CapexAndChill
@CapexAndChill
Long-term value in high conviction holdings. All thoughts are my own. NFA
加入 February 2025
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In case it is not clear, @Muse has completely disrupted the industry by building agentic AI for the mass market. Now, they will be a staple for consumers and have the ability to move upmarket too. Having the absolute best model is meaningless if the harness is the least adoptable. $META
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Being able to create iterative games in under [5-10] minutes, all seamlessly within the app, is impressive. Truly a great product! @Muse @alexandr_wang Can only imagine token usage going explosive from here…
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