"AI INVESTING HAS BEEN AROUND FOREVER. WE JUST CALLED IT ALGORITHMS." -Today's AI trading is just the next phase of algorithms and machine learning Wall Street has run for 25 years -High-frequency trading faced the same "this will hurt investors" fear a decade ago. It brought more liquidity instead -@JayPestrichelli, Chief Trading Officer at Tidal, says his honest bet: half the issuers asking AI for a new trading idea aren't getting one that works. Real advancement still comes from people

AI investing needs more demand side obsession. The supply-side stuff is pretty well mapped right now and its just so point in time shortage focused while the underlying tech is a deflation machine. Think its kind of important this is cost driven tech the customer expects to deflate annually from workload standpoint because of computing efficiecny gains and all kinds of algo/workload optimizations. This isn't like saas where the cost is hidden and all the compute efficiency gains go to the vendor. No sfdc customer was getting ec2 pass through price cuts. Where we at today an agent is still being viewed more as human in the loop tool then full labor and as a tool the expectations will be for the cost to deflate notably as the workload matures . If it doesn't then its gonna be compared to labor and figuring out that threshold in coding is probably worth some effort as it probably benchmarks all that follows. I'd say sub 10% is tool and over 20% enters wages convo land and in between is no man's land. Figure u are chasing a bunch of curves. Frontier capability curve (inflating), compute curve (still deflating), optimization curve(deflating), adoption curve etc. If the capability gets step function better obviously ur looking at the cost vs salary. And if ur still at the same capability and content w ur engineers agentic enhanced output, you will expect the tokens for the same work to drop notably. U.S. soft engineers probably $400-$500bl wages so figure $100bl in token spend is the threshold for where scrutiny starts. Digging into that question at customer level is what i'd like more answers too.

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I feel like AI investing is simpler than what people expect. Because $NVDA + Jensen literally tells everyone what's coming. But somehow. Almost every. single. time. Markets dismiss it until it actually happens? Be Nvidia in 2025: Buys up EML and laser capacity. Markets dismissing it: "Photonics is a bubble and like quantum! ____ company is a scam with shady management" 1 year later: $LITE +678%, $AAOI +475.12%, $COHR +260.7%, $AXTI +3,843.9%. _ Nvidia in 2026: Buys up CW/EML capacity with LTAs. 800V shift. Extraordinary explicit about CPO shift. States Physical AI as the next theme. Markets now: "CW players are meme stocks! 800v, CPO is not coming anytime soon, Humanoids are not profitable!" Yeah... We'll see what happens in 2027. I think I'm putting my money on Jensen/Nvidia as the leading indicator.

the biggest mistake people make with AI investing / trading is asking it what to buy. you could instead use it to find profitable wallets that win a high % of trades using on-chain data. you could get it to track these wallets. you could combine the data you receive to find live actionable trends in the market. you could plug this in to compare it to categories and narratives that are trending. you could then find coins that interest you and then run a separate skill that conducts institutional grade research. then you could find upcoming high quality catalysts for that coin of interest. then when bitcoin has a red day and you see your coin of interest has relative strength, good catalysts coming, profitable wallets are buying it, and it passes with flying colours via your institutional grade research skill then, and only then do you decide to buy it.

What does the next phase of AI look like from the perspective of SpaceX and BlackRock? Join Tony Kim, BlackRock’s Head of Global Technology Funds, and SpaceX CFO, Bret Johnsen, for a live conversation hosted by @Fidelity Investments. Register here ⏩ #SpaceX# #Fidelity# #BlackRock# #AI# #Investing#

What does the next phase of AI look like from the perspective of SpaceX and BlackRock? Join Tony Kim, BlackRock’s Head of Global Technology Funds, and SpaceX CFO, Bret Johnsen, for a live conversation hosted by @Fidelity Investments. Register here ⏩ #SpaceX# #Fidelity# #AI# #Investing#