my biggest fear is that activists decide that someone who actually delivered real value has too much money and they then destroy the company" [X Link](https://x.com/ps5_expert_play/status/1799542836733399435) 2024-06-08T20:43Z [---] followers, [---] engagements "@yashevde Respect. Everyone is so short sighted it seems like there is no concept of giving people credit for correct predictions of trends" [X Link](https://x.com/ps5_expert_play/status/1799580254224162887) 2024-06-08T23:12Z [---] followers, [--] engagements "@hassantsyed @yashevde Correct. The guy at Facebook that perfected making [--] year old girls depressed and addicted to Instagram will be remembered" [X Link](https://x.com/ps5_expert_play/status/1799580994153992238) 2024-06-08T23:15Z [---] followers, [--] engagements "@teslaeconomist Some of us made millions off of Elon's hard work at Tesla. I don't think Elon forced you into margin and options trading. You only have yourself to blame for that" [X Link](https://x.com/ps5_expert_play/status/1799971842494697637) 2024-06-10T01:08Z [---] followers, [--] engagements "@awilkinson It depends on what you mean by fast. [--] years from now FSD of today will be able to be replicated for 100k. [--] years from now BMW/Waymo will not be delivering cheaper and better AI systems" [X Link](https://x.com/ps5_expert_play/status/1799972470348480988) 2024-06-10T01:10Z [---] followers, [----] engagements "Yes that is the definition he is using. AGI would be able to read Wikipedia and then drive a car with zero car driving experience. And he would be correct that it would be more general than what we have today. But that is irrelevant because we care much more about the abilities than the training efficiency" [X Link](https://x.com/ps5_expert_play/status/1800254533672542335) 2024-06-10T19:51Z [---] followers, [--] engagements "@altryne Sama invested YC funds into OAI while he was CEO of YC and the Board Members of YC didn't know that until last week. Elon isn't crazy to not trust Sama" [X Link](https://x.com/anyuser/status/1800481081856295366) 2024-06-11T10:51Z [---] followers, [----] engagements "@RyanTanaka3 This is why I sold only 50% of my TSLA last year and put it into NVDA. I'm not betting against Elon. It was just that NVDA was insanely undervalued" [X Link](https://x.com/ps5_expert_play/status/1801728074800669017) 2024-06-14T21:27Z [---] followers, [--] engagements "Like Sam Altman said chips are the new currency. But to be more specific it is systems of chips which only NVDA can do. Everyone else is trying to catch up what you are hearing from them is optimistic projections. So you are seeing people realize that owning non chip assets like T-Bills and other stocks are risky since they are not the currency of the future. Sales in [----] are not super relevant to the price of the stock in [----] but I do expect those to be very good and the guidance about [----] to be very good as well" [X Link](https://x.com/ps5_expert_play/status/1803423076769566807) 2024-06-19T13:42Z [---] followers, [--] engagements "@ID_AA_Carmack As an Engineer who has made 80% of my income from buying GOOG in [----] TSLA in 2014-2019 and then rolling that into NVDA in [----] I have MUCH more respect for you being a 100x better engineer than me than any investor regardless of how much better they are than me" [X Link](https://x.com/anyuser/status/1803542728405368877) 2024-06-19T21:37Z [---] followers, 32.6K engagements "@trekkinglemon Claude tells you what the problem is" [X Link](https://x.com/ps5_expert_play/status/1804530097283596588) 2024-06-22T15:01Z [---] followers, [--] engagements "@MarketofKing @pbeisel @GuyDealership https://www.mckinsey.com/de/news/presse/settlement-funds https://www.mckinsey.com/de/news/presse/settlement-funds" [X Link](https://x.com/ps5_expert_play/status/1805390171250344324) 2024-06-24T23:58Z [---] followers, [--] engagements "@MarketofKing @pbeisel @GuyDealership Sorry I didn't realize that the company had different CEOs and other execs over for cyber and pharma" [X Link](https://x.com/ps5_expert_play/status/1805395544837439676) 2024-06-25T00:20Z [---] followers, [--] engagements "@ScottAdamsSays What are the stats on life expectancy of dudes that lead [--] women on at the same time" [X Link](https://x.com/ps5_expert_play/status/1805398562525823483) 2024-06-25T00:32Z [---] followers, [--] engagements "@MarketofKing @pbeisel @GuyDealership Who do you think is responsible for the opioid crisis The CEO of the company that made the drugs has no responsibility" [X Link](https://x.com/ps5_expert_play/status/1805417733359566856) 2024-06-25T01:48Z [---] followers, [--] engagements "@dwarkesh_sp "These are visual puzzles similar to IQ tests. Iterate on [--] different ways of solving these in 2-5 steps. Then try combinations of the best approaches of the top [--] of the [--]. Take the best result of that and look for minor optimizations" This should work in 6-15 months" [X Link](https://x.com/ps5_expert_play/status/1806769220275057039) 2024-06-28T19:18Z [---] followers, [--] engagements "@seanlinehan Yes but when it can do that it can also do things that have a very high economic value which drives the demand for training and inference much higher. Are the MBAs and Wall St. guys going to wait [--] years for Intel/AMD/Startups to deliver hardware or will they pay the NVDA tax" [X Link](https://x.com/ps5_expert_play/status/1806779788574752913) 2024-06-28T20:00Z [---] followers, [--] engagements "@spatialweeb @lightleviathan1 My main problem with it is that it relies on unknown inputs from your visual cortex. When you "solve" it as a human you can't really know how much of it was due to your visual cortex sending you patterns that you then reason on top of as compared to pure reasoning" [X Link](https://x.com/ps5_expert_play/status/1807735704983581157) 2024-07-01T11:19Z [---] followers, [--] engagements "@hlntnr Given the risks of unelected government workers being pawns in a regulatory capture scheme isn't this good news Shouldn't we at least know the reason China cures cancer and we don't" [X Link](https://x.com/ps5_expert_play/status/1807830147434688962) 2024-07-01T17:34Z [---] followers, [--] engagements "@TeslaPatriot @greggertruck If the car couldn't switch between D and R wouldn't you say it "will not change gears" I have not heard anyone say "It will not switch polarity"" [X Link](https://x.com/ps5_expert_play/status/1809712645945110531) 2024-07-06T22:14Z [---] followers, [---] engagements "In the 90s finance was a top factor in the success of companies. IBM is a good example of this. The way they got out of hardware in favor of high margin services did increase earrings. Today engineering is the top factor in the success of companies. It is understandable that finance guys are sad and angry that the world has changed and their expertise is no longer such a big deal" [X Link](https://x.com/ps5_expert_play/status/1811035949528236060) 2024-07-10T13:53Z [---] followers, [--] engagements "His only problem is his own ego. I guarantee he either has a forgivable loan or took equity out in [----]. His ego is stopping him from telling the board he will resign in December and will be available to help with the transition [--] hours a week until then promote the COO to Interim CEO and he is free to enjoy life" [X Link](https://x.com/anyuser/status/1811045703323377935) 2024-07-10T14:31Z [---] followers, 12.4K engagements "Thank you for letting us know that Elon's motives may not be as pure as he claims they are. This was clearly a fact finding mission and you had no motives other than getting to the truth without bias. Any chance you could do the same for the NYT Or are they just so obviously unbiased that it isn't worth researching" [X Link](https://x.com/ps5_expert_play/status/1811786296991302134) 2024-07-12T15:34Z [---] followers, [----] engagements "@sebkrier Just buy NVDA it makes those people way less annoying" [X Link](https://x.com/ps5_expert_play/status/1813859225745109124) 2024-07-18T08:51Z [---] followers, [--] engagements "@EricNewcomer Late stage is the safest bet. It is free money. That is why Wall St. was so upset when GOOG did a public auction in 2004" [X Link](https://x.com/ps5_expert_play/status/1814230769046261916) 2024-07-19T09:28Z [---] followers, [--] engagements "We can just transition off the dollar it isn't a big deal. The people claiming it is a big deal have salaries or assets tied to the USD being a useful currency. The USD being backed only by the military and BTC being only backed by a consensus network isn't ideal. A compute credit based currency is backed by something useful" [X Link](https://x.com/ps5_expert_play/status/1815697681660162110) 2024-07-23T10:37Z [---] followers, [--] engagements "@arctechinc @heyitsyashu No one says you have to accept it. You shouldn't you should buy GM or Rivian or whatever you like instead don't buy products from companies that don't meet you expectations" [X Link](https://x.com/ps5_expert_play/status/1816534721717014966) 2024-07-25T18:03Z [---] followers, [--] engagements "@p_ferragu There is a huge number of people in finance that have little understanding of technology and they are scared that if they don't get out of AI they will end up being the guy that bought Enron or Yahoo at the top" [X Link](https://x.com/ps5_expert_play/status/1818418295655071778) 2024-07-30T22:48Z [---] followers, [---] engagements "@alojoh @CalNgT Yes it feels weird saying this but the best way to think about inference demand is infinity. But it aligns with being a currency. What is the demand for dollars Probably higher than what I would guess so infinity is the only way to not underestimate" [X Link](https://x.com/ps5_expert_play/status/1818687168497234373) 2024-07-31T16:36Z [---] followers, [--] engagements "@shai_machnes @thejefflutz @nvidia What to you mean by "the entire industry" Cloud will be the only customer" [X Link](https://x.com/ps5_expert_play/status/1818708886594969818) 2024-07-31T18:02Z [---] followers, [--] engagements "@Noahpinion @PeterSchadenbe2 That is incorrect. Maybe some Wall St. dudes were negative on the Internet but actual people that understood technology knew what was coming. And AI is going to be way bigger than the Internet" [X Link](https://x.com/ps5_expert_play/status/1818943798816194972) 2024-08-01T09:36Z [---] followers, [--] engagements "@mikeknoop This is a great addition to the conversation. This most likely ends with the test being solved but people say the solution wasn't "real AGI". Kind of like the current status of the turing test" [X Link](https://x.com/ps5_expert_play/status/1819127054983745641) 2024-08-01T21:44Z [---] followers, [--] engagements "@_xjdr I bought GOOG in [----] and sold in [----] because of the woke cultural capture and to buy NVDA. I'm expecting them to fail. They would need to fire 70% and reset the culture AND spin search out into another company that they would expect to die" [X Link](https://x.com/ps5_expert_play/status/1819483037878349866) 2024-08-02T21:18Z [---] followers, [---] engagements "Things are different this time. It took AMZN [--] years to get back to its dotcom bubble price. It took a long time to build out the physical and cultural changes for retail purchases to go online allowing AMZN to fulfill its revenue expectations set during the bubble. Just [--] years ago the investing and technology "experts" were talking about crypto completely oblivious to what AI would be capable of today. If this time isn't different one needs to explain why progress stops or greatly slows. Im not saying Nvidia and others in the AI boom are good or bad investments or should be compared to" [X Link](https://x.com/ps5_expert_play/status/1819751957889699982) 2024-08-03T15:07Z [---] followers, [---] engagements "@atroyn The problem I see with it is that it implies that ASML didn't start a plan toward ramping their production to 2k/year [--] months ago" [X Link](https://x.com/anyuser/status/1820179883114594732) 2024-08-04T19:27Z [---] followers, [----] engagements "@chamath @PGelsinger When God closes a SPAC door he opens an acquisition door" [X Link](https://x.com/ps5_expert_play/status/1820466630188822554) 2024-08-05T14:27Z [---] followers, [----] engagements "@ID_AA_Carmack You wouldn't dig a tunnel through a mountain with spoons even if you had free labor and free spoons" [X Link](https://x.com/anyuser/status/1820576597952573717) 2024-08-05T21:44Z [---] followers, [----] engagements "@CernBasher @imPenny2x Look at Tesla's balance sheet. There is a reason Elon leaves cash mostly in USD and Equivalents" [X Link](https://x.com/ps5_expert_play/status/1820592490916749678) 2024-08-05T22:47Z [---] followers, [--] engagements "@slow_developer @OpenAI Sam has no moat and is now getting it via Regulatory Capture. These guys would rather build products than be part of an Oracle style company" [X Link](https://x.com/ps5_expert_play/status/1820827000694567326) 2024-08-06T14:19Z [---] followers, [---] engagements "@pronounced_kyle @findmyke How can someone be a fan of space and not be a fan of SpaceX" [X Link](https://x.com/ps5_expert_play/status/1821303407979737432) 2024-08-07T21:52Z [---] followers, [---] engagements "It is more of a leveraged buyout or payday loan tactic. He takes some of the payout for winning the Math Olympics now months before it actually happens and has to repay the interest with loss of reputation but that reputation has already been leveraged on other initiatives so he still comes out ahead" [X Link](https://x.com/ps5_expert_play/status/1821561598252605514) 2024-08-08T14:58Z [---] followers, [--] engagements "@DrKnowItAll16 @sama Open AI has no moat. This is just hype and PR. The bitter lesson applies to inference. Maybe OpenAI has a great demo in the next couple months but Flux Vision is already better than SORA but all inference constrained" [X Link](https://x.com/ps5_expert_play/status/1822627337810174007) 2024-08-11T13:33Z [---] followers, [---] engagements "@garyblack00 @farzyness You're both wrong. The value of FSD isn't in a fleet but in becoming a required luxury good of the "Taylor Swift Concert Class". The people that pay $1.5k for concert tickets to keep up with the neighbors will also pay $3k/year to not have to drive their own car themselves" [X Link](https://x.com/ps5_expert_play/status/1822637723678630252) 2024-08-11T14:14Z [---] followers, [---] engagements "@deedydas @notengoprisa So do the opposite with the Flux image upscale it with overlapping tiles then run it through a smoother layer" [X Link](https://x.com/ps5_expert_play/status/1822687011053916599) 2024-08-11T17:30Z [---] followers, [----] engagements "@iruletheworldmo AGI was here all along. It is just a matter of linking multiple complementary intelligences together in a feedback loop" [X Link](https://x.com/ps5_expert_play/status/1822735360897503460) 2024-08-11T20:42Z [---] followers, [---] engagements "@Grady_Booch This is why I say AGI was here at AlphaZero. You can say "That wasn't actually General" but that is what people are saying about GPT4 today too. And they will say it again at Claude4 and Claude5. AlphaZero was general and intelligent "enough" to draw a line" [X Link](https://x.com/ps5_expert_play/status/1822778912226562497) 2024-08-11T23:35Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@theovonscousin takeofftakeoff posts on X about elon musk, tesla, nvda, agi the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance celebrities technology brands automotive brands stocks cryptocurrencies social networks currencies countries us election
Social topic influence elon musk, tesla, nvda, agi, ai, money, deflation, sama, if you, open ai
Top accounts mentioned or mentioned by @elonmusk @paulg @esyudkowsky @cernbasher @hanscnelson @tesla @sama @kimmonismus @emostaque @karpathy @austen @openai @farzyness @garyblack00 @dwarkeshsp @fchollet @realgeorgehotz @teslalarry @tszzl @altcap
Top assets mentioned Tesla, Inc. (TSLA) GrokCoin (GROKCOIN) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Coinbase Global Inc. (COIN) IBM (IBM) RAMP (RAMP) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last [--] hours
"@erikbryn Wrong dimension AI can go into the latent space"
X Link 2022-10-13T23:00Z [---] followers, [--] engagements
"@HaloCrypto There is someone out there who bought investment properties in [----] with variable rates who then went bankrupt who then after getting savings again over [--] years in [----] went all in on FTX coin"
X Link 2022-11-09T20:00Z [---] followers, [--] engagements
"@AlbertBridgeCap When you say valuation do you mean "trailing [--] months P/E" I would have never bought GOOG (2005) TSLA( 2014) or NVDA (4/20/23) if I was using that as a valuation"
X Link 2023-05-25T22:59Z [---] followers, [--] engagements
"@draecomino @ARKInvest If only ARKK had read their own whitepapers😲"
X Link 2023-06-29T21:57Z [---] followers, [---] engagements
"@Svened85 @rationalaussie The USD is the failed currency in this context please try and read the thread. BTC isn't a failed currency it is a successful digital beanie baby"
X Link 2023-06-28T03:05Z [---] followers, [--] engagements
"@GerberKawasaki I bought NVDA on 4/20. Their monopoly will end within a few years. But at that point we will be close to super abundance and the fed will be printing like crazy to stop deflation assuming that a super covid virus hasn't been released by the China to kill everyone"
X Link 2023-08-02T14:35Z [---] followers, [--] engagements
"@FredericLambert @elonmusk Sure but have you looked at what Instagram has done to the mental health of girls If Elon was bullying some random middle class guy on the street that was smaller than him I would not condone that at all"
X Link 2023-08-14T23:12Z [---] followers, [--] engagements
"@jacobhelberg @Meta @DeptofDefense I promise the NSA has a version that DoD can use"
X Link 2023-08-17T00:13Z [---] followers, [----] engagements
"@EMostaque @svpino Python does need to get fixed though. Maybe it is just easier at this point to have an AI translate it to GO and TypeScript in an IDE with CoPilot that has the context of all [--] languages which can then optimize for WASM at runtime"
X Link 2023-08-25T00:02Z [---] followers, [--] engagements
"@DavidSacks They are afraid that all the other CEOs will stop being afraid and dump the ESG and other political donation scams"
X Link 2023-08-25T17:26Z [---] followers, [--] engagements
"@WR4NYGov FSD "understands" the world today. Just not perfectly. GTP-4 solves the SAT in seconds today. When FSD is 5000x better than it is today it will not dominate us. It will just be as good as driving as a calculator is a doing square roots"
X Link 2023-08-25T21:07Z [---] followers, [--] engagements
"@farzyness The edge cases are going to be scary to the general public and regulators. I think this has more impact on Optimus. The Core of FSD + LLAMA3 agents make Optimus an actual productive employee"
X Link 2023-08-26T13:37Z [---] followers, [---] engagements
"@WR4NYGov @realGeorgeHotz @lexfridman No it proves @karpathy was right iterating to software [---] was the successful path. Starting with e2e isn't realistic. And Tesla will never be 100% e2e. There will be software [---] rules around changing gears"
X Link 2023-08-26T17:46Z [---] followers, 15.6K engagements
"@ESYudkowsky I understand and agree but I believe your blind spot is jumping ahead to the end game and not playing forward what is most likely to happen tomorrow and then next week and then the next week and so on. Do we all die tomorrow or do we get better GTP tomorrow And next week"
X Link 2023-08-27T19:38Z [---] followers, [---] engagements
"@lexodamus @Jonathan_Blow @franktinsley @hubermanlab This book significantly changed my world view. People are much more wealthy in terms of actual things than they were [--] years ago. It wasn't easy for a poor/middle class person to eat [----] calories of good tasting food in [----] like it is today"
X Link 2023-08-31T11:07Z [---] followers, [--] engagements
"The CEO is operating as if AI related profits are what matters most. If anyone believes that Tesla isn't going to be an AI company their price target should be close to zero since the CEO will have positioned the company into a terrible situation relying on bots and car functionality that does not exist"
X Link 2023-09-11T21:30Z [---] followers, [--] engagements
"@EvJames2069 @iamtomnash There is a chasm between orange and yellow. It isn't a smooth increase"
X Link 2023-09-12T13:27Z [---] followers, [--] engagements
"@GranotEran would love to get your perspective on this @HansCNelson @farzyness"
X Link 2023-09-18T23:55Z [---] followers, [--] engagements
"@gdb This is a big deal because we can generate the soul of the image in Dalle and take that to Stable Diffusion via Control Net"
X Link 2023-09-20T18:01Z [---] followers, [--] engagements
"@RAVelation777 @helloimivan @stoolpresidente So if I want someone to respond to a question about this reporter I can just e-mail her business associates and say: "any comment on the animal abuse allegations against your employee""
X Link 2023-09-20T23:30Z [---] followers, [---] engagements
"@stoolpresidente @washingtonpost Receipts You need to publish 100% of e-mails texts phone calls. They will stop going after you when they know they are now the ones that are going to be fired for a single out of context mistake"
X Link 2023-09-21T00:29Z [---] followers, [--] engagements
"@AstronautSwing @mov_axbx @Levi7hart I pointed out that his concerns about super AI having the ability to kill us isn't wrong. But he is jumping to the end state without walking through the things that are happening today and will happen within the next few years"
X Link 2023-09-29T00:39Z [---] followers, [--] engagements
"@Levi7hart @AstronautSwing @mov_axbx Humans are going to become increasingly powerful over the next few years due to their technology. How we handle that power matters a lot. It is possible that we can prevent the death of humanity. The risk is there but we need to lean in to our power not run away"
X Link 2023-09-29T01:12Z [---] followers, [--] engagements
"@Jason How quickly tech enthusiasts become luddites"
X Link 2023-10-02T23:57Z [---] followers, [---] engagements
"@patio11 Lewis can always fall back on the fact that fortune favors the brave. SBF was basically Neal Armstrong according to Matt Damon. How could Lewis had known otherwise"
X Link 2023-10-03T23:09Z [---] followers, [---] engagements
"@Ross__Hendricks @jasondebolt The "market" thought TSLA would never be better at volume manufacturing EVs than Toyota back in [----] when I was buying. The "market" thought GOOG was just a search engine back in [----] when I was buying. The market was wrong. Why is that a hard concept to understand"
X Link 2023-10-21T13:18Z [---] followers, [---] engagements
"@GuyDealership Stats like that come from people with a financial interest in more money being spent on cyber security. I'm not saying it isn't a problem just that the source isn't unbiased"
X Link 2023-10-23T21:30Z [---] followers, [--] engagements
"@_TechyBen @drmichaellevin Yes the compute cost and time is the bottleneck and you would want to ensure your definition of "best" is what it is using to compare. In this example some people would prefer one over the other it is subjective but GTP will give you an answer if you force it to"
X Link 2023-10-29T12:50Z [---] followers, [--] engagements
"@richard_dubourg @janevandis @EliotJacobson That was and continues to be a waste of time. All these academic elites traveling around in fossil fuel cars and planes complaining when they could learn construction and help build battery and solar and wind factories that actually help address the problem"
X Link 2023-10-29T19:36Z [---] followers, [--] engagements
"@chamath @elonmusk No big deal AI will generate crazy deflation"
X Link 2023-11-01T00:02Z [---] followers, [----] engagements
"@chazman @elonmusk The hardware is going to be way more efficient at doing vision based tasks rather than data analysis. Think sentry mode but when you can tell it to look for anything license plates acts of violence etc. It isn't that it can't do SETI work just that a [----] can as well"
X Link 2023-11-04T21:58Z [---] followers, [---] engagements
"@WorldEverett @DrJimFan @xai Were major religious texts inspired and/or guided by a real God If that can be answered you can create an unbiased LLM. It will never "KNOW" if an Angel told Joseph Smith to get more wives but it can state a realistic assessment of the situation"
X Link 2023-11-05T17:45Z [---] followers, [--] engagements
"@v3191458 That is a valid point but I don't expect that jump in complexity to be a challenge for the next generation of models"
X Link 2023-11-05T19:27Z [---] followers, [--] engagements
"@HansCNelson Zero. AI today is like [----] with the Internet. There is room for a lot of big players to stick around for a long time"
X Link 2023-11-05T22:28Z [---] followers, [--] engagements
"General intelligence was achieved at AlphaZero. What OpenAI has achieved is building a version that is more useful to humans but there is nothing special about GPT-5 as compared to [---] or AphaZero except that humans find it much more useful. Ilya wants to keep this realization a secret and slow down. Sama want to go full speed ahead so that the good guys are in control of our future. I suspect GPT-5 agrees with Sam which is where things got awkward. It is a bit of a skynet moment where we hand over control somewhat by letting it chime in on who is right"
X Link 2023-11-20T01:12Z [---] followers, [----] engagements
"@notjuve @paulg Investors have a way to sue the company. If an investor could bankrupt the company they would have to go into court and a judge could at that point tell the company to come up with a plan to restructure their debts and the debtors could demand a new board before approving it"
X Link 2023-11-21T12:31Z [---] followers, [---] engagements
"@munster_gene NVDA is going to 1000"
X Link 2023-11-22T02:30Z [---] followers, [---] engagements
"@EliseJoshi @CNBC The elephant in the room is that Elon Musk is doing more than anyone to fight climate change and the media groups and big advertisers like GM and woke employees don't want to talk about it"
X Link 2023-11-22T18:40Z [---] followers, [--] engagements
"It is irrelevant what they call it. We are looking at 8-10% GDP growth in '24 and another 10-20% in '25. Some things will deflate 99% and economists will stop even including them in GDP metrics. [----] is going to be so different than today I don't expect many people to be paying attention to the philosophical arguments as to whether or not it is "AGI" intelligence they are interacting with"
X Link 2023-11-22T21:15Z [---] followers, [---] engagements
"@altcap I sold my GOOG shares from [----] and bought NVDA with it in May because of this. I wish them the best but it is very hard to turn things around into "day 1" mentality after making money as a monopoly for 15+ years"
X Link 2023-11-23T22:05Z [---] followers, [---] engagements
"@BryanMcAnulty @AndreasLinder10 @yacineMTB People still use fax service as part of the business workflow today"
X Link 2023-11-24T00:50Z [---] followers, [--] engagements
"@nearcyan I sold GOOG stock I bought in [----] to buy NVDA. Should have just bought NVDA in the first place"
X Link 2023-11-25T02:29Z [---] followers, [---] engagements
"@TEDchris @ylecun Standing at the cusp of a paradigm shift in our understanding of intelligence comparable to the momentous leap during the heliocentric revolution. It's exhilarating to be part of this moment where every day brings us closer to a new frontier of knowledge"
X Link 2023-11-27T20:42Z [---] followers, [--] engagements
"Obviously there is a risk. The problem is that your hypothetical 60% death risk isn't backed up by anything but theories. Nuclear Russia Uncontrolled Chinese Bio Labs Climate Change are actual real risks that exist. ChatGPT is real and is proving real value to people today. By staying on the doomer path you are setting yourself up for a situation in the near future where you are on record saying life saving and life improving technologies should have never been made. At which point you will change your tune and say that you were "Never" against pausing development of "those kinds of AIs""
X Link 2023-11-28T13:37Z [---] followers, [--] engagements
"@MatchasmMatt I would say they will end up like IBM but IBM has high margins paired with their financial engineering PR"
X Link 2023-11-29T14:34Z [---] followers, [---] engagements
"@CrisGiardina @ESYudkowsky Yes dataset moats are just like domain names in the dotcom bubble. "I have everyone hire accountants from me only" "I have 200TB of propriety accounting data. Everyone will have to use my model for accounting""
X Link 2023-11-29T18:36Z [---] followers, [--] engagements
"@NPCollapse I predict that we will see a drastic increasing frequency of Doomers saying: "I was never against pausing development of that kind of model" As the benefits for humanity continue to pile up Doomers will keep redefining where the pause should happen"
X Link 2023-11-29T20:06Z [---] followers, [--] engagements
"@knowclarified It is intentional. Starlink IPO will give him enough cash to run Twitter at a loss for years. Then at that point AI will have taken the cost to run it down 90% and the Fed will have printed like crazy making the original 44B investment look like nothing"
X Link 2023-11-30T13:20Z [---] followers, [--] engagements
"@JimDMiller @entirelyuseles You would have said the same thing about ChatGPT if the abilities were explained to you [--] years ago"
X Link 2023-11-30T18:56Z [---] followers, [--] engagements
"@8teAPi The problem is that human's are a specialized form of intelligence. It is easy for a general form of intelligence to understand how to beat us. AGI was here at AlphaZero"
X Link 2023-12-01T00:53Z [---] followers, [---] engagements
"@JeffLadish There is a reason 99% of encryption on the internet is doing is using open protocols and software like OpenSSL and chromium"
X Link 2023-12-01T01:15Z [---] followers, [---] engagements
"@JimDMiller @entirelyuseles Yet here we are and ChatGPT has not decided to kill us all even though it has the capacity to do so"
X Link 2023-12-01T01:16Z [---] followers, [--] engagements
"@jimfarley98 @cranstonianri @elonmusk @Tesla Any chance you guys make an Electric Ford Mustang someday"
X Link 2023-12-01T01:40Z [---] followers, [---] engagements
"@JimDMiller @entirelyuseles OK so when the Optimus robots get internet and API access that will be the end Or will you come up with another excuse why the AI isn't quite ready to take over"
X Link 2023-12-01T01:46Z [---] followers, [--] engagements
"I think that Ilya's flex with the hair was his downfall. He was saying "You couldn't even get a job at McDonald's with my hair situation and I'm making millions." Just imagine if Sam had that hair situation tomorrow. How long would he last A week @OpenAI @ilyasut"
X Link 2023-12-01T02:15Z [---] followers, [---] engagements
"@garyblack00 Why is Wall St incapable of understanding that new low volume products have very high demand and over time price will come down as volume goes up Do they not have access to the model [--] performance price and volume history"
X Link 2023-12-02T15:56Z [---] followers, [----] engagements
"@jimkxa @rivatez @unecumbered NVDA is going to keep going up. It is the tax people will pay to not notice the road"
X Link 2023-12-02T21:08Z [---] followers, [---] engagements
"@Austen Or you could prevent that situation from happening by promoting open source"
X Link 2023-12-03T02:21Z [---] followers, [---] engagements
"@Liv_Boeree In general "tech bros" are tourists that are here for the money. They don't understand or care about the technology. It is the people that were here for decades before AI was full of money that have control but also luckily have expertise"
X Link 2023-12-03T03:12Z [---] followers, [---] engagements
"@mattyglesias No but this does mean that you are fighting climate change if you have a rainbow flag on your fossil fuel powered Subaru"
X Link 2023-12-05T01:03Z [---] followers, [----] engagements
"@mer__edith Now Google will die because they don't want to hurt their current revenue of search and they don't want to be cancelled by the Wokes who smell blood. Congrats"
X Link 2023-12-05T01:50Z [---] followers, [--] engagements
"@a_meta4 How stupid would the OpenAI board look if they had shutdown OpenAI only to a few weeks later realize everyone is going to be able to implement Sam's plan"
X Link 2023-12-06T16:19Z [---] followers, [--] engagements
"@austinc3301 I suspect they can dynamically change the amount of intelligence in the model in real time. OpenAI is clearly doing this to avoid downtime"
X Link 2023-12-07T00:32Z [---] followers, [---] engagements
"@HansCNelson Its hard to compete with NVDA right now. They are using AI internally with infinite access to data center compute. Which is all resulting in better products with even better margins completing the positive feedback loop DOJO has a super impressive team but it is big task"
X Link 2023-12-07T18:07Z [---] followers, [--] engagements
"@imPenny2x @karpathy @MistralAI It used to be called NIPS"
X Link 2023-12-08T18:03Z [---] followers, [--] engagements
"@DavidSacks @nntaleb He flipped on crypto too"
X Link 2023-12-08T21:49Z [---] followers, [----] engagements
"@UrbanKaoboy GDP growth will hit 7%+ in [----] due to technology advancements making new companies competitive with incumbents and the virtue signaling hiring practices being replaced by meritocracy"
X Link 2023-12-12T00:24Z [---] followers, [---] engagements
"That would have been a reasonable criticism in [----] when I started buying TSLA. They were losing money and had not proven that they could make affordable EVs at scale. But today they are doing things zero other companies can do. Do you really think all the sustainable energy goals of the major countries are going to go away Do you really think AI progress is going to stall and that FSD/Optimus will stop getting better"
X Link 2023-12-13T14:26Z [---] followers, [----] engagements
"@CernBasher @Scobleizer Can you help me understand how this effects GDP OpenAI/StableDiffusion have dropped the cost of many services like marketing or logo designs. That should lower GDP since we are paying less for those services But at the same time we are much wealthier in real terms"
X Link 2023-12-14T14:15Z [---] followers, [--] engagements
"@patio11 @mikemcln @moseskagan I think it is due to the fact that your credit score can go up by making objectively bad decisions"
X Link 2023-12-14T16:21Z [---] followers, [--] engagements
"@DavidSacks Like Chamath said AI will inject crazy deflation. Economists have zero idea how to deal with that other than printing and lowering rates"
X Link 2023-12-15T23:12Z [---] followers, [----] engagements
"@dustinthedad @micsolana I bought a private jet to fly women to climate conference to get green certified. You are welcome climate"
X Link 2023-12-18T15:27Z [---] followers, [--] engagements
"@paulg This is why Elon and Sam's relationship soured. AI gets comodotized. But if Sam gets fusion first he becomes more powerful than Elon"
X Link 2023-12-18T20:43Z [---] followers, [---] engagements
"@patio11 @devonzuegel @factfulness should be required reading"
X Link 2023-12-19T19:51Z [---] followers, [---] engagements
"@TeslaBoomerMama NVDA will hit [----] within [--] months"
X Link 2023-12-20T02:46Z [---] followers, [---] engagements
"@sama It would have been useful if they had time to implement it before the step change in civilization that you are helping create. What the need now is advice on how to live in a post scarcity world"
X Link 2023-12-21T23:02Z [---] followers, [---] engagements
"Assuming deflation hit 20% and the Fed prints likes crazy to stop it investors will have more money than they know what to do with and they will be begging to invest in your company that owns the data center. So your returns would be in the 200% or higher range. So a loan at 50% would still give you good returns"
X Link 2023-12-25T19:38Z [---] followers, [--] engagements
"@vkhosla Ironically equality and consumer protections are the most important things now"
X Link 2023-12-26T01:26Z [--] followers, [---] engagements
"@knowclarified @DanielJLosey If OPEN AI creates deflation the fed will print like crazy and debase the dollar and then they will easily be worth 100B"
X Link 2023-12-27T01:24Z [---] followers, [--] engagements
"@CernBasher It will be like NVDA where they get comodotized eventually so 10T in profit is unlikely but many billions can be made before the comodotization"
X Link 2023-12-27T16:11Z [--] followers, [--] engagements
"@ICannot_Enough got another anniversary for you. Unfortunately Mr. Skilling seems to be no longer with us"
X Link 2023-12-30T14:01Z [---] followers, [--] engagements
"@jtm612402 @mak3333 @itaisher @mehdirhasan And what do they expect the future to look like One where professors can publish papers freely that are full of plagiarism What is the point of even having these professors if they are not expected to do their own work"
X Link 2024-01-07T19:10Z [---] followers, [--] engagements
"@Gfilche I sold my GOOG from [----] and TSLA from [----] to buy NVDA in May 2023"
X Link 2024-01-07T22:53Z [---] followers, [--] engagements
"@Gfilche @Tesla @elonmusk We helped fund the destruction of the woke mind virus we helped accelerate the transition to sustainable transportation we sold 20% of our TSLA from [----] to buy NVDA last year. What else could you want"
X Link 2024-01-16T23:46Z [---] followers, [--] engagements
"@karpathy I pass all my LLM input through a Dolphin-GROK-BS-Detector to sanitize for that"
X Link 2024-01-17T01:56Z [---] followers, [--] engagements
"@downingARK ARKK has been selling NVDA. Are you guys just trying to lose investor's money or what"
X Link 2024-01-19T00:25Z [---] followers, [--] engagements
"@Plinz @paulg I think Elon operates with 2nd and 3rd order effects in mind. I understand the criticism of his original actions but I'm not sure those were unnecessary to achieve his intended results"
X Link 2024-01-29T11:40Z [---] followers, [---] engagements
"@Plinz A single transistor's output is limited as well but when you stack a bunch of them together you get something else entirely (from a human perspective at least). A similar progression will happen with AI"
X Link 2024-02-02T21:02Z [---] followers, [--] engagements
"@knowclarified At NVDA he gets access to compute for side projects without SAMA's approval"
X Link 2024-02-14T02:39Z [---] followers, [--] engagements
"Nvidia is going to buy Tesla"
X Link 2024-02-17T23:39Z [---] followers, [---] engagements
"@stevenmarkryan Nvidia is going to buy Tesla"
X Link 2024-02-17T23:42Z [---] followers, [--] engagements
"@WR4NYGov ARM existed in the 90s. RISK had obvious benefits then. Yet AWS A1 didn't ship until [----] Apple didn't start shipping the M1 until [----]. Give Sama [--] years and 7T then NVDA margins drop. But until then NVDA has a near monopoly on intelligence hardware"
X Link 2024-02-18T14:10Z [---] followers, [--] engagements
"@ylecun @CSProfKGD But how many people were trying to dunk on you on social media back then"
X Link 2024-02-21T01:49Z [---] followers, [--] engagements
"@UrbanKaoboy @f_helou @WallStCynic @jessefelder GlobalCrossing was a bubble because people thought the internet was like the railroad. But GOOG wasn't valuable because their hardware/fiber. It was their software/network effects. NVDA/TSLA actually are the railroads to humanoid robots/self driving cars"
X Link 2024-02-23T15:20Z [---] followers, [--] engagements
"@ChrisCamillo Non video inference is in extremely high demand and hardware ramp up takes years so all the AI hardware is dedicated to administrative/creative/coding tasks instead of video processing of walking around warehouses/factories which takes a ton of GPU cycles relative to logic"
X Link 2024-02-27T00:13Z [---] followers, [---] engagements
"@dwarkesh_sp @demishassabis Really smart people have a hard time accepting that intelligence is emergent and that human intelligence isn't general but specialized and occupies small percentage of the latent space of all intelligence"
X Link 2024-02-27T00:53Z [---] followers, [--] engagements
"@AravSrinivas Snowflake never had a moat or tech that AWS/GCP wouldn't copy easily. I'm saying this also as a fan of Slootman he is very good at what he does. Retail investors that are still holding SNOW not so much"
X Link 2024-02-29T01:16Z [---] followers, [---] engagements
"@DeeperThrill @ESYudkowsky The doomers are moving the goal posts since we are still alive and they predicted that we all would be dead at this point"
X Link 2024-03-05T12:35Z [---] followers, [--] engagements
"@Gfilche @jamesjsphk @mainstreetfd I rolled by GOOG [----] shares and 1/2 of my TLSA shares into NVDA over the past year for the following reason"
X Link 2024-03-05T12:55Z [---] followers, [--] engagements
"@Gfilche It should be though right Until you hear that everyone is fired and all their suppliers have halted production they are on the hook for spending that money"
X Link 2024-03-05T22:38Z [---] followers, [---] engagements
"@tylercowen AI increases productivity by 10% the banks will print and inflate money supply by 10%. Inflation will appear to be low in aggregate but the individual components will stratify"
X Link 2024-03-27T12:08Z [---] followers, [--] engagements
"@downingARK @databricks @NaveenGRao @DbrxMosaicAI Its crazy that you guys sold NVDA. The demand for their products goes up dramatically as the usefulness of the models increase"
X Link 2024-03-27T16:04Z [---] followers, [---] engagements
"@altcap I don't trust Wall St. How do we know if they are backing companies that juiced the metrics over the past [--] years to unload on the unsuspecting public"
X Link 2024-04-11T23:46Z [---] followers, [---] engagements
"@Nedsir1 @Tesla_AI Yes but the trigger for building these small finetunes is that there have been interventions recently. And statistically these problem areas don't change often relative to the number of cars going through them"
X Link 2024-04-13T20:37Z [---] followers, [--] engagements
"@chazman The trigger for nav avoiding a situation will not be the count of fatalities at a location over [--] years but frequency of FSD causing an unsafe situation at a similar environment as detected by the auto labeler. That is how Tesla will be able to self insure the service"
X Link 2024-04-14T20:09Z [---] followers, [---] engagements
"The quickest way to go live with a Robotaxi fleet is to use HW5 with a Model Y that takes advantage of the better cameras/computer. Deploy [----] of those to AZ/TX/FL where permits are easy to get. Then use those successful pilots to get approval in other areas and ramp up. While that is happening the Van and Compact production lines get built"
X Link 2024-04-16T23:14Z [---] followers, [---] engagements
"@paulg Speaking of [----] I sold my [----] GOOG stock to buy NVDA in May [----] because there are a lot of physical details that have to ALL be better than NVDA to beat NVDA. Even if that wasn't true the that demand for compute is going to go up so fast anyone building it will do OK"
X Link 2024-04-17T11:20Z [---] followers, [--] engagements
"@paulg @JeffMcSweeny BTC was specifically created to take power away from federal governments. No one should be surprised how the CCP and the SEC have responded"
X Link 2024-04-18T12:20Z [---] followers, [--] engagements
"@PandoXiloscient Intelligence isn't [--] dimensional. It is [----] dimensions but humans have evolved to only see it collapsed into a scalar of how helpful or harmful it is to our survival. FSD 12.3.4 is a better driver than 40% of people but we ignore that because it doesn't collapse to that scalar"
X Link 2024-04-19T14:23Z [---] followers, [---] engagements
"@bgurley Zuck is an opportunist. A good one but he's not a technologist. He is copying the idea of OpenAI just like how he copied the idea for Facebook. On the hopes that OpenAI will open up other markets for him to dominate. He would have closed it like Sama did if he understood"
X Link 2024-04-20T19:07Z [---] followers, [----] engagements
"@BradPorter_ @FredaDuan Look at what Tesla does with Megapack construction costs in [----]. They will be using robots in the factories and FSD for logistics. Cheap battery storage makes solar/wind cheap"
X Link 2024-04-21T12:02Z [---] followers, [---] engagements
"@Austen That is what these kids are paying for though. You can get an education on Youtube. The tuition payments are for self directed daycare for adults"
X Link 2024-05-03T16:08Z [---] followers, [---] engagements
"@elonmusk No problems from E-trade"
X Link 2024-05-04T19:16Z [---] followers, [---] engagements
"@sama AI makes their degrees worthless. Humans care a lot about their state in the social hierarchy"
X Link 2024-05-04T20:04Z [---] followers, [----] engagements
"@alojoh All that matters is inference demand"
X Link 2024-05-07T17:45Z [---] followers, [---] engagements
"@iamgingertrash "The economy" doesn't measure deflation. Everyone has a $100M supercomputer in their pocket by [----] standards. But most people do not have a net worth of 100M by economic stats"
X Link 2024-05-07T21:57Z [---] followers, [---] engagements
"@NPCollapse Do doomers have a plan for [----] when models are generally intelligent by any reasonable definition Move the goal posts "That isn't REAL AGI" Pivot to speculation about rogue state secret actions"
X Link 2024-05-08T18:53Z [---] followers, [--] engagements
"@pmarca @bhorowitz Can you explain PG's refragmentation essay and it's application to the potential latent spaces opened up by AI"
X Link 2024-05-08T18:59Z [---] followers, [--] engagements
"@realGeorgeHotz @mmirman @comma_ai A supervisor reasoning LLM can keep track of state compress history and direct the next steps forever. The usefulness increase with scale"
X Link 2024-05-12T20:44Z [---] followers, [--] engagements
"@knowclarified Yes but everyone else will catch up in [--] months. Which is why sama is projecting arrogance. He needs everyone to worship OAI so the he can compound his lead and make it [--] months then [--] months"
X Link 2024-05-13T00:53Z [---] followers, [--] engagements
"@222TwoTwentyTwo @Plinz Yeah if you could take GPT4 in a time machine and show it to anyone [--] years ago and tell them that it was created by new algorithmic breakthroughs 99% would agree it was AGI"
X Link 2024-05-13T18:19Z [---] followers, [---] engagements
"@elonmusk @shaunmmaguire Yeah but think about the pizza delivery speed possible as well"
X Link 2024-05-13T19:56Z [---] followers, [--] engagements
"@BasedBeffJezos The whole HER thing is a distraction. They could have released a sexy voice [--] years ago. This model is 50% better than Opus. It is [---] but they don't want to label it. They just want to gradually lead everyone into AGI"
X Link 2024-05-14T00:18Z [---] followers, [---] engagements
"@CernBasher @Zed18978371 Yes but protocols are only useful if they are predictable. What if some days a HTTP GET returned a [---] and other days it returned a [---] based on unpredictable market forces BTC has the same problem. GIT is a much better solution to a distributed chain ledger"
X Link 2024-05-14T13:37Z [---] followers, [--] engagements
"@karpathy Vision Pro is Joi"
X Link 2024-05-14T13:41Z [---] followers, [--] engagements
"@Zed18978371 @CernBasher The price isn't predictable it can go down or up 5% a day. Why would I use that as a protocol the way I use http I understand it is possible to make money speculating on the price much like beanie babies but this thread was about how it is a protocol like http"
X Link 2024-05-14T19:19Z [---] followers, [--] engagements
"@Zed18978371 @CernBasher Internet growth was bottlenecked by hardware costs and physical infrastructure. What is the bottleneck causing most people to not use BTC with the exception of speculating on the price going up Education isn't an answer everyone saw Matt Damon promoting it"
X Link 2024-05-14T20:16Z [---] followers, [--] engagements
"It is ironic you are using the internet as an example because I was very bullish on the internet. I've also been very bullish on AI. Both of those things have turned out to be very impactful technologies that generate value outside of speculation (Obviously was a speculative bubble but GOOG META etc. were not) All I have seen from BTC over the past [--] years people condescendingly claiming that I don't understand and that transactions/microtransaction/logistics/security identity will be common use cases for BTC. My bet that is in [--] years AI will become a much bigger part of every day lives"
X Link 2024-05-15T11:32Z [---] followers, [--] engagements
"@ESYudkowsky "who are right" much like the people who said Covid was from a wet market "were right""
X Link 2024-05-15T22:54Z [---] followers, [---] engagements
"@kimmonismus Yes and the claim that Jan didn't get enough compute will be a whole "Gosh I'm sorry if that happened I've just been so busy and I get so many requests for compute if that did happen it wasn't intentional""
X Link 2024-05-17T21:24Z [---] followers, [---] engagements
"@moreisdifferent Personally my confidence in my predictions is based on past performance in predictions. Obviously that isn't perfect predictor it could have been dumb luck that I bought GOOG in [----] TSLA in [----] and NVDA in 2023"
X Link 2024-05-18T02:32Z [---] followers, [--] engagements
"On the one hand he is right. We cannot create a robot cat brain much less a robot human brain even when we can simulate a cat in the near future it will require 10000x the energy and still not be perfect. On the other hand the capabilities in [----] will be much greater than today. Which will have significant impact to the world"
X Link 2024-05-18T19:58Z [---] followers, [---] engagements
"@adcock_brett Was this demo fully autonomous"
X Link 2024-05-19T00:39Z [---] followers, [---] engagements
"@garyblack00 Have you repurposed the Excel Spreadsheet you used to calculate that RIVN was a buy at $78 into a calculation that millions of Tesla's gathering data isn't an advantage"
X Link 2024-05-19T14:11Z [---] followers, [--] engagements
"@tmamut @liron @ylecun No one said the risk is zero. The possibility of someone using the internet to hack governments and start a nuclear war isn't zero. Yet here you are using it"
X Link 2024-05-20T11:00Z [---] followers, [--] engagements
"@ESYudkowsky Is this victory for the accels You admit AGI existing and deciding to kill us isn't the risk The risk is society achieving the same thing it has achieved with Nukes (defense and deterrence)"
X Link 2024-05-20T18:30Z [---] followers, [--] engagements
"@IterIntellectus Ironically capitalism turned out to be pretty good at socialism"
X Link 2024-05-20T20:44Z [---] followers, [--] engagements
"@yacineMTB @elonmusk Or we could lean into this. Turn off the screen savers and play naked old men videos. Let them absorb that into their model"
X Link 2024-05-20T23:41Z [---] followers, [----] engagements
"@DrKnowItAll16 An advanced Neuralink will be just like the Matrix. Why would anyone go through the process of building a robot when you can just jack into the Matrix"
X Link 2024-05-21T11:45Z [---] followers, [--] engagements
"@Liv_Boeree The good news is that he is also not being candid about the lead OpenAI has. Even if he did have a lead Satya and Jensen can shut him down anytime the want"
X Link 2024-05-21T21:40Z [---] followers, [--] engagements
"Yes Sam did ad-hominem a attack there. But to be specific Eliezer has admitted he is predicting a conclusion without predicting how we will get there. It is a moving goal post of "Well this isn't REAL AGI or REAL ability to plan". GPT-6 will be 100x humans abilities in many domains and we will still be hearing about how "that doesn't count" from the doomers"
X Link 2024-05-21T22:57Z [---] followers, [--] engagements
"@NaveenGRao If executives didn't read or approve those documents what other docs did they not read or approve Who is their SOC [--] auditor"
X Link 2024-05-22T23:32Z [---] followers, [--] engagements
"@kdkeck @ESYudkowsky Sounds good. Lets circle back in [--] months and see how that prediction holds up"
X Link 2024-05-24T01:32Z [---] followers, [--] engagements
"@ajtourville It was relatively good. What movie released in the past [--] months was better"
X Link 2024-05-26T02:04Z [---] followers, [---] engagements
"@ajtourville Oppenheimer was good. But just like Her Alex has again given the audience a way to feel what is possible"
X Link 2024-05-26T02:19Z [---] followers, [--] engagements
"@krasmanalderey @kimmonismus Yes that is my point. Many people will continue to use human labor because all they care about is social status. They don't care about effectiveness"
X Link 2024-05-27T12:12Z [---] followers, [--] engagements
"@ylecun @how_many_roads_ @elonmusk That is like saying you like having an attractive and fit spouse but dislike when they bring up the fact that you never exercise. Someone that is that dedicated to a goal is going to have little respect for the naysayers that do nothing of value"
X Link 2024-05-27T16:00Z [---] followers, [---] engagements
"@jhall He was right in that he helped retail understand how wall st thinks. "Collect MGMT fees and blame others when you do a bad job""
X Link 2024-05-27T18:17Z [---] followers, [---] engagements
"@krasmanalderey @kimmonismus Yes but there are plenty of luxury brands that look worse than non luxury brands. Just having a Kanye designed shoe is valuable to a lot of people"
X Link 2024-05-27T18:30Z [---] followers, [--] engagements
"@kizaryu_ Neither is OpenAI. They don't have enough inference hardware. Same as SORA"
X Link 2024-06-02T13:26Z [---] followers, [--] engagements
"@tegmark They can just ignore those agreements. Tell OpenAI in writing that you will not be honoring the contract because you believe that it is in violation of the charter of the organization"
X Link 2024-06-05T11:45Z [---] followers, [--] engagements
"@alojoh @losthorizen Yeah my main mistake with TSLA was not thinking about when I would sell. This time with NVDA I've started thinking about when I will sell. I'm thinking 5k or whenever the Gary Blacks of the world put out PTs 30+% higher than the current price"
X Link 2024-06-05T21:31Z [---] followers, [--] engagements
"@28delayslater @TeslaLarry Luckily things are moving very fast now. In two years FSD and Optimus will either have added 2T to the market cap proving that "another CEO" wouldn't be better or they will have failed to do that proving that some MBA from another company would have been fine"
X Link 2024-06-06T22:58Z [---] followers, [--] engagements
"@_jamico If AI lives up to 20% of the hype that this chart implies the Robots will build either hydro solar wind fusion battery plants to 5x energy. If AI does not live up to the hype we will not need the energy"
X Link 2024-06-07T01:39Z [---] followers, [---] engagements
"@shivon I sold 100% of my GOOG [----] shares and 50% of my TSLA 2014-2019 shares and put them into NVDA last year. Because of this TSLA situation my biggest fear is that activists decide that someone who actually delivered real value has too much money and they then destroy the company"
X Link 2024-06-08T20:43Z [---] followers, [---] engagements
"@yashevde Respect. Everyone is so short sighted it seems like there is no concept of giving people credit for correct predictions of trends"
X Link 2024-06-08T23:12Z [---] followers, [--] engagements
"@hassantsyed @yashevde Correct. The guy at Facebook that perfected making [--] year old girls depressed and addicted to Instagram will be remembered"
X Link 2024-06-08T23:15Z [---] followers, [--] engagements
"@teslaeconomist Some of us made millions off of Elon's hard work at Tesla. I don't think Elon forced you into margin and options trading. You only have yourself to blame for that"
X Link 2024-06-10T01:08Z [---] followers, [--] engagements
"@awilkinson It depends on what you mean by fast. [--] years from now FSD of today will be able to be replicated for 100k. [--] years from now BMW/Waymo will not be delivering cheaper and better AI systems"
X Link 2024-06-10T01:10Z [---] followers, [----] engagements
"Yes that is the definition he is using. AGI would be able to read Wikipedia and then drive a car with zero car driving experience. And he would be correct that it would be more general than what we have today. But that is irrelevant because we care much more about the abilities than the training efficiency"
X Link 2024-06-10T19:51Z [---] followers, [--] engagements
"@altryne Sama invested YC funds into OAI while he was CEO of YC and the Board Members of YC didn't know that until last week. Elon isn't crazy to not trust Sama"
X Link 2024-06-11T10:51Z [---] followers, [----] engagements
"@RyanTanaka3 This is why I sold only 50% of my TSLA last year and put it into NVDA. I'm not betting against Elon. It was just that NVDA was insanely undervalued"
X Link 2024-06-14T21:27Z [---] followers, [--] engagements
"Like Sam Altman said chips are the new currency. But to be more specific it is systems of chips which only NVDA can do. Everyone else is trying to catch up what you are hearing from them is optimistic projections. So you are seeing people realize that owning non chip assets like T-Bills and other stocks are risky since they are not the currency of the future. Sales in [----] are not super relevant to the price of the stock in [----] but I do expect those to be very good and the guidance about [----] to be very good as well"
X Link 2024-06-19T13:42Z [---] followers, [--] engagements
"@ID_AA_Carmack As an Engineer who has made 80% of my income from buying GOOG in [----] TSLA in 2014-2019 and then rolling that into NVDA in [----] I have MUCH more respect for you being a 100x better engineer than me than any investor regardless of how much better they are than me"
X Link 2024-06-19T21:37Z [---] followers, 32.6K engagements
"@trekkinglemon Claude tells you what the problem is"
X Link 2024-06-22T15:01Z [---] followers, [--] engagements
"@MarketofKing @pbeisel @GuyDealership https://www.mckinsey.com/de/news/presse/settlement-funds https://www.mckinsey.com/de/news/presse/settlement-funds"
X Link 2024-06-24T23:58Z [---] followers, [--] engagements
"@MarketofKing @pbeisel @GuyDealership Sorry I didn't realize that the company had different CEOs and other execs over for cyber and pharma"
X Link 2024-06-25T00:20Z [---] followers, [--] engagements
"@ScottAdamsSays What are the stats on life expectancy of dudes that lead [--] women on at the same time"
X Link 2024-06-25T00:32Z [---] followers, [--] engagements
"@MarketofKing @pbeisel @GuyDealership Who do you think is responsible for the opioid crisis The CEO of the company that made the drugs has no responsibility"
X Link 2024-06-25T01:48Z [---] followers, [--] engagements
"@dwarkesh_sp "These are visual puzzles similar to IQ tests. Iterate on [--] different ways of solving these in 2-5 steps. Then try combinations of the best approaches of the top [--] of the [--]. Take the best result of that and look for minor optimizations" This should work in 6-15 months"
X Link 2024-06-28T19:18Z [---] followers, [--] engagements
"@seanlinehan Yes but when it can do that it can also do things that have a very high economic value which drives the demand for training and inference much higher. Are the MBAs and Wall St. guys going to wait [--] years for Intel/AMD/Startups to deliver hardware or will they pay the NVDA tax"
X Link 2024-06-28T20:00Z [---] followers, [--] engagements
"@spatialweeb @lightleviathan1 My main problem with it is that it relies on unknown inputs from your visual cortex. When you "solve" it as a human you can't really know how much of it was due to your visual cortex sending you patterns that you then reason on top of as compared to pure reasoning"
X Link 2024-07-01T11:19Z [---] followers, [--] engagements
"@hlntnr Given the risks of unelected government workers being pawns in a regulatory capture scheme isn't this good news Shouldn't we at least know the reason China cures cancer and we don't"
X Link 2024-07-01T17:34Z [---] followers, [--] engagements
"@TeslaPatriot @greggertruck If the car couldn't switch between D and R wouldn't you say it "will not change gears" I have not heard anyone say "It will not switch polarity""
X Link 2024-07-06T22:14Z [---] followers, [---] engagements
"In the 90s finance was a top factor in the success of companies. IBM is a good example of this. The way they got out of hardware in favor of high margin services did increase earrings. Today engineering is the top factor in the success of companies. It is understandable that finance guys are sad and angry that the world has changed and their expertise is no longer such a big deal"
X Link 2024-07-10T13:53Z [---] followers, [--] engagements
"His only problem is his own ego. I guarantee he either has a forgivable loan or took equity out in [----]. His ego is stopping him from telling the board he will resign in December and will be available to help with the transition [--] hours a week until then promote the COO to Interim CEO and he is free to enjoy life"
X Link 2024-07-10T14:31Z [---] followers, 12.4K engagements
"Thank you for letting us know that Elon's motives may not be as pure as he claims they are. This was clearly a fact finding mission and you had no motives other than getting to the truth without bias. Any chance you could do the same for the NYT Or are they just so obviously unbiased that it isn't worth researching"
X Link 2024-07-12T15:34Z [---] followers, [----] engagements
"@sebkrier Just buy NVDA it makes those people way less annoying"
X Link 2024-07-18T08:51Z [---] followers, [--] engagements
"@EricNewcomer Late stage is the safest bet. It is free money. That is why Wall St. was so upset when GOOG did a public auction in 2004"
X Link 2024-07-19T09:28Z [---] followers, [--] engagements
"We can just transition off the dollar it isn't a big deal. The people claiming it is a big deal have salaries or assets tied to the USD being a useful currency. The USD being backed only by the military and BTC being only backed by a consensus network isn't ideal. A compute credit based currency is backed by something useful"
X Link 2024-07-23T10:37Z [---] followers, [--] engagements
"@arctechinc @heyitsyashu No one says you have to accept it. You shouldn't you should buy GM or Rivian or whatever you like instead don't buy products from companies that don't meet you expectations"
X Link 2024-07-25T18:03Z [---] followers, [--] engagements
"@p_ferragu There is a huge number of people in finance that have little understanding of technology and they are scared that if they don't get out of AI they will end up being the guy that bought Enron or Yahoo at the top"
X Link 2024-07-30T22:48Z [---] followers, [---] engagements
"@alojoh @CalNgT Yes it feels weird saying this but the best way to think about inference demand is infinity. But it aligns with being a currency. What is the demand for dollars Probably higher than what I would guess so infinity is the only way to not underestimate"
X Link 2024-07-31T16:36Z [---] followers, [--] engagements
"@shai_machnes @thejefflutz @nvidia What to you mean by "the entire industry" Cloud will be the only customer"
X Link 2024-07-31T18:02Z [---] followers, [--] engagements
"@Noahpinion @PeterSchadenbe2 That is incorrect. Maybe some Wall St. dudes were negative on the Internet but actual people that understood technology knew what was coming. And AI is going to be way bigger than the Internet"
X Link 2024-08-01T09:36Z [---] followers, [--] engagements
"@mikeknoop This is a great addition to the conversation. This most likely ends with the test being solved but people say the solution wasn't "real AGI". Kind of like the current status of the turing test"
X Link 2024-08-01T21:44Z [---] followers, [--] engagements
"@_xjdr I bought GOOG in [----] and sold in [----] because of the woke cultural capture and to buy NVDA. I'm expecting them to fail. They would need to fire 70% and reset the culture AND spin search out into another company that they would expect to die"
X Link 2024-08-02T21:18Z [---] followers, [---] engagements
"Things are different this time. It took AMZN [--] years to get back to its dotcom bubble price. It took a long time to build out the physical and cultural changes for retail purchases to go online allowing AMZN to fulfill its revenue expectations set during the bubble. Just [--] years ago the investing and technology "experts" were talking about crypto completely oblivious to what AI would be capable of today. If this time isn't different one needs to explain why progress stops or greatly slows. Im not saying Nvidia and others in the AI boom are good or bad investments or should be compared to"
X Link 2024-08-03T15:07Z [---] followers, [---] engagements
"@atroyn The problem I see with it is that it implies that ASML didn't start a plan toward ramping their production to 2k/year [--] months ago"
X Link 2024-08-04T19:27Z [---] followers, [----] engagements
"@chamath @PGelsinger When God closes a SPAC door he opens an acquisition door"
X Link 2024-08-05T14:27Z [---] followers, [----] engagements
"@ID_AA_Carmack You wouldn't dig a tunnel through a mountain with spoons even if you had free labor and free spoons"
X Link 2024-08-05T21:44Z [---] followers, [----] engagements
"@CernBasher @imPenny2x Look at Tesla's balance sheet. There is a reason Elon leaves cash mostly in USD and Equivalents"
X Link 2024-08-05T22:47Z [---] followers, [--] engagements
"@slow_developer @OpenAI Sam has no moat and is now getting it via Regulatory Capture. These guys would rather build products than be part of an Oracle style company"
X Link 2024-08-06T14:19Z [---] followers, [---] engagements
"@pronounced_kyle @findmyke How can someone be a fan of space and not be a fan of SpaceX"
X Link 2024-08-07T21:52Z [---] followers, [---] engagements
"It is more of a leveraged buyout or payday loan tactic. He takes some of the payout for winning the Math Olympics now months before it actually happens and has to repay the interest with loss of reputation but that reputation has already been leveraged on other initiatives so he still comes out ahead"
X Link 2024-08-08T14:58Z [---] followers, [--] engagements
"@DrKnowItAll16 @sama Open AI has no moat. This is just hype and PR. The bitter lesson applies to inference. Maybe OpenAI has a great demo in the next couple months but Flux Vision is already better than SORA but all inference constrained"
X Link 2024-08-11T13:33Z [---] followers, [---] engagements
"@garyblack00 @farzyness You're both wrong. The value of FSD isn't in a fleet but in becoming a required luxury good of the "Taylor Swift Concert Class". The people that pay $1.5k for concert tickets to keep up with the neighbors will also pay $3k/year to not have to drive their own car themselves"
X Link 2024-08-11T14:14Z [---] followers, [---] engagements
"@deedydas @notengoprisa So do the opposite with the Flux image upscale it with overlapping tiles then run it through a smoother layer"
X Link 2024-08-11T17:30Z [---] followers, [----] engagements
"@iruletheworldmo AGI was here all along. It is just a matter of linking multiple complementary intelligences together in a feedback loop"
X Link 2024-08-11T20:42Z [---] followers, [---] engagements
"@Grady_Booch This is why I say AGI was here at AlphaZero. You can say "That wasn't actually General" but that is what people are saying about GPT4 today too. And they will say it again at Claude4 and Claude5. AlphaZero was general and intelligent "enough" to draw a line"
X Link 2024-08-11T23:35Z [---] followers, [---] engagements
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