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App Economy Insights
Tesla earnings breakdown $TSLA
🚖 Autonomy's messy timeline
🦾 Optimus 1M product line
🚗 The "mirage US rebound
🔮 Ambition vs. reality
https://t.co/BowrgD57mt
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Tesla earnings breakdown $TSLA
🚖 Autonomy's messy timeline
🦾 Optimus 1M product line
🚗 The "mirage US rebound
🔮 Ambition vs. reality
https://t.co/BowrgD57mt
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Ahmad
> be us
> Larry & Sergey
> a dorm in Stanford, caffeine shakes, wild ambition
> slap together a janky web crawler
> accidentally organize the entire internet
> call it Google
> build search, email, maps, docs, OS, phones, browser, car, satellite, thermostat, AI lab, TPU farm, and quantum computer
> 2025
> everyone talking about AGI
> OpenAI: “we need data, sensors, feedback, and scale”
> us: staring at Google Maps, YouTube, Gmail, Android, Waymo, Pixel, Fitbit, Docs, Calendar, Street View, and Earth Engine
> "damn. guess we already did that."
> YouTube: 2.6M videos/day
> Android: 3B phones, streaming sensor data 24/7
> Gmail: 1.8B inboxes of human priors
> Search: global-scale RLHF
> Waymo: 71M miles of real-world self-driving footage
> Google Earth: modeled the entire planet
> also your calendar
> people training LLMs on books and PDFs
> we train on humanity
> every click, swipe, tap, misspelled search, scroll, and bookmark
> feedback loop from hell (or heaven)
> depends who you ask
> OpenAI: “we need $100B for GPUs”
> us: already built TPUs
> custom silicon
> datacenters pre-co-located with planetary data lakes
> no egress, no latency
> just vibes and FLOPs
> coders: fine-tuning on GitHub repos
> us: 2 BILLION lines of internal code
> labeled, typed, tested
> every commit is a training signal
> Code LLMs dream of being our monorepo
> AGI recipe?
> multimodal perception
> real-world feedback
> giant codebase
> scalable compute
> alignment signals
> embodied sensors
> user data for days
> yeah we’ve had that since like 2016
> no investor decks
> no trillion-dollar hype rounds
> just a 25-year accidental simulation of Earth
> running in prod
> OpenAI raises $1T to build AGI
> investors call it revolutionary
> us: quietly mapping 10M new miles in Street View
> syncing another 80PB of Earth imagery
> collecting another year of Fitbit biosignals
> enjoy your foundation model
> we OWN the foundation
> people: “but Google is fumbling”
> true
> we’re fumbling in 120 countries simultaneously
> with the greatest compute footprint and research team on Earth
> fumble hard enough and you loop back into winning
> AGI?
> we don’t need to build it
> it’s already inside the building
> powered by Chrome tabs and doc revisions
> mfw we spent 20 years indexing reality
> mfw our data is so good it scares us
> mfw the only thing stopping us from AGI is a meeting between four VPs and one confused lawyer
> call it research
> call it scale
> call it “planetary simulation-as-a-service”
> we call it Tuesday
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> be us
> Larry & Sergey
> a dorm in Stanford, caffeine shakes, wild ambition
> slap together a janky web crawler
> accidentally organize the entire internet
> call it Google
> build search, email, maps, docs, OS, phones, browser, car, satellite, thermostat, AI lab, TPU farm, and quantum computer
> 2025
> everyone talking about AGI
> OpenAI: “we need data, sensors, feedback, and scale”
> us: staring at Google Maps, YouTube, Gmail, Android, Waymo, Pixel, Fitbit, Docs, Calendar, Street View, and Earth Engine
> "damn. guess we already did that."
> YouTube: 2.6M videos/day
> Android: 3B phones, streaming sensor data 24/7
> Gmail: 1.8B inboxes of human priors
> Search: global-scale RLHF
> Waymo: 71M miles of real-world self-driving footage
> Google Earth: modeled the entire planet
> also your calendar
> people training LLMs on books and PDFs
> we train on humanity
> every click, swipe, tap, misspelled search, scroll, and bookmark
> feedback loop from hell (or heaven)
> depends who you ask
> OpenAI: “we need $100B for GPUs”
> us: already built TPUs
> custom silicon
> datacenters pre-co-located with planetary data lakes
> no egress, no latency
> just vibes and FLOPs
> coders: fine-tuning on GitHub repos
> us: 2 BILLION lines of internal code
> labeled, typed, tested
> every commit is a training signal
> Code LLMs dream of being our monorepo
> AGI recipe?
> multimodal perception
> real-world feedback
> giant codebase
> scalable compute
> alignment signals
> embodied sensors
> user data for days
> yeah we’ve had that since like 2016
> no investor decks
> no trillion-dollar hype rounds
> just a 25-year accidental simulation of Earth
> running in prod
> OpenAI raises $1T to build AGI
> investors call it revolutionary
> us: quietly mapping 10M new miles in Street View
> syncing another 80PB of Earth imagery
> collecting another year of Fitbit biosignals
> enjoy your foundation model
> we OWN the foundation
> people: “but Google is fumbling”
> true
> we’re fumbling in 120 countries simultaneously
> with the greatest compute footprint and research team on Earth
> fumble hard enough and you loop back into winning
> AGI?
> we don’t need to build it
> it’s already inside the building
> powered by Chrome tabs and doc revisions
> mfw we spent 20 years indexing reality
> mfw our data is so good it scares us
> mfw the only thing stopping us from AGI is a meeting between four VPs and one confused lawyer
> call it research
> call it scale
> call it “planetary simulation-as-a-service”
> we call it Tuesday
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Ahmad
“The man who Buys a GPU is a fool, until everyone else is stuck with the nerfed models.”
— Ancient Llama proverb https://t.co/kHwtmQSyR1
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“The man who Buys a GPU is a fool, until everyone else is stuck with the nerfed models.”
— Ancient Llama proverb https://t.co/kHwtmQSyR1
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Yellowbrick Investing
You doubted gAI?! https://t.co/JSOmJdWeqe
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You doubted gAI?! https://t.co/JSOmJdWeqe
Apologies to $GRND, I was not familiar with your game https://t.co/58QgeuZ5sU tweet
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Dimitry Nakhla | Babylon Capital®
Perhaps this is why it’s difficult for many to wrap their heads around the hyper-growth we’re seeing in this AI boom and its benefiting sectors: the growth is truly unprecedented, and when something appears new and grows extremely fast, it often triggers a sense of fear
That said, you cannot deny the pace of change and the level of adoption in AI, as shown in the post below
It’s easy to default to: “AI is a bubble”
But you’ll serve yourself better by focusing on which companies are extremely high-quality, have sustainable growth, and trade at reasonable valuations — rather than letting fear-driven headlines determine your outlook
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Perhaps this is why it’s difficult for many to wrap their heads around the hyper-growth we’re seeing in this AI boom and its benefiting sectors: the growth is truly unprecedented, and when something appears new and grows extremely fast, it often triggers a sense of fear
That said, you cannot deny the pace of change and the level of adoption in AI, as shown in the post below
It’s easy to default to: “AI is a bubble”
But you’ll serve yourself better by focusing on which companies are extremely high-quality, have sustainable growth, and trade at reasonable valuations — rather than letting fear-driven headlines determine your outlook
ChatGPT reached 800 million users in under 3 years.
It took the internet more than a decade to do the same.
This is the fastest technological adoption curve in history. https://t.co/hqMR1bWru8 tweet
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Investing visuals
Three names I believe are still reasonably valued in today's expensive market:
• $MELI at $2171
• $DLO at $15.60
• $RBRK at $78
I like to put my money where my mouth is: I bought each of these in the past month🙂
(Screenshot from the Savvy community, link in bio) https://t.co/rAHMZoWyEM
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Three names I believe are still reasonably valued in today's expensive market:
• $MELI at $2171
• $DLO at $15.60
• $RBRK at $78
I like to put my money where my mouth is: I bought each of these in the past month🙂
(Screenshot from the Savvy community, link in bio) https://t.co/rAHMZoWyEM
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Ahmad
electricity bill’s due
x payouts drop today
your engagement keeps a GPU running https://t.co/ZIurbfvpes
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electricity bill’s due
x payouts drop today
your engagement keeps a GPU running https://t.co/ZIurbfvpes
My house has 33 GPUs.
> 21x RTX 3090s
> 4x RTX 4090s
> 4x RTX 5090s
> 4x Tenstorrent Blackhole p150a
Before AGI arrives:
Acquire GPUs.
Go into debt if you must.
But whatever you do, secure the GPUs. https://t.co/8U89OStknt tweet
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 1):
@Jonathan_Keith2 - $RXO (short)
@SFarringtonBKC - $VIRC
@Jave_t23 - $LYGRD.ST (watchlist)
@Unclestocknotes - $ISRG (earnings)
@RaasGroup - $SHG.AX
@divfinsanalyst (earnings updates) - $CME, $NDAQ https://t.co/r4bNrqTpSH
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Added 59 new stock write-ups to the site (pt 1):
@Jonathan_Keith2 - $RXO (short)
@SFarringtonBKC - $VIRC
@Jave_t23 - $LYGRD.ST (watchlist)
@Unclestocknotes - $ISRG (earnings)
@RaasGroup - $SHG.AX
@divfinsanalyst (earnings updates) - $CME, $NDAQ https://t.co/r4bNrqTpSH
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