Boochao
@Boochao
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e/acc long term growth investor who married his bags kardashev portfolio: $TSLA $AMZN $ETH $BTC
Dyson Swarm
Joined January 2024
Head of product @X hates people who use the scheduling feature they builtš
@SophiaFioren You also have 123 scheduled posts. Thereās no human at the wheel at all š
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building an audience on X in 2026 will be like growing a YouTube channel in 2006 we are still so early
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we are transitioning from an asset light to asset heavy world high margin businesses that work off low capex high opex human intelligence will be disrupted once AI can emulate entire companies and world class talent the only companies that will survive are the ones that
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When young people decide on which career to pick, they should assess industries for their moat against AI disruption just as Warren Buffet assessed stocks for their moat against competitors some important moats to consider: > physical moat (anything done over a laptop will be
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donāt gamble donāt day trade donāt try to get rich quick just buy a hold the assets that are quietly becoming the railroads of the AI era
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predicting which AI agents wins is hard investing in the rails AI agents will run on is easy the main 2 rails will be compute and stablecoins
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marry companies that mass produce: > satellites > humanoids > autonomous cars > drones you will become a king as we ascend kardashev scale
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Realize that ethical wealth creation is possible If you look down on wealth, you will never acquire it
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Value investors canāt comprehend when an industry wide extinction level event happens and will buy every dip until they go bankrupt
I could be wrong. I've been wrong before. But it *feels* like we're getting very close to the SaaS bottom. Valuations have been trashed, bearish sentiment is priced in, numbers for the most part have still been decent. I'm not saying these companeis will race back up to
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Iām counting on this website to pay the bills once AI takes my jobš
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Our current human systems are great for optimizing the amount of sociopaths in power We need a new AI based system to convert direct populous intentions as an input and unbiased instructions as output
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The AI bubble is really seperating investors who reason from first principles and investors who reason from historical data The former will massively outperform
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absolutely wild that $AAPL might end up as the biggest AI beneficiary among the magnificent 7 without spending a dime on datacenters
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According to Elon, the only companies that will survive in the future are the ones that have a physical presence Companies that operate mines, refineries, factories, warehouses, etc⦠will thrive Companies that operate off human intelligence will die
Elon Musk isnāt automating jobs. Heās deleting companies. Project Macrohard. Painted on a roof in letters visible from space. Musk calls it the most important thing xAI will build. Musk: āWe arenāt just automating tasks. We are automating the corporation.ā The insight is
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Space tourism on the Moon > on Mars travel time to the Moon is only 10 days compared to 6-9 months for Mars every 2 years the microgravity on the Moon (0.165g) will have better space vibes than the gravity on Mars (0.38g) the view of Earth from the Moon will be breathtaking
SpaceX will build a system that allows anyone to travel to Moon. This will so insanely cool šš«š¤©
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Jeff Bezos just referenced the tortoise and the hare story (Blue Origin vs SpaceX) in response to Elon posting about SpaceX's pivot from building a city on Mars to the Moon Blue Origin has been set on using the moon as an infrastructure launch hub since day 1 (focused like the
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