Passionate about investing. All tweets are just opinions, not investment advice.

Joined October 2019
196 Photos and videos
Awesome
I basically never write my own /goal anymore. I ask Codex to write one for itself, and one for each agent it spawns. Like this 👇
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Good news
BREAKING: US oil prices crash below $81/barrel after Pakistan announces that the US and Iran have reached a peace deal.
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Quest for Yield retweeted
Jun 13
The US has started banning Europeans from using their latest AI models. The EU needs sovereign models that compete, otherwise we will be cut off. Mistral is perfectly positioned to deliver, European governments must choose it, and help it thrive with less burdensome rules.
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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🤣🤣
Jun 13
Crypto industry seeing AI getting rugged by the government
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Quest for Yield retweeted
Anthropic rubs their nipples and begs to be regulated then whines and whines and whines and whines and whines when they get regulated. Pathetic. You don’t get to have it both ways. They should really be careful. Vibes are everything here and they look like idiots
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Genau!
Das ist der letzte Weckruf für Europa.🚨 KI ist die zentrale Machtfrage der Zukunft. Wenn wir unsere Unabhängigkeit bewahren wollen, müssen wir Schlüsselindustrien um ASML/Zeiss vor Angriffen schützen und den AI-Act-Unsinn sowie planwirtschaftliche Energieeinsparziele streichen.
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Interesting
Fable 5 Medium is the best intelligence per dollar in AI right now. It's not close. New CursorBench results: Fable 5 Medium: 69.8% at $8.27 per task Opus 4.7 Max: 64.8% at $11.02 GPT 5.5 Extra High: 64.3% at $4.37 It beats Opus 4.7 Max and GPT 5.5 on score while costing 25% less than Opus. And it finishes tasks in 47 steps instead of Opus's 96. If you're vibe coding daily, Fable 5 Medium is the answer. Top tier intelligence at a price you can actually run all day.
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Agreed
Hot take: They're not subsidized their margins are insane. They are just absolutely raping api customers. Anyone who has used deepseek or hosted anything and done the math on hardware/power costs knows this
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Finally, some good news for Europe.
German robotics companies are starting to put Europe on the map for physical AI. FT reports NEURA Robotics has secured $1.4B at a ~$7B valuation for humanoid and cognitive robotics. Backing includes: Tether, Qualcomm, Amazon, Nvidia, Bosch, Schaeffler and the European Investment Bank. According to the release, NEURA wants to scale humanoid robot production capacity from 6,000 units this year to tens of thousands next year, with a longer-term target of producing millions of AI-powered robotic arms and humanoids by 2030. It also reports a >$1B order book for its robots, including humanoids. NEURA is not the only German robotics capital story either. Agile Robots is reportedly in talks to raise around $800M, with SoftBank discussing a $300M contribution, for a business spanning industrial arms, warehouse robots and humanoids. This surfaced June 2. On the defence-autonomy side, Helsing was reported in May to be nearing a $1.2B round at an ~$18B valuation, while Stark was reported last week to be in talks to raise €300M at around €2.5B. The structural reason is not hard to see: Germany has deep industrial automation, automotive supply chains, precision manufacturing and defence rearmament tailwinds.
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Stark!
Replying to @MDividende12
Werden wir.
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Agreed!
If you zoom out, we are still so early Alex Sacerdote has spent twenty years studying S-curves He says AI is the biggest one, and it has barely started: - "Hundreds of millions of people are using AI. They're just using AI 1.0, which is like a search engine on steroids." - "Sundar Pichai said it's ten bips (.1%) of the knowledge workers of the world." - "The enterprise application AI market is less than 1% penetrated." - "So it's classic S curve where these are the tinkerers, and then it's gonna go to the early adopters, then it's gonna go to the early mainstream. - "You're going to go from .1% to 1% to 5% to 15% percent in the next four years." - "We're at ten basis points of people really using AI, and there's not enough compute in the world. - "We have this infrastructure layer S-curve, which we think is 10% penetrated. We think it's still one of the best ways to play AI." - "Marc Andreessen (@pmarca) said in the next four years, one thing he's sure of is there's not gonna be enough compute." - "We've been lucky that we've had Internet 1.0, mobile, cloud, e-commerce, and now AI, which we can confidently say is the biggest, and all these things build upon one another." - "The rewards are the highest, because we're talking about a market in the trillions –– we now think three to five." - "But what's amazing about AI is you just, at least with consumers or even business, you just open up the browser and it's there. - "We talk about S curves, we call this a backward L curve, just straight up." image source: @damianplayer
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True lol
Jun 11
Investing in 2026 is deciding which cartoon character you trust more
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Quest for Yield retweeted
insane jump in confirmed successes and praises by users
Jun 10
Exciting news: Claude Fable 5 ranks #1 on the new Agent Arena leaderboard! Fable 5 leads by the widest margin ever over Opus-4.8 and GPT-5.5 on two key signals: confirmed task success rate and praise vs. complaint, despite weaker steerability. If Fable can do something, it will do it very well. If it can't/doesn't want to do something, it may be hard to steer the model towards the goal. In Agent Arena, we measure models on millions of real-world, long-horizon agentic tasks. Models get web search, filesystem, and terminal tools to complete complex workflows: writing code, creating slide deck, researching the web, building apps, and analyzing documents. We use the causal tracing methodology to measure a model's net improvement which indicates how much it improves outcomes relative to the average model. Huge congrats to @AnthropicAI for the incredible milestone! Below we break down how Claude Fable 5 (based on Mythos) scored across 5 signals, drawn from tasks submitted by a global community of users.
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Looking forward to what @OpenAI team has been cooking for tomorrow. First day will be big to counter the amazing model that @AnthropicAI released today
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Awesome!!!
Countries in Europe that have approved @Tesla FSD (Supervised) so far: • Belgium • Netherlands • Denmark • Lithuania • Estonia ~11% of all European countries have now approved FSD (Supervised), and quickly growing.
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Love the confidence coming from OpenAI
Jun 10
Replying to @robertcourson
Feeling pretty good about things
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I just played around with it a bit. It's crazy good. It's easily the best model out there right now. Let's hope Claude will not take it away from us on the 22nd of June. Especially for the max subscribers, there needs to be a certain kind of usage kept.
Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use. Its capabilities exceed those of any model we’ve ever made generally available.
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Quest for Yield retweeted
This is a super exciting release - Claude Fable 5 is the same underlying model as Mythos but with added safeguards. The benchmarks are great and it's SOTA on everything by a margin but I'll add that *qualitatively* also, this is a major-version-bump-deserving step change forward (imo of the same order as Claude 4.5 was in November), peaking especially for long problem-solving sessions on very difficult problems. You can give it a lot more ambitious tasks than what you're used to, the model "gets it" and it will just go, and it's never felt this tempting to stop looking at the code at all (but don't do this in prod!). The model still has quirks that people will run into and the safeguards are configured to be a little too trigger happy for launch, which can hopefully be tuned over time. I feel a lot of things changing as working software increasingly comes out on a tap. The Jevon's paradox kicks in and I feel my own demand for software growing substantially. You can ask for anything - explainers, visualizers, dashboards, bespoke single-use apps (e.g. a full wandb that is hyper-specific just for your project), you can 10X your test suite, auto-optimize code, run giant research projects with custom HTML for the results, anything! "Free your mind" (Matrix ref). Really looking forward to all the things people build!
Replying to @claudeai
Fable 5 is state-of-the-art on nearly all tested benchmarks, with exceptional performance in software engineering, knowledge work, scientific research, and vision. The longer and more complex the task, the larger Fable 5’s lead over our other models.
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Great news. Soon it will be the whole of Europe
FSD approved in Denmark
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