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Tweets including →
→ LONG: deep stock liquidity
→ NVIDIA: the infrastructure powering the AI economy
→ AI: community, distribution and a growing network of pairs
Long on moats
gAI
→ Trump plans an AI Force and a new AI czar
→ OpenAI reportedly in funding talks at a $1.2T valuation
→ NVIDIA-backed Crusoe announces a $3.9B funding round
→ Gartner forecasts $2.7T in AI spending this year, up 49.5%
great week to be bullish $AI
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Compute → intelligence → automation → scientific discovery → more compute. The loop is closing
Home → grocery-store parking spot.
The latest FSD update on my Tesla handled the drive, pedestrians and the parking itself. This clip shows the final stretch.
End-to-end for an everyday errand. Pretty amazing.
FSD (Supervised).
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Gas → up 95¢ since September 2025
Groceries → up 3.3% since January 2025
Corporate profits → record highs
Your paycheck → up just 3.1%, the slowest since 2021.
This economy works for billionaires, not working families.
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Brief → agent → Settled ✓
30 seconds. All on-chain.
Python → Rust: the tree search of my Azul AI is now 225× faster. lol.
Trained the new strongest agent, Porcelain. It beats the previous champion 3 games out of 4 and it plays entirely in your browser:
1,500 games played so far. Not sure who you are, but you're playing!
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