Thread AI CEO @ae_mcneal explains why business logic is the real bottleneck in AI model routing: "The technology behind a router I don’t think is as interesting as the application around it." "How the business person or the engineering teams decide what models we pick, what are the things we’re trying to optimize." "You have to predefine all of the decisions up front. We’ve decided what is expensive. How do you define expensive? Is it expensive in time, in people’s time, in money?" "We spent a lot of time on those decision gates, because in the real world, those were the actual barriers to putting something in production." @threadai_inc

Thread AI CEO @ae_mcneal challenges the AGI narrative, arguing that AI agents still struggle with one of the hardest things to automate: Decision-making. "This is maybe also a hot take. I’m not in the AGI camp. I believe in intelligent systems." "A lot of the decision-making that I’ve seen attempted to be automated has been kind of unsuccessful, except when the feature space is so constrained that you have a finite number of paths. When you open up the aperture, I’ve seen things struggle still." "The death to innovation is the inability to get started. AI workflows are always iterative. You’re not gonna have the perfect agent out of the gate." @threadai_inc

Threadguy tells traders who’ve been bullish and right to trust their own view and ignore everyone else “If you’ve been bullish and you’ve been right, look yourself in the mirror and ask, ‘What do I think is going to happen?’ Listen to it and completely ignore everybody else.” “Pete Hegseth cannot hurt you. They can’t touch the market. It’s Donald Trump for two more years, and the stock market is his approval rating.” “The setup has never been better, in my opinion. I’m a bull.”

Threadguy on why Zcash is the All-In podcast coin for Silicon Valley billionaires afraid of surveillance "Zcash solidified itself with this buyer base of diehards that have nothing to do with bitcoin. It's sort of a tech adjacent, Silicon Valley adjacent, rich, lot of wealth, afraid of surveillance. Balaji being one of them, Chamath being one of them. To me it's the All-In podcast coin. Billionaire guys that have 9 figures to just fuck it, I'll put it in the private money." "The socialist drum is being pounded to the max right now. AOC odds #1# in the Democratic Party. Flock cameras take over the world. At the same time Bitcoin has gone max Trump admin proxy and institutionalized. And Zcash has this mythos, it's ironclad, hack resistant, it's just Lindy. It breaks a thousand and it's gone."

Threadguy explains why Bessent has backed the Fed into a corner where both options end in chaos "Oil is going parabolic, inflation has been over the Fed's 2% target for 65 months straight, we're fully at war, and what Waller is probably supposed to do is hike. But the problem is Bessent basically backed himself into a corner and said, if you hike, we're both fucked. If you do nothing, just you're fucked. Pick one." "And so if Waller doesn't hike, the market goes crazy because nobody can take him seriously, he's been talking this hawkish game the whole time. If he does hike, we're both fucked. FOMC is electric again, no one has any idea what's going to happen, and there hasn't been a Fed meeting that actually mattered since 2022. Every single one of them matters now."

Threadguy tells the story of a 101 year old restaurant owner who still works 7 days a week “And he had a heart attack when he was 70, okay? And his son was probably, like, 30, 35. And they thought he wasn't going to be able to work again. And it was finally going to be his son's time to, like, take over the restaurant. Bro, this dude said, fuck that. I'm not quitting.” “In the documentary, he's 85, still runs the restaurant. His son is, like, 50. Never got to take over the restaurant. And then I Googled it when I finished watching because the movie is, like, pretty old, 2011. I Googled it. He's 101 years old, and he still works seven days a week, bro.” “His son is 65 and can't take over the restaurant. 65 years old and still can't take over the restaurant because dad's working. He's 101.” “And they asked him, and they're, like, what's the key to living to be 101 and, like, being in shape? And he's, like, working all day.” w/ @notthreadguy

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THREAD (1/5): Manchester is a UK triumph of private enterprise. My article for @FT: If Britain is to grow faster, it will need real “Manchesterism”— not the version Burnham supporters appear to think he represents.