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I asked Perplexity Computer one question: “If Nvidia’s AI data center revenue doubles again, map exactly where every incremental dollar flows across the semiconductor supply chain with a chart” It generated this full supply chain chart and video in minutes. It shows exactly who benefits - memory, foundry, packaging,...

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101,207 Aufrufe • vor 6 Monaten •via X (Twitter)

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Running operations used to take me 10+ hours/week. Now it takes 30 minutes. Here’s what changed: → I stopped using AI as a chatbot → I started using Perplexity Computer as a system In one workflow, it: • Reads my Slack updates • Checks my calendar • Pulls data from sheets • Generates a full weekly report • Summarizes key decisions • Flags risks automatically No switching tools. No manual work. This is the shift most people are missing: AI isn’t for asking questions anymore. It’s for executing workflows. If you’re still “chatting” with AI… you’re already behind. see what you’ve been missing—start now, explore key features in minutes, and feel the difference . Try it now:
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Running operations used to take me 10+ hours/week. Now it takes 30 minutes. Here’s what changed: → I stopped using AI as a chatbot → I started using Perplexity Computer as a system In one workflow, it: • Reads my Slack updates • Checks my calendar • Pulls data from sheets • Generates a full weekly report • Summarizes key decisions • Flags risks automatically No switching tools. No manual work. This is the shift most people are missing: AI isn’t for asking questions anymore. It’s for executing workflows. If you’re still “chatting” with AI… you’re already behind. see what you’ve been missing—start now, explore key features in minutes, and feel the difference . Try it now:

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Making a 30s video used to take me 2 hours… Now it takes me 3 minutes. OpenArt Story just changed the game. You can use it to turn any idea into a stunning, AI-generated video, with motion, music, and a full narrative arc. Here’s how it works + a great opportunity to win some $$

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CoreWeave and Nebius are not tech companies. They are equipment leasing businesses. Jim Chanos on iConnections: strip the AI narrative and you have companies that buy GPUs from $NVDA and rent them to hyperscalers. The economics confirm it - mid-to-high single-digit pre-tax returns on capital where the data is available. His rule: a middleman in a supply chain should never trade at a higher multiple than the company that controls its supply. Nvidia sets GPU prices. CoreWeave takes them. TSMC sets chip supply. Neo clouds depend on it. The market has this relationship inverted. That is the compression trade. Full supply chain breakdown and what it means for neo cloud valuations: Source: iConnections -
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CoreWeave and Nebius are not tech companies. They are equipment leasing businesses. Jim Chanos on iConnections: strip the AI narrative and you have companies that buy GPUs from $NVDA and rent them to hyperscalers. The economics confirm it - mid-to-high single-digit pre-tax returns on capital where the data is available. His rule: a middleman in a supply chain should never trade at a higher multiple than the company that controls its supply. Nvidia sets GPU prices. CoreWeave takes them. TSMC sets chip supply. Neo clouds depend on it. The market has this relationship inverted. That is the compression trade. Full supply chain breakdown and what it means for neo cloud valuations: Source: iConnections -

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If you're a crypto holder, I invite you to take 10 minutes to watch this video. This crypto crash has nothing to do with the 4-year cycle, at least not in my view. Back in January I shared a chart and a thesis for exactly the move we're seeing right now. It's an alternative perspective to the 4-year cycle theory, backed by data, and I think it's worth your consideration.

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Private markets are where investors make truly astronomical returns. Perplexity Computer took this scenario of Peter Thiel putting $500K into Facebook at the seed round and created a detailed model of all of the price changes including dilution. The result? ~$89.2B. That’s over 178,000x across 21 years. Bitcoin who? Absolutely insane. What’s even crazier is this: Without tools like Perplexity Computer, tracking every round, cap table change, and valuation shift would’ve taken hours of digging and modeling. It did it in 4 minutes. 🤯🤯🤯
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Private markets are where investors make truly astronomical returns. Perplexity Computer took this scenario of Peter Thiel putting $500K into Facebook at the seed round and created a detailed model of all of the price changes including dilution. The result? ~$89.2B. That’s over 178,000x across 21 years. Bitcoin who? Absolutely insane. What’s even crazier is this: Without tools like Perplexity Computer, tracking every round, cap table change, and valuation shift would’ve taken hours of digging and modeling. It did it in 4 minutes. 🤯🤯🤯

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Automated Backtesting is LIVE on TradeZella 🔥 Type your strategy in plain English. TradeZella tests it across 11+ years of real market data. No code. No Pine Script. No more bar-by-bar grind. Get a full performance report, every trade drawn on the chart, and Zella AI telling you what to fix. Finding your edge just went from hours to minutes. ⚡️ NOW LIVE 👇
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Automated Backtesting is LIVE on TradeZella 🔥 Type your strategy in plain English. TradeZella tests it across 11+ years of real market data. No code. No Pine Script. No more bar-by-bar grind. Get a full performance report, every trade drawn on the chart, and Zella AI telling you what to fix. Finding your edge just went from hours to minutes. ⚡️ NOW LIVE 👇

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Manus, the new AI product that everyone's talking about, is worth the hype. This is the AI agent we were promised. Deep Research+Operator+Computer Use+Lovable+memory. Asked it to "Do a professional analysis of Tesla stock " and it did ~2wks of professional-level work in ~1hr!
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Manus, the new AI product that everyone's talking about, is worth the hype. This is the AI agent we were promised. Deep Research+Operator+Computer Use+Lovable+memory. Asked it to "Do a professional analysis of Tesla stock " and it did ~2wks of professional-level work in ~1hr!

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so without telling it exactly what to say, i nudged the AI in the direction of this lame, tired old joke and it kinda got there a couple times 💪🪢 ai generated video and dialogue 🔊
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Everyone is hyping Paperclip as the OpenClaw🦞 killer. I spent a day building an entire AI company on it. Here's my honest take. In this video you'll see: • How Paperclip spins up an org chart, CEO, and sub agents in under 5 minutes • The exact prompt I used to bootstrap a content agency from scratch • Where it actually beats Open Claw (and where it falls flat) • Why I think it's the iPod of agent orchestration, not the iPhone • The 12 page architecture doc I built alongside it Full video is live on YouTube. Comment "Paperclip" and I'll DM you the link.

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I generated a full earnings teardown with Perplexity Computer from a single prompt. Prompt: Break down Nvidia’s latest earnings. Put actuals next to consensus (revenue, EPS). Highlight segment performance and margin moves. Summarize the headline takeaways, what management emphasized, AI/data center demand signals, key risks, and the outlook. Close with the bull case vs. the bear case. One thread. One complete write-up. Numbers, context, and narrative—stitched together in minutes. Immediate value, instantly usable: → Investor-grade recap with plug-and-play talking points → Content angles matched to what the market is reacting to → Source trails across major coverage and analyst notes → High-intent keywords + the exact questions people are searching right now

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🚨SpaceX chart going exactly as i told From day one, every $SPCX move has followed my roadmap. My 50% dump target has been reached. But this is only the beginning of the drop. Unlocks are coming. Another 96% of the supply will hit the market. → Aug 11 +20% supply → Sep 24 +14% supply → Oct 25 +14% supply → Nov 7 +28% supply Path from here: $115 → $105 → $120 → $90 If we buy $SPCX right, it could be the best play of 2026. I'm not looking to buy yet. The moment I make my first buy, I'll post it HERE. You'll see it here first. Turn notifications on.

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The label says “Product of USA.” That doesn’t mean what you think it does. This is exactly why ranchers are disappearing… and why Americans don’t know where their food comes from anymore. We’re taking it back. The American Rancher Alliance is rebuilding a transparent, American-controlled beef supply chain — from ranch to grocery store. No more blind trust. 👉 If you care about your food, now is the time.

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It takes a lot of experience to essentially nail every higher and low on #bitcoin for weeks on every timeframe, but the ability to remain objective, and assess the data in-front of you each day makes is possible. In this video I explain exactly how I did it, and what I am looking for next $BTC

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The children of Auchtertool made this video to tell us how they feel about the hyper scale data center planned for our village. Please take a few minutes to watch it. But this isn't an Auchtertool problem - it's a Scottish one. The proposed data centre would need roughly half the power currently used by every home in Scotland combined. Who is paying to build all that extra capacity? It would also swallow huge amounts of water, and take much-needed farming land out of the food chain, which we all rely on. And to be clear - this isn't about being "anti-Al". A data centre like this powers the everyday: your photo storage, your online shopping, and yes, Al too. The question isn't whether we need infrastructure. It's how we build it safely, and sustainably. And how the people of Scotland benefit from it. At this scale, the only obvious winner is the developer. It's not obvious what the tangible benefits are for the people of Scotland. If you think a project this big deserves to be properly thought through, visit our village website to find out more and object.
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The children of Auchtertool made this video to tell us how they feel about the hyper scale data center planned for our village. Please take a few minutes to watch it. But this isn't an Auchtertool problem - it's a Scottish one. The proposed data centre would need roughly half the power currently used by every home in Scotland combined. Who is paying to build all that extra capacity? It would also swallow huge amounts of water, and take much-needed farming land out of the food chain, which we all rely on. And to be clear - this isn't about being "anti-Al". A data centre like this powers the everyday: your photo storage, your online shopping, and yes, Al too. The question isn't whether we need infrastructure. It's how we build it safely, and sustainably. And how the people of Scotland benefit from it. At this scale, the only obvious winner is the developer. It's not obvious what the tangible benefits are for the people of Scotland. If you think a project this big deserves to be properly thought through, visit our village website to find out more and object.

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JOE ROGAN: GOOGLE’S AI SOLVED AN IMPOSSIBLE EQUATION IN MINUTES Joe said Google’s AI achieved a staggering breakthrough by solving a problem that would take the world’s supercomputers billions of years. He said the calculation was so complex that even turning every atom in the universe into a computer wouldn’t have done it in time: “I believe it’s the Google one. They solved an equation that would take the world’s supercomputers, I think it was 2.6 billion years to solve, and it solved it in a matter of minutes. The only way for it to solve this problem, Marc Andreessen said it on my podcast, the equation is so difficult that if you took every atom in the universe and converted it to a supercomputer, the universe would die of heat death before it would solve this equation. And it solved it in minutes.” Source: Joe Rogan Jesse Michels

Mario Nawfal

861,540 Aufrufe • vor 8 Monaten

Stress-tested Perplexity Perplexity Finance Computer on a real equity research workflow: Map a representative AI infrastructure supply chain across 70+ companies across multiple tiers with sourced financials, bottleneck analysis, and company classifications. The kind of deliverable that might take a junior analyst days to weeks. It produced ~2,000 lines of structured research across 4 phased reports (~5,300 credits burned in ~75 minutes of work). Every data point labeled Actual, Guidance, or Estimate with inline source citations. Then it built an interactive dashboard to make the information digestible with 4 deep research .md files compiled. A cool feature is when it flagged when its own sources conflict. It caught 8 data conflicts and wrote explicit resolution notes. TSMC CoWoS capacity ranges explained as report timing differences. ASML's Q4 FCF anomaly identified as a billing artifact. Intel Foundry's loss methodology change across fiscal years. That is fundamentally different from silently picking a number and requiring an experienced SME to catch it. Other strong points: hyperscaler capex table aligned across 5 different fiscal year-ends. ORCL RPO correctly flagged as potential overstating near-term conversion (90%+ partner-funded). Power identified as the binding constraint with MSFT carrying $80B in power-constrained backlog. Some interesting analytical observations, not headline summaries. Where it fell short: never ran the numerical supply/demand gap calculation I specifically asked for (but it was a very large ask tbf). Spot checked multiple data points I know to be true but some ones that also looked off (to be expected, especially across varying degrees of company size and disclosure). Put ~30 companies into one Three Curves bucket (defeats the framework). Some debatable calls (but wouldn't expect AI to be good at this today). A few blog-tier sources where you'd want filings is always the shortcoming of a finance-focused search. Verdict: Arguably first-draft quality from a mid-tier sell-side initiation. 80% of the work done pretty well. The remaining 20% is exactly what you'd mark up before an experienced analyst or PM sees it. Not the finished product but a remarkable effort in a short amount of time. A research scaffold you can interrogate with actual domain expertise. This was a pretty genuinely cool result and I am intrigued to keep playing around with the tool. cc: Aravind Srinivas RYY Roshan
1:11

Stress-tested Perplexity Perplexity Finance Computer on a real equity research workflow: Map a representative AI infrastructure supply chain across 70+ companies across multiple tiers with sourced financials, bottleneck analysis, and company classifications. The kind of deliverable that might take a junior analyst days to weeks. It produced ~2,000 lines of structured research across 4 phased reports (~5,300 credits burned in ~75 minutes of work). Every data point labeled Actual, Guidance, or Estimate with inline source citations. Then it built an interactive dashboard to make the information digestible with 4 deep research .md files compiled. A cool feature is when it flagged when its own sources conflict. It caught 8 data conflicts and wrote explicit resolution notes. TSMC CoWoS capacity ranges explained as report timing differences. ASML's Q4 FCF anomaly identified as a billing artifact. Intel Foundry's loss methodology change across fiscal years. That is fundamentally different from silently picking a number and requiring an experienced SME to catch it. Other strong points: hyperscaler capex table aligned across 5 different fiscal year-ends. ORCL RPO correctly flagged as potential overstating near-term conversion (90%+ partner-funded). Power identified as the binding constraint with MSFT carrying $80B in power-constrained backlog. Some interesting analytical observations, not headline summaries. Where it fell short: never ran the numerical supply/demand gap calculation I specifically asked for (but it was a very large ask tbf). Spot checked multiple data points I know to be true but some ones that also looked off (to be expected, especially across varying degrees of company size and disclosure). Put ~30 companies into one Three Curves bucket (defeats the framework). Some debatable calls (but wouldn't expect AI to be good at this today). A few blog-tier sources where you'd want filings is always the shortcoming of a finance-focused search. Verdict: Arguably first-draft quality from a mid-tier sell-side initiation. 80% of the work done pretty well. The remaining 20% is exactly what you'd mark up before an experienced analyst or PM sees it. Not the finished product but a remarkable effort in a short amount of time. A research scaffold you can interrogate with actual domain expertise. This was a pretty genuinely cool result and I am intrigued to keep playing around with the tool. cc: Aravind Srinivas RYY Roshan

Shanu Mathew

42,176 Aufrufe • vor 5 Monaten