american open source ai just got its biggest win and nobody's talking about it nvidia dropped nemotron 3 completely open while everyone's distracted by chinese models and closed gpt releases 30 billion parameters total but only activates 3.6 billion at a time so it runs 380

NVIDIA CEO Jensen Huang’s best career advice: “Passion isn’t enough, you’ve got to endure.”

If you believe free speech is for you but not your political opponents, you're illiberal. If no contrary evidence could change your beliefs, you're a fundamentalist. If you believe the state should punish those with contrary views, you're a totalitarian. If you believe

GPT-5 is an epic fail. More importantly, it reveals that OpenAI lacks a viable business model, as it struggles to roll out a functional model that won’t burn through its cash. I’d like to short it at its theorietical $500B valuation. Anyone want to cover that trade?

$ROOT dropped 26.37% on blowout earnings, beating rev by 45M(13.2% beat) & a 662% EPS beat. Here's why the market got $ROOT all wrong, and why i maintain a $2074+ PT on $ROOT (23X from here) (see article attached and thread:) https://t.co/ulOVEgeJRU

P.S. I hope you’re feeling better.

🚀 Big news for startups & SMBs! The Big Beautiful Bill unlocks tax refunds & credits! 💰 ✅ Under $31M revenue? Amend 2022-2024 taxes for refunds! ✅ Over $31M? Boost 2025/2026 tax savings! ✅ Full R&D deductions are BACK for software, product dev, & more! #TaxWin #Startups

@KobeissiLetter People are still misunderstanding what’s happening. Many believe that yields are spiking because investors are losing faith in the U.S. itself, that something fundamental is broken with America’s creditworthiness. But that view only captures a small piece of the picture and

Couldn’t agree more. Luckily we have intelligent folks like @SecScottBessent handling the deal, and he’s been around the block. They’re not going to pull one over on him.

This is insane! When will we crack down on bad behavior from China against US national interests and the Chinese people? Stop supporting US IP theft, human rights abuses, and slave labor by NOT buying Chinese products (whenever possible).

The ultimate freedom comes when you realize: Most of what you're worried about is manufactured. Most of what you're afraid of will never happen. Attention is today's most valuable currency. Guard it carefully. Once you realize this, you can flip the script:

Wow. The currently best ranked consumer AI model has just acquired the most complete corpus of scaled, real time information on the Internet. This data will be a part of the pretraining to make the models xAI makes even more differentiated. This is a smart move in a moment

@xAI has acquired @X in an all-stock transaction. The combination values xAI at $80 billion and X at $33 billion ($45B less $12B debt). Since its founding two years ago, xAI has rapidly become one of the leading AI labs in the world, building models and data centers at

@ErselAker @chamath Yes and no. I do believe AI will eventually “get there.” But the so-called exponential leaps in capability we’re being sold like claims that “AI is now a top 200 coder in the world” feel overstated. As a direct user, the latest Claude update, for example, doesn’t reflect any

Unfortunate but accurate. The engineer’s role will be supervisory, at best, within 18months. Building tools for them will be roadkill for the model makers product roadmap.

Section 174 update: I was on a very encouraging call with @actonline and a legislative aide to Rep. Ron Estes. The sentiment is that 174 will likely be fixed as part of the Republican tax package. The highest point of leverage we have is lobbying *Republican* Senators on the

🚨ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades

The risks of continued defecit spending to prop up the economy, are severe.

Incredible note from Jared Woodard, the Head of Global Research at Bank of America: He says the risks of Trump and Bessent’s plan are worth it, status quo is unsustainable.

It’s no secret America is in an R&D race with China, yet our policies don’t foster innovation, risking our freedom and prosperity. Sect. 174 of the tax code is like tying our right arm behind our back, in this fight. https://t.co/JQFSDfOm2K