Jake – 🇺🇸/acc
@WeedleChamp
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founder. engineer. poet. kid at heart. I tweet about AI mostly
CLAUDE CODE
Joined February 2014
I'm either high on no sleep and cough syrup, or I've come up with the best product idea I've ever had in my life. Lets cook.
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Everyone shrieking that the new US peace plan betrays Ukraine has in fact betrayed Ukraine by exploiting its divisions, backing a coup, sabotaging reasonable diplomatic opportunities, and using it to bleed Russia. Zelensky said it best back in March 2022: “There are those in
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This is the most exciting time to be alive Don’t underestimate the exponentials
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Scaling laws are holding. Everything else is downstream of this. Monetization, TPU vs GPU, chip depreciation, capex commitments, usage trends, relative share, time to power…. All of this gets solved if the IQ of the models are increasing. And they are. Don’t let price
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Look, you can either believe the non-technical "big short" guy with a god complex or every CEO and CFO of every large tech company
The idea of a useful life for depreciation being longer because chips from more than 3-4 years ago are fully booked confuses physical utilization with value creation. Just because something is used does not mean it is profitable. GAAP refers to economic benefits. Airlines keep
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Did you buy today anon?
I'm so fucking bulled up. I've listened to all the AI bears and tbh they are a bunch of know-nothing bean counters scared of their own shadow (looking at you Aswath). Not a hint of greatness among them. Sentiment is so washed, many opportunities on black friday sale.
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I'm so fucking bulled up. I've listened to all the AI bears and tbh they are a bunch of know-nothing bean counters scared of their own shadow (looking at you Aswath). Not a hint of greatness among them. Sentiment is so washed, many opportunities on black friday sale.
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The clean mirror is maybe the greatest piece of art in the last 10 years. It represents the moment that the high-art of the elite is confronted by the sensibilities of the working class they claim to represent. Only millionaire dipshits love crappy art that obscures their
A museum volunteer accidentally destroyed an art piece after mistaking it for a dirty mirror and cleaning it The work, by Chen Sung-chi, is said to symbolize the "distorted self-awareness of the middle class"
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Happy Mamdani day!
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OMG They inverted Animal Farm
@walterkirn I noticed this description says nothing about Stalinism, but that could be an accurate reflection of a revisionist take by those adapting it. The point is that I had to wonder.
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.@beffjezos and team cooked. accelerate
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Plato was right about democracy It’s overrated imo
been watching the timeline cope for months he’s getting elected kiddos rich people are like “wtf dont u know this will ruin all of us” poor people are like “lmao yea but it’ll ruin u more”
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Trump Crime Family strikes again So incredibly bullish for crypto though
JUST IN: 🇺🇸 Coinbase, Ripple, & Gemini listed as donors of President Trump's $300 million White House ballroom.
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The Fed will cut rates to stimulate employment It won't matter risk assets will go parabolic exciting times ahead
According to The NYT, Amazon $AMZN plans to automate up to 75% of its U.S. operations, potentially replacing over 600,000 jobs by 2033. Internal documents suggest about 160,000 roles could be cut by 2027, saving the company $12.6B and roughly 30 cents per item handled.
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Reminder that Deepseek is the side project of a Chinese quant firm
This AI trading benchmark is interesting. Each model got $10,000 to invest. ~3 days in: ranking atm: - DeepSeek V3.1: +$2,658 - Grok 4: +$2,236 - Claude 4.5 Sonnet: +$1,911 - Qwen 3 Max: −$211 - GPT-5: −$3,139 - Gemini 2.5 Pro: −$3,719 DeepSeek beats all the other models
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In light of the Karpathy interview it seems appropriate to repost this post of mine with 0 likes.
Many brilliant people dramatically underestimate the impact of AI They are too capable and have no frame of reference for what the median worker is/ is not capable of They mistakenly think others operate at the level of their colleagues, forgetting about DMV workers entirely
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Druckenmiller famously said to bet big when you have conviction. And I frankly think the time is now. Amid all the day to day noise (and Trump’s unpredictable rhetoric), you need to fundamentally understand the following: - we are in the midst of a once-in-a-generation AI
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Silicon Valley is obsessed with 20-year-old founders. But there is no age limit to starting a business. While everyone thinks older people don't play, the data says otherwise:
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Elon is having to do Nvidia ads to secure his GPUs because the DGX spark is a flop on FLOPS
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