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Dr. Tomislav Marinovic
@DrTomsLens
Engineer. Breaking down great businesses and the matrix of AI value creation. Learning to become Neo. Not investment advice.
368 Following    7.4K Followers
$HIMS: peptide rumors, retail selling, institutions buying, short sellers chickening out, 𝕏 on mute. Five converging signals.
Really curious if back in the 1910s the car bears and short sellers were saying it takes four horses to produce one car, and carmakers like Ford are worth less than a penny in the long run.
Antonio: “Wall Street thinks AI CapEx is overbuilt. It’s 10,000× short.” There’s a case to be made that inference doomers aren’t real and don’t live on this planet.
These days, I can use Codex to get through electromagnetics research in a day that would’ve taken me months before. Electromagnetics science is very mathematical and incredibly painful to code and test manually, with some physical concepts that are genuinely difficult to understand. Normally, it takes humans about a decade of training to become solid experts. For AI, much of this physics, math, and coding seems to come naturally. GPT now allows me to test ideas I never thought I’d be able to test, simply because I couldn’t afford to spend weeks or months on them. And it feels like magic. And I imagine it’s similar across many other fields. This is why I don’t spend much time arguing with AI doomers who think it won’t generate positive returns. While they debate whether AI will create value, people using it for meaningful work are already seeing it.
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