Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco); SpaceX+ Anthropic + OpenAI NOT Investment Advice
Down the AI squirrel hole!
Joined December 2018
- Tweets33.9K
- Following3.3K
- Followers36.7K
- Likes27.4K
Andrew Freedman, CFA 🦅 retweeted
We're making Shopify's mobile apps self-healing.
Agents watch production 24x7 for new crashes, reproduce them, write and verify a fix, then generate a short video explaining the root cause and the fix. Much faster to digest than the usual wall of text.
An engineer then just reviews and ships it.
Someone has not been paying attention…
The same person who called for token price inflation at the start of the year is now claiming they called deflation.
It’s easy to nail every trend in retrospect when you’re just reporting on the weather after the fact. It’s like telling someone who’s already soaked from the rain that they should’ve brought an umbrella because of the storm - right after you told them yesterday it was going to be sunny.
Paul @HedgeyeTechLaw is the best there is... if you care on TMT and policy/legal/reg landscape and you aren't getting the latest from him - well, you are missing out!
Man… Anthropic has basically achieved prompt to production. You have to have the systems architecture right and the proper tools/access. But otherwise, it’s solved.
Berkshire really committed to $BSP here at 0.33% of their total portfolio, huh?
Supporting low float stock, shorted stock, into a huge supply unlock into year-end… I get it.
But $34B for a portfolio of businesses that that have $0 terminal value…
On slowing organic growth…
I’ll take the other side.
Pretty confident that we are going to look back on the Opus 5.5 release as being another major unlock in capability and knowledge work functionality… similar to if not better than Opus 4.5 release a year ago…
Funny enough, when they released Opus 4.0/4.1 it was also very expensive and not as efficient… and not until the 4.5 release did they really cook…
