Artificial Intelligence (AI)

Dario Amodei, CEO of Anthropic, explains that DeepSeek has around 50k H100. That is the equivalent to 1/2 the size that Elon created and 2 orders of magnitude smaller than what the big players plan 2 years down the road

Economics

Everything is becoming a subscription business

The 462B missing piece. Softbank does not have enough cash to invest the 500B:

Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM.

SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per BBG.  They own $143b in ARM and $18b in…

Gavin Baker

The 462B missing piece. Softbank does not have enough cash to invest the 500B: https://x.com/gavinsbaker/status/1882081746877063677

OpenAI together with SoftBank and Oracle will deploy 100B to build new AI infrastructure called Stargate in Texas! 🤠🇺🇸

Announcing The Stargate Project

The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure…

OpenAI

OpenAI together with SoftBank and Oracle will deploy 100B to build new AI infrastructure called Stargate in Texas! 🤠🇺🇸

https://x.com/openai/status/1881830103858172059

eulerlagrange

Post a photo of you in a different era

🤝 we may have gone through this phase at the same time Dan

"And I've been doing this for 49 years and we're probably going from the most anti-business administration to the opposite." - Stanley Druckenmiller

$TRUMP is now available to trade on Robinhood. Wild 🤯

Memes

e/acc

Anduril is on a path to be a public traded company, and the rumor is that Anduril doubled their revenue reached 1B dollars!

Space

Jeff Bezos

The energy is contagious!

https://x.com/JeffBezos/status/1880012258698498278

Highly recommend this podcast with Marc Andreessen. He explains what is likely going to happen with the US government this year and how DOGE is going to use the end of Chevron Deference to cut costs

Highly recommend this podcast with Marc Andreessen. He explains what is likely going to happen with the US government this year and how DOGE is going to use the end of Chevron Deference to cut costs

https://www.youtube.com/watch?v=YqeI7iViRmE

If this is right, that means that the S&P500 is performing almost as well as money growth.....

The first step for AI agents is being laid out:

We're excited to introduce Tasks! For the first time, ChatGPT can manage tasks asynchronously on your behalf—whether it's a one-time request or an ongoing routine. Here are my favorite use cases:

1/ ChatGPT checks stock price every morning! https://t.co/ce1sEodBwh

Karina Nguyen

The first step for AI agents is being laid out:

https://x.com/karinanguyen_/status/1879270529066262733

Cursor raising another round... Their product is fantastic!

Cursor raising another round... Their product is fantastic! 
https://techcrunch.com/2024/12/19/in-just-4-months-ai-coding-assistant-cursor-raised-another-100m-at-a-2-5b-valuation-led-by-thrive-sources-say/

Some wild stats of the LA wildfires:

The Los Angeles wildfires have now burned ~38,000 acres of land, or ~2.5 TIMES the size of Manhattan! 🍎🏙️

Estimated damages now exceed $150 BILLION, which is equal to ~0.55% of US GDP

When you design a user flow that's 100% foolproof...

Users:

I think this point by Peter Thiel is extremely important and underdiscussed

Tesla

New Model Y announced in China. It will likely be announced in the U.S. soon. Would love to see it in real life

🇧🇷🇺🇸-  Book: Making Things Think: https://holloway.com/mtt. Investor in Wander, Carry, Footprint, Merkle Manufactory (Farcaster), Dynamic, Paragraph.

Giuliano Giacaglia

@giu