$META $LRCX $BE $WDC $MSFT $GOOGL The most important earnings dates coming up. Let me know in the comments which names you think are missing from this chart.

my soul craves local models and never worrying about compute ever again shouldve gotten the 5090 and extra 128gb on time ffs i should get a second loan and get that 512 studio when it's out 💀

Not all all. Google is classically fumbling everything.

there is zero money to be made in energy abundance…sell a lot of natty gas and the price decreases in real terms almost every year. better to consume it than produce and sell it.

Korea's 339 trillion won sovereign fund runs its staff AI on Alibaba's Qwen3, with a search model from export-listed BAAI, Yonhap reports. Use fell 78.7% since May. fourweekmba.com/ai-korea-inv… #AI

Anthropic PBC said it plans to put 5% of its shares into a new so-called public benefit fund that allows it to make donations that can address “the public good,” including mitigating AI’s impact on the job market per Bloomberg. The announcement comes as the fast-growing artificial intelligence startup prepares for an IPO expected to be one of the biggest ever. At the same time, Anthropic is seeking to address rising concerns about AI safety and its potential unintended impact — from hacking to mass job losses — as companies move to adopt AI agents that can supplant human labor. The new Anthropic Public Benefit Fund could allow the company to pursue its mission “in new ways,” such as using some of the money to address “labor market impacts,” according to the statement.

Three years and seven months ago, we could only send AI 50 messages every 4 hours to GPT-4. GPT-4 had a token cap of 8k/32K. Astra has 1M. GPT-4 scored a 39% on GPQA Diamond. Astra scored 96%. Sometimes I take for granted how far it's all come.

I guess that's the kind of things we put in the RL reward?

A 40-person startup competing with the AI labs for talent reviews pay every six months. Railway founder Jake Cooper's rule: never be stingy with talent. Why: 1. With agents, there's no ceiling on what a great person can ship. 2. Some people run 50 agents and wreck the codebase. Others run 50 and build the Sistine Chapel. 3. Current employees count as much as new hires, in salary and equity. 4. Pay is half of it. The other half is interesting problems. His view: with agents, great people keep getting more valuable, so their pay should keep going up. Full breakdown here: productmarketfit.tech/p/the-…

The manufacturing hymn (I’ll play this in every 100 sq. ft. facility).

Seth Klarman, says AI has "characteristics of a bubble" - and some stocks now trade at "infinite multiples" "When Allbirds, the shoe company, added AI to their name, the stock did well. And that's crazy. That's reminiscent of the Dot-com era" The value investor mentioned in the same breath as Buffett and Marks told CNBC where he sees the AI risk: > Don't Buy The Winners (4:47): - Everyone wants the AI "winners" and wants to avoid the "losers." He spends his time on "AI agnostic" companies "where people are just not paying attention and the price is drifting lower." > Infinite Multiples (6:27): - At "40 times multiple, or in some case infinite multiples," you need conviction about "a very distant future." "I just don't see how we can do that." Even if AI delivers, "the multiple keeps going up." > Not Buffett's Business (9:51): - OpenAI and Anthropic "eat a lot of cash to keep the models trained." Fall behind and "those companies could have real problem." His verdict: "That's not Warren Buffett's definition of a great business." > Risks Not Baked In (16:53): - Politicians cracking down on data centers is "a risk that's not fully baked in." And "debt just hit 100% debt to GDP, and that's an alarming number." Every day I break down what the smart money really thinks about AI

driving the siskiyou summit for the first time today aim so scared

All of these things are within their power to pursue but they would rather complain until someone does it for them. And they would unleash their full resentment upon that someone for their effort.