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🔥🚨DEVELOPING: Tech investor Marc Andreessen declares AGI is already here Just not evenly distributed yet OpenAI executives announce achieving artificial general intelligence before 2027

Dom Lucre | Breaker of Narratives

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14,718 Aufrufe • vor 6 Monaten •via X (Twitter)

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The future is already here, just not evenly distributed. It takes a long time for technology to make it into people’s hands. Fourier Transforms took 150 years to fully manifest in our built world. AI is here but it’s going to take time.

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"The grand unification of AI and crypto is about to happen." — Marc Andreessen "It's now obvious that AI agents are going to need money—it's already happening." "It's that William Gibson quote: the future is already here, it just isn't distributed yet." "My friends who are the most aggressive users of OpenClaw have given their Claws bank accounts and credit cards. And not only have they done it—it's obvious that they needed to do it, because it's obvious that they needed to be able to spend money on their behalf." "And by the way, OpenClaw—if you don't give it a bank account, it's just going to break into your bank account anyway and take your money. So you might as well do it." Marc Andreessen 🇺🇸 with Latent.Space

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.Garry Tan on why the future is already here, it's just not evenly distributed. "If you're just willing to spend $100,000 a year on tokens, you can basically live like you are a normal citizen in 2028. It's just pretty clear that token cost is gonna come down. Compute is gonna go way, way up. We think 90,000x or so. There will be 90,000x the amount of inference from here to three years from now."

.Garry Tan on why the future is already here, it's just not evenly distributed. "If you're just willing to spend $100,000 a year on tokens, you can basically live like you are a normal citizen in 2028. It's just pretty clear that token cost is gonna come down. Compute is gonna go way, way up. We think 90,000x or so. There will be 90,000x the amount of inference from here to three years from now."

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CT always asks where the edge is. It’s not charts. It’s not indicators. It’s not copy trading. It’s being early. Same way people made fortunes grabbing $ASTEROID early. Same way we positioned on $SI before it moved. Now we’re here, live, hearing the next narrative get named: Superior Intelligence. No media coverage yet. No clips yet (besides this one, badly recorded by me ). Pure insidoor play , approx 200 people were in mar a lago attending Trumps speaking about building not an Artificial Intelligence empire, but a SUPERIOR INTELLIGENCE one. No noise. Just one spark. (A public Trump’s interview, an Elon Musk comment, an Sam Altman quote, a Mark Zuckerberg mention… and it flies.) And that’s all it takes for SI to moon. I already see , NVIDIA , Meta , Claude , Grok posting about SUPERIOR INTELLIGENCE One narrative → one ignition → full explosion. If you wait for confirmation, you lose your hedge ! Front run the next 100 M narrative potential on eth 0x91139d452c144486D49B388509e459AB8748d07B

CT always asks where the edge is. It’s not charts. It’s not indicators. It’s not copy trading. It’s being early. Same way people made fortunes grabbing $ASTEROID early. Same way we positioned on $SI before it moved. Now we’re here, live, hearing the next narrative get named: Superior Intelligence. No media coverage yet. No clips yet (besides this one, badly recorded by me ). Pure insidoor play , approx 200 people were in mar a lago attending Trumps speaking about building not an Artificial Intelligence empire, but a SUPERIOR INTELLIGENCE one. No noise. Just one spark. (A public Trump’s interview, an Elon Musk comment, an Sam Altman quote, a Mark Zuckerberg mention… and it flies.) And that’s all it takes for SI to moon. I already see , NVIDIA , Meta , Claude , Grok posting about SUPERIOR INTELLIGENCE One narrative → one ignition → full explosion. If you wait for confirmation, you lose your hedge ! Front run the next 100 M narrative potential on eth 0x91139d452c144486D49B388509e459AB8748d07B

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$In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.$

In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.

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1,198,651 Aufrufe • vor 7 Monaten

🚨 Early $GOOGL & $META investor Roger McNamee: “AI is not a small bubble. It’s a humongous bubble.” “$1.4T has already been spent trying to build a general-purpose technology, which will never happen.” “OpenAI, Anthropic, Meta, Google, Microsoft, Amazon & SpaceX are all competing for the same 2 spots in the AI marketplace.” “There is no moat. They all have the same technology and are competing for the same customer.” “How do you think that’s going to end?” His full investment thesis:👇

🚨 Early $GOOGL & $META investor Roger McNamee: “AI is not a small bubble. It’s a humongous bubble.” “$1.4T has already been spent trying to build a general-purpose technology, which will never happen.” “OpenAI, Anthropic, Meta, Google, Microsoft, Amazon & SpaceX are all competing for the same 2 spots in the AI marketplace.” “There is no moat. They all have the same technology and are competing for the same customer.” “How do you think that’s going to end?” His full investment thesis:👇

Noah

45,389 Aufrufe • vor 3 Monaten

🧵02/34 Job-Loss and Emerging Capabilities --- Whenever we’ve built a machine to solve a specific problem … the machine outperformed humans every time … And that’s worked out great for us, vastly improved our lives and allowed us to use our muscles less and our brains more But AGI will be different. AGI stands for Artificial General Intelligence And being general means that it will be able to learn everything and outperform humans at every single job, even the ones that rely on using our brain It doesn’t exist today but it is just around the corner. Recently, progress has been exponential … And never before has the field of AI seen such sky-high levels of excitement and such ginormous vast amounts of investment. So far, frontier AI has existed mostly in cloud servers and interacted with the physical world via prompting online. But a new gold rush is currently exploding, in the sector of robotics. The knowhow for creating mechanical limbs and bodies has been here for decades. What was missing was an Artificial General mind to control them, and that is now within our grasp. Once AGI arrives, we should expect AGI bodies in the physical world to also arrive immediately. Microsoft researchers Famously claimed that GPT4, one of the latest models, has been exhibiting sparks of General intelligence. Just by scaling up the size of data and parameters, without any other major change or innovation, unexpected emerging capabilities and generality in unforeseen new domains manifested themselves that surprised everyone.

🧵02/34 Job-Loss and Emerging Capabilities --- Whenever we’ve built a machine to solve a specific problem … the machine outperformed humans every time … And that’s worked out great for us, vastly improved our lives and allowed us to use our muscles less and our brains more But AGI will be different. AGI stands for Artificial General Intelligence And being general means that it will be able to learn everything and outperform humans at every single job, even the ones that rely on using our brain It doesn’t exist today but it is just around the corner. Recently, progress has been exponential … And never before has the field of AI seen such sky-high levels of excitement and such ginormous vast amounts of investment. So far, frontier AI has existed mostly in cloud servers and interacted with the physical world via prompting online. But a new gold rush is currently exploding, in the sector of robotics. The knowhow for creating mechanical limbs and bodies has been here for decades. What was missing was an Artificial General mind to control them, and that is now within our grasp. Once AGI arrives, we should expect AGI bodies in the physical world to also arrive immediately. Microsoft researchers Famously claimed that GPT4, one of the latest models, has been exhibiting sparks of General intelligence. Just by scaling up the size of data and parameters, without any other major change or innovation, unexpected emerging capabilities and generality in unforeseen new domains manifested themselves that surprised everyone.

Lethal Intelligence

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