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Jordi with some positivity about OpenAI "I think Sam Altman is playing for keeps. There are a lot of founders that wouldn't have launched Sora as a standalone app... But he's incredibly aggressive, and he's fast becoming too big to fail." "If you asked: 'This company has 800 million... weekly active users. Do you think it's fair they would experiment with a social network?' There are a lot of companies with far less scale doing this." "My framework for OpenAI now is they're a hyperscaler that's going to launch products all the time. Some of which will work, some won't, and that's totally okay." "They're experimenting, they're shipping, and they're taking big swings. Because at this point for them to create something that's meaningful to their business, it has to be a billion dollar opportunity."show more

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President Trump on Iraq: "The oil companies are all going in now and they're doing partnerships with Iraq, and they're getting along very well. The relationship is a whole big relationship where we don't need the military there... We're there to protect them if need be, but we don't think that's going to be necessary... Iran was a big burden on Iraq... but they're not going to have that problem anymore."

President Trump on Iraq: "The oil companies are all going in now and they're doing partnerships with Iraq, and they're getting along very well. The relationship is a whole big relationship where we don't need the military there... We're there to protect them if need be, but we don't think that's going to be necessary... Iran was a big burden on Iraq... but they're not going to have that problem anymore."

Breaking911

49,975 views • 1 month ago

.President Donald J. Trump on Iraq: "The oil companies are all going in now and they're doing partnerships with Iraq, and they're getting along very well. The relationship is a whole big relationship where we don't need the military there... We're there to protect them if need be, but we don't think that's going to be necessary... Iran was a big burden on Iraq... but they're not going to have that problem anymore."

.President Donald J. Trump on Iraq: "The oil companies are all going in now and they're doing partnerships with Iraq, and they're getting along very well. The relationship is a whole big relationship where we don't need the military there... We're there to protect them if need be, but we don't think that's going to be necessary... Iran was a big burden on Iraq... but they're not going to have that problem anymore."

Rapid Response 47

291,050 views • 1 month ago

Elon Musk on Sam Altman: "I'm not a fan of Sam Altman because if you started a non-profit that was meant to be an open source AI company and it somehow got turned into an 800 billion dollar for-profit company with closed source, I think you'd be like, well, wait a second, that's the exact opposite of what I donated the money for. That's my issue. I think it's a legitimate one. And then Dario, I think, also is not a fan of Sam Altman because he felt, in fact, the reason the Anthropic team left OpenAI is because they didn't trust Sam Altman. Otherwise Anthropic wouldn't exist. They would still be at OpenAI. But at the end of the day, if we have to talk, we'll talk.I mean, set aside our personal differences for the good of the world."

Elon Musk on Sam Altman: "I'm not a fan of Sam Altman because if you started a non-profit that was meant to be an open source AI company and it somehow got turned into an 800 billion dollar for-profit company with closed source, I think you'd be like, well, wait a second, that's the exact opposite of what I donated the money for. That's my issue. I think it's a legitimate one. And then Dario, I think, also is not a fan of Sam Altman because he felt, in fact, the reason the Anthropic team left OpenAI is because they didn't trust Sam Altman. Otherwise Anthropic wouldn't exist. They would still be at OpenAI. But at the end of the day, if we have to talk, we'll talk.I mean, set aside our personal differences for the good of the world."

DogeDesigner

240,039 views • 1 month ago

🎙️Q: “You said about the schedule. That's too much tournaments. Are you players talking, like, all together to maybe stand up and say, that's enough, maybe two-weeks Masters Series probably is not good for you? I think you're playing too much, because they say you have more rest, but this is not the rest, to be honest.” Carlos Alcaraz: “Well, honestly, there are a lot of really good players on tour, and obviously each player has their own feelings. A lot of players want to play more and even more. A lot of players feel like, okay, it is a good calendar. And a lot of players say that it's really tight, a lot of tournaments during the whole year. I'm the kind of player who thinks there are a lot of tournaments during the year, mandatory tournaments, and probably during the next few years gonna be even more tournaments, more mandatory tournaments. So, I mean, probably they are going to kill us in some way (smiling). Right now, there are showing up with a lot of injuries - because of the ball, because of the calendar, because a lot of things. Probably, at some point, a lot of good players are going to miss a lot of tournaments because of that - because they have to think about their bodies, they have to take care about their lives. I mean, they have families, they have a lot of other stuff in their lives [other] than tennis. They have to take care about it, as well. It's getting too much, I guess.”

🎙️Q: “You said about the schedule. That's too much tournaments. Are you players talking, like, all together to maybe stand up and say, that's enough, maybe two-weeks Masters Series probably is not good for you? I think you're playing too much, because they say you have more rest, but this is not the rest, to be honest.” Carlos Alcaraz: “Well, honestly, there are a lot of really good players on tour, and obviously each player has their own feelings. A lot of players want to play more and even more. A lot of players feel like, okay, it is a good calendar. And a lot of players say that it's really tight, a lot of tournaments during the whole year. I'm the kind of player who thinks there are a lot of tournaments during the year, mandatory tournaments, and probably during the next few years gonna be even more tournaments, more mandatory tournaments. So, I mean, probably they are going to kill us in some way (smiling). Right now, there are showing up with a lot of injuries - because of the ball, because of the calendar, because a lot of things. Probably, at some point, a lot of good players are going to miss a lot of tournaments because of that - because they have to think about their bodies, they have to take care about their lives. I mean, they have families, they have a lot of other stuff in their lives [other] than tennis. They have to take care about it, as well. It's getting too much, I guess.”

Alcaraz Daily

15,050 views • 1 year ago

“We need aggressive founders with large ambitions. “Think about what you want to do. It needs to be big. And you need to be truly aggressive.” “It is underestimated how much of a difference aggression and ambition make. I think 95% of a company's success is that.” “A lot of people find excuses why they can't build a big company. Too much regulation or not enough funding. None of that is true. They're all excuses.” “We need aggressive founders with large ambitions.”

“We need aggressive founders with large ambitions. “Think about what you want to do. It needs to be big. And you need to be truly aggressive.” “It is underestimated how much of a difference aggression and ambition make. I think 95% of a company's success is that.” “A lot of people find excuses why they can't build a big company. Too much regulation or not enough funding. None of that is true. They're all excuses.” “We need aggressive founders with large ambitions.”

David Senra

86,950 views • 4 days ago

Trump to Farmers: We have a new market coming up, and that's called The Lovely Country of Iran. It's a beautiful place. Would anybody like to go there? They're having a hard time with food and we're going to be taking some of their money and we'll spend it and we're going to be buying wheat, soybeans, and corn, a lot of it, and that process is going to be starting soon. It’s going to be big.

Trump to Farmers: We have a new market coming up, and that's called The Lovely Country of Iran. It's a beautiful place. Would anybody like to go there? They're having a hard time with food and we're going to be taking some of their money and we'll spend it and we're going to be buying wheat, soybeans, and corn, a lot of it, and that process is going to be starting soon. It’s going to be big.

Acyn

688,037 views • 2 months ago

🚨Keith Rabois on Perplexity's AI browser: "It's a great Hail Mary attempt" because " absent something like this, Perplexity is toast." @jason: "OpenAI and Perplexity are going after the browser." "Perplexity launched Comet for their $200/month tier." "This is a really interesting category. Having your browser connected to agents lets you do really interesting things." Keith Rabois: "I think it's a great Hail Mary attempt by Perplexity." "I think absent something like this, Perplexity is toast." "Like, per the stat about ChatGPT going to a billion users, it's becoming the verb, you know, the way you describe using AI for a normal consumer." "There's nothing left of Perplexity if they can't pull this off." "So it's a great idea because the history of consumer technology companies is, whoever has uphill ground, like in a military sense, whoever's first has a lot of control." "This is actually what Google should be doing, truthfully." "I think Google Search is toast." "And since they have Chrome and they theoretically have a quality team in Gemini, they should be putting these two things together and hoping to compete with ChatGPT." "They're gonna lose the search game. The assets that are best at Google right now have nothing to do with search." "It's every other product that's the only thing that's gonna save that company if they can figure out how to use them."

🚨Keith Rabois on Perplexity's AI browser: "It's a great Hail Mary attempt" because " absent something like this, Perplexity is toast." @jason: "OpenAI and Perplexity are going after the browser." "Perplexity launched Comet for their $200/month tier." "This is a really interesting category. Having your browser connected to agents lets you do really interesting things." Keith Rabois: "I think it's a great Hail Mary attempt by Perplexity." "I think absent something like this, Perplexity is toast." "Like, per the stat about ChatGPT going to a billion users, it's becoming the verb, you know, the way you describe using AI for a normal consumer." "There's nothing left of Perplexity if they can't pull this off." "So it's a great idea because the history of consumer technology companies is, whoever has uphill ground, like in a military sense, whoever's first has a lot of control." "This is actually what Google should be doing, truthfully." "I think Google Search is toast." "And since they have Chrome and they theoretically have a quality team in Gemini, they should be putting these two things together and hoping to compete with ChatGPT." "They're gonna lose the search game. The assets that are best at Google right now have nothing to do with search." "It's every other product that's the only thing that's gonna save that company if they can figure out how to use them."

The All-In Podcast

45,297 views • 1 year ago

🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."

🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."

Sense Receptor

15,991 views • 1 month ago

Gavin Baker says the Anthropic S-1 will break a lot of investors' brains "The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized." "Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing." "These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire." "They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone." "It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."

Gavin Baker says the Anthropic S-1 will break a lot of investors' brains "The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized." "Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing." "These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire." "They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone." "It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."

dnap

539,709 views • 17 days ago

🚨 MARCO RUBIO ON PRESIDENT TRUMP'S DEBATE WITH POPE LEO: "What the President basically said is that Iran can't have a nuclear weapon because they would use it against places that have a lot of Catholics and Christians and others for that matter!" "It goes back to the central point. I think the President, without trying to speak for him, but I think I can characterize it this way. He doesn't understand why anybody, leave aside the Pope." "The President and I for that matter, I think most people, I cannot understand why ANYONE would think that it's a good idea for Iran to ever have a nuclear weapon." "Look what they're doing with the Straits right now. They're holding the whole world hostage." "They have these sailors on commercial ships that are going to starve to death out there. They don't care. They don't care that this is melting the economies around the world, even of their own allies." "This is what they're doing with the Straits. What do you think they would do if they had a nuclear weapon? They would hold the world hostage with that nuclear weapon. That's what they would do."

🚨 MARCO RUBIO ON PRESIDENT TRUMP'S DEBATE WITH POPE LEO: "What the President basically said is that Iran can't have a nuclear weapon because they would use it against places that have a lot of Catholics and Christians and others for that matter!" "It goes back to the central point. I think the President, without trying to speak for him, but I think I can characterize it this way. He doesn't understand why anybody, leave aside the Pope." "The President and I for that matter, I think most people, I cannot understand why ANYONE would think that it's a good idea for Iran to ever have a nuclear weapon." "Look what they're doing with the Straits right now. They're holding the whole world hostage." "They have these sailors on commercial ships that are going to starve to death out there. They don't care. They don't care that this is melting the economies around the world, even of their own allies." "This is what they're doing with the Straits. What do you think they would do if they had a nuclear weapon? They would hold the world hostage with that nuclear weapon. That's what they would do."

Eric Daugherty

18,840 views • 3 months ago

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

Nic Cruz Patane

72,344 views • 6 months ago

Jensen Huang says the next internet is not for humans. It is for agents. "AI has become agentic, meaning that it can actually do work by itself." "One agent can communicate with another agent and say, 'I have some work to do. Let's team up together and let's do some work.'" "Inside our company... we have hundreds of thousands of agents probably running around right now that are doing work and they're talking to each other and they're solving problems." "All guardrailed, all sandboxed... but they're all working with each other." Then the part most people are not ready for: "The internet that we use today for a billion people will likely mostly be several billion, call it a hundred billion agents working around the clock." Companies talking to companies. Employee agents talking to employee agents. Self-driving cars, robots, manufacturing systems, buildings. "The world is going to be this layer of computing that's going to cocoon the earth, and it's going to be generating intelligence all the time."

Jensen Huang says the next internet is not for humans. It is for agents. "AI has become agentic, meaning that it can actually do work by itself." "One agent can communicate with another agent and say, 'I have some work to do. Let's team up together and let's do some work.'" "Inside our company... we have hundreds of thousands of agents probably running around right now that are doing work and they're talking to each other and they're solving problems." "All guardrailed, all sandboxed... but they're all working with each other." Then the part most people are not ready for: "The internet that we use today for a billion people will likely mostly be several billion, call it a hundred billion agents working around the clock." Companies talking to companies. Employee agents talking to employee agents. Self-driving cars, robots, manufacturing systems, buildings. "The world is going to be this layer of computing that's going to cocoon the earth, and it's going to be generating intelligence all the time."

Karl Mehta

17,931 views • 2 months ago

"We're about to see the explosion of analog." Gary Vaynerchuk wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical retail, event-driven businesses, in concerts and venues." "There are a lot of interesting non-digital realities that are coming as a countermove to the insanity of AI advancements." "We're literally within a half decade of not believing a single video that's on the internet. In 5 years, if we're having this interview, most of the audience is trying to figure out if we're real or not." "That is very real, and has substantial counter-opportunities." "Any real entrepreneur, they're not crying about AI killing them. They're curious about how AI at scale is going to create opportunity for them."

"We're about to see the explosion of analog." Gary Vaynerchuk wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical retail, event-driven businesses, in concerts and venues." "There are a lot of interesting non-digital realities that are coming as a countermove to the insanity of AI advancements." "We're literally within a half decade of not believing a single video that's on the internet. In 5 years, if we're having this interview, most of the audience is trying to figure out if we're real or not." "That is very real, and has substantial counter-opportunities." "Any real entrepreneur, they're not crying about AI killing them. They're curious about how AI at scale is going to create opportunity for them."

TBPN

193,770 views • 2 months ago

"We're about to see the explosion of analog." Gary Vaynerchuk wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical retail, event-driven businesses, in concerts and venues." "There are a lot of interesting non-digital realities that are coming as a countermove to the insanity of AI advancements." "We're literally within a half decade of not believing a single video that's on the internet. In 5 years, if we're having this interview, most of the audience is trying to figure out if we're real or not." "That is very real, and has substantial counter-opportunities." "Any real entrepreneur, they're not crying about AI killing them. They're curious about how AI at scale is going to create opportunity for them."

"We're about to see the explosion of analog." Gary Vaynerchuk wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical retail, event-driven businesses, in concerts and venues." "There are a lot of interesting non-digital realities that are coming as a countermove to the insanity of AI advancements." "We're literally within a half decade of not believing a single video that's on the internet. In 5 years, if we're having this interview, most of the audience is trying to figure out if we're real or not." "That is very real, and has substantial counter-opportunities." "Any real entrepreneur, they're not crying about AI killing them. They're curious about how AI at scale is going to create opportunity for them."

TBPN

319,383 views • 4 months ago

John: "I think some people do need to have their multiple Claude Max accounts banned. They're not building anything useful. They're wasting tokens... I'm with Claude on this." John jokes about Claude banning users from having multiple Max accounts, but points out that AI has flat-out failed to deliver on some of the things it should have by now: "I think we're still early in the broad distribution of people building custom software and experimenting with things. But at the same time, we've had great writing models for a long time. Anyone could write a better ending to Game of Thrones, and send it to you as a text file right now, with the current models. And I haven't [seen that]."

John: "I think some people do need to have their multiple Claude Max accounts banned. They're not building anything useful. They're wasting tokens... I'm with Claude on this." John jokes about Claude banning users from having multiple Max accounts, but points out that AI has flat-out failed to deliver on some of the things it should have by now: "I think we're still early in the broad distribution of people building custom software and experimenting with things. But at the same time, we've had great writing models for a long time. Anyone could write a better ending to Game of Thrones, and send it to you as a text file right now, with the current models. And I haven't [seen that]."

TBPN

45,521 views • 6 months ago

Scottie Scheffler has the chance to win the career grand slam at the US Open this week. Ahead of the championship he was asked what it would mean for the sport if he were to do it: “That's a good question. I think it would definitely bring more eyeballs to the sport, which is always a good thing. I think golf is a great game. I think it's something that everybody should have a chance to be introduced to. I think you learn a lot about yourself. I think you learn a lot of life lessons through the game of golf. “Some of my best friends in the whole world I know just from playing golf and playing golf with them and growing up with those types of guys. This game obviously means a lot to me as a player, and it's been a huge part of my life for a long time. It's something that I would love for more people to get introduced to.” U.S. Open

Scottie Scheffler has the chance to win the career grand slam at the US Open this week. Ahead of the championship he was asked what it would mean for the sport if he were to do it: “That's a good question. I think it would definitely bring more eyeballs to the sport, which is always a good thing. I think golf is a great game. I think it's something that everybody should have a chance to be introduced to. I think you learn a lot about yourself. I think you learn a lot of life lessons through the game of golf. “Some of my best friends in the whole world I know just from playing golf and playing golf with them and growing up with those types of guys. This game obviously means a lot to me as a player, and it's been a huge part of my life for a long time. It's something that I would love for more people to get introduced to.” U.S. Open

Flushing It

13,950 views • 2 months ago

.John Coogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're spending hundreds of millions of dollars on this, just for internal code-gen tooling — like, running their business." "They are going to spend an inordinate amount of money on frontier inference, and so [by] training a model there, they will be able to amortize the training cost of the next model they build not just over, 'Can they get a product out that goes viral and becomes its own standalone chat app that people pay for.'" "Just on the internal usage, they could be running a multi-billion-dollar token bill that they would have to pay another lab. And so if they develop that internally, it's pure vertical integration." "And then you also have everything that's happening on the actual ad targeting and content delivery side..." "The big question has been like, 'Is Meta going to be able to launch an entirely new AI product like Vibes or something like that?'" "And this is a data point that, to me, says they don't need to. Because just from a pure vertical integration [perspective], the investment in MSL can pencil out."

.John Coogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're spending hundreds of millions of dollars on this, just for internal code-gen tooling — like, running their business." "They are going to spend an inordinate amount of money on frontier inference, and so [by] training a model there, they will be able to amortize the training cost of the next model they build not just over, 'Can they get a product out that goes viral and becomes its own standalone chat app that people pay for.'" "Just on the internal usage, they could be running a multi-billion-dollar token bill that they would have to pay another lab. And so if they develop that internally, it's pure vertical integration." "And then you also have everything that's happening on the actual ad targeting and content delivery side..." "The big question has been like, 'Is Meta going to be able to launch an entirely new AI product like Vibes or something like that?'" "And this is a data point that, to me, says they don't need to. Because just from a pure vertical integration [perspective], the investment in MSL can pencil out."

TBPN

32,654 views • 4 months ago

🚨 NOW: President Trump is GOING HARD calling on Senate Republicans to get SMART and NUKE the filibuster Leader Thune needs to OBTAIN THE VOTES! Imagine how easily we can pass SAVE America🔥 "I think it's very foolish for the Republicans not to immediately terminate the filibuster and get everything approved, like the great big beautiful bill. And I think they're getting much closer to it. It's shocking that there are some, a couple of people that just don't want to do it." "Now, why? You'll have to ask them. But if we did that, we could get things done at a record clip. I deal with it all the time." "I mean, especially lately, I said, how much can a Republican senator stand because what they're doing with respect to defunding all of our law enforcement, frankly, which is really what they're doing. They're defunding ICE. They're defunding Border Patrol." "They're defunding some of our greatest people, our greatest patriots. And at some point, I think the senators have to get smart and they have to do it because the Democrats will do it in their first hour." "And they'll use it in their first day and they'll be adding additional states and they'll be adding additional Supreme Court justices." "I hear up to 21 is the number they really want. Twenty one. They want to dilute it and it would be terrible." "There will be very little voting cheating if we do the Save America Act. And the way they're going to do that is to terminate the filibuster."

🚨 NOW: President Trump is GOING HARD calling on Senate Republicans to get SMART and NUKE the filibuster Leader Thune needs to OBTAIN THE VOTES! Imagine how easily we can pass SAVE America🔥 "I think it's very foolish for the Republicans not to immediately terminate the filibuster and get everything approved, like the great big beautiful bill. And I think they're getting much closer to it. It's shocking that there are some, a couple of people that just don't want to do it." "Now, why? You'll have to ask them. But if we did that, we could get things done at a record clip. I deal with it all the time." "I mean, especially lately, I said, how much can a Republican senator stand because what they're doing with respect to defunding all of our law enforcement, frankly, which is really what they're doing. They're defunding ICE. They're defunding Border Patrol." "They're defunding some of our greatest people, our greatest patriots. And at some point, I think the senators have to get smart and they have to do it because the Democrats will do it in their first hour." "And they'll use it in their first day and they'll be adding additional states and they'll be adding additional Supreme Court justices." "I hear up to 21 is the number they really want. Twenty one. They want to dilute it and it would be terrible." "There will be very little voting cheating if we do the Save America Act. And the way they're going to do that is to terminate the filibuster."

Eric Daugherty

25,603 views • 4 months ago