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"This is an existential battle. Whoever wields the most intelligence will build the most value" Mike Alfred on why the CapEx keeps climbing and nobody blinks "None of the hyperscalers have blinked. Every single one is increasing their CapEx budget every quarter, every year, for years now, and I...

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The Wolf Of All Streets

1,084,690 subscribers

42,104 Aufrufe • vor 11 Tagen •via X (Twitter)

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15 Kommentare

Profilbild von The Wolf Of All Streets
The Wolf Of All Streetsvor 11 Tagen

FT @mikealfred

Profilbild von Randy
Randyvor 11 Tagen

Mike Alfred is someone who makes bad analysis, berate others who dare to opine differently than him, and deletes his post when he's about to be held accountable. He's a clown.

Profilbild von Zelda Warrior
Zelda Warriorvor 11 Tagen

Mike Alfred is must watch for anyone interested in listening to bad advice from a notorious retail scammer.

Profilbild von Gav
Gavvor 11 Tagen

I like Mike, he shit posts too much for my liking but hey....great calls!

Profilbild von (Coach K)
(Coach K)vor 11 Tagen

Agreed

Profilbild von Dick Johnson Capital
Dick Johnson Capitalvor 11 Tagen

You know you’ve hit rock bottom when you have this grifter on. Wipe his Jizz off your chin.

Profilbild von ₿ustin™️
₿ustin™️vor 11 Tagen

My two favorite 🐐s. 🤌

Profilbild von Lynor ⛓️
Lynor ⛓️vor 11 Tagen

nobody wants to become the next blockbuster

Profilbild von Eric Wallin
Eric Wallinvor 11 Tagen

I'm not even watching this one

Profilbild von Lynn
Lynnvor 11 Tagen

100%

Profilbild von Occo
Occovor 11 Tagen

building the future now

Profilbild von Abdullah Akram
Abdullah Akramvor 11 Tagen

CapEx race intensifies

Profilbild von VincentScott
VincentScottvor 11 Tagen

Yeah, I can see where he’s coming from. In AI, nobody wants to be the company that waited too long.

Profilbild von Mei Yi Xing
Mei Yi Xingvor 11 Tagen

nobody wants to be the board member who skipped the AI arms race

Profilbild von cryptocompikbro
cryptocompikbrovor 11 Tagen

Fear of becoming a Harvard case study is lowkey driving the global economy

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ELON MUSK: "The Macrohard project over time actually will probably be our most important project, because what we're talking about is emulation of entire human companies. So when you look at the most valuable companies in the world, their output is digital, so they don't actually make hardware so it should be possible to completely emulate any company where output is digital and this will usher an age of prosperity. This is a big deal and this is why the words Macrohard is painted on the roof of the training cluster, because that's what it's going to build."
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🚨 She absolutely nails it! “I will remind you that evangelicals donate the most money to charity every year, that we volunteer the most service hours, that we adopt the most children out of foster care. And so when you say that evangelicals are a cancer, you are saying that the most generous, charitable people in this country are cancerous. What you're actually saying is that this group is cancerous because you don't like our politics. We are also the most conservative group in the country, and you don't like that we don't outsource our compassion to the government like you do.”
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🚨 She absolutely nails it! “I will remind you that evangelicals donate the most money to charity every year, that we volunteer the most service hours, that we adopt the most children out of foster care. And so when you say that evangelicals are a cancer, you are saying that the most generous, charitable people in this country are cancerous. What you're actually saying is that this group is cancerous because you don't like our politics. We are also the most conservative group in the country, and you don't like that we don't outsource our compassion to the government like you do.”

Gunther Eagleman™

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Perplexity CEO Aravind Srinivas on the brutal truth about who actually makes money in AI (and why it's not who you think): Aravind argues that the real value in AI comes from orchestration. He points to products like Codex, Claude Code, and Perplexity Computer: "What is that? It's an orchestration system. It takes a model, pairs it with an agent harness." And what is an agent harness? "The simplest way of describing it is like rules for how the agent loop should run. What are all the skills and sub-agents and connectors and tools it accesses? Without the harness, you don't necessarily capture and convert the intrinsic intelligence in the model into valuable output tokens." This leads to a blunt conclusion about who has a real business in AI, and who doesn't: "If you're literally just a reseller of model tokens, you have no business, because the model will get commoditized. So even if you're a model builder, you don't have a business. As an infra layer, you have some business on serving those output tokens. But as an application layer or model builder, you don't really have a business if you're just a reseller of tokens that come directly out of the model." So where does the value accrue? "You have a business if you know how to take the model, ground it in valuable context, orchestrate it with a really good agent harness, connected to the right set of tools and connectors (whether it's personal connectors or business connectors) and provide the experience to people in one single unified system." Aravind Srinivas then explains Perplexity's specific edge: Beyond orchestrating across tools, files, and connectors, they also orchestrate across models. "That is the differentiation that Anthropic and OpenAI cannot claim, because you wouldn't find GPT-5 inside the Claude Code harness. You wouldn't find Claude Opus inside the Codex harness. These are competing with each other. Whereas you would find both these models inside Perplexity Computer." Why does this matter? Because it all comes down to power. In Aravind's framing, the fundamental cost driver in AI is watts (the one input nobody can subsidize except the government). "Whoever provides the most valuable output tokens with the least amount of power expended to produce them generates the greatest value to the end user, has the most pricing power, has the most value. That is the orchestration problem to solve." His conclusion: "The one single most important metric in AI is token value per watt per user."

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Steven Bartlett

38,972 Aufrufe • vor 2 Jahren

OpenAI does not want to become the application layer of AI; it wants to be the platform that other application companies build on. "I think we should be more of a platform company than a product company. We will build products, of course. What I think most people want is a sort of single interface to their own personal, or their company's, AGI that can kind of help them with whatever they need, and then the ability, with an API, to build anything they want on top of it. That is the platform that we should offer to the world. We're going to sell great AI at every point on the cost-performance curve. We will be the best. You want really high-end AI to discover science? That's great. You want really inexpensive AI to do a massive amount of work that maybe doesn't require genius-level intelligence? We've got you covered there too." - Sam Altman on David Senra podcast (full video in the quoted tweet)
1:28

OpenAI does not want to become the application layer of AI; it wants to be the platform that other application companies build on. "I think we should be more of a platform company than a product company. We will build products, of course. What I think most people want is a sort of single interface to their own personal, or their company's, AGI that can kind of help them with whatever they need, and then the ability, with an API, to build anything they want on top of it. That is the platform that we should offer to the world. We're going to sell great AI at every point on the cost-performance curve. We will be the best. You want really high-end AI to discover science? That's great. You want really inexpensive AI to do a massive amount of work that maybe doesn't require genius-level intelligence? We've got you covered there too." - Sam Altman on David Senra podcast (full video in the quoted tweet)

Rohan Paul

25,077 Aufrufe • vor 21 Tagen

Today is Tesla 2nd Qtr Financial Results day and CAPEX along with cash flow and cash balance might be the story you will hear the most about … and for good reason. The company is building all of the infrastructure needed to be able to offer AI, humanoid robots, advanced AI chips, AI training & compute and much more … most of which everyone will be talking about in 2028 … and you can see all of this happening today. Check out these views current progress with the new Optimus factory on the north end of Giga Texas today!
2:32

Today is Tesla 2nd Qtr Financial Results day and CAPEX along with cash flow and cash balance might be the story you will hear the most about … and for good reason. The company is building all of the infrastructure needed to be able to offer AI, humanoid robots, advanced AI chips, AI training & compute and much more … most of which everyone will be talking about in 2028 … and you can see all of this happening today. Check out these views current progress with the new Optimus factory on the north end of Giga Texas today!

Joe Tegtmeyer 🚀 🤠🛸😎

59,744 Aufrufe • vor 1 Monat

Peter Thiel: "Competition is for losers" "Competition is for losers, which got people's attention, because we normally believe the opposite. We believe that the losers are the people who don't compete intensely enough. You're a loser if you're not competitive. But what if you're a loser because you're too obsessed with competing? If you're too focused on competing, maybe you're losing sight of what's really important." Thiel explains the distinction most people miss: "The most important distinction in business that people don't talk about enough is that there are two kinds of companies in this world. There are companies that are competitive, and there are companies that have monopolies. If you're a one-of-a-kind company, a happy company that's doing something different, you are a monopoly. It is the goal of every founder, every entrepreneur, it should be their goal to try to build a monopoly business." He frames this as an unconventional truth: "Most people believe that capitalism and competition are synonyms. I believe capitalism and competition are antonyms. A capitalist is someone who's in the business of accumulating capital. A world of perfect competition is a world where all the profits are competed away."
1:20

Peter Thiel: "Competition is for losers" "Competition is for losers, which got people's attention, because we normally believe the opposite. We believe that the losers are the people who don't compete intensely enough. You're a loser if you're not competitive. But what if you're a loser because you're too obsessed with competing? If you're too focused on competing, maybe you're losing sight of what's really important." Thiel explains the distinction most people miss: "The most important distinction in business that people don't talk about enough is that there are two kinds of companies in this world. There are companies that are competitive, and there are companies that have monopolies. If you're a one-of-a-kind company, a happy company that's doing something different, you are a monopoly. It is the goal of every founder, every entrepreneur, it should be their goal to try to build a monopoly business." He frames this as an unconventional truth: "Most people believe that capitalism and competition are synonyms. I believe capitalism and competition are antonyms. A capitalist is someone who's in the business of accumulating capital. A world of perfect competition is a world where all the profits are competed away."

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55,406 Aufrufe • vor 5 Monaten

"I think we're at a point where you absolutely can be a one-person company. And it's joyful." Here's Ryan explaining why he went from CEO with 100 employees to a solo founder building with AI: "You don't have to build a very big business to have an amazing life. You cash flow, you build wealth, and the thing is—you control your time. People don't understand the value of controlling your time." 📌 Watch Ryan explain how anyone can build production apps with AI using his 3-file system:
1:10

"I think we're at a point where you absolutely can be a one-person company. And it's joyful." Here's Ryan explaining why he went from CEO with 100 employees to a solo founder building with AI: "You don't have to build a very big business to have an amazing life. You cash flow, you build wealth, and the thing is—you control your time. People don't understand the value of controlling your time." 📌 Watch Ryan explain how anyone can build production apps with AI using his 3-file system:

Peter Yang

89,248 Aufrufe • vor 11 Monaten

If you want to be a successful entrepreneur, start by proving people outside your friends and family are willing to pay for your product. Focus on generating revenue, because without sales, nothing else matters. Every day, identify the three most important things that move your business forward and don’t let distractions get in the way. Most importantly, value execution over vision. Great ideas are everywhere, but the entrepreneurs and employees who consistently get things done are the ones who build lasting businesses.
2:30

If you want to be a successful entrepreneur, start by proving people outside your friends and family are willing to pay for your product. Focus on generating revenue, because without sales, nothing else matters. Every day, identify the three most important things that move your business forward and don’t let distractions get in the way. Most importantly, value execution over vision. Great ideas are everywhere, but the entrepreneurs and employees who consistently get things done are the ones who build lasting businesses.

Kevin O'Leary aka Mr. Wonderful

27,257 Aufrufe • vor 2 Monaten

call me crazy but the first AI agent most companies should build is an autonomous analyst. you can build one using Kimi K3. it watches your competitors while you sleep, remembers every move, and wakes your team with the launches, pricing changes, and positioning shifts they need to act on. don't bookmark this if it crosses your timeline. paste the full article into Kimi and tell it to build the first version for your market.
0:43

call me crazy but the first AI agent most companies should build is an autonomous analyst. you can build one using Kimi K3. it watches your competitors while you sleep, remembers every move, and wakes your team with the launches, pricing changes, and positioning shifts they need to act on. don't bookmark this if it crosses your timeline. paste the full article into Kimi and tell it to build the first version for your market.

J.B.

1,078,890 Aufrufe • vor 26 Tagen

Parents and kids!!! Please commit to schools where your actually wanted and where you will be pushed to be better. Not where the most NIL is or where the biggest and most prestigious school is!! You will make it harder on yourselves in the long run!! If u like that and stay the journey you will be found!!!
3:04

Parents and kids!!! Please commit to schools where your actually wanted and where you will be pushed to be better. Not where the most NIL is or where the biggest and most prestigious school is!! You will make it harder on yourselves in the long run!! If u like that and stay the journey you will be found!!!

Austin Rivers

126,997 Aufrufe • vor 1 Jahr