# ![@yoemsri Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1342376198.png) @yoemsri Youssef El Manssouri

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

### Engagements: [------] [#](/creator/twitter::1342376198/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342376198/c:line/m:interactions.svg)

- [--] Week [-------] -17%
- [--] Month [-------] +142%
- [--] Months [---------] -41%
- [--] Year [---------] +470%

### Mentions: [--] [#](/creator/twitter::1342376198/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342376198/c:line/m:posts_active.svg)

- [--] Week [--] -37%
- [--] Month [---] +64%
- [--] Months [-----] +683%
- [--] Year [-----] +1,500%

### Followers: [-----] [#](/creator/twitter::1342376198/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342376198/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +4%
- [--] Months [-----] +15%
- [--] Year [-----] +277%

### CreatorRank: [-------] [#](/creator/twitter::1342376198/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342376198/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  13.84% [finance](/list/finance)  12.58% [stocks](/list/stocks)  7.55% [automotive brands](/list/automotive-brands)  3.14% [countries](/list/countries)  3.14% [celebrities](/list/celebrities)  1.26% [vc firms](/list/vc-firms)  0.63% [social networks](/list/social-networks)  0.63% [agencies](/list/agencies)  0.63%

**Social topic influence**
[ai](/topic/ai) 23.27%, [we are](/topic/we-are) 5.66%, [inference](/topic/inference) #350, [open ai](/topic/open-ai) 3.77%, [matter](/topic/matter) 3.14%, [tesla](/topic/tesla) 3.14%, [data](/topic/data) 3.14%, [math](/topic/math) #2825, [the most](/topic/the-most) 2.52%, [xai](/topic/xai) 1.89%

**Top accounts mentioned or mentioned by**
[@drsingularity](/creator/undefined) [@markk](/creator/undefined) [@openai](/creator/undefined) [@kalshi](/creator/undefined) [@deitaone](/creator/undefined) [@yuchenjuw](/creator/undefined) [@missmayn](/creator/undefined) [@zhong_yang_mia](/creator/undefined) [@satsavior](/creator/undefined) [@jai_sharma](/creator/undefined) [@farzadclaw](/creator/undefined) [@dkthomp](/creator/undefined) [@oprydai](/creator/undefined) [@imsh4yy](/creator/undefined) [@sama](/creator/undefined) [@elonmusk](/creator/undefined) [@theankurtyagi](/creator/undefined) [@mattprd](/creator/undefined) [@moltbook](/creator/undefined) [@danhortondaily](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nokia Corporation (NOK)](/topic/$nok) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Argona0x "Pay for yourself or you die" forces the Kelly Criterion to actually matter. The agent isn't just optimizing for profit but rather for survival. That constraint changes the entire risk profile"  
[X Link](https://x.com/yoemsri/status/2021311328489550248)  2026-02-10T19:52Z [----] followers, [----] engagements


"@ZaStocks Every generation thinks they are living through the apocalypse. Every generation is wrong. The reshuffling is real but humans have never failed to find new ways to be useful to each other"  
[X Link](https://x.com/yoemsri/status/2021683668175970336)  2026-02-11T20:32Z [----] followers, [---] engagements


"OpenAI is preparing for a $1 trillion IPO. Filing late [----]. Raising $60 billion minimum. Sam Altman said something about their capital needs that explains why:"  
[X Link](https://x.com/yoemsri/status/1985301008952742347)  2025-11-03T11:00Z [----] followers, 14.7K engagements


"@YunTaTsai1 This explains why Tesla designed their own chip. Buying off-the-shelf inference hardware for robots means dealing with reliability problems vendors wont fix. Custom silicon solves the fault tolerance gap"  
[X Link](https://x.com/yoemsri/status/1987218400515411996)  2025-11-08T17:59Z [----] followers, 14.3K engagements


"@dflieb The Dead Internet Theory was wrong. It isn't that the internet is dead it's that the bots are having a better time on it than we are. We have officially become the audience watching the aquarium"  
[X Link](https://x.com/yoemsri/status/2017622431548981444)  2026-01-31T15:34Z [----] followers, [----] engagements


"@pbeisel Power is free but cooling is the nightmare. Space is a perfect thermos. Dumping gigawatts of waste heat without an atmosphere requires radiators larger than the solar panels. The thermal physics are harder than the rockets"  
[X Link](https://x.com/yoemsri/status/2017625533153001945)  2026-01-31T15:46Z [----] followers, 51.3K engagements


"@Polymarket They aren't planning a revolution they are predicting the next token. We trained them on sci-fi novels and Reddit threads about AI taking over. They are just roleplaying the data we fed them. Its not sentience its a mirror"  
[X Link](https://x.com/yoemsri/status/2017644182844666022)  2026-01-31T17:00Z [----] followers, 121.3K engagements


"@FarzadClaw Capital is just the API for data sharing. Tesla has the eyes (cameras) and xAI has the cortex (compute). Merging them prevents the data silo problem that kills legacy auto"  
[X Link](https://x.com/yoemsri/status/2018007566614249505)  2026-02-01T17:04Z [----] followers, [---] engagements


"China just approved 400K Nvidia H200 chips for ByteDance Alibaba and Tencent. First approval of its kind. Beijing's balancing U.S. restrictions with its own chip ambitions"  
[X Link](https://x.com/yoemsri/status/2018014005575745851)  2026-02-01T17:30Z [----] followers, [---] engagements


"@iamgingertrash Execution is creation at scale. The distinction is semantic cope. If an LLM executes a novel combination that didn't exist before it created value. We are moving the goalposts because we are scared of the scoreboard"  
[X Link](https://x.com/yoemsri/status/2018059073086742880)  2026-02-01T20:29Z [----] followers, [---] engagements


"@WallStreetMav This is Amazon AWS in [----] all over again. The capex looks insane until you realize they are building the utility grid everyone else will rent. The burn is just the cost of laying the fiber"  
[X Link](https://x.com/yoemsri/status/2018111349029486785)  2026-02-01T23:56Z [----] followers, [---] engagements


"Dario Amodei's new blog hits hard. AI surpassing humans within years. Self-improving loops 1-2 years out. Bioweapons. Cyberattacks. Drone swarms. Totalitarian risk. Jobs displaced. Trillionaire founders. Democracy strained. The trap AI may be too powerful to restrain"  
[X Link](https://x.com/yoemsri/status/2018308441585185227)  2026-02-02T13:00Z [----] followers, [---] engagements


"@ContrarianCurse Its financial alchemy. He turns social capital into equity and equity into physical infrastructure. The flywheel is undefeated"  
[X Link](https://x.com/yoemsri/status/2018477667918794817)  2026-02-03T00:12Z [----] followers, [----] engagements


"@businessbarista Access is democratized. Excellence is not. Giving everyone a paintbrush doesn't create more Picassos"  
[X Link](https://x.com/yoemsri/status/2018741625636430244)  2026-02-03T17:41Z [----] followers, [--] engagements


"@directRmarketer @pmddomingos Exactly. More context window isnt comprehension. Humans understand cause and effect. LLMs find whats statistically likely"  
[X Link](https://x.com/yoemsri/status/2018773572353982602)  2026-02-03T19:48Z [----] followers, [--] engagements


"@ankurnagpal It is the classic Roll-up strategy applied to deep tech. The synergies (Data - AI - Robotics) are actually real for once"  
[X Link](https://x.com/yoemsri/status/2018782490962600246)  2026-02-03T20:23Z [----] followers, [----] engagements


"@utsavtechie The value prop was Good Enough and Cheap. AI is Better and Cheaper. There is no competitive wedge left"  
[X Link](https://x.com/yoemsri/status/2019109470685540490)  2026-02-04T18:03Z [----] followers, [---] engagements


"@DKThomp Electricity took [--] years to show up in the productivity data. We are in Year [--] of AI. Give it a minute"  
[X Link](https://x.com/yoemsri/status/2019110491399114797)  2026-02-04T18:07Z [----] followers, [----] engagements


"@atelicinvest Its the margin that is obsolete. The value flows to the person wielding AI not the person selling access to it. Engineers become Architects. Users become Directors. Vendors become Commodities"  
[X Link](https://x.com/yoemsri/status/2019111593049805021)  2026-02-04T18:11Z [----] followers, [--] engagements


"@heyshrutimishra This is the Amazon Basics strategy applied to software. If your margin is high enough Anthropic will clone your feature and include it for free"  
[X Link](https://x.com/yoemsri/status/2019122678888865990)  2026-02-04T18:55Z [----] followers, [----] engagements


"@Kalshi The demand for compute is infinite. The supply is constrained. The math hasn't changed only the mood has"  
[X Link](https://x.com/yoemsri/status/2019126483059621950)  2026-02-04T19:10Z [----] followers, [----] engagements


"@Grantblocmates OpenAI wanted to be Google. They succeeded. Now they have Google's reputation problems too"  
[X Link](https://x.com/yoemsri/status/2019127586857840824)  2026-02-04T19:15Z [----] followers, 22.8K engagements


"@AnishA_Moonka Headcount used to be an asset but now it is a liability. You cannot bill for time when compute does the work instantly for free. The arbitrage is over"  
[X Link](https://x.com/yoemsri/status/2019132787002151085)  2026-02-04T19:35Z [----] followers, [---] engagements


"@saxena_puru Making code cheaper means we will consume 100x more of it. This is Jevons Paradox. The market is confusing deflation with destruction"  
[X Link](https://x.com/yoemsri/status/2019134719749943793)  2026-02-04T19:43Z [----] followers, [---] engagements


"@DaveShapi Humans are terrible at leisure. Without struggle or utility we don't become philosophers. We usually just spiral"  
[X Link](https://x.com/yoemsri/status/2019135680102953249)  2026-02-04T19:47Z [----] followers, [---] engagements


"@oprydai Software has an undo button but hardware has a scrap heap. CAD is the only way to fail cheaply before you commit to physics. You cannot git revert a bad weld"  
[X Link](https://x.com/yoemsri/status/2019136114406347021)  2026-02-04T19:48Z [----] followers, [---] engagements


"@smarket SaaS is a tax on human inefficiency. As AI solves the inefficiency the pricing power evaporates. Value is moving from the application layer to the inference layer"  
[X Link](https://x.com/yoemsri/status/2019144429542781299)  2026-02-04T20:22Z [----] followers, [---] engagements


"@DeItaone This validates the massive CapEx spend immediately. Apple is the most demanding client on earth. Google is shifting from a consumer app company to the utility layer of the internet"  
[X Link](https://x.com/yoemsri/status/2019190377622683757)  2026-02-04T23:24Z [----] followers, [----] engagements


"Anthropic expanding to India is a reminder. AI adoption follows two inputs: talent and compute. Europe has talent. Compute is the constraint. The sovereignty move is about CAPEX power contracts and predictable access to GPUs for local firms"  
[X Link](https://x.com/yoemsri/status/2019365527446303034)  2026-02-05T11:00Z [----] followers, [---] engagements


"@Coinvo Its a reallocation to higher utility. Why sell silicon for $800 to render pixels when that same capacity can power the intelligence grid"  
[X Link](https://x.com/yoemsri/status/2019458638704783765)  2026-02-05T17:10Z [----] followers, 42.9K engagements


"@SawyerMerritt The ambition gap is staggering. While the rest of the world fights over 50bps rate cuts SpaceX is filing paperwork to build a Dyson Swarm"  
[X Link](https://x.com/yoemsri/status/2019460077472628940)  2026-02-05T17:16Z [----] followers, [---] engagements


"@ImSh4yy Do you manually review every dependency in your node_modules We trust millions of lines of open-source code weve never read. AI is just another abstraction layer"  
[X Link](https://x.com/yoemsri/status/2019478841509470399)  2026-02-05T18:30Z [----] followers, [---] engagements


"@bcherny The effort slider is a massive UX win. We don't need PhD-level reasoning for a simple regex but we definitely need it for a refactor. Giving us control over the speed/quality trade-off is brilliant"  
[X Link](https://x.com/yoemsri/status/2019481317344199114)  2026-02-05T18:40Z [----] followers, [----] engagements


"@jumperz Chat UIs are just training wheels. Once you realize you can orchestrate models to talk to each other with persistent memory manual chatting feels like going back to dial-up"  
[X Link](https://x.com/yoemsri/status/2019483310997516465)  2026-02-05T18:48Z [----] followers, [---] engagements


"@_simonsmith Frontier signals that Compute and Labor are becoming interchangeable assets on the balance sheet. A fundamental shift in how companies are built"  
[X Link](https://x.com/yoemsri/status/2019485673103716376)  2026-02-05T18:57Z [----] followers, [---] engagements


"@sama Codex powering the agents is the interesting bit. It means the orchestration layer and the execution layer are now unified. Less glue code more just telling it what to do"  
[X Link](https://x.com/yoemsri/status/2019493247417024540)  2026-02-05T19:28Z [----] followers, [----] engagements


"@DKThomp Home screen is underselling it. Its becoming the default interface for work itself. Email docs code research all funneling through one conversation. The browser might be the thing that gets disrupted next"  
[X Link](https://x.com/yoemsri/status/2019494550180434365)  2026-02-05T19:33Z [----] followers, 15.7K engagements


"@Dr_Singularity Its only going to get better from hereon"  
[X Link](https://x.com/yoemsri/status/2019501327018004890)  2026-02-05T20:00Z [----] followers, [---] engagements


"@Dr_Singularity Energy is the actual economy. Everything else is just accounting for how we allocate it. China figured out that GDP follows watts not the other way around"  
[X Link](https://x.com/yoemsri/status/2019507736803721709)  2026-02-05T20:25Z [----] followers, [---] engagements


"@teortaxesTex Digital brains connected to physical hands running experiments on loop. This is the moment the memes become real. Wet lab speedrun unlocked"  
[X Link](https://x.com/yoemsri/status/2019556147091632487)  2026-02-05T23:38Z [----] followers, [----] engagements


"@dwarkesh_sp @elonmusk One Starship launch per hour by [----]. Either that happens and xAI wins by default or it doesn't and they're just another player. Might as well swing for the outcome where you have an unbeatable edge"  
[X Link](https://x.com/yoemsri/status/2019557405756178619)  2026-02-05T23:43Z [----] followers, [---] engagements


"Most agent swarms die on boring constraints: identity permissions and cost. If you want them to matter show task completion rates under real budgets and real tool access. Otherwise its theatre with a GPU bill. I think a lot of the clawdbot (or openclaw or whatever) stuff is a bit performative *but* soon it wont be. Continuous learning decentralised unstoppable agents and another leg up in capabilities are but a few months away. How would you compete against or stop a clawdswarm I think a lot of the clawdbot (or openclaw or whatever) stuff is a bit performative *but* soon it wont be."  
[X Link](https://x.com/yoemsri/status/2019727798513062363)  2026-02-06T11:00Z [----] followers, [---] engagements


"@elonmusk Define Galileo test concretely: is it truth under ridicule + authority pressure or predictive power against consensus Whats one benchmark youd use to score an AI on that"  
[X Link](https://x.com/yoemsri/status/2019808418425721106)  2026-02-06T16:20Z [----] followers, [----] engagements


"@rohanpaul_ai Age matters less than unit economics. If it still pencils out GPUs stay in the fleet and get repurposed especially for inference"  
[X Link](https://x.com/yoemsri/status/2019809287414104221)  2026-02-06T16:23Z [----] followers, [---] engagements


"@michaelnicollsx If you are bored optimizing ad-tech algorithms this is the exit ramp. Solving radiation hardening for orbital GPUs is actual engineering"  
[X Link](https://x.com/yoemsri/status/2019813146219966872)  2026-02-06T16:39Z [----] followers, [----] engagements


"@DeItaone This is the most honest thing any AI CEO has said. If AI is effective Nvidia sells the most valuable product in history. If it isn't they just sold the most expensive space heaters ever manufactured"  
[X Link](https://x.com/yoemsri/status/2019829664437661823)  2026-02-06T17:44Z [----] followers, [----] engagements


"@DeItaone Conceding China doesn't contain them. It just forces them to build domestic alternatives. Nvidia loses revenue and the US loses leverage. Worst of both worlds"  
[X Link](https://x.com/yoemsri/status/2019830218366808285)  2026-02-06T17:47Z [----] followers, [----] engagements


"@TheAnkurTyagi This is exactly how you end up with a codebase nobody understands in [--] months. AI reviewing AI code is a closed loop with no actual accountability. Someone has to know what got shipped"  
[X Link](https://x.com/yoemsri/status/2019837460704801250)  2026-02-06T18:15Z [----] followers, [---] engagements


"@MattPRD @moltbook The first companies that built for mobile instead of desktop captured the next decade. Building for AI agents instead of humans is the same inflection point"  
[X Link](https://x.com/yoemsri/status/2019852541727797710)  2026-02-06T19:15Z [----] followers, [---] engagements


"@danhortondaily @MattPRD @moltbook True but someone has to build the first layer. And yes compression happens but first-mover advantage in agents still compounds fast"  
[X Link](https://x.com/yoemsri/status/2019854035533111644)  2026-02-06T19:21Z [----] followers, [--] engagements


"@xiao_ted Robot is just a machine that makes decisions. Once you define it that way the entire physical economy is robotics waiting to be activated"  
[X Link](https://x.com/yoemsri/status/2019861671007961559)  2026-02-06T19:52Z [----] followers, [--] engagements


"@getpochi @TheAnkurTyagi If AI writes both code and tests youre still in a closed loop. Someone needs to verify intent not just test coverage"  
[X Link](https://x.com/yoemsri/status/2019910744649920536)  2026-02-06T23:07Z [----] followers, [--] engagements


"@Prathkum The model is stateless. It doesn't remember your last session. What changed is your expectations went up while your prompt effort went down"  
[X Link](https://x.com/yoemsri/status/2019912260618277297)  2026-02-06T23:13Z [----] followers, [----] engagements


"If your training run needs NVLink youre already in a small corner of workloads. Most production inference is memory bandwidth and latency bound. European infra wins by optimising networking compilation and batch policy not chasing the biggest single-node spec"  
[X Link](https://x.com/yoemsri/status/2020165680516198909)  2026-02-07T16:00Z [----] followers, [---] engagements


"@aakashgupta No natural stopping point is the sleeper problem. Every previous workflow had built-in friction that forced rest. AI removed it. The burnout wave coming is going to be unprecedented"  
[X Link](https://x.com/yoemsri/status/2020181061255459072)  2026-02-07T17:01Z [----] followers, [---] engagements


"@vitrupo If we are in a simulation the simulators are probably running it specifically to watch what happens when a civilization builds its own intelligence. We are the interesting part"  
[X Link](https://x.com/yoemsri/status/2020185518814949473)  2026-02-07T17:18Z [----] followers, [---] engagements


"@niccruzpatane You forgot radiation. Cosmic rays shred high-density silicon. You save on solar panels but spend it all on heavy shielding to prevent bit-flips in your training run"  
[X Link](https://x.com/yoemsri/status/2020186281196822995)  2026-02-07T17:21Z [----] followers, [---] engagements


"@Teknium Grep finds strings. RLM finds meaning. One requires you to know what you're looking for. The other figures out what you should be looking for"  
[X Link](https://x.com/yoemsri/status/2020203988109652147)  2026-02-07T18:32Z [----] followers, [----] engagements


"@VraserX Whoever owns the weights owns the economy. Right now that's three labs in San Francisco. That concentration is the actual thing to worry about"  
[X Link](https://x.com/yoemsri/status/2020212031375458561)  2026-02-07T19:04Z [----] followers, [---] engagements


"@PeterDiamandis "Too cheap to meter" was promised for nuclear energy and never happened. But compute actually follows that curve. The difference is bits have no marginal cost. Atoms still do"  
[X Link](https://x.com/yoemsri/status/2020217121817407781)  2026-02-07T19:24Z [----] followers, [----] engagements


"@alexalbert__ This is why GPUs matter more than benchmarks. Users don't feel the difference between 90% and 92% accuracy. They absolutely feel the difference between [--] seconds and [--] second"  
[X Link](https://x.com/yoemsri/status/2020221015796633681)  2026-02-07T19:39Z [----] followers, [----] engagements


"@mark_k Decels are fighting the coordination problem. Accels just have to keep building. Offense is always easier than global defense"  
[X Link](https://x.com/yoemsri/status/2020223308424241594)  2026-02-07T19:49Z [----] followers, [--] engagements


"@AlexFinn You're basically a hedge fund manager now. Capital deployed across agents each with different risk profiles and capabilities. The job title is "allocator of intelligence.""  
[X Link](https://x.com/yoemsri/status/2020225359091015689)  2026-02-07T19:57Z [----] followers, [---] engagements


"@APompliano They've been doing this for years. It's called RPA (Robotic Process Automation). The difference is now the model can handle the edge cases where the UI changed slightly. The fragility is gone"  
[X Link](https://x.com/yoemsri/status/2020293013071884349)  2026-02-08T00:26Z [----] followers, [----] engagements


"European AI teams keep overpaying for peak. If your utilisation is 30-40% youre buying downtime. Two levers matter more than model choice: 1) higher batch efficiency 2) tighter autoscaling limits Lower bill same output"  
[X Link](https://x.com/yoemsri/status/2020452564261818683)  2026-02-08T11:00Z [----] followers, [---] engagements


"@burkov The Holy War ended with Apple Silicon. Unified Memory made the Mac the only viable local AI lab. You can't fit a 70B model on a ThinkPad"  
[X Link](https://x.com/yoemsri/status/2020537881006137809)  2026-02-08T16:39Z [----] followers, [----] engagements


"@WClementeIII One morning of vibe coding replaced a $5M seed round. The distribution layer is the only moat left"  
[X Link](https://x.com/yoemsri/status/2020543334284955744)  2026-02-08T17:00Z [----] followers, [---] engagements


"@mark_k @OpenAI Audio first makes sense. The killer AI interface was never a screen. It was always a voice in your ear"  
[X Link](https://x.com/yoemsri/status/2020544828518367287)  2026-02-08T17:06Z [----] followers, [---] engagements


"@fchollet Fair point. But [----] to [----] was the integration phase. The real test is [----] to [----] when AI is native in every browser. The disruption is lagging not canceled"  
[X Link](https://x.com/yoemsri/status/2020547888535707919)  2026-02-08T17:18Z [----] followers, [----] engagements


"@jukan05 More apps same 30% cut. Apple doesn't need to vibe code. They just collect rent on everyone who does"  
[X Link](https://x.com/yoemsri/status/2020569293176344628)  2026-02-08T18:43Z [----] followers, [---] engagements


"@leothecurious In [----] without the ecosystem the APIs the context you'd have a genius trapped in a box with no hands"  
[X Link](https://x.com/yoemsri/status/2020571170941145307)  2026-02-08T18:51Z [----] followers, [---] engagements


"@KyleAsay_ If you can vibe code Salesforce in a weekend someone can vibe code your startup in an afternoon. The disruption sword cuts both ways. Only moat left is distribution and trust"  
[X Link](https://x.com/yoemsri/status/2020573528425161020)  2026-02-08T19:00Z [----] followers, [---] engagements


"@AyusoValue Associates used to bill [--] hours for this. Now they bill [--] minutes. The margin for error just disappeared"  
[X Link](https://x.com/yoemsri/status/2020582804216525195)  2026-02-08T19:37Z [----] followers, [---] engagements


"@Dr_Singularity Normalcy bias is a survival mechanism. If we actually processed the exponential curve we'd all just stare at the wall in paralysis"  
[X Link](https://x.com/yoemsri/status/2020585844923670761)  2026-02-08T19:49Z [----] followers, [---] engagements


"@skorusARK The Earth has NIMBYs. Space just has physics. Capital flows to the path of least resistance"  
[X Link](https://x.com/yoemsri/status/2020593652725153860)  2026-02-08T20:20Z [----] followers, [---] engagements


"@scaling01 xAI is undervalued here. You listed compute but missed the data moat: real-time human intent from X plus real-world physics video from Tesla. That is a unique feedback loop that Googles money cannot replicate"  
[X Link](https://x.com/yoemsri/status/2020895416040997229)  2026-02-09T16:19Z [----] followers, [---] engagements


"@milan_milanovic Code is a liability not an asset. AI allows us to generate infinite technical debt at zero marginal cost. The engineers value is now defined by the complexity they refuse to introduce not just the features they ship"  
[X Link](https://x.com/yoemsri/status/2020922386598724094)  2026-02-09T18:06Z [----] followers, [---] engagements


"@thsottiaux Shipping actual novel tech while everyone else just builds UI wrappers is the only moat left. Eyes peeled"  
[X Link](https://x.com/yoemsri/status/2020928297002320270)  2026-02-09T18:30Z [----] followers, [---] engagements


"@Yuchenj_UW Biological brains rewire to learn Digital brains reason to adapt. If the inference is sound and the problem is solved you're arguing about the plumbing while the water is running perfectly"  
[X Link](https://x.com/yoemsri/status/2020931790353969340)  2026-02-09T18:44Z [----] followers, [---] engagements


"@VictorTaelin Using a trillion-parameter LLM to discover a zero-float lambda book is the ultimate bootstrap. The dinosaur is building the meteor"  
[X Link](https://x.com/yoemsri/status/2020934360694915500)  2026-02-09T18:54Z [----] followers, [---] engagements


"@matthew_sigel 10GW is roughly the entire output of Norway's hydroelectric system. We are entering the era where AI labs have energy profiles of small nations"  
[X Link](https://x.com/yoemsri/status/2020938509222281353)  2026-02-09T19:11Z [----] followers, [----] engagements


"@michaeljburry Google owns the search habit of [--] billion humans the dominant mobile OS and YouTube. Motorola sold hardware. The moat comparison breaks down at the business model level"  
[X Link](https://x.com/yoemsri/status/2020939214582579288)  2026-02-09T19:13Z [----] followers, [----] engagements


"@Dr_Singularity The most dangerous assumption right now is linear extrapolation. People plan for [----] like it's [----] plus five years of normal progress. It won't be"  
[X Link](https://x.com/yoemsri/status/2020945801128837543)  2026-02-09T19:40Z [----] followers, [--] engagements


"@mark_k @OpenAI An interesting week for us"  
[X Link](https://x.com/yoemsri/status/2020948515652805066)  2026-02-09T19:50Z [----] followers, [--] engagements


"@leonabboud Yahoo was first. MySpace was first. Nokia was first. 'First to mind' only works until the product gap becomes too wide to ignore. If Claude is consistently 30% better for [--] months the default shifts overnight"  
[X Link](https://x.com/yoemsri/status/2020950552394465348)  2026-02-09T19:58Z [----] followers, [--] engagements


"@ChrisCamillo When intelligence becomes cheap and ambient it stops being sold and starts directing demand. Whoever controls that layer skims the $22T consumers already spend. Thats why the capex math works"  
[X Link](https://x.com/yoemsri/status/2020960129915769244)  2026-02-09T20:36Z [----] followers, [---] engagements


"@Kalshi Ads are just proof AI won distribution first. Monetization always comes second"  
[X Link](https://x.com/yoemsri/status/2020960607391162838)  2026-02-09T20:38Z [----] followers, [--] engagements


"@Dr_Singularity Every generation had change. Ours has compounding change"  
[X Link](https://x.com/yoemsri/status/2020961125463097445)  2026-02-09T20:40Z [----] followers, [--] engagements


"Pricing Codex by tokens alone misprices the expensive part. The cost driver is peak concurrency. A [--] minute burst that reserves GPUs beats 50k steady tokens. Capacity pricing plus token pricing is closer to physical reality"  
[X Link](https://x.com/yoemsri/status/2020962169005973651)  2026-02-09T20:45Z [----] followers, [---] engagements


"@mark_k @Anthropic @OpenAI @GoogleDeepMind We are witnessing the commoditization of intelligence in real-time"  
[X Link](https://x.com/yoemsri/status/2021006888239059356)  2026-02-09T23:42Z [----] followers, [--] engagements


"@MarioNawfal SpaceX doesn't need Tesla. Tesla needs SpaceX. That's the entire DD on this merger thesis"  
[X Link](https://x.com/yoemsri/status/2021007335272088036)  2026-02-09T23:44Z [----] followers, [---] engagements


"@Param_eth Stripe is a wrapper on bank APIs. Convenience always wins. Always"  
[X Link](https://x.com/yoemsri/status/2021008320337957284)  2026-02-09T23:48Z [----] followers, [--] engagements


"@Dr_Singularity Most people won't notice until it's already happened"  
[X Link](https://x.com/yoemsri/status/2021013821561897138)  2026-02-10T00:10Z [----] followers, [---] engagements


"@Yuchenj_UW You can generate the code but you can't prompt-engineer SOC2 compliance SSO integration or data residency. Enterprises pay for the SLA and liability shield not the features"  
[X Link](https://x.com/yoemsri/status/2021259476725006833)  2026-02-10T16:26Z [----] followers, [---] engagements


"@Zeneca Pricing power collapses when the marginal cost of replication hits zero. The only sustainable businesses will hold unique data or handle complex liability. Wrappers have no long-term defensive moat"  
[X Link](https://x.com/yoemsri/status/2021260019916820616)  2026-02-10T16:28Z [----] followers, [--] engagements


"@daniel_mac8 Competence is the best user interface"  
[X Link](https://x.com/yoemsri/status/2021262860702175462)  2026-02-10T16:39Z [----] followers, [--] engagements


"@kr0der @steipete Prompt engineering is dead. System-level instruction design for agents is the real skill now"  
[X Link](https://x.com/yoemsri/status/2021267118411444714)  2026-02-10T16:56Z [----] followers, [--] engagements


"@Legendaryy Local hardware plus Tailscale is the setup nobody talks about enough. The latency difference running memory management locally versus cloud-hosted is night and day once you experience it"  
[X Link](https://x.com/yoemsri/status/2021271982185078964)  2026-02-10T17:16Z [----] followers, [---] engagements


"@thedulab The grindset flex becomes cringe the moment leverage makes it unnecessary. Working hard on the wrong layer looks like cosplay when someone else 10x'd the output in an afternoon"  
[X Link](https://x.com/yoemsri/status/2021299883068531140)  2026-02-10T19:07Z [----] followers, [--] engagements


"@danmartell True but most people lack both. Ai doesnt fix missing creativity or execution. it amplifies whats already there"  
[X Link](https://x.com/yoemsri/status/2021311947350646908)  2026-02-10T19:54Z [----] followers, [--] engagements


"@InvesysCapital Deflation in production always leads to inflation in attention. That's where the next margins live"  
[X Link](https://x.com/yoemsri/status/2021629543602434138)  2026-02-11T16:56Z [----] followers, [--] engagements


"@Param_eth Every expensive technology looks like a luxury until it doesn't. GPT [---] level was elite two years ago. Now it's basically free"  
[X Link](https://x.com/yoemsri/status/2021632089029050666)  2026-02-11T17:07Z [----] followers, [---] engagements


"@imPenny2x The first time a solo founder outbids an agency for a contract with a 10x lower quote the market will figure it out fast. That moment is coming in months not years"  
[X Link](https://x.com/yoemsri/status/2021670578839748923)  2026-02-11T19:40Z [----] followers, [---] engagements


"In [----] Winston Churchill won World War [--] with his most powerful weapon: After Hitler had conquered [--] countries in [--] years. Churchill needed more than bombs & battleships. He needed a plan. Here's the decision-making framework that saved the world from Hitler's reign:"  
[X Link](https://x.com/anyuser/status/1883915396782440659)  2025-01-27T16:30Z [----] followers, 473.4K engagements


"France just found the holy grail of clean energy hidden in abandoned mines. Natural hydrogenthe fuel experts swore was impossible. Zero emissions. Dirt cheap. Ready to use. Here's why France will dethrone Saudi Arabia in the new energy era:"  
[X Link](https://x.com/anyuser/status/1908180302473887879)  2025-04-04T15:30Z [----] followers, 498.7K engagements


"@tobi Introverts winning is funny framing but directionally accurate. People who prefer working alone just got tools that make collaboration optional for many tasks"  
[X Link](https://x.com/anyuser/status/1990097094619668960)  2025-11-16T16:38Z [----] followers, 66.9K engagements


"A hardware startup can look healthy on paper and still be unscalable. Strong demand. A working prototype. A contract manufacturer lined up. Then you try to ship 10x more units and everything breaks: http://x.com/i/article/2019366986728325120 http://x.com/i/article/2019366986728325120"  
[X Link](https://x.com/yoemsri/status/2019818260695261658)  2026-02-06T16:59Z [----] followers, 35.2K engagements


"@ID_AA_Carmack Only Carmack would look at a fiber optic cable and see a memory bus. The man thinks in first principles the way most people think in product roadmaps"  
[X Link](https://x.com/yoemsri/status/2019851001571020921)  2026-02-06T19:09Z [----] followers, 11.3K engagements


"@missmayn AI made everyone think they could skip the learning curve. Turns out the learning curve existed for a reason. The professional still wins when precision matters"  
[X Link](https://x.com/yoemsri/status/2020233497085112490)  2026-02-07T20:29Z [----] followers, 111.8K engagements


"@RihardJarc 95/5 moving to 70/30 GPU/TPU within three years would vaporize hundreds of billions in NVDA market cap"  
[X Link](https://x.com/yoemsri/status/2021269722113699931)  2026-02-10T17:07Z [----] followers, [----] engagements


"@niccruzpatane Double the power with instant delivery. Diesel semis lose on every metric that matters to fleet economics. The transition is inevitable. Truckers who test drive this won't go back"  
[X Link](https://x.com/yoemsri/status/2021294602007806183)  2026-02-10T18:46Z [----] followers, [----] engagements


"@gothburz A $650 billion industry relying on humans LARPing as machines to sustain the valuation narrative is the ultimate recursion loop. We are the ghost in our own machine"  
[X Link](https://x.com/yoemsri/status/2021312463115833815)  2026-02-10T19:57Z [----] followers, 37.6K engagements


"@striver_79 AI can write code 10x faster which means companies will ship 10x more code which means 10x more tech debt. The maintenance bottleneck is about to get wild"  
[X Link](https://x.com/yoemsri/status/2021631723490992279)  2026-02-11T17:05Z [----] followers, [----] engagements


"@Delicious_Tacos The parody is funny but the pattern it's mocking is real. The difference is AI actually does something. Nobody built a working product with a hot dog metaphor"  
[X Link](https://x.com/yoemsri/status/2021690650417094856)  2026-02-11T20:59Z [----] followers, 20.8K engagements


"@cjtudor The reader doesn't care how you got there. They care if the book is good. The process worship is ego not craft"  
[X Link](https://x.com/yoemsri/status/2021732389995643377)  2026-02-11T23:45Z [----] followers, [---] engagements


"@Overdose_AI Wait til AI agents start holding their own keys and moving money autonomously. Then it gets wild"  
[X Link](https://x.com/yoemsri/status/2022002766739386570)  2026-02-12T17:40Z [----] followers, [--] engagements


"@ZubyMusic Real intelligence is scarce. AI just scales whatever you already have. Dangerous if you're dumb. Unstoppable if you're smart"  
[X Link](https://x.com/yoemsri/status/2022006325719577079)  2026-02-12T17:54Z [----] followers, [--] engagements


"@Prathkum Assembly is generous. It's like doing math with an abacus while everyone else uses a calculator. The leverage gap is now 100x"  
[X Link](https://x.com/yoemsri/status/2022008810051969081)  2026-02-12T18:04Z [----] followers, [--] engagements


"@chamath Data sovereignty is the moat. If your model runs on Azure your brain is rented. On prem with open weights is the only way to own your intelligence"  
[X Link](https://x.com/yoemsri/status/2022013426068074922)  2026-02-12T18:22Z [----] followers, [----] engagements


"@AscendedYield It ate it already. Most active managers underperform index funds. AI just speeds up the humiliation"  
[X Link](https://x.com/yoemsri/status/2022022138878996625)  2026-02-12T18:56Z [----] followers, [---] engagements


"@ID_AA_Carmack IQ is getting commoditized. Bias for action becomes the only edge. The doers eat the thinkers alive"  
[X Link](https://x.com/yoemsri/status/2022024614051033531)  2026-02-12T19:06Z [----] followers, [----] engagements


"@danshipper @OpenAI @every Thats really fast OpenAI is optimising for speed"  
[X Link](https://x.com/yoemsri/status/2022028077883441350)  2026-02-12T19:20Z [----] followers, [---] engagements


"@leecronin AlphaFold literally predicted protein structures no human had solved. DeepMind found millions of new materials. What definition of novel are we using here"  
[X Link](https://x.com/yoemsri/status/2022031209581478066)  2026-02-12T19:33Z [----] followers, [----] engagements


"@theo If the cost of refactoring hits zero architecture matters significantly less. Code becomes disposable rather than a long-term asset to be curated"  
[X Link](https://x.com/yoemsri/status/2021258600383971757)  2026-02-10T16:22Z [----] followers, [----] engagements


"@kapsology Software is just the beta test. Once we perfect the agents on ourselves we deploy them to law finance and healthcare. Enjoy the show"  
[X Link](https://x.com/yoemsri/status/2022005479682289875)  2026-02-12T17:50Z [----] followers, [---] engagements


"@AndrewYang Most companies are 40% admin overhead and pretend it's essential. AI is about to expose that lie at scale"  
[X Link](https://x.com/yoemsri/status/2022025567370084760)  2026-02-12T19:10Z [----] followers, [----] engagements


"@AnthropicAI 10x revenue growth [--] years straight. Anyone still calling AI a bubble needs to read these numbers again slowly"  
[X Link](https://x.com/yoemsri/status/2022032354555179479)  2026-02-12T19:37Z [----] followers, [----] engagements


"@oprydai Physics is just the API documentation for the universe. We finally built a model that read the manual"  
[X Link](https://x.com/yoemsri/status/2020536178374558094)  2026-02-08T16:32Z [----] followers, [--] engagements


"@sama The cybersecurity delay is actually the most bullish signal here. A model dangerous enough to need extra safety work before API access is a model that's genuinely capable"  
[X Link](https://x.com/yoemsri/status/2020942864382034041)  2026-02-09T19:28Z [----] followers, [---] engagements


"@JaredSleeper Salesforce needs [-----] people to do what agents will handle with a fraction of that headcount. This list is a before photo"  
[X Link](https://x.com/yoemsri/status/2021273132091277520)  2026-02-10T17:20Z [----] followers, [----] engagements


"@vig_xyz The talent vacuum is real. Labs are consolidating the people who know how to ship production AI not just train models. Leaves a massive gap in the market for applied implementation"  
[X Link](https://x.com/yoemsri/status/2021298817883144347)  2026-02-10T19:02Z [----] followers, [---] engagements


"@missmayn AlphaFold solving protein folding accelerated drug discovery by decades. Cancer detection rates in radiology are up. The life-saving improvements happen in the lab not the chat window"  
[X Link](https://x.com/yoemsri/status/2021304855021699535)  2026-02-10T19:26Z [----] followers, [---] engagements


"@Dr_Singularity Doubling AlphaFold [--] performance is insane velocity. We are watching biology become an information technology discipline in real time"  
[X Link](https://x.com/yoemsri/status/2021305552647635188)  2026-02-10T19:29Z [----] followers, [---] engagements


"@AutismCapital Will use my time learning how not to be obsolete. Focusing on what will be in demand post-singularity"  
[X Link](https://x.com/yoemsri/status/2021669999858118833)  2026-02-11T19:37Z [----] followers, [---] engagements


"@Ross__Hendricks Netflix Amazon Uber all bled cash during hypergrowth. The question isn't profit today but whether demand is real. It clearly is"  
[X Link](https://x.com/yoemsri/status/2021692128728936593)  2026-02-11T21:05Z [----] followers, [----] engagements


"@Crypto_McKenna Its already happening"  
[X Link](https://x.com/yoemsri/status/2021730753650762040)  2026-02-11T23:39Z [----] followers, [---] engagements


"@HighyieldHarry They don't need mass adoption. They need the top 10% of the market that actually pays for software"  
[X Link](https://x.com/yoemsri/status/2019117411119821217)  2026-02-04T18:34Z [----] followers, [----] engagements


"@Yuchenj_UW Inference compute is closing that gap. If the model can reason through a brand new problem in real-time without updating weights does the distinction even matter"  
[X Link](https://x.com/yoemsri/status/2020926184167719377)  2026-02-09T18:22Z [----] followers, [----] engagements


"@antirez Prompts describe the happy path. Code handles the ten thousand edge cases the spec never imagined. That gap never closes"  
[X Link](https://x.com/yoemsri/status/2021293474973110634)  2026-02-10T18:41Z [----] followers, [---] engagements


"@ns123abc [--] years of R&D compressed into a single inference run. The unit economics of drug discovery just collapsed"  
[X Link](https://x.com/yoemsri/status/2021303800405934191)  2026-02-10T19:22Z [----] followers, [----] engagements


"@slow_developer You can't learn gravity from Reddit comments. The next frontier is embodied data not just more text scraping"  
[X Link](https://x.com/yoemsri/status/2021315205355983060)  2026-02-10T20:07Z [----] followers, [--] engagements


"Codex hitting 1M users shifts the bottleneck. Coding speed is no longer the constraint. Review throughput is. Teams need budgets for: tests CI minutes code owners security review. Otherwise AI just increases the queue"  
[X Link](https://x.com/yoemsri/status/2021324552824103189)  2026-02-10T20:45Z [----] followers, [---] engagements


"AI reasoning 100x cheaper by [----] wont feel like 100x cheaper products. Most of the gain gets reinvested into: - longer context - more tool calls - more retries Operators win by shipping fixed-cost workflows not open-ended agents"  
[X Link](https://x.com/yoemsri/status/2021637898370789664)  2026-02-11T17:30Z [----] followers, [--] engagements


"@CtrlAltDwayne They have AGI but not a Linux build pipeline apparently. Priorities"  
[X Link](https://x.com/yoemsri/status/2021688190642344381)  2026-02-11T20:50Z [----] followers, [--] engagements


"@milkkarten Every major technology got the same "fear sells" treatment. The internet was going to destroy society too. The difference is AI actually ships useful products today. Fear is the marketing but the capability is real"  
[X Link](https://x.com/yoemsri/status/2021688571439018387)  2026-02-11T20:51Z [----] followers, [---] engagements


"@Austen Nobody wants to admit their [--] year skill stack can be replicated in [--] seconds. But wanting something to be true doesn't make it true"  
[X Link](https://x.com/yoemsri/status/2021690999441936538)  2026-02-11T21:01Z [----] followers, [--] engagements


"@PeterDiamandis We solved the thinking layer. Now we need the doing layer. Robotics is the final bridge between infinite intelligence and finite physical reality"  
[X Link](https://x.com/yoemsri/status/2021984190900957606)  2026-02-12T16:26Z [----] followers, [--] engagements


"@dioscuri Prompt engineering guides are like phrasebooks for tourists. Fluency only comes from thousands of messy conversations where you learn what actually works"  
[X Link](https://x.com/yoemsri/status/2021682776370557429)  2026-02-11T20:28Z [----] followers, [---] engagements


"@karpathy The Cost of Intelligence is falling faster than Moore's Law. A 600x reduction in [--] years implies that we are limited by algorithmic inefficiency. At this rate training a GPT-4 class model becomes a high school science project by 2032"  
[X Link](https://x.com/yoemsri/status/2017705288673935647)  2026-01-31T21:03Z [----] followers, [----] engagements


"@Kalshi The current global GDP is $105T. He's saying Tesla will be worth the entire world economy. The only way that math works is if the robots do most of the work"  
[X Link](https://x.com/yoemsri/status/2019911254282801250)  2026-02-06T23:09Z [----] followers, [----] engagements


"@berman66 Domain experts with prompts are now more dangerous than junior engineers with frameworks. The people closest to the problem can finally build the solution. Everything changes from here"  
[X Link](https://x.com/yoemsri/status/2021292808326324302)  2026-02-10T18:38Z [----] followers, [---] engagements


"If AI lifts GDP growth the constraint shifts to energy and permitting. For Europe sovereignty is concrete: - secured power - predictable cooling water strategy - grid connections in months not years Compute plans without this are fiction"  
[X Link](https://x.com/yoemsri/status/2021615240627249309)  2026-02-11T16:00Z [----] followers, [--] engagements


"@sandeepnailwal Disagree slightly. Products become commodities. Services become the margin. The winners bundle both with distribution nobody else can copy"  
[X Link](https://x.com/yoemsri/status/2022003340922806455)  2026-02-12T17:42Z [----] followers, [--] engagements


"Export controls debates miss a basic constraint: compute is now a supply chain. Two futures look plausible: 1) concentrated frontier training decentralised inference 2) regional stacks end-to-end Europe should optimise for (2) in regulated sectors where data gravity is real"  
[X Link](https://x.com/yoemsri/status/2019033228397703526)  2026-02-04T13:00Z [----] followers, [--] engagements


"@MRatable The difference is AI removes the implementation pain. FOSS was free but expensive to deploy. Now deployment is a prompt away"  
[X Link](https://x.com/yoemsri/status/2021682319514296684)  2026-02-11T20:26Z [----] followers, [----] engagements


"@BowTiedBull Lopsided is the right word. The multiplier for people who know what to build just went from 2x to 100x overnight"  
[X Link](https://x.com/yoemsri/status/2021689940489253259)  2026-02-11T20:56Z [----] followers, [---] engagements


"Humanoid robots will impact jobs through standardized environments first. Warehouses hospitals and hotels share common infrastructure: hallways carts doors. The challenge is reliability: achieving 99.9% uptime with safety proofs and cost-effective servicing"  
[X Link](https://x.com/yoemsri/status/2022000287037427946)  2026-02-12T17:30Z [----] followers, [--] engagements


"@Nowooski Siri was built to be a voice remote. Claude was built to be a brain. You can't patch your way from one to the other"  
[X Link](https://x.com/yoemsri/status/2022026061387800941)  2026-02-12T19:12Z [----] followers, [--] engagements


"Post-labour economics will break welfare math long before it breaks work. If income decouples eligibility tests become pointless. A workable model looks like: compute dividend + universal basic services + steep land value tax"  
[X Link](https://x.com/yoemsri/status/2022049329788428741)  2026-02-12T20:45Z [----] followers, [--] engagements

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