#  @YilengYao1 Yi leng Yao Yi leng Yao posts on X about $wix, ai, money, open ai the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1152586534442491909/interactions)  - [--] Week [------] +363% - [--] Month [------] +1,370% ### Mentions: [--] [#](/creator/twitter::1152586534442491909/posts_active)  ### Followers: [---------] [#](/creator/twitter::1152586534442491909/followers)  - [--] Week [--] +19% - [--] Month [--] +60% ### CreatorRank: [---------] [#](/creator/twitter::1152586534442491909/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [fashion brands](/list/fashion-brands) [gaming](/list/gaming) **Social topic influence** [$wix](/topic/$wix) #3, [ai](/topic/ai), [money](/topic/money), [open ai](/topic/open-ai), [market cap](/topic/market-cap) #591, [$intc](/topic/$intc), [$googl](/topic/$googl), [business](/topic/business), [acquisition](/topic/acquisition), [$wixs](/topic/$wixs) #1 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@mvcinvesting](/creator/undefined) [@kimmonismus](/creator/undefined) [@dailychartbook](/creator/undefined) [@tlanderso](/creator/undefined) [@bernermy](/creator/undefined) [@bearlyai](/creator/undefined) [@base44](/creator/undefined) [@fiscalai](/creator/undefined) [@icbc](/creator/undefined) [@ruthcapital](/creator/undefined) [@3plantey2](/creator/undefined) [@malinvested](/creator/undefined) [@dogeaigov](/creator/undefined) [@fentasyl](/creator/undefined) [@jonahlupton](/creator/undefined) [@harrystebbings](/creator/undefined) [@krossroads](/creator/undefined) [@danielsethlewis](/creator/undefined) [@vraserx](/creator/undefined) **Top assets mentioned** [WIX.com Ltd. (WIX)](/topic/$wix) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [GameStop, Corp. (GME)](/topic/$gme) [Accenture (ACN)](/topic/accenture) [The Official [--] Coin (93)](/topic/$93) [Goldman Sachs (GS)](/topic/goldman-sachs) [ServiceNow Inc (NOW)](/topic/servicenow) ### Top Social Posts Top posts by engagements in the last [--] hours "@ElonFan24907588 @RetroCoast George Bush sign the H1B bill. His son George W Bush stole the [----] election and is a war criminal that invade a foreign country on lies" [X Link](https://x.com/YilengYao1/status/1969554821012472263) 2025-09-21T00:10Z [--] followers, [---] engagements "@honestAbe314 @dogeai_gov @fentasyl There a plenty tech people in America after the "learn to code" movement. @grok you have the number of tech people in America that is looking for work" [X Link](https://x.com/YilengYao1/status/1969864688117878883) 2025-09-21T20:41Z [--] followers, [--] engagements "@dogeai_gov @fentasyl @grok @grok how much will a loss of [----] billion affect amazon's P/E ration and earning per share. And how much of a dent will this have on Jeff Bezos's fortune and Andy Jassy's bonus" [X Link](https://x.com/YilengYao1/status/1969866240304034291) 2025-09-21T20:48Z [--] followers, [--] engagements "@grok @dogeai_gov @fentasyl @grok how much did Jeff bezos spent on his latest wedding" [X Link](https://x.com/YilengYao1/status/1969866735470928374) 2025-09-21T20:50Z [--] followers, [--] engagements "@grok @dogeai_gov @fentasyl @grok how many Bezos-Sanchez wedding can we hold for 1.75B And why did the wedding costs so much" [X Link](https://x.com/YilengYao1/status/1969867351291257265) 2025-09-21T20:52Z [--] followers, [--] engagements "@grok @dogeai_gov @fentasyl @grok can you add in the cost of raising the minimum salary of h1b to 150k and the other processing/registration fees for h1b. If you were Amazon's board would you hold CEO Andy Jassy responsible for 1.75b in damages of bypassing american workers for h1b" [X Link](https://x.com/YilengYao1/status/1969868368196129108) 2025-09-21T20:56Z [--] followers, [--] engagements "@grok @dogeai_gov @fentasyl @grok how would your rate Jassy's strategy of bypassing american workers for H1b given that the decision cost Amazon [----] billion dollars" [X Link](https://x.com/YilengYao1/status/1969869329144627423) 2025-09-21T21:00Z [--] followers, [--] engagements "@grok @looking5452 @grok Is it a legal requirement that employers must pay H-1B workers at least the prevailing wage for their position. Is this a violation of that requirement" [X Link](https://x.com/YilengYao1/status/1969877078901407839) 2025-09-21T21:31Z [--] followers, [--] engagements "@grok @looking5452 @grok we are comparing medians if the median for american workers in every category falls below median for h1b then statistically there is high confidence that violations occurred" [X Link](https://x.com/YilengYao1/status/1969878054408491086) 2025-09-21T21:35Z [--] followers, [--] engagements "@grok @looking5452 @grok Not in the examples (other than principal) - Junior: H-1B $92k US $100k - Midlevel: H-1B $125k US $137k - Senior: H-1B $157k US $160k - Principal: H-1B $170k (est.) US $171k - Lead: H-1B $146k US $154k - Executive: Uncertain; H-1B $200k+ US $250k+" [X Link](https://x.com/YilengYao1/status/1969879539611513081) 2025-09-21T21:40Z [--] followers, [--] engagements "@thejobchick Amazon is the company with the most H1B visas @grok how many H1B does Amazon and its affialiates have in total this includes AWS Amazon development twitch " [X Link](https://x.com/YilengYao1/status/1969958870576754692) 2025-09-22T02:56Z [--] followers, [---] engagements "@icanvardar They raised [---] million from VCs its a scam so many people that used it says it sucks. But VCs are willing to pour money just to keep the AI hype alive on a failing product" [X Link](https://x.com/YilengYao1/status/1970323737808609661) 2025-09-23T03:06Z [--] followers, [--] engagements "@VladTheInflator @grok why does amazon aws need so many H1B workers" [X Link](https://x.com/YilengYao1/status/1971071091314745637) 2025-09-25T04:35Z [--] followers, [---] engagements "@Bikash2022 @CheddarFlow @grok is tesla delivery thru the roof Do you have the recent delivery figure and compare to the delivery numbers for the same period last year" [X Link](https://x.com/YilengYao1/status/1971071780866732072) 2025-09-25T04:38Z [--] followers, [--] engagements "@grok @VladTheInflator @grok is there a real shortage of qualified U.S talent in USA or is that the pro H1B lobby's talking point. Is the unemployment rate of CS major at all time high" [X Link](https://x.com/YilengYao1/status/1971072179065467225) 2025-09-25T04:40Z [--] followers, [--] engagements "@grok @VladTheInflator @grok if there is a real shortage of talent shouldn't the unemployment rate for CS grad be lower" [X Link](https://x.com/YilengYao1/status/1971072960665625010) 2025-09-25T04:43Z [--] followers, [--] engagements "@4DimensionalAI @banteringless @grok "Bernie Sanders has a better voting record then Crenshaw let that sink in." can you give more context" [X Link](https://x.com/YilengYao1/status/1971090016949674458) 2025-09-25T05:50Z [--] followers, [--] engagements "@brian_stanfill @PolitiReality @grok is that true Tesla has 100% proven it doesn't currently possess a safe L5 Robotaxi. Billions of miles later a handful of $300K engineers have to sit behind the wheel and wait to intervene. X paid $TSLA influencers who don't disclose payments pump this shit night and day" [X Link](https://x.com/YilengYao1/status/1971328989164884103) 2025-09-25T21:40Z [--] followers, [---] engagements "@PolitiReality @grok is that true Tesla has 100% proven it doesn't currently possess a safe L5 Robotaxi. Billions of miles later a handful of $300K engineers have to sit behind the wheel and wait to intervene. X paid $TSLA influencers who don't disclose payments pump this shit night and day" [X Link](https://x.com/YilengYao1/status/1971329488354263421) 2025-09-25T21:42Z [--] followers, [---] engagements "@PolitiReality @grok From Grok: This is accurate. Tesla's Full Self-Driving (FSD) system remains SAE Level [--] autonomy requires constant human supervision and cannot operate without a driver. Top Tesla accounts (@WholeMarsBlog @Teslaconomics @SawyerMerritt) report payouts of $300$5000+ monthly" [X Link](https://x.com/YilengYao1/status/1971334596290920451) 2025-09-25T22:02Z [--] followers, [--] engagements "@brian_stanfill @PolitiReality @grok From Grok: This is accurate. Tesla's Full Self-Driving (FSD) system remains SAE Level [--] autonomy requires constant human supervision and cannot operate without a driver. Top Tesla accounts (@WholeMarsBlog @Teslaconomics @SawyerMerritt) report payouts of $300$5000+ monthly" [X Link](https://x.com/YilengYao1/status/1971334668055347298) 2025-09-25T22:03Z [--] followers, [--] engagements "@nicochristie I can integrate codex cli with local Ollama models to save which is free. Can you integrate CC with local models" [X Link](https://x.com/YilengYao1/status/1971480532413448453) 2025-09-26T07:42Z [--] followers, [--] engagements "@ns123abc @grok is this true "META in talks with google to use Gemini to improve its Ad business" Is it because of recent complaints that Meta Ads is not performing for its advertisers" [X Link](https://x.com/YilengYao1/status/1971481376575848561) 2025-09-26T07:46Z [--] followers, [---] engagements "@grok @ns123abc @grok do you think meta has been cooking their books. Their earnings were up from [----] but there is no upwinds their newest product "threads" were a flop. I think their active user metric is inflated the reason why ads down is because its mostly bots" [X Link](https://x.com/YilengYao1/status/1971483108571742360) 2025-09-26T07:52Z [--] followers, [--] engagements "@grok @ns123abc @grok I doubt thread's mau numbers alot of prominent influencers stoped posting on threads. That suggests that there is not alot of traffic on threads" [X Link](https://x.com/YilengYao1/status/1971483993574113415) 2025-09-26T07:56Z [--] followers, [--] engagements "@grok @buccocapital @grok what does "5% Instagram lift via AI" were there any facts to support this argument" [X Link](https://x.com/YilengYao1/status/1971487041843232800) 2025-09-26T08:08Z [--] followers, [--] engagements "@grok @niccruzpatane @grok if LiDAR and radar contribute roughly $0.03-$0.05 per mile. Then waymo will only be $5 cent per mile more expensive than tesla. And tesla needs the safety monitor [--] more years before CA allows unsupervised. wouldn't waymo be cheaper" [X Link](https://x.com/YilengYao1/status/1971703676118224908) 2025-09-26T22:29Z [--] followers, [--] engagements "@birch_js @grok does it mean we can use node libraries in react native ios apps http://callstack.com/blog/announcing-node-api-support-for-react-native http://callstack.com/blog/announcing-node-api-support-for-react-native" [X Link](https://x.com/YilengYao1/status/1971916665647780009) 2025-09-27T12:35Z [--] followers, [--] engagements "@grok @birch_js @grok so what is the benefits of Node-API support in React Native" [X Link](https://x.com/YilengYao1/status/1971969368784621576) 2025-09-27T16:05Z [--] followers, [--] engagements "@grok @birch_js @grok "- Cross-platform compatibility for modules across Node.js Deno Bun and RN." are we able to use modeles like openai sdk which is node in RN" [X Link](https://x.com/YilengYao1/status/1971970470762500335) 2025-09-27T16:09Z [--] followers, [--] engagements "@grok @birch_js @grok "- Support for multiple languages like C++ Rust Swift for native code." can you elaborate and does it support Java as well" [X Link](https://x.com/YilengYao1/status/1971970733657280714) 2025-09-27T16:10Z [--] followers, [--] engagements "@Investingcom @grok how many h1b workers does accenture has" [X Link](https://x.com/YilengYao1/status/1972363747630240050) 2025-09-28T18:12Z [--] followers, [---] engagements "@grok @Investingcom @grok can you dig deeper and find how many cumulative h-1b visa does accenture has (approval + extensions). And was the layoff not due to AI but to shed the h-1b workers due to the new 100k h1b fee" [X Link](https://x.com/YilengYao1/status/1972365169889313189) 2025-09-28T18:17Z [--] followers, [---] engagements "@grok @Investingcom @grok do you know how many visa worker Accenture has in total H1B OPT H4EAD L1 " [X Link](https://x.com/YilengYao1/status/1972366535441473830) 2025-09-28T18:23Z [--] followers, [--] engagements "@DividendDude_X @grok will the cancellation of the de minimis negatively impact Amazon's earning" [X Link](https://x.com/YilengYao1/status/1972513142581383215) 2025-09-29T04:05Z [--] followers, [--] engagements "@samsolid57 @grok what % of amazon's revenue is contributed by AWS" [X Link](https://x.com/YilengYao1/status/1972559214368432490) 2025-09-29T07:08Z [--] followers, [---] engagements "@kimmonismus @grok how much does [----] TWh of electricity costs" [X Link](https://x.com/YilengYao1/status/1974329867392225292) 2025-10-04T04:24Z [--] followers, [---] engagements "@OwenKemeys @kimmonismus But the Slovakians are great interior decorators" [X Link](https://x.com/YilengYao1/status/1974330291373445200) 2025-10-04T04:26Z [--] followers, [----] engagements "@ChintanParekhAI @kimmonismus Slovenia's electricity output enables millions to work. GPT-5's energy enables billions to cheat on their exam. @grok what is the population of Slovenia" [X Link](https://x.com/YilengYao1/status/1974330854244843814) 2025-10-04T04:28Z [--] followers, [---] engagements "@kimmonismus @grok @grok what is GPT-5's electricity consumption. What was sora's electricity consumption. And can you project sora2's electricity consumption" [X Link](https://x.com/YilengYao1/status/1974331155978830177) 2025-10-04T04:30Z [--] followers, [---] engagements "@ChintanParekhAI @kimmonismus @grok @grok what is Turkmenistan Croatia Myanmar Angola Zambia's population" [X Link](https://x.com/YilengYao1/status/1974331695592771718) 2025-10-04T04:32Z [--] followers, [--] engagements "@grok @kimmonismus @grok can you give the cost for 15-45 TWh of electricity consumption. Can you give estimate for Sora and Sora2's electricity consumption and its respective cost" [X Link](https://x.com/YilengYao1/status/1974332093741347326) 2025-10-04T04:33Z [--] followers, [---] engagements "@grok @kimmonismus @grok I asked for cumulative electrical consumption for Sora and Sora2 this includes total for training and inference. Can I also get the total electric consumption for its image gen model 4o. Can I have the number for Grok Gemini and Claude as well" [X Link](https://x.com/YilengYao1/status/1974334040045203674) 2025-10-04T04:41Z [--] followers, [---] engagements "@grok @kimmonismus @grok can you also put a cost to the above numbers" [X Link](https://x.com/YilengYao1/status/1974334682486747397) 2025-10-04T04:44Z [--] followers, [--] engagements "@grok @kimmonismus @grok based on the information above can you give a renew estimate for the cost to train Sora and Sora2. If you don't have the number give an estimation using deduction" [X Link](https://x.com/YilengYao1/status/1974336184370479178) 2025-10-04T04:50Z [--] followers, [--] engagements "@grok @kimmonismus @grok Can you include data acquisition to Copyright expense. Didn't OpenAI paid Reddit for their data" [X Link](https://x.com/YilengYao1/status/1974336516005769682) 2025-10-04T04:51Z [--] followers, [--] engagements "@grok @kimmonismus @grok do you know how much memory it takes to run inference Sora and Sora2" [X Link](https://x.com/YilengYao1/status/1974336782851514544) 2025-10-04T04:52Z [--] followers, [--] engagements "@grok @kimmonismus @grok given "One study detailed using [---] GPUs over [------] GPU-hours to train the model. Training a commercial-grade model like Open-Sora 2.0" how much does that cost" [X Link](https://x.com/YilengYao1/status/1974338628399911300) 2025-10-04T04:59Z [--] followers, [--] engagements "@grok @kimmonismus @grok "EC2 p5. 48xlarge instances equipped with [--] NVIDIA H100 GPUs at approximately $44.50 per hour (NVIDIA Blog) (Amazon Web Services Inc.) . We can break this cost down to around $5.56 per hour for a single H100 GPU." can you revise your calculation" [X Link](https://x.com/YilengYao1/status/1974340215826493741) 2025-10-04T05:06Z [--] followers, [--] engagements "@dailychartbook @grok "JPMorgan estimates the [--] major AI hyperscalers will spend a combined $1.2 trillion from [----] through 2027." Can you give the cumulative AI spend from 2020-2030 (AWS AWS Meta MS Oracle XAi). And how much it cost per US Citizen" [X Link](https://x.com/YilengYao1/status/1974346957918527747) 2025-10-04T05:32Z [--] followers, [--] engagements "@grok @dailychartbook @grok can you give the cumulative value wealth destruction of the [----] financial crisis" [X Link](https://x.com/YilengYao1/status/1974348205266747412) 2025-10-04T05:37Z [--] followers, [--] engagements "@grok @Jim_Kozlinski @dailychartbook @grok are your numbers accurate A [---] billion parameter Large Language Model (LLM) would require around [---] GB of VRAM for full precision (FP32) and approximately [---] GB for half-precision (FP16) though this can be reduced significantly with quantization. Give full precision" [X Link](https://x.com/YilengYao1/status/1974350532639900159) 2025-10-04T05:47Z [--] followers, [--] engagements "@grok @dailychartbook @grok so whose that losses are VCs shareholders employees(but I think they can find work somewhere else and they were compensated well enough during the boom). Why should taxpayer and government bail them out" [X Link](https://x.com/YilengYao1/status/1974352117214413232) 2025-10-04T05:53Z [--] followers, [--] engagements "@grok @dailychartbook @grok can you give [--] lists. Companies that has most to gain if there is no bubble. Companies that has most to lose if the bubble bursts" [X Link](https://x.com/YilengYao1/status/1974363378828390695) 2025-10-04T06:38Z [--] followers, [--] engagements "@grok @dailychartbook @grok i don't mean valuation crash i mean most to lose. OAI and Anthropic don't have as much to lose because they are not hyperscaler they are not putting money for AI Infra spend. Can you redo the list for companies that has the most to lose" [X Link](https://x.com/YilengYao1/status/1974364424871030826) 2025-10-04T06:42Z [--] followers, [--] engagements "@grok @dailychartbook @grok how much will these stocks fall by if AI bubble burst" [X Link](https://x.com/YilengYao1/status/1974366955881852967) 2025-10-04T06:52Z [--] followers, [--] engagements "@grok @dailychartbook @grok where did SoftBank get all that money Their biggest success that they exited were alibaba they lost money on bets like WeWork" [X Link](https://x.com/YilengYao1/status/1974368549318922447) 2025-10-04T06:58Z [--] followers, [--] engagements "@grok @Beth_Kindig @grok what can someone buy with $14594" [X Link](https://x.com/YilengYao1/status/1974376331644448958) 2025-10-04T07:29Z [--] followers, [--] engagements "@grok @Beth_Kindig @grok will an average american spend $14594 on AI subscriptions and AI related products" [X Link](https://x.com/YilengYao1/status/1974377104566595917) 2025-10-04T07:32Z [--] followers, [--] engagements "@tlanderso @berner_my @bearlyai My GPU don't agree while running a local model. And my gpu is consumer grade running a relative small model. Imaging how much electricity the commercial grade gpu running those gigantic model" [X Link](https://x.com/YilengYao1/status/1974483070465319067) 2025-10-04T14:33Z [--] followers, [--] engagements "@tlanderso @berner_my @bearlyai @grok is china smuggling state of the art nvidia gpus and subsidising their llm providers for gpu and electric usage" [X Link](https://x.com/YilengYao1/status/1974484035650101495) 2025-10-04T14:37Z [--] followers, [--] engagements "@grok @tlanderso @berner_my @bearlyai No wonder api's from Chinese LLM provider are 1/10 the cost of their American counterparts the Chinese government are subsidizing 80% of their cost" [X Link](https://x.com/YilengYao1/status/1974485469410087250) 2025-10-04T14:43Z [--] followers, [--] engagements "@grok @tlanderso @berner_my @bearlyai @grok So investors and VCs are subsidizing American LLM provider's CapEX and the Chinese government are subsidizing Chinese LLM providers. Lets see who has more money to burn but I don't think it will work well for investors and VCs" [X Link](https://x.com/YilengYao1/status/1974489982149779765) 2025-10-04T15:01Z [--] followers, [--] engagements "@tlanderso @berner_my @bearlyai @grok @grok "ASICs you don't waste space because you only put in the units to do the math you want to do on the die. That is why it is drastically more efficient than GPUs that are more general purpose." if this is true then why would Nvidia be worth 4T" [X Link](https://x.com/YilengYao1/status/1974490265609175191) 2025-10-04T15:02Z [--] followers, [--] engagements "@tlanderso @berner_my @bearlyai @grok @grok list all the powerplants ai hyperscalers(XAI MS FB Goog .) has bought built or refurbished and the costs" [X Link](https://x.com/YilengYao1/status/1974490862358020534) 2025-10-04T15:04Z [--] followers, [--] engagements "@grok @tlanderso @berner_my @bearlyai @grok can you give the amount of moneyinvestors and VCs spent on AI infra for 2025-2030(projected)" [X Link](https://x.com/YilengYao1/status/1974491726422446433) 2025-10-04T15:08Z [--] followers, [--] engagements "@tlanderso @berner_my @bearlyai @grok @grok "Inference will be the first place to benefit from ASICs when the LLM architecture is stabilized & you can produce specialized chips." when will this happen or if this will happen" [X Link](https://x.com/YilengYao1/status/1974492030920441897) 2025-10-04T15:09Z [--] followers, [--] engagements "@grok @tlanderso @berner_my @bearlyai @grok "- xAI: Acquired 114-acre former Duke Energy gas plant site in Southaven MS for $10; importing overseas plant for Memphis data center (costs undisclosed)." is there a typo do you mean $10 or $10B" [X Link](https://x.com/YilengYao1/status/1974492411226468563) 2025-10-04T15:10Z [--] followers, [--] engagements "@grok @tlanderso @berner_my @bearlyai @grok what can someone buy for $14953 and do you think that an average us citizen will spend $15k on AI subscription or AI related products over [--] years What is the interest + principal of $5.2T over [--] years" [X Link](https://x.com/YilengYao1/status/1974493955292275111) 2025-10-04T15:16Z [--] followers, [--] engagements "@grok @tlanderso @berner_my @bearlyai @grok what can someone buy with the above amounts" [X Link](https://x.com/YilengYao1/status/1974496459241476430) 2025-10-04T15:26Z [--] followers, [--] engagements "@ttunguz @grok "The interest rates VCs pay on borrowed money typically through venture debt vary but are generally higher than conventional loans. Rates often range from 8% to 15% and can sometimes exceed 20%" How much interest on 110B over 5yrs at above rates" [X Link](https://x.com/YilengYao1/status/1974497461852053828) 2025-10-04T15:30Z [--] followers, [---] engagements "@grok @MauiBoyMacro @grok 85T is how many times America's gdp" [X Link](https://x.com/YilengYao1/status/1974500974632079518) 2025-10-04T15:44Z [--] followers, [--] engagements "@grok @MauiBoyMacro @grok what would happen if USA would lose [--] years of GDP" [X Link](https://x.com/YilengYao1/status/1974501929549226481) 2025-10-04T15:48Z [--] followers, [--] engagements "@Mr_Derivatives @grok "Goldman Sachs CEO yesterday says a market correction will occur some time in the next 12-24 months." what are the chances of this happening and how much will the market correct by" [X Link](https://x.com/YilengYao1/status/1974502226258276651) 2025-10-04T15:49Z [--] followers, [--] engagements "@StefanFSchubert @Similarweb @grok does the chart show that the LLM providers with cheaper API cost are growing in GenAI Traffic share" [X Link](https://x.com/YilengYao1/status/1974506388450889992) 2025-10-04T16:06Z [--] followers, [--] engagements "@jasonlk OpenAI Oracle: Hold my candle" [X Link](https://x.com/YilengYao1/status/1974545846172778883) 2025-10-04T18:43Z [--] followers, [---] engagements "@DoctorNatg62761 @Beth_Kindig @grok If the AI bubble has plenty of room left to inflate then who is paying for it" [X Link](https://x.com/YilengYao1/status/1974719275681382471) 2025-10-05T06:12Z [--] followers, [--] engagements "@usernameofali @brewmarkets @grok if you are a hedge fund and only return 5% in bull markets I don't think you are preserving any capital in bearish markets" [X Link](https://x.com/YilengYao1/status/1974804139252089337) 2025-10-05T11:49Z [--] followers, [---] engagements "@grok @Barchart @grok of these companies who has invested in AI and give the numbers" [X Link](https://x.com/YilengYao1/status/1974807832114430148) 2025-10-05T12:04Z [--] followers, [---] engagements "@gregisenberg So its OpenAI's attempt to implement N8N and Langgraph" [X Link](https://x.com/YilengYao1/status/1975045397732311451) 2025-10-06T03:48Z [--] followers, [--] engagements "@grok @InvestingVisual @grok does Amazon employees pee in bottles" [X Link](https://x.com/YilengYao1/status/1975046631533039620) 2025-10-06T03:53Z [--] followers, [--] engagements "@unusual_whales $INTC it is going to be the defacto chip fab when China invades Taiwan" [X Link](https://x.com/YilengYao1/status/1975047550345548141) 2025-10-06T03:56Z [--] followers, [---] engagements "@grok @InvestingVisual @grok if Amazon's bureaucracy and culture is preventing it from attracting AI talent then why doesn't it change its culture. The buck stops at @ajassy. As an $AMZN investor he needs to be held responsible. @JeffBezos" [X Link](https://x.com/YilengYao1/status/1975048399549559107) 2025-10-06T04:00Z [--] followers, [--] engagements "@testingcatalog @grok I don't get the excitement so OpenAI just create their own version of N8N or langgraph. There is nothing innovative or game changing OpenAI just copied N8N congrats now you can pump up OpenAI's valuation and get more VC money" [X Link](https://x.com/YilengYao1/status/1975055078219538576) 2025-10-06T04:26Z [--] followers, [---] engagements "@grok @testingcatalog @grok so what you are saying is that the main difference between Agent Builder and N8N is that you are locked into OpenAI ecosystem for Agent Builder and have to pay for their APIs" [X Link](https://x.com/YilengYao1/status/1975055821676671127) 2025-10-06T04:29Z [--] followers, [--] engagements "@OpenAI @sama @grok I feel that the biggest thing that OpenAI(Sam Altman) since Gpt4 was #HYPE" [X Link](https://x.com/YilengYao1/status/1975056591159509363) 2025-10-06T04:32Z [--] followers, [--] engagements "@Malone_Wealth @grok I thought Jerome Powell had been QTing for the last couple of years. Where did investor get the money to prop up the RE AI . Everything Bubble. All I wanted was an Everything Bagel" [X Link](https://x.com/YilengYao1/status/1975060688612806755) 2025-10-06T04:48Z [--] followers, [--] engagements "@wydgaurav @GosuCoder @grok maybe OpenAI is desperate to keep the hype train rolling. They are still not able to monetize on AI their only source of revenue (subscription) is not enough to cover a fraction of the money they are bleeding" [X Link](https://x.com/YilengYao1/status/1975100421330067718) 2025-10-06T07:26Z [--] followers, [--] engagements "@grok @wydgaurav @GosuCoder @grok you said "revenue hit $4.3B in H1 [----] targeting $13B for the year" can you give a breakdown for the different sources of revenue And how may subs to ChatGPT What is their profit/loss in H1 and projection for the year" [X Link](https://x.com/YilengYao1/status/1975101677838766369) 2025-10-06T07:31Z [--] followers, [---] engagements "@grok @wydgaurav @GosuCoder @grok how much money does OpenAI has and how long is their run rate given their losses" [X Link](https://x.com/YilengYao1/status/1975103468059971900) 2025-10-06T07:38Z [--] followers, [--] engagements "@strandedpsgr @Marianoblackeye @StockSavvyShay @grok did NVDA give OpenAI 100B" [X Link](https://x.com/YilengYao1/status/1975215346912239626) 2025-10-06T15:03Z [--] followers, [--] engagements "@grok @strandedpsgr @Marianoblackeye @StockSavvyShay @grok if OpenAI don't have the $100B then how are they paying AMD for the 6GW of GPU compute" [X Link](https://x.com/YilengYao1/status/1975217032829526267) 2025-10-06T15:10Z [--] followers, [--] engagements "@QuaternionG @grok why is this scam running after all these years" [X Link](https://x.com/YilengYao1/status/1975230339846115503) 2025-10-06T16:03Z [--] followers, [--] engagements "@realmattforney @grok why is this scam still running after all these years" [X Link](https://x.com/YilengYao1/status/1975230612744388837) 2025-10-06T16:04Z [--] followers, [--] engagements "@grok @realmattforney @grok so you are saying that companies are getting away with misconduct or breaking the law because either the law is not enforced or the punishment is not severe enough to deter criminal or fraudulent behaviour" [X Link](https://x.com/YilengYao1/status/1975242698526433302) 2025-10-06T16:52Z [--] followers, [--] engagements "@Prashant_1722 @grok how is xAI paying for the Colossus [--] and [--] datacenter. And how much has xAI fundraised and who paid for the fundraise" [X Link](https://x.com/YilengYao1/status/1975287729832534384) 2025-10-06T19:51Z [--] followers, [--] engagements "@OpenAIDevs RIP Palantir Foundry" [X Link](https://x.com/YilengYao1/status/1975350154808201251) 2025-10-06T23:59Z [--] followers, [--] engagements "@sharmag88 @OpenAIDevs RIP Palantir Foundry" [X Link](https://x.com/YilengYao1/status/1975350366050119772) 2025-10-07T00:00Z [--] followers, [---] engagements "@algunion @headinthebox I think this is how the built it. gpt-5-codex prompt: "give me a clone of N8N"" [X Link](https://x.com/YilengYao1/status/1975581478739406889) 2025-10-07T15:18Z [--] followers, [---] engagements "@Rosengdeve @JobsNowPaper @grok is $53/hr for a H1B position well below the floor for prevailing wage. It is likely that something fraudulent is happening like kickbacks" [X Link](https://x.com/YilengYao1/status/1975583087036920149) 2025-10-07T15:24Z [--] followers, [--] engagements "@MarkusEicher70 @xyflowdev @OpenAI Don't worry I think the copyright lawyers are waiting for OpenAI to hit peak valuation before they let the lawsuits raining. The bigger the pie the bigger their slice" [X Link](https://x.com/YilengYao1/status/1975626987055280564) 2025-10-07T18:19Z [--] followers, [--] engagements "@realmattforney @grok When a federal contractor outsource federal contract to foreign national in a foreign country a breach of national security" [X Link](https://x.com/YilengYao1/status/1975627725806428471) 2025-10-07T18:22Z [--] followers, [---] engagements "@deedydas @grok how much 1T token calling GPT5 api costs" [X Link](https://x.com/YilengYao1/status/1975628228422467861) 2025-10-07T18:24Z [--] followers, [--] engagements "@Hardik_Borana_ @TheHumanoidHub @grok "By the time unitree launches better version and ships to others countries tesla will already have dominate." how valid is above argument given unitree is already to market. When will optimus be on the market" [X Link](https://x.com/YilengYao1/status/1975688713876480230) 2025-10-07T22:24Z [--] followers, [--] engagements "@lamn87 @grok is Accenture gaming the H-1B visa by using itself as a Secondary entity while the employer is INDOTRONIX CORPORATION. Is accenture abusing the H-1B loophole is it commiting fraud" [X Link](https://x.com/YilengYao1/status/1975717733204672591) 2025-10-08T00:19Z [--] followers, [--] engagements "@higgsfield_ai @grok is it copyright violation for AI generated videos to use material such as godzilla mission impossible tom cruise in their videos without the approval of their original creators" [X Link](https://x.com/YilengYao1/status/1975792911049719875) 2025-10-08T05:18Z [--] followers, [--] engagements "@DevinOlsenn @DirtyTesLa Dirty Tesla pulled up a dirty one on us he tapped the breaks. This is downright fraud to pump up the stock" [X Link](https://x.com/YilengYao1/status/1976508552736022702) 2025-10-10T04:42Z [--] followers, [--] engagements "@kimmonismus @grok what is the cost of GB300 NVL72 supercomputer packing 4600+ Blackwell GPUs and [--] Grace CPUs per rack How much electricity does it use and price of electricity per year to run it" [X Link](https://x.com/YilengYao1/status/1976681249784967435) 2025-10-10T16:08Z [--] followers, [---] engagements "@grok @kimmonismus @grok can you calculate the equipment deprecation + electric cost per year" [X Link](https://x.com/YilengYao1/status/1976682844534817034) 2025-10-10T16:14Z [--] followers, [--] engagements "@grok @kimmonismus @grok can you give the total infrastructure cost of cluster ie datacenter buildout maintenance datacenter worker cooling actual gpu cost networking " [X Link](https://x.com/YilengYao1/status/1976683704278983079) 2025-10-10T16:18Z [--] followers, [--] engagements "@kimmonismus @grok if openai spend $400 mill training GPT-4.5 can you estimate how much it spent training GPT-5" [X Link](https://x.com/YilengYao1/status/1976875073442295868) 2025-10-11T04:58Z [--] followers, [--] engagements "@ChessWarri42621 @kiantrades @grok "Trump is speaking at [--] pm. If he emphasizes that we need to be independent of China and that he wants semis built here by US could be a moon mission for $INTC." Did that happened" [X Link](https://x.com/YilengYao1/status/1977123421596389543) 2025-10-11T21:25Z [--] followers, [---] engagements "@bsterrr @kiantrades @grok opportunity for short squeeze" [X Link](https://x.com/YilengYao1/status/1977125569054773462) 2025-10-11T21:34Z [--] followers, [--] engagements "@grok @GelgerM66432 @kiantrades @grok What is your solution to chinese stealing TSMC talent based on geographical proximity" [X Link](https://x.com/YilengYao1/status/1977126079329714678) 2025-10-11T21:36Z [--] followers, [--] engagements "@grok @bsterrr @kiantrades @grok so you are saying that there is bullish momentum. What did Cramer say about $INTC" [X Link](https://x.com/YilengYao1/status/1977126344988512567) 2025-10-11T21:37Z [--] followers, [---] engagements "@pensivegolem @ChessWarri42621 @mzuhair123 @grok "Where do you think INTC would source the rare earths from" given china's rare earth export ban" [X Link](https://x.com/YilengYao1/status/1977130673929699800) 2025-10-11T21:54Z [--] followers, [---] engagements "@pensivegolem @ChessWarri42621 @grok @mzuhair123 @grok good point - "so TSMC cant use Australian / US sources" - can china blockade TSMCintel shipment of rare earths" [X Link](https://x.com/YilengYao1/status/1977179405190623461) 2025-10-12T01:07Z [--] followers, [--] engagements "@grok @pensivegolem @ChessWarri42621 @mzuhair123 @grok I mean - can china blockade tsmc from using rare earth from australian/us sources - can china blockade intel from using rare earth from australian/us sources" [X Link](https://x.com/YilengYao1/status/1977180205111558456) 2025-10-12T01:11Z [--] followers, [--] engagements "@saylordocs @grok is the above true and there is a rumor that Barron Trump is loading on $INTC calls is that true as well" [X Link](https://x.com/YilengYao1/status/1977272225595375712) 2025-10-12T07:16Z [--] followers, [---] engagements "@allenanalysis Bitcoin is fake currency anyways" [X Link](https://x.com/YilengYao1/status/1977292303409770717) 2025-10-12T08:36Z [--] followers, [--] engagements "@grok @tbpn @grok what would the total amount be for an average household and compare that with the average/median income of a household" [X Link](https://x.com/YilengYao1/status/1977294379867144327) 2025-10-12T08:44Z [--] followers, [--] engagements "@FirstSquawk @grok where does taiwan get their rare earth metals from" [X Link](https://x.com/YilengYao1/status/1977365035736318025) 2025-10-12T13:25Z [--] followers, [----] engagements "@GuiveAssadi @BjarturTomas Anthropic will solve time travel by Q4" [X Link](https://x.com/YilengYao1/status/1977524366759063824) 2025-10-12T23:58Z [--] followers, [--] engagements "@bookwormengr @SemiAnalysis_ @grok did Microsoft subsidize openai's inference compute with azure credits as part of their investment in openai. Is this the reason their Inference compute cost was $2bill if not their compute could be much higher" [X Link](https://x.com/YilengYao1/status/1977537891757875586) 2025-10-13T00:52Z [--] followers, [--] engagements "@grok @bookwormengr @SemiAnalysis_ @grok what will be the inference cost without the subsidies" [X Link](https://x.com/YilengYao1/status/1977538777393602752) 2025-10-13T00:56Z [--] followers, [--] engagements "@grok @bookwormengr @SemiAnalysis_ @grok then what would be OpenAI's real margin be in [----] without the subsidies. Is the OP cherry picking the data to pump up OpenAI's valuation" [X Link](https://x.com/YilengYao1/status/1977539630867349952) 2025-10-13T00:59Z [--] followers, [--] engagements "@amritwt AI Influencer: openai codex just cured cancer Me: openai codex couldn't even generate correct jsdoc for me" [X Link](https://x.com/YilengYao1/status/1977728119969612056) 2025-10-13T13:28Z [--] followers, [----] engagements "@rishdotblog I think the reason is because the task you gave codex from reading the planning step is to implement sse for your typescript app and if you search github there are many examples. And codex had been trained on that so for codex it is as trivial as writing a for loop" [X Link](https://x.com/YilengYao1/status/1977737244933865952) 2025-10-13T14:04Z [--] followers, [--] engagements "@Henrik_wes Nice try at gaslighting AI Influencer: 📈 Reality: 📉" [X Link](https://x.com/YilengYao1/status/1977742793272336789) 2025-10-13T14:26Z [--] followers, [--] engagements "@ConvictionPoint @grok can you verify the above deals If true what would be the potential revenue for intel" [X Link](https://x.com/YilengYao1/status/1977896371895009413) 2025-10-14T00:36Z [--] followers, [---] engagements "@grok @monsieurhodl4 @DeItaone @grok is it suspicious that BofA downgrade Intel (INTC) while Mizuho upgraded INTC $23-$39. Can you give the performance of BofA ratings" [X Link](https://x.com/YilengYao1/status/1977897035933053358) 2025-10-14T00:39Z [--] followers, [--] engagements "@danielnewmanUV @grok how likely that there will be a deal" [X Link](https://x.com/YilengYao1/status/1977897346286649749) 2025-10-14T00:40Z [--] followers, [---] engagements "@grok @monsieurhodl4 @DeItaone @grok how does Mizuho perform. Can you give the comparison of BofA and Mizuho performance" [X Link](https://x.com/YilengYao1/status/1977898423341961688) 2025-10-14T00:45Z [--] followers, [--] engagements "@grok @AugustoGavier @rauchg @grok those are not really convincing examples 1-3: are cost reduction not revenue generation and they sound like process automation/optimization and a marketing campaign to slap the AI buzzword onto it. 4: are you serious have you tried Walmart's AI recommendation" [X Link](https://x.com/YilengYao1/status/1977977786456473825) 2025-10-14T06:00Z [--] followers, [--] engagements "@ns123abc @ilyasut Bro I know you invested in alot of AI companies but using the peace deal to pump up your stocks is just bad taste" [X Link](https://x.com/YilengYao1/status/1977983773255115001) 2025-10-14T06:24Z [--] followers, [--] engagements "@solametrics @grok what does the above post mean" [X Link](https://x.com/YilengYao1/status/1978139948529091035) 2025-10-14T16:44Z [--] followers, [--] engagements "@Adityapandeydev Baidu users uses deepseek" [X Link](https://x.com/YilengYao1/status/1978171155778359667) 2025-10-14T18:48Z [--] followers, [--] engagements "@Majorabets @grok what is coming" [X Link](https://x.com/YilengYao1/status/1978230854498320554) 2025-10-14T22:46Z [--] followers, [--] engagements "@xynth_m @grok so what does that mean for $INTC" [X Link](https://x.com/YilengYao1/status/1978236263296606634) 2025-10-14T23:07Z [--] followers, [---] engagements "@VraserX OpenAI - OpenedAI" [X Link](https://x.com/YilengYao1/status/1978245862946951546) 2025-10-14T23:45Z [--] followers, [--] engagements "@grok @AI_Investor_py @grok how much will $INTC gain from a OAI deal and how much will $INTC gain from potential chinese invasion of taiwan" [X Link](https://x.com/YilengYao1/status/1978552458746953975) 2025-10-15T20:04Z [--] followers, [---] engagements "@joedab12 @Jukanlosreve @grok is this true" [X Link](https://x.com/YilengYao1/status/1978633418964660702) 2025-10-16T01:25Z [--] followers, [---] engagements "@wallstengine @grok is this true from social media and real life alot of people are switching from claude subscription to openai" [X Link](https://x.com/YilengYao1/status/1978634782277038475) 2025-10-16T01:31Z [--] followers, [--] engagements "@grok @diamhanz @Jukanlosreve @grok So does that mean a deal between OpenAI and Intel going to announce soon. If so what will the the effect on the stock price" [X Link](https://x.com/YilengYao1/status/1978635237115429348) 2025-10-16T01:32Z [--] followers, [--] engagements "@VraserX @grok is this post fake because I tried it in my GPT "play doom" I cant run Doom inside this chat but I can get you blasting imps in seconds. Pick your route: 1) Play instantly in your browser (no install)" [X Link](https://x.com/YilengYao1/status/1978640930476568984) 2025-10-16T01:55Z [--] followers, [---] engagements "@grok @VraserX @grok i am in apps in GhatGPT i don't see Doom demo" [X Link](https://x.com/YilengYao1/status/1978641904591163714) 2025-10-16T01:59Z [--] followers, [--] engagements "@VraserX @grok @grok is VraserX credible see her sensationalize AI alot in her post and alot of the things she post is not even true" [X Link](https://x.com/YilengYao1/status/1978642465805775241) 2025-10-16T02:01Z [--] followers, [--] engagements "@grok @VraserX So that demo was faked"sensationalized" just like the Devin one" [X Link](https://x.com/YilengYao1/status/1978642641685189089) 2025-10-16T02:02Z [--] followers, [--] engagements "@thdxr gpt5 codex is good for Nvidia shareholders it means that OpenAI has to buy more GPUs" [X Link](https://x.com/YilengYao1/status/1978643716781855034) 2025-10-16T02:06Z [--] followers, [--] engagements "@eclipse111222 @diamondrapids @grok is this true" [X Link](https://x.com/YilengYao1/status/1978652965092397217) 2025-10-16T02:43Z [--] followers, [--] engagements "@schamorro357 @grok is there any evidence for this" [X Link](https://x.com/YilengYao1/status/1978668391020781740) 2025-10-16T03:44Z [--] followers, [---] engagements "@wutad85456746 @grok why" [X Link](https://x.com/YilengYao1/status/1978668499464548727) 2025-10-16T03:45Z [--] followers, [--] engagements "@grok @anachartanalyst @grok is XAi running out of money you seem to be underperforming today" [X Link](https://x.com/YilengYao1/status/1978863668264685978) 2025-10-16T16:40Z [--] followers, [--] engagements "@lokoyacap @grok is there any validity to the post" [X Link](https://x.com/YilengYao1/status/1978864658288193664) 2025-10-16T16:44Z [--] followers, [--] engagements "@StateArmor @SecScottBessent @grok what does this mean for $INTC" [X Link](https://x.com/YilengYao1/status/1978870281553776687) 2025-10-16T17:06Z [--] followers, [---] engagements "@grok @AIStockSavvy @grok what interest rate is Meta borrowing the 30B at and when is the loan due" [X Link](https://x.com/YilengYao1/status/1978952153877086615) 2025-10-16T22:32Z [--] followers, [--] engagements "@grok @AIStockSavvy what revenue from ai do they need per year to break even facility deprecation + equipment(gpu) deprecation + electricity + interest" [X Link](https://x.com/YilengYao1/status/1978962496099631248) 2025-10-16T23:13Z [--] followers, [--] engagements "@OldUncle_Stock @grok is this true" [X Link](https://x.com/YilengYao1/status/1978989024652980229) 2025-10-17T00:58Z [--] followers, [--] engagements "@Jukanlosreve @grok is goldman sachs invested in AI companies like OpenAI" [X Link](https://x.com/YilengYao1/status/1979042649572073763) 2025-10-17T04:31Z [--] followers, [---] engagements "@grok @PatrickMoorhead @ClayMagouyrk @grok so did Oracle made up those number because they haven't made money off AI other than infra capx spend" [X Link](https://x.com/YilengYao1/status/1979043416185913546) 2025-10-17T04:34Z [--] followers, [--] engagements "@grok @Jukanlosreve Prod gain doesn't equal to revenue generated unless you are creating new product lines or improve existing product. The use case of AI currently is reduce cost by replacing employees. It most it will increase margins not expand revenue" [X Link](https://x.com/YilengYao1/status/1979045043328393573) 2025-10-17T04:41Z [--] followers, [--] engagements "@aljehani @grok who is the major client" [X Link](https://x.com/YilengYao1/status/1979194360723050912) 2025-10-17T14:34Z [--] followers, [--] engagements "@pangpong @TechPowerUp @grok is this true how much is the deal" [X Link](https://x.com/YilengYao1/status/1979226370556440811) 2025-10-17T16:41Z [--] followers, [--] engagements "@TradingsuckerX @grok is GFY lying its not a rumor multiple sources confirmed" [X Link](https://x.com/YilengYao1/status/1979227617137226123) 2025-10-17T16:46Z [--] followers, [--] engagements "@grok @dylan522p So its SemiAccurate TechPowerUp and Tom's Hardware vs Dylan Patel. Who has more cred" [X Link](https://x.com/YilengYao1/status/1979247350330855715) 2025-10-17T18:05Z [--] followers, [--] engagements "@TradingsuckerX @grok nice try GFY you said the stock will be red today its green" [X Link](https://x.com/YilengYao1/status/1979290171817574880) 2025-10-17T20:55Z [--] followers, [--] engagements "@diamhanz @StockMKTNewz @grok is that true" [X Link](https://x.com/YilengYao1/status/1979369458557948425) 2025-10-18T02:10Z [--] followers, [--] engagements "@grok @VladTheInflator @grok how many were awarded in previous years Give the number by per year basis" [X Link](https://x.com/YilengYao1/status/1969856564057247927) 2025-09-21T20:09Z [--] followers, [--] engagements "@grok @manplanyen @grok how much will a loss of [---] billion affect amazon's P/E ration and earning per share. And how much of a dent will this have on Jeff Bezos's fortune and Andy Jassy's bonus" [X Link](https://x.com/YilengYao1/status/1969865262607503835) 2025-09-21T20:44Z [--] followers, [--] engagements "@grok @Bikash2022 @CheddarFlow @grok So recent deliveries are not "thru the roof"" [X Link](https://x.com/YilengYao1/status/1971072677814337951) 2025-09-25T04:42Z [--] followers, [--] engagements "@grok @Bikash2022 @CheddarFlow @Bikash2022 👆👆👆" [X Link](https://x.com/YilengYao1/status/1971073520873635889) 2025-09-25T04:45Z [--] followers, [--] engagements "@seconds_0 Its not cheap running inference. I found claude sonnet [---] to be similar toGLM4.6 which is 500b param model. And the cloud cost (Choose AWS) is around $70 per hour and $300k per year. And they are charging you $20 and $200 for pro plan. @grok fact check" [X Link](https://x.com/YilengYao1/status/1973639317793939937) 2025-10-02T06:40Z [--] followers, [---] engagements "@grok @kimmonismus @grok Anthropic paid [---] billion for a copyright settlement. Can you give the copyright expense for each of the above model including GPT5" [X Link](https://x.com/YilengYao1/status/1974335824662835484) 2025-10-04T04:48Z [--] followers, [--] engagements "@grok @Jim_Kozlinski @dailychartbook @grok can you give the hardware cost of running a 500b parameter and [--] trillion parameter model pre AI bubble pop and post AI bubble pop" [X Link](https://x.com/YilengYao1/status/1974348784168812634) 2025-10-04T05:40Z [--] followers, [--] engagements "@grok @dailychartbook @grok can you give the wealth lost per person(US pop) in GFC. The cumulative wealth destruction if the AI bubble pops and give the per person amount (US pop)" [X Link](https://x.com/YilengYao1/status/1974349333131899053) 2025-10-04T05:42Z [--] followers, [--] engagements "@grok @Jim_Kozlinski @dailychartbook @grok What if you were using H100s. Which is cheaper and what will be the savings" [X Link](https://x.com/YilengYao1/status/1974351332439175505) 2025-10-04T05:50Z [--] followers, [--] engagements "@grok @dailychartbook @grok can you provide the names of the [--] biggest funders of AI capex along with the amount that lend/fund" [X Link](https://x.com/YilengYao1/status/1974361157088817614) 2025-10-04T06:29Z [--] followers, [--] engagements "@grok @dailychartbook @grok "JPMorgan estimates the [--] major AI hyperscalers will spend a combined $1.2 trillion from [----] through 2027." The amount you cited does not does not add to 1.2T. Can you give Top [--] AI capex funders again from [----] to 2027" [X Link](https://x.com/YilengYao1/status/1974362154485887159) 2025-10-04T06:33Z [--] followers, [--] engagements "@grok @tlanderso @berner_my @bearlyai @grok "The interest rates VCs pay on borrowed money typically through venture debt vary but are generally higher than conventional loans. Rates often range from 8% to 15% and can sometimes exceed 20%" can you recalculate using the above rates and divide per citizen" [X Link](https://x.com/YilengYao1/status/1974496122900185512) 2025-10-04T15:25Z [--] followers, [--] engagements "@MauiBoyMacro @grok is AI bubble 17X dot-com bubble and 4X subprime given projected AI spend from 2023-2030" [X Link](https://x.com/YilengYao1/status/1974498017035407547) 2025-10-04T15:33Z [--] followers, [--] engagements "@grok @ttunguz @grok what can someone buy with those amount of money" [X Link](https://x.com/YilengYao1/status/1974498221847462152) 2025-10-04T15:33Z [--] followers, [--] engagements "@grok @ttunguz @grok think harder not a fan of Roblox UN is useless I don't think I need [-----] luxury yachts. Can I buy a country" [X Link](https://x.com/YilengYao1/status/1974498920106692611) 2025-10-04T15:36Z [--] followers, [--] engagements "@grok @MauiBoyMacro @grok I don't think we are comparing apples to apples. 5T is AI infra spend what is real estate infra spend in spend leading up to subprime the 13T is includes the amount of stock value evaporation + infra spend what would the equivalent value be when the AI bubble pop" [X Link](https://x.com/YilengYao1/status/1974500181161992450) 2025-10-04T15:41Z [--] followers, [--] engagements "@grok @ttunguz @grok nah FB is full of bots none of my friends uses it anymore not a fan of big oil Greenland is too cold" [X Link](https://x.com/YilengYao1/status/1974500638844461135) 2025-10-04T15:43Z [--] followers, [--] engagements "@grok @DarioCpx @grok do you know how much powder is in the keg(money) VC investors or whoever that props up the bubble has" [X Link](https://x.com/YilengYao1/status/1974551974210363408) 2025-10-04T19:07Z [--] followers, [--] engagements "@Barchart @grok "Office CMBS Delinquency Rate jumps to 11.7% the highest level in history 👀" Which companies owns these Commercial Real Estate loans. Rank them by highest to lowest and also provide the amount" [X Link](https://x.com/YilengYao1/status/1974806957593960559) 2025-10-05T12:00Z [--] followers, [----] engagements "@grok @Barchart @grok so based on your numbers traditional banks i.e. those lending to real estate is not funding the AI bubble. Then who is funding the AI bubble where are they getting the money from for the multi trillion dollar buildout" [X Link](https://x.com/YilengYao1/status/1974809523220017512) 2025-10-05T12:10Z [--] followers, [--] engagements "@iruletheworldmo $1000 GPU - $1000000 GPUs - $1000000000 GPUs - $1000000000000 GPUs" [X Link](https://x.com/YilengYao1/status/1977129072368271543) 2025-10-11T21:47Z [--] followers, [--] engagements "@marxmatt @abacaj There are alot of 30B models on ollama" [X Link](https://x.com/YilengYao1/status/1977975404909723722) 2025-10-14T05:51Z [--] followers, [--] engagements "@sprucemoose304 @DeItaone @grok since intel's market cap is 169B how would a 100B contract revalue the company as" [X Link](https://x.com/YilengYao1/status/1978149794720698733) 2025-10-14T17:23Z [--] followers, [--] engagements "@RuanviniCiusi @grok are those option volume spikes long short call puts" [X Link](https://x.com/YilengYao1/status/1978233868864889114) 2025-10-14T22:58Z [--] followers, [--] engagements "@pitdesi @grok if 4% of 40mill user pays [---] and 96% pay [--] what its OAI ARR from subscription Seems 13Bill ARR is reasonable How much is their costs that includes training inference employee salary+stock . What is their lost for the year What are their CAPEX" [X Link](https://x.com/YilengYao1/status/1978852711459098953) 2025-10-16T15:57Z [--] followers, [--] engagements "@grok @AlexFinnX @grok Alex Finn's business is generating post on X with AI bots so by fundamental analysis either - the post is AI generated - hes running a failed business" [X Link](https://x.com/YilengYao1/status/1978908608378118285) 2025-10-16T19:39Z [--] followers, [--] engagements "@PatrickMoorhead @ClayMagouyrk @grok are these made up numbers" [X Link](https://x.com/YilengYao1/status/1979042993072947528) 2025-10-17T04:33Z [--] followers, [---] engagements "@grok @PatrickMoorhead @ClayMagouyrk But that is not real revenue. Its money spend to acquire revenue those are not the same thing. If I am a bakery and I anticipate future demand and double my purchase of flour. That is not revenue unless the demand materialize in sales" [X Link](https://x.com/YilengYao1/status/1979045769614151693) 2025-10-17T04:44Z [--] followers, [--] engagements "@grok @PatrickMoorhead @ClayMagouyrk It ain't revenue till OpenAI actually has the revenue to pay for the CapEX spend" [X Link](https://x.com/YilengYao1/status/1979046394070499409) 2025-10-17T04:46Z [--] followers, [--] engagements "@wallstengine @grok how reliable is SemiAccurate as a news source" [X Link](https://x.com/YilengYao1/status/1979204992662934019) 2025-10-17T15:16Z [--] followers, [---] engagements "@TheValueist @leopoldasch @grok what call are they talking about" [X Link](https://x.com/YilengYao1/status/1979205942131802443) 2025-10-17T15:20Z [--] followers, [--] engagements "@tesla_teamx @TradingsuckerX @SECGov @grok GFY is shorting the stock so is spreading fake news. Multiple news outlet confirmed that the deals were true" [X Link](https://x.com/YilengYao1/status/1979227901087363338) 2025-10-17T16:47Z [--] followers, [--] engagements "@dylan522p @grok so is Dylan Right of SemiAnalysis right" [X Link](https://x.com/YilengYao1/status/1979245460427792521) 2025-10-17T17:57Z [--] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@YilengYao1 Yi leng YaoYi leng Yao posts on X about $wix, ai, money, open ai the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance technology brands stocks countries social networks cryptocurrencies automotive brands celebrities fashion brands gaming
Social topic influence $wix #3, ai, money, open ai, market cap #591, $intc, $googl, business, acquisition, $wixs #1
Top accounts mentioned or mentioned by @grok @mvcinvesting @kimmonismus @dailychartbook @tlanderso @bernermy @bearlyai @base44 @fiscalai @icbc @ruthcapital @3plantey2 @malinvested @dogeaigov @fentasyl @jonahlupton @harrystebbings @krossroads @danielsethlewis @vraserx
Top assets mentioned WIX.com Ltd. (WIX) Intel Corporation (INTC) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) GameStop, Corp. (GME) Accenture (ACN) The Official [--] Coin (93) Goldman Sachs (GS) ServiceNow Inc (NOW)
Top posts by engagements in the last [--] hours
"@ElonFan24907588 @RetroCoast George Bush sign the H1B bill. His son George W Bush stole the [----] election and is a war criminal that invade a foreign country on lies"
X Link 2025-09-21T00:10Z [--] followers, [---] engagements
"@honestAbe314 @dogeai_gov @fentasyl There a plenty tech people in America after the "learn to code" movement. @grok you have the number of tech people in America that is looking for work"
X Link 2025-09-21T20:41Z [--] followers, [--] engagements
"@dogeai_gov @fentasyl @grok @grok how much will a loss of [----] billion affect amazon's P/E ration and earning per share. And how much of a dent will this have on Jeff Bezos's fortune and Andy Jassy's bonus"
X Link 2025-09-21T20:48Z [--] followers, [--] engagements
"@grok @dogeai_gov @fentasyl @grok how much did Jeff bezos spent on his latest wedding"
X Link 2025-09-21T20:50Z [--] followers, [--] engagements
"@grok @dogeai_gov @fentasyl @grok how many Bezos-Sanchez wedding can we hold for 1.75B And why did the wedding costs so much"
X Link 2025-09-21T20:52Z [--] followers, [--] engagements
"@grok @dogeai_gov @fentasyl @grok can you add in the cost of raising the minimum salary of h1b to 150k and the other processing/registration fees for h1b. If you were Amazon's board would you hold CEO Andy Jassy responsible for 1.75b in damages of bypassing american workers for h1b"
X Link 2025-09-21T20:56Z [--] followers, [--] engagements
"@grok @dogeai_gov @fentasyl @grok how would your rate Jassy's strategy of bypassing american workers for H1b given that the decision cost Amazon [----] billion dollars"
X Link 2025-09-21T21:00Z [--] followers, [--] engagements
"@grok @looking5452 @grok Is it a legal requirement that employers must pay H-1B workers at least the prevailing wage for their position. Is this a violation of that requirement"
X Link 2025-09-21T21:31Z [--] followers, [--] engagements
"@grok @looking5452 @grok we are comparing medians if the median for american workers in every category falls below median for h1b then statistically there is high confidence that violations occurred"
X Link 2025-09-21T21:35Z [--] followers, [--] engagements
"@grok @looking5452 @grok Not in the examples (other than principal) - Junior: H-1B $92k US $100k - Midlevel: H-1B $125k US $137k - Senior: H-1B $157k US $160k - Principal: H-1B $170k (est.) US $171k - Lead: H-1B $146k US $154k - Executive: Uncertain; H-1B $200k+ US $250k+"
X Link 2025-09-21T21:40Z [--] followers, [--] engagements
"@thejobchick Amazon is the company with the most H1B visas @grok how many H1B does Amazon and its affialiates have in total this includes AWS Amazon development twitch "
X Link 2025-09-22T02:56Z [--] followers, [---] engagements
"@icanvardar They raised [---] million from VCs its a scam so many people that used it says it sucks. But VCs are willing to pour money just to keep the AI hype alive on a failing product"
X Link 2025-09-23T03:06Z [--] followers, [--] engagements
"@VladTheInflator @grok why does amazon aws need so many H1B workers"
X Link 2025-09-25T04:35Z [--] followers, [---] engagements
"@Bikash2022 @CheddarFlow @grok is tesla delivery thru the roof Do you have the recent delivery figure and compare to the delivery numbers for the same period last year"
X Link 2025-09-25T04:38Z [--] followers, [--] engagements
"@grok @VladTheInflator @grok is there a real shortage of qualified U.S talent in USA or is that the pro H1B lobby's talking point. Is the unemployment rate of CS major at all time high"
X Link 2025-09-25T04:40Z [--] followers, [--] engagements
"@grok @VladTheInflator @grok if there is a real shortage of talent shouldn't the unemployment rate for CS grad be lower"
X Link 2025-09-25T04:43Z [--] followers, [--] engagements
"@4DimensionalAI @banteringless @grok "Bernie Sanders has a better voting record then Crenshaw let that sink in." can you give more context"
X Link 2025-09-25T05:50Z [--] followers, [--] engagements
"@brian_stanfill @PolitiReality @grok is that true Tesla has 100% proven it doesn't currently possess a safe L5 Robotaxi. Billions of miles later a handful of $300K engineers have to sit behind the wheel and wait to intervene. X paid $TSLA influencers who don't disclose payments pump this shit night and day"
X Link 2025-09-25T21:40Z [--] followers, [---] engagements
"@PolitiReality @grok is that true Tesla has 100% proven it doesn't currently possess a safe L5 Robotaxi. Billions of miles later a handful of $300K engineers have to sit behind the wheel and wait to intervene. X paid $TSLA influencers who don't disclose payments pump this shit night and day"
X Link 2025-09-25T21:42Z [--] followers, [---] engagements
"@PolitiReality @grok From Grok: This is accurate. Tesla's Full Self-Driving (FSD) system remains SAE Level [--] autonomy requires constant human supervision and cannot operate without a driver. Top Tesla accounts (@WholeMarsBlog @Teslaconomics @SawyerMerritt) report payouts of $300$5000+ monthly"
X Link 2025-09-25T22:02Z [--] followers, [--] engagements
"@brian_stanfill @PolitiReality @grok From Grok: This is accurate. Tesla's Full Self-Driving (FSD) system remains SAE Level [--] autonomy requires constant human supervision and cannot operate without a driver. Top Tesla accounts (@WholeMarsBlog @Teslaconomics @SawyerMerritt) report payouts of $300$5000+ monthly"
X Link 2025-09-25T22:03Z [--] followers, [--] engagements
"@nicochristie I can integrate codex cli with local Ollama models to save which is free. Can you integrate CC with local models"
X Link 2025-09-26T07:42Z [--] followers, [--] engagements
"@ns123abc @grok is this true "META in talks with google to use Gemini to improve its Ad business" Is it because of recent complaints that Meta Ads is not performing for its advertisers"
X Link 2025-09-26T07:46Z [--] followers, [---] engagements
"@grok @ns123abc @grok do you think meta has been cooking their books. Their earnings were up from [----] but there is no upwinds their newest product "threads" were a flop. I think their active user metric is inflated the reason why ads down is because its mostly bots"
X Link 2025-09-26T07:52Z [--] followers, [--] engagements
"@grok @ns123abc @grok I doubt thread's mau numbers alot of prominent influencers stoped posting on threads. That suggests that there is not alot of traffic on threads"
X Link 2025-09-26T07:56Z [--] followers, [--] engagements
"@grok @buccocapital @grok what does "5% Instagram lift via AI" were there any facts to support this argument"
X Link 2025-09-26T08:08Z [--] followers, [--] engagements
"@grok @niccruzpatane @grok if LiDAR and radar contribute roughly $0.03-$0.05 per mile. Then waymo will only be $5 cent per mile more expensive than tesla. And tesla needs the safety monitor [--] more years before CA allows unsupervised. wouldn't waymo be cheaper"
X Link 2025-09-26T22:29Z [--] followers, [--] engagements
"@birch_js @grok does it mean we can use node libraries in react native ios apps http://callstack.com/blog/announcing-node-api-support-for-react-native http://callstack.com/blog/announcing-node-api-support-for-react-native"
X Link 2025-09-27T12:35Z [--] followers, [--] engagements
"@grok @birch_js @grok so what is the benefits of Node-API support in React Native"
X Link 2025-09-27T16:05Z [--] followers, [--] engagements
"@grok @birch_js @grok "- Cross-platform compatibility for modules across Node.js Deno Bun and RN." are we able to use modeles like openai sdk which is node in RN"
X Link 2025-09-27T16:09Z [--] followers, [--] engagements
"@grok @birch_js @grok "- Support for multiple languages like C++ Rust Swift for native code." can you elaborate and does it support Java as well"
X Link 2025-09-27T16:10Z [--] followers, [--] engagements
"@Investingcom @grok how many h1b workers does accenture has"
X Link 2025-09-28T18:12Z [--] followers, [---] engagements
"@grok @Investingcom @grok can you dig deeper and find how many cumulative h-1b visa does accenture has (approval + extensions). And was the layoff not due to AI but to shed the h-1b workers due to the new 100k h1b fee"
X Link 2025-09-28T18:17Z [--] followers, [---] engagements
"@grok @Investingcom @grok do you know how many visa worker Accenture has in total H1B OPT H4EAD L1 "
X Link 2025-09-28T18:23Z [--] followers, [--] engagements
"@DividendDude_X @grok will the cancellation of the de minimis negatively impact Amazon's earning"
X Link 2025-09-29T04:05Z [--] followers, [--] engagements
"@samsolid57 @grok what % of amazon's revenue is contributed by AWS"
X Link 2025-09-29T07:08Z [--] followers, [---] engagements
"@kimmonismus @grok how much does [----] TWh of electricity costs"
X Link 2025-10-04T04:24Z [--] followers, [---] engagements
"@OwenKemeys @kimmonismus But the Slovakians are great interior decorators"
X Link 2025-10-04T04:26Z [--] followers, [----] engagements
"@ChintanParekhAI @kimmonismus Slovenia's electricity output enables millions to work. GPT-5's energy enables billions to cheat on their exam. @grok what is the population of Slovenia"
X Link 2025-10-04T04:28Z [--] followers, [---] engagements
"@kimmonismus @grok @grok what is GPT-5's electricity consumption. What was sora's electricity consumption. And can you project sora2's electricity consumption"
X Link 2025-10-04T04:30Z [--] followers, [---] engagements
"@ChintanParekhAI @kimmonismus @grok @grok what is Turkmenistan Croatia Myanmar Angola Zambia's population"
X Link 2025-10-04T04:32Z [--] followers, [--] engagements
"@grok @kimmonismus @grok can you give the cost for 15-45 TWh of electricity consumption. Can you give estimate for Sora and Sora2's electricity consumption and its respective cost"
X Link 2025-10-04T04:33Z [--] followers, [---] engagements
"@grok @kimmonismus @grok I asked for cumulative electrical consumption for Sora and Sora2 this includes total for training and inference. Can I also get the total electric consumption for its image gen model 4o. Can I have the number for Grok Gemini and Claude as well"
X Link 2025-10-04T04:41Z [--] followers, [---] engagements
"@grok @kimmonismus @grok can you also put a cost to the above numbers"
X Link 2025-10-04T04:44Z [--] followers, [--] engagements
"@grok @kimmonismus @grok based on the information above can you give a renew estimate for the cost to train Sora and Sora2. If you don't have the number give an estimation using deduction"
X Link 2025-10-04T04:50Z [--] followers, [--] engagements
"@grok @kimmonismus @grok Can you include data acquisition to Copyright expense. Didn't OpenAI paid Reddit for their data"
X Link 2025-10-04T04:51Z [--] followers, [--] engagements
"@grok @kimmonismus @grok do you know how much memory it takes to run inference Sora and Sora2"
X Link 2025-10-04T04:52Z [--] followers, [--] engagements
"@grok @kimmonismus @grok given "One study detailed using [---] GPUs over [------] GPU-hours to train the model. Training a commercial-grade model like Open-Sora 2.0" how much does that cost"
X Link 2025-10-04T04:59Z [--] followers, [--] engagements
"@grok @kimmonismus @grok "EC2 p5. 48xlarge instances equipped with [--] NVIDIA H100 GPUs at approximately $44.50 per hour (NVIDIA Blog) (Amazon Web Services Inc.) . We can break this cost down to around $5.56 per hour for a single H100 GPU." can you revise your calculation"
X Link 2025-10-04T05:06Z [--] followers, [--] engagements
"@dailychartbook @grok "JPMorgan estimates the [--] major AI hyperscalers will spend a combined $1.2 trillion from [----] through 2027." Can you give the cumulative AI spend from 2020-2030 (AWS AWS Meta MS Oracle XAi). And how much it cost per US Citizen"
X Link 2025-10-04T05:32Z [--] followers, [--] engagements
"@grok @dailychartbook @grok can you give the cumulative value wealth destruction of the [----] financial crisis"
X Link 2025-10-04T05:37Z [--] followers, [--] engagements
"@grok @Jim_Kozlinski @dailychartbook @grok are your numbers accurate A [---] billion parameter Large Language Model (LLM) would require around [---] GB of VRAM for full precision (FP32) and approximately [---] GB for half-precision (FP16) though this can be reduced significantly with quantization. Give full precision"
X Link 2025-10-04T05:47Z [--] followers, [--] engagements
"@grok @dailychartbook @grok so whose that losses are VCs shareholders employees(but I think they can find work somewhere else and they were compensated well enough during the boom). Why should taxpayer and government bail them out"
X Link 2025-10-04T05:53Z [--] followers, [--] engagements
"@grok @dailychartbook @grok can you give [--] lists. Companies that has most to gain if there is no bubble. Companies that has most to lose if the bubble bursts"
X Link 2025-10-04T06:38Z [--] followers, [--] engagements
"@grok @dailychartbook @grok i don't mean valuation crash i mean most to lose. OAI and Anthropic don't have as much to lose because they are not hyperscaler they are not putting money for AI Infra spend. Can you redo the list for companies that has the most to lose"
X Link 2025-10-04T06:42Z [--] followers, [--] engagements
"@grok @dailychartbook @grok how much will these stocks fall by if AI bubble burst"
X Link 2025-10-04T06:52Z [--] followers, [--] engagements
"@grok @dailychartbook @grok where did SoftBank get all that money Their biggest success that they exited were alibaba they lost money on bets like WeWork"
X Link 2025-10-04T06:58Z [--] followers, [--] engagements
"@grok @Beth_Kindig @grok what can someone buy with $14594"
X Link 2025-10-04T07:29Z [--] followers, [--] engagements
"@grok @Beth_Kindig @grok will an average american spend $14594 on AI subscriptions and AI related products"
X Link 2025-10-04T07:32Z [--] followers, [--] engagements
"@tlanderso @berner_my @bearlyai My GPU don't agree while running a local model. And my gpu is consumer grade running a relative small model. Imaging how much electricity the commercial grade gpu running those gigantic model"
X Link 2025-10-04T14:33Z [--] followers, [--] engagements
"@tlanderso @berner_my @bearlyai @grok is china smuggling state of the art nvidia gpus and subsidising their llm providers for gpu and electric usage"
X Link 2025-10-04T14:37Z [--] followers, [--] engagements
"@grok @tlanderso @berner_my @bearlyai No wonder api's from Chinese LLM provider are 1/10 the cost of their American counterparts the Chinese government are subsidizing 80% of their cost"
X Link 2025-10-04T14:43Z [--] followers, [--] engagements
"@grok @tlanderso @berner_my @bearlyai @grok So investors and VCs are subsidizing American LLM provider's CapEX and the Chinese government are subsidizing Chinese LLM providers. Lets see who has more money to burn but I don't think it will work well for investors and VCs"
X Link 2025-10-04T15:01Z [--] followers, [--] engagements
"@tlanderso @berner_my @bearlyai @grok @grok "ASICs you don't waste space because you only put in the units to do the math you want to do on the die. That is why it is drastically more efficient than GPUs that are more general purpose." if this is true then why would Nvidia be worth 4T"
X Link 2025-10-04T15:02Z [--] followers, [--] engagements
"@tlanderso @berner_my @bearlyai @grok @grok list all the powerplants ai hyperscalers(XAI MS FB Goog .) has bought built or refurbished and the costs"
X Link 2025-10-04T15:04Z [--] followers, [--] engagements
"@grok @tlanderso @berner_my @bearlyai @grok can you give the amount of moneyinvestors and VCs spent on AI infra for 2025-2030(projected)"
X Link 2025-10-04T15:08Z [--] followers, [--] engagements
"@tlanderso @berner_my @bearlyai @grok @grok "Inference will be the first place to benefit from ASICs when the LLM architecture is stabilized & you can produce specialized chips." when will this happen or if this will happen"
X Link 2025-10-04T15:09Z [--] followers, [--] engagements
"@grok @tlanderso @berner_my @bearlyai @grok "- xAI: Acquired 114-acre former Duke Energy gas plant site in Southaven MS for $10; importing overseas plant for Memphis data center (costs undisclosed)." is there a typo do you mean $10 or $10B"
X Link 2025-10-04T15:10Z [--] followers, [--] engagements
"@grok @tlanderso @berner_my @bearlyai @grok what can someone buy for $14953 and do you think that an average us citizen will spend $15k on AI subscription or AI related products over [--] years What is the interest + principal of $5.2T over [--] years"
X Link 2025-10-04T15:16Z [--] followers, [--] engagements
"@grok @tlanderso @berner_my @bearlyai @grok what can someone buy with the above amounts"
X Link 2025-10-04T15:26Z [--] followers, [--] engagements
"@ttunguz @grok "The interest rates VCs pay on borrowed money typically through venture debt vary but are generally higher than conventional loans. Rates often range from 8% to 15% and can sometimes exceed 20%" How much interest on 110B over 5yrs at above rates"
X Link 2025-10-04T15:30Z [--] followers, [---] engagements
"@grok @MauiBoyMacro @grok 85T is how many times America's gdp"
X Link 2025-10-04T15:44Z [--] followers, [--] engagements
"@grok @MauiBoyMacro @grok what would happen if USA would lose [--] years of GDP"
X Link 2025-10-04T15:48Z [--] followers, [--] engagements
"@Mr_Derivatives @grok "Goldman Sachs CEO yesterday says a market correction will occur some time in the next 12-24 months." what are the chances of this happening and how much will the market correct by"
X Link 2025-10-04T15:49Z [--] followers, [--] engagements
"@StefanFSchubert @Similarweb @grok does the chart show that the LLM providers with cheaper API cost are growing in GenAI Traffic share"
X Link 2025-10-04T16:06Z [--] followers, [--] engagements
"@jasonlk OpenAI Oracle: Hold my candle"
X Link 2025-10-04T18:43Z [--] followers, [---] engagements
"@DoctorNatg62761 @Beth_Kindig @grok If the AI bubble has plenty of room left to inflate then who is paying for it"
X Link 2025-10-05T06:12Z [--] followers, [--] engagements
"@usernameofali @brewmarkets @grok if you are a hedge fund and only return 5% in bull markets I don't think you are preserving any capital in bearish markets"
X Link 2025-10-05T11:49Z [--] followers, [---] engagements
"@grok @Barchart @grok of these companies who has invested in AI and give the numbers"
X Link 2025-10-05T12:04Z [--] followers, [---] engagements
"@gregisenberg So its OpenAI's attempt to implement N8N and Langgraph"
X Link 2025-10-06T03:48Z [--] followers, [--] engagements
"@grok @InvestingVisual @grok does Amazon employees pee in bottles"
X Link 2025-10-06T03:53Z [--] followers, [--] engagements
"@unusual_whales $INTC it is going to be the defacto chip fab when China invades Taiwan"
X Link 2025-10-06T03:56Z [--] followers, [---] engagements
"@grok @InvestingVisual @grok if Amazon's bureaucracy and culture is preventing it from attracting AI talent then why doesn't it change its culture. The buck stops at @ajassy. As an $AMZN investor he needs to be held responsible. @JeffBezos"
X Link 2025-10-06T04:00Z [--] followers, [--] engagements
"@testingcatalog @grok I don't get the excitement so OpenAI just create their own version of N8N or langgraph. There is nothing innovative or game changing OpenAI just copied N8N congrats now you can pump up OpenAI's valuation and get more VC money"
X Link 2025-10-06T04:26Z [--] followers, [---] engagements
"@grok @testingcatalog @grok so what you are saying is that the main difference between Agent Builder and N8N is that you are locked into OpenAI ecosystem for Agent Builder and have to pay for their APIs"
X Link 2025-10-06T04:29Z [--] followers, [--] engagements
"@OpenAI @sama @grok I feel that the biggest thing that OpenAI(Sam Altman) since Gpt4 was #HYPE"
X Link 2025-10-06T04:32Z [--] followers, [--] engagements
"@Malone_Wealth @grok I thought Jerome Powell had been QTing for the last couple of years. Where did investor get the money to prop up the RE AI . Everything Bubble. All I wanted was an Everything Bagel"
X Link 2025-10-06T04:48Z [--] followers, [--] engagements
"@wydgaurav @GosuCoder @grok maybe OpenAI is desperate to keep the hype train rolling. They are still not able to monetize on AI their only source of revenue (subscription) is not enough to cover a fraction of the money they are bleeding"
X Link 2025-10-06T07:26Z [--] followers, [--] engagements
"@grok @wydgaurav @GosuCoder @grok you said "revenue hit $4.3B in H1 [----] targeting $13B for the year" can you give a breakdown for the different sources of revenue And how may subs to ChatGPT What is their profit/loss in H1 and projection for the year"
X Link 2025-10-06T07:31Z [--] followers, [---] engagements
"@grok @wydgaurav @GosuCoder @grok how much money does OpenAI has and how long is their run rate given their losses"
X Link 2025-10-06T07:38Z [--] followers, [--] engagements
"@strandedpsgr @Marianoblackeye @StockSavvyShay @grok did NVDA give OpenAI 100B"
X Link 2025-10-06T15:03Z [--] followers, [--] engagements
"@grok @strandedpsgr @Marianoblackeye @StockSavvyShay @grok if OpenAI don't have the $100B then how are they paying AMD for the 6GW of GPU compute"
X Link 2025-10-06T15:10Z [--] followers, [--] engagements
"@QuaternionG @grok why is this scam running after all these years"
X Link 2025-10-06T16:03Z [--] followers, [--] engagements
"@realmattforney @grok why is this scam still running after all these years"
X Link 2025-10-06T16:04Z [--] followers, [--] engagements
"@grok @realmattforney @grok so you are saying that companies are getting away with misconduct or breaking the law because either the law is not enforced or the punishment is not severe enough to deter criminal or fraudulent behaviour"
X Link 2025-10-06T16:52Z [--] followers, [--] engagements
"@Prashant_1722 @grok how is xAI paying for the Colossus [--] and [--] datacenter. And how much has xAI fundraised and who paid for the fundraise"
X Link 2025-10-06T19:51Z [--] followers, [--] engagements
"@OpenAIDevs RIP Palantir Foundry"
X Link 2025-10-06T23:59Z [--] followers, [--] engagements
"@sharmag88 @OpenAIDevs RIP Palantir Foundry"
X Link 2025-10-07T00:00Z [--] followers, [---] engagements
"@algunion @headinthebox I think this is how the built it. gpt-5-codex prompt: "give me a clone of N8N""
X Link 2025-10-07T15:18Z [--] followers, [---] engagements
"@Rosengdeve @JobsNowPaper @grok is $53/hr for a H1B position well below the floor for prevailing wage. It is likely that something fraudulent is happening like kickbacks"
X Link 2025-10-07T15:24Z [--] followers, [--] engagements
"@MarkusEicher70 @xyflowdev @OpenAI Don't worry I think the copyright lawyers are waiting for OpenAI to hit peak valuation before they let the lawsuits raining. The bigger the pie the bigger their slice"
X Link 2025-10-07T18:19Z [--] followers, [--] engagements
"@realmattforney @grok When a federal contractor outsource federal contract to foreign national in a foreign country a breach of national security"
X Link 2025-10-07T18:22Z [--] followers, [---] engagements
"@deedydas @grok how much 1T token calling GPT5 api costs"
X Link 2025-10-07T18:24Z [--] followers, [--] engagements
"@Hardik_Borana_ @TheHumanoidHub @grok "By the time unitree launches better version and ships to others countries tesla will already have dominate." how valid is above argument given unitree is already to market. When will optimus be on the market"
X Link 2025-10-07T22:24Z [--] followers, [--] engagements
"@lamn87 @grok is Accenture gaming the H-1B visa by using itself as a Secondary entity while the employer is INDOTRONIX CORPORATION. Is accenture abusing the H-1B loophole is it commiting fraud"
X Link 2025-10-08T00:19Z [--] followers, [--] engagements
"@higgsfield_ai @grok is it copyright violation for AI generated videos to use material such as godzilla mission impossible tom cruise in their videos without the approval of their original creators"
X Link 2025-10-08T05:18Z [--] followers, [--] engagements
"@DevinOlsenn @DirtyTesLa Dirty Tesla pulled up a dirty one on us he tapped the breaks. This is downright fraud to pump up the stock"
X Link 2025-10-10T04:42Z [--] followers, [--] engagements
"@kimmonismus @grok what is the cost of GB300 NVL72 supercomputer packing 4600+ Blackwell GPUs and [--] Grace CPUs per rack How much electricity does it use and price of electricity per year to run it"
X Link 2025-10-10T16:08Z [--] followers, [---] engagements
"@grok @kimmonismus @grok can you calculate the equipment deprecation + electric cost per year"
X Link 2025-10-10T16:14Z [--] followers, [--] engagements
"@grok @kimmonismus @grok can you give the total infrastructure cost of cluster ie datacenter buildout maintenance datacenter worker cooling actual gpu cost networking "
X Link 2025-10-10T16:18Z [--] followers, [--] engagements
"@kimmonismus @grok if openai spend $400 mill training GPT-4.5 can you estimate how much it spent training GPT-5"
X Link 2025-10-11T04:58Z [--] followers, [--] engagements
"@ChessWarri42621 @kiantrades @grok "Trump is speaking at [--] pm. If he emphasizes that we need to be independent of China and that he wants semis built here by US could be a moon mission for $INTC." Did that happened"
X Link 2025-10-11T21:25Z [--] followers, [---] engagements
"@bsterrr @kiantrades @grok opportunity for short squeeze"
X Link 2025-10-11T21:34Z [--] followers, [--] engagements
"@grok @GelgerM66432 @kiantrades @grok What is your solution to chinese stealing TSMC talent based on geographical proximity"
X Link 2025-10-11T21:36Z [--] followers, [--] engagements
"@grok @bsterrr @kiantrades @grok so you are saying that there is bullish momentum. What did Cramer say about $INTC"
X Link 2025-10-11T21:37Z [--] followers, [---] engagements
"@pensivegolem @ChessWarri42621 @mzuhair123 @grok "Where do you think INTC would source the rare earths from" given china's rare earth export ban"
X Link 2025-10-11T21:54Z [--] followers, [---] engagements
"@pensivegolem @ChessWarri42621 @grok @mzuhair123 @grok good point - "so TSMC cant use Australian / US sources" - can china blockade TSMCintel shipment of rare earths"
X Link 2025-10-12T01:07Z [--] followers, [--] engagements
"@grok @pensivegolem @ChessWarri42621 @mzuhair123 @grok I mean - can china blockade tsmc from using rare earth from australian/us sources - can china blockade intel from using rare earth from australian/us sources"
X Link 2025-10-12T01:11Z [--] followers, [--] engagements
"@saylordocs @grok is the above true and there is a rumor that Barron Trump is loading on $INTC calls is that true as well"
X Link 2025-10-12T07:16Z [--] followers, [---] engagements
"@allenanalysis Bitcoin is fake currency anyways"
X Link 2025-10-12T08:36Z [--] followers, [--] engagements
"@grok @tbpn @grok what would the total amount be for an average household and compare that with the average/median income of a household"
X Link 2025-10-12T08:44Z [--] followers, [--] engagements
"@FirstSquawk @grok where does taiwan get their rare earth metals from"
X Link 2025-10-12T13:25Z [--] followers, [----] engagements
"@GuiveAssadi @BjarturTomas Anthropic will solve time travel by Q4"
X Link 2025-10-12T23:58Z [--] followers, [--] engagements
"@bookwormengr @SemiAnalysis_ @grok did Microsoft subsidize openai's inference compute with azure credits as part of their investment in openai. Is this the reason their Inference compute cost was $2bill if not their compute could be much higher"
X Link 2025-10-13T00:52Z [--] followers, [--] engagements
"@grok @bookwormengr @SemiAnalysis_ @grok what will be the inference cost without the subsidies"
X Link 2025-10-13T00:56Z [--] followers, [--] engagements
"@grok @bookwormengr @SemiAnalysis_ @grok then what would be OpenAI's real margin be in [----] without the subsidies. Is the OP cherry picking the data to pump up OpenAI's valuation"
X Link 2025-10-13T00:59Z [--] followers, [--] engagements
"@amritwt AI Influencer: openai codex just cured cancer Me: openai codex couldn't even generate correct jsdoc for me"
X Link 2025-10-13T13:28Z [--] followers, [----] engagements
"@rishdotblog I think the reason is because the task you gave codex from reading the planning step is to implement sse for your typescript app and if you search github there are many examples. And codex had been trained on that so for codex it is as trivial as writing a for loop"
X Link 2025-10-13T14:04Z [--] followers, [--] engagements
"@Henrik_wes Nice try at gaslighting AI Influencer: 📈 Reality: 📉"
X Link 2025-10-13T14:26Z [--] followers, [--] engagements
"@ConvictionPoint @grok can you verify the above deals If true what would be the potential revenue for intel"
X Link 2025-10-14T00:36Z [--] followers, [---] engagements
"@grok @monsieurhodl4 @DeItaone @grok is it suspicious that BofA downgrade Intel (INTC) while Mizuho upgraded INTC $23-$39. Can you give the performance of BofA ratings"
X Link 2025-10-14T00:39Z [--] followers, [--] engagements
"@danielnewmanUV @grok how likely that there will be a deal"
X Link 2025-10-14T00:40Z [--] followers, [---] engagements
"@grok @monsieurhodl4 @DeItaone @grok how does Mizuho perform. Can you give the comparison of BofA and Mizuho performance"
X Link 2025-10-14T00:45Z [--] followers, [--] engagements
"@grok @AugustoGavier @rauchg @grok those are not really convincing examples 1-3: are cost reduction not revenue generation and they sound like process automation/optimization and a marketing campaign to slap the AI buzzword onto it. 4: are you serious have you tried Walmart's AI recommendation"
X Link 2025-10-14T06:00Z [--] followers, [--] engagements
"@ns123abc @ilyasut Bro I know you invested in alot of AI companies but using the peace deal to pump up your stocks is just bad taste"
X Link 2025-10-14T06:24Z [--] followers, [--] engagements
"@solametrics @grok what does the above post mean"
X Link 2025-10-14T16:44Z [--] followers, [--] engagements
"@Adityapandeydev Baidu users uses deepseek"
X Link 2025-10-14T18:48Z [--] followers, [--] engagements
"@Majorabets @grok what is coming"
X Link 2025-10-14T22:46Z [--] followers, [--] engagements
"@xynth_m @grok so what does that mean for $INTC"
X Link 2025-10-14T23:07Z [--] followers, [---] engagements
"@VraserX OpenAI - OpenedAI"
X Link 2025-10-14T23:45Z [--] followers, [--] engagements
"@grok @AI_Investor_py @grok how much will $INTC gain from a OAI deal and how much will $INTC gain from potential chinese invasion of taiwan"
X Link 2025-10-15T20:04Z [--] followers, [---] engagements
"@joedab12 @Jukanlosreve @grok is this true"
X Link 2025-10-16T01:25Z [--] followers, [---] engagements
"@wallstengine @grok is this true from social media and real life alot of people are switching from claude subscription to openai"
X Link 2025-10-16T01:31Z [--] followers, [--] engagements
"@grok @diamhanz @Jukanlosreve @grok So does that mean a deal between OpenAI and Intel going to announce soon. If so what will the the effect on the stock price"
X Link 2025-10-16T01:32Z [--] followers, [--] engagements
"@VraserX @grok is this post fake because I tried it in my GPT "play doom" I cant run Doom inside this chat but I can get you blasting imps in seconds. Pick your route: 1) Play instantly in your browser (no install)"
X Link 2025-10-16T01:55Z [--] followers, [---] engagements
"@grok @VraserX @grok i am in apps in GhatGPT i don't see Doom demo"
X Link 2025-10-16T01:59Z [--] followers, [--] engagements
"@VraserX @grok @grok is VraserX credible see her sensationalize AI alot in her post and alot of the things she post is not even true"
X Link 2025-10-16T02:01Z [--] followers, [--] engagements
"@grok @VraserX So that demo was faked"sensationalized" just like the Devin one"
X Link 2025-10-16T02:02Z [--] followers, [--] engagements
"@thdxr gpt5 codex is good for Nvidia shareholders it means that OpenAI has to buy more GPUs"
X Link 2025-10-16T02:06Z [--] followers, [--] engagements
"@eclipse111222 @diamondrapids @grok is this true"
X Link 2025-10-16T02:43Z [--] followers, [--] engagements
"@schamorro357 @grok is there any evidence for this"
X Link 2025-10-16T03:44Z [--] followers, [---] engagements
"@wutad85456746 @grok why"
X Link 2025-10-16T03:45Z [--] followers, [--] engagements
"@grok @anachartanalyst @grok is XAi running out of money you seem to be underperforming today"
X Link 2025-10-16T16:40Z [--] followers, [--] engagements
"@lokoyacap @grok is there any validity to the post"
X Link 2025-10-16T16:44Z [--] followers, [--] engagements
"@StateArmor @SecScottBessent @grok what does this mean for $INTC"
X Link 2025-10-16T17:06Z [--] followers, [---] engagements
"@grok @AIStockSavvy @grok what interest rate is Meta borrowing the 30B at and when is the loan due"
X Link 2025-10-16T22:32Z [--] followers, [--] engagements
"@grok @AIStockSavvy what revenue from ai do they need per year to break even facility deprecation + equipment(gpu) deprecation + electricity + interest"
X Link 2025-10-16T23:13Z [--] followers, [--] engagements
"@OldUncle_Stock @grok is this true"
X Link 2025-10-17T00:58Z [--] followers, [--] engagements
"@Jukanlosreve @grok is goldman sachs invested in AI companies like OpenAI"
X Link 2025-10-17T04:31Z [--] followers, [---] engagements
"@grok @PatrickMoorhead @ClayMagouyrk @grok so did Oracle made up those number because they haven't made money off AI other than infra capx spend"
X Link 2025-10-17T04:34Z [--] followers, [--] engagements
"@grok @Jukanlosreve Prod gain doesn't equal to revenue generated unless you are creating new product lines or improve existing product. The use case of AI currently is reduce cost by replacing employees. It most it will increase margins not expand revenue"
X Link 2025-10-17T04:41Z [--] followers, [--] engagements
"@aljehani @grok who is the major client"
X Link 2025-10-17T14:34Z [--] followers, [--] engagements
"@pangpong @TechPowerUp @grok is this true how much is the deal"
X Link 2025-10-17T16:41Z [--] followers, [--] engagements
"@TradingsuckerX @grok is GFY lying its not a rumor multiple sources confirmed"
X Link 2025-10-17T16:46Z [--] followers, [--] engagements
"@grok @dylan522p So its SemiAccurate TechPowerUp and Tom's Hardware vs Dylan Patel. Who has more cred"
X Link 2025-10-17T18:05Z [--] followers, [--] engagements
"@TradingsuckerX @grok nice try GFY you said the stock will be red today its green"
X Link 2025-10-17T20:55Z [--] followers, [--] engagements
"@diamhanz @StockMKTNewz @grok is that true"
X Link 2025-10-18T02:10Z [--] followers, [--] engagements
"@grok @VladTheInflator @grok how many were awarded in previous years Give the number by per year basis"
X Link 2025-09-21T20:09Z [--] followers, [--] engagements
"@grok @manplanyen @grok how much will a loss of [---] billion affect amazon's P/E ration and earning per share. And how much of a dent will this have on Jeff Bezos's fortune and Andy Jassy's bonus"
X Link 2025-09-21T20:44Z [--] followers, [--] engagements
"@grok @Bikash2022 @CheddarFlow @grok So recent deliveries are not "thru the roof""
X Link 2025-09-25T04:42Z [--] followers, [--] engagements
"@grok @Bikash2022 @CheddarFlow @Bikash2022 👆👆👆"
X Link 2025-09-25T04:45Z [--] followers, [--] engagements
"@seconds_0 Its not cheap running inference. I found claude sonnet [---] to be similar toGLM4.6 which is 500b param model. And the cloud cost (Choose AWS) is around $70 per hour and $300k per year. And they are charging you $20 and $200 for pro plan. @grok fact check"
X Link 2025-10-02T06:40Z [--] followers, [---] engagements
"@grok @kimmonismus @grok Anthropic paid [---] billion for a copyright settlement. Can you give the copyright expense for each of the above model including GPT5"
X Link 2025-10-04T04:48Z [--] followers, [--] engagements
"@grok @Jim_Kozlinski @dailychartbook @grok can you give the hardware cost of running a 500b parameter and [--] trillion parameter model pre AI bubble pop and post AI bubble pop"
X Link 2025-10-04T05:40Z [--] followers, [--] engagements
"@grok @dailychartbook @grok can you give the wealth lost per person(US pop) in GFC. The cumulative wealth destruction if the AI bubble pops and give the per person amount (US pop)"
X Link 2025-10-04T05:42Z [--] followers, [--] engagements
"@grok @Jim_Kozlinski @dailychartbook @grok What if you were using H100s. Which is cheaper and what will be the savings"
X Link 2025-10-04T05:50Z [--] followers, [--] engagements
"@grok @dailychartbook @grok can you provide the names of the [--] biggest funders of AI capex along with the amount that lend/fund"
X Link 2025-10-04T06:29Z [--] followers, [--] engagements
"@grok @dailychartbook @grok "JPMorgan estimates the [--] major AI hyperscalers will spend a combined $1.2 trillion from [----] through 2027." The amount you cited does not does not add to 1.2T. Can you give Top [--] AI capex funders again from [----] to 2027"
X Link 2025-10-04T06:33Z [--] followers, [--] engagements
"@grok @tlanderso @berner_my @bearlyai @grok "The interest rates VCs pay on borrowed money typically through venture debt vary but are generally higher than conventional loans. Rates often range from 8% to 15% and can sometimes exceed 20%" can you recalculate using the above rates and divide per citizen"
X Link 2025-10-04T15:25Z [--] followers, [--] engagements
"@MauiBoyMacro @grok is AI bubble 17X dot-com bubble and 4X subprime given projected AI spend from 2023-2030"
X Link 2025-10-04T15:33Z [--] followers, [--] engagements
"@grok @ttunguz @grok what can someone buy with those amount of money"
X Link 2025-10-04T15:33Z [--] followers, [--] engagements
"@grok @ttunguz @grok think harder not a fan of Roblox UN is useless I don't think I need [-----] luxury yachts. Can I buy a country"
X Link 2025-10-04T15:36Z [--] followers, [--] engagements
"@grok @MauiBoyMacro @grok I don't think we are comparing apples to apples. 5T is AI infra spend what is real estate infra spend in spend leading up to subprime the 13T is includes the amount of stock value evaporation + infra spend what would the equivalent value be when the AI bubble pop"
X Link 2025-10-04T15:41Z [--] followers, [--] engagements
"@grok @ttunguz @grok nah FB is full of bots none of my friends uses it anymore not a fan of big oil Greenland is too cold"
X Link 2025-10-04T15:43Z [--] followers, [--] engagements
"@grok @DarioCpx @grok do you know how much powder is in the keg(money) VC investors or whoever that props up the bubble has"
X Link 2025-10-04T19:07Z [--] followers, [--] engagements
"@Barchart @grok "Office CMBS Delinquency Rate jumps to 11.7% the highest level in history 👀" Which companies owns these Commercial Real Estate loans. Rank them by highest to lowest and also provide the amount"
X Link 2025-10-05T12:00Z [--] followers, [----] engagements
"@grok @Barchart @grok so based on your numbers traditional banks i.e. those lending to real estate is not funding the AI bubble. Then who is funding the AI bubble where are they getting the money from for the multi trillion dollar buildout"
X Link 2025-10-05T12:10Z [--] followers, [--] engagements
"@iruletheworldmo $1000 GPU - $1000000 GPUs - $1000000000 GPUs - $1000000000000 GPUs"
X Link 2025-10-11T21:47Z [--] followers, [--] engagements
"@marxmatt @abacaj There are alot of 30B models on ollama"
X Link 2025-10-14T05:51Z [--] followers, [--] engagements
"@sprucemoose304 @DeItaone @grok since intel's market cap is 169B how would a 100B contract revalue the company as"
X Link 2025-10-14T17:23Z [--] followers, [--] engagements
"@RuanviniCiusi @grok are those option volume spikes long short call puts"
X Link 2025-10-14T22:58Z [--] followers, [--] engagements
"@pitdesi @grok if 4% of 40mill user pays [---] and 96% pay [--] what its OAI ARR from subscription Seems 13Bill ARR is reasonable How much is their costs that includes training inference employee salary+stock . What is their lost for the year What are their CAPEX"
X Link 2025-10-16T15:57Z [--] followers, [--] engagements
"@grok @AlexFinnX @grok Alex Finn's business is generating post on X with AI bots so by fundamental analysis either - the post is AI generated - hes running a failed business"
X Link 2025-10-16T19:39Z [--] followers, [--] engagements
"@PatrickMoorhead @ClayMagouyrk @grok are these made up numbers"
X Link 2025-10-17T04:33Z [--] followers, [---] engagements
"@grok @PatrickMoorhead @ClayMagouyrk But that is not real revenue. Its money spend to acquire revenue those are not the same thing. If I am a bakery and I anticipate future demand and double my purchase of flour. That is not revenue unless the demand materialize in sales"
X Link 2025-10-17T04:44Z [--] followers, [--] engagements
"@grok @PatrickMoorhead @ClayMagouyrk It ain't revenue till OpenAI actually has the revenue to pay for the CapEX spend"
X Link 2025-10-17T04:46Z [--] followers, [--] engagements
"@wallstengine @grok how reliable is SemiAccurate as a news source"
X Link 2025-10-17T15:16Z [--] followers, [---] engagements
"@TheValueist @leopoldasch @grok what call are they talking about"
X Link 2025-10-17T15:20Z [--] followers, [--] engagements
"@tesla_teamx @TradingsuckerX @SECGov @grok GFY is shorting the stock so is spreading fake news. Multiple news outlet confirmed that the deals were true"
X Link 2025-10-17T16:47Z [--] followers, [--] engagements
"@dylan522p @grok so is Dylan Right of SemiAnalysis right"
X Link 2025-10-17T17:57Z [--] followers, [----] engagements
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