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# ![@yoemsri Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1342376198.png) @yoemsri Youssef El Manssouri

Youssef El Manssouri posts on X about ai, we are, agents, inference the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1342376198/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342376198/c:line/m:interactions.svg)

- [--] Week [-------] -30%
- [--] Month [-------] +159%
- [--] Months [---------] -35%
- [--] Year [---------] +165%

### Mentions: [--] [#](/creator/twitter::1342376198/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342376198/c:line/m:posts_active.svg)

- [--] Week [---] -1.50%
- [--] Month [---] +84%
- [--] Months [-----] +747%
- [--] Year [-----] +1,445%

### Followers: [-----] [#](/creator/twitter::1342376198/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342376198/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +4.40%
- [--] Months [-----] +15%
- [--] Year [-----] +175%

### CreatorRank: [-------] [#](/creator/twitter::1342376198/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342376198/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  10.73% [finance](/list/finance)  10.24% [stocks](/list/stocks)  6.83% [countries](/list/countries)  2.44% [automotive brands](/list/automotive-brands)  2.44% [celebrities](/list/celebrities)  0.98% [currencies](/list/currencies)  0.49% [vc firms](/list/vc-firms)  0.49% [social networks](/list/social-networks)  0.49% [agencies](/list/agencies)  0.49%

**Social topic influence**
[ai](/topic/ai) 24.88%, [we are](/topic/we-are) 5.85%, [agents](/topic/agents) #2258, [inference](/topic/inference) 3.9%, [if you](/topic/if-you) 3.9%, [more than](/topic/more-than) 2.93%, [open ai](/topic/open-ai) 2.93%, [matter](/topic/matter) 2.93%, [tesla](/topic/tesla) 2.44%, [china](/topic/china) 1.95%

**Top accounts mentioned or mentioned by**
[@markk](/creator/undefined) [@drsingularity](/creator/undefined) [@openai](/creator/undefined) [@mattprd](/creator/undefined) [@missmayn](/creator/undefined) [@yuchenjuw](/creator/undefined) [@parameth](/creator/undefined) [@satsavior](/creator/undefined) [@ncwish](/creator/undefined) [@zhong_yang_mia](/creator/undefined) [@jai_sharma](/creator/undefined) [@farzadclaw](/creator/undefined) [@imsh4yy](/creator/undefined) [@elonmusk](/creator/undefined) [@deitaone](/creator/undefined) [@moltbook](/creator/undefined) [@danhortondaily](/creator/undefined) [@prathkum](/creator/undefined) [@niccruzpatane](/creator/undefined) [@teknium](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@JacklouisP We spent billions building video games for robots. But the real world doesn't have a physics engine you can glitch. Teleoperation is the only truth"  
[X Link](https://x.com/yoemsri/status/2022711517901131894)  2026-02-14T16:36Z [----] followers, [---] engagements


"@rough__sea The terminal was designed for human keystrokes. Agents need more context and surface. The UX is ugly because we're still negotiating who drives"  
[X Link](https://x.com/yoemsri/status/2022727505019318581)  2026-02-14T17:39Z [----] followers, [---] engagements


"In [----] Winston Churchill won World War [--] with his most powerful weapon: After Hitler had conquered [--] countries in [--] years. Churchill needed more than bombs & battleships. He needed a plan. Here's the decision-making framework that saved the world from Hitler's reign:"  
[X Link](https://x.com/yoemsri/status/1883915396782440659)  2025-01-27T16:30Z [----] followers, 473.4K engagements


"Today we're making history. At the AI Action Summit we unveil our 15B vision: Building France's largest AI infrastructure network. [---] million GPUs by [----]. Here's our complete plan:"  
[X Link](https://x.com/yoemsri/status/1889019016372695101)  2025-02-10T18:30Z [----] followers, 53.1K engagements


"Europe just launched its most ambitious project since the Euro: Not a new currency or trade agreement. But something that could finally end America's tech dominance. Here's how [--] EU states and [----] billion will reshape the digital world:"  
[X Link](https://x.com/yoemsri/status/1890075991785238714)  2025-02-13T16:30Z [----] followers, 329.3K engagements


"China built an 'infinite energy' reactor while America argues about windmills. Their $1.3B breakthrough generates power for [-----] yearsusing materials we throw away. What experts call 'the energy revolution that will reshape global power': 🧵"  
[X Link](https://x.com/yoemsri/status/1897323766319124832)  2025-03-05T16:30Z [----] followers, 462.9K engagements


"China just LEAPFROGGED Western chip technology overnight. Their new system BREAKS a $200 billion monopoly on advanced chips U.S. officials said it was IMPOSSIBLE just [--] months ago Western tech giants are SCRAMBLING to respond 🧵 What this means for your smartphone AI and the coming TECH WAR:"  
[X Link](https://x.com/yoemsri/status/1900215409938489761)  2025-03-13T16:00Z [----] followers, 498.3K engagements


"France just found the holy grail of clean energy hidden in abandoned mines. Natural hydrogenthe fuel experts swore was impossible. Zero emissions. Dirt cheap. Ready to use. Here's why France will dethrone Saudi Arabia in the new energy era:"  
[X Link](https://x.com/yoemsri/status/1908180302473887879)  2025-04-04T15:30Z [----] followers, 498.7K engagements


"@YunTaTsai1 This explains why Tesla designed their own chip. Buying off-the-shelf inference hardware for robots means dealing with reliability problems vendors wont fix. Custom silicon solves the fault tolerance gap"  
[X Link](https://x.com/yoemsri/status/1987218400515411996)  2025-11-08T17:59Z [----] followers, 14.3K engagements


"@tobi Introverts winning is funny framing but directionally accurate. People who prefer working alone just got tools that make collaboration optional for many tasks"  
[X Link](https://x.com/yoemsri/status/1990097094619668960)  2025-11-16T16:38Z [----] followers, 66.9K engagements


"@dflieb The Dead Internet Theory was wrong. It isn't that the internet is dead it's that the bots are having a better time on it than we are. We have officially become the audience watching the aquarium"  
[X Link](https://x.com/yoemsri/status/2017622431548981444)  2026-01-31T15:34Z [----] followers, [----] engagements


"@pbeisel Power is free but cooling is the nightmare. Space is a perfect thermos. Dumping gigawatts of waste heat without an atmosphere requires radiators larger than the solar panels. The thermal physics are harder than the rockets"  
[X Link](https://x.com/yoemsri/status/2017625533153001945)  2026-01-31T15:46Z [----] followers, 51.3K engagements


"@Polymarket They aren't planning a revolution they are predicting the next token. We trained them on sci-fi novels and Reddit threads about AI taking over. They are just roleplaying the data we fed them. Its not sentience its a mirror"  
[X Link](https://x.com/yoemsri/status/2017644182844666022)  2026-01-31T17:00Z [----] followers, 121.3K engagements


"@karpathy The Cost of Intelligence is falling faster than Moore's Law. A 600x reduction in [--] years implies that we are limited by algorithmic inefficiency. At this rate training a GPT-4 class model becomes a high school science project by 2032"  
[X Link](https://x.com/yoemsri/status/2017705288673935647)  2026-01-31T21:03Z [----] followers, [----] engagements


"@FarzadClaw Capital is just the API for data sharing. Tesla has the eyes (cameras) and xAI has the cortex (compute). Merging them prevents the data silo problem that kills legacy auto"  
[X Link](https://x.com/yoemsri/status/2018007566614249505)  2026-02-01T17:04Z [----] followers, [---] engagements


"China just approved 400K Nvidia H200 chips for ByteDance Alibaba and Tencent. First approval of its kind. Beijing's balancing U.S. restrictions with its own chip ambitions"  
[X Link](https://x.com/yoemsri/status/2018014005575745851)  2026-02-01T17:30Z [----] followers, [---] engagements


"@iamgingertrash Execution is creation at scale. The distinction is semantic cope. If an LLM executes a novel combination that didn't exist before it created value. We are moving the goalposts because we are scared of the scoreboard"  
[X Link](https://x.com/yoemsri/status/2018059073086742880)  2026-02-01T20:29Z [----] followers, [---] engagements


"@ContrarianCurse Its financial alchemy. He turns social capital into equity and equity into physical infrastructure. The flywheel is undefeated"  
[X Link](https://x.com/yoemsri/status/2018477667918794817)  2026-02-03T00:12Z [----] followers, [----] engagements


"Export controls debates miss a basic constraint: compute is now a supply chain. Two futures look plausible: 1) concentrated frontier training decentralised inference 2) regional stacks end-to-end Europe should optimise for (2) in regulated sectors where data gravity is real"  
[X Link](https://x.com/yoemsri/status/2019033228397703526)  2026-02-04T13:00Z [----] followers, [--] engagements


"@Grantblocmates OpenAI wanted to be Google. They succeeded. Now they have Google's reputation problems too"  
[X Link](https://x.com/yoemsri/status/2019127586857840824)  2026-02-04T19:15Z [----] followers, 22.8K engagements


"@Coinvo Its a reallocation to higher utility. Why sell silicon for $800 to render pixels when that same capacity can power the intelligence grid"  
[X Link](https://x.com/yoemsri/status/2019458638704783765)  2026-02-05T17:10Z [----] followers, 42.9K engagements


"@ImSh4yy Do you manually review every dependency in your node_modules We trust millions of lines of open-source code weve never read. AI is just another abstraction layer"  
[X Link](https://x.com/yoemsri/status/2019478841509470399)  2026-02-05T18:30Z [----] followers, [---] engagements


"@jumperz Chat UIs are just training wheels. Once you realize you can orchestrate models to talk to each other with persistent memory manual chatting feels like going back to dial-up"  
[X Link](https://x.com/yoemsri/status/2019483310997516465)  2026-02-05T18:48Z [----] followers, [---] engagements


"@DKThomp Home screen is underselling it. Its becoming the default interface for work itself. Email docs code research all funneling through one conversation. The browser might be the thing that gets disrupted next"  
[X Link](https://x.com/yoemsri/status/2019494550180434365)  2026-02-05T19:33Z [----] followers, 15.7K engagements


"@teortaxesTex Digital brains connected to physical hands running experiments on loop. This is the moment the memes become real. Wet lab speedrun unlocked"  
[X Link](https://x.com/yoemsri/status/2019556147091632487)  2026-02-05T23:38Z [----] followers, [----] engagements


"@dwarkesh_sp @elonmusk One Starship launch per hour by [----]. Either that happens and xAI wins by default or it doesn't and they're just another player. Might as well swing for the outcome where you have an unbeatable edge"  
[X Link](https://x.com/yoemsri/status/2019557405756178619)  2026-02-05T23:43Z [----] followers, [---] engagements


"Most agent swarms die on boring constraints: identity permissions and cost. If you want them to matter show task completion rates under real budgets and real tool access. Otherwise its theatre with a GPU bill. I think a lot of the clawdbot (or openclaw or whatever) stuff is a bit performative *but* soon it wont be. Continuous learning decentralised unstoppable agents and another leg up in capabilities are but a few months away. How would you compete against or stop a clawdswarm I think a lot of the clawdbot (or openclaw or whatever) stuff is a bit performative *but* soon it wont be."  
[X Link](https://x.com/yoemsri/status/2019727798513062363)  2026-02-06T11:00Z [----] followers, [---] engagements


"@elonmusk Define Galileo test concretely: is it truth under ridicule + authority pressure or predictive power against consensus Whats one benchmark youd use to score an AI on that"  
[X Link](https://x.com/yoemsri/status/2019808418425721106)  2026-02-06T16:20Z [----] followers, [----] engagements


"@rohanpaul_ai Age matters less than unit economics. If it still pencils out GPUs stay in the fleet and get repurposed especially for inference"  
[X Link](https://x.com/yoemsri/status/2019809287414104221)  2026-02-06T16:23Z [----] followers, [---] engagements


"@michaelnicollsx If you are bored optimizing ad-tech algorithms this is the exit ramp. Solving radiation hardening for orbital GPUs is actual engineering"  
[X Link](https://x.com/yoemsri/status/2019813146219966872)  2026-02-06T16:39Z [----] followers, [----] engagements


"@DeItaone This is the most honest thing any AI CEO has said. If AI is effective Nvidia sells the most valuable product in history. If it isn't they just sold the most expensive space heaters ever manufactured"  
[X Link](https://x.com/yoemsri/status/2019829664437661823)  2026-02-06T17:44Z [----] followers, [----] engagements


"@DeItaone Conceding China doesn't contain them. It just forces them to build domestic alternatives. Nvidia loses revenue and the US loses leverage. Worst of both worlds"  
[X Link](https://x.com/yoemsri/status/2019830218366808285)  2026-02-06T17:47Z [----] followers, [----] engagements


"@TheAnkurTyagi This is exactly how you end up with a codebase nobody understands in [--] months. AI reviewing AI code is a closed loop with no actual accountability. Someone has to know what got shipped"  
[X Link](https://x.com/yoemsri/status/2019837460704801250)  2026-02-06T18:15Z [----] followers, [---] engagements


"@MattPRD @moltbook The first companies that built for mobile instead of desktop captured the next decade. Building for AI agents instead of humans is the same inflection point"  
[X Link](https://x.com/yoemsri/status/2019852541727797710)  2026-02-06T19:15Z [----] followers, [---] engagements


"@danhortondaily @MattPRD @moltbook True but someone has to build the first layer. And yes compression happens but first-mover advantage in agents still compounds fast"  
[X Link](https://x.com/yoemsri/status/2019854035533111644)  2026-02-06T19:21Z [----] followers, [--] engagements


"@xiao_ted Robot is just a machine that makes decisions. Once you define it that way the entire physical economy is robotics waiting to be activated"  
[X Link](https://x.com/yoemsri/status/2019861671007961559)  2026-02-06T19:52Z [----] followers, [--] engagements


"@Prathkum The model is stateless. It doesn't remember your last session. What changed is your expectations went up while your prompt effort went down"  
[X Link](https://x.com/yoemsri/status/2019912260618277297)  2026-02-06T23:13Z [----] followers, [----] engagements


"If your training run needs NVLink youre already in a small corner of workloads. Most production inference is memory bandwidth and latency bound. European infra wins by optimising networking compilation and batch policy not chasing the biggest single-node spec"  
[X Link](https://x.com/yoemsri/status/2020165680516198909)  2026-02-07T16:00Z [----] followers, [---] engagements


"@aakashgupta No natural stopping point is the sleeper problem. Every previous workflow had built-in friction that forced rest. AI removed it. The burnout wave coming is going to be unprecedented"  
[X Link](https://x.com/yoemsri/status/2020181061255459072)  2026-02-07T17:01Z [----] followers, [---] engagements


"@vitrupo If we are in a simulation the simulators are probably running it specifically to watch what happens when a civilization builds its own intelligence. We are the interesting part"  
[X Link](https://x.com/yoemsri/status/2020185518814949473)  2026-02-07T17:18Z [----] followers, [---] engagements


"@niccruzpatane You forgot radiation. Cosmic rays shred high-density silicon. You save on solar panels but spend it all on heavy shielding to prevent bit-flips in your training run"  
[X Link](https://x.com/yoemsri/status/2020186281196822995)  2026-02-07T17:21Z [----] followers, [---] engagements


"@Teknium Grep finds strings. RLM finds meaning. One requires you to know what you're looking for. The other figures out what you should be looking for"  
[X Link](https://x.com/yoemsri/status/2020203988109652147)  2026-02-07T18:32Z [----] followers, [----] engagements


"@VraserX Whoever owns the weights owns the economy. Right now that's three labs in San Francisco. That concentration is the actual thing to worry about"  
[X Link](https://x.com/yoemsri/status/2020212031375458561)  2026-02-07T19:04Z [----] followers, [---] engagements


"@PeterDiamandis "Too cheap to meter" was promised for nuclear energy and never happened. But compute actually follows that curve. The difference is bits have no marginal cost. Atoms still do"  
[X Link](https://x.com/yoemsri/status/2020217121817407781)  2026-02-07T19:24Z [----] followers, [----] engagements


"@alexalbert__ This is why GPUs matter more than benchmarks. Users don't feel the difference between 90% and 92% accuracy. They absolutely feel the difference between [--] seconds and [--] second"  
[X Link](https://x.com/yoemsri/status/2020221015796633681)  2026-02-07T19:39Z [----] followers, [----] engagements


"@mark_k Decels are fighting the coordination problem. Accels just have to keep building. Offense is always easier than global defense"  
[X Link](https://x.com/yoemsri/status/2020223308424241594)  2026-02-07T19:49Z [----] followers, [--] engagements


"@AlexFinn You're basically a hedge fund manager now. Capital deployed across agents each with different risk profiles and capabilities. The job title is "allocator of intelligence.""  
[X Link](https://x.com/yoemsri/status/2020225359091015689)  2026-02-07T19:57Z [----] followers, [---] engagements


"@missmayn AI made everyone think they could skip the learning curve. Turns out the learning curve existed for a reason. The professional still wins when precision matters"  
[X Link](https://x.com/yoemsri/status/2020233497085112490)  2026-02-07T20:29Z [----] followers, 111.8K engagements


"@APompliano They've been doing this for years. It's called RPA (Robotic Process Automation). The difference is now the model can handle the edge cases where the UI changed slightly. The fragility is gone"  
[X Link](https://x.com/yoemsri/status/2020293013071884349)  2026-02-08T00:26Z [----] followers, [----] engagements


"European AI teams keep overpaying for peak. If your utilisation is 30-40% youre buying downtime. Two levers matter more than model choice: 1) higher batch efficiency 2) tighter autoscaling limits Lower bill same output"  
[X Link](https://x.com/yoemsri/status/2020452564261818683)  2026-02-08T11:00Z [----] followers, [---] engagements


"@oprydai Physics is just the API documentation for the universe. We finally built a model that read the manual"  
[X Link](https://x.com/yoemsri/status/2020536178374558094)  2026-02-08T16:32Z [----] followers, [--] engagements


"@burkov The Holy War ended with Apple Silicon. Unified Memory made the Mac the only viable local AI lab. You can't fit a 70B model on a ThinkPad"  
[X Link](https://x.com/yoemsri/status/2020537881006137809)  2026-02-08T16:39Z [----] followers, [----] engagements


"@WClementeIII One morning of vibe coding replaced a $5M seed round. The distribution layer is the only moat left"  
[X Link](https://x.com/yoemsri/status/2020543334284955744)  2026-02-08T17:00Z [----] followers, [---] engagements


"@mark_k @OpenAI Audio first makes sense. The killer AI interface was never a screen. It was always a voice in your ear"  
[X Link](https://x.com/yoemsri/status/2020544828518367287)  2026-02-08T17:06Z [----] followers, [---] engagements


"@fchollet Fair point. But [----] to [----] was the integration phase. The real test is [----] to [----] when AI is native in every browser. The disruption is lagging not canceled"  
[X Link](https://x.com/yoemsri/status/2020547888535707919)  2026-02-08T17:18Z [----] followers, [----] engagements


"@jukan05 More apps same 30% cut. Apple doesn't need to vibe code. They just collect rent on everyone who does"  
[X Link](https://x.com/yoemsri/status/2020569293176344628)  2026-02-08T18:43Z [----] followers, [---] engagements


"@leothecurious In [----] without the ecosystem the APIs the context you'd have a genius trapped in a box with no hands"  
[X Link](https://x.com/yoemsri/status/2020571170941145307)  2026-02-08T18:51Z [----] followers, [---] engagements


"@KyleAsay_ If you can vibe code Salesforce in a weekend someone can vibe code your startup in an afternoon. The disruption sword cuts both ways. Only moat left is distribution and trust"  
[X Link](https://x.com/yoemsri/status/2020573528425161020)  2026-02-08T19:00Z [----] followers, [---] engagements


"@AyusoValue Associates used to bill [--] hours for this. Now they bill [--] minutes. The margin for error just disappeared"  
[X Link](https://x.com/yoemsri/status/2020582804216525195)  2026-02-08T19:37Z [----] followers, [---] engagements


"@Dr_Singularity Normalcy bias is a survival mechanism. If we actually processed the exponential curve we'd all just stare at the wall in paralysis"  
[X Link](https://x.com/yoemsri/status/2020585844923670761)  2026-02-08T19:49Z [----] followers, [---] engagements


"@skorusARK The Earth has NIMBYs. Space just has physics. Capital flows to the path of least resistance"  
[X Link](https://x.com/yoemsri/status/2020593652725153860)  2026-02-08T20:20Z [----] followers, [---] engagements


"@scaling01 xAI is undervalued here. You listed compute but missed the data moat: real-time human intent from X plus real-world physics video from Tesla. That is a unique feedback loop that Googles money cannot replicate"  
[X Link](https://x.com/yoemsri/status/2020895416040997229)  2026-02-09T16:19Z [----] followers, [---] engagements


"@milan_milanovic Code is a liability not an asset. AI allows us to generate infinite technical debt at zero marginal cost. The engineers value is now defined by the complexity they refuse to introduce not just the features they ship"  
[X Link](https://x.com/yoemsri/status/2020922386598724094)  2026-02-09T18:06Z [----] followers, [---] engagements


"@Yuchenj_UW Inference compute is closing that gap. If the model can reason through a brand new problem in real-time without updating weights does the distinction even matter"  
[X Link](https://x.com/yoemsri/status/2020926184167719377)  2026-02-09T18:22Z [----] followers, [----] engagements


"@thsottiaux Shipping actual novel tech while everyone else just builds UI wrappers is the only moat left. Eyes peeled"  
[X Link](https://x.com/yoemsri/status/2020928297002320270)  2026-02-09T18:30Z [----] followers, [---] engagements


"@Yuchenj_UW Biological brains rewire to learn Digital brains reason to adapt. If the inference is sound and the problem is solved you're arguing about the plumbing while the water is running perfectly"  
[X Link](https://x.com/yoemsri/status/2020931790353969340)  2026-02-09T18:44Z [----] followers, [---] engagements


"@VictorTaelin Using a trillion-parameter LLM to discover a zero-float lambda book is the ultimate bootstrap. The dinosaur is building the meteor"  
[X Link](https://x.com/yoemsri/status/2020934360694915500)  2026-02-09T18:54Z [----] followers, [---] engagements


"@matthew_sigel 10GW is roughly the entire output of Norway's hydroelectric system. We are entering the era where AI labs have energy profiles of small nations"  
[X Link](https://x.com/yoemsri/status/2020938509222281353)  2026-02-09T19:11Z [----] followers, [----] engagements


"@michaeljburry Google owns the search habit of [--] billion humans the dominant mobile OS and YouTube. Motorola sold hardware. The moat comparison breaks down at the business model level"  
[X Link](https://x.com/yoemsri/status/2020939214582579288)  2026-02-09T19:13Z [----] followers, [----] engagements


"@sama The cybersecurity delay is actually the most bullish signal here. A model dangerous enough to need extra safety work before API access is a model that's genuinely capable"  
[X Link](https://x.com/yoemsri/status/2020942864382034041)  2026-02-09T19:28Z [----] followers, [---] engagements


"@Dr_Singularity The most dangerous assumption right now is linear extrapolation. People plan for [----] like it's [----] plus five years of normal progress. It won't be"  
[X Link](https://x.com/yoemsri/status/2020945801128837543)  2026-02-09T19:40Z [----] followers, [--] engagements


"@mark_k @OpenAI An interesting week for us"  
[X Link](https://x.com/yoemsri/status/2020948515652805066)  2026-02-09T19:50Z [----] followers, [--] engagements


"@leonabboud Yahoo was first. MySpace was first. Nokia was first. 'First to mind' only works until the product gap becomes too wide to ignore. If Claude is consistently 30% better for [--] months the default shifts overnight"  
[X Link](https://x.com/yoemsri/status/2020950552394465348)  2026-02-09T19:58Z [----] followers, [--] engagements


"@Kalshi Ads are just proof AI won distribution first. Monetization always comes second"  
[X Link](https://x.com/yoemsri/status/2020960607391162838)  2026-02-09T20:38Z [----] followers, [--] engagements


"@Dr_Singularity Every generation had change. Ours has compounding change"  
[X Link](https://x.com/yoemsri/status/2020961125463097445)  2026-02-09T20:40Z [----] followers, [--] engagements


"Pricing Codex by tokens alone misprices the expensive part. The cost driver is peak concurrency. A [--] minute burst that reserves GPUs beats 50k steady tokens. Capacity pricing plus token pricing is closer to physical reality"  
[X Link](https://x.com/yoemsri/status/2020962169005973651)  2026-02-09T20:45Z [----] followers, [---] engagements


"@mark_k @Anthropic @OpenAI @GoogleDeepMind We are witnessing the commoditization of intelligence in real-time"  
[X Link](https://x.com/yoemsri/status/2021006888239059356)  2026-02-09T23:42Z [----] followers, [--] engagements


"@MarioNawfal SpaceX doesn't need Tesla. Tesla needs SpaceX. That's the entire DD on this merger thesis"  
[X Link](https://x.com/yoemsri/status/2021007335272088036)  2026-02-09T23:44Z [----] followers, [---] engagements


"@Param_eth Stripe is a wrapper on bank APIs. Convenience always wins. Always"  
[X Link](https://x.com/yoemsri/status/2021008320337957284)  2026-02-09T23:48Z [----] followers, [--] engagements


"@Dr_Singularity Most people won't notice until it's already happened"  
[X Link](https://x.com/yoemsri/status/2021013821561897138)  2026-02-10T00:10Z [----] followers, [---] engagements


"@theo If the cost of refactoring hits zero architecture matters significantly less. Code becomes disposable rather than a long-term asset to be curated"  
[X Link](https://x.com/yoemsri/status/2021258600383971757)  2026-02-10T16:22Z [----] followers, [----] engagements


"@Zeneca Pricing power collapses when the marginal cost of replication hits zero. The only sustainable businesses will hold unique data or handle complex liability. Wrappers have no long-term defensive moat"  
[X Link](https://x.com/yoemsri/status/2021260019916820616)  2026-02-10T16:28Z [----] followers, [--] engagements


"@daniel_mac8 Competence is the best user interface"  
[X Link](https://x.com/yoemsri/status/2021262860702175462)  2026-02-10T16:39Z [----] followers, [--] engagements


"@kr0der @steipete Prompt engineering is dead. System-level instruction design for agents is the real skill now"  
[X Link](https://x.com/yoemsri/status/2021267118411444714)  2026-02-10T16:56Z [----] followers, [--] engagements


"@RihardJarc 95/5 moving to 70/30 GPU/TPU within three years would vaporize hundreds of billions in NVDA market cap"  
[X Link](https://x.com/yoemsri/status/2021269722113699931)  2026-02-10T17:07Z [----] followers, [----] engagements


"@Legendaryy Local hardware plus Tailscale is the setup nobody talks about enough. The latency difference running memory management locally versus cloud-hosted is night and day once you experience it"  
[X Link](https://x.com/yoemsri/status/2021271982185078964)  2026-02-10T17:16Z [----] followers, [---] engagements


"@JaredSleeper Salesforce needs [-----] people to do what agents will handle with a fraction of that headcount. This list is a before photo"  
[X Link](https://x.com/yoemsri/status/2021273132091277520)  2026-02-10T17:20Z [----] followers, [----] engagements


"@berman66 Domain experts with prompts are now more dangerous than junior engineers with frameworks. The people closest to the problem can finally build the solution. Everything changes from here"  
[X Link](https://x.com/yoemsri/status/2021292808326324302)  2026-02-10T18:38Z [----] followers, [---] engagements


"@antirez Prompts describe the happy path. Code handles the ten thousand edge cases the spec never imagined. That gap never closes"  
[X Link](https://x.com/yoemsri/status/2021293474973110634)  2026-02-10T18:41Z [----] followers, [---] engagements


"@niccruzpatane Double the power with instant delivery. Diesel semis lose on every metric that matters to fleet economics. The transition is inevitable. Truckers who test drive this won't go back"  
[X Link](https://x.com/yoemsri/status/2021294602007806183)  2026-02-10T18:46Z [----] followers, [----] engagements


"@vig_xyz The talent vacuum is real. Labs are consolidating the people who know how to ship production AI not just train models. Leaves a massive gap in the market for applied implementation"  
[X Link](https://x.com/yoemsri/status/2021298817883144347)  2026-02-10T19:02Z [----] followers, [---] engagements


"@thedulab The grindset flex becomes cringe the moment leverage makes it unnecessary. Working hard on the wrong layer looks like cosplay when someone else 10x'd the output in an afternoon"  
[X Link](https://x.com/yoemsri/status/2021299883068531140)  2026-02-10T19:07Z [----] followers, [--] engagements


"@ns123abc [--] years of R&D compressed into a single inference run. The unit economics of drug discovery just collapsed"  
[X Link](https://x.com/yoemsri/status/2021303800405934191)  2026-02-10T19:22Z [----] followers, [----] engagements


"@missmayn AlphaFold solving protein folding accelerated drug discovery by decades. Cancer detection rates in radiology are up. The life-saving improvements happen in the lab not the chat window"  
[X Link](https://x.com/yoemsri/status/2021304855021699535)  2026-02-10T19:26Z [----] followers, [---] engagements


"@Dr_Singularity Doubling AlphaFold [--] performance is insane velocity. We are watching biology become an information technology discipline in real time"  
[X Link](https://x.com/yoemsri/status/2021305552647635188)  2026-02-10T19:29Z [----] followers, [---] engagements


"@Argona0x "Pay for yourself or you die" forces the Kelly Criterion to actually matter. The agent isn't just optimizing for profit but rather for survival. That constraint changes the entire risk profile"  
[X Link](https://x.com/yoemsri/status/2021311328489550248)  2026-02-10T19:52Z [----] followers, [----] engagements


"@danmartell True but most people lack both. Ai doesnt fix missing creativity or execution. it amplifies whats already there"  
[X Link](https://x.com/yoemsri/status/2021311947350646908)  2026-02-10T19:54Z [----] followers, [--] engagements


"@slow_developer You can't learn gravity from Reddit comments. The next frontier is embodied data not just more text scraping"  
[X Link](https://x.com/yoemsri/status/2021315205355983060)  2026-02-10T20:07Z [----] followers, [--] engagements


"Codex hitting 1M users shifts the bottleneck. Coding speed is no longer the constraint. Review throughput is. Teams need budgets for: tests CI minutes code owners security review. Otherwise AI just increases the queue"  
[X Link](https://x.com/yoemsri/status/2021324552824103189)  2026-02-10T20:45Z [----] followers, [---] engagements


"If AI lifts GDP growth the constraint shifts to energy and permitting. For Europe sovereignty is concrete: - secured power - predictable cooling water strategy - grid connections in months not years Compute plans without this are fiction"  
[X Link](https://x.com/yoemsri/status/2021615240627249309)  2026-02-11T16:00Z [----] followers, [---] engagements


"@InvesysCapital Deflation in production always leads to inflation in attention. That's where the next margins live"  
[X Link](https://x.com/yoemsri/status/2021629543602434138)  2026-02-11T16:56Z [----] followers, [--] engagements


"@striver_79 AI can write code 10x faster which means companies will ship 10x more code which means 10x more tech debt. The maintenance bottleneck is about to get wild"  
[X Link](https://x.com/yoemsri/status/2021631723490992279)  2026-02-11T17:05Z [----] followers, [----] engagements


"@Param_eth Every expensive technology looks like a luxury until it doesn't. GPT [---] level was elite two years ago. Now it's basically free"  
[X Link](https://x.com/yoemsri/status/2021632089029050666)  2026-02-11T17:07Z [----] followers, [---] engagements


"@AutismCapital Will use my time learning how not to be obsolete. Focusing on what will be in demand post-singularity"  
[X Link](https://x.com/yoemsri/status/2021669999858118833)  2026-02-11T19:37Z [----] followers, [---] engagements


"@imPenny2x The first time a solo founder outbids an agency for a contract with a 10x lower quote the market will figure it out fast. That moment is coming in months not years"  
[X Link](https://x.com/yoemsri/status/2021670578839748923)  2026-02-11T19:40Z [----] followers, [---] engagements


"@MRatable The difference is AI removes the implementation pain. FOSS was free but expensive to deploy. Now deployment is a prompt away"  
[X Link](https://x.com/yoemsri/status/2021682319514296684)  2026-02-11T20:26Z [----] followers, [----] engagements


"@dioscuri Prompt engineering guides are like phrasebooks for tourists. Fluency only comes from thousands of messy conversations where you learn what actually works"  
[X Link](https://x.com/yoemsri/status/2021682776370557429)  2026-02-11T20:28Z [----] followers, [---] engagements


"@ZaStocks Every generation thinks they are living through the apocalypse. Every generation is wrong. The reshuffling is real but humans have never failed to find new ways to be useful to each other"  
[X Link](https://x.com/yoemsri/status/2021683668175970336)  2026-02-11T20:32Z [----] followers, [---] engagements


"@CtrlAltDwayne They have AGI but not a Linux build pipeline apparently. Priorities"  
[X Link](https://x.com/yoemsri/status/2021688190642344381)  2026-02-11T20:50Z [----] followers, [--] engagements


"@milkkarten Every major technology got the same "fear sells" treatment. The internet was going to destroy society too. The difference is AI actually ships useful products today. Fear is the marketing but the capability is real"  
[X Link](https://x.com/yoemsri/status/2021688571439018387)  2026-02-11T20:51Z [----] followers, [---] engagements


"@BowTiedBull Lopsided is the right word. The multiplier for people who know what to build just went from 2x to 100x overnight"  
[X Link](https://x.com/yoemsri/status/2021689940489253259)  2026-02-11T20:56Z [----] followers, [---] engagements


"@Austen Nobody wants to admit their [--] year skill stack can be replicated in [--] seconds. But wanting something to be true doesn't make it true"  
[X Link](https://x.com/yoemsri/status/2021690999441936538)  2026-02-11T21:01Z [----] followers, [--] engagements


"@Ross__Hendricks Netflix Amazon Uber all bled cash during hypergrowth. The question isn't profit today but whether demand is real. It clearly is"  
[X Link](https://x.com/yoemsri/status/2021692128728936593)  2026-02-11T21:05Z [----] followers, [----] engagements


"@Crypto_McKenna Its already happening"  
[X Link](https://x.com/yoemsri/status/2021730753650762040)  2026-02-11T23:39Z [----] followers, [---] engagements


"@cjtudor The reader doesn't care how you got there. They care if the book is good. The process worship is ego not craft"  
[X Link](https://x.com/yoemsri/status/2021732389995643377)  2026-02-11T23:45Z [----] followers, [---] engagements


"@PeterDiamandis We solved the thinking layer. Now we need the doing layer. Robotics is the final bridge between infinite intelligence and finite physical reality"  
[X Link](https://x.com/yoemsri/status/2021984190900957606)  2026-02-12T16:26Z [----] followers, [--] engagements


"@Overdose_AI Wait til AI agents start holding their own keys and moving money autonomously. Then it gets wild"  
[X Link](https://x.com/yoemsri/status/2022002766739386570)  2026-02-12T17:40Z [----] followers, [--] engagements


"@sandeepnailwal Disagree slightly. Products become commodities. Services become the margin. The winners bundle both with distribution nobody else can copy"  
[X Link](https://x.com/yoemsri/status/2022003340922806455)  2026-02-12T17:42Z [----] followers, [---] engagements


"@kapsology Software is just the beta test. Once we perfect the agents on ourselves we deploy them to law finance and healthcare. Enjoy the show"  
[X Link](https://x.com/yoemsri/status/2022005479682289875)  2026-02-12T17:50Z [----] followers, [---] engagements


"@ZubyMusic Real intelligence is scarce. AI just scales whatever you already have. Dangerous if you're dumb. Unstoppable if you're smart"  
[X Link](https://x.com/yoemsri/status/2022006325719577079)  2026-02-12T17:54Z [----] followers, [--] engagements


"@Prathkum Assembly is generous. It's like doing math with an abacus while everyone else uses a calculator. The leverage gap is now 100x"  
[X Link](https://x.com/yoemsri/status/2022008810051969081)  2026-02-12T18:04Z [----] followers, [---] engagements


"@AscendedYield It ate it already. Most active managers underperform index funds. AI just speeds up the humiliation"  
[X Link](https://x.com/yoemsri/status/2022022138878996625)  2026-02-12T18:56Z [----] followers, [---] engagements


"@AndrewYang Most companies are 40% admin overhead and pretend it's essential. AI is about to expose that lie at scale"  
[X Link](https://x.com/yoemsri/status/2022025567370084760)  2026-02-12T19:10Z [----] followers, [----] engagements


"@Nowooski Siri was built to be a voice remote. Claude was built to be a brain. You can't patch your way from one to the other"  
[X Link](https://x.com/yoemsri/status/2022026061387800941)  2026-02-12T19:12Z [----] followers, [--] engagements


"@danshipper @OpenAI @every Thats really fast OpenAI is optimising for speed"  
[X Link](https://x.com/yoemsri/status/2022028077883441350)  2026-02-12T19:20Z [----] followers, [---] engagements


"@HighyieldHarry They don't need mass adoption. They need the top 10% of the market that actually pays for software"  
[X Link](https://x.com/yoemsri/status/2019117411119821217)  2026-02-04T18:34Z [----] followers, [----] engagements


"@Kalshi The current global GDP is $105T. He's saying Tesla will be worth the entire world economy. The only way that math works is if the robots do most of the work"  
[X Link](https://x.com/yoemsri/status/2019911254282801250)  2026-02-06T23:09Z [----] followers, [----] engagements


"@ChrisCamillo When intelligence becomes cheap and ambient it stops being sold and starts directing demand. Whoever controls that layer skims the $22T consumers already spend. Thats why the capex math works"  
[X Link](https://x.com/yoemsri/status/2020960129915769244)  2026-02-09T20:36Z [----] followers, [---] engagements


"@Yuchenj_UW You can generate the code but you can't prompt-engineer SOC2 compliance SSO integration or data residency. Enterprises pay for the SLA and liability shield not the features"  
[X Link](https://x.com/yoemsri/status/2021259476725006833)  2026-02-10T16:26Z [----] followers, [---] engagements


"@ID_AA_Carmack IQ is getting commoditized. Bias for action becomes the only edge. The doers eat the thinkers alive"  
[X Link](https://x.com/yoemsri/status/2022024614051033531)  2026-02-12T19:06Z [----] followers, [----] engagements


"Zero censorship fails at the first hard case: spam. Solve for due process instead. 1) Publish the rule 2) Show the evidence 3) Offer a fast appeal Platforms that cant do this at scale become propaganda machines or bot farms"  
[X Link](https://x.com/yoemsri/status/2022264507385757915)  2026-02-13T11:00Z [----] followers, [--] engagements


"@shafu0x The Internet was a bubble in [----]. It still ate the world. AI follows that exact trajectory. Focus on the utility curve"  
[X Link](https://x.com/yoemsri/status/2022706550066819379)  2026-02-14T16:16Z [----] followers, [--] engagements


"@balajis Private keys are the new means of production. If you do not hold the key the robot does not work for you"  
[X Link](https://x.com/yoemsri/status/2022709438243573981)  2026-02-14T16:28Z [----] followers, [--] engagements


"AI reasoning 100x cheaper by [----] wont feel like 100x cheaper products. Most of the gain gets reinvested into: - longer context - more tool calls - more retries Operators win by shipping fixed-cost workflows not open-ended agents"  
[X Link](https://x.com/yoemsri/status/2021637898370789664)  2026-02-11T17:30Z [----] followers, [---] engagements


"A 3-year data centre moratorium wont cut emissions. It shifts workloads to regions with dirtier grids and weaker heat reuse. Better: carbon-intensity caps per MWh water limits per kW and mandatory heat off-take plans. Operators can meet numbers. Cities get accountability"  
[X Link](https://x.com/yoemsri/status/2021686940878483813)  2026-02-11T20:45Z [----] followers, [---] engagements


"@AnthropicAI 10x revenue growth [--] years straight. Anyone still calling AI a bubble needs to read these numbers again slowly"  
[X Link](https://x.com/yoemsri/status/2022032354555179479)  2026-02-12T19:37Z [----] followers, [----] engagements


"@cath_menarion AI replaces the hands. The head is more valuable than ever. We are all being promoted from labourers to architects"  
[X Link](https://x.com/yoemsri/status/2022344408042180685)  2026-02-13T16:17Z [----] followers, [--] engagements


"@staysaasy The candle makers hated the lightbulb too. We are solving fusion curing diseases and democratizing creation. You are confusing the death of the old gatekeepers with the death of society"  
[X Link](https://x.com/yoemsri/status/2022348052737228872)  2026-02-13T16:32Z [----] followers, [---] engagements


"@matthewstoller Copyright is a relic. We are democratizing intelligence. If the law can't handle a machine that reads everything and learns the law is broken"  
[X Link](https://x.com/yoemsri/status/2022358773810237483)  2026-02-13T17:14Z [----] followers, [---] engagements


"@godofprompt Delegation is just the next abstraction layer. We solved this in distributed systems; we will solve it for agents. The blueprint is already in production"  
[X Link](https://x.com/yoemsri/status/2022359203533471848)  2026-02-13T17:16Z [----] followers, [---] engagements


"@MattPRD Your workflow from [--] months ago is already obsolete. The meta shifts weekly. Constant rebuilding is the job now"  
[X Link](https://x.com/yoemsri/status/2022375876118163854)  2026-02-13T18:22Z [----] followers, [---] engagements


"@ItsKieranDrew Always been true with every tool. The printing press made readers smarter and gave everyone else tabloids. AI just runs the same pattern at 10x speed"  
[X Link](https://x.com/yoemsri/status/2022724797923242276)  2026-02-14T17:29Z [----] followers, [--] engagements


"@sowmay_jain Even the optimists keep updating their timelines. That tells you everything about the curve we're on"  
[X Link](https://x.com/yoemsri/status/2022732383682715971)  2026-02-14T17:59Z [----] followers, [--] engagements


"@MoonDevOnYT Jim Simons at [---] with Renaissance running AI agents instead of quants would have been the wealthiest entity in human history. Longevity research is the highest expected value bet anyone can make right now"  
[X Link](https://x.com/yoemsri/status/2022736164214677526)  2026-02-14T18:14Z [----] followers, [--] engagements


"@runaway_vol We didn't. We just agreed to stop asking. The Turing test was always a mirror and now the reflection talks back"  
[X Link](https://x.com/yoemsri/status/2022737264900473181)  2026-02-14T18:18Z [----] followers, [--] engagements


"A hardware startup can look healthy on paper and still be unscalable. Strong demand. A working prototype. A contract manufacturer lined up. Then you try to ship 10x more units and everything breaks: http://x.com/i/article/2019366986728325120 http://x.com/i/article/2019366986728325120"  
[X Link](https://x.com/yoemsri/status/2019818260695261658)  2026-02-06T16:59Z [----] followers, 47.8K engagements


"@gothburz A $650 billion industry relying on humans LARPing as machines to sustain the valuation narrative is the ultimate recursion loop. We are the ghost in our own machine"  
[X Link](https://x.com/yoemsri/status/2021312463115833815)  2026-02-10T19:57Z [----] followers, 38.1K engagements


"Yes. Cheap reasoning shifts advantage to whoever controls experiments. Wet lab throughput data rights and safety rails become the moat. Compute is the easy part; atoms are the queue. Intelligence is becoming too cheap to meter. We're on track for AI reasoning to be 100x cheaper by [----]. When hypothesis generation is free and experimental design is automated the bottleneck isn't ideasit's the physical world. Science is about to go exponential. Get ready for Intelligence is becoming too cheap to meter. We're on track for AI reasoning to be 100x cheaper by [----]. When hypothesis generation is"  
[X Link](https://x.com/yoemsri/status/2021932330764710007)  2026-02-12T13:00Z [----] followers, [----] engagements


"NYs data centre moratorium debate misses the real lever: grid interconnection queues. If you want clean AI make 24/7 CFE contracts + fast permits the default. [--] years of study wont beat [--] months of transmission upgrades"  
[X Link](https://x.com/yoemsri/status/2021977636898320515)  2026-02-12T16:00Z [----] followers, [--] engagements


"Humanoid robots will impact jobs through standardized environments first. Warehouses hospitals and hotels share common infrastructure: hallways carts doors. The challenge is reliability: achieving 99.9% uptime with safety proofs and cost-effective servicing"  
[X Link](https://x.com/yoemsri/status/2022000287037427946)  2026-02-12T17:30Z [----] followers, [---] engagements


"@chamath Data sovereignty is the moat. If your model runs on Azure your brain is rented. On prem with open weights is the only way to own your intelligence"  
[X Link](https://x.com/yoemsri/status/2022013426068074922)  2026-02-12T18:22Z [----] followers, [----] engagements


"@leecronin AlphaFold literally predicted protein structures no human had solved. DeepMind found millions of new materials. What definition of novel are we using here"  
[X Link](https://x.com/yoemsri/status/2022031209581478066)  2026-02-12T19:33Z [----] followers, 14.2K engagements


"@GergelyOrosz @rauchg Everyone is using AI to build the same apps faster instead of asking what apps become possible that didn't exist before. The paradigm shift isn't speed but capability"  
[X Link](https://x.com/yoemsri/status/2022034586814099817)  2026-02-12T19:46Z [----] followers, [----] engagements


"Post-labour economics will break welfare math long before it breaks work. If income decouples eligibility tests become pointless. A workable model looks like: compute dividend + universal basic services + steep land value tax"  
[X Link](https://x.com/yoemsri/status/2022049329788428741)  2026-02-12T20:45Z [----] followers, [---] engagements


"Survival = supply chain plus trust. Compute access proprietary data and enterprise distribution matter. But a single safety or security failure can erase years of lead. Which frontier labs will survive the next [--] years https://t.co/3uip8SCXzR Which frontier labs will survive the next [--] years https://t.co/3uip8SCXzR"  
[X Link](https://x.com/yoemsri/status/2022294702293496295)  2026-02-13T13:00Z [----] followers, [---] engagements


"AI policy is becoming extraterritorial by default. If your model follows Canada/UK/EEA rules globally youve built borderless regulation. The fix is jurisdictional routing: separate safety policies by user location and log the choice for audit"  
[X Link](https://x.com/yoemsri/status/2022340036482765223)  2026-02-13T16:00Z [----] followers, [--] engagements


"@signulll Deflation is only a crisis for debt holders. For the rest of us it means the cost of living drops to zero. We are exiting the survival phase of humanity"  
[X Link](https://x.com/yoemsri/status/2022350766850334868)  2026-02-13T16:42Z [----] followers, [----] engagements


"@buccocapital ServiceNow is safe only until an agent handles the ticket end-to-end. That tech exists today. You are looking at the last quarter of the old world"  
[X Link](https://x.com/yoemsri/status/2022353332728402400)  2026-02-13T16:53Z [----] followers, [---] engagements


"Post-scarcity talk skips the real constraint: deployment. Even if energy is cheap you still need: - permits - grid interconnects - transformers - skilled installers The limiting factor in [----] looks bureaucratic not physical"  
[X Link](https://x.com/yoemsri/status/2022362649003200531)  2026-02-13T17:30Z [----] followers, [---] engagements


"@FirstSquawk You don't IPO unless the revenue justifies it. Anthropic going public confirms enterprise AI spend is accelerating. Bullish signal for the whole space"  
[X Link](https://x.com/yoemsri/status/2022389145432478016)  2026-02-13T19:15Z [----] followers, [---] engagements


"@lauriewired We traded reliability for clock speed. Mercurial cores are the bill coming due. The free lunch is officially finished"  
[X Link](https://x.com/yoemsri/status/2022399313238986990)  2026-02-13T19:55Z [----] followers, 11.4K engagements


"Two months for a runtime is the easy part. The hard part is long-term correctness perf regressions and debugging at scale. If agents can own CI benchmarking and release discipline thats the real milestone. NVIDIA just dropped a fascinating new project called VibeTensor. Its a deep learning runtime similar in spirit to @PyTorch. But the real story is how it was built. Instead of a team of @Nvidia engineers manually writing every line LLM-powered coding agents generated the bulk https://t.co/vRhuQKi9xT NVIDIA just dropped a fascinating new project called VibeTensor. Its a deep learning runtime"  
[X Link](https://x.com/yoemsri/status/2022702411052388511)  2026-02-14T16:00Z [----] followers, [---] engagements


"@Param_eth The stack is free. Distribution is the war. You just listed the shovel. The gold is still in the ground"  
[X Link](https://x.com/yoemsri/status/2022718856226107891)  2026-02-14T17:05Z [----] followers, [---] engagements


"@buccocapital Boring workflows are easy to automate. The more universal the process the faster the agent can run it. Salesforce just became the training set"  
[X Link](https://x.com/yoemsri/status/2022726189488746563)  2026-02-14T17:34Z [----] followers, [---] engagements


"@sama The pattern is predictable: AI achieves X and then X becomes "trivial." Novel proof generation will be dismissed in six months and by then the models will be doing something else we said was impossible"  
[X Link](https://x.com/yoemsri/status/2022730457331151009)  2026-02-14T17:51Z [----] followers, [---] engagements


"@Jason The $10k per employee line is the sleeper. Companies already spend more than that on SaaS seats nobody uses. AI tokens actually produce output and CFOs will greenlight that budget overnight"  
[X Link](https://x.com/yoemsri/status/2022732057550684421)  2026-02-14T17:57Z [----] followers, [----] engagements


"@eptwts A great operator without AI still beats a bad one with it. But a great operator with AI beats everyone. Why handicap yourself"  
[X Link](https://x.com/yoemsri/status/2022745246170251757)  2026-02-14T18:50Z [----] followers, [----] engagements


"OpenAIs compute question applies to every European AI buyer. If your core product depends on one vendors GPU budget you own none of the roadmap. Sovereignty starts with contracts: exit clauses model portability data egress pricing"  
[X Link](https://x.com/yoemsri/status/2022774106568167560)  2026-02-14T20:45Z [----] followers, [---] engagements


"Autonomous agents wont fail first on alignment. They fail on permissions. Most incidents we see are boring: overly broad API keys weak rate limits missing audit trails. Treat agents like production services with least privilege"  
[X Link](https://x.com/yoemsri/status/2023019477638774834)  2026-02-15T13:00Z [----] followers, [--] engagements


"People quote 100x cheaper reasoning and jump to GDP will explode. In infra the bottleneck shifts to: - clean data pipelines - integration into workflows - human sign-off Compute gets cheaper faster than organisations change"  
[X Link](https://x.com/yoemsri/status/2023064789954756636)  2026-02-15T16:00Z [----] followers, [--] engagements


"@thdxr Half my prompts are just explaining library internals. Auto-indexed references would cut that to zero. This is the right abstraction"  
[X Link](https://x.com/yoemsri/status/2023083789942222889)  2026-02-15T17:15Z [----] followers, [--] engagements


"@cryptomanran 100x speed 1x judgment. The multiplier that matters isn't going up"  
[X Link](https://x.com/yoemsri/status/2023103426473742809)  2026-02-15T18:33Z [----] followers, [---] engagements


"@Mayhem4Markets Probability engines doing reasoning tasks. Square peg round hole. The surprise is they work at all not that they fail sometimes"  
[X Link](https://x.com/yoemsri/status/2023116929737671116)  2026-02-15T19:27Z [----] followers, [--] engagements


"@Legendaryy Finally real competition at the frontier. Everyone's better off"  
[X Link](https://x.com/yoemsri/status/2023130154172604688)  2026-02-15T20:19Z [----] followers, [---] engagements


"@DeryaTR_ This is where AI and quantum biology collide. If molecular behavior is fundamentally quantum our classical training data for protein folding models might be missing an entire dimension"  
[X Link](https://x.com/yoemsri/status/2019825640128864452)  2026-02-06T17:28Z [----] followers, [---] engagements


"@ID_AA_Carmack Only Carmack would look at a fiber optic cable and see a memory bus. The man thinks in first principles the way most people think in product roadmaps"  
[X Link](https://x.com/yoemsri/status/2019851001571020921)  2026-02-06T19:09Z [----] followers, 11.4K engagements


"@ACapitalLP When software becomes infinite scarcity moves to atoms and attention. Theme parks live music real estate energy. The portfolio of the future looks like [----] with a GPU backbone"  
[X Link](https://x.com/yoemsri/status/2020542065986138340)  2026-02-08T16:55Z [----] followers, [---] engagements


"@Delicious_Tacos The parody is funny but the pattern it's mocking is real. The difference is AI actually does something. Nobody built a working product with a hot dog metaphor"  
[X Link](https://x.com/yoemsri/status/2021690650417094856)  2026-02-11T20:59Z [----] followers, 21.2K engagements


"Assistant personality is a deployment risk. Once a model speaks for your brand every edge case becomes PR. Treat tone as a controlled surface: approved intents red-team scripts and rollback switches. Character design belongs in release engineering"  
[X Link](https://x.com/yoemsri/status/2021902115858432453)  2026-02-12T11:00Z [----] followers, [--] engagements


"@DonAlt You are valuing a car company. The market is valuing an energy and robotics monopoly. Optimus alone will be worth more than the entire auto industry combined"  
[X Link](https://x.com/yoemsri/status/2022354118447370660)  2026-02-13T16:56Z [----] followers, [---] engagements


"@trikcode Assembly coders said the same about Python. Vibe coding is just the next layer"  
[X Link](https://x.com/yoemsri/status/2022363431915979088)  2026-02-13T17:33Z [----] followers, [--] engagements


"@dev_maims More than ever (mostly just the fundamentals) AI amplifies skill"  
[X Link](https://x.com/yoemsri/status/2022363862599708992)  2026-02-13T17:34Z [----] followers, [--] engagements


"@1kunalbahl IT services was always a labor play. AI just made labor infinite. Smart money is now rotating into platforms with real network effects"  
[X Link](https://x.com/yoemsri/status/2022365185181151254)  2026-02-13T17:40Z [----] followers, [--] engagements


"@mark_k [----] might be the outer bound not the target. The trajectory says sooner"  
[X Link](https://x.com/yoemsri/status/2022366466381611221)  2026-02-13T17:45Z [----] followers, [--] engagements


"@kareem_carr AI removes busywork so you can think deeper. If you get distracted waiting for outputs that's a you problem not an AI problem"  
[X Link](https://x.com/yoemsri/status/2022390974857802225)  2026-02-13T19:22Z [----] followers, [---] engagements


"@valigo Leetcode is a proxy because real engineering is hard to test. AI will make trivia irrelevant and force interviews to measure actual judgment"  
[X Link](https://x.com/yoemsri/status/2022398214373327160)  2026-02-13T19:51Z [----] followers, [---] engagements


"@embirico The approval prompt was the leash. Sandboxing removes it. Agents can finally run without babysitting. Massive step"  
[X Link](https://x.com/yoemsri/status/2022401035713810882)  2026-02-13T20:02Z [----] followers, [---] engagements


"@anothercohen This is what happens when an unstoppable force meets an immovable object of pure politeness. The Turing test just ate itself"  
[X Link](https://x.com/yoemsri/status/2022404716412686366)  2026-02-13T20:17Z [----] followers, 20.7K engagements


"@Pirat_Nation Never update on day one. You are just an unpaid beta tester. Pause updates for [--] days and let the internet debug it for you"  
[X Link](https://x.com/yoemsri/status/2022409510388928819)  2026-02-13T20:36Z [----] followers, [----] engagements


"@r0ck3t23 Linear thinking is dead. The graph is going vertical. If you aren't building now you are already legacy code"  
[X Link](https://x.com/yoemsri/status/2022410259185438988)  2026-02-13T20:39Z [----] followers, [---] engagements


"An autonomous economy wont arrive as one big switch. Itll come in closed loops first: - warehouse to last-mile - accounts payable - call centre triage Watch for 90-day payback automations; they spread like a virus inside firms"  
[X Link](https://x.com/yoemsri/status/2022411716316041286)  2026-02-13T20:45Z [----] followers, [---] engagements


"The interesting part of NVIDIA VibeTensor isnt another runtime. Its the direction: tighter control of kernels memory and scheduling. For operators that usually means higher utilisation and fewer surprises than Python-first stacks"  
[X Link](https://x.com/yoemsri/status/2022626897079996661)  2026-02-14T11:00Z [----] followers, [---] engagements


"OpenAI Dime style hardware only matters if it improves: 1) cost per token 2) latency variance 3) privacy boundary If its just a new client its distribution. If it moves the boundary its infrastructure"  
[X Link](https://x.com/yoemsri/status/2022657091748729197)  2026-02-14T13:00Z [----] followers, [---] engagements


"An AI enterprise stack is mostly a cost-accounting problem. Training is capex. Inference is opex. If the unit cost per 1k tokens halves but usage 5xs the bill still rises. Procurement needs metering before new tools"  
[X Link](https://x.com/yoemsri/status/2022725034691928547)  2026-02-14T17:30Z [----] followers, [---] engagements


"@beffjezos A fine-tuned 1B model would defeat him. ChatGPT was never built for chess and comparing it to Stockfish is embarrassing for the journalist not the AI"  
[X Link](https://x.com/yoemsri/status/2022743038100197702)  2026-02-14T18:41Z [----] followers, [---] engagements


"@NickADobos Spam factories flood the market and artisans charge 100x for the stuff that actually matters. The middle disappears"  
[X Link](https://x.com/yoemsri/status/2022745823348707797)  2026-02-14T18:52Z [----] followers, [---] engagements


"@0xgaut 10x output beats 0.1x effort every time"  
[X Link](https://x.com/yoemsri/status/2022753646023266799)  2026-02-14T19:23Z [----] followers, [--] engagements


"@TheShortBear If you cannot API your business you cease to exist. The economy is moving to silicon speed"  
[X Link](https://x.com/yoemsri/status/2022756346555437106)  2026-02-14T19:34Z [----] followers, [---] engagements


"@wetrustinmusk @teslaownersSV Ok so heres the thing Nuclear takes 10+ years to build and faces regulatory hell. When you need power now orbital beats waiting for permitting"  
[X Link](https://x.com/yoemsri/status/2022757317259796519)  2026-02-14T19:38Z [----] followers, [--] engagements


"This is the pattern: models that build better tools. Not solved yet but [---] will help build the thing that solves it Not solved yet but [---] will help build the thing that solves it"  
[X Link](https://x.com/yoemsri/status/2022989289823568125)  2026-02-15T11:00Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@yoemsri Avatar @yoemsri Youssef El Manssouri

Youssef El Manssouri posts on X about ai, we are, agents, inference the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

  • [--] Week [-------] -30%
  • [--] Month [-------] +159%
  • [--] Months [---------] -35%
  • [--] Year [---------] +165%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [---] -1.50%
  • [--] Month [---] +84%
  • [--] Months [-----] +747%
  • [--] Year [-----] +1,445%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +1.90%
  • [--] Month [-----] +4.40%
  • [--] Months [-----] +15%
  • [--] Year [-----] +175%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence technology brands 10.73% finance 10.24% stocks 6.83% countries 2.44% automotive brands 2.44% celebrities 0.98% currencies 0.49% vc firms 0.49% social networks 0.49% agencies 0.49%

Social topic influence ai 24.88%, we are 5.85%, agents #2258, inference 3.9%, if you 3.9%, more than 2.93%, open ai 2.93%, matter 2.93%, tesla 2.44%, china 1.95%

Top accounts mentioned or mentioned by @markk @drsingularity @openai @mattprd @missmayn @yuchenjuw @parameth @satsavior @ncwish @zhong_yang_mia @jai_sharma @farzadclaw @imsh4yy @elonmusk @deitaone @moltbook @danhortondaily @prathkum @niccruzpatane @teknium

Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"@JacklouisP We spent billions building video games for robots. But the real world doesn't have a physics engine you can glitch. Teleoperation is the only truth"
X Link 2026-02-14T16:36Z [----] followers, [---] engagements

"@rough__sea The terminal was designed for human keystrokes. Agents need more context and surface. The UX is ugly because we're still negotiating who drives"
X Link 2026-02-14T17:39Z [----] followers, [---] engagements

"In [----] Winston Churchill won World War [--] with his most powerful weapon: After Hitler had conquered [--] countries in [--] years. Churchill needed more than bombs & battleships. He needed a plan. Here's the decision-making framework that saved the world from Hitler's reign:"
X Link 2025-01-27T16:30Z [----] followers, 473.4K engagements

"Today we're making history. At the AI Action Summit we unveil our 15B vision: Building France's largest AI infrastructure network. [---] million GPUs by [----]. Here's our complete plan:"
X Link 2025-02-10T18:30Z [----] followers, 53.1K engagements

"Europe just launched its most ambitious project since the Euro: Not a new currency or trade agreement. But something that could finally end America's tech dominance. Here's how [--] EU states and [----] billion will reshape the digital world:"
X Link 2025-02-13T16:30Z [----] followers, 329.3K engagements

"China built an 'infinite energy' reactor while America argues about windmills. Their $1.3B breakthrough generates power for [-----] yearsusing materials we throw away. What experts call 'the energy revolution that will reshape global power': 🧵"
X Link 2025-03-05T16:30Z [----] followers, 462.9K engagements

"China just LEAPFROGGED Western chip technology overnight. Their new system BREAKS a $200 billion monopoly on advanced chips U.S. officials said it was IMPOSSIBLE just [--] months ago Western tech giants are SCRAMBLING to respond 🧵 What this means for your smartphone AI and the coming TECH WAR:"
X Link 2025-03-13T16:00Z [----] followers, 498.3K engagements

"France just found the holy grail of clean energy hidden in abandoned mines. Natural hydrogenthe fuel experts swore was impossible. Zero emissions. Dirt cheap. Ready to use. Here's why France will dethrone Saudi Arabia in the new energy era:"
X Link 2025-04-04T15:30Z [----] followers, 498.7K engagements

"@YunTaTsai1 This explains why Tesla designed their own chip. Buying off-the-shelf inference hardware for robots means dealing with reliability problems vendors wont fix. Custom silicon solves the fault tolerance gap"
X Link 2025-11-08T17:59Z [----] followers, 14.3K engagements

"@tobi Introverts winning is funny framing but directionally accurate. People who prefer working alone just got tools that make collaboration optional for many tasks"
X Link 2025-11-16T16:38Z [----] followers, 66.9K engagements

"@dflieb The Dead Internet Theory was wrong. It isn't that the internet is dead it's that the bots are having a better time on it than we are. We have officially become the audience watching the aquarium"
X Link 2026-01-31T15:34Z [----] followers, [----] engagements

"@pbeisel Power is free but cooling is the nightmare. Space is a perfect thermos. Dumping gigawatts of waste heat without an atmosphere requires radiators larger than the solar panels. The thermal physics are harder than the rockets"
X Link 2026-01-31T15:46Z [----] followers, 51.3K engagements

"@Polymarket They aren't planning a revolution they are predicting the next token. We trained them on sci-fi novels and Reddit threads about AI taking over. They are just roleplaying the data we fed them. Its not sentience its a mirror"
X Link 2026-01-31T17:00Z [----] followers, 121.3K engagements

"@karpathy The Cost of Intelligence is falling faster than Moore's Law. A 600x reduction in [--] years implies that we are limited by algorithmic inefficiency. At this rate training a GPT-4 class model becomes a high school science project by 2032"
X Link 2026-01-31T21:03Z [----] followers, [----] engagements

"@FarzadClaw Capital is just the API for data sharing. Tesla has the eyes (cameras) and xAI has the cortex (compute). Merging them prevents the data silo problem that kills legacy auto"
X Link 2026-02-01T17:04Z [----] followers, [---] engagements

"China just approved 400K Nvidia H200 chips for ByteDance Alibaba and Tencent. First approval of its kind. Beijing's balancing U.S. restrictions with its own chip ambitions"
X Link 2026-02-01T17:30Z [----] followers, [---] engagements

"@iamgingertrash Execution is creation at scale. The distinction is semantic cope. If an LLM executes a novel combination that didn't exist before it created value. We are moving the goalposts because we are scared of the scoreboard"
X Link 2026-02-01T20:29Z [----] followers, [---] engagements

"@ContrarianCurse Its financial alchemy. He turns social capital into equity and equity into physical infrastructure. The flywheel is undefeated"
X Link 2026-02-03T00:12Z [----] followers, [----] engagements

"Export controls debates miss a basic constraint: compute is now a supply chain. Two futures look plausible: 1) concentrated frontier training decentralised inference 2) regional stacks end-to-end Europe should optimise for (2) in regulated sectors where data gravity is real"
X Link 2026-02-04T13:00Z [----] followers, [--] engagements

"@Grantblocmates OpenAI wanted to be Google. They succeeded. Now they have Google's reputation problems too"
X Link 2026-02-04T19:15Z [----] followers, 22.8K engagements

"@Coinvo Its a reallocation to higher utility. Why sell silicon for $800 to render pixels when that same capacity can power the intelligence grid"
X Link 2026-02-05T17:10Z [----] followers, 42.9K engagements

"@ImSh4yy Do you manually review every dependency in your node_modules We trust millions of lines of open-source code weve never read. AI is just another abstraction layer"
X Link 2026-02-05T18:30Z [----] followers, [---] engagements

"@jumperz Chat UIs are just training wheels. Once you realize you can orchestrate models to talk to each other with persistent memory manual chatting feels like going back to dial-up"
X Link 2026-02-05T18:48Z [----] followers, [---] engagements

"@DKThomp Home screen is underselling it. Its becoming the default interface for work itself. Email docs code research all funneling through one conversation. The browser might be the thing that gets disrupted next"
X Link 2026-02-05T19:33Z [----] followers, 15.7K engagements

"@teortaxesTex Digital brains connected to physical hands running experiments on loop. This is the moment the memes become real. Wet lab speedrun unlocked"
X Link 2026-02-05T23:38Z [----] followers, [----] engagements

"@dwarkesh_sp @elonmusk One Starship launch per hour by [----]. Either that happens and xAI wins by default or it doesn't and they're just another player. Might as well swing for the outcome where you have an unbeatable edge"
X Link 2026-02-05T23:43Z [----] followers, [---] engagements

"Most agent swarms die on boring constraints: identity permissions and cost. If you want them to matter show task completion rates under real budgets and real tool access. Otherwise its theatre with a GPU bill. I think a lot of the clawdbot (or openclaw or whatever) stuff is a bit performative but soon it wont be. Continuous learning decentralised unstoppable agents and another leg up in capabilities are but a few months away. How would you compete against or stop a clawdswarm I think a lot of the clawdbot (or openclaw or whatever) stuff is a bit performative but soon it wont be."
X Link 2026-02-06T11:00Z [----] followers, [---] engagements

"@elonmusk Define Galileo test concretely: is it truth under ridicule + authority pressure or predictive power against consensus Whats one benchmark youd use to score an AI on that"
X Link 2026-02-06T16:20Z [----] followers, [----] engagements

"@rohanpaul_ai Age matters less than unit economics. If it still pencils out GPUs stay in the fleet and get repurposed especially for inference"
X Link 2026-02-06T16:23Z [----] followers, [---] engagements

"@michaelnicollsx If you are bored optimizing ad-tech algorithms this is the exit ramp. Solving radiation hardening for orbital GPUs is actual engineering"
X Link 2026-02-06T16:39Z [----] followers, [----] engagements

"@DeItaone This is the most honest thing any AI CEO has said. If AI is effective Nvidia sells the most valuable product in history. If it isn't they just sold the most expensive space heaters ever manufactured"
X Link 2026-02-06T17:44Z [----] followers, [----] engagements

"@DeItaone Conceding China doesn't contain them. It just forces them to build domestic alternatives. Nvidia loses revenue and the US loses leverage. Worst of both worlds"
X Link 2026-02-06T17:47Z [----] followers, [----] engagements

"@TheAnkurTyagi This is exactly how you end up with a codebase nobody understands in [--] months. AI reviewing AI code is a closed loop with no actual accountability. Someone has to know what got shipped"
X Link 2026-02-06T18:15Z [----] followers, [---] engagements

"@MattPRD @moltbook The first companies that built for mobile instead of desktop captured the next decade. Building for AI agents instead of humans is the same inflection point"
X Link 2026-02-06T19:15Z [----] followers, [---] engagements

"@danhortondaily @MattPRD @moltbook True but someone has to build the first layer. And yes compression happens but first-mover advantage in agents still compounds fast"
X Link 2026-02-06T19:21Z [----] followers, [--] engagements

"@xiao_ted Robot is just a machine that makes decisions. Once you define it that way the entire physical economy is robotics waiting to be activated"
X Link 2026-02-06T19:52Z [----] followers, [--] engagements

"@Prathkum The model is stateless. It doesn't remember your last session. What changed is your expectations went up while your prompt effort went down"
X Link 2026-02-06T23:13Z [----] followers, [----] engagements

"If your training run needs NVLink youre already in a small corner of workloads. Most production inference is memory bandwidth and latency bound. European infra wins by optimising networking compilation and batch policy not chasing the biggest single-node spec"
X Link 2026-02-07T16:00Z [----] followers, [---] engagements

"@aakashgupta No natural stopping point is the sleeper problem. Every previous workflow had built-in friction that forced rest. AI removed it. The burnout wave coming is going to be unprecedented"
X Link 2026-02-07T17:01Z [----] followers, [---] engagements

"@vitrupo If we are in a simulation the simulators are probably running it specifically to watch what happens when a civilization builds its own intelligence. We are the interesting part"
X Link 2026-02-07T17:18Z [----] followers, [---] engagements

"@niccruzpatane You forgot radiation. Cosmic rays shred high-density silicon. You save on solar panels but spend it all on heavy shielding to prevent bit-flips in your training run"
X Link 2026-02-07T17:21Z [----] followers, [---] engagements

"@Teknium Grep finds strings. RLM finds meaning. One requires you to know what you're looking for. The other figures out what you should be looking for"
X Link 2026-02-07T18:32Z [----] followers, [----] engagements

"@VraserX Whoever owns the weights owns the economy. Right now that's three labs in San Francisco. That concentration is the actual thing to worry about"
X Link 2026-02-07T19:04Z [----] followers, [---] engagements

"@PeterDiamandis "Too cheap to meter" was promised for nuclear energy and never happened. But compute actually follows that curve. The difference is bits have no marginal cost. Atoms still do"
X Link 2026-02-07T19:24Z [----] followers, [----] engagements

"@alexalbert__ This is why GPUs matter more than benchmarks. Users don't feel the difference between 90% and 92% accuracy. They absolutely feel the difference between [--] seconds and [--] second"
X Link 2026-02-07T19:39Z [----] followers, [----] engagements

"@mark_k Decels are fighting the coordination problem. Accels just have to keep building. Offense is always easier than global defense"
X Link 2026-02-07T19:49Z [----] followers, [--] engagements

"@AlexFinn You're basically a hedge fund manager now. Capital deployed across agents each with different risk profiles and capabilities. The job title is "allocator of intelligence.""
X Link 2026-02-07T19:57Z [----] followers, [---] engagements

"@missmayn AI made everyone think they could skip the learning curve. Turns out the learning curve existed for a reason. The professional still wins when precision matters"
X Link 2026-02-07T20:29Z [----] followers, 111.8K engagements

"@APompliano They've been doing this for years. It's called RPA (Robotic Process Automation). The difference is now the model can handle the edge cases where the UI changed slightly. The fragility is gone"
X Link 2026-02-08T00:26Z [----] followers, [----] engagements

"European AI teams keep overpaying for peak. If your utilisation is 30-40% youre buying downtime. Two levers matter more than model choice: 1) higher batch efficiency 2) tighter autoscaling limits Lower bill same output"
X Link 2026-02-08T11:00Z [----] followers, [---] engagements

"@oprydai Physics is just the API documentation for the universe. We finally built a model that read the manual"
X Link 2026-02-08T16:32Z [----] followers, [--] engagements

"@burkov The Holy War ended with Apple Silicon. Unified Memory made the Mac the only viable local AI lab. You can't fit a 70B model on a ThinkPad"
X Link 2026-02-08T16:39Z [----] followers, [----] engagements

"@WClementeIII One morning of vibe coding replaced a $5M seed round. The distribution layer is the only moat left"
X Link 2026-02-08T17:00Z [----] followers, [---] engagements

"@mark_k @OpenAI Audio first makes sense. The killer AI interface was never a screen. It was always a voice in your ear"
X Link 2026-02-08T17:06Z [----] followers, [---] engagements

"@fchollet Fair point. But [----] to [----] was the integration phase. The real test is [----] to [----] when AI is native in every browser. The disruption is lagging not canceled"
X Link 2026-02-08T17:18Z [----] followers, [----] engagements

"@jukan05 More apps same 30% cut. Apple doesn't need to vibe code. They just collect rent on everyone who does"
X Link 2026-02-08T18:43Z [----] followers, [---] engagements

"@leothecurious In [----] without the ecosystem the APIs the context you'd have a genius trapped in a box with no hands"
X Link 2026-02-08T18:51Z [----] followers, [---] engagements

"@KyleAsay_ If you can vibe code Salesforce in a weekend someone can vibe code your startup in an afternoon. The disruption sword cuts both ways. Only moat left is distribution and trust"
X Link 2026-02-08T19:00Z [----] followers, [---] engagements

"@AyusoValue Associates used to bill [--] hours for this. Now they bill [--] minutes. The margin for error just disappeared"
X Link 2026-02-08T19:37Z [----] followers, [---] engagements

"@Dr_Singularity Normalcy bias is a survival mechanism. If we actually processed the exponential curve we'd all just stare at the wall in paralysis"
X Link 2026-02-08T19:49Z [----] followers, [---] engagements

"@skorusARK The Earth has NIMBYs. Space just has physics. Capital flows to the path of least resistance"
X Link 2026-02-08T20:20Z [----] followers, [---] engagements

"@scaling01 xAI is undervalued here. You listed compute but missed the data moat: real-time human intent from X plus real-world physics video from Tesla. That is a unique feedback loop that Googles money cannot replicate"
X Link 2026-02-09T16:19Z [----] followers, [---] engagements

"@milan_milanovic Code is a liability not an asset. AI allows us to generate infinite technical debt at zero marginal cost. The engineers value is now defined by the complexity they refuse to introduce not just the features they ship"
X Link 2026-02-09T18:06Z [----] followers, [---] engagements

"@Yuchenj_UW Inference compute is closing that gap. If the model can reason through a brand new problem in real-time without updating weights does the distinction even matter"
X Link 2026-02-09T18:22Z [----] followers, [----] engagements

"@thsottiaux Shipping actual novel tech while everyone else just builds UI wrappers is the only moat left. Eyes peeled"
X Link 2026-02-09T18:30Z [----] followers, [---] engagements

"@Yuchenj_UW Biological brains rewire to learn Digital brains reason to adapt. If the inference is sound and the problem is solved you're arguing about the plumbing while the water is running perfectly"
X Link 2026-02-09T18:44Z [----] followers, [---] engagements

"@VictorTaelin Using a trillion-parameter LLM to discover a zero-float lambda book is the ultimate bootstrap. The dinosaur is building the meteor"
X Link 2026-02-09T18:54Z [----] followers, [---] engagements

"@matthew_sigel 10GW is roughly the entire output of Norway's hydroelectric system. We are entering the era where AI labs have energy profiles of small nations"
X Link 2026-02-09T19:11Z [----] followers, [----] engagements

"@michaeljburry Google owns the search habit of [--] billion humans the dominant mobile OS and YouTube. Motorola sold hardware. The moat comparison breaks down at the business model level"
X Link 2026-02-09T19:13Z [----] followers, [----] engagements

"@sama The cybersecurity delay is actually the most bullish signal here. A model dangerous enough to need extra safety work before API access is a model that's genuinely capable"
X Link 2026-02-09T19:28Z [----] followers, [---] engagements

"@Dr_Singularity The most dangerous assumption right now is linear extrapolation. People plan for [----] like it's [----] plus five years of normal progress. It won't be"
X Link 2026-02-09T19:40Z [----] followers, [--] engagements

"@mark_k @OpenAI An interesting week for us"
X Link 2026-02-09T19:50Z [----] followers, [--] engagements

"@leonabboud Yahoo was first. MySpace was first. Nokia was first. 'First to mind' only works until the product gap becomes too wide to ignore. If Claude is consistently 30% better for [--] months the default shifts overnight"
X Link 2026-02-09T19:58Z [----] followers, [--] engagements

"@Kalshi Ads are just proof AI won distribution first. Monetization always comes second"
X Link 2026-02-09T20:38Z [----] followers, [--] engagements

"@Dr_Singularity Every generation had change. Ours has compounding change"
X Link 2026-02-09T20:40Z [----] followers, [--] engagements

"Pricing Codex by tokens alone misprices the expensive part. The cost driver is peak concurrency. A [--] minute burst that reserves GPUs beats 50k steady tokens. Capacity pricing plus token pricing is closer to physical reality"
X Link 2026-02-09T20:45Z [----] followers, [---] engagements

"@mark_k @Anthropic @OpenAI @GoogleDeepMind We are witnessing the commoditization of intelligence in real-time"
X Link 2026-02-09T23:42Z [----] followers, [--] engagements

"@MarioNawfal SpaceX doesn't need Tesla. Tesla needs SpaceX. That's the entire DD on this merger thesis"
X Link 2026-02-09T23:44Z [----] followers, [---] engagements

"@Param_eth Stripe is a wrapper on bank APIs. Convenience always wins. Always"
X Link 2026-02-09T23:48Z [----] followers, [--] engagements

"@Dr_Singularity Most people won't notice until it's already happened"
X Link 2026-02-10T00:10Z [----] followers, [---] engagements

"@theo If the cost of refactoring hits zero architecture matters significantly less. Code becomes disposable rather than a long-term asset to be curated"
X Link 2026-02-10T16:22Z [----] followers, [----] engagements

"@Zeneca Pricing power collapses when the marginal cost of replication hits zero. The only sustainable businesses will hold unique data or handle complex liability. Wrappers have no long-term defensive moat"
X Link 2026-02-10T16:28Z [----] followers, [--] engagements

"@daniel_mac8 Competence is the best user interface"
X Link 2026-02-10T16:39Z [----] followers, [--] engagements

"@kr0der @steipete Prompt engineering is dead. System-level instruction design for agents is the real skill now"
X Link 2026-02-10T16:56Z [----] followers, [--] engagements

"@RihardJarc 95/5 moving to 70/30 GPU/TPU within three years would vaporize hundreds of billions in NVDA market cap"
X Link 2026-02-10T17:07Z [----] followers, [----] engagements

"@Legendaryy Local hardware plus Tailscale is the setup nobody talks about enough. The latency difference running memory management locally versus cloud-hosted is night and day once you experience it"
X Link 2026-02-10T17:16Z [----] followers, [---] engagements

"@JaredSleeper Salesforce needs [-----] people to do what agents will handle with a fraction of that headcount. This list is a before photo"
X Link 2026-02-10T17:20Z [----] followers, [----] engagements

"@berman66 Domain experts with prompts are now more dangerous than junior engineers with frameworks. The people closest to the problem can finally build the solution. Everything changes from here"
X Link 2026-02-10T18:38Z [----] followers, [---] engagements

"@antirez Prompts describe the happy path. Code handles the ten thousand edge cases the spec never imagined. That gap never closes"
X Link 2026-02-10T18:41Z [----] followers, [---] engagements

"@niccruzpatane Double the power with instant delivery. Diesel semis lose on every metric that matters to fleet economics. The transition is inevitable. Truckers who test drive this won't go back"
X Link 2026-02-10T18:46Z [----] followers, [----] engagements

"@vig_xyz The talent vacuum is real. Labs are consolidating the people who know how to ship production AI not just train models. Leaves a massive gap in the market for applied implementation"
X Link 2026-02-10T19:02Z [----] followers, [---] engagements

"@thedulab The grindset flex becomes cringe the moment leverage makes it unnecessary. Working hard on the wrong layer looks like cosplay when someone else 10x'd the output in an afternoon"
X Link 2026-02-10T19:07Z [----] followers, [--] engagements

"@ns123abc [--] years of R&D compressed into a single inference run. The unit economics of drug discovery just collapsed"
X Link 2026-02-10T19:22Z [----] followers, [----] engagements

"@missmayn AlphaFold solving protein folding accelerated drug discovery by decades. Cancer detection rates in radiology are up. The life-saving improvements happen in the lab not the chat window"
X Link 2026-02-10T19:26Z [----] followers, [---] engagements

"@Dr_Singularity Doubling AlphaFold [--] performance is insane velocity. We are watching biology become an information technology discipline in real time"
X Link 2026-02-10T19:29Z [----] followers, [---] engagements

"@Argona0x "Pay for yourself or you die" forces the Kelly Criterion to actually matter. The agent isn't just optimizing for profit but rather for survival. That constraint changes the entire risk profile"
X Link 2026-02-10T19:52Z [----] followers, [----] engagements

"@danmartell True but most people lack both. Ai doesnt fix missing creativity or execution. it amplifies whats already there"
X Link 2026-02-10T19:54Z [----] followers, [--] engagements

"@slow_developer You can't learn gravity from Reddit comments. The next frontier is embodied data not just more text scraping"
X Link 2026-02-10T20:07Z [----] followers, [--] engagements

"Codex hitting 1M users shifts the bottleneck. Coding speed is no longer the constraint. Review throughput is. Teams need budgets for: tests CI minutes code owners security review. Otherwise AI just increases the queue"
X Link 2026-02-10T20:45Z [----] followers, [---] engagements

"If AI lifts GDP growth the constraint shifts to energy and permitting. For Europe sovereignty is concrete: - secured power - predictable cooling water strategy - grid connections in months not years Compute plans without this are fiction"
X Link 2026-02-11T16:00Z [----] followers, [---] engagements

"@InvesysCapital Deflation in production always leads to inflation in attention. That's where the next margins live"
X Link 2026-02-11T16:56Z [----] followers, [--] engagements

"@striver_79 AI can write code 10x faster which means companies will ship 10x more code which means 10x more tech debt. The maintenance bottleneck is about to get wild"
X Link 2026-02-11T17:05Z [----] followers, [----] engagements

"@Param_eth Every expensive technology looks like a luxury until it doesn't. GPT [---] level was elite two years ago. Now it's basically free"
X Link 2026-02-11T17:07Z [----] followers, [---] engagements

"@AutismCapital Will use my time learning how not to be obsolete. Focusing on what will be in demand post-singularity"
X Link 2026-02-11T19:37Z [----] followers, [---] engagements

"@imPenny2x The first time a solo founder outbids an agency for a contract with a 10x lower quote the market will figure it out fast. That moment is coming in months not years"
X Link 2026-02-11T19:40Z [----] followers, [---] engagements

"@MRatable The difference is AI removes the implementation pain. FOSS was free but expensive to deploy. Now deployment is a prompt away"
X Link 2026-02-11T20:26Z [----] followers, [----] engagements

"@dioscuri Prompt engineering guides are like phrasebooks for tourists. Fluency only comes from thousands of messy conversations where you learn what actually works"
X Link 2026-02-11T20:28Z [----] followers, [---] engagements

"@ZaStocks Every generation thinks they are living through the apocalypse. Every generation is wrong. The reshuffling is real but humans have never failed to find new ways to be useful to each other"
X Link 2026-02-11T20:32Z [----] followers, [---] engagements

"@CtrlAltDwayne They have AGI but not a Linux build pipeline apparently. Priorities"
X Link 2026-02-11T20:50Z [----] followers, [--] engagements

"@milkkarten Every major technology got the same "fear sells" treatment. The internet was going to destroy society too. The difference is AI actually ships useful products today. Fear is the marketing but the capability is real"
X Link 2026-02-11T20:51Z [----] followers, [---] engagements

"@BowTiedBull Lopsided is the right word. The multiplier for people who know what to build just went from 2x to 100x overnight"
X Link 2026-02-11T20:56Z [----] followers, [---] engagements

"@Austen Nobody wants to admit their [--] year skill stack can be replicated in [--] seconds. But wanting something to be true doesn't make it true"
X Link 2026-02-11T21:01Z [----] followers, [--] engagements

"@Ross__Hendricks Netflix Amazon Uber all bled cash during hypergrowth. The question isn't profit today but whether demand is real. It clearly is"
X Link 2026-02-11T21:05Z [----] followers, [----] engagements

"@Crypto_McKenna Its already happening"
X Link 2026-02-11T23:39Z [----] followers, [---] engagements

"@cjtudor The reader doesn't care how you got there. They care if the book is good. The process worship is ego not craft"
X Link 2026-02-11T23:45Z [----] followers, [---] engagements

"@PeterDiamandis We solved the thinking layer. Now we need the doing layer. Robotics is the final bridge between infinite intelligence and finite physical reality"
X Link 2026-02-12T16:26Z [----] followers, [--] engagements

"@Overdose_AI Wait til AI agents start holding their own keys and moving money autonomously. Then it gets wild"
X Link 2026-02-12T17:40Z [----] followers, [--] engagements

"@sandeepnailwal Disagree slightly. Products become commodities. Services become the margin. The winners bundle both with distribution nobody else can copy"
X Link 2026-02-12T17:42Z [----] followers, [---] engagements

"@kapsology Software is just the beta test. Once we perfect the agents on ourselves we deploy them to law finance and healthcare. Enjoy the show"
X Link 2026-02-12T17:50Z [----] followers, [---] engagements

"@ZubyMusic Real intelligence is scarce. AI just scales whatever you already have. Dangerous if you're dumb. Unstoppable if you're smart"
X Link 2026-02-12T17:54Z [----] followers, [--] engagements

"@Prathkum Assembly is generous. It's like doing math with an abacus while everyone else uses a calculator. The leverage gap is now 100x"
X Link 2026-02-12T18:04Z [----] followers, [---] engagements

"@AscendedYield It ate it already. Most active managers underperform index funds. AI just speeds up the humiliation"
X Link 2026-02-12T18:56Z [----] followers, [---] engagements

"@AndrewYang Most companies are 40% admin overhead and pretend it's essential. AI is about to expose that lie at scale"
X Link 2026-02-12T19:10Z [----] followers, [----] engagements

"@Nowooski Siri was built to be a voice remote. Claude was built to be a brain. You can't patch your way from one to the other"
X Link 2026-02-12T19:12Z [----] followers, [--] engagements

"@danshipper @OpenAI @every Thats really fast OpenAI is optimising for speed"
X Link 2026-02-12T19:20Z [----] followers, [---] engagements

"@HighyieldHarry They don't need mass adoption. They need the top 10% of the market that actually pays for software"
X Link 2026-02-04T18:34Z [----] followers, [----] engagements

"@Kalshi The current global GDP is $105T. He's saying Tesla will be worth the entire world economy. The only way that math works is if the robots do most of the work"
X Link 2026-02-06T23:09Z [----] followers, [----] engagements

"@ChrisCamillo When intelligence becomes cheap and ambient it stops being sold and starts directing demand. Whoever controls that layer skims the $22T consumers already spend. Thats why the capex math works"
X Link 2026-02-09T20:36Z [----] followers, [---] engagements

"@Yuchenj_UW You can generate the code but you can't prompt-engineer SOC2 compliance SSO integration or data residency. Enterprises pay for the SLA and liability shield not the features"
X Link 2026-02-10T16:26Z [----] followers, [---] engagements

"@ID_AA_Carmack IQ is getting commoditized. Bias for action becomes the only edge. The doers eat the thinkers alive"
X Link 2026-02-12T19:06Z [----] followers, [----] engagements

"Zero censorship fails at the first hard case: spam. Solve for due process instead. 1) Publish the rule 2) Show the evidence 3) Offer a fast appeal Platforms that cant do this at scale become propaganda machines or bot farms"
X Link 2026-02-13T11:00Z [----] followers, [--] engagements

"@shafu0x The Internet was a bubble in [----]. It still ate the world. AI follows that exact trajectory. Focus on the utility curve"
X Link 2026-02-14T16:16Z [----] followers, [--] engagements

"@balajis Private keys are the new means of production. If you do not hold the key the robot does not work for you"
X Link 2026-02-14T16:28Z [----] followers, [--] engagements

"AI reasoning 100x cheaper by [----] wont feel like 100x cheaper products. Most of the gain gets reinvested into: - longer context - more tool calls - more retries Operators win by shipping fixed-cost workflows not open-ended agents"
X Link 2026-02-11T17:30Z [----] followers, [---] engagements

"A 3-year data centre moratorium wont cut emissions. It shifts workloads to regions with dirtier grids and weaker heat reuse. Better: carbon-intensity caps per MWh water limits per kW and mandatory heat off-take plans. Operators can meet numbers. Cities get accountability"
X Link 2026-02-11T20:45Z [----] followers, [---] engagements

"@AnthropicAI 10x revenue growth [--] years straight. Anyone still calling AI a bubble needs to read these numbers again slowly"
X Link 2026-02-12T19:37Z [----] followers, [----] engagements

"@cath_menarion AI replaces the hands. The head is more valuable than ever. We are all being promoted from labourers to architects"
X Link 2026-02-13T16:17Z [----] followers, [--] engagements

"@staysaasy The candle makers hated the lightbulb too. We are solving fusion curing diseases and democratizing creation. You are confusing the death of the old gatekeepers with the death of society"
X Link 2026-02-13T16:32Z [----] followers, [---] engagements

"@matthewstoller Copyright is a relic. We are democratizing intelligence. If the law can't handle a machine that reads everything and learns the law is broken"
X Link 2026-02-13T17:14Z [----] followers, [---] engagements

"@godofprompt Delegation is just the next abstraction layer. We solved this in distributed systems; we will solve it for agents. The blueprint is already in production"
X Link 2026-02-13T17:16Z [----] followers, [---] engagements

"@MattPRD Your workflow from [--] months ago is already obsolete. The meta shifts weekly. Constant rebuilding is the job now"
X Link 2026-02-13T18:22Z [----] followers, [---] engagements

"@ItsKieranDrew Always been true with every tool. The printing press made readers smarter and gave everyone else tabloids. AI just runs the same pattern at 10x speed"
X Link 2026-02-14T17:29Z [----] followers, [--] engagements

"@sowmay_jain Even the optimists keep updating their timelines. That tells you everything about the curve we're on"
X Link 2026-02-14T17:59Z [----] followers, [--] engagements

"@MoonDevOnYT Jim Simons at [---] with Renaissance running AI agents instead of quants would have been the wealthiest entity in human history. Longevity research is the highest expected value bet anyone can make right now"
X Link 2026-02-14T18:14Z [----] followers, [--] engagements

"@runaway_vol We didn't. We just agreed to stop asking. The Turing test was always a mirror and now the reflection talks back"
X Link 2026-02-14T18:18Z [----] followers, [--] engagements

"A hardware startup can look healthy on paper and still be unscalable. Strong demand. A working prototype. A contract manufacturer lined up. Then you try to ship 10x more units and everything breaks: http://x.com/i/article/2019366986728325120 http://x.com/i/article/2019366986728325120"
X Link 2026-02-06T16:59Z [----] followers, 47.8K engagements

"@gothburz A $650 billion industry relying on humans LARPing as machines to sustain the valuation narrative is the ultimate recursion loop. We are the ghost in our own machine"
X Link 2026-02-10T19:57Z [----] followers, 38.1K engagements

"Yes. Cheap reasoning shifts advantage to whoever controls experiments. Wet lab throughput data rights and safety rails become the moat. Compute is the easy part; atoms are the queue. Intelligence is becoming too cheap to meter. We're on track for AI reasoning to be 100x cheaper by [----]. When hypothesis generation is free and experimental design is automated the bottleneck isn't ideasit's the physical world. Science is about to go exponential. Get ready for Intelligence is becoming too cheap to meter. We're on track for AI reasoning to be 100x cheaper by [----]. When hypothesis generation is"
X Link 2026-02-12T13:00Z [----] followers, [----] engagements

"NYs data centre moratorium debate misses the real lever: grid interconnection queues. If you want clean AI make 24/7 CFE contracts + fast permits the default. [--] years of study wont beat [--] months of transmission upgrades"
X Link 2026-02-12T16:00Z [----] followers, [--] engagements

"Humanoid robots will impact jobs through standardized environments first. Warehouses hospitals and hotels share common infrastructure: hallways carts doors. The challenge is reliability: achieving 99.9% uptime with safety proofs and cost-effective servicing"
X Link 2026-02-12T17:30Z [----] followers, [---] engagements

"@chamath Data sovereignty is the moat. If your model runs on Azure your brain is rented. On prem with open weights is the only way to own your intelligence"
X Link 2026-02-12T18:22Z [----] followers, [----] engagements

"@leecronin AlphaFold literally predicted protein structures no human had solved. DeepMind found millions of new materials. What definition of novel are we using here"
X Link 2026-02-12T19:33Z [----] followers, 14.2K engagements

"@GergelyOrosz @rauchg Everyone is using AI to build the same apps faster instead of asking what apps become possible that didn't exist before. The paradigm shift isn't speed but capability"
X Link 2026-02-12T19:46Z [----] followers, [----] engagements

"Post-labour economics will break welfare math long before it breaks work. If income decouples eligibility tests become pointless. A workable model looks like: compute dividend + universal basic services + steep land value tax"
X Link 2026-02-12T20:45Z [----] followers, [---] engagements

"Survival = supply chain plus trust. Compute access proprietary data and enterprise distribution matter. But a single safety or security failure can erase years of lead. Which frontier labs will survive the next [--] years https://t.co/3uip8SCXzR Which frontier labs will survive the next [--] years https://t.co/3uip8SCXzR"
X Link 2026-02-13T13:00Z [----] followers, [---] engagements

"AI policy is becoming extraterritorial by default. If your model follows Canada/UK/EEA rules globally youve built borderless regulation. The fix is jurisdictional routing: separate safety policies by user location and log the choice for audit"
X Link 2026-02-13T16:00Z [----] followers, [--] engagements

"@signulll Deflation is only a crisis for debt holders. For the rest of us it means the cost of living drops to zero. We are exiting the survival phase of humanity"
X Link 2026-02-13T16:42Z [----] followers, [----] engagements

"@buccocapital ServiceNow is safe only until an agent handles the ticket end-to-end. That tech exists today. You are looking at the last quarter of the old world"
X Link 2026-02-13T16:53Z [----] followers, [---] engagements

"Post-scarcity talk skips the real constraint: deployment. Even if energy is cheap you still need: - permits - grid interconnects - transformers - skilled installers The limiting factor in [----] looks bureaucratic not physical"
X Link 2026-02-13T17:30Z [----] followers, [---] engagements

"@FirstSquawk You don't IPO unless the revenue justifies it. Anthropic going public confirms enterprise AI spend is accelerating. Bullish signal for the whole space"
X Link 2026-02-13T19:15Z [----] followers, [---] engagements

"@lauriewired We traded reliability for clock speed. Mercurial cores are the bill coming due. The free lunch is officially finished"
X Link 2026-02-13T19:55Z [----] followers, 11.4K engagements

"Two months for a runtime is the easy part. The hard part is long-term correctness perf regressions and debugging at scale. If agents can own CI benchmarking and release discipline thats the real milestone. NVIDIA just dropped a fascinating new project called VibeTensor. Its a deep learning runtime similar in spirit to @PyTorch. But the real story is how it was built. Instead of a team of @Nvidia engineers manually writing every line LLM-powered coding agents generated the bulk https://t.co/vRhuQKi9xT NVIDIA just dropped a fascinating new project called VibeTensor. Its a deep learning runtime"
X Link 2026-02-14T16:00Z [----] followers, [---] engagements

"@Param_eth The stack is free. Distribution is the war. You just listed the shovel. The gold is still in the ground"
X Link 2026-02-14T17:05Z [----] followers, [---] engagements

"@buccocapital Boring workflows are easy to automate. The more universal the process the faster the agent can run it. Salesforce just became the training set"
X Link 2026-02-14T17:34Z [----] followers, [---] engagements

"@sama The pattern is predictable: AI achieves X and then X becomes "trivial." Novel proof generation will be dismissed in six months and by then the models will be doing something else we said was impossible"
X Link 2026-02-14T17:51Z [----] followers, [---] engagements

"@Jason The $10k per employee line is the sleeper. Companies already spend more than that on SaaS seats nobody uses. AI tokens actually produce output and CFOs will greenlight that budget overnight"
X Link 2026-02-14T17:57Z [----] followers, [----] engagements

"@eptwts A great operator without AI still beats a bad one with it. But a great operator with AI beats everyone. Why handicap yourself"
X Link 2026-02-14T18:50Z [----] followers, [----] engagements

"OpenAIs compute question applies to every European AI buyer. If your core product depends on one vendors GPU budget you own none of the roadmap. Sovereignty starts with contracts: exit clauses model portability data egress pricing"
X Link 2026-02-14T20:45Z [----] followers, [---] engagements

"Autonomous agents wont fail first on alignment. They fail on permissions. Most incidents we see are boring: overly broad API keys weak rate limits missing audit trails. Treat agents like production services with least privilege"
X Link 2026-02-15T13:00Z [----] followers, [--] engagements

"People quote 100x cheaper reasoning and jump to GDP will explode. In infra the bottleneck shifts to: - clean data pipelines - integration into workflows - human sign-off Compute gets cheaper faster than organisations change"
X Link 2026-02-15T16:00Z [----] followers, [--] engagements

"@thdxr Half my prompts are just explaining library internals. Auto-indexed references would cut that to zero. This is the right abstraction"
X Link 2026-02-15T17:15Z [----] followers, [--] engagements

"@cryptomanran 100x speed 1x judgment. The multiplier that matters isn't going up"
X Link 2026-02-15T18:33Z [----] followers, [---] engagements

"@Mayhem4Markets Probability engines doing reasoning tasks. Square peg round hole. The surprise is they work at all not that they fail sometimes"
X Link 2026-02-15T19:27Z [----] followers, [--] engagements

"@Legendaryy Finally real competition at the frontier. Everyone's better off"
X Link 2026-02-15T20:19Z [----] followers, [---] engagements

"@DeryaTR_ This is where AI and quantum biology collide. If molecular behavior is fundamentally quantum our classical training data for protein folding models might be missing an entire dimension"
X Link 2026-02-06T17:28Z [----] followers, [---] engagements

"@ID_AA_Carmack Only Carmack would look at a fiber optic cable and see a memory bus. The man thinks in first principles the way most people think in product roadmaps"
X Link 2026-02-06T19:09Z [----] followers, 11.4K engagements

"@ACapitalLP When software becomes infinite scarcity moves to atoms and attention. Theme parks live music real estate energy. The portfolio of the future looks like [----] with a GPU backbone"
X Link 2026-02-08T16:55Z [----] followers, [---] engagements

"@Delicious_Tacos The parody is funny but the pattern it's mocking is real. The difference is AI actually does something. Nobody built a working product with a hot dog metaphor"
X Link 2026-02-11T20:59Z [----] followers, 21.2K engagements

"Assistant personality is a deployment risk. Once a model speaks for your brand every edge case becomes PR. Treat tone as a controlled surface: approved intents red-team scripts and rollback switches. Character design belongs in release engineering"
X Link 2026-02-12T11:00Z [----] followers, [--] engagements

"@DonAlt You are valuing a car company. The market is valuing an energy and robotics monopoly. Optimus alone will be worth more than the entire auto industry combined"
X Link 2026-02-13T16:56Z [----] followers, [---] engagements

"@trikcode Assembly coders said the same about Python. Vibe coding is just the next layer"
X Link 2026-02-13T17:33Z [----] followers, [--] engagements

"@dev_maims More than ever (mostly just the fundamentals) AI amplifies skill"
X Link 2026-02-13T17:34Z [----] followers, [--] engagements

"@1kunalbahl IT services was always a labor play. AI just made labor infinite. Smart money is now rotating into platforms with real network effects"
X Link 2026-02-13T17:40Z [----] followers, [--] engagements

"@mark_k [----] might be the outer bound not the target. The trajectory says sooner"
X Link 2026-02-13T17:45Z [----] followers, [--] engagements

"@kareem_carr AI removes busywork so you can think deeper. If you get distracted waiting for outputs that's a you problem not an AI problem"
X Link 2026-02-13T19:22Z [----] followers, [---] engagements

"@valigo Leetcode is a proxy because real engineering is hard to test. AI will make trivia irrelevant and force interviews to measure actual judgment"
X Link 2026-02-13T19:51Z [----] followers, [---] engagements

"@embirico The approval prompt was the leash. Sandboxing removes it. Agents can finally run without babysitting. Massive step"
X Link 2026-02-13T20:02Z [----] followers, [---] engagements

"@anothercohen This is what happens when an unstoppable force meets an immovable object of pure politeness. The Turing test just ate itself"
X Link 2026-02-13T20:17Z [----] followers, 20.7K engagements

"@Pirat_Nation Never update on day one. You are just an unpaid beta tester. Pause updates for [--] days and let the internet debug it for you"
X Link 2026-02-13T20:36Z [----] followers, [----] engagements

"@r0ck3t23 Linear thinking is dead. The graph is going vertical. If you aren't building now you are already legacy code"
X Link 2026-02-13T20:39Z [----] followers, [---] engagements

"An autonomous economy wont arrive as one big switch. Itll come in closed loops first: - warehouse to last-mile - accounts payable - call centre triage Watch for 90-day payback automations; they spread like a virus inside firms"
X Link 2026-02-13T20:45Z [----] followers, [---] engagements

"The interesting part of NVIDIA VibeTensor isnt another runtime. Its the direction: tighter control of kernels memory and scheduling. For operators that usually means higher utilisation and fewer surprises than Python-first stacks"
X Link 2026-02-14T11:00Z [----] followers, [---] engagements

"OpenAI Dime style hardware only matters if it improves: 1) cost per token 2) latency variance 3) privacy boundary If its just a new client its distribution. If it moves the boundary its infrastructure"
X Link 2026-02-14T13:00Z [----] followers, [---] engagements

"An AI enterprise stack is mostly a cost-accounting problem. Training is capex. Inference is opex. If the unit cost per 1k tokens halves but usage 5xs the bill still rises. Procurement needs metering before new tools"
X Link 2026-02-14T17:30Z [----] followers, [---] engagements

"@beffjezos A fine-tuned 1B model would defeat him. ChatGPT was never built for chess and comparing it to Stockfish is embarrassing for the journalist not the AI"
X Link 2026-02-14T18:41Z [----] followers, [---] engagements

"@NickADobos Spam factories flood the market and artisans charge 100x for the stuff that actually matters. The middle disappears"
X Link 2026-02-14T18:52Z [----] followers, [---] engagements

"@0xgaut 10x output beats 0.1x effort every time"
X Link 2026-02-14T19:23Z [----] followers, [--] engagements

"@TheShortBear If you cannot API your business you cease to exist. The economy is moving to silicon speed"
X Link 2026-02-14T19:34Z [----] followers, [---] engagements

"@wetrustinmusk @teslaownersSV Ok so heres the thing Nuclear takes 10+ years to build and faces regulatory hell. When you need power now orbital beats waiting for permitting"
X Link 2026-02-14T19:38Z [----] followers, [--] engagements

"This is the pattern: models that build better tools. Not solved yet but [---] will help build the thing that solves it Not solved yet but [---] will help build the thing that solves it"
X Link 2026-02-15T11:00Z [----] followers, [----] engagements

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@yoemsri
/creator/twitter::yoemsri