Global Communications & Public Affairs Manager @YouEmployed | Global Shaper @BrusselShapers | Alumnus @UofGlasgow and @collegeofeurope

Brussels, Belgium
Joined November 2011
Inflationen september 2026. Sverige lägst i EU. Vad innebär låg inflation för dig? Det innebär bevarad köpkraft.
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David Timis retweeted
We're about to enter a period where not reading or writing becomes as ubiquitous as smoking once was. We can hope people will eventually realize this is bad for them, as they did with smoking. But this is far from certain; the cost may not be as obvious.
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David Timis retweeted
This is so true
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David Timis retweeted
Writing is the superpower of humankind. It is our truest form of magic. Writing allows you to conjure up something of value where nothing previously existed. It costs little for you to write down the lessons of your life and yet those few minutes spent writing can be life-altering for the right reader. As I once saw it put: "there is someone out there with a wound in the exact shape of your words." Furthermore, writing is the foundation of nearly every technology and innovation because we have to record what we know before we can build upon it. And these innovations are passed down from generation to generation, allowing our children to inherit a richer intellectual fortune than what we were born into. The world is richer because we write and nobody is made poorer in the process.
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Only two of the Mag 7 stocks are outperforming the market this year: Apple and Nvidia. What do they have in common? They rank #1 and #2 in free cash flow. Investors are rewarding cash generation and growing more skeptical of massive AI spending with uncertain future returns.
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David Timis retweeted
Tesla is already pulling away from Waymo in Austin. 438K driverless miles last week vs Waymo’s 406K (Q2 average) even as Waymo had a 5-year head start. This is going to get ugly for Waymo. Tesla will own the robotaxi industry. $TSLA
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David Timis retweeted
🇵🇱 Poland’s economy is almost equal to the combined economies of seven countries to its east and south.
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The importance of this paper cannot be overstated. The authors compared AI reviews with 134 reports written by carefully selected, paid human experts. The results are impressive. Not only AI received higher ratings across all seven dimensions assessed by an AI judge. But even three former journal editors preferred AI reviews in 90% of the cases. The potential benefits of AI reviews for scientific advance are getting enormous: faster and higher quality feedback, less reviewing work, more time for research. We could even imagine journals run entirely by AI editors and reviewers. This could radically disrupt a publishing system that costs researchers considerable time and money. Let me say: some disruption would be welcome. But there are also major concerns. What happens when a few AI systems become gatekeepers across sciences? They might increase average review while narrowing the range of ideas that survive. This is particularly critical at the scientific frontier, where an important contribution may challenge the assumptions that existing research takes for granted. And even worse: let’s not forget that, near the frontier, AI systems become more likely to hallucinate. So they might embed errors at the very core of human knowledge. A tsunami is coming. And we’re not ready. * Paper in the first reply
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David Timis retweeted
$META is by far the cheapest Mag 7 right now
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David Timis retweeted
For millions of Europeans, rent is swallowing an increasingly large share of their income.
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🚨 MIT just published the most comprehensive report, proving universities have no remaining reason to exist. A committee of professors and students spent five months studying what AI is doing to learning on campus. The findings are a warning, not a footnote. Study groups are disappearing. Office hours are emptying out. Problem sets and take-home exams no longer prove anything, because AI can produce a credible answer to almost any undergraduate assignment. The report has a name for what's happening to students: "cognitive surrender." Reaching for AI the instant something gets hard, before even trying to think it through. The numbers back it up: 46% of MIT undergrads use LLMs daily 90% say they're worried about their own overreliance More students now believe AI makes them replaceable than believe it makes them capable MIT's answer wasn't more surveillance. No AI detectors, no lockdown browsers. The committee called that path unreliable and said it just breeds distrust. Instead: oral exams, semester-long portfolios, in-person project work, a required social component in every subject. They're even floating rethinking grades entirely, since without a GPA to game, most of the incentive to cheat disappears. The most famous tech school on the planet just admitted the machines broke its teaching model. Its answer was more humans, not more software. (Paper link in comments)
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David Timis retweeted
Massive. New Harvard study finds that AI-written paper reviews now beat the best human peer reviews on every measure the authors tested. Peer review is slow and often misses errors. Earlier studies concluded AI should only assist human reviewers, not replace them. They used 134 reviews from rapidPeer, a Harvard service that pays expert reviewers well. Claude Opus 4.8 reviewed the same 1124 papers, and GPT-5.5 plus 3 former journal editors judged the pairs blind. GPT-5.5 picked the AI review in all 132 decided pairs, and the editors picked it 87% of the time. Only 5.5% of the AI's claims about the paper were wrong, versus 15.9% for the human reviews. Teams that depend on expert critique can now let AI do the first full review pass, and keep a human for the final decision.
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Ken Griffin on France and socialism… "Paris should be a real wake up call to every single American. Government spending is 60% of their GDP. It’s the socialist dream the left talks about. That dream comes down to how much you can take from others. It doesn’t belong in America."
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David Timis retweeted
Google’s greatest competitive advantage may not be building a faster chip than $NVDA but building AI infrastructure at a lower cost. After years of designing accelerators around its own AI workloads, $GOOG is bringing that advantage to outside customers. Selling TPUs opens a massive new revenue opportunity, with analyst forecasts ranging from $100 billion to $250 billion by 2028. At the high end, that would rival what took Google Search decades to achieve. The catch? HBM shortages and customer financing could limit how quickly this opportunity translates into cash flow. Read our latest analysis here.⬇️ io-fund.com/ai-stocks/google…
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David Timis retweeted
CHART OF THE DAY: The price of natural gas in the US 🇺🇸 and Europe 🇪🇺. Now, imagine running a gas-intensive company (say, a fertilizer plant) in either region. Europe >$30; US <$3
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David Timis retweeted
My personal bet is that $NVDA would step in if $CRWV gets into trouble. Jensen needs a competing neocloud ecosystem that runs on the Nvidia stack. The trend at the hyperscalers and leading frontier labs will be to increasingly shift spend towards custom ASICs over time. Jensen doesn't want Nvidia to become a melting ice cube at some stage. From Bernstein:
BERNSTEIN: “.. we caught a lot of hate when we initiated $CRWV with a $56 price target seven months ago. Today, it’s a lot harder to find bulls — certainly some of them just don’t call us anymore.” Reiterate Underweight
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France’s public spending sits at roughly 57% of GDP, among the highest in Europe and well above the OECD average of about 41%. That is the opposite of austerity. Isn’t it funny that the French left continues to frame the country’s cost-of-living pressures and the recent wave of riots as the product of “austerity”? The claim does not survive contact with the numbers. Banque de France and Eurostat data place France just behind Finland and ahead of everyone else in the government-spending ranking. Most of the excess relative to euro-area peers comes from social protection, pensions and health in particular, and clearly not from underfunding core services. The practical effect of this large state is not lower prices for households. France maintains one of the OECD’s highest tax wedges on labor (around 47% for an average single worker). Employer social contributions are especially heavy, when an employer spends €100 on a worker, the employee often receives less than half that amount after mandatory charges. High VAT, production taxes, and a thicket of regulations further raise the cost of goods, housing, energy, and services. These burdens show up directly in the prices people face and in the gap between gross labor costs and take-home pay. Here is the real root-cause of the cost-of-living crisis. High spending has also not delivered efficiency. Studies from the IMF and others have repeatedly found that France sits well back from the efficiency frontier in education, health administration, and other public functions relative to peers that spend less. The result is a large public sector that consumes a great deal of resources while still generating complaints about service quality, exactly the pattern visible in the current unrest over schools and living costs. The cost-of-living crisis and the riots that followed it have real causes: energy price shocks, housing constraints, and stagnant real purchasing power for many households. Blaming austerity in one of Europe’s highest-spending countries deeply misdiagnoses the problem. An overgrown, highly taxed, and often inefficient state tends to make everyday goods and services more expensive, not less. Addressing that requires better targeting and productivity in public spending, not further expansion of a failed model. Aren’t French lefts simply entertaining in their naive ideological worldview? Believe it or not, but the unions seriously call for a general strike against “austerity“ on November 5. France is simply unreformable and will take down the entire Eurozone with it.
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David Timis retweeted
Demis Hassabis: Today’s AI systems are powerful, but they’ll be nothing compared to what’s coming in the next one or two years. “We should treat what’s happening now as serious warning shots for the industry.” “It shows what could happen if we don’t put the right guardrails in place.” “This is a critical thing to get right.” “We’ve seen some cyber issues already, but I’m also worried about future issues in bio or even nuclear.” “We’ve got to get a grip on this now, while the systems are still not as powerful as they’re going to be.”
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