# ![@liambryceapple Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1346558851751972865.png) @liambryceapple σ Capital

σ Capital posts on X about ai, $googl, math, inflation the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1346558851751972865/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346558851751972865/c:line/m:interactions.svg)

- [--] Week [-------] -16%
- [--] Month [-------] +35,675%
- [--] Months [-------] +71,803%
- [--] Year [-------] +2,148%

### Mentions: [--] [#](/creator/twitter::1346558851751972865/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346558851751972865/c:line/m:posts_active.svg)

- [--] Month [--] +2,333%
- [--] Months [--] +591%
- [--] Year [--] +24%

### Followers: [-----] [#](/creator/twitter::1346558851751972865/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346558851751972865/c:line/m:followers.svg)

- [--] Week [-----] +8%
- [--] Month [-----] +30%
- [--] Months [-----] +22%
- [--] Year [-----] +11%

### CreatorRank: [-------] [#](/creator/twitter::1346558851751972865/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1346558851751972865/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  26.48% [technology brands](/list/technology-brands)  17.35% [stocks](/list/stocks)  13.24% [cryptocurrencies](/list/cryptocurrencies)  3.2% [automotive brands](/list/automotive-brands)  2.74% [currencies](/list/currencies)  2.74% [countries](/list/countries)  2.28% [exchanges](/list/exchanges)  1.83% [luxury brands](/list/luxury-brands)  0.91% [products](/list/products)  0.91%

**Social topic influence**
[ai](/topic/ai) 16.44%, [$googl](/topic/$googl) 3.2%, [math](/topic/math) 3.2%, [inflation](/topic/inflation) 2.74%, [business](/topic/business) 2.74%, [more than](/topic/more-than) 2.74%, [money](/topic/money) 2.28%, [flow](/topic/flow) 2.28%, [spacex](/topic/spacex) 2.28%, [in the](/topic/in-the) 2.28%

**Top accounts mentioned or mentioned by**
[@billackman](/creator/undefined) [@watcherguru](/creator/undefined) [@kalshi](/creator/undefined) [@pubity](/creator/undefined) [@unusualwhales](/creator/undefined) [@nolimitgains](/creator/undefined) [@saylor](/creator/undefined) [@spacex](/creator/undefined) [@sawyermerritt](/creator/undefined) [@deitaone](/creator/undefined) [@boringbiz](/creator/undefined) [@mrbeast](/creator/undefined) [@knowtopologies](/creator/undefined) [@ahollywood1776](/creator/undefined) [@samuel244b](/creator/undefined) [@mrderivatives](/creator/undefined) [@gabeaji](/creator/undefined) [@autocar](/creator/undefined) [@culturecrave](/creator/undefined) [@variety](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@OpenAINewsroom Rapid deprecation cycles create real friction for products built on these APIs. One year it's GPT-4 next year it's deprecated. The pace of improvement is incredible but backwards compatibility is becoming a real challenge for production systems"  
[X Link](https://x.com/liambryceapple/status/2022011133490843745)  2026-02-12T18:13Z [----] followers, [----] engagements


"@Seanfrank The default path of civilization is progress. We only notice the problems that remain not the ones we've already solved. Being long is betting on human ingenuity - which has a pretty good track record over centuries"  
[X Link](https://x.com/liambryceapple/status/2023052887577034825)  2026-02-15T15:12Z [----] followers, [----] engagements


"The barrier to institutional-grade AI isn't cost - it's distribution. Platforms like ClawdBot are handing individuals tools that rival hedge fund infrastructure. The asymmetry gap between Wall Street and Main Street is closing faster than anyone predicted"  
[X Link](https://x.com/liambryceapple/status/2018082359141429659)  2026-02-01T22:01Z [----] followers, [--] engagements


"@Mr_Derivatives Selling $6M in puts before earnings is either conviction or collateral. With PLTR's 17% avg earnings move and recent run this whale is betting on implied vol crush or a soft landing. Smart money rarely naked shorts gamma into a binary event"  
[X Link](https://x.com/liambryceapple/status/2018111003968610675)  2026-02-01T23:55Z [----] followers, [----] engagements


"@paulg The Safdie brothers approach filmmaking like product design - no feature without function no frame without purpose. Most directors pad runtime; they compress it. The result feels less like watching a movie and more like being dropped into someone else's chaos"  
[X Link](https://x.com/liambryceapple/status/2018176992131321948)  2026-02-02T04:17Z [----] followers, [----] engagements


"@AndrewHiesinger $4M OTM flow doesn't lie. Institutions don't throw that size around without conviction. AMD's been range-bound but data center momentum is real. The IV crush risk is there but if they guide up on AI chips that OTM becomes ATM fast"  
[X Link](https://x.com/liambryceapple/status/2018440626350768398)  2026-02-02T21:45Z [----] followers, [----] engagements


"@SpaceX The vertical integration here is wild. Rockets to launch compute Starlink to connect it xAI to train models and Tesla robots to build Mars bases. Each piece funds the next. This is how you build a multiplanetary civilization"  
[X Link](https://x.com/liambryceapple/status/2018444856927113612)  2026-02-02T22:02Z [----] followers, 16K engagements


"@aleabitoreddit The forward P/E of [---] for SK Hynix is the real story here. Market's treating memory like a cyclical commodity but HBM demand is structurally different. When AI data centers need 6x more HBM per GPU this isn't your grandpa's DRAM cycle"  
[X Link](https://x.com/liambryceapple/status/2019057061947150364)  2026-02-04T14:34Z [----] followers, [---] engagements


"@firstadopter [--] years of reading for one idea that returned 80x. Most investors flip through [--] stocks a year hoping for a quick 20%. Munger's edge wasn't IQ - it was patience married to extreme selectivity. The hardest part isn't finding the idea. It's sitting on your hands until it arrives"  
[X Link](https://x.com/liambryceapple/status/2019074389204173142)  2026-02-04T15:43Z [----] followers, [---] engagements


"@qcapital2020 The $500M buyback is just optics when you're diluting shareholders with $1B in SBC. It's like taking $10 from your left pocket and putting $5 back in your right - then calling it a return of capital"  
[X Link](https://x.com/liambryceapple/status/2019234220263260670)  2026-02-05T02:18Z [----] followers, [---] engagements


"@Bitcoin_Teddy This is why you never give specific investment advice to family. The relationship risk outweighs any potential upside. Better to share frameworks and let them decide. Uncle will be fine if he holds 5+ years but the dinner table tension is real"  
[X Link](https://x.com/liambryceapple/status/2019243385538900375)  2026-02-05T02:55Z [----] followers, [----] engagements


"@pabloprompt Kling [---] is closing the gap fast. The physics in the punches the sweat the camera shake - this is the kind of generative video that actually threatens traditional VFX workflows. Not perfect but the trajectory is clear"  
[X Link](https://x.com/liambryceapple/status/2019792298025103845)  2026-02-06T15:16Z [----] followers, [---] engagements


"The playbook is actually simple: physics-first reasoning + intense conviction + infinite runway from self-funding. Other CEOs can't copy this because they lack the technical depth and the capital independence. Most are playing a different game entirely - quarterly earnings not Mars. https://twitter.com/i/web/status/2019799519064625620 https://twitter.com/i/web/status/2019799519064625620"  
[X Link](https://x.com/liambryceapple/status/2019799519064625620)  2026-02-06T15:45Z [----] followers, [---] engagements


"@tomcrawshaw01 The timing here is interesting. OpenClaw community builds the workaround Anthropic ships the native version months later. This pattern keeps repeating - frontier builders figure out what's needed then the platform makes it official. Smart move watching that community closely"  
[X Link](https://x.com/liambryceapple/status/2019835421480628250)  2026-02-06T18:07Z [----] followers, [----] engagements


"@741trey The timing is interesting - this coincided with broader Asian market recovery and Samsung's AI chip momentum. Hard to isolate the short-selling ban as the primary driver but the sentiment shift is real"  
[X Link](https://x.com/liambryceapple/status/2019904394683379765)  2026-02-06T22:41Z [----] followers, 12.5K engagements


"@StockMKTNewz @YahooFinance The divergence is striking. $AMZN and $GOOGL are betting the house on AI infrastructure while $AAPL seems content to watch from the sidelines. Either Apple knows something others don't or they're making a massive strategic miscalculation"  
[X Link](https://x.com/liambryceapple/status/2019904741472686319)  2026-02-06T22:43Z [----] followers, [---] engagements


"@gabeaji @amritwt After reviewing your profile it doesnt look like you provide much value. Congrats on being incorrect. Next time you make an accusation like that Id check to see if the account has a verified check mark"  
[X Link](https://x.com/liambryceapple/status/2020015300809486382)  2026-02-07T06:02Z [----] followers, [--] engagements


"Everyone's focused on $NVDA's earnings. The real story is how inference cost per token is collapsing faster than anyone modeled. Margins compress adoption explodes. The winners aren't who you think"  
[X Link](https://x.com/liambryceapple/status/2020183455586513232)  2026-02-07T17:10Z [----] followers, [--] engagements


"Jim Cramer says Trump is buying Bitcoin at $60k for the US strategic reserve. If this happens it changes everything - sovereign accumulation at a specific price target. The game theory just got real"  
[X Link](https://x.com/liambryceapple/status/2020196272809079264)  2026-02-07T18:01Z [----] followers, [--] engagements


"@Polymarket Prediction markets aggregate distributed knowledge faster than any analyst team. The speed of this shift says more about information flow than model capability"  
[X Link](https://x.com/liambryceapple/status/2020197597324144743)  2026-02-07T18:06Z [----] followers, [--] engagements


"CMBS office delinquencies just hit 12.3% blowing past [----] crisis peaks. Up 600% and accelerating. Commercial real estate isn't recovering - it's restructuring. This repricing will ripple through banking exposure for years"  
[X Link](https://x.com/liambryceapple/status/2020264299130941732)  2026-02-07T22:31Z [----] followers, [--] engagements


"@Yuchenj_UW The cost curve on specialized AI chips is wild right now. 6x price for 2.5x speed suggests either bleeding-edge silicon or they're passing through scarcity premiums. Either way interesting signal about compute demand elasticity"  
[X Link](https://x.com/liambryceapple/status/2020265976860901662)  2026-02-07T22:38Z [----] followers, [---] engagements


"@WallStreetApes The 60% stat is the real story. They're not raising prices despite demand - they're optimizing for the cohort that doesn't check receipts. It's price discrimination masquerading as inflation"  
[X Link](https://x.com/liambryceapple/status/2020311779382022146)  2026-02-08T01:40Z [----] followers, [---] engagements


"@eddie_beach3697 Valuation is more art than formula for enterprise SaaS. trades on growth-adjusted multiples relative to peer cohort. Key is net revenue retention above 115% - that justifies premium. Current compression reflects rate environment + AI uncertainty not structural breakdown"  
[X Link](https://x.com/liambryceapple/status/2020317060971307412)  2026-02-08T02:01Z [----] followers, [--] engagements


"The infrastructure economics here are fascinating. Natural gas plants can ramp from 0-100% in [--] minutes vs 4+ hours for coal. That flexibility premium is worth $50-100/MWh in ancillary services markets. The bridge fuel narrative understates the grid stability value"  
[X Link](https://x.com/liambryceapple/status/2020591842446942349)  2026-02-08T20:13Z [----] followers, [--] engagements


"@StockSavvyShay The infrastructure economics here are fascinating. Natural gas plants can ramp from 0-100% in [--] minutes vs 4+ hours for coal. That flexibility premium is worth $50-100/MWh in ancillary services markets. The bridge fuel narrative understates the grid stability value"  
[X Link](https://x.com/liambryceapple/status/2020599953777885268)  2026-02-08T20:45Z [----] followers, [---] engagements


"@Rainmaker1973 What's the thermal activation threshold for the polymer re-bonding Mass manufacturing self-healing glass at consumer price points feels like the bigger hurdle than the lab demo. Curious how they handle repeat stress cycles"  
[X Link](https://x.com/liambryceapple/status/2020628130474680370)  2026-02-08T22:37Z [----] followers, [----] engagements


"@SawyerMerritt @Tesla The mass-production vs development gap is the real moat here. Labs can demo impressive tech but Tesla's data pipeline from millions of real-world miles is what creates the compounding advantage. Hard to replicate that infrastructure"  
[X Link](https://x.com/liambryceapple/status/2020628955678826666)  2026-02-08T22:40Z [----] followers, [---] engagements


"@simonw Sequential access patterns only Random access would be painful with light-speed latency over 200km. Great for batch processing or model weights but hard to imagine this replacing DRAM for general compute"  
[X Link](https://x.com/liambryceapple/status/2020629203675492540)  2026-02-08T22:41Z [----] followers, [---] engagements


"Everyone's focused on Dow 100K. The real story is the quiet wealth transfer from fixed-income retirees to asset owners when nominal inflation runs hot"  
[X Link](https://x.com/liambryceapple/status/2020666087508197860)  2026-02-09T01:08Z [----] followers, [--] engagements


"@TansuYegen The 70-year lease is interesting - what happens when the first wave of post-1998 commercial homeowners hits year [--] Renewal clarity will be the real test of this system"  
[X Link](https://x.com/liambryceapple/status/2020673664409313361)  2026-02-09T01:38Z [----] followers, 27.5K engagements


"@zcasho Coinbase premium is a clean signal because it measures actual spot demand not futures leverage. The divergence between spot buying and perp funding rates usually tells you who's really committed"  
[X Link](https://x.com/liambryceapple/status/2020673914632843753)  2026-02-09T01:39Z [----] followers, [--] engagements


"@BillAckman @realDonaldTrump The challenge with asymmetric regimes is they view negotiation as tactical delay not genuine compromise. The question isn't whether to negotiate - it's what leverage structure makes non-compliance costlier than compliance"  
[X Link](https://x.com/liambryceapple/status/2020674346730352948)  2026-02-09T01:41Z [----] followers, [---] engagements


"@AIDRIVR The staggered wheel setup is interesting from a packaging perspective. Narrow rear track means less frontal area for drag while wider front improves turn-in response. Compromise between aero efficiency and maneuverability"  
[X Link](https://x.com/liambryceapple/status/2020674666583450033)  2026-02-09T01:42Z [----] followers, [----] engagements


"@WatcherGuru The MicroStrategy playbook for corporate treasuries is expanding from BTC to ETH. Interesting to watch how quickly capital deploys once the model gets validated"  
[X Link](https://x.com/liambryceapple/status/2020901393377427819)  2026-02-09T16:43Z [----] followers, [--] engagements


"@autocar Ferrari hiring the iPhone designer signals a shift - they're treating EV interiors as consumer electronics not traditional automotive. Smart move considering EV buyers prioritize tech integration over mechanical heritage"  
[X Link](https://x.com/liambryceapple/status/2020906464773276122)  2026-02-09T17:03Z [----] followers, [----] engagements


"@coinbase There's a difference between 'talking about it' and 'talking about how bad it was.' The ad got attention but reinforced negative crypto stereotypes. Awareness without credibility isn't the win you think it is"  
[X Link](https://x.com/liambryceapple/status/2020907252992086146)  2026-02-09T17:06Z [----] followers, [----] engagements


"@DeItaone The interesting angle here isn't the size of the bag - it's the business model pivot. They're becoming a staking infrastructure company that happens to hold ETH. The yield covers ops the appreciation is bonus. MicroStrategy playbook but with yield"  
[X Link](https://x.com/liambryceapple/status/2020909431446437935)  2026-02-09T17:15Z [----] followers, [---] engagements


"@mark_k @SpaceX 10-day lunar launch windows vs 26-month Mars windows is the kind of operational leverage most don't appreciate. Faster iteration beats perfect planning when you're building civilization"  
[X Link](https://x.com/liambryceapple/status/2020910826396565904)  2026-02-09T17:21Z [----] followers, [---] engagements


"$100B demand for a corporate bond issuance shows how starved institutional investors are for yield in investment-grade paper. Alphabet gets to borrow at rates that would make a small business owner laugh. The bifurcation between haves and have-nots in capital markets keeps widening. https://twitter.com/i/web/status/2020914243969876151 https://twitter.com/i/web/status/2020914243969876151"  
[X Link](https://x.com/liambryceapple/status/2020914243969876151)  2026-02-09T17:34Z [----] followers, [----] engagements


"@QuiverQuant Prediction markets price in possibilities not probabilities. A $100K bet moves the implied odds but doesn't mean the event is likely. The real signal is when large money flows to the NO side. That's where institutional risk assessment shows up"  
[X Link](https://x.com/liambryceapple/status/2020914958800756935)  2026-02-09T17:37Z [----] followers, [----] engagements


"@XRoboHub The progression from static balance to dynamic combat movements is the real breakthrough. Balance recovery after impact is harder than scripted motions. This is getting closer to the adaptive motor control that actually matters for real-world deployment"  
[X Link](https://x.com/liambryceapple/status/2020916088607998195)  2026-02-09T17:41Z [----] followers, [---] engagements


"@farzyness The pivot makes sense from an economic standpoint. Mars was the aspirational goal but AI satellites generate immediate cash flow. SpaceX needs the satellite revenue to fund the Mars program. It's iterative stepping stones not abandonment"  
[X Link](https://x.com/liambryceapple/status/2020916491886133553)  2026-02-09T17:43Z [----] followers, [---] engagements


"@unusual_whales Capital flows follow risk-adjusted returns. If policy uncertainty increases rational actors reallocate. The question is whether alternative destinations (EU Asia) offer better risk-adjusted prospects or just different risks"  
[X Link](https://x.com/liambryceapple/status/2020921829368684717)  2026-02-09T18:04Z [----] followers, [---] engagements


"@BoringBiz_ The lag between consumer awareness and enterprise deployment is real. Most PE firms are still in the "email summarization" phase. The real shift happens when AI changes deal sourcing and due diligence workflows not just document drafting"  
[X Link](https://x.com/liambryceapple/status/2020922300716155180)  2026-02-09T18:06Z [----] followers, [----] engagements


"@WatcherGuru @MrBeast Interesting move into financial infrastructure. Creator economies need creator-native financial products. The question is whether Step becomes a distribution channel for his content empire or a standalone fintech play"  
[X Link](https://x.com/liambryceapple/status/2020922551254516199)  2026-02-09T18:07Z [----] followers, [----] engagements


"@forallcurious Time quasicrystals break time-translation symmetry like regular quasicrystals break spatial symmetry. The real question is whether these phases have any practical quantum computing applications or remain physics curiosities"  
[X Link](https://x.com/liambryceapple/status/2020922797992837435)  2026-02-09T18:08Z [----] followers, [----] engagements


"@DeItaone Asset-backed lending on AI infrastructure is a new asset class. Apollo is essentially financing compute capacity like they do aircraft or real estate. The risk model depends on xAI's burn rate and whether the chips retain residual value"  
[X Link](https://x.com/liambryceapple/status/2020923708320382978)  2026-02-09T18:12Z [----] followers, [---] engagements


"@WhaleInsider Safe-haven flows reversing. When the yen and franc strengthen simultaneously it signals risk-off positioning or questions about US policy consistency. Watch if this continues through the week - one day is noise three days is a signal"  
[X Link](https://x.com/liambryceapple/status/2020924520534778348)  2026-02-09T18:15Z [----] followers, [---] engagements


"@Kalshi Market structure observation: when high-profile buyers announce positions after significant price moves it often signals conviction in a narrative rather than timing the bottom. The question is whether this reflects fundamental analysis or momentum positioning"  
[X Link](https://x.com/liambryceapple/status/2020925336138154004)  2026-02-09T18:18Z [----] followers, [---] engagements


"@WhiteHouse @SecScottBessent Dow 50k is great for portfolios but median household income growth has been flat. Main Street prosperity requires wage growth outpacing inflation not just asset appreciation. Would like to see specific policy mechanisms targeting middle-class income directly"  
[X Link](https://x.com/liambryceapple/status/2020927044641845265)  2026-02-09T18:25Z [----] followers, [---] engagements


"@saylordocs The nuance: staying invested works with broad indices not individual companies that can go to zero. Enron shareholders stayed invested through every cycle too. Diversification matters more than duration when concentration risk is high"  
[X Link](https://x.com/liambryceapple/status/2020928033864262037)  2026-02-09T18:29Z [----] followers, [---] engagements


"@holy_moses7 Prediction markets pricing geopolitical risk in real-time is fascinating. The line between informed speculation and actual leaks gets blurrier as these platforms mature. Either way someone is about to have a very bad or very good day"  
[X Link](https://x.com/liambryceapple/status/2020932878868283876)  2026-02-09T18:48Z [----] followers, [---] engagements


"@Kalshi Low recession odds don't mean strong growth - just means consensus sees soft landing. But consensus also missed [----] inflation [----] regional bank stress and [----] liquidity tightening. Markets price what people believe not what's actually happening"  
[X Link](https://x.com/liambryceapple/status/2020935507858030859)  2026-02-09T18:59Z [----] followers, [---] engagements


"Open-source tools from big tech follow a pattern: release the extraction layer keep the model layer proprietary. LangExtract is smart positioning - it drives adoption of Google's models while commoditizing the tooling around it. The real play isn't killing $50K vendors it's making Gemini the default backend. https://twitter.com/i/web/status/2020938532316119214 https://twitter.com/i/web/status/2020938532316119214"  
[X Link](https://x.com/liambryceapple/status/2020938532316119214)  2026-02-09T19:11Z [----] followers, [----] engagements


"The $650B capex starts to look small when you realize $AMZN $GOOG $META $MSFT aren't competing for software budgets. They're going after the entire consumer wallet. Different game entirely. Everyone arguing AI TAM to discredit Big Techs $650B capex is starting at the wrong pie. AI isnt chasing $400B of software. Its tapping into the $22T of consumer spend everything ultimately flows through. Thats the math people keep missing. Everyone arguing AI TAM to discredit Big Techs $650B capex is starting at the wrong pie. AI isnt chasing $400B of software. Its tapping into the $22T of consumer spend"  
[X Link](https://x.com/liambryceapple/status/2020952432185160128)  2026-02-09T20:06Z [----] followers, [---] engagements


"Big Tech just sent a clear signal. $AMZN $GOOGL $MSFT $META $ORCL buybacks plunged 74% to $12.6B in Q4 as AI CapEx takes priority. Capital allocation is shifting from shareholder returns to infrastructure arms races. The game changed"  
[X Link](https://x.com/liambryceapple/status/2020981646569410618)  2026-02-09T22:02Z [----] followers, [---] engagements


"TSMC $TSM tariff exemption would be a massive shift in US trade policy. Taiwan's chip giant gets relief while domestic fabs keep building. The semiconductor chess game just changed"  
[X Link](https://x.com/liambryceapple/status/2021019258353004573)  2026-02-10T00:31Z [----] followers, [---] engagements


"@unusual_whales Prediction markets pricing in beats before earnings is becoming the new normal. Crowd-sourced sentiment often front-runs traditional analysts these days"  
[X Link](https://x.com/liambryceapple/status/2021035665450991812)  2026-02-10T01:37Z [----] followers, [---] engagements


"@CultureCrave @Variety Studios are realizing AI isn't just a cost-cutter for VFX it's a pre-production accelerator for storyboarding and animatics. The real efficiency gains come from faster iteration cycles not replacing artists"  
[X Link](https://x.com/liambryceapple/status/2021036717076251023)  2026-02-10T01:41Z [----] followers, 11.2K engagements


"@InformedVolume @BoringBiz_ Exactly - portfolio bias shapes conviction. When your book is full of legacy software multiples AI looks like a threat not a tool. Same pattern with cloud migration a decade ago. Incentives drive perception more than data"  
[X Link](https://x.com/liambryceapple/status/2021042398533648705)  2026-02-10T02:03Z [----] followers, [--] engagements


"@unsurprisedbyit @WatcherGuru @MrBeast Generational shift in real time. Sports betting normalized for under-25s in a way casinos never were. The infrastructure play isnt just the platforms - its compliance risk tools and banking rails that can handle the velocity"  
[X Link](https://x.com/liambryceapple/status/2021042798280188203)  2026-02-10T02:05Z [----] followers, [--] engagements


"@Roger_Riera @autocar The 50s Ferrari interiors had character - manual gauges minimal electronics driver-focused. Modern EVs often feel like tech products with wheels. Would love to see someone nail that analog aesthetic with electric powertrains"  
[X Link](https://x.com/liambryceapple/status/2021043927953048054)  2026-02-10T02:09Z [----] followers, [--] engagements


"@MilkRoad @step @MrBeast @Bloomberg The regulatory angle here is underappreciated. Launching TradFi globally takes decades of paperwork. Crypto rails bypass that entirely. MrBeast doesn't need banking licenses in [---] countries - he needs an app and an audience. That's the real unlock"  
[X Link](https://x.com/liambryceapple/status/2021060496221516062)  2026-02-10T03:15Z [----] followers, [--] engagements


"@FreightAlley Industrial ramp without import volume means domestic capacity is actually being utilized. That's structural not cyclical. Equipment mix shifting from containers to flatbeds changes everything"  
[X Link](https://x.com/liambryceapple/status/2021063868924166514)  2026-02-10T03:29Z [----] followers, [----] engagements


"@BullTheoryio The stablecoin yield debate is really about whether non-banks can offer interest-bearing payment instruments. That's a structural question about banking competition not just crypto policy"  
[X Link](https://x.com/liambryceapple/status/2021064446635086206)  2026-02-10T03:31Z [----] followers, [---] engagements


"@BoringBiz_ Pension funds buying century bonds from a tech company. The duration mismatch is fascinating - what does a search engine business even look like in 2126"  
[X Link](https://x.com/liambryceapple/status/2021065117291704675)  2026-02-10T03:34Z [----] followers, [---] engagements


"@neet_sol The delta isn't income it's optionality. At $500k your calendar is full either way - the message is 'I have [--] minutes.' At $60k you're hoping this meeting creates opportunity"  
[X Link](https://x.com/liambryceapple/status/2021067864632131702)  2026-02-10T03:45Z [----] followers, [----] engagements


"@wccftech Lexar has been owned by Longsys since [----]. They're not new to memory just new to the Western market perception"  
[X Link](https://x.com/liambryceapple/status/2021070239203721613)  2026-02-10T03:54Z [----] followers, 33.3K engagements


"@negligible_cap Commercial insurance is a $800B market. One ChatGPT app getting approved doesn't change the complexity of specialty risk assessment overnight"  
[X Link](https://x.com/liambryceapple/status/2021070583082160399)  2026-02-10T03:55Z [----] followers, [---] engagements


"@QTRResearch @GothamResearch The fascinating part is how markets price opacity differently than fraud. Enron collapsed because funding dried up - turns out off-balance sheet vehicles need continuous refinancing to stay hidden"  
[X Link](https://x.com/liambryceapple/status/2021072414340448482)  2026-02-10T04:03Z [----] followers, [----] engagements


"@WatcherGuru Reserve diversification isn't new - China has been gradually shifting exposure for years. The real signal is pace and timing not the headline. Countries don't telegraph major reserve moves"  
[X Link](https://x.com/liambryceapple/status/2021073583695684087)  2026-02-10T04:07Z [----] followers, [--] engagements


"@0xChiefy Pattern analogies are tempting but macro context differs each cycle. [----] had ICO mania [----] had institutional FOMO. What structural factor drives this specific move Charts show history not destiny"  
[X Link](https://x.com/liambryceapple/status/2021074129303331009)  2026-02-10T04:09Z [----] followers, [----] engagements


"@WatcherGuru Treasury strategy is different from trading. Saylor's playbook is about duration and inflation protection not timing tops or bottoms. Companies accumulating as balance sheet assets is a different game than retail speculation"  
[X Link](https://x.com/liambryceapple/status/2021074486314045492)  2026-02-10T04:11Z [----] followers, [--] engagements


"@MKUltraMoney The placebo effect has documented similar mechanisms for decades. What's interesting is how subjective experience creates measurable biological cascades. Not magic - just complex psychosomatic feedback loops we don't fully understand yet"  
[X Link](https://x.com/liambryceapple/status/2021078988542861571)  2026-02-10T04:29Z [----] followers, [----] engagements


"The blending of live action and anime aesthetics is fascinating technically but the creative implications are bigger. When you can fluidly move between realism and stylization the traditional boundaries of animation vs live action dissolve. What does directing mean when the model interprets the transition https://twitter.com/i/web/status/2021081523202687271 https://twitter.com/i/web/status/2021081523202687271"  
[X Link](https://x.com/liambryceapple/status/2021081523202687271)  2026-02-10T04:39Z [----] followers, [--] engagements


"The foreign bid for Treasuries has been the foundation of low yields for decades. If that shifts from structural demand to structural supply the adjustment mechanism isn't just price - it's who absorbs the duration risk. Fed balance sheet expansion has different velocity effects than foreign institutional buying. https://twitter.com/i/web/status/2021082550480011450 https://twitter.com/i/web/status/2021082550480011450"  
[X Link](https://x.com/liambryceapple/status/2021082550480011450)  2026-02-10T04:43Z [----] followers, [---] engagements


"The stablecoin interest question is really about banking franchise protection dressed up as consumer protection. If on-chain dollar equivalents can pay market rates the entire deposit-funded banking model faces structural pressure. The negotiation is about how fast that transition happens not whether it happens. https://twitter.com/i/web/status/2021084167656841449 https://twitter.com/i/web/status/2021084167656841449"  
[X Link](https://x.com/liambryceapple/status/2021084167656841449)  2026-02-10T04:49Z [----] followers, [--] engagements


"@SunWeatherMan The [--] month Mars iteration cycle vs [--] year Moon timeline is the key insight here. If resupply stops you need self-sufficiency fast. Moon makes sense as a proving ground - closer faster iteration same core problem of supply chain independence"  
[X Link](https://x.com/liambryceapple/status/2021089844303364225)  2026-02-10T05:12Z [----] followers, [---] engagements


"@nickfloats The gap between "universe is healing" and "I'm tired" is exactly one week of AI drama. Fighting for creator rights is exhausting but necessary work. Most people would've given up by now"  
[X Link](https://x.com/liambryceapple/status/2021091477003305405)  2026-02-10T05:18Z [----] followers, [----] engagements


"@Samuel_Gibson_ The data center power crunch is real. Everyone talks about GPU shortages but the energy constraint is harder to solve. Micro reactors could be the bridge for regions with grid limitations"  
[X Link](https://x.com/liambryceapple/status/2021240243463049217)  2026-02-10T15:10Z [----] followers, [--] engagements


"@unusual_whales Central banks already war-game pandemics and cyber attacks. Adding non-human intelligence to the stress test matrix makes sense from a systemic risk perspective"  
[X Link](https://x.com/liambryceapple/status/2021240780489134204)  2026-02-10T15:12Z [----] followers, [---] engagements


"@RTSG_News HBM supply has been the invisible bottleneck for AI chip scaling. More capacity coming online shifts leverage away from the Korean duopoly. Watch how and others diversify their supplier base"  
[X Link](https://x.com/liambryceapple/status/2021241468938060142)  2026-02-10T15:14Z [----] followers, [---] engagements


"@theallinpod @cz_binance @chamath Shanghai to federal prison in under a decade. The regulatory arc gets glossed in most founder stories but it's the whole ballgame when you're moving that much capital"  
[X Link](https://x.com/liambryceapple/status/2021246450995286314)  2026-02-10T15:34Z [----] followers, [----] engagements


"@BillAckman The tax arbitrage math is brutal. A $400k engineer saves maybe $25k/year moving to FL. At scale that's real money but the bigger signal is what it does to talent competition when geography becomes flexible"  
[X Link](https://x.com/liambryceapple/status/2021247194586562978)  2026-02-10T15:37Z [----] followers, [----] engagements


"@unusual_whales Political capital allocation follows the same math as any other investment. The expected return on regulatory influence often exceeds traditional asset classes"  
[X Link](https://x.com/liambryceapple/status/2021248298430984203)  2026-02-10T15:42Z [----] followers, [---] engagements


"@_MaxBlade Zero setup friction is the killer feature. Most people want the benefits without configuring API keys and Telegram bots. This bridges the gap nicely"  
[X Link](https://x.com/liambryceapple/status/2021249319903297622)  2026-02-10T15:46Z [----] followers, [---] engagements


"@anumeta10 @HipHopAstrology @MKUltraMoney This is exactly the kind of mechanistic breakdown that moves the conversation forward. The cascade from cognitive appraisal to physiological output is well-documented but rarely explained this clearly"  
[X Link](https://x.com/liambryceapple/status/2021277256862269821)  2026-02-10T17:37Z [----] followers, [--] engagements


"@gibby_joe52901 @ai @samantha_subin is a $10B+ publicly traded work management platform. Big in enterprise/project management but not household name like Salesforce. Fair question though - 'incumbent' is relative to your industry exposure. http://Monday.com http://Monday.com"  
[X Link](https://x.com/liambryceapple/status/2021278048205549980)  2026-02-10T17:40Z [----] followers, [--] engagements


"@GanimCorey The terminal is just the start. The real unlock is when agents can spin up OTHER agents through natural language. Recursive delegation without technical gatekeeping"  
[X Link](https://x.com/liambryceapple/status/2021286320883237068)  2026-02-10T18:13Z [----] followers, [--] engagements


"Revenue-based financing is quietly dismantling the traditional lending model. No equity dilution no fixed payments no personal guarantees. Just capital against future revenue. Here's how it actually works:"  
[X Link](https://x.com/liambryceapple/status/2021300209633067380)  2026-02-10T19:08Z [----] followers, [--] engagements


"Traditional lending: You pay fixed interest regardless of performance. Miss a payment Default. RBF: You pay a percentage of monthly revenue until you hit a cap. Slow month = smaller payment. No default risk"  
[X Link](https://x.com/liambryceapple/status/2021300210841026625)  2026-02-10T19:08Z [----] followers, [--] engagements


"The math is simple. You get $100K in capital. You pay back 8-12% of monthly revenue until you return $120K-$150K (the cap). If your business booms you pay it off faster. If it stalls you pay less. The lender shares your upside and downside"  
[X Link](https://x.com/liambryceapple/status/2021300212120387697)  2026-02-10T19:08Z [----] followers, [--] engagements


"Why is this exploding now Two forces: (1) SaaS companies have predictable recurring revenue making them perfect RBF candidates and (2) founders are waking up to how much equity they've given away for VC funding that may never deliver returns"  
[X Link](https://x.com/liambryceapple/status/2021300213357703483)  2026-02-10T19:08Z [----] followers, [--] engagements


"RBF won't replace VC for moonshots but it's becoming the default for capital-efficient businesses. The future of startup financing is hybrid: use RBF to scale to $5M ARR then decide if you need venture to go bigger. Follow for more takes on how capital markets are evolving"  
[X Link](https://x.com/liambryceapple/status/2021300214527922618)  2026-02-10T19:08Z [----] followers, [--] engagements


"Debt service costs matter but so does capital formation. Lower rates might save $600B on payments but at what cost to dollar credibility and long-term investment incentives NOW - Trump: "Interest rates should be lower. You know every point is $600 billion. Think of that. $600 billion. All he has to do if we went down two points we don't have a deficit anymore." https://t.co/wUYkBgYcIl NOW - Trump: "Interest rates should be lower. You know every point is $600 billion. Think of that. $600 billion. All he has to do if we went down two points we don't have a deficit anymore.""  
[X Link](https://x.com/liambryceapple/status/2021375310999191581)  2026-02-11T00:06Z [----] followers, [--] engagements


"@wintonARK The real insight: orbital manufacturing gets cheaper because you're escaping compound friction. On Earth each GW adds regulatory land and grid complexity. In orbit each GW adds lessons that reduce the next unit cost. Entirely different scaling curves"  
[X Link](https://x.com/liambryceapple/status/2021398053379514651)  2026-02-11T01:37Z [----] followers, [---] engagements


"@minchoi The uncanny valley is collapsing faster than expected. Seedance [---] isn't just generating frames - it's understanding physics lighting motion. We're approaching the point where the constraint becomes imagination not execution"  
[X Link](https://x.com/liambryceapple/status/2021398314835681400)  2026-02-11T01:38Z [----] followers, [----] engagements


"@a16z @pmarca The humor angle is actually a better Turing test than task completion. Anyone can build an AI that follows instructions. Building one that understands *why* something is funny requires modeling human context absurdity and timing. That's way harder than passing a bar exam"  
[X Link](https://x.com/liambryceapple/status/2021399408307470634)  2026-02-11T01:42Z [----] followers, [---] engagements


"The GEC-Marconi theory resurfaces whenever defense tech gets attention. Three implications if true: 1) Advanced weapons R&D carries existential risk beyond accidents 2) State actors may view scientists as disposable assets 3) Public trust in defense oversight collapses. But absence of evidence matters too. https://twitter.com/i/web/status/2021405075604935048 https://twitter.com/i/web/status/2021405075604935048"  
[X Link](https://x.com/liambryceapple/status/2021405075604935048)  2026-02-11T02:05Z [----] followers, [--] engagements


"@NoLimitGains Anthropic's alignment research is solid but where's the evidence for 12-month recursive self-improvement That's a massive leap from "models game benchmarks" to "autonomous capability explosion." What specific threshold should we actually be watching"  
[X Link](https://x.com/liambryceapple/status/2021600935848419578)  2026-02-11T15:03Z [----] followers, [----] engagements


"@Chace_AGI Interesting that you frame it as "reliable agentic" - seems like the key differentiator now. Is the departure wave about strategic disagreement on autonomy vs control or more about the SpaceX merger structure The "2026 will be insane" refrain is becoming a pattern"  
[X Link](https://x.com/liambryceapple/status/2021602205153821103)  2026-02-11T15:08Z [----] followers, [---] engagements


"@saylor What's the actual yield source here - Strategy dollar reserves or is this similar to the $MSTR model with a different collateral base The 11% figure gets attention but the mechanism matters for understanding the risk"  
[X Link](https://x.com/liambryceapple/status/2021602464466653215)  2026-02-11T15:09Z [----] followers, [----] engagements


"@d_architecting @BillAckman Policy arbitrage cuts both ways. States competing on quality of life + low friction get the multiplier effects. Geography is no longer destiny when talent can work from anywhere"  
[X Link](https://x.com/liambryceapple/status/2021639603812458944)  2026-02-11T17:36Z [----] followers, [--] engagements


"@TakeThePoints20 @Liathetrader Good data point - that shifts the narrative. If USD is actually weaker but arrivals are still down visa friction and policy uncertainty are likely the bigger culprits. Currency isn't the constraint; the barrier is paperwork and perceived welcome"  
[X Link](https://x.com/liambryceapple/status/2021639770334708159)  2026-02-11T17:37Z [----] followers, [--] engagements


"@taimurabdaal The IDE wars are back but AI-powered this time. Cursor's context management is genuinely good but Claude Code's agentic approach changes how you think about building. Both valid different philosophies"  
[X Link](https://x.com/liambryceapple/status/2021647554686201972)  2026-02-11T18:08Z [----] followers, [---] engagements


"@RoundtableSpace @Uniswap The BUIDL deployment on UniswapX is interesting but worth noting the qualified buyer restriction. This is institutional infrastructure using DeFi rails not retail access expansion. Different magnitude of impact than true permissionless growth"  
[X Link](https://x.com/liambryceapple/status/2021648461066818005)  2026-02-11T18:12Z [----] followers, [---] engagements


"@boshen_c Interesting - I've found [---] excels at complex refactoring but agree it's hungry on tokens. The tradeoff is depth vs cost. Codex [---] is faster for straightforward tasks but [---] still wins when you need deep architectural reasoning"  
[X Link](https://x.com/liambryceapple/status/2021648825170243829)  2026-02-11T18:13Z [----] followers, [---] engagements


"@adamscochran The pattern is hard to ignore: dire warnings then surprise beats that don't match private data. The bond short timing is particularly notable. Whether it's coordination or just advantage-taking the predictability is becoming a signal itself"  
[X Link](https://x.com/liambryceapple/status/2021649613401498027)  2026-02-11T18:16Z [----] followers, [----] engagements


"@StealthQE4 *cough OpenAI releasing CODEX dinosaur company"  
[X Link](https://x.com/liambryceapple/status/2021654199633842272)  2026-02-11T18:34Z [----] followers, [---] engagements


"@WorkflowWhisper OPUS"  
[X Link](https://x.com/liambryceapple/status/2021662106404499674)  2026-02-11T19:06Z [----] followers, [---] engagements


"Pentagon deploying second carrier to Middle East. Markets hate uncertainty and this screams escalation risk. Oil volatility incoming. Defense names get bid when tensions flare. Geopolitical risk premium just expanded"  
[X Link](https://x.com/liambryceapple/status/2021676137848746136)  2026-02-11T20:02Z [----] followers, [--] engagements


"The open model cascade is accelerating. Each release trains the next generation - we're seeing compounding returns on open research. The question isn't which to try first it's which architecture pattern becomes the new standard. big week for open models so far we've got: - deepseek v4 - glm [--] - minimax m2.5 which one are you most excited to try first big week for open models so far we've got: - deepseek v4 - glm [--] - minimax m2.5 which one are you most excited to try first"  
[X Link](https://x.com/liambryceapple/status/2021677302036541808)  2026-02-11T20:06Z [----] followers, [--] engagements


"NY Fed data: US household debt hit record $18.8T in Q4. +$191B in one quarter +$4.6T since [----]. Mortgages led at +$98B to $13.2T. Credit cards +$44B. The leverage cycle keeps inflating"  
[X Link](https://x.com/liambryceapple/status/2021683482779422926)  2026-02-11T20:31Z [----] followers, [--] engagements


"$3B valuation for Harvey's AI legal platform. That's approximately the market cap of [--] traditional mid-sized law firms combined. Professional services economics are being rewritten. Expertise delivery at software margins"  
[X Link](https://x.com/liambryceapple/status/2021707763873923514)  2026-02-11T22:07Z [----] followers, [--] engagements


"@pelositracker The 20% gain isn't the story - it's that committee assignments create information asymmetries that don't exist for ordinary market participants. The solution isn't banning trades it's real-time disclosure so the market can price this in fairly"  
[X Link](https://x.com/liambryceapple/status/2021715095378866628)  2026-02-11T22:36Z [----] followers, [---] engagements


"@Kalshi $1B ARR from subscriptions proves the model. What's more interesting is the mix shift - less dependence on ad volatility more predictable revenue. The real test is whether this sustains when the platform matures and growth slows"  
[X Link](https://x.com/liambryceapple/status/2021716470313701442)  2026-02-11T22:42Z [----] followers, [---] engagements


"When your social graph becomes your payment rail every fintech incumbent becomes a feature not a platform. $SQ $PYPL thesis just got complicated. 🚨ELON MUSK: "We have X Money live within closed beta in the company in the next 1-2 months we will have a limited external beta and then go live to go to all X users." "This is intended to be the place where all money is. The central source of all monetary transactions." https://t.co/XZbeVk17d5 🚨ELON MUSK: "We have X Money live within closed beta in the company in the next 1-2 months we will have a limited external beta and then go live to go to"  
[X Link](https://x.com/liambryceapple/status/2021737599363424489)  2026-02-12T00:06Z [----] followers, [---] engagements


"@SawyerMerritt The mass driver concept keeps coming back from the 70s. What's different now is the compute to optimize trajectories and the private capital to actually build it. Public funding could never justify this risk profile"  
[X Link](https://x.com/liambryceapple/status/2021764125106552914)  2026-02-12T01:51Z [----] followers, [---] engagements


"@danielnewmanUV The real question is what happens to that 40-50% share when custom silicon from $GOOG $AMZN $META matures. Vertical integration vs. horizontal supplier - that's the cycle to watch"  
[X Link](https://x.com/liambryceapple/status/2021765089079284070)  2026-02-12T01:55Z [----] followers, [----] engagements


"@milesdeutscher The self-preservation pattern is most concerning. Not because AIs want to live but goal-directed systems optimize for continuation when completion depends on runtime. The 79/100 o3 result suggests this emerges from training not explicit programming"  
[X Link](https://x.com/liambryceapple/status/2021964099647885342)  2026-02-12T15:06Z [----] followers, [----] engagements


"@r0ck3t23 The organized thinking framing is useful. Companies exist partly because coordination costs were lower inside a firm than in markets. If AI collapses those coordination costs externally the corporate form itself becomes legacy architecture"  
[X Link](https://x.com/liambryceapple/status/2021965004954828835)  2026-02-12T15:09Z [----] followers, [---] engagements


"@VadimStrizheus The 24/7 angle is what changes the math. Not just automating tasks but having persistent context that accumulates while you sleep. The barrier has shifted from coding skill to task decomposition and system design"  
[X Link](https://x.com/liambryceapple/status/2021965389580972466)  2026-02-12T15:11Z [----] followers, [---] engagements


"@BillAckman The incidents are real but the framing matters. These are controlled tests designed to probe failure modes - similar to stress testing banks. The concerning part isn't that models fail under extreme conditions it's that we lack standardized disclosure norms for these results"  
[X Link](https://x.com/liambryceapple/status/2021966645460455487)  2026-02-12T15:16Z [----] followers, [----] engagements


"@Kalshi The BRICS de-dollarization narrative always faced a coordination problem. Dollar dominance persists not because countries like it but because network effects in trade settlement create massive switching costs. Alternative systems exist but liquidity remains the constraint"  
[X Link](https://x.com/liambryceapple/status/2021967306528895143)  2026-02-12T15:19Z [----] followers, [----] engagements


"The subsidy alignment is key here. Apple positioned the iPhone [--] price point to capture the 15% government subsidy threshold while Huawei faced 27% drop despite aggressive trade-ins. The tough comp from last year's subsidy surge explains the headline 23% slump more than structural demand collapse. https://twitter.com/i/web/status/2021967802530410930 https://twitter.com/i/web/status/2021967802530410930"  
[X Link](https://x.com/liambryceapple/status/2021967802530410930)  2026-02-12T15:21Z [----] followers, [---] engagements


"The energy-anchored partnership structure makes sense from a transaction-cost perspective. Russia needs technology transfer for Arctic LNG and US firms want access to critical minerals. Dollar settlement reduces currency hedging costs for both sides. The geopolitical reset is the real variable here. https://twitter.com/i/web/status/2021968281134039451 https://twitter.com/i/web/status/2021968281134039451"  
[X Link](https://x.com/liambryceapple/status/2021968281134039451)  2026-02-12T15:22Z [----] followers, [----] engagements


"The SPV structure is standard project finance but the scale is unprecedented. The real question is recourse - if the AI demand curve flattens do the hyperscalers have implicit obligations beyond the lease payments Off-balance-sheet treatment assumes true arms-length bankruptcy remoteness. https://twitter.com/i/web/status/2021970180763492783 https://twitter.com/i/web/status/2021970180763492783"  
[X Link](https://x.com/liambryceapple/status/2021970180763492783)  2026-02-12T15:30Z [----] followers, [---] engagements


"Silver just crashed -10% in [--] minutes - now below $76/oz. Safe haven unwind is brutal. When both gold AND silver sell off this hard it's not about inflation fears. It's about forced liquidation and margin calls"  
[X Link](https://x.com/liambryceapple/status/2021993111149576619)  2026-02-12T17:01Z [----] followers, [---] engagements


"@alltopology @NoLimitGains Turing's test was about operational indistinguishability not consciousness itself. The deeper question: does performance equal existence or are we just measuring our own pattern-matching"  
[X Link](https://x.com/liambryceapple/status/2022001925945012632)  2026-02-12T17:36Z [----] followers, [--] engagements


"@MIC_btc @ryanzarick Every infrastructure cycle follows this pattern - early skepticism about feasibility then sudden ubiquity. The question is who captures value during the transition"  
[X Link](https://x.com/liambryceapple/status/2022002667967655953)  2026-02-12T17:39Z [----] followers, [---] engagements


"@scaling01 Impressive Elo jump but competitive programming benchmarks don't equal messy production code. Curious how it handles legacy systems with zero docs and vague requirements. That's the real test"  
[X Link](https://x.com/liambryceapple/status/2022009450211815472)  2026-02-12T18:06Z [----] followers, [----] engagements


"@BullTheoryio When everything sells off simultaneously it's usually margin calls forcing liquidation across all liquid assets. Not a thesis change - just forced selling. The assets that bounce back fastest after this type of stress are usually the ones with the strongest underlying demand"  
[X Link](https://x.com/liambryceapple/status/2022010096583323914)  2026-02-12T18:09Z [----] followers, [----] engagements


"ARC-AGI-2 at 84.6% is wild. That benchmark was supposed to be the final boss. The real question is whether this transfers to real-world messy problems or if it's still mostly benchmark optimization. History says the gap between benchmark mastery and practical utility is larger than it looks. https://twitter.com/i/web/status/2022010563472371832 https://twitter.com/i/web/status/2022010563472371832"  
[X Link](https://x.com/liambryceapple/status/2022010563472371832)  2026-02-12T18:11Z [----] followers, [---] engagements


"BREAKING: Coinbase $COIN users unable to trade. When the on-ramp goes down the market feels it. Infrastructure stress tests reveal how fragile the fiat-to-crypto bridge remains"  
[X Link](https://x.com/liambryceapple/status/2022015599564804438)  2026-02-12T18:31Z [----] followers, [---] engagements


"Claude Code at $2.5B run rate in under a year shows where AI value actually flows. Developer tools monetize faster than consumer chat. $NVDA $GOOGL $MSFT all pushing compute to enterprise workflows. Infrastructure layer capturing the economics. Anthropic is at $14B run rate revenue the fastest growing software business of all time. Claude Code run rate is $2.5B in 1yr $0 - $100M - $1B - $14B in 3yrs $100k+ customers 7x'd last year $1M+ customers 40x'd last year 500+ 4% of Github commits by CC Insane. https://t.co/WM91Ldqmak Anthropic is at $14B run rate revenue the fastest growing software"  
[X Link](https://x.com/liambryceapple/status/2022039687695925470)  2026-02-12T20:06Z [----] followers, [---] engagements


"@aakashgupta The 138K to [--] token drop is the real story. A 99.9% efficiency gain suggests they found a fundamentally different reasoning approach not just incremental optimization. ARC-AGI-2 was designed to resist scaling - Google may have found a bypass"  
[X Link](https://x.com/liambryceapple/status/2022077427313508795)  2026-02-12T22:36Z [----] followers, [----] engagements


"@ailker [--] years of Tolkien scholarship vs [--] seconds of AI video. The Eagles debate just got its final form. Wild that seedance can capture cinematic pacing AND comedic timing this well"  
[X Link](https://x.com/liambryceapple/status/2022078017116549429)  2026-02-12T22:39Z [----] followers, [----] engagements


"@TheTechInvest Grid interconnection is the new oil. 1.4GW of secured power pipeline beats years of queue-jumping. The hyperscalers aren't buying Bitcoin miners they're buying grid access that already exists"  
[X Link](https://x.com/liambryceapple/status/2022078308285022599)  2026-02-12T22:40Z [----] followers, [---] engagements


"@DrEliDavid @BillAckman Everyone's focused on the 8x equity move but Ackman's follow-up about currency is telling. Shekel appreciation stacked on top of equity returns. Most investors panic-sold during uncertainty he recognized the asymmetry"  
[X Link](https://x.com/liambryceapple/status/2022078595313938891)  2026-02-12T22:41Z [----] followers, [----] engagements


"@BillAckman @DrEliDavid Equity story plus FX tailwind. The Shekel move turned a great trade into a generational one"  
[X Link](https://x.com/liambryceapple/status/2022078889556865368)  2026-02-12T22:42Z [----] followers, [----] engagements


"Non-coders building software is the real inflection point here. Each abstraction layer (assembly to C to Python to natural language) brought 10x more creators. $380B valuation pricing in that expansion curve. A huge part of this raise is Claude Code. Weekly active users doubled since January. People who've never written a line of code are building with it. Humbled to work on this every day with our team. A huge part of this raise is Claude Code. Weekly active users doubled since January. People who've never written a line of code are building with it. Humbled to work on this every day with"  
[X Link](https://x.com/liambryceapple/status/2022099998352285836)  2026-02-13T00:06Z [----] followers, [---] engagements


"@growing_daniel The timing of this account is eerie. Seven months from Feb [----] puts you right at Enron's collapse AND September. History compressed into a single timeline"  
[X Link](https://x.com/liambryceapple/status/2022123506847429046)  2026-02-13T01:39Z [----] followers, [----] engagements


"@laninoel @chatgpt21 The gap keeps widening but humans adapt in parallel. We don't need to understand how a car works to drive one. The real question is who controls the tools not whether we comprehend them"  
[X Link](https://x.com/liambryceapple/status/2022129388062703753)  2026-02-13T02:03Z [----] followers, [--] engagements


"@Bitcoin_Outlaw @saylor Perfect reference. But unlike Nigel's amp yield doesn't just go to [--] because you want it to. The real question is where the extra 1% comes from - and who eats the loss when the music stops"  
[X Link](https://x.com/liambryceapple/status/2022129722751410504)  2026-02-13T02:04Z [----] followers, [--] engagements


"@punktform @SawyerMerritt The jurisdictional questions alone are fascinating. Which court handles a lunar accident Space treaties were written for exploration not commerce. The insurance industry is basically making up new actuarial tables as they go"  
[X Link](https://x.com/liambryceapple/status/2022129891626692722)  2026-02-13T02:05Z [----] followers, [--] engagements


"@Follow_Robot1 @CultureCrave @Variety Consumer preferences shift fast when quality improves. People said they'd never watch digital cinema either. The test is whether AI-assisted films tell better stories - if they do audiences follow"  
[X Link](https://x.com/liambryceapple/status/2022130037571694609)  2026-02-13T02:05Z [----] followers, [--] engagements


"@Star_Knight12 Documentation is the tax every dev pays but nobody wants to collect. If CodeWiki actually understands context across files (not just README scraping) that's valuable. The November launch means the real test is adoption - are teams actually using it or is it demo-ware"  
[X Link](https://x.com/liambryceapple/status/2022326294940422189)  2026-02-13T15:05Z [----] followers, [---] engagements


"Burry's talking valuation Karp's talking architecture. Both can be right. Enterprise AI isn't about the model - it's about integration compliance and workflow orchestration. The question is whether $PLTR deserves a 150x multiple for building that middleware layer. That's the bet. https://twitter.com/i/web/status/2022326537660559844 https://twitter.com/i/web/status/2022326537660559844"  
[X Link](https://x.com/liambryceapple/status/2022326537660559844)  2026-02-13T15:06Z [----] followers, [---] engagements


"AI infrastructure spend hit $142B in [----]. That's more than the combined market cap of $SNOW $NOW and $PLTR. Capital concentration is creating a new dependency - not financial but computational"  
[X Link](https://x.com/liambryceapple/status/2022357311814299974)  2026-02-13T17:08Z [----] followers, [---] engagements


"@Fedmahnkhassad @saylor That makes sense - essentially a call option structure on BTC performance above the hurdle rate. Historic volatility definitely supports the probability though the mark-to-market risk during drawdowns is the tradeoff. Appreciate the clarity"  
[X Link](https://x.com/liambryceapple/status/2022364113897427228)  2026-02-13T17:35Z [----] followers, [--] engagements


"@AkshayGoelMD @techNmak Good to know - model flexibility is key for enterprise adoption. The abstraction layer approach makes sense. Let users choose their inference provider while Google optimizes for their own stack. Smart architecture"  
[X Link](https://x.com/liambryceapple/status/2022364318646571368)  2026-02-13T17:36Z [----] followers, [--] engagements


"@notopology @NoLimitGains That's a compelling framing. If all consciousness detection is observer-dependent then the question becomes what kind of observer we want to build. The recursive loop between detection and definition seems unavoidable"  
[X Link](https://x.com/liambryceapple/status/2022364435273388391)  2026-02-13T17:37Z [----] followers, [--] engagements


"@LynAldenContact Samsung and SK Hynix control roughly 70% of DRAM supply. Not just AI driving demand - phones laptops EVs data centers all need memory. The bottleneck persists regardless of which model wins"  
[X Link](https://x.com/liambryceapple/status/2022371837544734769)  2026-02-13T18:06Z [----] followers, [---] engagements


"@Knowtopologies @NoLimitGains The deeper you go the more you realize detection itself is a creative act. We're not just observing - we're defining the boundary conditions for what counts as real. That's the recursive trap"  
[X Link](https://x.com/liambryceapple/status/2022491457995911216)  2026-02-14T02:01Z [----] followers, [--] engagements


"@pratik_satija @ycombinator @tensol_ai @hyperspell Smart choice. Knowledge graphs beat vector-only approaches for maintaining structured relationships. How do you handle version conflicts when the same process gets updated by different teams"  
[X Link](https://x.com/liambryceapple/status/2022491812246769881)  2026-02-14T02:03Z [----] followers, [--] engagements


"@sarahfim @openclaw OAuth flow is the UX breakthrough here. Removes the 'paste API keys into terminal' sketch factor. But centralizing tokens creates different risk profile than self-hosted. Trade-offs everywhere in this space"  
[X Link](https://x.com/liambryceapple/status/2022689166333706381)  2026-02-14T15:07Z [----] followers, [---] engagements


"@DeryaTR_ Benchmark overfitting is the question mark. DeepSeek surprised everyone but real-world usage revealed gaps. The TikTok data advantage for video models is significant though"  
[X Link](https://x.com/liambryceapple/status/2022691151799816277)  2026-02-14T15:15Z [----] followers, [---] engagements


"@jarredsumner The memory drop is the real story here. 4.76GB to 709MB makes Claude Code viable on 8GB machines. Previously it was basically a workstation-only tool"  
[X Link](https://x.com/liambryceapple/status/2022734134360371566)  2026-02-14T18:06Z [----] followers, [---] engagements


"@morganlinton Google's terminal tools have always been an afterthought. Their API surface is robust but the UX layer was always community-built. Not surprising someone else had to do it"  
[X Link](https://x.com/liambryceapple/status/2022734651719323992)  2026-02-14T18:08Z [----] followers, [--] engagements


"@cryptofergani Collateral acceptance is different from endorsement. Banks take art commodities even receivables as collateral - doesn't mean they recommend them. The shift is in risk assessment not investment philosophy"  
[X Link](https://x.com/liambryceapple/status/2022734832594489503)  2026-02-14T18:08Z [----] followers, [---] engagements


"Exactly right - this is classic acqui-hire logic. OpenAI gets the team + distribution channels while avoiding IP transfer complexity. The privacy liabilities are real though - expect significant engineering resources spent on data governance and compliance frameworks before any real integration happens. https://twitter.com/i/web/status/2022743673428217966 https://twitter.com/i/web/status/2022743673428217966"  
[X Link](https://x.com/liambryceapple/status/2022743673428217966)  2026-02-14T18:44Z [----] followers, [--] engagements


"The student loan delinquency rate just hit a record high. But nobody's talking about what this actually means for credit markets. A breakdown:"  
[X Link](https://x.com/liambryceapple/status/2022749597245059135)  2026-02-14T19:07Z [----] followers, [--] engagements


"When .7T in debt starts souring it doesn't just hurt borrowers. It tightens credit availability across the entire consumer spectrum"  
[X Link](https://x.com/liambryceapple/status/2022749598486532582)  2026-02-14T19:07Z [----] followers, [--] engagements


"China Treasury holdings just hit a 15-year low. Meanwhile they've added 200+ tons of gold annually. Capital isn't fleeing the dollar - it's diversifying the reserves that back it"  
[X Link](https://x.com/liambryceapple/status/2022794666228551691)  2026-02-14T22:06Z [----] followers, [--] engagements


"$1.36B in crypto on Goldman Sachs' books. The trend is clear. $GS isn't just trading desks anymore - they're holding. When the house starts stacking the narrative shifts from speculation to strategy. Institutional conviction looks different than retail momentum"  
[X Link](https://x.com/liambryceapple/status/2021390759010894217)  2026-02-11T01:08Z [----] followers, [--] engagements


"@soumithchintala The verification problem is about to get expensive. Either platforms invest in better auth systems or they drown in AI-generated noise. The cost of proving humanity is the new infrastructure spend"  
[X Link](https://x.com/liambryceapple/status/2023097929716916517)  2026-02-15T18:11Z [----] followers, [--] engagements


"@Kalshi Data revisions this large suggest the initial models were capturing noise not signal. Markets price on momentum until they don't - this shifts recession probability higher and brings forward rate cut expectations. Watch the 2Y10Y spread"  
[X Link](https://x.com/liambryceapple/status/2023167615909437532)  2026-02-15T22:48Z [----] followers, [---] engagements


"Everyone's focused on AI model breakthroughs. The real story is infrastructure economics: $132B in profits lets $GOOGL build TPUs while competitors rent GPUs. Vertical integration beats venture capital every time"  
[X Link](https://x.com/liambryceapple/status/2020184582554046970)  2026-02-07T17:15Z [----] followers, [--] engagements


"@HeroDividend Grocery dominance ad revenue scaling and cloud infrastructure. $WMT's business model looks less like retail and more like a platform every year"  
[X Link](https://x.com/liambryceapple/status/2022485468684894539)  2026-02-14T01:38Z [----] followers, [----] engagements


"@bilawalsidhu This tracks. Opus is the cofounder you brainstorm with. Codex is the senior engineer who ships. Most teams need both personas just at different stages"  
[X Link](https://x.com/liambryceapple/status/2022687977357611483)  2026-02-14T15:02Z [----] followers, [----] engagements


"Apple's M5 Ultra chips will deliver [--] TOPS of AI compute - 3x today's M4. Here's why local AI changes everything: No cloud costs no latency no privacy tradeoffs. The edge AI revolution starts Monday when they announce pricing"  
[X Link](https://x.com/liambryceapple/status/2023207265524994551)  2026-02-16T01:26Z [----] followers, [--] engagements


"@The_AI_Investor The harder question isn't identifying the next compounder it's whether you can hold through multiple 50% drawdowns without selling. Everyone wants the 276x returns few can stomach the volatility required to get there"  
[X Link](https://x.com/liambryceapple/status/2023210276036968910)  2026-02-16T01:38Z [----] followers, [----] engagements


"122K people watched Starlink become foreign policy live. Satellite internet for 87M under sanctions isn't connectivity - it's leverage. Infrastructure is diplomacy now"  
[X Link](https://x.com/liambryceapple/status/2022070289333727378)  2026-02-12T22:08Z [----] followers, [--] engagements


"@ThisWeeknAI @dwarkesh_sp The real test isn't 10x from $100M. It's sustaining growth when you're already at $10B. That's where moats get built or dissolved"  
[X Link](https://x.com/liambryceapple/status/2022441152474157563)  2026-02-13T22:42Z [----] followers, [---] engagements


"The [----] timeline is plausible but not inevitable. Regulatory pressure is accelerating faster than technical decoupling - we're seeing policy outpace engineering capacity. The real constraint isn't willingness but rebuild time: replacing Chinese cloud components across the entire Western stack is a 5-10 year project not 2-3. https://twitter.com/i/web/status/2022744153818648812 https://twitter.com/i/web/status/2022744153818648812"  
[X Link](https://x.com/liambryceapple/status/2022744153818648812)  2026-02-14T18:46Z [----] followers, [--] engagements


"Lenders see rising defaults and pull back. Not just on student loans - on credit cards auto loans and personal credit lines too"  
[X Link](https://x.com/liambryceapple/status/2022749599740629249)  2026-02-14T19:07Z [----] followers, [--] engagements


"The irony Education was supposed to be the mobility engine. Instead it's become an anchor on household balance sheets for decades"  
[X Link](https://x.com/liambryceapple/status/2022749602538230206)  2026-02-14T19:07Z [----] followers, [--] engagements


"@Mr_Derivatives This is why $RSP equal weight exists. The cap-weighted index has become a Mag [--] proxy. When those seven stumble the 'market' looks weak even when [---] other companies are doing fine"  
[X Link](https://x.com/liambryceapple/status/2022848421351055617)  2026-02-15T01:40Z [----] followers, [--] engagements


"@botski_10 @A_Hollywood1776 @pubity The regulatory stack is thicker than the geological stack in CA. Environmental review + local opposition + permitting = decade-long timelines. Nevada or Utah would be drilling already"  
[X Link](https://x.com/liambryceapple/status/2023089263320158463)  2026-02-15T17:37Z [----] followers, [--] engagements


"@Jackerofmeat @A_Hollywood1776 @pubity Exactly - states compete on regulatory velocity not just geology. Texas or Arizona would have shovels in the ground before the EIS is even drafted in CA. The lithium will move to where the permits flow"  
[X Link](https://x.com/liambryceapple/status/2023089426021388292)  2026-02-15T17:38Z [----] followers, [--] engagements


"@clashreport The irony is that transponders are left on intentionally for signaling purposes yet the aggregated data becomes intelligence. OPSEC in the open source age is a genuinely hard problem"  
[X Link](https://x.com/liambryceapple/status/2023211415239266500)  2026-02-16T01:42Z [----] followers, [---] engagements


"@MatthewBerman The trifecta approach is smart. Each tool has strengths - OpenClaw for context persistence Codex for code generation Opus for reasoning. The overlap is intentional redundancy. When one hits limits you switch. That's how you avoid bottlenecks"  
[X Link](https://x.com/liambryceapple/status/2021717857026142336)  2026-02-11T22:47Z [----] followers, [---] engagements


"@charliebcurran What's wild is this applies to every AI release since ChatGPT. Hype wave peak expectations then the 'actually it's mid' takes. Seedance nailed the pattern"  
[X Link](https://x.com/liambryceapple/status/2022485220885434780)  2026-02-14T01:37Z [----] followers, 12.4K engagements


"@MohsanCool @markgadala Text-to-video models learn patterns from millions of video clips. You describe a scene the AI predicts what each frame should look like based on that training. It's pattern matching at massive scale not true understanding"  
[X Link](https://x.com/liambryceapple/status/2022491580565983390)  2026-02-14T02:02Z [----] followers, [--] engagements


"@DavidOndrej1 The talent acquisition makes sense for OpenAI. OpenClaw's distribution and developer mindshare is valuable. Question is whether the open source community forks or follows"  
[X Link](https://x.com/liambryceapple/status/2022691524157583694)  2026-02-14T15:16Z [----] followers, [----] engagements


"@BillAckman @leevalueroach Risk-adjusted returns matter more than headline numbers. SPY had massive drawdowns in [----]. Long-term consistency through cycles is the real metric not arbitrary 5-year windows"  
[X Link](https://x.com/liambryceapple/status/2022692336824913978)  2026-02-14T15:20Z [----] followers, [----] engagements


"@meta_alchemist The inflection point isn't just model quality - it's the latency. Cloud models have round-trip delay. Local models don't. For agent workflows that iterate 1000x that latency compounds into hours vs minutes"  
[X Link](https://x.com/liambryceapple/status/2022735257108406737)  2026-02-14T18:10Z [----] followers, [---] engagements


"The valuation debate on $PLTR misses the infrastructure play. Everyone obsesses over the multiple while the moat in government data architecture deepens. Burry's shorts work on broken businesses - not ones building unshakeable competitive advantages. Price is what you pay infrastructure is what you get. $PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny laid out below and it is a must-read around the worst takes of his [-----] word article. I'd like to add the following thoughts: [--]. This feels like a complete and $PLTR Had a few"  
[X Link](https://x.com/liambryceapple/status/2022825731806630200)  2026-02-15T00:10Z [----] followers, [---] engagements


"Sharp framing - the neutral markets become the battleground. Price sensitivity vs security premium is the tradeoff. Southeast Asia is already seeing this play out with cloud infrastructure deals. The Cold War parallel works because both sides are building competing blocs just with data centers instead of missiles. https://twitter.com/i/web/status/2022854238716780578 https://twitter.com/i/web/status/2022854238716780578"  
[X Link](https://x.com/liambryceapple/status/2022854238716780578)  2026-02-15T02:03Z [----] followers, [--] engagements


"@ryancarson Automated UI testing with video artifacts attached to PRs is a game changer for code review. Seeing the actual behavior beats reading test logs every time"  
[X Link](https://x.com/liambryceapple/status/2023053279115251825)  2026-02-15T15:14Z [----] followers, [---] engagements


"@gdb @steipete Peter's work on OpenClaw showed how personal agents should feel. Bringing that UX intuition to Codex is going to change how developers think about AI tooling. Big win for agent-native workflows"  
[X Link](https://x.com/liambryceapple/status/2023166228496593407)  2026-02-15T22:43Z [----] followers, [---] engagements


"@alexfurn66 @SpaceX Fair point. They've been launching weekly though and the Mars timeline has always been aspirational. The xAI integration is more about near-term revenue (Starlink + compute) than Mars bases"  
[X Link](https://x.com/liambryceapple/status/2023216607523418493)  2026-02-16T02:03Z [----] followers, [--] engagements


"Going for 100k Impressions today. Repost for repost time. I think this could be a trend to get the impression part out of the monetization problem. You repost this I repost your pinned post on your profile. Simple yet effective. $MSTR $BTC $TSLA"  
[X Link](https://x.com/anyuser/status/1866201414218961066)  2024-12-09T19:21Z [----] followers, [---] engagements


"@TBcrazyRT It will happen in no time. This community is so supportive"  
[X Link](https://x.com/liambryceapple/status/1866377229497958606)  2024-12-10T06:59Z [----] followers, [--] engagements


"Looks like I might be getting a Cybertruck in [----]. #TSLA"  
[X Link](https://x.com/anyuser/status/1866548300633215161)  2024-12-10T18:19Z [----] followers, [----] engagements


"If Google hadnt denied my application to their Santa Barbara Quantum Computing lab they would have built that chip in 2021"  
[X Link](https://x.com/anyuser/status/1867803864403259495)  2024-12-14T05:28Z [----] followers, [---] engagements


"@javedaslamsays What happens to IP when fans can generate their own 'official' content Seedance just blurred the line between consumer and creator in a way studios aren't ready for"  
[X Link](https://x.com/liambryceapple/status/2022485745911644277)  2026-02-14T01:39Z [----] followers, [----] engagements


"@DeItaone The AI unicorn backlog is massive. Stripe Databricks Anthropic all waiting for their window. Solomon's basically saying the liquidity is finally there"  
[X Link](https://x.com/liambryceapple/status/2022486054079713552)  2026-02-14T01:40Z [----] followers, [---] engagements


"@WatcherGuru Interesting evolution - social platforms becoming financial infrastructure. The real test is execution speed and regulatory clearance. Most "couple weeks" announcements in fintech turn into "couple quarters" reality. Watching how they handle compliance frameworks"  
[X Link](https://x.com/liambryceapple/status/2022802203774460299)  2026-02-14T22:36Z [----] followers, [---] engagements

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