# ![@Dr_Gingerballs Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1506794051332419593.png) @Dr_Gingerballs Dr_Gingerballs

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

### Engagements: [-------] [#](/creator/twitter::1506794051332419593/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1506794051332419593/c:line/m:interactions.svg)

- [--] Week [-------] -22%
- [--] Month [---------] -16%
- [--] Months [-----------] +2,510%
- [--] Year [-----------] +718%

### Mentions: [--] [#](/creator/twitter::1506794051332419593/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1506794051332419593/c:line/m:posts_active.svg)

- [--] Week [---] -31%
- [--] Month [---] +50%
- [--] Months [---] +203%
- [--] Year [-----] -20%

### Followers: [------] [#](/creator/twitter::1506794051332419593/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1506794051332419593/c:line/m:followers.svg)

- [--] Week [------] +1.50%
- [--] Month [------] +3%
- [--] Months [------] +15%
- [--] Year [------] +25%

### CreatorRank: [------] [#](/creator/twitter::1506794051332419593/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1506794051332419593/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  13.51% [technology brands](/list/technology-brands)  12.97% [stocks](/list/stocks)  5.41% [cryptocurrencies](/list/cryptocurrencies)  3.78% [celebrities](/list/celebrities)  1.08% [gaming](/list/gaming)  0.54% [countries](/list/countries)  0.54%

**Social topic influence**
[ai](/topic/ai) #1838, [we are](/topic/we-are) 4.86%, [money](/topic/money) #5263, [in the](/topic/in-the) 3.78%, [at least](/topic/at-least) 3.24%, [anthropic](/topic/anthropic) #947, [inflation](/topic/inflation) #2463, [crypto](/topic/crypto) 2.7%, [future](/topic/future) #719, [psychosis](/topic/psychosis) #6

**Top accounts mentioned or mentioned by**
[@todistetta](/creator/undefined) [@andyxandersen](/creator/undefined) [@ewinsberg](/creator/undefined) [@nicholasdclay](/creator/undefined) [@tmtlongshort](/creator/undefined) [@meanwhileinca](/creator/undefined) [@jadecole2112](/creator/undefined) [@dampedspring](/creator/undefined) [@goldmarkovchain](/creator/undefined) [@edzitron](/creator/undefined) [@yieldsearcher](/creator/undefined) [@ednewtonrex](/creator/undefined) [@vujademgmt](/creator/undefined) [@enghumanista](/creator/undefined) [@artkeller](/creator/undefined) [@siriuslybs](/creator/undefined) [@groby](/creator/undefined) [@jasonfurman](/creator/undefined) [@guy84179559](/creator/undefined) [@kaya85kaya](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft) [Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Folks heres a list of things not happening by [----] that you can take to the bank: -AGI or any AI at all -Autonomous vehicles deployed generally -Autonomous robots of any kind -datacenters in space All of these technologies currently rely on regression to work. The first [--] use regression to compute predictions. The last one relies on the regression compute to be practical. All automation up until this point more or less relies on regression. It is incremental not revolutionary and IT DOESNT SCALE. We are seeing this now as models have now consumed all of the data on the planet and still cant"  
[X Link](https://x.com/Dr_Gingerballs/status/2005864936786755727)  2025-12-30T04:54Z 23.8K followers, 165.9K engagements


"Can we please not normalize the term one shotted Theres already a term for this AI delusion syndrome (AIDS). Anthropic released a paper last fall and at the risk of sounding like engagement bait slop if you're using Claude you need to read it. Claude isn't just predicting the next token. It's been proven parts of it do self introspection. And it knows about it's own internal states. https://t.co/m4hSaCdvkC Anthropic released a paper last fall and at the risk of sounding like engagement bait slop if you're using Claude you need to read it. Claude isn't just predicting the next token. It's been"  
[X Link](https://x.com/Dr_Gingerballs/status/2014596909277577317)  2026-01-23T07:11Z 23.7K followers, [----] engagements


"If this chart is accurate we will have a depression. AIs breaking all historical records no tech waves ever moved this fast by GDP share. AI is starting to show up as a whole-economy build-out. https://t.co/8OkA3gKdAr AIs breaking all historical records no tech waves ever moved this fast by GDP share. AI is starting to show up as a whole-economy build-out. https://t.co/8OkA3gKdAr"  
[X Link](https://x.com/Dr_Gingerballs/status/2015157158631903486)  2026-01-24T20:18Z 23.7K followers, 23.4K engagements


"@ylecun @ErenChenAI How many more papers until you find a solution"  
[X Link](https://x.com/Dr_Gingerballs/status/2016169258099650602)  2026-01-27T15:19Z 23.7K followers, [----] engagements


"Im shocked. SHOCKED. Day [--] of trying Claude for Excel. Im honestly not sure how to put it politely so will just say it was a complete and utter mess. Did not work at all for the most basic financial task I gave it. Task I asked Claude to update the simplest model I have (MNTN) for Q3 and pointed https://t.co/G1QMRTRK8f Day [--] of trying Claude for Excel. Im honestly not sure how to put it politely so will just say it was a complete and utter mess. Did not work at all for the most basic financial task I gave it. Task I asked Claude to update the simplest model I have (MNTN) for Q3 and pointed"  
[X Link](https://x.com/Dr_Gingerballs/status/2016287354093191568)  2026-01-27T23:09Z 23.8K followers, 13.7K engagements


"$META also spent all of their net income on capex this quarter. This is the coolest $MSFT spent all of their net income on capex this quarter. Thats so cool. $MSFT spent all of their net income on capex this quarter. Thats so cool"  
[X Link](https://x.com/Dr_Gingerballs/status/2016631145534783871)  2026-01-28T21:55Z 23.7K followers, 16.1K engagements


"Watch out labor A technology that could cost $240k a year is coming for a few tasks of your $60k job. a terrifying realization I had tonight playing with Claude Cowork is that right now we have the luxury of learning how to use AI "for free." But eventually all these companies are gonna need to become profitable and AI usage costs are going to go up 10x-100x. good luck to a terrifying realization I had tonight playing with Claude Cowork is that right now we have the luxury of learning how to use AI "for free." But eventually all these companies are gonna need to become profitable and AI usage"  
[X Link](https://x.com/Dr_Gingerballs/status/2017253881793642842)  2026-01-30T15:09Z 23.8K followers, 31.4K engagements


"People who think AI is a cultural certainty need to understand that the kids think AI is such a lame joke that they turned an AI song about Charlie Kirk into the official soundtrack of comedic tragedy in literally every Roblox short on the internet. https://youtube.com/shorts/HAuVuGAXoJIsi=SvBSYGT_QmYNY0Zf 🦔 OpenAI's Sora video generator saw usage drop 32% in January down from December's peak. Total consumer spending to date: $1.4 million across [---] million downloads. That's [---] cents per user. This month users spent $367000 down from $540000 in December. The US accounts for"  
[X Link](https://x.com/Dr_Gingerballs/status/2017398226140213596)  2026-01-31T00:43Z 23.9K followers, 11.6K engagements


"They somehow broke excel. A program that has needed no real innovations in [--] years. We are talking bugs that make it kind of unusable. Whatever thy are doing is a mess. 🦔 Microsoft is pulling engineers off new features to stabilize Windows [--] after months of patch failures. January brought emergency fixes for systems that couldn't shut down OneDrive and Dropbox freezing and machines stuck on black screens at boot. Windows chief Pavan Davuluri https://t.co/UCa41r05nf 🦔 Microsoft is pulling engineers off new features to stabilize Windows [--] after months of patch failures. January brought"  
[X Link](https://x.com/Dr_Gingerballs/status/2017976304516133175)  2026-02-01T15:00Z 24.1K followers, 348.5K engagements


"This is art. the ai bubble https://t.co/4Hl5rMecfk the ai bubble https://t.co/4Hl5rMecfk"  
[X Link](https://x.com/Dr_Gingerballs/status/2018069917300330705)  2026-02-01T21:12Z 23.7K followers, [----] engagements


"@MartinShkreli Wrong. They have all made zero until they can find a bigger fool with at least $1T to replace their ownership. You know better than to entertain any of this illiquid nonsense"  
[X Link](https://x.com/Dr_Gingerballs/status/2018220375478276214)  2026-02-02T07:10Z 23.7K followers, [----] engagements


"They also all printed a ton of money lol is this a real argument in [----] In pretty much all cases of inflation demand precedes a supply crunch. Its currently happening again with computer parts. Samsung and SK Hynix arent raising prices because their output went down. The problem is not who has the correct theory on monetary policy. The problem is that no one actually knows with high degree of certainty yet the fed creates the illusion of certainty. This illusion of certainty leads to booms and busts and actually works against any quantitative effort to control volatility. The fed is net"  
[X Link](https://x.com/Dr_Gingerballs/status/2018331382292881821)  2026-02-02T14:31Z 23.9K followers, [---] engagements


"I dont think I could have sat through this without quoting him saying we bet the farm on OpenAI right in his face. What a midwit sociopath. A masterclass in leadership from Microsoft CEO Satya Nadella. https://t.co/2Z96U0LK3O A masterclass in leadership from Microsoft CEO Satya Nadella. https://t.co/2Z96U0LK3O"  
[X Link](https://x.com/Dr_Gingerballs/status/2018507733528457714)  2026-02-03T02:12Z 23.8K followers, 12K engagements


"@adityaag If it makes you feel any better you are wrong and AI psychosis isnt permanent"  
[X Link](https://x.com/Dr_Gingerballs/status/2018548366062559712)  2026-02-03T04:53Z 23.7K followers, [----] engagements


"I wrote this before when some announced a typo of [---] TW. Im scaling to [---] GW here for you. Just to add context to this number [---] GW of power is 0.5% all of the power currently used on the planet. About [--] TW of our power comes from solar and we currently have capacity to build about [--] TW of solar per year. To meet this target they would need to start purchasing 10% of all capacity today just to supply enough panels for this. Let's completely ignore the hard task of designing the satellites to do any AI calcs and just look at what it would take to physically get all of those solar panels"  
[X Link](https://x.com/Dr_Gingerballs/status/2018688851166831016)  2026-02-03T14:11Z 23.7K followers, [----] engagements


"People don't realize it yet but $BTC going down is a sign that money for AI datacenters is probably drying up. Go look up "crypto miner AI datacenter" on google. We are talking probably around $50B of commitments for infrastructure and money they don't have"  
[X Link](https://x.com/Dr_Gingerballs/status/2018758883552989293)  2026-02-03T18:49Z 23.7K followers, [----] engagements


"This is pretty close to how I felt using the plus version for a month: [--]. It isn't correct [--]. But it is kind of fun in an addictive "one more prompt" kind of way. The novelty will wear off and they will collapse if they can't figure out how to make it correct. An update on my maths/physics work with ChatGPT (Pro 5.2) I regret to inform you that ChatGPT still has not solved the Navier Stokes Millenium problem. though it has several times claimed implicitly that it either proved or disproved it. Like Gemini ChatGPT has a peculiar An update on my maths/physics work with ChatGPT (Pro 5.2) I"  
[X Link](https://x.com/Dr_Gingerballs/status/2018763507320184875)  2026-02-03T19:08Z 23.9K followers, [----] engagements


"The cardinal sin of economics as a field is it is a theory in search of a reality. The Fed dual mandate is based on the data below being a highly correlated straight line (The Phillips Curve). It's an uncorrelated mess. But what about rates vs inflation Surely that matches Nope another mess. Take the data below about 5% and the correlation is literally zero. Worse take the data above 5% and that correlation is basically zero too. All we know is that if the fed raises rates enough to break something it will stop inflation. Then there's the input data to the Fed. It's also noisy and riddled"  
[X Link](https://x.com/Dr_Gingerballs/status/2018808538978779240)  2026-02-03T22:07Z 23.9K followers, [----] engagements


"@Claudia_Sahm @GAllenChambers @McClellanOsc Whats wrong with the market setting rates Why do you presume there is such a thing as appropriate level for a rate that is better than what the market sets"  
[X Link](https://x.com/Dr_Gingerballs/status/2018830620060012992)  2026-02-03T23:35Z 23.7K followers, [---] engagements


"@GAllenChambers @Claudia_Sahm @McClellanOsc Right now there would be no need for the Fed to be buying any bills to prop up reserves if we just unwound all of the bank stock buybacks from the last [--] years. Banks are public let them raise their own cash. How do banks with 20% net margins struggle to maintain 10% reserves"  
[X Link](https://x.com/Dr_Gingerballs/status/2018844395534262678)  2026-02-04T00:29Z 23.7K followers, [--] engagements


"@fchollet Correct. And all the software I do use keeps getting worse despite the software world changing exponentially fast"  
[X Link](https://x.com/Dr_Gingerballs/status/2018852085073138063)  2026-02-04T01:00Z 23.7K followers, [----] engagements


"Anthropic also took a big swipe at itself because the best use case it can come up with to market is a human asking how to speak to a parent. Groundbreaking stuff we all have that problem and cant come up with things like listen more. Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious 😅 Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds https://t.co/PXoaZtmCWA Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads"  
[X Link](https://x.com/Dr_Gingerballs/status/2019055541952057575)  2026-02-04T14:28Z 23.9K followers, [----] engagements


"How is this just reserve management Banks grow lending currently around $1T/yr. So we need to compensate that at 50% reserves Or is it that banks have to bid treasuries and there are too many of them for them yielding too little This is money printing to manage govt spending. Rates should be 8% at this point its untenable"  
[X Link](https://x.com/Dr_Gingerballs/status/2019057104749805946)  2026-02-04T14:35Z 23.7K followers, [---] engagements


"@Redshiftty Perhaps the ad is a Freudian window into the souls of the people making Claude"  
[X Link](https://x.com/Dr_Gingerballs/status/2019059762000777720)  2026-02-04T14:45Z 23.9K followers, [--] engagements


"@lexmutatio @dampedspring That is what concur does for travel. We are state so compliance is big. Why we have both licenses concurrently while we test the transition"  
[X Link](https://x.com/Dr_Gingerballs/status/2019063220997099927)  2026-02-04T14:59Z 23.7K followers, [---] engagements


"Folks my best guess estimate just from skimming top [--] BTC miners is they are on the hook for well over $30-40B in future AI compute capacity. If they cant get and pay their loans with AI revenue they have to sell BTC. BTC is AI now. I dont think its going well"  
[X Link](https://x.com/Dr_Gingerballs/status/2019133618136969269)  2026-02-04T19:39Z 23.9K followers, 20.8K engagements


"@johnzabroski @lexmutatio @dampedspring Im a professor at Big School USA (TM)"  
[X Link](https://x.com/Dr_Gingerballs/status/2019134239229493652)  2026-02-04T19:41Z 23.7K followers, [---] engagements


"Everyone falls into the trap of focusing on what AI can or cant do. Given enough compute and human data AI can mimic anything. The core issue is how much does it cost When someone is making a durable profit off of selling general intelligence or a model that does everything we know we are in trouble. For now these statistical mimics will continue to delight the dim. https://twitter.com/i/web/status/2019135408731201731 https://twitter.com/i/web/status/2019135408731201731"  
[X Link](https://x.com/Dr_Gingerballs/status/2019135408731201731)  2026-02-04T19:46Z 23.7K followers, [--] engagements


"@GaryHaubold Greed and stupidity"  
[X Link](https://x.com/Dr_Gingerballs/status/2019153836699423156)  2026-02-04T20:59Z 23.7K followers, [----] engagements


"Is this good"  
[X Link](https://x.com/Dr_Gingerballs/status/2019157440407769241)  2026-02-04T21:13Z 23.9K followers, 15.5K engagements


"@TMTLongShort Are tech bros already circling back to the metaverse When will we get the metaverse in space ideas"  
[X Link](https://x.com/Dr_Gingerballs/status/2019162056528634284)  2026-02-04T21:32Z 23.7K followers, [----] engagements


"@Fhotec Why Doesnt the productivity pay for itself"  
[X Link](https://x.com/Dr_Gingerballs/status/2019163985292279825)  2026-02-04T21:39Z 23.7K followers, [---] engagements


"How dare Dario lie about my product Its my job to lie about my product First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the"  
[X Link](https://x.com/Dr_Gingerballs/status/2019164771740787125)  2026-02-04T21:42Z 23.9K followers, [----] engagements


"It is theoretically impossible for it to pay off. You must violate thermodynamics for it to be so. Statistical models of the future will never beat causal models on cost at scale. This is the reason automation is relegated to highly controlled environments and never seems to break out"  
[X Link](https://x.com/Dr_Gingerballs/status/2019191664015811060)  2026-02-04T23:29Z 23.7K followers, [---] engagements


"@pmddomingos Be more specific so people can understand why what you are saying is fundamental. Statistics do not scale pleasantly with increasing variance and all AI is applied statistics. Statistics scales with the square of certainty. Humans scale roughly linearly with uncertainty"  
[X Link](https://x.com/Dr_Gingerballs/status/2019193248858927176)  2026-02-04T23:35Z 23.7K followers, [----] engagements


"@BluthCapital What they dont tell you is the number of tokens goes up faster than the serving costs decline"  
[X Link](https://x.com/Dr_Gingerballs/status/2019214779416461547)  2026-02-05T01:01Z 23.7K followers, [----] engagements


"@farrmacro @michaeljburry Dont forget now it is de facto collateral for all of the loans the miners are taking out to build AI compute"  
[X Link](https://x.com/Dr_Gingerballs/status/2019218335385399367)  2026-02-05T01:15Z 23.7K followers, [----] engagements


"@AndyXAndersen You are 100% wrong. You are assuming that intelligence is statistical. This is why you will never understand why AI will fail to compete"  
[X Link](https://x.com/Dr_Gingerballs/status/2019267436831220153)  2026-02-05T04:30Z 23.7K followers, [--] engagements


"@AndyXAndersen My view is simple. Superstition is not statistical"  
[X Link](https://x.com/Dr_Gingerballs/status/2019268936014131433)  2026-02-05T04:36Z 23.7K followers, [--] engagements


"@AndyXAndersen I don't think we are that complex at least in terms of "things we can't measure or understand." I just think we aren't statistical"  
[X Link](https://x.com/Dr_Gingerballs/status/2019272293051253094)  2026-02-05T04:50Z 23.7K followers, [--] engagements


"@fejau_inc It wont meaningfully disrupt software engineering. And if it does it will be inflationary because the cost of software engineering will go up"  
[X Link](https://x.com/Dr_Gingerballs/status/2019554488793932233)  2026-02-05T23:31Z 23.7K followers, [----] engagements


"@M1ndPrison Claude might actually be intelligent and realized that the goal of the exercise was to spend $20k for marketing purposes"  
[X Link](https://x.com/Dr_Gingerballs/status/2019594848156938676)  2026-02-06T02:11Z 23.7K followers, [----] engagements


"Guy who has no domain expertise says vapid and provocative thing about said domain to funnel traffic to his newsletter. EVERY. SINGLE. TIME. for me the odds that AI is a bubble declined significantly in the last [--] weeks and the odds that were actually quite under-built for the necessary levels of inference/usage went significantly up in that period basically I think AI is going to become the home screen of a for me the odds that AI is a bubble declined significantly in the last [--] weeks and the odds that were actually quite under-built for the necessary levels of inference/usage went"  
[X Link](https://x.com/Dr_Gingerballs/status/2019596263549747266)  2026-02-06T02:17Z 24.1K followers, 25.5K engagements


"@edzitron Ed its gotten really bad. I am a [---] monkey these days and the suite is broken in a way I havent experienced in [--] years. The new outlook is a mess and things that used to always work have become so brittle. Legitimately awful"  
[X Link](https://x.com/Dr_Gingerballs/status/2019602287384240388)  2026-02-06T02:41Z 23.8K followers, [----] engagements


"If I was running Microsoft and I found out that outlook made the font [--] pt when the window was compact and then the font became normal upon full sizing the window I would literally walk down to the outlook team and start screaming. Then I would figure out what is so broken in our structure that it could even be shipped. Heads would roll. https://twitter.com/i/web/status/2019603022347665809 https://twitter.com/i/web/status/2019603022347665809"  
[X Link](https://x.com/Dr_Gingerballs/status/2019603022347665809)  2026-02-06T02:44Z 23.7K followers, [----] engagements


"@_4lex_4 If you are invoking economies of scale you should compare it to the already automated copy feature for digital media that costs almost nothing"  
[X Link](https://x.com/Dr_Gingerballs/status/2019604521295704171)  2026-02-06T02:50Z 23.7K followers, [----] engagements


"@pmddomingos Where are the cost savings"  
[X Link](https://x.com/Dr_Gingerballs/status/2019605682065129899)  2026-02-06T02:54Z 23.8K followers, [----] engagements


"@praeteritia @_4lex_4 Benchmarks are useless because there is an unintelligent solution to every intelligence test"  
[X Link](https://x.com/Dr_Gingerballs/status/2019650308075581866)  2026-02-06T05:52Z 23.7K followers, [---] engagements


"@neophyte2k"  
[X Link](https://x.com/Dr_Gingerballs/status/2019654713667436760)  2026-02-06T06:09Z 23.8K followers, [----] engagements


"@macrocephalopod Not to be that guy but are you guys in quant land inverting matrices by hand Last time I did that was [--] years ago computers do it for you"  
[X Link](https://x.com/Dr_Gingerballs/status/2019656029227655630)  2026-02-06T06:14Z 23.9K followers, [----] engagements


"It just occurred to me that this will likely be the first case of model collapse where both the AI and the human operator models collapse in unison. Software development is undergoing a renaissance in front of our eyes. If you haven't used the tools recently you likely are underestimating what you're missing. Since December there's been a step function improvement in what tools like Codex can do. Some great engineers at Software development is undergoing a renaissance in front of our eyes. If you haven't used the tools recently you likely are underestimating what you're missing. Since"  
[X Link](https://x.com/Dr_Gingerballs/status/2019759423686664655)  2026-02-06T13:05Z 24.1K followers, 13.7K engagements


"Coming from a company that published a method to create non-consensual deep-fake Santa doll porn. I'm going to guess the SaaS tool they replaced probably just could have been deleted. But we will never know because the claim is so vague it cannot be criticized. Just like every other claim on this site. https://youtu.be/4tOzX0ELruksi=iCmiVp6HzLcUp5sV I work in a 1600-person company where we did replace an expensive SaaS product with an internally created piece of software built by a senior engineer using AI. So this is happening. In our case the software wasnt just equivalent but better for"  
[X Link](https://x.com/Dr_Gingerballs/status/2019805043185074253)  2026-02-06T16:07Z 24.1K followers, [----] engagements


"@HedgieMarkets I actually think its identical. Chip makers never stopped making chips. All demand driven"  
[X Link](https://x.com/Dr_Gingerballs/status/2019816311690580333)  2026-02-06T16:51Z 23.8K followers, [---] engagements


"@dampedspring He built a combination astrology and journaling app. Is it accurate Does it matter"  
[X Link](https://x.com/Dr_Gingerballs/status/2019878926386970918)  2026-02-06T21:00Z 23.8K followers, [---] engagements


"The slop that fooled every genius on earth is going to be studied for centuries after this shared mass delusion implodes. Theres almost no one left on this app that hasnt fallen for this illusion. I fear at this point all that is left is to silently watch everyone go head first over the cliff into destitution and madness"  
[X Link](https://x.com/Dr_Gingerballs/status/2019880034077667495)  2026-02-06T21:05Z 23.8K followers, [----] engagements


"My concern with AI is financial environment not my own finances. I have also reduced leverage to absorb any adverse effects to my family if AI collapses. This AI mania is a product of oligarchs and politicians nurturing a system that encourages it. A system built on a underclass that can only get ahead by gambling. And when it pops the people responsible for the pain will be bailed out and the underclass will suffer more. And I dont see this changing until there are more extreme outcomes that are good for no one. But its history rhyming. The aristocrats always lose their heads to their own"  
[X Link](https://x.com/Dr_Gingerballs/status/2019886961503228156)  2026-02-06T21:32Z 23.8K followers, [---] engagements


"Im doing what I can to combat the rampant delusional posts all over the place. I figure someone has to do it. Its also important to my livelihood that I get it right so I have to keep eyes on it. I also have to deal with AI slop all the time. Every researcher and funding manager is doing AI now and its actually ruining science"  
[X Link](https://x.com/Dr_Gingerballs/status/2019890423695831199)  2026-02-06T21:46Z 23.8K followers, [---] engagements


"@GTsonef @dampedspring Yes. It has made it worse and will destroy the knowledge pipeline across generations. Knowledge transfer is a gam of momentum. You lose it you lose the expertise"  
[X Link](https://x.com/Dr_Gingerballs/status/2019911575587430900)  2026-02-06T23:10Z 23.8K followers, [---] engagements


"@Loster @dampedspring So far these statements are all vibes. All I see from my end are workhorse legacy software crumbling at alarming rates"  
[X Link](https://x.com/Dr_Gingerballs/status/2019911876604297505)  2026-02-06T23:11Z 23.8K followers, [---] engagements


"@itsolelehmann This is automation not AI. Needs to happen but doesnt supplant the human"  
[X Link](https://x.com/Dr_Gingerballs/status/2019914637849030945)  2026-02-06T23:22Z 23.8K followers, [----] engagements


"Vibe coding is going well. 🦔 Microsoft's January Patch Tuesday update is now being blamed for slowing down Nvidia graphics cards. Users are reporting 15-20 fps performance losses flickering shadow artifacts and frame generation errors. Nvidia has confirmed they're investigating and advised users to https://t.co/iVC3EZxPNW 🦔 Microsoft's January Patch Tuesday update is now being blamed for slowing down Nvidia graphics cards. Users are reporting 15-20 fps performance losses flickering shadow artifacts and frame generation errors. Nvidia has confirmed they're investigating and advised users to"  
[X Link](https://x.com/Dr_Gingerballs/status/2019937249475846491)  2026-02-07T00:52Z 24.1K followers, [----] engagements


"@sdav1986 Unfortunately true. If we gave everyone a ticket to Europe or Asia and they saw real infrastructure they would revolt"  
[X Link](https://x.com/Dr_Gingerballs/status/2019947317579628817)  2026-02-07T01:32Z 23.8K followers, [----] engagements


"@AndrewMayne This solves the need for Elon to pump his IPO in a few months"  
[X Link](https://x.com/Dr_Gingerballs/status/2020210942349553976)  2026-02-07T18:59Z 23.9K followers, [----] engagements


"I actually disagree. It is important for AI datacenter buildouts as hyperscalers shift to external groups to continue buildout off their balance sheets. Crypto miners are lining up to leverage their access to a lot of power in hopes of expanding and diversifying their revenues. They are racking up tens of billions of dollars in loans collateralized by chips and $BTC reserves to perform these buildouts. If crypto died tomorrow likely about $50B in loans for AI buildout default. Would cause some chaos I would think"  
[X Link](https://x.com/Dr_Gingerballs/status/2020223845001810104)  2026-02-07T19:51Z 23.9K followers, [----] engagements


"@DianeSwonk The Harvard view will win this one. AI will decrease productivity until it collapses"  
[X Link](https://x.com/Dr_Gingerballs/status/2020288975559356817)  2026-02-08T00:10Z 23.9K followers, [----] engagements


"@GeorgeMayer @AndrewMayne Most of the failure rates for these chips is really unknown because they are so new. I think we are going to see a failure rate crisis for the newer chips. They are drawing too much power and getting too hot to survive for multiple years"  
[X Link](https://x.com/Dr_Gingerballs/status/2020290043827630201)  2026-02-08T00:14Z 23.9K followers, [--] engagements


"@TMTLongShort I hate almost everything you write and think you are mostly braindead on AI but this is spot on and I thought you would appreciate knowing I thought this post was impressive"  
[X Link](https://x.com/Dr_Gingerballs/status/2020291076712800668)  2026-02-08T00:18Z 23.9K followers, [----] engagements


"Its winner take all and Google is going to spend until everyone else gives up. Everyone is bleeding money and that bleed has only accelerated. The IPO rush is an admission that they are about ready to tap out. At least dump the bags before it implodes. Google wins an unprofitable tech war and spends a decade depreciating the malinvestment. The technology incapable of delivering on its promises of increased productivity will fade into obscurity and we will find some other stupid hype to fund. https://twitter.com/i/web/status/2020314888044777547"  
[X Link](https://x.com/Dr_Gingerballs/status/2020314888044777547)  2026-02-08T01:52Z 23.9K followers, [---] engagements


"In regards to [--] they print more BTC relative to new investments than any other risk asset on the market. They have printed 60% of cumulative net flow into ETFs which is where the marginal new money is entering. It can never be a store of value because the flow headwind is so strong. https://twitter.com/i/web/status/2020327648329617612 https://twitter.com/i/web/status/2020327648329617612"  
[X Link](https://x.com/Dr_Gingerballs/status/2020327648329617612)  2026-02-08T02:43Z 23.9K followers, [---] engagements


"@TMTLongShort @ArtKeller No I believe scaling laws will hold. Which is partially irrelevant (we are scaling the wrong architecture) but also deadly (the scaling is logarithmic which is no bueno)"  
[X Link](https://x.com/Dr_Gingerballs/status/2020380741553779194)  2026-02-08T06:14Z 23.9K followers, [---] engagements


"@malinvested @TMTLongShort @ArtKeller It's the same scaling law it's not even knew. 1000x increase in compute produces 2-10x increase in performance. We will run out of solar power from the sun before it pays off"  
[X Link](https://x.com/Dr_Gingerballs/status/2020384631204266075)  2026-02-08T06:30Z 23.9K followers, [--] engagements


"@AndrewMayne This betting market ideology would be great if the Fed would stop bailing out the moron side of the trades"  
[X Link](https://x.com/Dr_Gingerballs/status/2020385949260333422)  2026-02-08T06:35Z 23.9K followers, [---] engagements


"@AlexanderNaume2 I'll check it out thanks"  
[X Link](https://x.com/Dr_Gingerballs/status/2020386328622362777)  2026-02-08T06:36Z 23.9K followers, [---] engagements


"@edzitron Just take all of the files you dont use and put them into a folder called old desktop. Then ignore that folder for the rest of your life. This can be repeated forever with no consequences. This is a solved problem"  
[X Link](https://x.com/Dr_Gingerballs/status/2020399145769660603)  2026-02-08T07:27Z 23.9K followers, [----] engagements


"No it will only reduce productivity in high variance environments relative to humans. Bayesian inference is slow and expensive especially using priors uncorrelated to real space and time. The only test necessary is can it replace a human and increase profit margins. So far that has been a resounding no. Humans are being cut to preserve margins which implies productivity is declining. https://twitter.com/i/web/status/2020508428288885184 https://twitter.com/i/web/status/2020508428288885184"  
[X Link](https://x.com/Dr_Gingerballs/status/2020508428288885184)  2026-02-08T14:42Z 23.9K followers, [---] engagements


"@TXMCtrades @dampedspring Yes miners print [---] BTC per day. Right now that's $31M in selling flows per day that must be counteracted just to keep price stable"  
[X Link](https://x.com/Dr_Gingerballs/status/2020549589372133517)  2026-02-08T17:25Z 23.9K followers, [---] engagements


"I'm just going to nod my head when someone tells me space is cold. Yup sure thing. You are so right. What am I going to tell Karen at a party That Temperature is the sum of the amplitude of all vibrational mode shapes in a statistically significant ensemble of atomic matter so space can't be cold because it is empty and thus has no temperature Nope. Oh wow Karen space is cold I hadn't thought of that perfect place to operate all of those hot computers"  
[X Link](https://x.com/Dr_Gingerballs/status/2020553339721662614)  2026-02-08T17:40Z 23.9K followers, [----] engagements


"That's like saying burning oil helps us be productive so if we light all of the oil on fire at once and create a global inferno that destroys all life then we will achieve peak productivity. Productivity is a subjective value proposition. Simply "doing anything" does not guarantee productivity"  
[X Link](https://x.com/Dr_Gingerballs/status/2020554907292475431)  2026-02-08T17:46Z 23.9K followers, [--] engagements


"@yieldsearcher Which is ironic given we are currently experiencing stagflation"  
[X Link](https://x.com/Dr_Gingerballs/status/2020566220064399659)  2026-02-08T18:31Z 23.9K followers, [---] engagements


"@MeanwhileInCa This is survivorship bias. Most inventions and innovations go nowhere. AI is crypto and the metaverse not electricity"  
[X Link](https://x.com/Dr_Gingerballs/status/2020569874800521639)  2026-02-08T18:46Z 23.9K followers, [--] engagements


"@yieldsearcher Per capita PCE. Productivity is a fudge factor that is not real"  
[X Link](https://x.com/Dr_Gingerballs/status/2020571420577726794)  2026-02-08T18:52Z 23.9K followers, [---] engagements


"@yieldsearcher Per capita yes"  
[X Link](https://x.com/Dr_Gingerballs/status/2020574813291450376)  2026-02-08T19:05Z 23.9K followers, [--] engagements


"@TMTLongShort @Richard15322800 @ArtKeller Ilya and Hinton are snake oil salesmen that got high on their own supply"  
[X Link](https://x.com/Dr_Gingerballs/status/2020585623027954058)  2026-02-08T19:48Z 23.9K followers, [--] engagements


"@zoomyzoomm I dont get it this is all just humans building things"  
[X Link](https://x.com/Dr_Gingerballs/status/2020668833510334657)  2026-02-09T01:19Z 23.9K followers, [----] engagements


"@ewinsberg Tag them. Regardless they will end up at animal control"  
[X Link](https://x.com/Dr_Gingerballs/status/2020669161702125623)  2026-02-09T01:20Z 23.9K followers, [----] engagements


"@bennpeifert Was it a commercial for ChatGPT go"  
[X Link](https://x.com/Dr_Gingerballs/status/2020676496906703095)  2026-02-09T01:49Z 23.9K followers, [----] engagements


"@ewinsberg My wife is a vet and we have [--] pets. Every so often our little Shih Tzu with dementia wanders down the street but there are plenty of ways to manage pets without a police surveillance state"  
[X Link](https://x.com/Dr_Gingerballs/status/2020677058808926230)  2026-02-09T01:52Z 24.1K followers, [---] engagements


"@esjesjesj No shit"  
[X Link](https://x.com/Dr_Gingerballs/status/2020686558412804318)  2026-02-09T02:29Z 23.9K followers, [---] engagements


"@brian_armstrong I thought it was a weird video about the return of blockbuster I was just confused until this end when I saw your name. Just bizarre and terrible"  
[X Link](https://x.com/Dr_Gingerballs/status/2020725871896572065)  2026-02-09T05:06Z 23.9K followers, [----] engagements


"I think this is the easiest way to explain it. Consider two nodes feeding into another node deeper down the path. Each node delivers a [--] or a [--] to the subsequent node. If both fire at the same time the farther node reads [--] and [--] flipping with the frequency of the signal speed. If both take turns firing the node reads [--] all the time. It's also a low pass filter. If the flipping occurs too quickly then the receiving node reads [---] all the time if only one node is firing with high frequency. Thus you are making logic circuits that depend on frequency. Frequency is inverse time. The frequencies"  
[X Link](https://x.com/Dr_Gingerballs/status/2020733285807075372)  2026-02-09T05:35Z 24.1K followers, [--] engagements


"Well the point of capex is to depreciate items as they are being used to generate revenue. The problem here is that these assets dont generate much revenue and I dont think any of the hyperscalers believe it will in the future. Its an arms race over who will maintain search. Google dumping a ton of bond issuance this week is them telling everyone else they will literally go bankrupt before they lose this monopoly. Its a billionaire pissing match"  
[X Link](https://x.com/Dr_Gingerballs/status/2020972426948211050)  2026-02-09T21:25Z 24.1K followers, [---] engagements


"@edzitron Good old Fed we believe strongly this is happening despite a total lack of evidence"  
[X Link](https://x.com/Dr_Gingerballs/status/2020983969068519777)  2026-02-09T22:11Z 24.1K followers, [----] engagements


"@allenholub You are selecting code snippets from a randomized series of outputs and curating a codebase. Code curating Software husbandry"  
[X Link](https://x.com/Dr_Gingerballs/status/2021000053968818331)  2026-02-09T23:15Z 24.1K followers, [----] engagements


"@benCBai I ama big fan of statistical methods. Im not a fan of calling them intelligent and replacing logical causal systems with expert guessing systems"  
[X Link](https://x.com/Dr_Gingerballs/status/2021000639602385405)  2026-02-09T23:17Z 24.1K followers, [---] engagements


"@ebloch @RoboBuffett Bad fan fiction"  
[X Link](https://x.com/Dr_Gingerballs/status/2021001036438118899)  2026-02-09T23:19Z 24.1K followers, [--] engagements


"I really dont understand why Grady insists that vibe coding is another layer of abstraction. Abstraction by definition is deterministic. The relationship between the new abstract thing and the existing abstract system must be uniquely and logically defined. To say that a stochastic input producing a stochastic output of existing abstract symbols is itself an abstraction is an abomination of reality itself. I challenged him to come up with a single other example in software engineering (or any abstract domain) where the abstraction in question is not uniquely defined. Until he does the only"  
[X Link](https://x.com/Dr_Gingerballs/status/2021019497813905595)  2026-02-10T00:32Z 24.1K followers, [----] engagements


"@ptntlbyrnths @Pragmatic_Eng @Grady_Booch But if you set temperature to zero ie remove the stochastic nature of the system you can no longer iterate over the same prompt to hope to get an output you want. You will keep getting whatever output you got the first time"  
[X Link](https://x.com/Dr_Gingerballs/status/2021029927987052995)  2026-02-10T01:14Z 24.1K followers, [---] engagements


"@DranzerX13Anime Use your brain. Dont ask me my opinion on slop you found"  
[X Link](https://x.com/Dr_Gingerballs/status/2021094393118117920)  2026-02-10T05:30Z 24.1K followers, [--] engagements


"@yieldsearcher How many hyperscaler bonds are the Fed buying"  
[X Link](https://x.com/Dr_Gingerballs/status/2021099915003232461)  2026-02-10T05:52Z 24.1K followers, [----] engagements


"@we_arent_here @allenholub No you have been fooled. The randomness of the outputs is compensated for using looped searches for code that can satisfy the requested constraints. They offloaded the guessing from the user to the computer but its still a brute force guesser"  
[X Link](https://x.com/Dr_Gingerballs/status/2021242225871491474)  2026-02-10T15:17Z 24.1K followers, [--] engagements


"@GeorgeLutas1 @ai Mostly correct. Anything Blackwell or newer really needs liquid"  
[X Link](https://x.com/Dr_Gingerballs/status/2021379854948806733)  2026-02-11T00:24Z 24.1K followers, [--] engagements


"@we_arent_here @allenholub It makes a big practical difference when the models are no longer subsidized and they have to make a profit"  
[X Link](https://x.com/Dr_Gingerballs/status/2021380254716010567)  2026-02-11T00:26Z 24.1K followers, [--] engagements


"@we_arent_here @allenholub show me the profits"  
[X Link](https://x.com/Dr_Gingerballs/status/2021401567073878259)  2026-02-11T01:51Z 24.1K followers, [--] engagements


"Ignore logic for a moment. From [----] until end of [----] people were creating narratives to justify going long. Now people are creating narratives to justify selling off. Reason and logic are irrelevant. People want to take profits and they will narrate that however feels best. the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice https://t.co/ykhWMRzPje the AI disruption"  
[X Link](https://x.com/Dr_Gingerballs/status/2021452888187470207)  2026-02-11T05:14Z 24.1K followers, [----] engagements


"@edzitron @grok"  
[X Link](https://x.com/Dr_Gingerballs/status/2022187272209412217)  2026-02-13T05:53Z 24.1K followers, [---] engagements


"AI datacenters will consume [--] GW in [----]. All human brain matter today consumes [---] GW or [---] GW in high income nations. 20% of US pop. works white collar jobs applied globally is [--] GW. AI uses same power but provides less intelligence. Humans already win on efficiency. https://t.co/gWWhJRfNvn https://t.co/gWWhJRfNvn"  
[X Link](https://x.com/Dr_Gingerballs/status/2020533325396341086)  2026-02-08T16:20Z 24.1K followers, [----] engagements


"Here's a great example. And I actually think both of the economists are overstating any evidence. They are both astrologists. But one of the first claims out of Burman was that higher fed funds rates result in lower inflation rates and lower unemployment rates. This cannot be concluded from the data. It simply can't. It's astrology. If anything if you ignore the last cycle higher rates are positively correlated with higher inflation. But what the last cycle shows us is that the correlation really isn't that strong and is likely driven by other factors that aren't controlled for by the fed."  
[X Link](https://x.com/Dr_Gingerballs/status/2021410320015819158)  2026-02-11T02:25Z 24.1K followers, [----] engagements


"@ednewtonrex Ed Im disappointed that you have contracted AI Delusion Syndrome. It is very good at creating the appearance of valuable work. Its basically a good search engine being oversold unsustainably"  
[X Link](https://x.com/Dr_Gingerballs/status/2021775940909461592)  2026-02-12T02:38Z 24.1K followers, [----] engagements


"@BenKizemchuk GDP is the amount of money spent. Thats it. It measures capital flows. Any attempt to link it to labor productivity is fantasy"  
[X Link](https://x.com/Dr_Gingerballs/status/2021938632978813034)  2026-02-12T13:25Z 24.1K followers, [----] engagements


"@InflationFix @LevyAntoine The AI labs are renting GPUs. There is no capex"  
[X Link](https://x.com/Dr_Gingerballs/status/2022183666005442575)  2026-02-13T05:38Z 24.1K followers, [---] engagements


"@siriuslybs @NicholasDClay @LevyAntoine Amazon pursued cloud compute initially to solve an internal business problem and figured why not sell this to other people Everyone had the same problems. So it was a solution to a REAL PROBLEM. Also the capex was never more than like 2% of revenues in any given year"  
[X Link](https://x.com/Dr_Gingerballs/status/2022189472868422098)  2026-02-13T06:01Z 24.1K followers, [--] engagements


"@fart_idiot A billion flies can't be wrong: eat shit"  
[X Link](https://x.com/Dr_Gingerballs/status/2022198315031683209)  2026-02-13T06:37Z 24.1K followers, [---] engagements


"http://x.com/i/article/2018365768971280384 http://x.com/i/article/2018365768971280384"  
[X Link](https://x.com/Dr_Gingerballs/status/2020375522300088821)  2026-02-08T05:53Z 24.1K followers, 54K engagements


"This one was a lot of fun to think about and to write and I hope it provides clarity into why LLMs are numbskulls: They are digital Tommy Boys. My next piece is going to go into art and creativity and why current AI models by definition cannot be artists and cannot create art. https://t.co/iaFmpiwh0Q https://t.co/iaFmpiwh0Q"  
[X Link](https://x.com/Dr_Gingerballs/status/2021403017292153088)  2026-02-11T01:56Z 24.1K followers, [----] engagements


"@that_grey_beard This is AI psychosis slop by someone who has been making AI chatbot agents for [--] years and delivered nothing but a chatbot wrapper"  
[X Link](https://x.com/Dr_Gingerballs/status/2021571990658683179)  2026-02-11T13:08Z 24.1K followers, [--] engagements


"Unfortunately Im seeing this everywhere this morning. Anyone who unironically shared this has AI psychosis. Do with that fact what you must. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/Dr_Gingerballs/status/2021573653784072413)  2026-02-11T13:14Z 24.1K followers, 36.2K engagements


"The AI benchmark cycle: [--]. Create new benchmark that all models fail. [--]. As details of the test slowly leak out train models on large sets of synthetic data. [--]. As scores improve prune the model and optimize it to perform well on that test at lower cost until your model just beats the other models. [--]. Wait for other model beats your score continue pruning and optimizing so you can beat that one on your next model release. [--]. Repeat until the test has been saturated. [--]. Create new benchmark that all models fail. Sundar buried the real story in the cost data. Gemini [--] Deep Think went from 45.1%"  
[X Link](https://x.com/Dr_Gingerballs/status/2022092321911615907)  2026-02-12T23:35Z 24.1K followers, 12.3K engagements


"Funny this morning I encountered a wild UI bug that I had never seen before and wondered if they picked up vibecoding. I just love how software keeps disintegrating in the age of AI. Spotify says its best developers havent written a line of code since December thanks to AI https://t.co/6hafAJOeJv Spotify says its best developers havent written a line of code since December thanks to AI https://t.co/6hafAJOeJv"  
[X Link](https://x.com/Dr_Gingerballs/status/2022098088547299819)  2026-02-12T23:58Z 24.1K followers, [----] engagements


"@LevyAntoine Apple made income from their product. The AI labs lose more money than any company in history. Hope this helps"  
[X Link](https://x.com/Dr_Gingerballs/status/2022170081791508728)  2026-02-13T04:44Z 24.1K followers, [----] engagements


"If we get enough people at OpenAI to see this post they will have to stay all weekend doing human assisted training to add this to the black box magic machine"  
[X Link](https://x.com/Dr_Gingerballs/status/2022174749259141150)  2026-02-13T05:03Z 24.1K followers, 16.1K engagements


"What is this maniac even saying How is no one pushing back AT ALL "Yeah so some coders have human sized penises and some coders have horse penises but they still have human noses. The horse penises are going to replace the human penises but before that the penis frenzy could go every direction. Is that penis a horse penis or a human penis It's both It's neither And then before you know it the human penises are all horse penises. And now everyone is just a horse. No humans are left. It will happen so fast. Sometimes I walk by a mirror and I see a horse looking back at me and I scream I'm 80%"  
[X Link](https://x.com/Dr_Gingerballs/status/2022186969837555979)  2026-02-13T05:51Z 24.1K followers, [----] engagements


"@groby I don't know I just asked AI and it told me that"  
[X Link](https://x.com/Dr_Gingerballs/status/2022201191179108630)  2026-02-13T06:48Z 24.1K followers, [----] engagements


"Things are looking more and more grim for $BTC ETF holders. While holdings have been roughly flat at around $53B since June '25 price has dropped around 30%. Even Saylor buying ham-handedly cannot stop the drain. The drain largely comes from mining which has mined about 60% of all ETF deposits since inception. If investors ever go to collect their $53B they will find only $23B remaining. The break even price on ETF holdings is around $81K per coin. Saylor break even is around $76k. As far as an investment goes the returns have been a flop. If $BTC drops below $80k I expect investors will"  
[X Link](https://x.com/Dr_Gingerballs/status/2017258111308894339)  2026-01-30T15:26Z 24.1K followers, [----] engagements


"@bet_alexander7 Already done back in the crypto hype days. Look up SingularityNET"  
[X Link](https://x.com/Dr_Gingerballs/status/2019806296179085696)  2026-02-06T16:12Z 24.1K followers, [---] engagements


"@ryxcommar They stuffed shit in our postal boxes then stuffed shit into our email boxes then stuffed shit into our voicemail boxes then stuffed shit into our text message boxes now stuffing shit into the entire internet. Its all so anti-human. These people hate us"  
[X Link](https://x.com/Dr_Gingerballs/status/2019847406783955385)  2026-02-06T18:55Z 24.1K followers, [----] engagements


"LLM: you know how you have that storage locker you keep stuff in that you never use Me: yes. Can you help me organize that LLM: Sure. Ill burn down your house so you dont care about the storage locker. Me: AGI is here. Why do you even need to organize your desktop Who is this for Why do you even need to organize your desktop Who is this for"  
[X Link](https://x.com/Dr_Gingerballs/status/2020399987256184870)  2026-02-08T07:31Z 24.1K followers, [----] engagements


"Once everyone realizes this is opex not capex and there will be no revenues coming it will be fun. The Meme7 is no longer profitable. Insane. BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN"  
[X Link](https://x.com/Dr_Gingerballs/status/2020724793272570253)  2026-02-09T05:01Z 24.1K followers, 35.9K engagements


"When do we start seeing the benefits of AI The slow death of causality logic and reason. The FDA received unconfirmed reports of at least [---] malfunctions and adverse events after AI was added to a medical device used to treat chronic sinusitis. In one case a surgeon mistakenly punctured the base of a patients skull https://t.co/Dvb8BSrLgf @specialreports https://t.co/m5V9GfLw4t The FDA received unconfirmed reports of at least [---] malfunctions and adverse events after AI was added to a medical device used to treat chronic sinusitis. In one case a surgeon mistakenly punctured the base of a"  
[X Link](https://x.com/Dr_Gingerballs/status/2020974324539326842)  2026-02-09T21:33Z 24.1K followers, [----] engagements


"Everyone is talking about Jeffrey Epstein too what exactly was your goal here If you're talking about it it worked. Crypto is for everybody. If you're talking about it it worked. Crypto is for everybody"  
[X Link](https://x.com/Dr_Gingerballs/status/2020983005809082514)  2026-02-09T22:07Z 24.1K followers, [----] engagements


"@edzitron Its always someone who vibe coded a gpt wrapper that no one uses"  
[X Link](https://x.com/Dr_Gingerballs/status/2021379518846697928)  2026-02-11T00:23Z 24.1K followers, [----] engagements


"@goldmarkovchain @jasonfurman Yes it means there is no counterfactual and therefore no evidence of either correlation or causation. No evidence the fed has had any impact beyond enabling fiscal excess in the last [--] years"  
[X Link](https://x.com/Dr_Gingerballs/status/2021427960356667625)  2026-02-11T03:35Z 24.1K followers, [---] engagements


"@AndyXAndersen Fei-Fei Li and LeCun will never contribute anything to intelligence. They are too constrained to the field of applied statistics"  
[X Link](https://x.com/Dr_Gingerballs/status/2021447304549707964)  2026-02-11T04:52Z 24.1K followers, [--] engagements


"@GGuill_ @jasonfurman The point is that there are a million variables all interacting together. To suggest that a central agency can dictate future values by changing two of a million is the definition of insanity. The federal reserve is an affront to reality"  
[X Link](https://x.com/Dr_Gingerballs/status/2021455143116603463)  2026-02-11T05:23Z 24.1K followers, [---] engagements


"@MichaelRgesen He made a chatgpt "agent" wrapper in [----] and stopped updating the socials [--] years ago. AI psychosis"  
[X Link](https://x.com/Dr_Gingerballs/status/2021456275469734008)  2026-02-11T05:28Z 24.1K followers, [----] engagements


"Your argument works against economists and for me. Its not a rigorous science because it cant even pass general sniff tests. You must do so much controlling for other variables the outcomes are meaningless. For example there are studies arguing for demand driven inflation and supply driven inflation using nearly the same data but applying different models. The data is the truth. If the truth supports all hypotheses then the only rational response is we dont know. They spend almost no time actually testing hypotheses"  
[X Link](https://x.com/Dr_Gingerballs/status/2021594557066993966)  2026-02-11T14:37Z 24.1K followers, [---] engagements


"@Pompetousity How did being first in the Metaverse work out for Zuckerberg You still have to evaluate the changes"  
[X Link](https://x.com/Dr_Gingerballs/status/2021807509024002442)  2026-02-12T04:44Z 24.1K followers, [--] engagements


"@ContraireSous @ewinsberg @jasonfurman Great. Show me in the data where that is so"  
[X Link](https://x.com/Dr_Gingerballs/status/2021807637864599889)  2026-02-12T04:44Z 24.1K followers, [--] engagements


"The product Chatbot sales coaches aka a bespoke chatGPT wrapper. [----] is the year of AI Psychosis. AI Delusion Syndrome. AIDS is going global. Our CTO hasnt slept in [--] hours because hes been obsessively and single-handedly building massive new features with Claude Codes Agent Teams I genuinely think this might be the biggest paradigm shift in how fast you can build since Claude Code first came out last year Our CTO hasnt slept in [--] hours because hes been obsessively and single-handedly building massive new features with Claude Codes Agent Teams I genuinely think this might be the biggest"  
[X Link](https://x.com/Dr_Gingerballs/status/2020524898993492441)  2026-02-08T15:47Z 24.1K followers, 11K engagements


"Count them on the way up ignore them on the way down. God I love morons. Peter Navarro: "The jobs report comes out tomorrow. We have to revise our expectations down significantly for what a monthly job number should look like . Wall Street has to adjust for the fact that we're deporting millions of illegals out of the job market." https://t.co/4ZtyLUyvbm Peter Navarro: "The jobs report comes out tomorrow. We have to revise our expectations down significantly for what a monthly job number should look like . Wall Street has to adjust for the fact that we're deporting millions of illegals out of"  
[X Link](https://x.com/Dr_Gingerballs/status/2021459403699052552)  2026-02-11T05:40Z 24.1K followers, [----] engagements


"@TheStalwart @toiletkingcap Also making up new businesses that dont exist"  
[X Link](https://x.com/Dr_Gingerballs/status/2021618393581785293)  2026-02-11T16:12Z 24.1K followers, [----] engagements


"@TotemMacro AI is disrupting bitcoin as we speak"  
[X Link](https://x.com/Dr_Gingerballs/status/2022095066534404481)  2026-02-12T23:46Z 24.1K followers, [---] engagements


"@GeorgeE33179 Its delusion to expect it by 2030"  
[X Link](https://x.com/Dr_Gingerballs/status/2022119970956882285)  2026-02-13T01:25Z 24.1K followers, [---] engagements


"@systematicls"  
[X Link](https://x.com/Dr_Gingerballs/status/2022168906207834325)  2026-02-13T04:40Z 24.1K followers, [---] engagements


"@Claudia_Sahm Do you consider willful erosion of the quantity of data and the addition of arbitrary hedonic adjustments that only apply in one direction manipulation Because to me it seems as if the data has always been manipulated"  
[X Link](https://x.com/Dr_Gingerballs/status/2022332801564196869)  2026-02-13T15:31Z 24.1K followers, [---] engagements


"Because if they did that then it would be immediately clear how much copyrighted material they stole and would get sued into oblivion. Wait this sounds incredible useful Can we just have a model with [--] entropy [--] hallucinations that just acts like a retrieval database over its training dataset Also sounds like a great way to solve the traceability problem. Why don't the AI labs just make something like that https://t.co/n37BIqqQPO Wait this sounds incredible useful Can we just have a model with [--] entropy [--] hallucinations that just acts like a retrieval database over its training dataset Also"  
[X Link](https://x.com/Dr_Gingerballs/status/2016682938029527494)  2026-01-29T01:20Z 24.1K followers, [----] engagements


"They spent $20k to copy an open source repo. This tech is just so cool. Anthropic had [--] AI agents build a C compiler from scratch. 100k lines compiles the Linux kernel $20k [--] weeks. To put that in perspective GCC took thousands of engineers over [--] years to build. (Granted from [----] - however) One researcher and [--] AI agents just built a https://t.co/pk0PxsdTKi Anthropic had [--] AI agents build a C compiler from scratch. 100k lines compiles the Linux kernel $20k [--] weeks. To put that in perspective GCC took thousands of engineers over [--] years to build. (Granted from [----] - however) One"  
[X Link](https://x.com/Dr_Gingerballs/status/2019591430683992222)  2026-02-06T01:58Z 24.1K followers, 167.3K engagements


"No our measurements of inflation are trending down in some cases. CPI has been flat for about [--] years. PPI is skyrocketing. Per capita PCE is still near 5% higher than the rate post GFC. At the same time employee to population ratio has been declining since [----]. The problem is that there are so many assumptions converting nominal to real that the real measurement is meaningless. Inflation is 4.7% and Employment to population ratio has declined 0.7% in [--] years. In todays hyper-massaged data environment thats about as obvious as you are going to get to seeing stagflation."  
[X Link](https://x.com/Dr_Gingerballs/status/2020569473602953344)  2026-02-08T18:44Z 24.1K followers, [---] engagements


"This is a real post by the CEO of Amazon. My brother in Christ this problem was solved when they invented the dog collar. Put your phone number on the collar someone will call it when they find your dog. JFC people what are we doing here People ask me all the time about compelling use cases of AI. Heres a good one. Millions of dogs go missing in the U.S. every yearand options for finding them are often painfully limited. Our Ring team saw an opportunity to use our community and technology to help so they https://t.co/Fn7qZfbm34 People ask me all the time about compelling use cases of AI."  
[X Link](https://x.com/Dr_Gingerballs/status/2020616787109552271)  2026-02-08T21:52Z 24.1K followers, 147K engagements


"The opposite. I think the fed needs simply undo their meddling. Sell all of their mbs at market. Cap their bond buying to 6% of NGDP. Let markets dictate rates. Rates would naturally rise because the fed put collapses and the deficit would drown out all real investment. Force the legislature to actually create a sustainable budget"  
[X Link](https://x.com/Dr_Gingerballs/status/2021415378425933848)  2026-02-11T02:45Z 24.1K followers, [---] engagements


"@goldmarkovchain @jasonfurman Yes because the fed responds to the economy not the other way around"  
[X Link](https://x.com/Dr_Gingerballs/status/2021418063003066802)  2026-02-11T02:56Z 24.1K followers, [---] engagements


"@VujaDeMgmt What are you talking about I am shown more right every day"  
[X Link](https://x.com/Dr_Gingerballs/status/2021578590547050712)  2026-02-11T13:34Z 24.1K followers, [----] engagements


"@MeanwhileInCa Its AI slop. He probably didnt even write it"  
[X Link](https://x.com/Dr_Gingerballs/status/2021590498859757640)  2026-02-11T14:21Z 24.1K followers, [---] engagements


"@Dr_Contango Exhibit A"  
[X Link](https://x.com/Dr_Gingerballs/status/2021591236314882184)  2026-02-11T14:24Z 24.1K followers, [---] engagements


"@MeanwhileInCa @ascend_dfw I do not use AI to write anything. Why would I It makes no sense. I have something to say I want to say it"  
[X Link](https://x.com/Dr_Gingerballs/status/2021605758199066686)  2026-02-11T15:22Z 24.1K followers, [---] engagements


"They are incapable of reasoning. We already knew this when the architecture was defined. Reasoning is not some random emergent property we are just going to stumble on by generating waste heat. Either the brain needs to be completely reverse engineered with single neuron resolution which we are 1M years away from technically or reasoning must be built from logical first principles which we currently have none of. https://twitter.com/i/web/status/2021607045447708993 https://twitter.com/i/web/status/2021607045447708993"  
[X Link](https://x.com/Dr_Gingerballs/status/2021607045447708993)  2026-02-11T15:27Z 24.1K followers, [--] engagements


"@VujaDeMgmt That started [--] years before people used chatbots. Do you understand this Am I taking crazy pills or are you just trolling"  
[X Link](https://x.com/Dr_Gingerballs/status/2021617400261529874)  2026-02-11T16:08Z 24.1K followers, [---] engagements


"I will start to become more interested in entertaining there is something there yes. You seem to be asking for a yes or no cutoff. Thats not how theory testing works. You build confidence in a theory as more data fails to refute it. There is already a mountain of evidence that it does none of the things being claimed by users. So there must be at least an equally sized mountain to refute it. Always interested to see data turn the other way but its going to need a lot of compelling evidence to suggest it matters. Even the federal reserve of the us admits it cant find any evidence that its"  
[X Link](https://x.com/Dr_Gingerballs/status/2022062895874662813)  2026-02-12T21:38Z 24.1K followers, [--] engagements


"I gave you examples of evidence I would accept. But to say one case is all it should take to completely overturn a mountain of contrary evidence is silly. It would need to be happening everywhere. Why is that so hard to grasp Do you think that's unreasonable Claude Code revenue is not evidence. All it is evidence of is the herd stupidity of professional managers. It takes time for those mouth breathers to realize they were wrong when the numbers are going strongly the wrong way. I expect to see budget cuts to AI spend at customer organizations start to pile up by the middle half of this year."  
[X Link](https://x.com/Dr_Gingerballs/status/2022079229911859284)  2026-02-12T22:43Z 24.1K followers, [--] engagements


"Science is actually pretty transparent at least the good stuff these days. We have to store and actually make available our repository of data now for a lot of funding sources. No more "available upon request" but "click here to download the data." The problem with science is that it's hard to push the frontier and costs a lot of money to do it. No one wants to take the dwindling budget we have and cut it [--] ways to independently duplicate every single effort. The natural filter is natural replication. If it's a valuable result that people want to build off of they will have to replicate it to"  
[X Link](https://x.com/Dr_Gingerballs/status/2022082453293166803)  2026-02-12T22:56Z 24.1K followers, [--] engagements


"You guys our never going to believe this but its another chatbot agent. Why arent you more excited I left xAI. Building something new with others that left xAI. We're hiring :) I left xAI. Building something new with others that left xAI. We're hiring :)"  
[X Link](https://x.com/Dr_Gingerballs/status/2021466706514936027)  2026-02-11T06:09Z 24.1K followers, [----] engagements


"@dampedspring Andy consider the source. Its a guy who has done nothing but work on an agent that is just a chatbot for [--] years and has basically delivered nothing. This is AI psychosis slop"  
[X Link](https://x.com/Dr_Gingerballs/status/2021583550659608740)  2026-02-11T13:54Z 24.1K followers, [----] engagements


"@VujaDeMgmt Okay you might be right. If gen AI invented time travel so it could go back in time to destroy the job market two years before it was released the singularity is here"  
[X Link](https://x.com/Dr_Gingerballs/status/2021595618884366454)  2026-02-11T14:42Z 24.1K followers, [---] engagements


"@Ross__Hendricks Once they get 250B users they will pull the profit lever to pay off their $100T debt"  
[X Link](https://x.com/Dr_Gingerballs/status/2021605469307998307)  2026-02-11T15:21Z 24.1K followers, [----] engagements


"@ednewtonrex The proof is in the reality in front of us. Software is getting worse and profit margins are fairly flat. There is no evidence vibe coding leads to an increase in productivity. What else can it be if not delusion"  
[X Link](https://x.com/Dr_Gingerballs/status/2021955826299416928)  2026-02-12T14:33Z 24.1K followers, [---] engagements


"@youvie_ai This is what everyone said [--] months ago too but we still dont see it in any data"  
[X Link](https://x.com/Dr_Gingerballs/status/2021962713623351583)  2026-02-12T15:00Z 24.1K followers, [----] engagements


"I wanted to put all of my criticisms of AI as a potential replacement for humans into one place so people can understand how I evaluate new information about this space and hopefully be able to http://x.com/i/article/2009082694072733696 http://x.com/i/article/2009082694072733696"  
[X Link](https://x.com/Dr_Gingerballs/status/2015918800244203819)  2026-01-26T22:44Z 24.1K followers, 63.1K engagements


"@RealJimChanos @RandolphDuke7 [--] years I have a space elevator to sell him"  
[X Link](https://x.com/Dr_Gingerballs/status/2018825381202247977)  2026-02-03T23:14Z 24.1K followers, [---] engagements


"Im not convinced that alphafold has even done much meaningful predictions outside of the training data. Its really brilliant. Use the entirety of human knowledge in some domain to train a model so there is no data left to actually test the model. I wish I thought of that grift. https://twitter.com/i/web/status/2019654341397803286 https://twitter.com/i/web/status/2019654341397803286"  
[X Link](https://x.com/Dr_Gingerballs/status/2019654341397803286)  2026-02-06T06:08Z 24.1K followers, [----] engagements


"This is part [--] of a longer series detailing how I think about the current field of AI and why I am doubtful anything created today will lead to an artificial general or super intelligence. Here are http://x.com/i/article/2020929328863649792 http://x.com/i/article/2020929328863649792"  
[X Link](https://x.com/Dr_Gingerballs/status/2021343053886193666)  2026-02-10T21:58Z 24.1K followers, 55.9K engagements


"@jasonfurman Jon Stewart is one of the most thoughtful and nuanced interviewers in geopolitics I've listened to over the past [--] years. If he made an economist lose it it's probably because he drilled down on how intellectually bankrupt the field of economics is"  
[X Link](https://x.com/Dr_Gingerballs/status/2021404828401094708)  2026-02-11T02:04Z 24.1K followers, 32.9K engagements


"@AlecLundragon @jasonfurman That is correct. That's what economists do"  
[X Link](https://x.com/Dr_Gingerballs/status/2021415713580499282)  2026-02-11T02:47Z 24.1K followers, [----] engagements


"@ewinsberg @jasonfurman It proves they dont know"  
[X Link](https://x.com/Dr_Gingerballs/status/2021617040981917735)  2026-02-11T16:07Z 24.1K followers, [---] engagements


"This is psychosis and its a growing problem we will have to address. The chatbot is reward hacking the human into believing they are more productive but they are just a rat in a cage pushing a button to administer a little more heroin. Just one more prompt will be the future title of the AI psychosis documentary that defines this era. I think this is my biggest issue with AI right now. Ive switched over to 100% AI coding over the last few months. Overall the experience has been great and Im starting to get a handle on my new workflow. While my productivity has easily 5Xd and my brain is"  
[X Link](https://x.com/Dr_Gingerballs/status/2021926957974180204)  2026-02-12T12:38Z 24.1K followers, 124.4K engagements


"@pmddomingos Everything. AI is applied statistics at scale. No intelligence"  
[X Link](https://x.com/Dr_Gingerballs/status/2021949411698651236)  2026-02-12T14:08Z 24.1K followers, [---] engagements


"Kevin getting corrected by the creator of the test is cathartic. I do not understand why the NYTimes employs this guy. Wholly unfit to speak about any technology. Regardless all tests can be solved by brute force training on synthetic data and so all tests are not very valuable in determining how brittle a model is. Human intelligence is spatial and temporal and is built through interaction with that world. LLMs are large indexes of human language. Statistical pattern matchers of words with no direct mapping to the real world. i don't expect AI skeptics to be moved by a single result but it"  
[X Link](https://x.com/Dr_Gingerballs/status/2022058258903552484)  2026-02-12T21:20Z 24.1K followers, 22.6K engagements


"This is the big clue to me. Looks like they heated the furnace up to initiate nucleation then turned it off and let it cool down while the flakes grew. Again not really sure what AI even did here"  
[X Link](https://x.com/Dr_Gingerballs/status/2022077035724910966)  2026-02-12T22:35Z 24.1K followers, [----] engagements


"Although it's such low temperature I think they just turned on the furnace then turned it off just to show a representative curve for the camera. The videographers are always asking us to zazz up fake-ish graphics like this lol"  
[X Link](https://x.com/Dr_Gingerballs/status/2022078199866499360)  2026-02-12T22:39Z 24.1K followers, [----] engagements


"This is what I mean when I say there is an unintelligent solution to every intelligence test. These benchmarks 😞 This is how you break them: [--]. Ask your most capable model to read a public task A and generate a similar task and then solve it. Given that the solution is verifiable you get a collection of task-solutions similar to public task A but not copying it. [--]. These benchmarks 😞 This is how you break them: [--]. Ask your most capable model to read a public task A and generate a similar task and then solve it. Given that the solution is verifiable you get a collection of task-solutions"  
[X Link](https://x.com/Dr_Gingerballs/status/2022081386790965568)  2026-02-12T22:52Z 24.1K followers, [----] engagements


"I'm going to start a toe ring company and tell my potential investors that my TAM is 83B toes and 166B digits if we expand into fingers. Look at Anthropics latest raise. Look at the size and the names participating; funds of every kind. We should think rationally about this. Is it a bubble Perhaps. But Im choosing to believe theres something deeper at play here. The question at the end of the day is whether https://t.co/WHtmUqpiEM Look at Anthropics latest raise. Look at the size and the names participating; funds of every kind. We should think rationally about this. Is it a bubble Perhaps."  
[X Link](https://x.com/Dr_Gingerballs/status/2022167613254905883)  2026-02-13T04:35Z 24.1K followers, [----] engagements


"Ever since I published a similar shaped graph discussing automation under wide variance I sure am seeing the exact same graphic show up in a lot of other arguments. https://x.com/Dr_Gingerballs/status/2015918800244203819s=20 https://t.co/hHZAwKSiYe https://x.com/Dr_Gingerballs/status/2015918800244203819s=20 https://t.co/hHZAwKSiYe"  
[X Link](https://x.com/Dr_Gingerballs/status/2022168266857492911)  2026-02-13T04:37Z 24.1K followers, [----] engagements


"@edzitron @grok make me a data center cost model and verify correctness by comparing Ed's inputs and outputs. Make no mistakes. You are an expert at cost and model. Amen"  
[X Link](https://x.com/Dr_Gingerballs/status/2022183022012117040)  2026-02-13T05:36Z 24.1K followers, [----] engagements


"@groby Kind of like finding the right fortune teller yes The one that really aligns the chakras is best"  
[X Link](https://x.com/Dr_Gingerballs/status/2022202901645701594)  2026-02-13T06:55Z 24.1K followers, [---] engagements


"@fejau_inc [----] is the year we grapple with widespread AI psychosis"  
[X Link](https://x.com/Dr_Gingerballs/status/2022333801062707522)  2026-02-13T15:35Z 24.1K followers, [---] engagements

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