Costef retweeted
I commend Anthropic on their philanthropic commitments in lieu of a founder equity IPO grant. It is an extraordinary gift - but also understand concerns about foundation wealth concentration. Like Elon - I hope a meaningful portion of AI’s wealth is a direct dividend. 🇺🇸🤍🚀@InvestAmerica24 @TrumpAccounts
When BTC hits $1m, most will own it and not know that they do, and not think about it.
Likely implicitly in their 401k, via index funds, through balance sheets of public companies and weighted ownership of strategy, which will be one of the most valuable companies in the world.
Bitcoin will hit $1,000,000 and most people you know will still call it a scam
I agree but I’d phrase it differently:
Crypto has insane velocity, and requires constant reexamination of narratives and ability to change one’s mind quickly.
The skillset has, and should continue, to translate well into AI stocks
Think Crypto people have far more edge than they think trading AI names.
The market is not really based in reality, it's mostly narrative, psyop and momentum based. A lot of companies are totally devoid of realistic valuations.
AI is either real or it's not, and Crypto traders have cut their teeth on recursive money legos.
I work with enterprise customers doing billions of dollars in revenue, who are still spending less than six figures a year on tokens.
Trust me, the revenue is there. It’s just locked behind value generation, which is getting closer.
Jukan,
I have no doubt that AI will change the world in unimaginable ways in the next two decades. Completely bullish on it.
But short term (2-3 years) is much more uncertain. Anything can happen.
Most plausable downside scenario: Whole semiconductor market is relying on the success of OpenAI and Anthropic. And the success means a trillion dollar revenue for these companies within 3 years. That means OpenAI and Anthropic cracking several markets beyond automatic coding and AI assistants. That's an extremely steep hill to climb.
Boomers might not be completely out of their mind. May be GenZ and Millenials are being naive. Time will tell.
Faux is right, which is why it’s very surprising to me they canned it.
It would have been a guaranteed, massive funnel of net new customers.
You can’t kill MTX revenue and not make it up with new customers, the game will inevitably just get put on life support
Bummer.
Replying to @Puprs1
What’s it matter. Reignited wasn’t meant to draw in OSRS players. It was meant to recapture former players or attract new ones.
The ones that were interested still may try it. I’ll continue to suggest Ironman for a fresh non-tainted experience. Ironman feels good currently.
Just me, or are we at a point where most content creators barely play / don’t enjoy the game?
Redditification of the player base and audience.
Basically just watch the goat @B0aty cuz i know he’s not wasting time showering during raids 4 launch like some casual.
Incentives in America today are aligned so that it’s basically optimal to not work at all, until you clear about $200-250k household income
Otherwise you’re just working to have a worse quality of life than people who don’t
yesigiveafig.com/p/part-1-my…
If the state is going to spend money, it should do so on public infrastructure, not welfare.
Broadly speaking, airports, roads, subways, parks etc in the USA are terrible compared to Asia
It’s shameful given how wealthy the country is, but its not just a money problem.
I can believe this, not general RSI (which is likely compute constrained anyways)
Reasonable extension to more specific, semi-closed domains: accounting, medical imaging, packaging, pallet picking etc
I don’t see anyone talking about “temporary RSI” which is the physical reality. There will be moments where models are smart enough to make themselves smarter and find a new local minima quickly but not straight shot to a global.
This could mean massive destruction of certain SaaS heavy business but many other complex social, economic, and planning tasks that humans excel at stay dominated by humans for years.
This is the future that I see very few people pricing in
Worth a read.
Academic credentials mean nothing. This woman has a PhD from Harvard, she makes this smart sounding post, with some polished insight.
But twitter anons with no graduate statistical background clearly explain why it’s wrong.
World is run by “intellectual idiots”
Replying to @NataliaHEmanuel
...or the Starbucks just set up in places with money.
You can't be serious.
Most smart people are fake smart. They may have a 125 IQ and a graduate degree, but they have little capacity for critical thought and zero cross-domain depth.
@notthreadguy keep at it, push yourself. This is what pursuing real intelligence actually feels like
I wake up every day and it's like, hey Threadguy, you are going to have to cover one of a couple topics. It could be anything in a long list of meme coins, how to trade perps, how to trade memes, how to trade big alts, understanding quantum, understanding cryptography, understanding AI, cracking math. We can move over to the stock market, talk about bonds, yields, treasury, the Fed, rates, FOMC, Kevin Warsh, photonics, talk about neoclouds, talk about compute, inference, GPUs, CPUs. We can maybe talk about AI bottlenecks. We can talk about the SaaSpocalypse. We can talk about the Citrini article. We can talk about the SF housing market. We can talk about Iran, geopolitics, American politics, midterms, oil. Is it crude? Is it Brent? Is it front-dated? Is it backdated? What month is the contract roll over? What does the funding look like on Hyperliquid? How do we trade those perps versus how we trade them on Lighter, versus how do we trade them on Variational, versus how do we trade them on Avantis, how do we trade them on Aster, how do we trade them on Drift? We can talk about the fucking Nigerian stock market today. Oh, you heard about gaming? Oh, do you know about AI gaming? Oh, what about Unity? Oh, what about Roblox? Do you know about kimchi kimchi, cupsy cupsy, six seven six seven, woo? Okay, cool. We're going to have a guest on. You're going to interview Rhino. Then you're going to interview Hans Niemann and talk about grandmaster chess. Then we're going to talk to Arthur Hayes about the Fed, talk about liquidity, talk about M2, Raoul Pal, AI coins, cupsy cupsy six seven six seven, woo. Then I need you to film TikToks. I also need you to film YouTube videos. You also have to stream every day. Oh, and on your tweet today, you've got to figure out how to talk about Pokemon. Then we're going to do T-bills. Then we're going to do treasury auctions. Then we're going to bring it back, bring it back, bring it back. You have to understand how to cover Kevin Warsh and Jack Duvall at the same time. You need to deeply, intricately understand Jack Duvall while also being able to watch a Fed meeting and talk about why rate hikes matter on Polymarket. Because you bet on no hike, but a hike happened because PPI came in hot. The reason PPI came in hot is because CPI came in hot. And CPI came in hot because the jobs report was bad, which means inflation, which is led by the yen intervention in Japan by Scott Bessent, the treasury secretary. But does nobody want to buy bonds because they don't trust the U.S. and they're losing faith in the admin? Or does nobody want to buy bonds because we're in a supercycle, and the risk to holding 5.5% over 30 years is so high when the Nasdaq goes up 15% a year? And the Nasdaq goes up 15% a year because after the ZIRP era there's this money flood, which you can see in the M2 chart, which we cover. You can also see it in the price action of the launchpad trade on Solana. But when I say the launchpad trade, am I talking about Agency? Am I talking about Paid? Am I talking about Pump fun? Is it Stonk? Is it Pawns? Are we moving over to a different chain? What chain are we talking about? Also there's quantum and Bitcoin, that's a problem. But the problem about quantum and Bitcoin is you can go over to Zcash. But the Zcash problem is that it's quantum resistant but it's not cryptography resistant, and you would know that if you read the Justin Drake paper on cryptography. And you wouldn't know who Justin Drake is unless you read the quantum paper from Google, which he also co-authored. And you wouldn't know who that was if you didn't know who the Ethereum Foundation was, if you didn't know who Vitalik was. Who? Welcome back to the stream, guys. It's so good to see your beautiful faces. I missed you. I love you. I appreciate you. Look, at the end of the day, somebody's got to do it. At the end of the day, it's like, who else is going to do it? I don't really want to be here. Do I want to be here? Not really.
LindyMan has very interesting takes on many subjects, but I like the most how he consistently reinforces this.
Vast majority of famous / successful people give advice that has no applicable intersection to the people consuming it
They don’t remember how it was to have a job
Replying to @PaulSkallas
This is payoff space advice.
Most work in the 4HL consistency space is figuring out how to do something you are not wildly curious about every day while maintaining quality and not making mistakes. Completely different skill set
Senior citizens in Japan volunteered to cleanup after a tsunami caused a nuclear reactor meltdown so the younger generation wouldn’t have to risk radiation exposure.
Would be great if our nation of ideals had more of that, and less of whatever this is.
Rod is completely correct.
There’s been a very negative response from veterans about RS3 reignited
But if the game is to survive long term, it needs sustained player growth
Only realistic shot you have of getting the numbers you need is a reboot
Replying to @rs_chiri
the perception of rs3 is poor because of years of neglect/abuse. jagex may be too late to save the ship from sinking at this point
i think the restart world is the 'last chance' for rs3 to bring a serious amount of new players to rs3. otherwise it will die

























