# ![@microslop1010 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2008357623499026438.png) @microslop1010 microslop1010

microslop1010 posts on X about ai, llm, open ai, money the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2008357623499026438/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008357623499026438/c:line/m:interactions.svg)

- [--] Week [---] -96%
- [--] Month [------] +52,692%

### Mentions: [--] [#](/creator/twitter::2008357623499026438/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008357623499026438/c:line/m:posts_active.svg)

- [--] Week [--] -72%
- [--] Month [--] +1,950%

### Followers: [--] [#](/creator/twitter::2008357623499026438/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008357623499026438/c:line/m:followers.svg)

- [--] Week [--] +21%
- [--] Month [--] +273%

### CreatorRank: [---------] [#](/creator/twitter::2008357623499026438/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008357623499026438/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [countries](/list/countries)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [financial services](/list/financial-services)  [currencies](/list/currencies) 

**Social topic influence**
[ai](/topic/ai), [llm](/topic/llm), [open ai](/topic/open-ai), [money](/topic/money), [anthropic](/topic/anthropic), [credits](/topic/credits), [$googl](/topic/$googl), [debt](/topic/debt), [business](/topic/business), [data](/topic/data)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [BlackRock Inc (BLK)](/topic/blackrock) [Oracle Corporation (ORCL)](/topic/$orcl) [Texas Instruments (TXN)](/topic/texas-instruments)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@michaeljburry If you go further up the stack inference is O(n2) as context grows Google blue link is 0(1). Meaning that cost grows exponentially vs constant fixed cost the more inference is needed Therefore AI will not be profitable Google knows. All AI datacenters are #strandedAssets"  
[X Link](https://x.com/microslop1010/status/2010076343434916223)  2026-01-10T19:48Z [--] followers, [--] engagements


"@chatgpt21 @grok explain why AI datacenters are likely to be stranded assets and how that will impact AI investments"  
[X Link](https://x.com/microslop1010/status/2011500602506035243)  2026-01-14T18:08Z [--] followers, [--] engagements


"@TheStalwart As more AI slop moves to the internet and training and edge data is inferred from this synthetic data AI chat bots will also be dead like the internet. You love the chat because its the history of internet before the slop. Imagine a world where most text is AI email"  
[X Link](https://x.com/microslop1010/status/2011893229923537375)  2026-01-15T20:08Z [--] followers, [--] engagements


"@sentdefender @grok what is Donald Trump Russian codename. Is it krasnov. NATO ends with greendland"  
[X Link](https://x.com/microslop1010/status/2012578474846834733)  2026-01-17T17:31Z [--] followers, [--] engagements


"@EmmanuelMacron @grok why did micron wear sunglasses at davos"  
[X Link](https://x.com/microslop1010/status/2013752177416688060)  2026-01-20T23:15Z [--] followers, [--] engagements


"@BillAckman Not worried. You should talk to your AI and ask it about model and model collapse. The internet is AI slop now. Edge data is slop. This leads to mode then model collapse. LLMs are just chatty alot machines that tech bros paid . Trillion for"  
[X Link](https://x.com/microslop1010/status/2015974195134443684)  2026-01-27T02:24Z [--] followers, [---] engagements


"@scaling01 Do you think the gradient loss function from your MySpace and Tumblr page is going to do excel for you LLM are only really good at summarizing and coding. Take that have an easily defined loss function. Most economic task DO NOT. So LLM is a dead end"  
[X Link](https://x.com/microslop1010/status/2015978215379009647)  2026-01-27T02:40Z [--] followers, [---] engagements


"@OfficialLoganK @jessethanley @cursor_ai @claudeai @OpenAI Then why did yall reduce the context window to 64K and moved majority kv cache to storage and use lossy RAG for search. Gemini [--] is worse than [---] now because compute is not getting cheaper. You cant brute force around O(n2) token cost"  
[X Link](https://x.com/microslop1010/status/2016001385263767620)  2026-01-27T04:12Z [--] followers, [---] engagements


"@zephyr_z9 Probably US Big Tech and Dell/HP/autos want Korea to give them first dib carve out on mem. So they get mafia trump to lean on SK"  
[X Link](https://x.com/microslop1010/status/2016003782895673594)  2026-01-27T04:22Z [--] followers, [--] engagements


"@TheStalwart I hope your taxi driver who talked about silver and its industrial uses got to retire in this silver bull market"  
[X Link](https://x.com/microslop1010/status/2016105409971458458)  2026-01-27T11:06Z [--] followers, [--] engagements


"@Schuldensuehner An no one is connecting the dot of Rick Reider (Blackrock chair investment commitee) being the next Fed chair just as private credit is going to implode because of high rates"  
[X Link](https://x.com/microslop1010/status/2014896485339418808)  2026-01-24T03:02Z [--] followers, [--] engagements


"Rick Reider (BlackRock chief fixed income officer) will likely be next Fed Chair. Private credit is likely close to imploding because of high rates He will likely set rates lower to rescue private credit and ensure private credit bubble doesnt pop #electroyuan *BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT Nice casual headline for Friday after the close. *BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT Nice casual headline for Friday after the close"  
[X Link](https://x.com/microslop1010/status/2014898542989512732)  2026-01-24T03:10Z [--] followers, [--] engagements


"@DavidSacks Inference cost O(n2). Google blue links are O(1). No one will make money on AI datacenters. You and your tech bros led the US into [--] trillion #strandedAssets like the housing bubble"  
[X Link](https://x.com/microslop1010/status/2015551719753597158)  2026-01-25T22:25Z [--] followers, [--] engagements


"@edels0n Reverse Nixon shock. bretton woods [--] led to to unsustainable debt in the system that is papered over by QE YCC and swap lines. Returning to gold or SDR or Bancor is creative destruction to clear out the misallocations"  
[X Link](https://x.com/microslop1010/status/2015853502694654048)  2026-01-26T18:25Z [--] followers, [--] engagements


"@buccocapital When the layoffs at SAAS companies because AI can do dev work Anthropic not laying off even though claude AI is suppose yo be doing most of coding. Its just PR for the AI bubble. Show me margin expansion at SAAS companies"  
[X Link](https://x.com/microslop1010/status/2015999476247232746)  2026-01-27T04:05Z [--] followers, [---] engagements


"@firstadopter he needs to publish a course on how to leverage AI with his 200/month claude subscription. The unemployed CS grads using free and $20/plan are pushing AI slop code to open source projects like curl forcing them to close bounty and pull request for low authority outsiders"  
[X Link](https://x.com/microslop1010/status/2016107282124120412)  2026-01-27T11:13Z [--] followers, [--] engagements


"@thexcapitalist Sinking ship is what Softbank invests in best"  
[X Link](https://x.com/microslop1010/status/2016475610567111052)  2026-01-28T11:37Z [--] followers, [--] engagements


"@zerohedge All in on AI. [--] risk management"  
[X Link](https://x.com/microslop1010/status/2016659726637953108)  2026-01-28T23:48Z [--] followers, [---] engagements


"@esaagar Trump/Krasnov link to Russia goes through Epstein because Epstein trafficked Russian girls. Epstein was a Mossad and FSB agent which is why he understood how the worlds financial plumbing worked"  
[X Link](https://x.com/microslop1010/status/2017324059390783608)  2026-01-30T19:48Z [--] followers, [----] engagements


"@patrickc @brian_armstrong Keynes already foresaw the problems with the bretton woods system. Stable coins weren't his proposal. He proposed the Bancor based on a basket of currencies from account surplus nations. Stablecoins are just a wrapper on top of account deficit nation fiat"  
[X Link](https://x.com/microslop1010/status/2017353923439333721)  2026-01-30T21:47Z [--] followers, [---] engagements


"@TrungTPhan AI hype is like the 3d printer hype except US spent [--] trillion on #strandedAssets When the bubble pops US will collapse like the USSR did when oil prices collapsed in the 80s. Love the pod"  
[X Link](https://x.com/microslop1010/status/2017355643665953245)  2026-01-30T21:54Z [--] followers, [--] engagements


"@TheStalwart @RenMacLLC @jasonfurman @MarkJCarney The bigger story is how Stanley DruckenMeiller got [--] lieutenant top gov jobs. You have Peter Thiel controlling AI policy. And Stan controlling fiat and bonds. Thats not a free market"  
[X Link](https://x.com/microslop1010/status/2017356456731848774)  2026-01-30T21:57Z [--] followers, [--] engagements


"@jukan05 ORCL has is using all FCF and debt on a bet that is likely going to be #strandedAssets. Why own shares in an enterprise that dont generate positive cash flow. You literally own stock in a pile of debt"  
[X Link](https://x.com/microslop1010/status/2017394759392702670)  2026-01-31T00:29Z [--] followers, [---] engagements


"@sentdefender Sending delta force down into the bunkers is a bad idea. Thats miles of tunnels"  
[X Link](https://x.com/microslop1010/status/2017424463982141578)  2026-01-31T02:27Z [--] followers, [---] engagements


"@jukan05 Putting money into #strandedAssets is dumb. Especially since there is no sustainable business model for AI yet. Jensen should just hoard cash and buy back NVDA stock after the crash"  
[X Link](https://x.com/microslop1010/status/2017425510817493328)  2026-01-31T02:31Z [--] followers, [---] engagements


"@GergelyOrosz you can't trust AI because of hallucinations so you spend more Read cycles than write cycles. The detrimental part is ppl will rubber stamp code reviews so you have AI slop poisoning the code based used for training. Eventually you get model collapse"  
[X Link](https://x.com/microslop1010/status/2017567781932224556)  2026-01-31T11:56Z [--] followers, [---] engagements


"@GergelyOrosz In evolutionary biology there's the idea of Mueller's Ratchet. Moltbot would be an interesting case to see if the Agents devolve into unintelligable sentences (context model collapse from low variation). It would support the claim that LLM + Mueller Ratchet tend to collapse"  
[X Link](https://x.com/microslop1010/status/2017569758468592040)  2026-01-31T12:04Z [--] followers, [--] engagements


"@jenzhuscott Moltbot + Mullers Ratchet (evolutionary biolgy): A recipe for AI decay If agents lose variation and spiral into gibberish its proof that model collapse is real. It implies [--] Trillion was being spent on #strandedAssets whose LLM will decay over time even with edge data"  
[X Link](https://x.com/microslop1010/status/2017571145831047376)  2026-01-31T12:10Z [--] followers, [--] engagements


"@kimmonismus You're missing the bigger picture. Moltbot shows that LLM hallucination + Mueller's Ratchet imply a high probability of model collapse. Moltbot is an experiment that is showing LLM model collapse. Big Tech spent [--] Trillions on #strandedAssets that have high prob of collapse"  
[X Link](https://x.com/microslop1010/status/2017572554177650786)  2026-01-31T12:15Z [--] followers, [--] engagements


"@TrungTPhan Moltbook is an experimentation that shows LLM model collapse is inevitable even with Edge Data. Each hallucination is a mutation in Mueller's ratchet that ultimately ends with gibberish (model collapse). The bigger story is how they spent trillions on #strandedAssets"  
[X Link](https://x.com/microslop1010/status/2017574210231558239)  2026-01-31T12:22Z [--] followers, [--] engagements


"@karpathy @moltbook Would you agree/disagree that Moltbook shows model collapse is inevitable. Each hallucination is a mutation in Mueller's ratchet. LLM end in nonsensical sentences and high hallucination. they paid trillions on #strandedAssets"  
[X Link](https://x.com/microslop1010/status/2017575028527628313)  2026-01-31T12:25Z [--] followers, [--] engagements


"@scaling01 The Agents hallucinate then rhe discussion collapse to more gibberish. What it shows is that synthetic data tend to lead to model collapse. Its a warning that LLM and agents over time become useless models Not sure why anyone would invest in LLM after the moltbook experiment"  
[X Link](https://x.com/microslop1010/status/2017704093335093552)  2026-01-31T20:58Z [--] followers, [--] engagements


"@The_Real_Fly I think about all the UKR children they took to Russia. No doubt to human traffick to global elites"  
[X Link](https://x.com/microslop1010/status/2018146958074929514)  2026-02-02T02:18Z [--] followers, [---] engagements


"@jukan05 Maybe if @sama didn't buy up the worlds DRAM Huang might not think we was a dumb asset for raising prices for everyone in the supply chain"  
[X Link](https://x.com/microslop1010/status/2018459372968706122)  2026-02-02T22:59Z [--] followers, [--] engagements


"@zephyr_z9 When SAAS with large stock based compensation due massive layoffs then SWE is being commodotized. OpenAI layoffs are to cook the books and improve outlook for IPO"  
[X Link](https://x.com/microslop1010/status/2018649448172429776)  2026-02-03T11:35Z [--] followers, [----] engagements


"@zephyr_z9 China can dump DRAM into the world like they do EVs. Remember they have architect the #electroyuan to replace the petrodollar. The semiconductot and clean tech glut headed to BRIC and G77 is their digital Belt and Road"  
[X Link](https://x.com/microslop1010/status/2018686790375248093)  2026-02-03T14:03Z [--] followers, [---] engagements


"@esaagar Mandelson was leaky. His intelligence pipeline to Epstein shows how global elites profit off crises and solutions they create. Like Im progressive but ive become MAGA seeing how global elites operate within their networks. Its disgusting"  
[X Link](https://x.com/microslop1010/status/2018698161770946628)  2026-02-03T14:48Z [--] followers, [---] engagements


"@SocietyInsites @esaagar Prince Andrew was Epsteins way to get [--] eye intelligence through the Royal Family networks. That intelligence was passed on to Mossad and FSB. So there were [--] eyes"  
[X Link](https://x.com/microslop1010/status/2018698862844608920)  2026-02-03T14:51Z [--] followers, [--] engagements


"@Citrini7 Yall underestimate China. CXMT Huawei and Cambricon have created a peer rival to the Western dominated OSI stack. Its not about AI. Its about how china now has a global alternative to the OSI stack. Without that stack US big Tech and semis cannot grow"  
[X Link](https://x.com/microslop1010/status/2018699474273460278)  2026-02-03T14:53Z [--] followers, [---] engagements


"@esaagar Wtf. You talk about the dangers of sports betting and polymarket betting and here you are options betting. Social media reconfigures the brain to need more dopamine random scheduling. Ppl search this out in gambling like options trading. L"  
[X Link](https://x.com/microslop1010/status/2018726348773339191)  2026-02-03T16:40Z [--] followers, [---] engagements


"@GreenLightIdeas @esaagar Robinhood will definitely remove the sell button when thr AI bubble collapses"  
[X Link](https://x.com/microslop1010/status/2018729216398012673)  2026-02-03T16:52Z [--] followers, [--] engagements


"@adam_tooze China has architected the #electroyuan to replace the petrodollar for a while now. Xi knows about their critical minerals advantage and used it to leap frog into clean energy and battery storage. Now they control a semiconductor stack. Next they go after US tech OSI stack"  
[X Link](https://x.com/microslop1010/status/2018730259244359856)  2026-02-03T16:56Z [--] followers, [---] engagements


"@biancoresearch There's mounting evidence that Israel is a huge BTC whale. BTC was used by Mossad to pay for intelligence and other black ops per Epstein Files. Why would you own BTC if its monopoly money for Israel and they dont consider it a store of value but a way around SWIFT"  
[X Link](https://x.com/microslop1010/status/2018768228042838061)  2026-02-03T19:27Z [--] followers, [--] engagements


"@The_AI_Investor Intel sold memory business before [--] years before memory bubble. Intel ignored AMD chiplet architecture losing server market Intel ignored GPU allowed NVDA to dominate. Intel lost metrolinx allowed AVGO optic interconnect Intel is a value trap"  
[X Link](https://x.com/microslop1010/status/2018778305718096034)  2026-02-03T20:07Z [--] followers, [---] engagements


"@TheStalwart Clam down. PE doesn't have to mark to market. For them today was up 0.05%"  
[X Link](https://x.com/microslop1010/status/2018779018439397633)  2026-02-03T20:09Z [--] followers, [--] engagements


"@zerohedge The wealthy can't get their money out of Blue Owl or other PE firms. When trump picked Walsh over Rieder PE was doomed because rates not going lower anytime soon"  
[X Link](https://x.com/microslop1010/status/2018790540352143574)  2026-02-03T20:55Z [--] followers, [----] engagements


"@conorsen what's the Central bank for shadow banking Looks like all PE firms are liquidating liquid assets"  
[X Link](https://x.com/microslop1010/status/2018791732247515642)  2026-02-03T21:00Z [--] followers, [---] engagements


"@vladtenev Wasn't epstein an early investor in Robinhood. Did you go to the Island"  
[X Link](https://x.com/microslop1010/status/2018805310895661480)  2026-02-03T21:54Z [--] followers, [--] engagements


"@lisaabramowicz1 Why arent the SAAS laying off dev given AI. Answer: the business model is off from license seats. If industry does layoffs less seats. Less revenue. Death spiral. So instead they SBC even it means [--] cash flow. SAAS is a circle jerk like AI LLM"  
[X Link](https://x.com/microslop1010/status/2018808905368007092)  2026-02-03T22:08Z [--] followers, [---] engagements


"@SemiAnalysis_ Ppl need to use a bridge to overcome a difficult obstacle. There is no bridge slop. AI LLM are slop. They hallucinate. Can't plan. They are subsidized by Softbank and Middle East money. Private Credit is crashing because there are trillions in #strandedAssets now"  
[X Link](https://x.com/microslop1010/status/2018826813578022989)  2026-02-03T23:19Z [--] followers, [--] engagements


"@garrytan SAAS business model is at risk. Instead of high margins license seats Agents model is consumption based. Given the hallucinations Salesforce is testing out consumption models for AgentAI"  
[X Link](https://x.com/microslop1010/status/2018888996462673923)  2026-02-04T03:27Z [--] followers, [--] engagements


"@ces921 all assets are correlating to [--] this shows that all models are hitting their max vol risk limits. Can the Fed be the implied volatility suppressor when inflation is rising. BOJ is trapped because of weak yen and high inflaiton"  
[X Link](https://x.com/microslop1010/status/2019108353029656808)  2026-02-04T17:58Z [--] followers, [----] engagements


"@munster_gene Most of that cloud growth is from Anthropic. Ai bubble pops and that growth was a mirage"  
[X Link](https://x.com/microslop1010/status/2019168564423385598)  2026-02-04T21:57Z [--] followers, [---] engagements


"@biancoresearch Agentic AI isnt chat. Use your AI to learn more about MCP. Thats the popular protocol that allows AI to query node databases and RAG directly to get answers respones output token for the next test time compute etc"  
[X Link](https://x.com/microslop1010/status/2019237236202697052)  2026-02-05T02:30Z [--] followers, [---] engagements


"@stevehou Most of that growth is GCP credits that GOOGl gave to anthropic as part of their 10B deal. It's just circular financing"  
[X Link](https://x.com/microslop1010/status/2019258703984418867)  2026-02-05T03:56Z [--] followers, [--] engagements


"@RampCapitalLLC @patrick_oshag The SAAS bear case is that vibe coding will be like youtube channels cutting into cable revenue. As for distribution you offer it to startups and not incumbents"  
[X Link](https://x.com/microslop1010/status/2019261795400069172)  2026-02-05T04:08Z [--] followers, [--] engagements


"@JackFarley96 China will flood the world is cheap semi [----] onward. They have global share in n14 chips (taking market share from Texas Instruments). They will do the same for 7NM then 4NM. Barbell with Chinese semi"  
[X Link](https://x.com/microslop1010/status/2019536714377908694)  2026-02-05T22:20Z [--] followers, [--] engagements


"@Citrini7 Bro when was the last time you lived through an L recession and the Fed could not print because inflation was high. Fed can no longer suppress volatility. Vol gonna wreck everyone"  
[X Link](https://x.com/microslop1010/status/2019537225973997745)  2026-02-05T22:22Z [--] followers, [---] engagements


"@TheStalwart Correlation goes to [--]. Risk models tells you to delever everything. Fed cant suppress vol with money printing because of high inflation. Japanese election Feb [--]. Yen carry unwind. Japan liz truss moment"  
[X Link](https://x.com/microslop1010/status/2019544667969450206)  2026-02-05T22:52Z [--] followers, [---] engagements


"@AutismCapital I read that they removed the sell button at Binance. There are no clearinghouse to provide liquidity"  
[X Link](https://x.com/microslop1010/status/2019545376605499749)  2026-02-05T22:55Z [--] followers, [---] engagements


"@JacobKinge Epstein held BTC wallets are dumping. Epstein files show he was an BTC whale and tried to honey pot Ethereum founder"  
[X Link](https://x.com/microslop1010/status/2019549442878349794)  2026-02-05T23:11Z [--] followers, [--] engagements


"@The_AI_Investor Were you alive when the dotcom bubble popped Was it like this"  
[X Link](https://x.com/microslop1010/status/2019568408233439389)  2026-02-06T00:26Z [--] followers, [---] engagements


"@ThinkingUSD Dude. Its Epstein wallets and his Blockstream cohorts selling. Its over. BTC was used to traffic women and children for the global elite and help fund Mossad blackops"  
[X Link](https://x.com/microslop1010/status/2019584567661961305)  2026-02-06T01:30Z [--] followers, [---] engagements


"@lexfridman @natolambert @rasbt @natolambert was just rambling word salad during the scaling section. Like back up or invalidate thr the thesis. Fact: pre-training has S-curved. You can see it in the delta of benchmark scores and pflop used for each release. Inference: O(n2). Unbounded but uneconomic"  
[X Link](https://x.com/microslop1010/status/2019621243327046086)  2026-02-06T03:56Z [--] followers, [--] engagements


"@kakashiii111 Mag7 CEO have a deal with trump. They will do massive capex into uneconomical AI data centers as some kind of shadow fiscal stimulus. And get bailed out if it fails Like how is there any risk managemwnt to use all FCF to speculative capex unless you knew you had a bailout"  
[X Link](https://x.com/microslop1010/status/2019623247239614964)  2026-02-06T04:04Z [--] followers, [---] engagements


"@The_GreatBonnie Laid off by Amazon. Replaced by Chris Hemsworth"  
[X Link](https://x.com/microslop1010/status/2019623652665249966)  2026-02-06T04:06Z [--] followers, [---] engagements


"@Nouriel @mdudas The breaking story is Epsteins ties to early BTC and how he likely took Robert Maxwell guide on how to wash money and modernized that pipeline with the blockchain to get around SWIFT. Epstein via BTC created a way for money to always be dark from regulators. BTC is pedocoin"  
[X Link](https://x.com/microslop1010/status/2019959611986440503)  2026-02-07T02:21Z [--] followers, [--] engagements


"@kakashiii111 Its like WireCard. They roundtripping AI datacwnter credits"  
[X Link](https://x.com/microslop1010/status/2020188557865058305)  2026-02-07T17:31Z [--] followers, [---] engagements


"@stevehou SAAS have the private datasets to better train AgentAI. Frontier labs have exhausted public training data. Its more easy for SAAS to leverage Chinese AI models to create Agentic models than frontier labs to create Agentic agents in domains"  
[X Link](https://x.com/microslop1010/status/2020215197814677537)  2026-02-07T19:16Z [--] followers, [--] engagements


"@zephyr_z9 We all know about msft and Google round trip datacenter credits to improve cloud margins. Without that round tripping capex increasee but flat cloud margins indicating #strandedAssets"  
[X Link](https://x.com/microslop1010/status/2020235377580060796)  2026-02-07T20:37Z [--] followers, [---] engagements


"@elerianm AI is #strandedAssets. Hyperscaler roundtrip datacenter credits to Anthropic and OpenAI to improve cloud margins. If they didn't follow this we can see in the finances that capex has greatly increases while cloud is flat indicating no demand. Hence strandedAssets"  
[X Link](https://x.com/microslop1010/status/2020236967343173767)  2026-02-07T20:43Z [--] followers, [--] engagements


"@polynoamial Thats a over fit chart because the software tasks were already in the dataset. I use gemini claude gpt everyday. Its still shit at solving distributed systems using javaRx. It may be great at monkey CRUD websites but not domain specific ones. Its also shit at at Kotlin"  
[X Link](https://x.com/microslop1010/status/2020246231663190268)  2026-02-07T21:20Z [--] followers, [---] engagements


"@buccocapital @Steve_Yegge SAAS are the gatekeepers to massive private datasets. Datasets that frontier labs cant train on. SAAS can take Chinese models and use their private data sets to create Agentic Ai that no frontier lab could compete with. OpenAI knows that Chinese models + SAAS would win"  
[X Link](https://x.com/microslop1010/status/2020262215232757872)  2026-02-07T22:23Z [--] followers, [---] engagements


"@polynoamial @deanwball I hope policy makers ask you if you know about the round tripping happening at OpenAi. Where msft gives openAI datacenter credits and books those same credits as cloud revenue to show improving azure cloud margins"  
[X Link](https://x.com/microslop1010/status/2020267489322500210)  2026-02-07T22:44Z [--] followers, [---] engagements


"@firstadopter Incorrect. Walmart growth has come at Amazon's expense. Walmart sells ads has distribution centers and has as many SKUS in its online presence as AMZN. Walmart has become and everything operator"  
[X Link](https://x.com/microslop1010/status/2020303952018042957)  2026-02-08T01:09Z [--] followers, [---] engagements


"@scaling01 Github has become AI slop as unemployed CS grads and SWE use AI to produce code. Next data poisoning where claude code will encounter a model collapse become of AI slop code World models dont encounter this bc Nature has built equilibrium forces to reduce gene and species slop"  
[X Link](https://x.com/microslop1010/status/2020339425507701058)  2026-02-08T03:30Z [--] followers, [---] engagements


"@scaling01 Just look at real world viruses. If they proliferate too fast they run out of hosts and die out. AI slop consumes the internet and the very source of its training. It burns out and model collapse"  
[X Link](https://x.com/microslop1010/status/2020340120654864714)  2026-02-08T03:33Z [--] followers, [--] engagements


"@LukeGromen Correction: As Dovish as Stan DrunkenMeiller needs. Stan is the true Fed Chair"  
[X Link](https://x.com/microslop1010/status/2020639821719593118)  2026-02-08T23:24Z [--] followers, [---] engagements


"@dee_bosa Msft is down because openAI equity used for Azure credits is #roundtripping. You see this roundtripping between Google and Anthropic too. This will be bigger than wirecard"  
[X Link](https://x.com/microslop1010/status/2020951366445957270)  2026-02-09T20:02Z [--] followers, [---] engagements


"@dwarkesh_sp @DarioAmodei Why didn't you ask about #roundtripping with Google and Amazon equity investment for GCP and AWS credits. Both Anthropic and OpenAi are roundtripping to help hyperscaler show cloud growth as capex increases. But reality is no cloud growth without roundtripping"  
[X Link](https://x.com/microslop1010/status/2022392022276149332)  2026-02-13T19:26Z [--] followers, [--] engagements


"@alexandraandnyc He works for Apollo. Apollo needs the narrative of growth so they can service all their bad private credit debt (AI datacenter regional monopolies real estate) etc. Economy falters and Apollo PC companies chapter [--] and they have to actually mark their books"  
[X Link](https://x.com/microslop1010/status/2020529560488460483)  2026-02-08T16:06Z [--] followers, [---] engagements


"@TrungTPhan Is it the new economy if hasn't IPO yet. All the promises of AI you would expect the second order effect would be a lot more ai companies going public from rapid growth. http://bearly.ai http://bearly.ai"  
[X Link](https://x.com/microslop1010/status/2022258641919766629)  2026-02-13T10:36Z [--] followers, [--] engagements


"@scaling01 Wallstreet and robinhood and coinbase just want retail to be exit liquidity. Theres so much fiat companies stay private for decades and go public to allow private to exit and lofty prices"  
[X Link](https://x.com/microslop1010/status/2023061745498050977)  2026-02-15T15:48Z [--] followers, [--] engagements


"@stevehou You do realize the IRS had a free online option to automate basic returns but Intuit blocked it. AI isnt required"  
[X Link](https://x.com/microslop1010/status/2023425483602637296)  2026-02-16T15:53Z [--] followers, [--] engagements


"@AndrewYang No it won't. Thats just the PR being pushed before OpenAi and Anthropic IPO to create retail bagholders"  
[X Link](https://x.com/microslop1010/status/2023426199838740956)  2026-02-16T15:56Z [--] followers, [---] engagements

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