If you are on the buyside and your PM or CIO insists AI is a bubble you should do everything in your power to find a new seat. How deeply you understand bottlenecks and tokenomics will be the primary driver of alpha over the next five years and you should put yourself in a position where you have the leash to be involved and learning instead of watching from the sidelines. We are at the starting line. The people pointing to memory stocks instead of model IQ tipping points simply lack the IQ or imagination to understand that.

Poke is OpenClaw for normies. First AI product I've seen successfully scale on iMessage. Closed an unannounced $10M round at $300M from Spark in Q1. Congrats!

We just loss a playoff game to a nigga w purple nails we fkn suk bear azz! Bare ass!!! We don’t deserve to be in the playoffs. Straight like that.

Really really good @theallinpod with @SecScottBessent. Couple highlights I took away below: - I'm [Bessent] a deficit hawk. But can't do it all at once. Every $300b we cut is 1% of GDP. we're trying to land the plane well - By 2028 get back to long term average - 3 / 3.5% deficit to GDP - Long term average is 18% gov spending to GDP. Biden took it to 25%. Singapore is 18%. Singapore - they like small government, don't like illegal immigration, like personal safety just like Trump administration - Plan 1: 1)De-lever the government by cutting spending, shedding excess government labor. 2) de -regulate the financial sector. 3) Private sector can re-lever. Shed government jobs picked up by private sector. When private sector re-levers, can stimulate growth - Plan 2: Re-order the international trading system. Bring jobs back to the US and re-invigorate the middle class. Use Tariffs where needed. But tariffs are just one arrow. - 3 other things to bring manufacturing back. 1) Low and predictable taxes. 2) Substantially lower regulation / make it more predictable. 3) Make energy cheaper. - Fixing affordability. Getting prices down is just one component. Really it's getting real wages up. - Tax cuts - Yes, they reduce revenue. BUT - They will grow GDP. Trendline as been 1.8%. If you can get that over 3%, keep expenses flat, then it works. And we're really just renewing the tax regime, not changing it. Doing nothing means tax regime reverts, we want to keep it - Deregulation - an important lever. Regulation is a "financial corset." Cutting regulation = driving investment dollars. Main street is served by regional / community banks. And they have been stifled by regulation. We'll re-examine banking regulation, particularly as it relates to smaller banks. Unlock capital for Main Street - We're not just focused on "lowering rates." We want cheap energy. We want government spending down. We want lower regulation. When all of this happens, rates will come down Pro business / pro growth ✅✅

The biggest movie star of 1939 and the biggest movie star of right now are both in this picture

Eric Schmidt says @MistralAI (where he’s an investor) will need to release their third model as closed source because they simply cannot afford to keep open sourcing their models!! IMHO, fiat markets are the wrong representation of value for AI.. Bittensor is the optimal representation.