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[@Stepmark_Jay](/creator/twitter/Stepmark_Jay)
"Biggest surprise from $GOOGL s earnings is the 450M of Gemini users. These are people who downloaded the app independent of AI Mode in Search. Impressive"  
![@Stepmark_Jay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16174095.png) [@Stepmark_Jay](/creator/x/Stepmark_Jay) on [X](/post/tweet/1948151653275942981) 2025-07-23 22:42:03 UTC XXX followers, XXX engagements


"Any strong argument on why xAI needs to build their own data center vs partnering with a hyperscaler Seems to be a distraction to own the full tech stack when the AI market is moving so rapidly"  
![@Stepmark_Jay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16174095.png) [@Stepmark_Jay](/creator/x/Stepmark_Jay) on [X](/post/tweet/1947770873072783459) 2025-07-22 21:28:58 UTC XXX followers, XXX engagements


"Intel's 14A disclosure is suboptimal but there is still a need for a national chip champion. There is no better domestic alternative than Intel which designs the chips owns the fabs and serves as a natsec priority. Will the govt will step in before a "GM-style" assistance is required I like @benthompson 's idea of the government creating a strategic AI data center but think that is highly unlikely"  
![@Stepmark_Jay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16174095.png) [@Stepmark_Jay](/creator/x/Stepmark_Jay) on [X](/post/tweet/1948739625197207654) 2025-07-25 13:38:27 UTC XXX followers, X engagements


"I think what the President is saying is that he wont push for legislation that calls for making payments to copyright holders. Nothing is holding back the free market to pay for content. Let the market figure it out seems like a fair policy to me"  
![@Stepmark_Jay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16174095.png) [@Stepmark_Jay](/creator/x/Stepmark_Jay) on [X](/post/tweet/1948397505927905616) 2025-07-24 14:58:59 UTC XXX followers, XX engagements


"@AaronAnandji @skanwar Im heading back to Toronto to visit my aging parents this summer. Anyone I should hit up in AI while Im in town Ive been in Silicon Valley forever and looking to bridge the two ecosystems"  
![@Stepmark_Jay Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::16174095.png) [@Stepmark_Jay](/creator/x/Stepmark_Jay) on [X](/post/tweet/1947688489790935187) 2025-07-22 16:01:36 UTC XXX followers, XXX engagements

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

@Stepmark_Jay "Biggest surprise from $GOOGL s earnings is the 450M of Gemini users. These are people who downloaded the app independent of AI Mode in Search. Impressive"
@Stepmark_Jay Avatar @Stepmark_Jay on X 2025-07-23 22:42:03 UTC XXX followers, XXX engagements

"Any strong argument on why xAI needs to build their own data center vs partnering with a hyperscaler Seems to be a distraction to own the full tech stack when the AI market is moving so rapidly"
@Stepmark_Jay Avatar @Stepmark_Jay on X 2025-07-22 21:28:58 UTC XXX followers, XXX engagements

"Intel's 14A disclosure is suboptimal but there is still a need for a national chip champion. There is no better domestic alternative than Intel which designs the chips owns the fabs and serves as a natsec priority. Will the govt will step in before a "GM-style" assistance is required I like @benthompson 's idea of the government creating a strategic AI data center but think that is highly unlikely"
@Stepmark_Jay Avatar @Stepmark_Jay on X 2025-07-25 13:38:27 UTC XXX followers, X engagements

"I think what the President is saying is that he wont push for legislation that calls for making payments to copyright holders. Nothing is holding back the free market to pay for content. Let the market figure it out seems like a fair policy to me"
@Stepmark_Jay Avatar @Stepmark_Jay on X 2025-07-24 14:58:59 UTC XXX followers, XX engagements

"@AaronAnandji @skanwar Im heading back to Toronto to visit my aging parents this summer. Anyone I should hit up in AI while Im in town Ive been in Silicon Valley forever and looking to bridge the two ecosystems"
@Stepmark_Jay Avatar @Stepmark_Jay on X 2025-07-22 16:01:36 UTC XXX followers, XXX engagements

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