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[@Bunnyk199](/creator/twitter/Bunnyk199)
"@SixSigmaCapital Palantir just knows things about the world that normal humans wouldn't. Nvidia makes money Palantir makes nation states"  
[X Link](https://x.com/Bunnyk199/status/1979873131134341378) [@Bunnyk199](/creator/x/Bunnyk199) 2025-10-19T11:31Z XXX followers, XXX engagements


"Amazon - $AMZN X. The "Future" Never Arrives: The XX% revenue growth might be the last gasp before a sharp slowdown. The ecosystem might have hit saturation (e.g. "everyone who wants Prime already has it"). X. The "Cash Flow" Compresses: The company might be forced into a price war (e.g. in cloud computing or advertising) that kills its margins. In this case revenue might still grow XX% but OCF could stagnate or fall. X. The Capital Allocation Trap: The company generates huge OCF but management destroys it through dumb acquisitions or wasteful "moonshot" projects. A low multiple can be a vote"  
[X Link](https://x.com/Bunnyk199/status/1979948410729005387) [@Bunnyk199](/creator/x/Bunnyk199) 2025-10-19T16:31Z XXX followers, XX engagements


"OpenAI is Patient Zero: To call OpenAI a "company" is a category error. It is the Patient Zero of the AI bubble because it is not a business; it is a narrative singularity. A normal bubble (like in 2000 or 2008) is a distributed phenomenon. Its built on a sector (internet) or an asset class (mortgages). The AI bubble is different. It is a highly concentrated centralized phenomenon that originates from a single private unelected entity. The $1T in capital expenditure and the 28x P/E ratios for mega-caps trace their lineage back to one core belief: that the promise demonstrated by OpenAI is"  
[X Link](https://x.com/Bunnyk199/status/1979951981415580012) [@Bunnyk199](/creator/x/Bunnyk199) 2025-10-19T16:45Z XXX followers, XX engagements


"To call OpenAI a "company" is a category error. It is the Patient Zero of the AI bubble because it is not a business; it is a narrative singularity. A normal bubble (like in 2000 or 2008) is a distributed phenomenon. Its built on a sector (internet) or an asset class (mortgages). The AI bubble is different. It is a highly concentrated centralized phenomenon that originates from a single private unelected entity. The $1T in capital expenditure and the 28x P/E ratios for mega-caps trace their lineage back to one core belief: that the promise demonstrated by OpenAI is real accelerating and will"  
[X Link](https://x.com/Bunnyk199/status/1979952846671065337) [@Bunnyk199](/creator/x/Bunnyk199) 2025-10-19T16:48Z XXX followers, 2234 engagements


"@jonshulkin How many users does ChatGPT have and how many does Grok There's no point of owning all the compute in the world if you can't manger to capture even X% of OpenAI's users"  
[X Link](https://x.com/Bunnyk199/status/1979953998041170372) [@Bunnyk199](/creator/x/Bunnyk199) 2025-10-19T16:53Z XXX followers, XX engagements


"Elon's narrative culminating in the promise of Grok-5 and AGI is not just a commercial endeavor; it is a moral crusade. The prophecy is not simply that AGI is coming but that all other AGIs (specifically OpenAI's) will be "woke" and "untruthful" posing an existential risk. Only his AGI - Grok will be a "maximally curious" "truth-seeking" savior"  
[X Link](https://x.com/Bunnyk199/status/1979955894768320831) [@Bunnyk199](/creator/x/Bunnyk199) 2025-10-19T17:00Z XXX followers, XX engagements


"OpenAI is the Patient Zero of the AI bubble because it is not a business; it is a narrative singularity. A normal bubble (like in 2000 or 2008) is a distributed phenomenon. Its built on a sector (internet) or an asset class (mortgages). The AI bubble is different. It is a highly concentrated centralized phenomenon that originates from a single private unelected entity. The $1T in capital expenditure and the 28x P/E ratios for mega-caps trace their lineage back to one core belief: that the promise demonstrated by OpenAI is real accelerating and will culminate in AGI. OpenAI is the source code"  
[X Link](https://x.com/Bunnyk199/status/1979957301097496708) [@Bunnyk199](/creator/x/Bunnyk199) 2025-10-19T17:06Z XXX followers, XXX engagements


"xAI too has distribution Both Meta and xAI need to get their act together xAI Google & OpenAI have approximately the same compute capacity and that proves that more compute doesn't equal more users revenue daily activity etc"  
[X Link](https://x.com/Bunnyk199/status/1980006596374852058) [@Bunnyk199](/creator/x/Bunnyk199) 2025-10-19T20:22Z XXX followers, XX engagements


"Total Major outages in the last X years of Cloud Providers :- AWS (Amazon) - XX Azure (Microsoft) - XX Google Cloud (Alphabet) - X BITCOIN - X ⚡"  
[X Link](https://x.com/Bunnyk199/status/1980291420226510934) [@Bunnyk199](/creator/x/Bunnyk199) 2025-10-20T15:14Z XXX followers, XXX engagements