Uber COO Andrew Macdonald said he's not seeing proportional productivity gains from increasing AI costs. https://t.co/1VDp9cAqTw

Leave the watching to us.

That's Elfa.

Delightful @verdadcap read on where we are in the AI cycle:

“Roughly 75% of the current value of the global semiconductor industry (13% of global market cap and ~17% of US market cap) is derived from cash flow projections that are more than 10 years in the…

Humanity, created by God in all its grandeur, is today facing a pivotal choice: either to construct a new Tower of Babel or to build the city in which God and humanity dwell together. In Jesus Christ, this humanity in its grandeur becomes the Way, the Truth…

New coin on the radar; $LIT

A blend of $HYPE & $ZEC in the sense that it combines perpdex with zero knowledge.

Broke out last week, turning range highs & 100d EMA into support as we speak.

Already have plenty of altcoin exposure

Before Hodlnaut imploded, I made a thread exposing them for losing millions in customer funds and blatantly lying about it.

Their CEO threatened to sue me if I didn't shut up

He was just charged in court, and will likely spend over a decade in prison

Justice…

massive $1.289 billion IBIT block sale by unknown party through dark pool at 10:30am today, biggest such trade i've ever seen

> la IA contaba mal el inventario en Starbucks

> Microsoft bloqueó claude code para sus propios ingenieros

> Uber no encuentra el ROI después de gastar miles de millones en IA

3 derrotas de la IA esta semana en el sector laboral.

WE ARE SO BACK

This is what we've been seeing with every company we work with.

Try justifying spending 100k on token spend when only 18k even makes it to a stable prod feature.

In the rush to maximize AI token spend, companies are wasting over 44% on bug fixes

Had a conversation today with a wealthy American boomer who's portfolio of boring stocks is up 2x since 2021. Right after that, spoke with a middle class Uzbek who's $30K flat in Tashkent has also 2x since 2021.

Can cite many similar conversations with…

I came across this theory that AI is getting worse because the internet is drowning in AI-generated slop. The thought of AI cannibalising itself into irrelevance is honestly one of my favourite concepts. I really hope it’s true and impossible to fix.

It's clear that growth for coding tools such as Claude Code has decelerated from the pace it was since the start of the year.

It might be compute- constrain related or due to many clients blowing their full-year AI budgets.

Monitoring this trend very closely…

A single Meta engineer burned roughly $500K/month in Token consumption (about 300 billion tokens / month) on the company's internal "Claudeonomics" leaderboard that ranked employees by Token usage.

The leaderboard ran from March, employees with low rankings…

In 1902, French colonial authorities in Hanoi initiated a rat bounty program to combat a plague-carrying rat infestation in the city's newly built sewers. The campaign backfired when entrepreneurial locals began breeding rats or clipping the tails and releasing…

- Bet on Strait of Hormuz closure, a black swan event they said could never happen because it would be so damaging to the global economy
- Be correct
- Make no money
- Markets have sharpest rally in financial history