# ![@AnthPB Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3013702747.png) @AnthPB Anthony Bardaro

Anthony Bardaro posts on X about ai, $googl, agentic, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3013702747/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:interactions.svg)

- [--] Week [-----] +1.50%
- [--] Month [------] +2.50%
- [--] Months [-------] +59%
- [--] Year [-------] -31%

### Mentions: [--] [#](/creator/twitter::3013702747/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:posts_active.svg)

- [--] Month [--] -44%
- [--] Months [---] +18%
- [--] Year [---] -8%

### Followers: [-----] [#](/creator/twitter::3013702747/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:followers.svg)

- [--] Week [-----] -0.03%
- [--] Month [-----] +0.62%
- [--] Months [-----] +2.70%
- [--] Year [-----] +5.10%

### CreatorRank: [-------] [#](/creator/twitter::3013702747/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3013702747/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  39.06% [technology brands](/list/technology-brands)  32.03% [finance](/list/finance)  24.22% [cryptocurrencies](/list/cryptocurrencies)  6.25% [social networks](/list/social-networks)  4.69% [nfl](/list/nfl)  4.69% [celebrities](/list/celebrities)  3.13% [countries](/list/countries)  2.34% [automotive brands](/list/automotive-brands)  1.56% [travel destinations](/list/travel-destinations)  1.56%

**Social topic influence**
[ai](/topic/ai) 36.72%, [$googl](/topic/$googl) 15.63%, [agentic](/topic/agentic) 7.03%, [$nvda](/topic/$nvda) 6.25%, [in the](/topic/in-the) 5.47%, [open ai](/topic/open-ai) 4.69%, [llm](/topic/llm) #382, [esp](/topic/esp) #432, [token](/topic/token) 3.91%, [nfl](/topic/nfl) 3.91%

**Top accounts mentioned or mentioned by**
[@osanseviero](/creator/undefined) [@modestproposal1](/creator/undefined) [@emollick](/creator/undefined) [@annotote](/creator/undefined) [@jayagup10](/creator/undefined) [@bucknsf](/creator/undefined) [@thestalwart](/creator/undefined) [@sama](/creator/undefined) [@ashugarg](/creator/undefined) [@lexfridman](/creator/undefined) [@jandawson](/creator/undefined) [@firstadopter](/creator/undefined) [@mariocibellis](/creator/undefined) [@oriolvinyalsml](/creator/undefined) [@hdubugras](/creator/undefined) [@lucasshaw](/creator/undefined) [@super70ssports](/creator/undefined) [@fabknowledge](/creator/undefined) [@onodacapital](/creator/undefined) [@shanumathew93](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [SPX6900 (SPX)](/topic/$spx) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Salesforce Inc (CRM)](/topic/$crm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/tesla) [Astera Labs, Inc. (ALAB)](/topic/$alab) [SPDR GOLD ETF (GLD)](/topic/$gld) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Bitcoin (BTC)](/topic/$btc) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Ares Management, Corp. (ARES)](/topic/$ares) [Oracle Corporation (ORCL)](/topic/$orcl) [GitLab Inc. (GTLB)](/topic/$gtlb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"/2 and an oldie but goodie AI performance vs $spx $rsp $spxew: "so far only the Al infrastructure providers have generated substantial excess returns" 🟦 Al infrastructure stocks (semiconductors etc) 🟨 AI software 🟥 AI downstream beneficiaries __ https://x.com/i/status/1987753654481310150 https://x.com/i/status/1965967943218704802 https://x.com/i/status/1987753654481310150 https://x.com/i/status/1965967943218704802"  
[X Link](https://x.com/AnthPB/status/2016364959383351682)  2026-01-28T04:17Z [----] followers, [---] engagements


"related 🧵s: https://x.com/i/status/1960099842975551781 https://x.com/i/status/2004640889168433631 @BucknSF /9 these data gravity and SOR competitive advantages aren't exclusive to Google (e.g. $msft $crm alluded to above) but $googl has executed best so far winning with legacy incumbent advantages as aggregator with inroads to platform stopgap ("kludgy hacks") when needed https://t.co/T26QMdKHI8 https://x.com/i/status/1960099842975551781 https://x.com/i/status/2004640889168433631 @BucknSF /9 these data gravity and SOR competitive advantages aren't exclusive to Google (e.g. $msft $crm alluded"  
[X Link](https://x.com/AnthPB/status/2017104978729369648)  2026-01-30T05:17Z [----] followers, [---] engagements


"one of many new features in the Google Finance beta but I mean look at this an earnings report conference call feed and live transcript embedded into the web app: $googl"  
[X Link](https://x.com/AnthPB/status/2019538631673934226)  2026-02-05T22:28Z [----] followers, [--] engagements


"Mag7 hyperscaler capex update after 2025q4 earnings: 🟠 Amazon $amzn: $200B (vs $146B consensus estimate) 🟢 Google $googl: $175B-$185B (vs $119B) 🔵 Facebook $meta: $115B-$135B (vs $110B estimate) ⚪ Microsoft $msft: $120B (run rate based on 2Q) 🔴 Tesla $tsla: $20B (vs $11B) __ https://x.com/i/status/2019524685663494166 https://x.com/i/status/1987762180737888697 https://x.com/i/status/2019524685663494166 https://x.com/i/status/1987762180737888697"  
[X Link](https://x.com/AnthPB/status/2019546653401969028)  2026-02-05T23:00Z [----] followers, [---] engagements


"Wild that social security age limits haven't been increased in multiple generations esp given increase in life expectancy and average retirement age I mean I understand the political third rail but c'mon: Earliest eligibility age (EEA): Age to claim first benefits has remained at [--] since [----] for women and [----] for men at which time life expectancy was [----] years (+9.9 years higher today) Full Retirement Age (FRA): Increases from [--] to [--] years old layered-in by Reagan's [----] amendments when life expectancy was [----] (+5 years higher now) __ #ssi"  
[X Link](https://x.com/AnthPB/status/2019661928398799125)  2026-02-06T06:38Z [----] followers, [---] engagements


"blah blah Zachs strong buy upgrade blah blah but was someone accumulating $alab yesterday/August/July (more like cray cray M&A than 13f position building) #nia #dyodd #iknownothingfrfr"  
[X Link](https://x.com/anyuser/status/1965594847890604141)  2025-09-10T01:55Z [----] followers, [---] engagements


"better: "xAI plans to apply world models a more advanced form of AI than LLMs trained primarily on text data starting in gaming used to automatically generate interactive 3D environments and potentially be applied to AI systems for robotics" #elon https://www.ft.com/content/ac566346-53dd-4490-8d4c-5269906c64ee https://x.com/Jukanlosreve/status/1977344646952198474t=6LIR_4c3qGKPMO4BrJ-Cuw&s=19 FT: Elon Musks xAI is developing a technology known as world models which are artificial intelligence (AI) systems capable of understanding and designing physical environments. To achieve this xAI has"  
[X Link](https://x.com/anyuser/status/1977450126105825729)  2025-10-12T19:03Z [----] followers, [---] engagements


"more on "software is dead" and "the death of saas" wrt my "many dimensions to purchasing decision beyond price": "AI disruption thesis is a bit harder with $MDB because theres already a free version" __ #oss #foss https://x.com/i/status/2019040646833856993 https://x.com/i/status/1979067276423762287 AI disruption thesis is a bit harder with MDB because theres already a free version https://x.com/i/status/2019040646833856993 https://x.com/i/status/1979067276423762287 AI disruption thesis is a bit harder with MDB because theres already a free version"  
[X Link](https://x.com/anyuser/status/2019257569869537494)  2026-02-05T03:51Z [----] followers, [---] engagements


"AI coding race just two and a half weeks later OpenAI launched GPT [---] Codex (and Anthropic simultaneously upgrades to Claude Opus 4.6): 13-15% benchmark improvement ⚡25% faster 👾 Nvidia Blackwell GB200 NVL72 __ https://venturebeat.com/technology/openais-gpt-5-3-codex-drops-as-anthropic-upgrades-claude-ai-coding-wars-heat https://www.constellationr.com/insights/news/anthropic-launches-claude-opus-46-openai-rolls-out-gpt-53-codex https://x.com/i/status/2011562481580118501 @osanseviero hard to believe after Google was far and away SOTA only [--] month ago but Anthropic 🤯: Claude Opus 4.5"  
[X Link](https://x.com/anyuser/status/2019497418362966426)  2026-02-05T19:44Z [----] followers, [---] engagements


"So in the end did Twitter X ship a video editor. I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software"  
[X Link](https://x.com/AnthPB/status/2020370706421412155)  2026-02-08T05:34Z [----] followers, [---] engagements


"AI saasmageddon $igv: 📉 PERFORMANCE: Software has undergone the largest non-recessionary 12M drawdown in over [--] years (-34%) reducing its weight in the S&P [---] from 12.0% to 8.4% relative performance (on [--] [--] [--] and 12-month lookback windows) hovering around the the zero percentile 🥧 POSITIONING: at extreme lows net exposure to Software has collapsed to approximately the 1%ile since [----] while Semiconductor positioning has surged to the 100th percentile 📊 FUNDAMENTALS AND VALUATION: Given a combination of positive revisions in Sales and Earnings estimates for [----] along with the recent"  
[X Link](https://x.com/AnthPB/status/2021234415754461577)  2026-02-10T14:46Z [----] followers, [---] engagements


"so imho the way to vibe code atm is to use the best AI coding assistant of the moment (Claude Code Opus [---] or GPT [---] Codex) in your IDE/CLI but continually consulting another LLM on the side (Gemini etc) esp when AI gets stuck/hallucinates/lossy memory do I not see tweeps recommend this because either: nobody wants to admit their skills issue (projecting public programming/prompting flawlessness) everybody choosing manual (forgoing more fully automated efficiency/productivity of outsourcing more workflow to AIs) it's me hi I'm the problem it's me (aitoo)"  
[X Link](https://x.com/AnthPB/status/2022061484855935137)  2026-02-12T21:33Z [----] followers, [---] engagements


"America First means the US doesn't have to wait in line the bald eagle cuts the line and goes straight to the front amarite. QUEUE FREE BIRD 🦅 https://t.co/YQABxBqq3O QUEUE FREE BIRD 🦅 https://t.co/YQABxBqq3O"  
[X Link](https://x.com/AnthPB/status/2022131716870353183)  2026-02-13T02:12Z [----] followers, [---] engagements


"re US government macro economic data and stats Trump BLS introduced a new birth-death model methodology for NFP should increase monthly volatility but longer-term smoothing: +70k jobs methodological boost to headline nonfarm payrolls (January 2026) -185k net cumulative backward revisions (April-October [----] retroactive) ➡ +55k monthly run rate of underlying job growth down from recent averages (Goldman estimate based on combined payroll and household survey trends) 🧮 new method supplements quarterly QCEW with monthly CES sample data for business formations (mostly healthcare and education"  
[X Link](https://x.com/AnthPB/status/2022174572611580371)  2026-02-13T05:02Z [----] followers, [---] engagements


"moar of my AI "input cost disinflation" from LLM model efficiency chips energy datacenter etc $googl: "Gemini [--] Deep Think went from 45.1% to 84.6% on ARC-AGI-2 in under [--] months an 88% improvement and at a cost of $13.62 per task vs previously 45.1% at $77.16 per task. This upgrade nearly doubled the accuracy while cutting cost by 82%. Three months ago Gemini needed 138k reasoning tokens to solve an ARC task that Gemini [--] Pro handles in [--] the cost-per-insight gap between Deep Think and everything else just widened by 5x in a single quarter [----] Elo puts Deep Think in the top 0.01% of"  
[X Link](https://x.com/AnthPB/status/2022284213597110449)  2026-02-13T12:18Z [----] followers, [---] engagements


"see also: https://x.com/i/status/2011855190492930541 updated accuracy and error rates AI model hallucination rate expressed as incorrect responses as a share of total queries (https://t.co/2ObUDFrljc): 🟩 Anthropic Claude 🟫 OpenAI ChatGPT xAI Grok 🟦 Google Gemini 🟥 deepseek 🟨 Meta llama 🟪 Alibaba QWEN https://t.co/Pkg7PtJyTV https://x.com/i/status/2011855190492930541 updated accuracy and error rates AI model hallucination rate expressed as incorrect responses as a share of total queries (https://t.co/2ObUDFrljc): 🟩 Anthropic Claude 🟫 OpenAI ChatGPT xAI Grok 🟦 Google Gemini 🟥 deepseek"  
[X Link](https://x.com/AnthPB/status/2022284819284004989)  2026-02-13T12:20Z [----] followers, [--] engagements


"/1 Base case expectation from AI's macro impact is a derivative of Baumol's cost disease (more like Balassa-Samuelson effect with echos of post pandemic bullwhip effect and ofc Jevon's Paradox): disinflation and rising per capita profit pools in AI-affected businesses produce excess savings/investment which excess demand chases goods and services in sectors relatively less affected by supply productivity/efficiency a twist on Baumol's traditional rising wages lifts all boats which benefits technology-adjacent businesses bottom lines more than the rest because imho labor has a skills/training"  
[X Link](https://x.com/AnthPB/status/2022326257279512654)  2026-02-13T15:05Z [----] followers, [---] engagements


"/2 imma call this "Bardaro's cost disease" instead of Baumol's AI still net-net disinflation in aggregate but inflation in relatively small share of consumer price basket (low-tech/stagnant/nonprogressive sectors) will be like post-GFC's asymmetric popular sentiment/upheaval/unrest __ https://x.com/i/status/2022326257279512654 https://x.com/i/status/2022326257279512654"  
[X Link](https://x.com/AnthPB/status/2022327943972712493)  2026-02-13T15:12Z [----] followers, [---] engagements


"RT @AnthPB: /1 Base case expectation from AI's macro impact is a derivative of Baumol's cost disease (more like Balassa-Samuelson effect w"  
[X Link](https://x.com/anyuser/status/2022327968807448907)  2026-02-13T15:12Z [----] followers, [--] engagements


"/3 and Bardaro's Cost Disease "skills/training gap that's too large to overcome for laborforce mobility out of progressive jobs into stagnant" is not the popular "AI is going to eat/obsolete/cannibalize jobsmass unemployment" see creative destruction the Services Reallocation Flywheel and Rockefeller case study __ https://x.com/i/status/1968023730753507338 https://x.com/i/status/1960106177683189914 https://x.com/i/status/1968023730753507338 https://x.com/i/status/1960106177683189914"  
[X Link](https://x.com/AnthPB/status/2022335848562209172)  2026-02-13T15:43Z [----] followers, [--] engagements


"@firstadopter 👇 https://x.com/i/status/1920322264299409495 https://x.com/i/status/2008888020339159495 /2 and if you missed that recycled headline about the disruption of Google Search (🤨) at the hands of OpenAI then you prolly also missed these about nonmonetizable searches and pie growing vs share declining: https://t.co/2P5cgR8gN7 https://t.co/B0Nk9CQndD $googl #AI https://t.co/COTpaHCifG https://x.com/i/status/1920322264299409495 https://x.com/i/status/2008888020339159495 /2 and if you missed that recycled headline about the disruption of Google Search (🤨) at the hands of OpenAI then"  
[X Link](https://x.com/AnthPB/status/2018354114959163536)  2026-02-02T16:01Z [----] followers, [----] engagements


"For every Operation Warp Speed #ows there is an equal but opposite RFK Jr what's happened to $mrna in the US (and the US's biotech/pharma/drugs/medicine technological competitive advantage $xph $ibb) is an absolute sin: 🙅 FDA "refusal-to-file" letter reveals Trump FDA refused to review Moderna's new mRNA-1010 flu vaccine because of the control used which is an existing FDA approved flu vaccine by $gsk (Fluarix) that the FDA earlier agreed was an appropriate control 🧮 Moderna's Phase [--] trial involved 41k adults over [--] years old; cost over $750M; and demonstrated superior antibody responses"  
[X Link](https://x.com/AnthPB/status/2022302233048608922)  2026-02-13T13:29Z [----] followers, [---] engagements


"idk Google $googl: [--] applied transformer technology in a lotta proprietary applications and functions for [--] years before anyone else did anything with it [--] they're still winning with it [--] it's given them the anti-innovation suppression plausible deniability needed in monopoly proceedings (both court of law and public opinion) [--] willingness to publish publicly is huge for sourcing talent from academia https://x.com/i/status/1847997002434351349 Bell Labs buried their greatest inventions in a filing cabinet under lock and key suppressed to never see the light of day or disrupt their monopoly"  
[X Link](https://x.com/AnthPB/status/2022683738262417881)  2026-02-14T14:45Z [----] followers, [---] engagements


"in this vein Elon Musk is the dood who can/should make a push for his constellation of companies to more formally scale advanced and trailing-edge contract manufacturing as a service to the US (a la China's manufacturers) esp now that Tesla $tsla has nominally deemphasized its role as car company to be known as a "physical AI company" __ #xai #spacex #boringcompany https://www.cnbc.com/2026/01/29/elon-musk-tesla-pivot-to-ai-robots-wall-street-reaction.html#::text=Tesla%20may%20have%20topped%20fourthin%202025%2C%22%20he%20wrote https://x.com/i/status/1973939373650686167"  
[X Link](https://x.com/AnthPB/status/2021288028308943083)  2026-02-10T18:19Z [----] followers, [---] engagements


"cc @TheStalwart am I the only one. so imho the way to vibe code atm is to use the best AI coding assistant of the moment (Claude Code Opus [---] or GPT [---] Codex) in your IDE/CLI but continually consulting another LLM on the side (Gemini etc) esp when AI gets stuck/hallucinates/lossy memory do I not see tweeps so imho the way to vibe code atm is to use the best AI coding assistant of the moment (Claude Code Opus [---] or GPT [---] Codex) in your IDE/CLI but continually consulting another LLM on the side (Gemini etc) esp when AI gets stuck/hallucinates/lossy memory do I not see tweeps"  
[X Link](https://x.com/AnthPB/status/2022061733435912682)  2026-02-12T21:34Z [----] followers, [---] engagements


"Evolution of MLB strikezone (2007-25) umpires calling balls and strikes have really honed in on the rulebook over the years #baseball One of the coolest visualizations I've ever seen-- the evolution of the MLB strike zone from [----] to [----]. The zone has changed dramatically-- going from vibes to nearly matching the rulebook definition perfectly. They're remarkably good. https://t.co/TKy6Vcteyp https://t.co/XV9zmTJbPd One of the coolest visualizations I've ever seen-- the evolution of the MLB strike zone from [----] to [----]. The zone has changed dramatically-- going from vibes to nearly matching"  
[X Link](https://x.com/AnthPB/status/2022512354349723777)  2026-02-14T03:24Z [----] followers, [---] engagements


"Brad Jacobs' $qxo road to building supplies moonshot has many M&A shortcuts acquisitions like: [--] $pcor (owns the digital workflow of the same QXO contractors) [--] $xmtr (OS for digital marketplace in @mario_cibelli's orbit after his $ssnt became QXO shell) [--] $bldr (outside chance straight to $50B revenue) #construction $becn $uri https://twitter.com/i/web/status/2022493006205448277 https://twitter.com/i/web/status/2022493006205448277"  
[X Link](https://x.com/AnthPB/status/2022493006205448277)  2026-02-14T02:08Z [----] followers, [---] engagements


".Astera Labs earnings summary (2025q4) can add it to a long list of names unduly punished or insufficiently rewarded for killer reports whisper numbers need not apply: $alab https://x.com/WealthyReadings/status/2021669224087802294s=20 https://share.google/aimode/NOob12u1PxTTGksdx https://t.co/l9nGdNNrQu https://x.com/WealthyReadings/status/2021669224087802294s=20 https://share.google/aimode/NOob12u1PxTTGksdx https://t.co/l9nGdNNrQu"  
[X Link](https://x.com/AnthPB/status/2022694218481742126)  2026-02-14T15:27Z [----] followers, [---] engagements


".🎵 $nvda 🎶: Coo coo ca-choo Mr. Jensen Huang Jesus loves you more than you will know Woah woah woah God bless you please Mr. Jensen Huang Heaven holds a place for those who pray Hey hey hey Hey hey hey Where have you gone Gordon Moore-io A nation turns its lonely eyes to you Woo woo woo What's that you say Mr. Jensen Huang Joltin' Joe has left and gone away Hey hey hey Hey hey hey"  
[X Link](https://x.com/AnthPB/status/1990841504185602160)  2025-11-18T17:56Z [----] followers, [---] engagements


"the financial impact of 2025's six week government shutdown (10/1-11/12) on federal spending: $36B goods and services consumption ➕ $16B federal employees compensation ➕ $2B SNAP food stamps 🟰 $54B total delayed fiscal spending https://www.visualcapitalist.com/cost-of-the-u-s-government-shutdown/ https://www.cbo.gov/system/files/2025-10/61823-Shutdown.pdf https://www.cbo.gov/system/files/2025-10/61823-Shutdown.pdf https://www.visualcapitalist.com/cost-of-the-u-s-government-shutdown/ https://www.cbo.gov/system/files/2025-10/61823-Shutdown.pdf"  
[X Link](https://x.com/AnthPB/status/1991001747741950421)  2025-11-19T04:33Z [----] followers, [--] engagements


"update on generative AI podcasting one year later: "Inception Point AI's podcast network publishes [----] AI-made podcasts per week and has 400K subs; an episode needs only [--] listeners to turn a profit" https://www.thewrap.com/ai-podcasts-hosts-inception-point-ai/ https://www.thewrap.com/ai-podcasts-hosts-inception-point-ai/ https://www.thewrap.com/ai-podcasts-hosts-inception-point-ai/ https://www.thewrap.com/ai-podcasts-hosts-inception-point-ai/"  
[X Link](https://x.com/AnthPB/status/1991005033995849837)  2025-11-19T04:46Z [----] followers, [---] engagements


"Sooo The Bitter Lesson and its antithesis both/and not either/or: "Contra the popular belief that scaling is over the Google team delivered a drastic jump as big as we've ever seen between Gemini [---] and [---]. No walls in sight and post-training is still a total greenfield with lots of room for algorithmic progress and improvement" @OriolVinyalsML (Deepmind) AI skeptics wept. "Contra the popular belief that scaling is over . the team delivered a drastic jump. The delta between [---] and [---] is as big as we've ever seen. No walls in sight" "Post-training: Still a total greenfield. There's lots of"  
[X Link](https://x.com/AnthPB/status/1991011094505070593)  2025-11-19T05:10Z [----] followers, [---] engagements


"more generative AI coding assistant wishlist after Gemini [--] and Google Antigravity launches: in the vein of "deeper/better integrations with code repos terminal GCP etc" I'm surprised Antigravity (autonomous agentic coding) can't integrate Google Drive and can't even handle most local file types/formats as attachments hopefully a forthcoming version update https://x.com/AnthPB/status/1960072880974143764t=oPQ3bJ-CMobj9FZZjaZU1A&s=19 https://x.com/AnthPB/status/1960072880974143764t=oPQ3bJ-CMobj9FZZjaZU1A&s=19"  
[X Link](https://x.com/AnthPB/status/1991249413034127369)  2025-11-19T20:57Z [----] followers, [---] engagements


""don't waste your time on me you're already the voice inside my head" to Nvidia from investooors who were sitting alone with their thoughts 😱 as end of earnings season quietly wound down $nvda delivered and kept the flames burning https://x.com/AnthPB/status/1989741623014465961t=FeF0Vs-QQrVF0ZEhw_MkQw&s=19 https://x.com/AnthPB/status/1990611774983266656t=hmMhY-y3tTQWiuIGBdLc2A&s=19 https://x.com/AnthPB/status/1990611774983266656t=hmMhY-y3tTQWiuIGBdLc2A&s=19 earnings season crushes expectations . . . investooors sit alone with their thoughts 😱 as end of earnings season quietly winds down . ."  
[X Link](https://x.com/AnthPB/status/1991330064265539940)  2025-11-20T02:17Z [----] followers, [---] engagements


"and $nvda 2025q3 (2026fq3) earnings ✅: https://www.cnbc.com/2025/11/19/nvidia-nvda-earnings-report-q3-2026.htmlqsearchterm=nvidia https://x.com/AnthPB/status/1991330064265539940t=e4cx9HkqOV_THiBoSIKKnQ&s=19 "don't waste your time on me you're already the voice inside my head" to Nvidia from investooors who were sitting alone with their thoughts 😱 as end of earnings season quietly wound down $nvda delivered and kept the flames burning https://t.co/GkuVYRXrzv https://t.co/mh2IzZQHps https://www.cnbc.com/2025/11/19/nvidia-nvda-earnings-report-q3-2026.htmlqsearchterm=nvidia"  
[X Link](https://x.com/AnthPB/status/1991331788799766620)  2025-11-20T02:24Z [----] followers, [---] engagements


"@TheStalwart "Has anyone built an AI IDE for actual non-technical coding novices" Google Antigravity is the closest thing yet some limitations (e.g. but the most natural language autonomous agentic coding assistant yet https://x.com/AnthPB/status/1991249413034127369t=aTlJ0qfAv4UHbJtH5PfKFA&s=19 https://x.com/TheStalwart/status/1991505948691648911t=aTlJ0qfAv4UHbJtH5PfKFA&s=19 @emollick more generative AI coding assistant wishlist after Gemini [--] and Google Antigravity launches: in the vein of "deeper/better integrations with code repos terminal GCP etc" I'm surprised Antigravity (autonomous"  
[X Link](https://x.com/AnthPB/status/1991581835554615306)  2025-11-20T18:58Z [----] followers, [---] engagements


"valuation multiples for the Magnificent [--] absolute and relative GAAP and non-GAAP what is this a bubble for ants FORWARD P/E RATIOS (NTM): vs 10-year average vs $spx $nvda $msft $amzn $googl $aapl $meta #valuations #mag6 #ai"  
[X Link](https://x.com/AnthPB/status/1991697048345977081)  2025-11-21T02:35Z [----] followers, [---] engagements


"meanwhile bull pennant in gold $gld (second occurrence of the pattern in [----] too): $gc_f #technicals #charts"  
[X Link](https://x.com/AnthPB/status/1992460969566675124)  2025-11-23T05:11Z [----] followers, [---] engagements


"Bessent: "If you look at the data that imported goods the inflation has actually been flat. Inflation is up because of the service economy and services. So that has nothing to do with tariffs." there's inflation but it's from services not goods is an odd justification for Fed rate cuts the opposite (inflation rn has something to do with tariffs) is a reason to have more confidence in cutting down closer to neutral rate from restrictive because lookthrough https://x.com/AnthPB/status/1959709711021822025t=Z7Ixfb8bzym3aw493IfQ4g&s=19 https://youtu.be/LSI7TpNg3Kwsi=mdajHt1lELWOOo22"  
[X Link](https://x.com/AnthPB/status/1992824333526241408)  2025-11-24T05:15Z [----] followers, [--] engagements


"NFL power rankings pyramid (Week 12): [--] Rams [--] Eagles Lions [--] Bills Chiefs Ravens Patriots 49ers [--] Colts Packers Broncos Seahawks [--] Chargers Jags Bucs #standings #football"  
[X Link](https://x.com/AnthPB/status/1993155849767075993)  2025-11-25T03:12Z [----] followers, [---] engagements


"Gemini wishlist: [--] highlight output text to reply to an excerpt directly [--] model router (no more picking between flash/thinking or images/veo/etc) [--] multiplayer collaboration [--] "mark unread" [--] higher token limits and add Google AI Studio API key to Antigravity [--] multimodal Antigravity (all/more file types) [--] better/more integrations (GitHub/Gitlab) https://x.com/AnthPB/status/1991249413034127369t=a-yAmRFLbof_Ftwz6qW_uA&s=19 https://x.com/AnthPB/status/1929357568402505770t=2YrRbrx__Oky8fHXPPZATg&s=19 https://x.com/AnthPB/status/1957894250546229619t=2YrRbrx__Oky8fHXPPZATg&s=19"  
[X Link](https://x.com/AnthPB/status/1993330103955161386)  2025-11-25T14:45Z [----] followers, [---] engagements


"The Diplomat (on Netflix) is The West Wing of the 2020s maybe better and it's what House of Cards aspired to have been in terms of authenticity writing acting etc Diplomat vs HoC is like the gap between Succession vs Billions #iykyk. https://x.com/AnthPB/status/1153274177035689984t=uPc-e84Mra3nkrQgFEwbdg&s=19 @hdubugras Succession is an order of magnitude better than both. although Suits is a good show for idle entertainment (play in background while half listening/second screen). and Billions is catfood (pack all of your Wall St stereotypes into fireworks then set them afire)."  
[X Link](https://x.com/AnthPB/status/1993919198267953195)  2025-11-27T05:45Z [----] followers, [---] engagements


""Senior White House officials recently discussed antitrust concerns surrounding Netflixs interest in acquiring the Warner Bros studio and HBO Max also suggestedbroader investigationfocusing on $nflx market power" So Trump admin won't let $wbd go to Ellison's $psky right. right. SCOOP: Senior White House officials recently discussed antitrust concerns surrounding Netflixs interest in acquiring the Warner Bros. studio and the HBO Max streaming service raising doubts whether such a deal would give Netflix too much power over Hollywood The Post has SCOOP: Senior White House officials recently"  
[X Link](https://x.com/AnthPB/status/1995718228341928443)  2025-12-02T04:54Z [----] followers, [----] engagements


"another addition to the pantheon of funniest/worst plays in NFL (football) history the definitive alltime rankings list of lols: NY Giants kicker whiffs on a field goal kick catching a digger and giving himself turf toe #fg #NYG #MNF"  
[X Link](https://x.com/AnthPB/status/1995732439839154330)  2025-12-02T05:51Z [----] followers, [---] engagements


"well that worked out: $btc $gld"  
[X Link](https://x.com/AnthPB/status/1996762967380046181)  2025-12-05T02:06Z [----] followers, [---] engagements


"more on the m&a deal Netflix's acquisition of Warner Brothers Discovery: $nflx $wbd https://x.com/i/status/1996918320524611824 $NFLX $WBD Netflix will acquire Warner Bros. for an enterprise value of $82.7B and equity value of $72.0B paying WBD shareholders $27.75 per share in cash and stock. Deal closes after WBD spins off Discovery Global in Q3 [--] separating its global networks from streaming and https://t.co/GtPhz6EqoA https://x.com/i/status/1996918320524611824 $NFLX $WBD Netflix will acquire Warner Bros. for an enterprise value of $82.7B and equity value of $72.0B paying WBD shareholders"  
[X Link](https://x.com/AnthPB/status/1996937593124999312)  2025-12-05T13:39Z [----] followers, [---] engagements


"@osanseviero .higher token limits just announced thank you #antigravity https://antigravity.google/docs/plans https://antigravity.google/docs/plans"  
[X Link](https://x.com/AnthPB/status/1996939743502708836)  2025-12-05T13:48Z [----] followers, [--] engagements


".how the US government should regulate supermassive social media/networking within the confines of Constitutional free speech protections and considerations of externalities a simple three step test 🧵: #1A https://x.com/AnthPB/status/1589729854450438144s=20 /3 US govt 🚫 regulate free speech but 👍 assure that scaled UGC platforms meet minimum standards: [--] democratic governance (distributed shareholders/board/mgmt); or [--] checks-and-balances (e.g. IOB); or [--] documented moderation decisions (minutes) https://t.co/jGBjX1hiSs https://x.com/AnthPB/status/1589729854450438144s=20 /3 US govt 🚫"  
[X Link](https://x.com/AnthPB/status/1997028762979127470)  2025-12-05T19:42Z [----] followers, [---] engagements


".and as a bookend to this thread (above) I was right for the right reasons: "A look back at five years of $meta's Independent Oversight Board whose rulings on the relatively small number of cases it hears have generally had limited impact" https://www.platformer.news/meta-oversight-board-5-years/ https://x.com/AnthPB/status/1359327746380488704s=20 https://x.com/AnthPB/status/1359327746380488704s=20 . fwiw Facebook's Independent Oversight Board will most certainly fail from most critics' perspectives due to: [--] inability to match internet scale; [--] cynicism misunderstanding and/or divine"  
[X Link](https://x.com/AnthPB/status/1997029539549978950)  2025-12-05T19:45Z [----] followers, [---] engagements


"perhaps "Trump admin" "Trump" yet again❓ "Ted Sarandos met with President Trump in November and both agreed $wbd should go to the highest bidder; Sarandos argued that Netflix wasn't a monopoly" @Lucas_Shaw $nflx https://www.bloomberg.com/news/articles/2025-12-07/netflix-co-ceo-ted-sarandos-wooed-trump-personally-ahead-of-warner-bid https://x.com/i/status/1995718228341928443 https://www.bloomberg.com/news/articles/2025-12-07/netflix-co-ceo-ted-sarandos-wooed-trump-personally-ahead-of-warner-bid https://x.com/i/status/1995718228341928443 "Senior White House officials recently discussed"  
[X Link](https://x.com/AnthPB/status/1997803740611408218)  2025-12-07T23:01Z [----] followers, [---] engagements


"" $cost making 52-week lows is interesting given the high-income consumer narrative" not that interesting when you disentangle fundamentals from valuation and if you're gonna say 'valuation multiple contraction defies sentiment around high income consumption' then Costco clearly subject to idiosyncratic forces (rerating from extreme valuation despite exceeding consensus vs other names that've surged during its drawdown (e.g. $cfruy $lvmuy $el $dal $expe)"  
[X Link](https://x.com/AnthPB/status/1999534614478787017)  2025-12-12T17:39Z [----] followers, [---] engagements


"@Super70sSports the top [--] of my alltime TV series power rankings (currently [---] shows long and counting including many I never finished and some I wished I hadn't finished): #top #list"  
[X Link](https://x.com/AnthPB/status/1999662717741711820)  2025-12-13T02:08Z [----] followers, [---] engagements


"so if Tether buys Juventus FC does $usdt rating get downgraded from Prime to Serie A. #mmf #stablecoins WaitWhat Why https://t.co/1U9m9jB33h WaitWhat Why https://t.co/1U9m9jB33h"  
[X Link](https://x.com/AnthPB/status/1999699637838708870)  2025-12-13T04:35Z [----] followers, [---] engagements


"it hasn't been very successful for many reasons but there's an "if you build it they will come" aspect to the NBA Cup in-season tournament some players are insanely competitive and just can't help balling out and Wemby just might be HIM when it comes to competitive drive #ist https://x.com/i/status/2000063799261298790 https://x.com/i/status/2000063799261298790"  
[X Link](https://x.com/AnthPB/status/2000201327347998914)  2025-12-14T13:48Z [----] followers, [--] engagements


"@emollick /3 which creates natural advertising/marketing dollars (supply) for content creators competing to be that API converted feedstock for everyone's personal AI training data (demand) which is a business model insight transferrable to a lotta digital data/media/software #ads"  
[X Link](https://x.com/AnthPB/status/2000229205750202544)  2025-12-14T15:39Z [----] followers, [--] engagements


"@osanseviero Gemini wishlist (cont'd): [--] Google Antigravity automatic summarization of project fed back into IDE agent when context window is nearing its limit (because hallucination and recursive doom loop) #lossy #AI https://x.com/AnthPB/status/1993330103955161386s=20 @osanseviero Gemini wishlist: [--] highlight output text to reply to an excerpt directly [--] model router (no more picking between flash/thinking or images/veo/etc) [--] multiplayer collaboration [--] "mark unread" [--] higher token limits and add Google AI Studio API key to Antigravity [--] https://x.com/AnthPB/status/1993330103955161386s=20"  
[X Link](https://x.com/AnthPB/status/2000794065177337868)  2025-12-16T05:04Z [----] followers, [---] engagements


"another round of "economists were right about impact of Trump tariffs and policies on the economy" : "The US continues to lose manufacturing jobs payrolls are -81k over the last year" #experts https://x.com/i/status/2000923750892785964 https://x.com/i/status/1950957413995037141 https://x.com/i/status/1970476570729935139 The US continues to lose manufacturing jobspayrolls are down 81k over the last year & another 5k jobs were lost in November Transportation (especially auto manufacturing) wood & electronics/electrical manufacturing are the biggest losers but few subsectors are doing well"  
[X Link](https://x.com/AnthPB/status/2001299381689979329)  2025-12-17T14:32Z [----] followers, [---] engagements


"re Blue Owl's CDS and walking away from $orcl's Michigan datacenter fwiw chart technicals on major publicly trade private credit (e.g. $apo $ares $owl) look a lot better than the narrative sounds rn: 📈 $apo $ares bull pennants with bull divergence (Apollo breaking-out atm) 👌 $owl falling wedge at trendline resistance (near breakout) with bull divergence (near reversal of bear divergence) https://www.cnbc.com/2025/12/17/oracle-stock-blue-owl-michigan-data-center.html https://x.com/AlexCorrino/status/2001056114931376363s=20"  
[X Link](https://x.com/AnthPB/status/2001371969153888421)  2025-12-17T19:20Z [----] followers, [---] engagements


"@fabknowledge @modestproposal1 Softbank as important of a player in the land of AI capital commitments (datacenter funding) as Oracle maybe the most important $sftby $orcl #fundraising #capex #stargate https://x.com/i/status/1975408770030202940 @annotote too big to fail is Sam Altman's solution to OpenAI's AI armsrace competitive disadvantage (subscale/no balance sheet/etc) "now yous can't leave": $msft $13B+ $sftby $500B $hxscl 900k DRAM wafers mnthly $orcl $300B+ $nvda $100B $amd $45B COGS https://t.co/zLPyKKz75U #tbtf https://t.co/SYRXnpnd63 https://x.com/i/status/1975408770030202940"  
[X Link](https://x.com/AnthPB/status/2001491861358497837)  2025-12-18T03:17Z [----] followers, [---] engagements


"You calling it Sounds like you're calling it I'm not there yet Blue $owl flush with datacenter exposure and plenny o capital (e.g. $bx) to step in for $orcl Michigan project with Related Digital and DTE Energy largely packaged Much to watch with SoftBank $sftby OpenAI/Stargate commitments; rest of Oracle RPO funding; and debt in 2026h2 but AI labs (flywheel) funded atm so ___ https://x.com/i/status/1975408770030202940 https://x.com/i/status/1975408770030202940"  
[X Link](https://x.com/AnthPB/status/2001520841083785227)  2025-12-18T05:12Z [----] followers, [---] engagements


""there will be no poverty in the future and so no need to save money. There will be universal high income." Elon Musk Would've guessed that's a @sama quote has real "you will own nothing and you'll be happy" WEF vibes which ofc reminds me that the dood is an enigma: ___ actual quote: "I own nothing have no privacy and life has never been better" https://x.com/i/status/1526278088648171521 https://x.com/i/status/1526278088648171521"  
[X Link](https://x.com/AnthPB/status/2001673387848945783)  2025-12-18T15:18Z [----] followers, [---] engagements


"Blue Owl's Beignet bonds (from $meta OBS Hyperion Louisiana datacenter) still trading over +5 points above par (original issue price 100) down from where PIMCO sold [---] but even $owl's more liquid 3.125s of [--] trading near YTD highs in terms of price (and haven't reached YTD highs in spreads yet either) #AI #privatecredit https://x.com/AnthPB/status/1975329754078453939s=20 https://x.com/AnthPB/status/1990657127598227944s=20 re Blue Owl's CDS and walking away from $orcl's Michigan datacenter fwiw chart technicals on major publicly trade private credit (e.g. $apo $ares $owl) look a lot better"  
[X Link](https://x.com/AnthPB/status/2001686918388482065)  2025-12-18T16:12Z [----] followers, [---] engagements


"more "meet the new aspiring oligarchs same as the old boss" assimilation of crypto "reshuffling the deck" after "speedrunning tradfi": "Coinbase just launched an Instagram a Robinhood an Adyen a Venmo and a Mastercard today" $coin https://x.com/i/status/2001435235888800071 https://x.com/i/status/1488733104177135617 https://x.com/i/status/1473537260557533184 https://x.com/i/status/1468700838466097165 https://x.com/i/status/1468700838466097165 . see also: Meet the new oligarchy / Same as the old boss 🎶 #oligarchs $btc #Bitcoin #maxies #crypto https://t.co/lj9cRIVr1M"  
[X Link](https://x.com/AnthPB/status/2001841083286983104)  2025-12-19T02:24Z [----] followers, [---] engagements


"update on my "@sama hyping SK Hynix/Samsung deals and energy solutions means OpenAI will announcebig model memory increase": current memory features in their infancy a la "GPT-2 era" vs potential AI memory user stickiness and personalization ____ https://m.youtube.com/watchv=2P27Ef-LLuQ https://x.com/i/status/1975999766707236910 https://m.youtube.com/watchv=2P27Ef-LLuQ https://x.com/i/status/1975999766707236910"  
[X Link](https://x.com/AnthPB/status/2002157323297399222)  2025-12-19T23:21Z [----] followers, [---] engagements


"@OnodaCapital 😏. https://x.com/i/status/1797323442154254565 no need to treat American public with kid gloves for vibecession okay to say they've been wrong for too long due to ideology partisanship under/mis/disinformed: ❌ 56% think recession rn (GDP +) ❌ 49% SPX down ytd (+12%) ❌ 49% unemployment at 50-year high (near low) https://t.co/HabvbFFhH8 https://x.com/i/status/1797323442154254565 no need to treat American public with kid gloves for vibecession okay to say they've been wrong for too long due to ideology partisanship under/mis/disinformed: ❌ 56% think recession rn (GDP +) ❌ 49% SPX"  
[X Link](https://x.com/AnthPB/status/2002759625234645278)  2025-12-21T15:14Z [----] followers, [---] engagements


"Daily Treasury Statement payroll tax withholdings proxy for income growth (as of 12/19) still decelerating toward ever lower velocity run-rate on backside of October's government shutdown but higher signal comps at month-end: 🤷+0.2% mtd yoy (-5.1pp mom decel n/a until month-end ) 🤷unch qtd yoy 👌+4.9% ytd ____ daily weekday average "taxes withheld individual/FICA" #dts) shutdown added noise to October/November [----] data calendar effects (one less weekday in November [----] vs [----] so despite my "weekday daily average" adjustments yoy comps won't be truly apples-to-apples until after one extra"  
[X Link](https://x.com/AnthPB/status/2003238327567466868)  2025-12-22T22:56Z [----] followers, [---] engagements


"fwiw not seeing that (false positive) income decel echoed in high-frequency consumer spending data: 👌 Chase card spending tracker (Retail control sales): +5.9% mom annualized nsa (+48bps mom mtd as of 12/12) 🔥 Redbook SSS: +7.2% yoy (week of 12/20) 👍 GDPNow: +3.0% qoq saar 2025q4e (12/23) +1.8% PCE ____ https://www.atlantafed.org/cqer/research/gdpnow#Tab3 https://tradingeconomics.com/united-states/redbook-index https://www.atlantafed.org/cqer/research/gdpnow#Tab3 https://tradingeconomics.com/united-states/redbook-index"  
[X Link](https://x.com/AnthPB/status/2003516146104852663)  2025-12-23T17:20Z [----] followers, [---] engagements


"@ShanuMathew93 Electrification took [--] years before anything that could've kinda almost maybe been called a bubble in electricity went bust at which time it was pretty much a mature market/industry #boom #burst #ai https://x.com/i/status/1976777745293287461 1/5 🧵 "BUST-FREE-BOOMS" I really tried steelmanning the idea that the AI mania could be a boom without a bust analogous to something like electricity (h/t @azeem ) which extended multiple decades before a noteworthy collapse featured the technology itself as the main https://t.co/Vujl6Wphwh https://x.com/i/status/1976777745293287461 1/5"  
[X Link](https://x.com/AnthPB/status/2003694317316325602)  2025-12-24T05:08Z [----] followers, [---] engagements


"MAGA horsemen of their own apocalypse legislating/policymaking/jawboning into existence nonexistent fabricated GOP crises (cont'd): [--] affirmative action for Republicans (similar to DEI previously #chamath) https://x.com/i/status/1966875790651343050 MAGA horsemen of their own apocalypse legislating/policymaking/jawboning into existence nonexistent fabricated GOP crises (cont'd): [--] anti-meritocratic hiring admissions appointments favors and selection criteria https://t.co/cv80Y2ourR #meritocracy #dei #woke https://t.co/nwcQKlrBpD https://x.com/i/status/1966875790651343050 MAGA horsemen of"  
[X Link](https://x.com/AnthPB/status/2003984071777735005)  2025-12-25T00:20Z [----] followers, [---] engagements


"nice reinforcement of my agentic AI systems of record thread "CONTEXT GRAPHS" by @JayaGup10: "Agents become the interface but something still has to be canonical underneaththe data agents need already lives somewhere which is only half the picture. The other half is the missing layer that actually runs enterprisescontext graph: not the model's chain-of-thought CoT but a living record of decisionprecedent which codifies a company's governance and culture. Over time that context graph becomes the real source of truth for autonomy because it explains not just what happened but why it was allowed"  
[X Link](https://x.com/AnthPB/status/2004640889168433631)  2025-12-26T19:50Z [----] followers, [--] engagements


"Elon Musk did another economic prediction prognostication pundit thing predicting real GDP growth acceleration to 10%+ by 2027q2 due to AI: "Double-digit growth is coming within [--] to [--] months" #economy #economics #macro"  
[X Link](https://x.com/AnthPB/status/2004783339341799542)  2025-12-27T05:16Z [----] followers, [--] engagements


"Daily Treasury Statement payroll tax withholdings proxy for income growth (as of 12/26) slight sequential pause in deceleration but still low velocity run-rate in wake of October's government shutdown as we await higher signal comps at month-end: 🤷+1.7% mtd yoy (-3.3pp mom decel n/a until month-end ) 🤷+0.5% qtd yoy 👌+5.0% ytd ____ daily weekday average "taxes withheld individual/FICA" #dts) shutdown added noise to October/November [----] data calendar effects (one less weekday in November [----] vs [----] so despite my "weekday daily average" adjustments yoy comps won't be truly apples-to-apples"  
[X Link](https://x.com/AnthPB/status/2005756080761311295)  2025-12-29T21:41Z [----] followers, [--] engagements


"1/2 very very rare cases wherein e.g. zero cost basis/QSBS stacked startup stock in a would-be megacap* gifted to irrevocable trust(s) thereby barely denting lifetime giving exemption limits so methinks tweeps: [--] confuse estate planning techniques (e.g. stepped up basis lifetime exemption) [--] have skewed perception of prevalence ("very very rare cases") ____ *we should all be so lucky to take such a big swing and connect"  
[X Link](https://x.com/AnthPB/status/2005775532105834916)  2025-12-29T22:58Z [----] followers, [---] engagements


"🏁/2 so disentangling those conflations/misperceptions tweeps can debate whether the heirs of a (iron-willed) patriarch who bought-and-held $5k worth of $aapl from IPO should inherit all of that $14M value almost entirely free-and-clear of capital gains and estate taxes a debate about income vs capital; liquid vs illiquid and financial vs nonfinancial assets; and the level of lifetime giving exemption (TCJA/OBBBA) #inequality #wealthgap #incomegap https://twitter.com/i/web/status/2005775955026125060 https://twitter.com/i/web/status/2005775955026125060"  
[X Link](https://x.com/AnthPB/status/2005775955026125060)  2025-12-29T23:00Z [----] followers, [--] engagements


"@Midnight_Captl 🧵👇 https://x.com/i/status/1979067276423762287 @modestproposal1 /4 TLDR even if AI has perfect information on a buyer's preferences: many dimensions to purchasing decision beyond price (e.g. product damaged/used/knockoff and seller shipping/returns/customer service) 👇 agentic AI shopping auctions will need something akin to "quality https://x.com/i/status/1979067276423762287 @modestproposal1 /4 TLDR even if AI has perfect information on a buyer's preferences: many dimensions to purchasing decision beyond price (e.g. product damaged/used/knockoff and seller"  
[X Link](https://x.com/AnthPB/status/2005842339311296778)  2025-12-30T03:24Z [----] followers, [---] engagements


"The problem with Stranger Things is that we have a social contract like George Costanza's "we have a deal with the pigeons": video entertainment (TV/movies/etc) is supposed to be a sliding scale tradeoff between low quality/low focus and high quality/high focus but Stranger Things is mid quality at best and requires so much attention no second screen makes @Stranger_Things like George's "Squirrels Well we have no deal with them" 🙃 #netflix https://twitter.com/i/web/status/2005850529629384827 https://twitter.com/i/web/status/2005850529629384827"  
[X Link](https://x.com/AnthPB/status/2005850529629384827)  2025-12-30T03:56Z [----] followers, [---] engagements


"NFL power rankings pyramid (Week 17): [--] 49ers Eagles Rams [--] Seahawks Patriots Broncos [--] Jaguars Texans Bills [--] Chargers Bears Packers Ravens #standings #football"  
[X Link](https://x.com/AnthPB/status/2005862857821364426)  2025-12-30T04:45Z [----] followers, [---] engagements


"Top search topics of the year list of Google Trends rankings throughout 2025: [--] inflation [--] Labubu [--] Kpop Demon Hunters [--] Sydney Sweeney #news #stories #subjects https://www.axios.com/2025/12/29/google-trends-news-cycle-2025-charlie-kirk-trump https://www.axios.com/2025/12/29/google-trends-news-cycle-2025-charlie-kirk-trump"  
[X Link](https://x.com/AnthPB/status/2005873482001715522)  2025-12-30T05:28Z [----] followers, [---] engagements


"eh NFL parody (mediocrity) rn is material and I trust the 49ers sum-of-parts in playoffs more than other teams blunt defensive + offensive blend prolly looking at: [--] seahawks [--] rams [--] texans [--] patriots* [--] broncos [--] eagles ____ *pats wouldn't be in top [--] adjusting for strength of schedule https://x.com/AnthPB/status/1973964375020204355s=20 https://x.com/AnthPB/status/1973964375020204355s=20"  
[X Link](https://x.com/AnthPB/status/2005902227429274004)  2025-12-30T07:22Z [----] followers, [---] engagements


"@akoratana @JayaGup10 @ashugarg Is it fair to say that your articles amount to "no country for stateless servers" like Cloudflare Workers $net Your context graph's two clocks (event and state clock) emphasizes need for AI and agents to record all data in traditional stateful servers in active memory/RAM Durable Objects aside discarding that data as ephemeral is a waste of valuable context training for future inference @emollick @JayaGup10 AI system of record moat (cont'd) HOW TO BUILD A CONTEXT GRAPH: [--] THE TWO CLOCKS PROBLEM: Kind of like stock vs flow "Every system has a state clockwhat's"  
[X Link](https://x.com/AnthPB/status/2006017148787871811)  2025-12-30T14:58Z [----] followers, [---] engagements


"Chambliss on a legendary heater. #OleMiss #UGAvsOleMiss #sugarbowl"  
[X Link](https://x.com/AnthPB/status/2006950279414206787)  2026-01-02T04:46Z [----] followers, [---] engagements


"Software vs chips YTD woof "Merry Christmas you filthy animal and a happy new year" $soxx $smh $igv $xsw"  
[X Link](https://x.com/AnthPB/status/2007296700541743267)  2026-01-03T03:43Z [----] followers, [---] engagements


"more crypto charts Solana technicals setting up for a quick rally: ➕ $sol ($131.7) bullish falling wedge with bull divergence"  
[X Link](https://x.com/AnthPB/status/2007542751706087512)  2026-01-03T20:01Z [----] followers, [--] engagements


"/2 if the bureaucracy is as crippling as many want to frame it as then bureaucrats will gum-up the system by e.g. questioning objectivity of players referees AIs etc sure AI can be more objective and more effectively crowdsource consensus but accuracy and context ymmv (cc @JayaGup10 @ashugarg @AKortana https://x.com/i/status/2004640889168433631 https://x.com/i/status/2004640889168433631"  
[X Link](https://x.com/AnthPB/status/2007551918252425463)  2026-01-03T20:37Z [----] followers, [--] engagements


"🏁/3 thus "the signal is Google used AI coding agent to frame the bones of a v1" they got to first base really quick and easy that's it that's the tweet https://twitter.com/i/web/status/2007552131792781763 https://twitter.com/i/web/status/2007552131792781763"  
[X Link](https://x.com/AnthPB/status/2007552131792781763)  2026-01-03T20:38Z [----] followers, [--] engagements


"@lexfridman Is AGI/ASI (or even a *huge* leap forward) achievable without meaningfully longer (infinite) context windows and memory. #ai https://x.com/i/status/2007518869829636193 Doing a long super-technical podcast on the state-of-the-art in AI. Let me know if you have question topic suggestions. Everything from details of LLM training pipeline & architectures to coding robotics scaling compute business geopolitics etc. Besides topics & https://x.com/i/status/2007518869829636193 Doing a long super-technical podcast on the state-of-the-art in AI. Let me know if you have question topic"  
[X Link](https://x.com/AnthPB/status/2007575432594374996)  2026-01-03T22:10Z [----] followers, [--] engagements


"Oh no ESPN 🫣. #ravens #steelers #BALvsPIT"  
[X Link](https://x.com/AnthPB/status/2008040833757622780)  2026-01-05T05:00Z [----] followers, [----] engagements


"Daily Treasury Statement payroll tax withholdings proxy for income growth (as of 12/31) slow quarter grinds to an end with clear deceleration to low velocity run-rate in wake of October's government shutdown : 😬+1.1% mtd yoy (-3.9pp mom n/a ) 😬+0.3% qtd yoy (-5.9pp qoq) 👌+4.9% ytd ____ daily weekday average "taxes withheld individual/FICA" #dts) shutdown added noise to October/November [----] data calendar effects (one less weekday in November [----] vs [----] mitigated by one extra weekday catchup at the end of December [----] vs [----] so yoy comps now truly apples-to-apples)"  
[X Link](https://x.com/AnthPB/status/2008352318631133525)  2026-01-06T01:38Z [----] followers, [--] engagements


"jinx Jensen Huang keynote today (CES 2026): "Context is the new bottleneck and storage must be rearchitected" $nvda focused on solving for infinite context window with key value (KV) cache layer that decouples inference memory from main AI model node ____ Nvidia Inference Context Memory Storage Platform https://g.co/gemini/share/6938dfbb1910 https://x.com/i/status/1785774043464949828 https://x.com/i/status/1915430433547772359 https://x.com/i/status/1960072880974143764 https://x.com/i/status/1960085100986593326 https://g.co/gemini/share/6938dfbb1910 https://x.com/i/status/1785774043464949828"  
[X Link](https://x.com/AnthPB/status/2008383263253926042)  2026-01-06T03:40Z [----] followers, [---] engagements


"related: https://x.com/i/status/2007575432594374996 @lexfridman Is AGI/ASI (or even a *huge* leap forward) achievable without meaningfully longer (infinite) context windows and memory. https://t.co/JSNKXeui3M #ai https://x.com/i/status/2007575432594374996 @lexfridman Is AGI/ASI (or even a *huge* leap forward) achievable without meaningfully longer (infinite) context windows and memory. https://t.co/JSNKXeui3M #ai"  
[X Link](https://x.com/AnthPB/status/2008383376143663147)  2026-01-06T03:41Z [----] followers, [---] engagements


"to wrap up 2025YE not seeing that income deceleration echoed in high-frequency consumer spending (consumption) data yet ofc: 👍 Chase card spending tracker: +5.9% mom annualized nsa (+48bps mom mtd as of 12/30) 🔥 Redbook SSS: +7.1% yoy (week ending 1/3) highest since 12/2022 👍 GDPNow: +2.7% qoq saar 2025q4e (1/5) +1.6% real PCE ____ https://atlantafed.org/cqer/research/gdpnow#Tab3 https://tradingeconomics.com/united-states/redbook-index https://atlantafed.org/cqer/research/gdpnow#Tab3 https://tradingeconomics.com/united-states/redbook-index"  
[X Link](https://x.com/AnthPB/status/2008598196029976894)  2026-01-06T17:55Z [----] followers, [--] engagements


"global nuclear power installed and future capacity since Russia invaded Ukraine (2022-2025YE) growth rates still underwhelming and net new projects still haven't substantively displaced decommissioned reactors: ☢ Potential Total: -3.0% MWe +2.9% reactor count 🟰 ⚡ Operational: +2.4% MWe ➕ Forthcoming: -7.0% MWe 👷 Construction: +25.0% MWe 📏 Planning: +13.6% MWe 📝 Proposed: -18.5% MWe $ura #energy #data https://world-nuclear.org/information-library/facts-and-figures/world-nuclear-power-reactors-archive/reactor-archive-december-2025"  
[X Link](https://x.com/AnthPB/status/2009485741047369750)  2026-01-09T04:41Z [----] followers, [---] engagements


"It's worse because 24% of Trump's incremental tariffs revenue has already been redistributed toward explicit tariff/trade/economic relief programs to address the externalities of that tax policy so SCOTUS reversal is even worse from deficit standpoint Trump would likely roll into other Sections too but point is that POTUS rehypothecated tariffs so unwind leaves a residue of leverage (fiscal stimulus) behind __ all standalone small programs e.g. Farmer Bridge Assistance Emergency Commodity Assistance Program (ECAP); Supplemental Disaster Relief Program (SDRP); Warrior Dividend Program but"  
[X Link](https://x.com/AnthPB/status/2009646381984575531)  2026-01-09T15:20Z [----] followers, [---] engagements


"probability of drawdowns in S&P [---] percent of calendar years hitting various thresholds (1928-2025): % % DRAWDOWN 🟰 OF YEARS -5% = 94% -10% = 63% -20% = 26% -30% = 10% -40% = 6% -50% = 2% $spx $study #correction #bearmarket https://awealthofcommonsense.com/2026/01/the-probability-of-loss-in-the-stock-market/ https://awealthofcommonsense.com/2026/01/the-probability-of-loss-in-the-stock-market/ https://awealthofcommonsense.com/2026/01/the-probability-of-loss-in-the-stock-market/ https://awealthofcommonsense.com/2026/01/the-probability-of-loss-in-the-stock-market/"  
[X Link](https://x.com/AnthPB/status/2010346160293134826)  2026-01-11T13:40Z [----] followers, [--] engagements


"they're catching on: "New Google paper says LLM inference is limited by memory and networking and proposes [--] hardware shifts: [--] Inference is separated into Prefill which processes input in parallel and Decode which outputs [--] token (a small text chunk) at a time while constantly reading a Key Value KV cache a running memory of past text LLM serving speed and cost problems come from the Decode phase where the system keeps fetching past context from memory and talking across chips not from a lack of raw compute todays data center accelerators were shaped by training needs so they often look"  
[X Link](https://x.com/AnthPB/status/2010439513638592638)  2026-01-11T19:51Z [----] followers, [--] engagements


"the Red Sox need new ownership (Part ♾) out with John Henry and FSG: morbidly ironic that Rafael Devers got shipped outta Boston over irreconcilable differences re 3B position earned by Alex Bregman who was apparently a [--] year rental that wasn't worth an extra +$3M aav and a no trade clause despite being a HoF clubhouse guy ___ https://x.com/i/status/2010327891205087709 https://twitter.com/i/web/status/2010446817050112401 https://x.com/i/status/2010327891205087709 https://twitter.com/i/web/status/2010446817050112401"  
[X Link](https://x.com/AnthPB/status/2010446817050112401)  2026-01-11T20:20Z [----] followers, [--] engagements


"I think we riot if the Red Sox don't sign bo bichette If the franchise has this ideology that any player over [--] isn't worth any amount of money then they kinda have to monopolize the market for under 30-year-old talent"  
[X Link](https://x.com/AnthPB/status/2010452939509575898)  2026-01-11T20:45Z [----] followers, [---] engagements


"even though I predicted it way back when LLM's first launched (above) it's banoodles to think that almost every phone in the Western world will run through $googl middleware: "Apple picks Google's Gemini AI for its big Siri upgrade: Googles technology provides the most capable foundation for Apple Foundation Models" $aapl #ios #iphone) https://www.theverge.com/news/860521/apple-siri-google-gemini-ai-personalization https://www.theverge.com/news/860521/apple-siri-google-gemini-ai-personalization"  
[X Link](https://x.com/AnthPB/status/2010778951388631214)  2026-01-12T18:20Z [----] followers, [---] engagements


"Daily Treasury Statement payroll tax withholdings proxy for income growth (as of 1/9) nice reacceleration to start the new year after the low velocity run-rate in wake of October's government shutdown: 🚀+12.5% mtd yoy (+11.4pp mom) ____ daily weekday average "taxes withheld individual/FICA" #dts) calendar effects (one less weekday in January [----] vs [----] so yoy comps not truly apples-to-apples albeit mitigated by my weekday average adjustment https://fiscaldata.treasury.gov/datasets/daily-treasury-statement/operating-cash-balance"  
[X Link](https://x.com/AnthPB/status/2010868142470283727)  2026-01-13T00:14Z [----] followers, [--] engagements


"MAGA horsemen of their own apocalypse legislating/policymaking/jawboning into existence nonexistent fabricated GOP crises (cont'd): [--] Lawfare rule by law and weaponizing the DOJ against political opponents (Fed independence and Jerome Powell criminal charges) ___ https://www.npr.org/2026/01/11/nx-s1-5674034/fed-powell-subpoena-doj-building-renovation https://www.npr.org/2026/01/11/nx-s1-5674034/fed-powell-subpoena-doj-building-renovation"  
[X Link](https://x.com/AnthPB/status/2010908377442885836)  2026-01-13T02:54Z [----] followers, [---] engagements


"Every time I use an iPhone or iPad nowadays I'm reminded of @benthompson's (relatable) Apple/OpenAI sunk cost iPhone users Pixel users with their with their kludgy seamless chatGPT Gemini sidecar integration https://twitter.com/i/web/status/2010937701399134502 https://twitter.com/i/web/status/2010937701399134502"  
[X Link](https://x.com/AnthPB/status/2010937701399134502)  2026-01-13T04:51Z [----] followers, [---] engagements


".related: https://x.com/i/status/1947545006668972098 @akramsrazor @OOInsight When everyone uses IDEs and generative AI coding assistants what are they using for git versioning code repo and documentation before even getting into more advanced DevSecOps (CI/CD SAST/DAST LDAP/Active Directory integrations etc). https://t.co/DNs4lHmNJ0 $gtlb https://x.com/i/status/1947545006668972098 @akramsrazor @OOInsight When everyone uses IDEs and generative AI coding assistants what are they using for git versioning code repo and documentation before even getting into more advanced DevSecOps (CI/CD"  
[X Link](https://x.com/AnthPB/status/2011294218069880879)  2026-01-14T04:28Z [----] followers, [---] engagements


"my $gtlb thoughts from 12/2025 wanna watch this for the turn esp if mgmt realizes its "Non-Human Identity (NHI) Licensing is THE business model for agentic AI epoch": "if GitLab can automate the upgrade paths for legacy Java (e.g. JDK [--] to 21) and Spring Boot frameworks via the CI/CD pipeline they solve a problem that editor-based copilots cant touch Risk is that Bank A moves to AWS and yes uses GitLab for source control/orchestration but also uses Amazon Q agents for the actual refactoring compute the upside for $gtlb (seat-based and consumption-based gets displaced by NHI licenses+"  
[X Link](https://x.com/AnthPB/status/2011298718155194638)  2026-01-14T04:45Z [----] followers, 11.5K engagements


"MAGA horsemen of their own apocalypse legislating/policymaking/jawboning into existence nonexistent fabricated GOP crises (cont'd): [--] Procyclical quantitative easing aka money printing 🙄 (Trump directive for FHFA Pulte to purchase mortgages) __ #qe #mbs $fnma $fre https://www.reuters.com/world/us/trump-orders-his-representatives-buy-200-billion-dollars-mortgage-bonds-2026-01-08/ https://www.reuters.com/world/us/trump-orders-his-representatives-buy-200-billion-dollars-mortgage-bonds-2026-01-08/"  
[X Link](https://x.com/AnthPB/status/2011580981426204909)  2026-01-14T23:27Z [----] followers, [---] engagements


"/0 THE HUMAN BRAIN VS CHIPS BIOLOGICAL VS ARTIFICIAL INTELLIGENCE: An apples-to-apples comparison between wetware and silicon-based (GPU) computation as well as the status of organic semiconductors innovation #neuroscience #neuroplasticity $nvda https://gemini.google.com/share/53f6e49d4707 https://gemini.google.com/share/53f6e49d4707"  
[X Link](https://x.com/AnthPB/status/2011592534989160574)  2026-01-15T00:13Z [----] followers, [---] engagements


"/1 scrutinize the cost of cognition (thinking/computation) of the brain vs chips across three measures: thermodynamic energy efficiency (operations per joule) economic cost efficiency (operations per dollar Total Cost of Ownership): establishing "a novel baseline for the human brain's maintenance cost deriving it from the 20% metabolic share of the brain relative to the broader wellness basket of human living costs in developed economies" blended efficiency index (A B)"  
[X Link](https://x.com/AnthPB/status/2011592537690251389)  2026-01-15T00:13Z [----] followers, [--] engagements


"/2 thermodynamic energy efficiency () human brain wins 🧠: "Despite a 10000x improvement in silicon efficiency over two decades the most advanced chip in existence (Blackwell B200) is still 2500x less energy efficient than the human brain. This is the 'Thermodynamic Moat'. The brain operates near the Landauer limit of information processing leveraging chemical diffusion which is essentially 'free' energy compared to the resistive heating of moving electrons through copper and silicon. Silicon is closing the gap but the curve suggests that matching biological energy efficiency is a challenge"  
[X Link](https://x.com/AnthPB/status/2011592541519401098)  2026-01-15T00:13Z [----] followers, [--] engagements


"funny that the logic chip designers and fabs (e.g. $nvda $tsm) seem to have just caught up to demand but the energy turbine memory etc guys (e.g. $eqt $gev $mu) are so scarred that they're treading lightly with new capacity one camp secular expansion pilled and the other cyclical boom-bust pilled and therein lay the bottleneck esp ironic in the age of Chinese overcapacity: "Despite projections of memory shortages for PCs and phones producers like Micron will proceed cautiously in adding new capacity mindful of past downcycles" __"  
[X Link](https://x.com/AnthPB/status/2011613594069107163)  2026-01-15T01:37Z [----] followers, [---] engagements


"🏁/6 and when you start to grok all of these autonomous predictive agentic AI transactions you realize how there's a need for auditing the machines' thinking/decisions (e.g. the bid/ask order book and the AI's contextual logic) and blockchain is the most failsafe way to do that while guarding against AI spoofing/lying/deceiving __ https://x.com/i/status/2006019428433944732"  
[X Link](https://x.com/AnthPB/status/2011662558432764142)  2026-01-15T04:51Z [----] followers, [---] engagements


"@modestproposal1 /PS and fwiw I don't think AI gets to "autonomous predictive agentic AI transactions" for a meaningful GMV (volume/marketshare) anytime soon __ https://x.com/i/status/2011659527179940163 @modestproposal1 /2 traditional performance-based advertising campaigns auction-off finite or ephemeral ad supply regardless of whether PULL (Google keyword search or Amazon intent) or PUSH (Facebook in-feed) and with AI: user initiated agentic AI transactions ("book https://x.com/i/status/2011659527179940163 @modestproposal1 /2 traditional performance-based advertising campaigns auction-off"  
[X Link](https://x.com/AnthPB/status/2011665200416461021)  2026-01-15T05:02Z [----] followers, [---] engagements


"see also: @uscensusbureau scientific/research gains are incontrovertible but wild tradeoffs for commercial application AI rates of change in evolution fm autoregressive to reasoning models (https://t.co/OObTcR3Vk8 #CoT): 🪙 token costs: +10.7x ✅ accuracy rates: +29% inference time: +200% https://t.co/bizXFqqTV0 @uscensusbureau scientific/research gains are incontrovertible but wild tradeoffs for commercial application AI rates of change in evolution fm autoregressive to reasoning models (https://t.co/OObTcR3Vk8 #CoT): 🪙 token costs: +10.7x ✅ accuracy rates: +29% inference time: +200%"  
[X Link](https://x.com/AnthPB/status/2011852153250275637)  2026-01-15T17:25Z [----] followers, [---] engagements


"updated effective Trump tariff rates announced vs collective customs duties including screenshot of sector specific rates (as of 1/15): 🗣 nominal tariff rate (statutory): 21% 💰 observed tariff rate (actual): 10.9% baseline (2024): 2.2% peak (2025/04/09): 27.6% 🔽 trough (2025/05): 8.7% https://x.com/AnthPB/status/1972689805084426700s=20 https://x.com/AnthPB/status/1972689805084426700s=20"  
[X Link](https://x.com/AnthPB/status/2011933580033998875)  2026-01-15T22:48Z [----] followers, [---] engagements


"Adtech for AI agents in this hypothetical future your "autonomous predictive agentic" shopping/ecommerce assistant's discretion will be governed by: [--] your satisfaction with its purchases (don't turn me off or switch to a competitor's bot) [--] your wallet and marginal propensity to consume (MPC) [--] your ROI and utility from purchases (observed cashflows and user feedback/ratings from those "backend ads" a la experience management) [--] its own profit maximization (maximum commission/finders fee/affiliate revenue per slotting purchase) ♾ etc @modestproposal1 /5 so how will commissions/finders fees"  
[X Link](https://x.com/AnthPB/status/2012303338029691086)  2026-01-16T23:17Z [----] followers, [---] engagements


"related: https://x.com/i/status/2012303338029691086 Adtech for AI agents in this hypothetical future your "autonomous predictive agentic" shopping/ecommerce assistant's discretion will be governed by: [--] your satisfaction with its purchases (don't turn me off or switch to a competitor's bot) [--] your wallet and marginal https://x.com/i/status/2012303338029691086 Adtech for AI agents in this hypothetical future your "autonomous predictive agentic" shopping/ecommerce assistant's discretion will be governed by: [--] your satisfaction with its purchases (don't turn me off or switch to a competitor's"  
[X Link](https://x.com/AnthPB/status/2012303473950232581)  2026-01-16T23:18Z [----] followers, [--] engagements


"same same @danhockenmaier on the spectrum of ecommerce marketplace defensibility vs AI shopping agents: "Three factors will matter the most in determining whether customers decide to start their search on an LLM or directly on a marketplace: [--] Difficulty of supply aggregation [--] Degree of marketplace management [--] Nature of customer engagement "The number of these jobs JTBD a marketplace does determine how heavily managed it is "Marketplaces that are not managed and have supply that is easy to aggregate could be replaced entirely by an LLM "The marketplaces least likely to lose transactions are"  
[X Link](https://x.com/AnthPB/status/2012311160276517188)  2026-01-16T23:49Z [----] followers, [--] engagements


"shocked that Trump's tariffs weren't a silver bullet for manufacturing jobs wait what's that you say they had the opposite effect than he intended whocoudanode 🤦 "the contraction in blue-collar jobs continues to intensify with their employment levels shrinking by more than -145k over the last year" __ https://www.apricitas.io/p/the-no-hire-economy https://x.com/i/status/2001299381689979329 https://www.apricitas.io/p/the-no-hire-economy https://x.com/i/status/2001299381689979329"  
[X Link](https://x.com/AnthPB/status/2012313753551843551)  2026-01-16T23:59Z [----] followers, [--] engagements


"I'd love to dunk on Benioff and $crm for this but this was already reported by The Information and Times of India back in December tweeps just reaggregating old news: "Salesforce Admits Overestimating Al Reliability in Customer Support" __ https://x.com/i/status/1978659641094476009 https://timesofindia.indiatimes.com/education/careers/news/will-ai-take-our-jobs-or-is-the-bubble-about-to-burst-heres-what-the-salesforce-story-tells-us/articleshow/126152766.cmshl=en-US https://www.theinformation.com/articles/salesforce-executives-say-trust-generative-ai-declined"  
[X Link](https://x.com/AnthPB/status/2012423201561735478)  2026-01-17T07:14Z [----] followers, [---] engagements


"huh and just like that: "OpenAl to test ads in free chatGPT and new $8 Go tier" __ https://x.com/i/status/2012253252771824074 https://x.com/i/status/1917420361454608457 https://x.com/i/status/1913248590853439594 https://x.com/i/status/2012253252771824074 https://x.com/i/status/1917420361454608457 https://x.com/i/status/1913248590853439594 We are starting to test ads in ChatGPT free and Go (new $8/month option) tiers. Here are our principles. Most importantly we will not accept money to influence the answer ChatGPT gives you and we keep your conversations private from advertisers. It is clear"  
[X Link](https://x.com/AnthPB/status/2012428025279676525)  2026-01-17T07:33Z [----] followers, [---] engagements


"@BucknSF does anyone doubt that the conference championship teams are the [--] best in the NFL this season I def overrated the Eagles (and 49ers alternative history sans Kittle injury straw-that-broke-the-camel's-back) but our pyramid is down to Seahawks Patriots Rams Broncos 👇"  
[X Link](https://x.com/AnthPB/status/2013104517970051306)  2026-01-19T04:21Z [----] followers, [---] engagements


"Foundational models and coding agents/assistants not closing this loophole feels like one of AI's many user-acquisition cookies that are reminiscent of 2010s consumer surplus across streaming social media and SaaS (esp freemium software/apps). #ide #cli #anthropic #claude #gemini #codex @osanseviero feels like an arbitrage to use Anthropic models up to their free token limits in Google Antigravity then switch to Claude Code in VS Code and use it up to its free limit (and layer-on Pro or higher subscription tiers for either/both) effectively double-dipping (or @osanseviero feels like an"  
[X Link](https://x.com/AnthPB/status/2013774850565734419)  2026-01-21T00:45Z [----] followers, [---] engagements


"how are OpenAI's ads going to work for chatGPT when the model is modularly plugged into an AI wrapper seems like the Twitter 3rd party client and logged-out user problem: will the GPT ad get served as part of the wrapper's output or is the wrapper/app paying for API access anyway (ergo not free tier) https://twitter.com/i/web/status/2013796686238265597 https://twitter.com/i/web/status/2013796686238265597"  
[X Link](https://x.com/AnthPB/status/2013796686238265597)  2026-01-21T02:11Z [----] followers, [--] engagements


"@jukan05 Because SK Hynix isn't blue skied in most of the US so harder to roll memes uphill #bluesky $hxscf $hxscl"  
[X Link](https://x.com/AnthPB/status/2014178228991115277)  2026-01-22T03:28Z [----] followers, [---] engagements


"I might be late to this but for at least a week my phone's maintained 8-10" of snow in Boston for Winter Storm Fern while the rest of the cinematic universe has excitedly flashed 18-24" nbd just curious what's the deal with that persistent gap __ https://x.com/i/status/2014437624853766198 https://x.com/i/status/2014712608314597719 Here is what we know about the big winter storm so far: https://t.co/LMd0W9jHkp https://x.com/i/status/2014437624853766198 https://x.com/i/status/2014712608314597719 Here is what we know about the big winter storm so far: https://t.co/LMd0W9jHkp"  
[X Link](https://x.com/AnthPB/status/2014896765229474054)  2026-01-24T03:03Z [----] followers, [----] engagements


"Says a lot about market segmentation and price sensitivity that so many consumers (me included) are willing to trade prices for convenience by paying an extra [--] for gas for the privilege of using a credit card instead of cash"  
[X Link](https://x.com/AnthPB/status/2015120263147384991)  2026-01-24T17:51Z [----] followers, [---] engagements


"#Brexit's economic impact on Britain (IMF forecasts 2016-20). http://www.ai-cio.com/channel/NEWSMAKERS/Infographic--What-Brexit-Would-Look-Like/ http://www.ai-cio.com/channel/NEWSMAKERS/Infographic--What-Brexit-Would-Look-Like/"  
[X Link](https://x.com/AnthPB/status/746382849239048192)  2016-06-24T16:41Z [----] followers, [--] engagements


".@jandawson @annotote You'll probably want to read this too. #virtualassistant #AI #IoT https://medium.com/@anthony.bardaro/google-positioned-to-win-tech-3-0-cd825d37d7f5source=linkShare-c79a365c5ac1-1471034205 https://medium.com/@anthony.bardaro/google-positioned-to-win-tech-3-0-cd825d37d7f5source=linkShare-c79a365c5ac1-1471034205"  
[X Link](https://x.com/AnthPB/status/764199321176727552)  2016-08-12T20:38Z [----] followers, [--] engagements


"@jandawson You'd like this too 👇 Apple #HomePod is threading a needle: Expertly marketed but structurally disadvantaged https://medium.com/adventures-in-consumer-technology/apples-homepod-threading-a-needle-614966e7ea56source=twitterShare-c79a365c5ac1-1499372031 https://medium.com/adventures-in-consumer-technology/apples-homepod-threading-a-needle-614966e7ea56source=twitterShare-c79a365c5ac1-1499372031"  
[X Link](https://x.com/AnthPB/status/883165493959544832)  2017-07-07T03:27Z [----] followers, [--] engagements


"@benthompson /3 Finally the environmental externality is ironic because government exists to intervene when neg byproducts like this aren't addressed by marketplace incentives -- but Bitcoin disrupts (😬) that very govt. #savemefrommyself"  
[X Link](https://x.com/AnthPB/status/930417438541393920)  2017-11-14T12:49Z [----] followers, [--] engagements

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