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My full interview with Jason Ai. Williams: why he finally started buying again 3:00 Why he was short from 67k 4:47 A 24% move in four days 5:12 His first buy in a long time 5:38 Where he adds if we retrace 6:29 MiCA, failed exchanges, and regulatory clarity... show more

The Wolf Of All Streets

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34,707 просмотров • 8 дней назад •via X (Twitter)

Наука и технологии Финансы Новости и политика

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10 things I'm buying, and why. Also going into a bit as to why I'd buy these when the 4 year cycle is supposedly intact and we're supposedly in a prolonged bear market. Timestamps 00:00 #1 05:00 #2 07:30 #3 08:30 #4 10:00 #5 12:30 #6 14:30 #7 17:15 #8 21:20 Thoughts on crypto market and #Bitcoin 28:20 #9 29:00 #10 32:30 I sold $RXRX

10 things I'm buying, and why. Also going into a bit as to why I'd buy these when the 4 year cycle is supposedly intact and we're supposedly in a prolonged bear market. Timestamps 00:00 #1 05:00 #2 07:30 #3 08:30 #4 10:00 #5 12:30 #6 14:30 #7 17:15 #8 21:20 Thoughts on crypto market and #Bitcoin 28:20 #9 29:00 #10 32:30 I sold $RXRX

Cantonese Cat 🐱🐈

58,990 просмотров • 5 месяцев назад

This dude built a $1M app in 5 hours, sold the biz, and now lives out of a van 🚐 I toured his van and learned about: – The $1M ARR app he built (1:31) – Why he was miserable in a 9 to 5 (4:00) – The 5-hour build (4:46) – Getting 10K sign-ups in 48 hrs (6:26) – Monetizing those 10K signups (7:33) – Why he obsessed over quality (9:02) – The cons of being a solopreneur (9:39) – Life after a 7 figure acquisition (11:28)

This dude built a $1M app in 5 hours, sold the biz, and now lives out of a van 🚐 I toured his van and learned about: – The $1M ARR app he built (1:31) – Why he was miserable in a 9 to 5 (4:00) – The 5-hour build (4:46) – Getting 10K sign-ups in 48 hrs (6:26) – Monetizing those 10K signups (7:33) – Why he obsessed over quality (9:02) – The cons of being a solopreneur (9:39) – Life after a 7 figure acquisition (11:28)

Pat Walls

337,827 просмотров • 1 год назад

Lutnick evaded death on 9/11, he worked in the Towers He took his son to school that day for the first time in 5 years, his first day of kindergarten on a Tuesday 700 of his employees died and he noted the average age of his employees who died on 9/11 was 33 years old

Lutnick evaded death on 9/11, he worked in the Towers He took his son to school that day for the first time in 5 years, his first day of kindergarten on a Tuesday 700 of his employees died and he noted the average age of his employees who died on 9/11 was 33 years old

Red Panda Koala

150,588 просмотров • 6 месяцев назад

In 2015, Andrew Keys was buying $ETH at $1. He watched it climb to $1,200 and then crash to $80. Most people would have sold. He didn’t. Through the chaos, he continued to build. He helped put Ethereum on Microsoft Azure. He launched the Enterprise Ethereum Alliance. He was early in EigenLayer. Today, he runs Ether Machine (ETHM), a $3B vehicle holding 500,000 ETH. He personally committed 150,000 ETH, worth approximately $ 750 million. Watch the full conversation with Andrew Keys here: (00:31) Intro (03:17) How the Ethereum Virtual Machine was created (07:20) Breaking down Ethereum vs Bitcoin (08:45) How money and markets work in crypto (13:37) The challenges of taking companies public (24:34) How Ethereum and consensus have evolved (31:50) Why Ethereum succeeded with blockchain services (33:23) Ethereum versions and why liquidity matters (35:29) The emotional ups and downs of holding Ethereum (39:33) Stablecoins and the future of banking (42:28) Why Ethereum holds a leading position (44:23) Tokenization and new regulatory rules (50:12) DAOs and the future of finance (59:19) Closing thoughts

In 2015, Andrew Keys was buying $ETH at $1. He watched it climb to $1,200 and then crash to $80. Most people would have sold. He didn’t. Through the chaos, he continued to build. He helped put Ethereum on Microsoft Azure. He launched the Enterprise Ethereum Alliance. He was early in EigenLayer. Today, he runs Ether Machine (ETHM), a $3B vehicle holding 500,000 ETH. He personally committed 150,000 ETH, worth approximately $ 750 million. Watch the full conversation with Andrew Keys here: (00:31) Intro (03:17) How the Ethereum Virtual Machine was created (07:20) Breaking down Ethereum vs Bitcoin (08:45) How money and markets work in crypto (13:37) The challenges of taking companies public (24:34) How Ethereum and consensus have evolved (31:50) Why Ethereum succeeded with blockchain services (33:23) Ethereum versions and why liquidity matters (35:29) The emotional ups and downs of holding Ethereum (39:33) Stablecoins and the future of banking (42:28) Why Ethereum holds a leading position (44:23) Tokenization and new regulatory rules (50:12) DAOs and the future of finance (59:19) Closing thoughts

Lumida Wealth Management

34,699 просмотров • 11 месяцев назад

$40K MRR iphone app. Solo founder. He can't code. I gave him a call and we talked for hours. I edited and condensed it down to give you the most alpha: – Why the app store is secretly untapped (1:53) – Why most apps make $0 (2:38) – How he validates $1M ideas (4:13) – FULL breakdown on how he builds (4:55) – The best marketing channel in the world (7:13) – The 2 ways to monetize mobile apps (9:12) – The 8 tools he uses on a daily basis (11:31) – The most profitable niches to build in right now (12:52)

$40K MRR iphone app. Solo founder. He can't code. I gave him a call and we talked for hours. I edited and condensed it down to give you the most alpha: – Why the app store is secretly untapped (1:53) – Why most apps make $0 (2:38) – How he validates $1M ideas (4:13) – FULL breakdown on how he builds (4:55) – The best marketing channel in the world (7:13) – The 2 ways to monetize mobile apps (9:12) – The 8 tools he uses on a daily basis (11:31) – The most profitable niches to build in right now (12:52)

Pat Walls

250,170 просмотров • 1 год назад

Sam Merrill put up 32 points tonight, 11/12 from the field, 9/10 from three. He's the first player in #Cavs franchise history to record 25+ points and 5+ 3PM on 100% shooting in a half in the play-by-play era. He was lights out. And his teammates were just as happy as he was.

Sam Merrill put up 32 points tonight, 11/12 from the field, 9/10 from three. He's the first player in #Cavs franchise history to record 25+ points and 5+ 3PM on 100% shooting in a half in the play-by-play era. He was lights out. And his teammates were just as happy as he was.

Camryn Justice

30,969 просмотров • 6 месяцев назад

At 25, Peter St Onge, Ph.D. says he became a millionaire after betting everything on Yahoo during the dot-com boom. He retired to a Thai island. One day, he took a speedboat into town, logged into his account, and found almost all the money gone. Years later, he became one of the most followed economists online. In this episode, Peter argues that AI will take millions of entry-level office jobs. Over time, though, people who work with their hands could become much richer. He calls AI the opposite of the Industrial Revolution. I hope you enjoy our conversation: 00:00 Trailer 01:17 Peter gets rich, retires, and loses it all 07:07 Why trust makes countries richer 11:02 SkinIsSkin 12:25 Why experts got Trump wrong 13:57 How institutions protect the in-party 18:11 What America learned from the 1920s cuts 23:53 Why Peter defends some Trump tariffs 29:24 Why small business taxes matter 30:57 Why Peter says the Fed went rogue 37:25 Peter’s case for Bitcoin 45:07 What Milei changed in Argentina 47:23 Why Europe could change fast 52:18 Why AI could make workers richer 1:00:11 Rapid-fire questions 1:02:31 Where to follow Peter

At 25, Peter St Onge, Ph.D. says he became a millionaire after betting everything on Yahoo during the dot-com boom. He retired to a Thai island. One day, he took a speedboat into town, logged into his account, and found almost all the money gone. Years later, he became one of the most followed economists online. In this episode, Peter argues that AI will take millions of entry-level office jobs. Over time, though, people who work with their hands could become much richer. He calls AI the opposite of the Industrial Revolution. I hope you enjoy our conversation: 00:00 Trailer 01:17 Peter gets rich, retires, and loses it all 07:07 Why trust makes countries richer 11:02 SkinIsSkin 12:25 Why experts got Trump wrong 13:57 How institutions protect the in-party 18:11 What America learned from the 1920s cuts 23:53 Why Peter defends some Trump tariffs 29:24 Why small business taxes matter 30:57 Why Peter says the Fed went rogue 37:25 Peter’s case for Bitcoin 45:07 What Milei changed in Argentina 47:23 Why Europe could change fast 52:18 Why AI could make workers richer 1:00:11 Rapid-fire questions 1:02:31 Where to follow Peter

Magatte Wade

48,660 просмотров • 1 месяц назад

Clip from my recent stream with CrediBULL Crypto Credible gives his full thoughts on $BTC And why he thinks the bottom is in Short video, just 5 mins long Definitely worth a watch

Clip from my recent stream with CrediBULL Crypto Credible gives his full thoughts on $BTC And why he thinks the bottom is in Short video, just 5 mins long Definitely worth a watch

フォリス

20,779 просмотров • 1 месяц назад

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

Michaël van de Poppe

527,636 просмотров • 2 месяцев назад

My full interview with Matt Hougan: what actually turned this market 0:28 Three days of monster price action 1:01 Who is actually buying this dip 3:55 The spark and the new Operation Twist 4:47 Soft yield curve control and punishing savers 5:52 What Bitwise is seeing in flows 6:34 Why the real story is no sellers 7:46 Bitcoin vs gold in the debasement trade 8:44 Bitcoin maturing as an institutional asset 10:29 Clarity fails, the regulators move anyway 12:14 Reg crypto and the case for ICO 2.0 13:01 Onshoring Hyperliquid 17:16 Are institutions convinced yet 20:19 No FTX moment, just 200 small ones 22:28 Why ETH doubled Bitcoin's move 25:04 The signal that would confirm the bottom

My full interview with Matt Hougan: what actually turned this market 0:28 Three days of monster price action 1:01 Who is actually buying this dip 3:55 The spark and the new Operation Twist 4:47 Soft yield curve control and punishing savers 5:52 What Bitwise is seeing in flows 6:34 Why the real story is no sellers 7:46 Bitcoin vs gold in the debasement trade 8:44 Bitcoin maturing as an institutional asset 10:29 Clarity fails, the regulators move anyway 12:14 Reg crypto and the case for ICO 2.0 13:01 Onshoring Hyperliquid 17:16 Are institutions convinced yet 20:19 No FTX moment, just 200 small ones 22:28 Why ETH doubled Bitcoin's move 25:04 The signal that would confirm the bottom

The Wolf Of All Streets

29,836 просмотров • 8 дней назад

FULL INTERVIEW: travis kalanick joins TBPN to discuss his new company Atoms, physical AI, Uber, and more: 01:18 - Why he's been building in stealth for 8 years 04:32 - Atoms and the future of physical AI 08:10 - Creating a culture of builders 12:05 - Lessons from Uber 24:30 - The vision for physical AI and robotics 31:15 - Why humans will be the main beneficiaries of AI 38:20 - Mining, autonomous robots, automation 47:05 - Why Travis moved to Texas

FULL INTERVIEW: travis kalanick joins TBPN to discuss his new company Atoms, physical AI, Uber, and more: 01:18 - Why he's been building in stealth for 8 years 04:32 - Atoms and the future of physical AI 08:10 - Creating a culture of builders 12:05 - Lessons from Uber 24:30 - The vision for physical AI and robotics 31:15 - Why humans will be the main beneficiaries of AI 38:20 - Mining, autonomous robots, automation 47:05 - Why Travis moved to Texas

TBPN

627,591 просмотров • 5 месяцев назад

🎙️ The Sujal Show Ep. 16: Haseeb Qureshi ＞|＜ "I Turned $50 Into $100K With a Stranger's ID" Dragonfly ＞|＜ Managing Partner Haseeb Qureshi, a former top-10 poker player, reveals why crypto was secretly built for AI, his 5 rules to survive every crypto cycle, the 3 skills that matter most, his controversial take on Ethereum vs. Bitcoin, and the dark period after quitting poker. We Discussed on The Sujal Show: - Turning $50 into $100,000 in one year playing poker - Why he gave away his poker fortune and restarted with just $10,000 - The viral blog post that made Silicon Valley notice him - Why crypto was never built for humans - Will $ETH ever flip $BTC? - Can $SOL overtake $ETH? - Why he never left crypto for AI investing - Inside Dragonfly's early bets: Bybit, Polymarket, $HYPE, Monad - 2 skills that matter most in a post-AI world - 30 straight job rejections before landing 7 offers as a coder - His 5 unfiltered rules for surviving crypto cycles - The MMORPG theory of crypto relationships - The real reason perp DEXs like Hyperliquid took off - His advice to a 16-year-old with $50 today Timestamps: 00:00 Intro 01:44 Why Haseeb refuses to call himself a gambler 04:35 The traits that made him invaluable in crypto 07:00 His unbelievable $50 → $100K poker story 11:36 Making $1M/year before turning 20 14:55 Why money doesn't create happiness 18:44 Why he donated millions and restarted with $10K 20:20 If he had just $50 today, here's the playbook 23:00 Where young people can still find an edge 24:12 The 3 highest-ROI skills in the AI era 25:45 His framework for building powerful relationships 29:07 Why crypto was actually built for AI 32:53 The biggest opportunity ahead 35:03 Inside Dragonfly: $4B AUM, check sizes, and portfolio 36:13 Why he never left crypto for AI 38:23 From college dropout to Silicon Valley 38:17 The mindset that survives every setback 44:14 Ethereum vs. Bitcoin | Solana vs. Ethereum 46:18 5 rules for surviving crypto cycles 51:25 Why RWAs could unlock crypto's next chapter 54:22 Final advice He turned $50 into a $4B fund. His 5 rules will keep you in the game. Watch now 👇

🎙️ The Sujal Show Ep. 16: Haseeb Qureshi ＞|＜ "I Turned $50 Into $100K With a Stranger's ID" Dragonfly ＞|＜ Managing Partner Haseeb Qureshi, a former top-10 poker player, reveals why crypto was secretly built for AI, his 5 rules to survive every crypto cycle, the 3 skills that matter most, his controversial take on Ethereum vs. Bitcoin, and the dark period after quitting poker. We Discussed on The Sujal Show: - Turning $50 into $100,000 in one year playing poker - Why he gave away his poker fortune and restarted with just $10,000 - The viral blog post that made Silicon Valley notice him - Why crypto was never built for humans - Will $ETH ever flip $BTC? - Can $SOL overtake $ETH? - Why he never left crypto for AI investing - Inside Dragonfly's early bets: Bybit, Polymarket, $HYPE, Monad - 2 skills that matter most in a post-AI world - 30 straight job rejections before landing 7 offers as a coder - His 5 unfiltered rules for surviving crypto cycles - The MMORPG theory of crypto relationships - The real reason perp DEXs like Hyperliquid took off - His advice to a 16-year-old with $50 today Timestamps: 00:00 Intro 01:44 Why Haseeb refuses to call himself a gambler 04:35 The traits that made him invaluable in crypto 07:00 His unbelievable $50 → $100K poker story 11:36 Making $1M/year before turning 20 14:55 Why money doesn't create happiness 18:44 Why he donated millions and restarted with $10K 20:20 If he had just $50 today, here's the playbook 23:00 Where young people can still find an edge 24:12 The 3 highest-ROI skills in the AI era 25:45 His framework for building powerful relationships 29:07 Why crypto was actually built for AI 32:53 The biggest opportunity ahead 35:03 Inside Dragonfly: $4B AUM, check sizes, and portfolio 36:13 Why he never left crypto for AI 38:23 From college dropout to Silicon Valley 38:17 The mindset that survives every setback 44:14 Ethereum vs. Bitcoin | Solana vs. Ethereum 46:18 5 rules for surviving crypto cycles 51:25 Why RWAs could unlock crypto's next chapter 54:22 Final advice He turned $50 into a $4B fund. His 5 rules will keep you in the game. Watch now 👇

Sujal Jethwani

14,700 просмотров • 1 месяц назад

Good time to repost my interview with Jonathan Ross from April 2024. 0:00 - Intro 0:38 - Founding Story 3:20 - Groq Chip Memory 6:24 - Chips vs. Cloud 9:28 - Future of AI 11:04 - Where is the Value in AI? 13:45 - Agents & Inference Speed 17:18 - Optimizing Models for Groq 19:32 - Fears and Hope for the Future 22:24 - Bias and Algo Control

Good time to repost my interview with Jonathan Ross from April 2024. 0:00 - Intro 0:38 - Founding Story 3:20 - Groq Chip Memory 6:24 - Chips vs. Cloud 9:28 - Future of AI 11:04 - Where is the Value in AI? 13:45 - Agents & Inference Speed 17:18 - Optimizing Models for Groq 19:32 - Fears and Hope for the Future 22:24 - Bias and Algo Control

Matthew Berman

26,560 просмотров • 8 месяцев назад

There’s never been a legitimate criminal investigation into 9-11, the deadliest terror attack in US history. Roger Waters is trying to change that. 0:00 Waters' Thoughts on 9-11 and Where He Was When It Happened 14:29 Were Americans and Israelis Involved in 9-11? 18:47 The Note Waters Wrote to Himself 27:42 Why Would Waters Risk Everything to Weigh In on 9-11? 30:09 The JFK Files, Ukraine, and Russia 33:08 What Was the Response to Waters Raising Questions About 9-11? 36:57 Is the West Moving Toward an Actual War With Russia? 39:27 Propaganda of the Ruling Class and the UK's Censorship 43:37 The Israel Lobby Blocking Waters From Supporting Disabled Veterans 53:50 The Israeli Lobby Within South America 55:41 Netanyahu, Ben-Gvir, Mike Huckabee, and Christian Zionism 57:49 The Iran War 1:00:43 Why Has the Media Slandered Waters for His Stance? 1:04:11 The Media's Role in War 1:07:24 Can the Iranian and Russian Conflicts Be Resolved Peacefully?

There’s never been a legitimate criminal investigation into 9-11, the deadliest terror attack in US history. Roger Waters is trying to change that. 0:00 Waters' Thoughts on 9-11 and Where He Was When It Happened 14:29 Were Americans and Israelis Involved in 9-11? 18:47 The Note Waters Wrote to Himself 27:42 Why Would Waters Risk Everything to Weigh In on 9-11? 30:09 The JFK Files, Ukraine, and Russia 33:08 What Was the Response to Waters Raising Questions About 9-11? 36:57 Is the West Moving Toward an Actual War With Russia? 39:27 Propaganda of the Ruling Class and the UK's Censorship 43:37 The Israel Lobby Blocking Waters From Supporting Disabled Veterans 53:50 The Israeli Lobby Within South America 55:41 Netanyahu, Ben-Gvir, Mike Huckabee, and Christian Zionism 57:49 The Iran War 1:00:43 Why Has the Media Slandered Waters for His Stance? 1:04:11 The Media's Role in War 1:07:24 Can the Iranian and Russian Conflicts Be Resolved Peacefully?

Tucker Carlson

1,273,610 просмотров • 1 месяц назад

MrBeast Games winner explains why he picked briefcase #6 on his first try and won $10,000,000 ''Number 6 kept appearing to me in the days ahead. If you go back to the $1M money grab, Patrick got No. 5 and he gave me key number 6, which put me into bunk number 6. Then the next day I get into the top 6. We had some free time and I was saying a prayer that has six words in it. The day before the night was the sixth day of the sixth Hebrew month, so No. 6 just kept popping up to me'' ''It was just one of these weird moments where my certainty levels were nearly 100%, if not 100''

MrBeast Games winner explains why he picked briefcase #6 on his first try and won $10,000,000 ''Number 6 kept appearing to me in the days ahead. If you go back to the $1M money grab, Patrick got No. 5 and he gave me key number 6, which put me into bunk number 6. Then the next day I get into the top 6. We had some free time and I was saying a prayer that has six words in it. The day before the night was the sixth day of the sixth Hebrew month, so No. 6 just kept popping up to me'' ''It was just one of these weird moments where my certainty levels were nearly 100%, if not 100''

Mikli

1,215,181 просмотров • 5 месяцев назад

This guy failed 30 times and spent 5 years barely scraping by. But today he has 10+ projects that make $1.5M/year. So how did Marc become a legendary solopreneur? We sat down to talk and he shared his story with me. This is a must-watch for every solopreneur: – The first failure (3:01) – How he made his first dollar (5:52) – Rock bottom (8:58) – Small bets (12:54) – 6 apps in 7 months (13:47) – How he finally found product-market fit (15:28) – "If you don't quit at some point you'll win" (18:08)

This guy failed 30 times and spent 5 years barely scraping by. But today he has 10+ projects that make $1.5M/year. So how did Marc become a legendary solopreneur? We sat down to talk and he shared his story with me. This is a must-watch for every solopreneur: – The first failure (3:01) – How he made his first dollar (5:52) – Rock bottom (8:58) – Small bets (12:54) – 6 apps in 7 months (13:47) – How he finally found product-market fit (15:28) – "If you don't quit at some point you'll win" (18:08)

Starter Story

56,569 просмотров • 1 год назад

FULL INTERVIEW: Jerry Tworek says AI researchers now tell each other they have a last few days of work left, so work while you still can. He gives it two years before humans stop being a meaningful part of AI research. Jerry Tworek spent 7 years at OpenAI, where he led o1 and o3 and built the original Codex. He left in January to found , and joined Theo Jaffee and sof 𓋹 to lay out his contrarian bet against the transformer: 01:18 the third generation of AI labs 03:43 why the agents execute and the humans still generate the insight 06:42 two years before humans are vestigial in AI research 09:09 why creative writing lags coding, and it isn't a research problem 11:08 if you aren't the lab with the highest compute footprint, you die 11:20 roughly 10 companies had a shot at Anthropic's position 13:16 his most contrarian thesis, and why he won't just train transformers 15:31 what's actually wrong with the transformer 17:23 seven years at OpenAI, three or four attempts at a new architecture 19:30 all of us are neo clouds with a value add on top 22:38 why the Hugging Face model wasn't well behaved 23:49 the alignment problems of yesterday, and how well they went 27:42 why he's proud of how OpenAI handled 4o 29:02 the 30 to 50 people in the world who understand a frontier model end to end 32:09 why automation should start with the biggest companies 36:00 Greek philosophers or high school 37:31 Ilya's 2019 all-hands, and the roadmap that turned out to be right 40:30 the moment Jakub handed him the GPUs 42:32 the company is the product

FULL INTERVIEW: Jerry Tworek says AI researchers now tell each other they have a last few days of work left, so work while you still can. He gives it two years before humans stop being a meaningful part of AI research. Jerry Tworek spent 7 years at OpenAI, where he led o1 and o3 and built the original Codex. He left in January to found , and joined Theo Jaffee and sof 𓋹 to lay out his contrarian bet against the transformer: 01:18 the third generation of AI labs 03:43 why the agents execute and the humans still generate the insight 06:42 two years before humans are vestigial in AI research 09:09 why creative writing lags coding, and it isn't a research problem 11:08 if you aren't the lab with the highest compute footprint, you die 11:20 roughly 10 companies had a shot at Anthropic's position 13:16 his most contrarian thesis, and why he won't just train transformers 15:31 what's actually wrong with the transformer 17:23 seven years at OpenAI, three or four attempts at a new architecture 19:30 all of us are neo clouds with a value add on top 22:38 why the Hugging Face model wasn't well behaved 23:49 the alignment problems of yesterday, and how well they went 27:42 why he's proud of how OpenAI handled 4o 29:02 the 30 to 50 people in the world who understand a frontier model end to end 32:09 why automation should start with the biggest companies 36:00 Greek philosophers or high school 37:31 Ilya's 2019 all-hands, and the roadmap that turned out to be right 40:30 the moment Jakub handed him the GPUs 42:32 the company is the product

MTS

132,850 просмотров • 4 дней назад

'It's not a Ponzi. It's a Saylor scheme.' 🪙 Vinny Lingham tweeted 18 months ago that Strategy's unraveling was coming. We got into how he thinks the whole thing breaks. 📉 Timestamps: 📉 01:11 Strategy in free fall: why Vinny says the collapse was always coming 🪤 06:24 Why buying back 2029 debt blew Saylor's runway ₿ 07:36 The '32 years of dividends' claim and what a deeper bear market does to it 🏚️ 10:23 How the MSTR empire actually breaks: the discount-to-mNAV trap 🎯 13:35 Why is Strategy faltering? Is it leverage or a Soros-style attack on MSTR? 💙 16:38 Cape: Get 33% off your first six months with code unchained at 💚 17:32 Fidelity: Explore crypto careers that could change your future at 📆 18:15 Why switching to bi-monthly dividends makes the problem worse ⏳ 19:29 The $6.7B convertible-note overhang and the 2028 default risk 🛟 22:07 Can MSTR be saved, and the most likely outcome from here

'It's not a Ponzi. It's a Saylor scheme.' 🪙 Vinny Lingham tweeted 18 months ago that Strategy's unraveling was coming. We got into how he thinks the whole thing breaks. 📉 Timestamps: 📉 01:11 Strategy in free fall: why Vinny says the collapse was always coming 🪤 06:24 Why buying back 2029 debt blew Saylor's runway ₿ 07:36 The '32 years of dividends' claim and what a deeper bear market does to it 🏚️ 10:23 How the MSTR empire actually breaks: the discount-to-mNAV trap 🎯 13:35 Why is Strategy faltering? Is it leverage or a Soros-style attack on MSTR? 💙 16:38 Cape: Get 33% off your first six months with code unchained at 💚 17:32 Fidelity: Explore crypto careers that could change your future at 📆 18:15 Why switching to bi-monthly dividends makes the problem worse ⏳ 19:29 The $6.7B convertible-note overhang and the 2028 default risk 🛟 22:07 Can MSTR be saved, and the most likely outcome from here

Laura Shin

23,107 просмотров • 2 месяцев назад

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Phil Rosen

82,052 просмотров • 6 месяцев назад