Get live statistics and analysis of M.S's profile on X / Twitter
(views are my own, RT/likes doesn't equal endorsement)
744following655followers
The Curator
M.S is a savvy curator of the digital world, sharing a mix of personal observations and carefully selected retweets that spark thought without pushing personal endorsement. Their online presence is all about bringing interesting, sometimes humorous content to their followers without diving headfirst into debates or controversies. With a moderate tweet frequency, they’re the silent observer who prefers signal over noise.
M.S's Twitter feed is like a museum gift shop — packed with cool stuff you didn’t know you wanted, but half the time you’re not sure if they actually made any of it or just took all the credit for someone else’s genius.
To provide a well-rounded, curated glimpse of technology, culture, and wit, helping followers stay informed and entertained without the overload of personal bias.
Values authenticity and transparency, as evidenced by the clear disclaimer that views are their own and RTs/likes don't imply endorsement. Believes in the power of sharing diverse perspectives while maintaining personal boundaries.
Exceptional at spotting and amplifying timely, relevant content that resonates widely across audiences, without inflating their personal opinions. Their ability to remain neutral yet engaging makes them a trusted digital curator.
A tendency to retreat into retweeting rather than creating original content limits deeper connection and personal branding opportunities, which could hamper follower growth and interaction.
To grow their audience on X, M.S should sprinkle in more original content with personal insights to complement their impressive retweet game. Engaging directly with followers through replies and small discussions will also boost visibility and deepen their community impact.
Despite a relatively low engagement on personal tweets, their retweets have garnered massive reach, often spreading viral content with millions of views and thousands of retweets.
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OAI Foundation board and msft probably both more cautious of anything with disruption impacts (especially against msft products).","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1983252518114120038","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"startTime":1761696000000,"endTime":1761782400000,"tweets":[]},{"label":"2025-10-31","value":1,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[10,58],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319558110827040768","name":"Tsla Chan","screen_name":"Tslachan","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"Tslachan","lang":"en","retweeted":false,"fact_check":null,"id":"1983897782248419731","view_count":8379,"bookmark_count":0,"created_at":1761833064000,"favorite_count":28,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983851896617234816","full_text":"@Tslachan Circular drinking, as well as circular revenue?!","in_reply_to_user_id_str":"1319558110827040768","in_reply_to_status_id_str":"1983851896617234816","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":2,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[11,153],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1678474814586232833","name":"SaraLee","screen_name":"SarAEsQMd","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"SarAEsQMd","lang":"en","retweeted":false,"fact_check":null,"id":"1984066878218891535","view_count":1538,"bookmark_count":0,"created_at":1761873380000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983919711005167854","full_text":"@SarAEsQMd Did his PR team feel like they needed to make his PR image relatable rather than too techy? 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Also few has Macs in the first place.","in_reply_to_user_id_str":"3225505590","in_reply_to_status_id_str":"1984172802006462964","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"sama","lang":"en","retweeted":false,"fact_check":null,"id":"1984208536214372519","view_count":116,"bookmark_count":0,"created_at":1761907154000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984023663642087831","full_text":"@sama So he's had the car in reservation all this time, Inc when legal stuff was playing out vs Musk. Sounds strange for someone with such curated online persona that Musk still lives in sama' head rent free.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984023663642087831","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"243013409","name":"Sawyer Merritt","screen_name":"SawyerMerritt","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SawyerMerritt","lang":"en","retweeted":false,"fact_check":null,"id":"1984345679137829154","view_count":2625,"bookmark_count":0,"created_at":1761939851000,"favorite_count":12,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"351284352","conversation_id_str":"1984344898242498942","full_text":"@SawyerMerritt The whole production of \"other models\" was only 5600 or so last quarter right? So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. Top 3-10 volume customers drives or kills your business if you're a chip company once supplies becomes saturated. \n\nAtm supply hasn't caught up fully, but there WILL be incremental Nvidia generation that even hyperscalers skip. E.g. when the gain becomes stagnant / single digits % per watt, like it did Intel.\n\nThe hype will die down and older gen will get commoditised quickly, right?","in_reply_to_user_id_str":"4765100357","in_reply_to_status_id_str":"1984588629570724146","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":1,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[20,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16861509","name":"Ram Ahluwalia CFA, Lumida","screen_name":"ramahluwalia","indices":[0,13]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[14,19]}]},"favorited":false,"in_reply_to_screen_name":"ramahluwalia","lang":"en","retweeted":false,"fact_check":null,"id":"1984799561550807527","view_count":710,"bookmark_count":0,"created_at":1762048065000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984653058144350653","full_text":"@ramahluwalia @sama WeWork 2.0, heavy spends, except faster depreciation on the asset (GPU) vs properties (overpaying lease / upfront).","in_reply_to_user_id_str":"16861509","in_reply_to_status_id_str":"1984653058144350653","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2435","name":"Blake Scholl 🛫","screen_name":"bscholl","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"bscholl","lang":"en","retweeted":false,"fact_check":null,"id":"1984955898243035258","view_count":53,"bookmark_count":0,"created_at":1762085339000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984759749188207079","full_text":"Year, that's the classic technique that puzzles imo - it's often used by bill gates / buffet to narrative control, where they would revert to attributing success to... being born in the US when they did (buffet) / been at that school with a computer (gates). \n\nRarely it's mentioned that they were pretty superlative (or downright ruthless) at the journey. Trying to comes across as humble but also genuinely feels like lottery, rather than work based reality.","in_reply_to_user_id_str":"2435","in_reply_to_status_id_str":"1984759749188207079","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"340387261","name":"Gavin Baker","screen_name":"GavinSBaker","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"GavinSBaker","lang":"en","retweeted":false,"fact_check":null,"id":"1985110874428740087","view_count":708,"bookmark_count":0,"created_at":1762122288000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"351284352","conversation_id_str":"1985090793502077180","full_text":"@GavinSBaker After their IPOs, curious if their shares either decouple from actual present day performance - in the P/E price to earning (like Tesla and Palantir, etc, which are valued with future projects in mind), or get heavily shorted.","in_reply_to_user_id_str":"340387261","in_reply_to_status_id_str":"1985090793502077180","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":1,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[15,238],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1985818680417042927","view_count":85,"bookmark_count":0,"created_at":1762291042000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985806068388442469","full_text":"@TheAhmadOsman 6x - 12x the solar energy (always sunny vs 2-4 hours sun on the surface of the earth) and 37% more intensity up there (vs earth surface). Can see why they'd like it. Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. Different performance and different thermal performance. Wouldn't really want to get the Samsung version tbh based on the perception they're half a year behind TSMC at least.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":0,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[21,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"893431","name":"Mukund Mohan","screen_name":"mukund","indices":[0,7]},{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[8,20]}]},"favorited":false,"in_reply_to_screen_name":"mukund","lang":"en","retweeted":false,"fact_check":null,"id":"1985994274278932918","view_count":806,"bookmark_count":0,"created_at":1762332907000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985858805859799503","full_text":"@mukund @AnthropicAI Would the hospital in time, not do the same to be impenetrable via AI when it comes to defending the charges it's line item naming in the future? Would be bad to be on the receiving end for.","in_reply_to_user_id_str":"893431","in_reply_to_status_id_str":"1985858805859799503","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,180],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1986173206927986841","view_count":315,"bookmark_count":0,"created_at":1762375568000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986164642398543898","full_text":"@AravSrinivas I mean you guys are spending enough on the Ferrari/Ham sponsorship that either scanerio is possible when it comes to Ham's marketing access. Personally think it's AI.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1986164642398543898","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,165],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"12497","name":"Simon Willison","screen_name":"simonw","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"simonw","lang":"en","retweeted":false,"fact_check":null,"id":"1986014510633648180","view_count":144,"bookmark_count":0,"created_at":1762337732000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985853163208081446","full_text":"@simonw Similar experience here, deep research feels a bit chunky and needs precise direction. Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":2,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. Pharm has endless alternatives model providers, whereas OAI doesn't.","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18856867","name":"zerohedge","screen_name":"zerohedge","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"zerohedge","lang":"en","retweeted":false,"fact_check":null,"id":"1986494328265719855","view_count":94,"bookmark_count":0,"created_at":1762452129000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986478283358147066","full_text":"@zerohedge Great. \nOAI did the Icarus thing. \nWH shuts the door on its face.","in_reply_to_user_id_str":"18856867","in_reply_to_status_id_str":"1986478283358147066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,122],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986448045672685610","view_count":142,"bookmark_count":0,"created_at":1762441095000,"favorite_count":0,"quote_count":1,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986383867482112506","full_text":"@Jason So basically the optimal play is to only support a lab until they get to 20% or so market share then diversity out?","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":0,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[13,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986586175709040915","view_count":101,"bookmark_count":0,"created_at":1762474027000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986580388391919749","full_text":"@pmddomingos Sama probably thinking: a quadrillion?amateurs. more like 7 quadrillion","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986580388391919749","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[15,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1987848930890219998","view_count":46,"bookmark_count":0,"created_at":1762775092000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987735335258800214","full_text":"@TheAhmadOsman Can genuinely believe that's what you'd shout about authentically in that position tbh. Impressive.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1987735335258800214","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1987943553956258093","view_count":699,"bookmark_count":0,"created_at":1762797652000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987927113253667094","full_text":"@unusual_whales Bullish on NVIDIA because this means meta and others potentially have to buy more.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1987927113253667094","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":0,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[16,217],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1096436452576047104","name":"Shay Boloor","screen_name":"StockSavvyShay","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"StockSavvyShay","lang":"en","retweeted":false,"fact_check":null,"id":"1988047393934503992","view_count":52,"bookmark_count":0,"created_at":1762822409000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987992448967274640","full_text":"@StockSavvyShay Impressive they have a backlog of $55.6B yet makes a negative earning per share. 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Though no better, or slight regression in 4 out of 9 tests.","in_reply_to_user_id_str":"1565897247115644930","in_reply_to_status_id_str":"1989044298940047386","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":0,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[12,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1989163529623204316","view_count":83,"bookmark_count":0,"created_at":1763088516000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1989140772890014086","full_text":"@Yuchenj_UW When social feels like work / slack, imo it's gonna be a uphill. It's like it's Pinterest launched a social channel.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1989140772890014086","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1233216503626924033","name":"Igor Babuschkin","screen_name":"ibab","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"ibab","lang":"en","retweeted":false,"fact_check":null,"id":"1989292178145747152","view_count":29,"bookmark_count":0,"created_at":1763119189000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1989218145773764733","full_text":"Actually have to remove 'em dashes manually, despite custom instructions already; also have to say \"sound like human\" and revert to 4o for language tuning. 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Unless you're the de facto one, it's this stat oversimplifies it.","in_reply_to_user_id_str":"23511272","in_reply_to_status_id_str":"1989351207526342722","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]}],"nbookmarks":[{"label":"2025-10-17","value":3,"startTime":1760572800000,"endTime":1760659200000,"tweets":[{"bookmarked":false,"display_text_range":[9,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"9462782","name":"Deva Hazarika","screen_name":"devahaz","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"devahaz","lang":"en","retweeted":false,"fact_check":null,"id":"1978942507657408536","view_count":5271,"bookmark_count":3,"created_at":1760651635000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1978883377349414959","full_text":"Much of YouTube's content has higher production value compared to posts on X - video vs text (think car reviews, video takes way longer to edit). Just like it often lags X on news due to slow production cycle. \n\nOn YouTube, too frequent posting gets you penalised in the algo, and big creators face higher production costs. It's harder to confer sustained value on a mostly text, semi-anonymous platform.\n\nIn a truly efficient information system (e.g. X), no single node would continuously add that much value (will be instantly arbitraged away anyway). \n\nProblem with current system is if the metric is just volume of output/ impression, not quality, you'll end up with more noise and less signal. 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Only logical. However in these, I always click on \"view in chrome\" or similar asap to avoid the app crashing and losing the site. Imo browsing uninterrupted in browser is far superior vs these \" Inbetween\" layers - which you never know if works or not (especially as soon as the password manager/login is required on the target page). It's basically backdooring a browser code into X app, isn't it.","in_reply_to_user_id_str":"6419982","in_reply_to_status_id_str":"1980001598047760443","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-21","value":0,"startTime":1760918400000,"endTime":1761004800000,"tweets":[]},{"label":"2025-10-22","value":0,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[10,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1717671858521194496","name":"signüll","screen_name":"signulll","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"signulll","lang":"en","retweeted":false,"fact_check":null,"id":"1980727623899603120","view_count":1035,"bookmark_count":0,"created_at":1761077240000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1980710340796010745","full_text":"If fb, MSFT, Firefox could have done it, they would. It's not a easy route, Google's site was the gateway. Now OAI tries to be with atlas. Imo I'm curious if people warm up to ChatGPT (next gen vibe glued onto current browser via chromium) or Google Chrome with Gemini integration faster. Instinct says the former. \n\nChatGPT has brand equity, that's why they can probably take a look. Moving browser isn't easy. This probably forces Google to speed up Gemini integration into Chrome. Google will be happy thay they don't get forced to sell off the Chrome asset though, e.g. to OAI.","in_reply_to_user_id_str":"1717671858521194496","in_reply_to_status_id_str":"1980710340796010745","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,295],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1106005810155380736","name":"Joseph Carlson","screen_name":"joecarlsonshow","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"joecarlsonshow","lang":"en","retweeted":false,"fact_check":null,"id":"1980729597244129384","view_count":1697,"bookmark_count":0,"created_at":1761077710000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1980687826212868303","full_text":"Can I just say, in Chrome, I only expect it to behave like normal Chrome. I haven’t tested the Gemini integration (even though I’m on the paid advanced tier), and honestly, I don’t expect it to go beyond the usual browser functions, so I won’t bother trying. I hardly restart the thing to let it update neither. \n\nIn my view, when OpenAI launches its own browser, people will expect intelligent AI capability as the default experience, that’s a major difference and a big anchor point in how it’ll be judged.\n\nHave downloaded Perplexity on Sunday. Opened it only once in total. The closed it. \n\nImo the big/stretegic value unlock is ChatGPT needs people to credentialise the browser logins/permissions, so they can do the agent stuff - to compensate for how the early OAI agent back in May basically flopped without that layer. 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Sounds strange for someone with such curated online persona that Musk still lives in sama' head rent free.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984023663642087831","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"243013409","name":"Sawyer Merritt","screen_name":"SawyerMerritt","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SawyerMerritt","lang":"en","retweeted":false,"fact_check":null,"id":"1984345679137829154","view_count":2625,"bookmark_count":0,"created_at":1761939851000,"favorite_count":12,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"351284352","conversation_id_str":"1984344898242498942","full_text":"@SawyerMerritt The whole production of \"other models\" was only 5600 or so last quarter right? So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. 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Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. 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Wouldn't really want to get the Samsung version tbh based on the perception they're half a year behind TSMC at least.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":0,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[21,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"893431","name":"Mukund Mohan","screen_name":"mukund","indices":[0,7]},{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[8,20]}]},"favorited":false,"in_reply_to_screen_name":"mukund","lang":"en","retweeted":false,"fact_check":null,"id":"1985994274278932918","view_count":806,"bookmark_count":0,"created_at":1762332907000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985858805859799503","full_text":"@mukund @AnthropicAI Would the hospital in time, not do the same to be impenetrable via AI when it comes to defending the charges it's line item naming in the future? 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Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":1,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. Pharm has endless alternatives model providers, whereas OAI doesn't.","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18856867","name":"zerohedge","screen_name":"zerohedge","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"zerohedge","lang":"en","retweeted":false,"fact_check":null,"id":"1986494328265719855","view_count":94,"bookmark_count":0,"created_at":1762452129000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986478283358147066","full_text":"@zerohedge Great. \nOAI did the Icarus thing. \nWH shuts the door on its face.","in_reply_to_user_id_str":"18856867","in_reply_to_status_id_str":"1986478283358147066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,122],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986448045672685610","view_count":142,"bookmark_count":0,"created_at":1762441095000,"favorite_count":0,"quote_count":1,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986383867482112506","full_text":"@Jason So basically the optimal play is to only support a lab until they get to 20% or so market share then diversity out?","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":0,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[13,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986586175709040915","view_count":101,"bookmark_count":0,"created_at":1762474027000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986580388391919749","full_text":"@pmddomingos Sama probably thinking: a quadrillion?amateurs. more like 7 quadrillion","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986580388391919749","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[15,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1987848930890219998","view_count":46,"bookmark_count":0,"created_at":1762775092000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987735335258800214","full_text":"@TheAhmadOsman Can genuinely believe that's what you'd shout about authentically in that position tbh. 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OAI Foundation board and msft probably both more cautious of anything with disruption impacts (especially against msft products).","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1983252518114120038","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"startTime":1761696000000,"endTime":1761782400000,"tweets":[]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[10,58],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319558110827040768","name":"Tsla Chan","screen_name":"Tslachan","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"Tslachan","lang":"en","retweeted":false,"fact_check":null,"id":"1983897782248419731","view_count":8379,"bookmark_count":0,"created_at":1761833064000,"favorite_count":28,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983851896617234816","full_text":"@Tslachan Circular drinking, as well as circular revenue?!","in_reply_to_user_id_str":"1319558110827040768","in_reply_to_status_id_str":"1983851896617234816","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":1,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[11,153],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1678474814586232833","name":"SaraLee","screen_name":"SarAEsQMd","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"SarAEsQMd","lang":"en","retweeted":false,"fact_check":null,"id":"1984066878218891535","view_count":1538,"bookmark_count":0,"created_at":1761873380000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983919711005167854","full_text":"@SarAEsQMd Did his PR team feel like they needed to make his PR image relatable rather than too techy? Chicken and beer has pretty clear cut-through tbh.","in_reply_to_user_id_str":"1678474814586232833","in_reply_to_status_id_str":"1983919711005167854","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,203],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3225505590","name":"Pauline Cx","screen_name":"Pauline_Cx","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Pauline_Cx","lang":"en","retweeted":false,"fact_check":null,"id":"1984206942408204357","view_count":31,"bookmark_count":0,"created_at":1761906774000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984172802006462964","full_text":"@Pauline_Cx Seen friend using it on a Mac. Installed and never used again. The bar for browser switching is surprisingly high imo, so it's already swimming upstream. Also few has Macs in the first place.","in_reply_to_user_id_str":"3225505590","in_reply_to_status_id_str":"1984172802006462964","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"sama","lang":"en","retweeted":false,"fact_check":null,"id":"1984208536214372519","view_count":116,"bookmark_count":0,"created_at":1761907154000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984023663642087831","full_text":"@sama So he's had the car in reservation all this time, Inc when legal stuff was playing out vs Musk. Sounds strange for someone with such curated online persona that Musk still lives in sama' head rent free.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984023663642087831","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"243013409","name":"Sawyer Merritt","screen_name":"SawyerMerritt","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SawyerMerritt","lang":"en","retweeted":false,"fact_check":null,"id":"1984345679137829154","view_count":2625,"bookmark_count":0,"created_at":1761939851000,"favorite_count":12,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"351284352","conversation_id_str":"1984344898242498942","full_text":"@SawyerMerritt The whole production of \"other models\" was only 5600 or so last quarter right? So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. Top 3-10 volume customers drives or kills your business if you're a chip company once supplies becomes saturated. \n\nAtm supply hasn't caught up fully, but there WILL be incremental Nvidia generation that even hyperscalers skip. E.g. when the gain becomes stagnant / single digits % per watt, like it did Intel.\n\nThe hype will die down and older gen will get commoditised quickly, right?","in_reply_to_user_id_str":"4765100357","in_reply_to_status_id_str":"1984588629570724146","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":2,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[20,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16861509","name":"Ram Ahluwalia CFA, Lumida","screen_name":"ramahluwalia","indices":[0,13]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[14,19]}]},"favorited":false,"in_reply_to_screen_name":"ramahluwalia","lang":"en","retweeted":false,"fact_check":null,"id":"1984799561550807527","view_count":710,"bookmark_count":0,"created_at":1762048065000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984653058144350653","full_text":"@ramahluwalia @sama WeWork 2.0, heavy spends, except faster depreciation on the asset (GPU) vs properties (overpaying lease / upfront).","in_reply_to_user_id_str":"16861509","in_reply_to_status_id_str":"1984653058144350653","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2435","name":"Blake Scholl 🛫","screen_name":"bscholl","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"bscholl","lang":"en","retweeted":false,"fact_check":null,"id":"1984955898243035258","view_count":53,"bookmark_count":0,"created_at":1762085339000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984759749188207079","full_text":"Year, that's the classic technique that puzzles imo - it's often used by bill gates / buffet to narrative control, where they would revert to attributing success to... being born in the US when they did (buffet) / been at that school with a computer (gates). \n\nRarely it's mentioned that they were pretty superlative (or downright ruthless) at the journey. 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Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. 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Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":0,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. Pharm has endless alternatives model providers, whereas OAI doesn't.","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18856867","name":"zerohedge","screen_name":"zerohedge","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"zerohedge","lang":"en","retweeted":false,"fact_check":null,"id":"1986494328265719855","view_count":94,"bookmark_count":0,"created_at":1762452129000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986478283358147066","full_text":"@zerohedge Great. \nOAI did the Icarus thing. \nWH shuts the door on its face.","in_reply_to_user_id_str":"18856867","in_reply_to_status_id_str":"1986478283358147066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,122],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986448045672685610","view_count":142,"bookmark_count":0,"created_at":1762441095000,"favorite_count":0,"quote_count":1,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986383867482112506","full_text":"@Jason So basically the optimal play is to only support a lab until they get to 20% or so market share then diversity out?","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":0,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[13,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986586175709040915","view_count":101,"bookmark_count":0,"created_at":1762474027000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986580388391919749","full_text":"@pmddomingos Sama probably thinking: a quadrillion?amateurs. more like 7 quadrillion","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986580388391919749","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[15,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1987848930890219998","view_count":46,"bookmark_count":0,"created_at":1762775092000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987735335258800214","full_text":"@TheAhmadOsman Can genuinely believe that's what you'd shout about authentically in that position tbh. Impressive.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1987735335258800214","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1987943553956258093","view_count":699,"bookmark_count":0,"created_at":1762797652000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987927113253667094","full_text":"@unusual_whales Bullish on NVIDIA because this means meta and others potentially have to buy more.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1987927113253667094","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":0,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[16,217],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1096436452576047104","name":"Shay Boloor","screen_name":"StockSavvyShay","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"StockSavvyShay","lang":"en","retweeted":false,"fact_check":null,"id":"1988047393934503992","view_count":52,"bookmark_count":0,"created_at":1762822409000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987992448967274640","full_text":"@StockSavvyShay Impressive they have a backlog of $55.6B yet makes a negative earning per share. 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Though no better, or slight regression in 4 out of 9 tests.","in_reply_to_user_id_str":"1565897247115644930","in_reply_to_status_id_str":"1989044298940047386","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":0,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[12,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1989163529623204316","view_count":83,"bookmark_count":0,"created_at":1763088516000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1989140772890014086","full_text":"@Yuchenj_UW When social feels like work / slack, imo it's gonna be a uphill. 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OAI Foundation board and msft probably both more cautious of anything with disruption impacts (especially against msft products).","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1983252518114120038","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"startTime":1761696000000,"endTime":1761782400000,"tweets":[]},{"label":"2025-10-31","value":28,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[10,58],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319558110827040768","name":"Tsla Chan","screen_name":"Tslachan","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"Tslachan","lang":"en","retweeted":false,"fact_check":null,"id":"1983897782248419731","view_count":8379,"bookmark_count":0,"created_at":1761833064000,"favorite_count":28,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983851896617234816","full_text":"@Tslachan Circular drinking, as well as circular revenue?!","in_reply_to_user_id_str":"1319558110827040768","in_reply_to_status_id_str":"1983851896617234816","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":12,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[11,153],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1678474814586232833","name":"SaraLee","screen_name":"SarAEsQMd","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"SarAEsQMd","lang":"en","retweeted":false,"fact_check":null,"id":"1984066878218891535","view_count":1538,"bookmark_count":0,"created_at":1761873380000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983919711005167854","full_text":"@SarAEsQMd Did his PR team feel like they needed to make his PR image relatable rather than too techy? 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So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":4,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. 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Can see why they'd like it. Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. 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Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":4,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. Pharm has endless alternatives model providers, whereas OAI doesn't.","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18856867","name":"zerohedge","screen_name":"zerohedge","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"zerohedge","lang":"en","retweeted":false,"fact_check":null,"id":"1986494328265719855","view_count":94,"bookmark_count":0,"created_at":1762452129000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986478283358147066","full_text":"@zerohedge Great. \nOAI did the Icarus thing. \nWH shuts the door on its face.","in_reply_to_user_id_str":"18856867","in_reply_to_status_id_str":"1986478283358147066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,122],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986448045672685610","view_count":142,"bookmark_count":0,"created_at":1762441095000,"favorite_count":0,"quote_count":1,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986383867482112506","full_text":"@Jason So basically the optimal play is to only support a lab until they get to 20% or so market share then diversity out?","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":2,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[13,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986586175709040915","view_count":101,"bookmark_count":0,"created_at":1762474027000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986580388391919749","full_text":"@pmddomingos Sama probably thinking: a quadrillion?amateurs. more like 7 quadrillion","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986580388391919749","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":16,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[15,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1987848930890219998","view_count":46,"bookmark_count":0,"created_at":1762775092000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987735335258800214","full_text":"@TheAhmadOsman Can genuinely believe that's what you'd shout about authentically in that position tbh. Impressive.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1987735335258800214","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1987943553956258093","view_count":699,"bookmark_count":0,"created_at":1762797652000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987927113253667094","full_text":"@unusual_whales Bullish on NVIDIA because this means meta and others potentially have to buy more.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1987927113253667094","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":0,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[16,217],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1096436452576047104","name":"Shay Boloor","screen_name":"StockSavvyShay","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"StockSavvyShay","lang":"en","retweeted":false,"fact_check":null,"id":"1988047393934503992","view_count":52,"bookmark_count":0,"created_at":1762822409000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987992448967274640","full_text":"@StockSavvyShay Impressive they have a backlog of $55.6B yet makes a negative earning per share. 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Only logical. However in these, I always click on \"view in chrome\" or similar asap to avoid the app crashing and losing the site. Imo browsing uninterrupted in browser is far superior vs these \" Inbetween\" layers - which you never know if works or not (especially as soon as the password manager/login is required on the target page). It's basically backdooring a browser code into X app, isn't it.","in_reply_to_user_id_str":"6419982","in_reply_to_status_id_str":"1980001598047760443","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-21","value":0,"startTime":1760918400000,"endTime":1761004800000,"tweets":[]},{"label":"2025-10-22","value":3353,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[10,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1717671858521194496","name":"signüll","screen_name":"signulll","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"signulll","lang":"en","retweeted":false,"fact_check":null,"id":"1980727623899603120","view_count":1035,"bookmark_count":0,"created_at":1761077240000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1980710340796010745","full_text":"If fb, MSFT, Firefox could have done it, they would. It's not a easy route, Google's site was the gateway. Now OAI tries to be with atlas. Imo I'm curious if people warm up to ChatGPT (next gen vibe glued onto current browser via chromium) or Google Chrome with Gemini integration faster. Instinct says the former. \n\nChatGPT has brand equity, that's why they can probably take a look. Moving browser isn't easy. This probably forces Google to speed up Gemini integration into Chrome. Google will be happy thay they don't get forced to sell off the Chrome asset though, e.g. to OAI.","in_reply_to_user_id_str":"1717671858521194496","in_reply_to_status_id_str":"1980710340796010745","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,295],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1106005810155380736","name":"Joseph Carlson","screen_name":"joecarlsonshow","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"joecarlsonshow","lang":"en","retweeted":false,"fact_check":null,"id":"1980729597244129384","view_count":1697,"bookmark_count":0,"created_at":1761077710000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1980687826212868303","full_text":"Can I just say, in Chrome, I only expect it to behave like normal Chrome. I haven’t tested the Gemini integration (even though I’m on the paid advanced tier), and honestly, I don’t expect it to go beyond the usual browser functions, so I won’t bother trying. I hardly restart the thing to let it update neither. \n\nIn my view, when OpenAI launches its own browser, people will expect intelligent AI capability as the default experience, that’s a major difference and a big anchor point in how it’ll be judged.\n\nHave downloaded Perplexity on Sunday. Opened it only once in total. The closed it. \n\nImo the big/stretegic value unlock is ChatGPT needs people to credentialise the browser logins/permissions, so they can do the agent stuff - to compensate for how the early OAI agent back in May basically flopped without that layer. 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Sounds strange for someone with such curated online persona that Musk still lives in sama' head rent free.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984023663642087831","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"243013409","name":"Sawyer Merritt","screen_name":"SawyerMerritt","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SawyerMerritt","lang":"en","retweeted":false,"fact_check":null,"id":"1984345679137829154","view_count":2625,"bookmark_count":0,"created_at":1761939851000,"favorite_count":12,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"351284352","conversation_id_str":"1984344898242498942","full_text":"@SawyerMerritt The whole production of \"other models\" was only 5600 or so last quarter right? So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":2835,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. 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Can see why they'd like it. Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. 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Wouldn't really want to get the Samsung version tbh based on the perception they're half a year behind TSMC at least.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":1265,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[21,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"893431","name":"Mukund Mohan","screen_name":"mukund","indices":[0,7]},{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[8,20]}]},"favorited":false,"in_reply_to_screen_name":"mukund","lang":"en","retweeted":false,"fact_check":null,"id":"1985994274278932918","view_count":806,"bookmark_count":0,"created_at":1762332907000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985858805859799503","full_text":"@mukund @AnthropicAI Would the hospital in time, not do the same to be impenetrable via AI when it comes to defending the charges it's line item naming in the future? 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Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":3010,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. Pharm has endless alternatives model providers, whereas OAI doesn't.","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18856867","name":"zerohedge","screen_name":"zerohedge","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"zerohedge","lang":"en","retweeted":false,"fact_check":null,"id":"1986494328265719855","view_count":94,"bookmark_count":0,"created_at":1762452129000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986478283358147066","full_text":"@zerohedge Great. \nOAI did the Icarus thing. \nWH shuts the door on its face.","in_reply_to_user_id_str":"18856867","in_reply_to_status_id_str":"1986478283358147066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,122],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986448045672685610","view_count":142,"bookmark_count":0,"created_at":1762441095000,"favorite_count":0,"quote_count":1,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986383867482112506","full_text":"@Jason So basically the optimal play is to only support a lab until they get to 20% or so market share then diversity out?","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":101,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[13,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986586175709040915","view_count":101,"bookmark_count":0,"created_at":1762474027000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986580388391919749","full_text":"@pmddomingos Sama probably thinking: a quadrillion?amateurs. more like 7 quadrillion","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986580388391919749","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":745,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[15,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1987848930890219998","view_count":46,"bookmark_count":0,"created_at":1762775092000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987735335258800214","full_text":"@TheAhmadOsman Can genuinely believe that's what you'd shout about authentically in that position tbh. Impressive.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1987735335258800214","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1987943553956258093","view_count":699,"bookmark_count":0,"created_at":1762797652000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987927113253667094","full_text":"@unusual_whales Bullish on NVIDIA because this means meta and others potentially have to buy more.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1987927113253667094","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":52,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[16,217],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1096436452576047104","name":"Shay Boloor","screen_name":"StockSavvyShay","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"StockSavvyShay","lang":"en","retweeted":false,"fact_check":null,"id":"1988047393934503992","view_count":52,"bookmark_count":0,"created_at":1762822409000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987992448967274640","full_text":"@StockSavvyShay Impressive they have a backlog of $55.6B yet makes a negative earning per share. 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Though no better, or slight regression in 4 out of 9 tests.","in_reply_to_user_id_str":"1565897247115644930","in_reply_to_status_id_str":"1989044298940047386","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":767,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[12,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1989163529623204316","view_count":83,"bookmark_count":0,"created_at":1763088516000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1989140772890014086","full_text":"@Yuchenj_UW When social feels like work / slack, imo it's gonna be a uphill. It's like it's Pinterest launched a social channel.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1989140772890014086","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1233216503626924033","name":"Igor Babuschkin","screen_name":"ibab","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"ibab","lang":"en","retweeted":false,"fact_check":null,"id":"1989292178145747152","view_count":29,"bookmark_count":0,"created_at":1763119189000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1989218145773764733","full_text":"Actually have to remove 'em dashes manually, despite custom instructions already; also have to say \"sound like human\" and revert to 4o for language tuning. 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Use threads to break down complex airdrop processes, and engage more with crypto influencers to increase visibility. Consider scheduling content to maintain consistent posting without burnout."},"created":1763185336466,"type":"the curator","id":"xiaomingmomoda"},{"user":{"id":"1875979744795127809","name":"Zuki","description":"PMF Curator || BS Immunologist","followers_count":2363,"friends_count":1172,"statuses_count":6813,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1979239108930125824/1--5gvz6_normal.jpg","screen_name":"zuki_here","location":"Alphaville","entities":{"description":{"urls":[]}}},"details":{"type":"The Curator","description":"Zuki is a dedicated curator and immunologist who meticulously vets and shares valuable insights on product-market fit and crypto projects. Their tweets reveal a thoughtful analyst's eye focused on liquidity, token economics, and strategic moves in decentralized finance. With over 6,800 tweets, Zuki is deeply embedded in the crypto ecosystem, engaging with nuanced discussions and providing practical advice.","purpose":"Zuki’s life purpose revolves around curating high-quality, actionable information that helps their community make smarter investment and participation decisions, bridging the gap between complex financial products and everyday users. They aim to empower others through clarity and precise assessment of market trends.","beliefs":"Zuki believes in transparency, long-term value creation over short-term hype, and critical examination of market mechanisms like vesting and token rewards. They prioritize substance and real support for liquidity providers over marketing noise, reflecting a value system grounded in integrity and pragmatic optimism.","facts":"Fun fact: Zuki has a strong background in immunology, which may contribute to their detailed and analytical approach to dissecting crypto projects, making their insights as precise as a well-targeted diagnosis!","strength":"Zuki’s strengths lie in deep expertise, thorough research, and clear communication that surfaces critical insights often missed by others. Their ability to spot flawed tokenomics and call out empty hype makes them a trusted guide in the DeFi space.","weakness":"Zuki can sometimes come across as overly critical or pessimistic, especially when highlighting project shortcomings, which might deter more casual followers. Their heavy focus on technical details might also limit broader appeal to a more mainstream audience.","recommendation":"To grow their audience on X, Zuki should balance their analytical depth with more relatable storytelling and periodic highlighting of success stories or beginner-friendly tips. Engaging more with their community through polls, Q&As, or lighter content could humanize their profile and broaden their reach.","roast":"Zuki’s feed is like a scientific paper crossed with a crypto Ted Talk — thorough and insightful but sometimes giving followers the feeling they need a PhD just to keep up. Maybe add a meme or two to remind us that DeFi isn't a final exam?","win":"Zuki’s biggest win is consistently educating and advising their community on nuanced DeFi mechanics, notably exposing the flaws in token vesting schedules and liquidity incentives, helping many avoid costly mistakes."},"created":1763184546554,"type":"the curator","id":"zuki_here"},{"user":{"id":"725497752","name":"Jason","description":"I sometimes share unedited photos of space.\n2D and 3D art, science and the gaming industry.\nAsterix, Tintin and Archie expert.","followers_count":1290,"friends_count":137,"statuses_count":13734,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1886671781865586688/r5rlllxe_normal.jpg","screen_name":"AncientArgonaut","location":"","entities":{"description":{"urls":[]}}},"details":{"type":"The Curator","description":"Jason is a passionate curator of cosmic wonders and nostalgic pop culture gems, blending raw astrophotography with deep dives into classic comics and anime. He bridges the gap between science, art, and storytelling with a personal touch that’s highly authentic and engaging. His eclectic love for space and vintage animation invites followers to explore the universe both literally and imaginatively.","purpose":"Jason’s life purpose is to inspire wonder and curiosity by sharing untouched glimpses of the cosmos alongside cultural treasures, fostering a community that appreciates beauty, knowledge, and nostalgia. Through his unfiltered space photos and storytelling, he teaches respect for nature, history, and the mysteries within and beyond our world.","beliefs":"He values authenticity, curiosity, and the power of storytelling across different mediums—whether a nebula or a mythical creature—believing that raw experiences and shared history connect and educate people deeply. He respects nature, science, and ancient wisdom as foundational pillars of understanding life.","facts":"Fun fact: Jason once captured a stunning Lagoon Nebula shot from his backyard in rural Australia — with zero filters or edits, proving his dedication to authenticity and natural beauty.","strength":"His strengths lie in his consistent engagement (over 13,700 tweets!), authentic raw content, and the ability to weave together diverse interests into a coherent and captivating narrative. His expertise across astronomy, art, and mythology creates unique and valuable content.","weakness":"Jason’s enormous tweet volume might overwhelm his audience or dilute engagement if not focused strategically, and his eclectic content, while fascinating, can sometimes confuse followers about his main theme or niche.","roast":"With 13,734 tweets under his belt, Jason’s basically the human equivalent of that friend who can’t stop talking at a party—except instead of weird stories about high school, it’s deep space and obscure cartoon lore. Talk about oversharing cosmic truths nobody knew they needed, or asked for!","win":"His biggest win is successfully capturing and sharing a breathtaking, completely unedited photo of the Lagoon Nebula from his own backyard, captivating thousands with the raw beauty of space.","recommendation":"To grow his audience on X, Jason should streamline his content by creating themed threads that mix his astrophotography with storytelling about mythical creatures or pop culture icons, encouraging community interaction and sparking discussions that highlight his unique expertise. Using hashtags like #SpaceArt #MythicalMonday and engaging with niche communities will amplify his reach while maintaining focus."},"created":1763184480386,"type":"the curator","id":"ancientargonaut"},{"user":{"id":"68097618","name":"Sukhada","description":"Hi! I tweet about books, movies, culture, feminism, trivia and share looooots of quotes 📚 | MICAn, Work : @WeAreRangDe","followers_count":47908,"friends_count":5235,"statuses_count":235070,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1860253412975079424/qoo7po88_normal.jpg","screen_name":"appadappajappa","location":"Nagpur, India","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"rangde.in","expanded_url":"http://rangde.in","url":"https://t.co/eQUtQgGEBH","indices":[0,23]}]}}},"details":{"type":"The Curator","description":"Sukhada is a passionate cultural curator who shares a rich tapestry of books, movies, trivia, and feminism, sprinkled with endless quotes that captivate and inspire. With an impressive tweet count showing dedication, she creates a lively hub where knowledge and emotion blend seamlessly. Her content resonates widely, perfectly balancing thoughtful insight and heartwarming moments.","purpose":"To enlighten and engage her community by curating diverse cultural narratives and sharing meaningful, thought-provoking content that fosters empathy, awareness, and joy.","beliefs":"She values cultural exploration, inclusivity, feminism, and the power of stories to connect people across different walks of life. Sukhada believes in sharing knowledge generously to build understanding and celebrate the little wonders of the world.","facts":"Fun fact: Having tweeted over 235,000 times, Sukhada practically lives on X, turning every scroll into a journey through fascinating stories and powerful quotes!","strength":"Her incredible consistency and breadth of content allow her to build a rich, engaged community interested in culture and social issues. She has a strong emotional intelligence that helps her share content that resonates deeply and sparks conversation.","weakness":"Such high tweet volume might overwhelm new followers, making it hard for her most impactful content to stand out without strategic amplification. Additionally, balancing curation with original commentary could enhance her unique voice further.","recommendation":"To grow her audience, Sukhada should pin a few of her most viral or unique tweets to her profile for easy access by newcomers, and occasionally blend curated content with original takes or threads to highlight her perspective. Engaging more through replies would also boost visibility and foster deeper community ties.","roast":"Sukhada's tweet count is so high, she might soon break the internet — or at least exhaust her keyboard. At this rate, even her digital footprint could use a coffee break!","win":"Garnering over 140,000 likes and nearly 19,000 retweets on a single tweet is a phenomenal achievement, showcasing her powerful reach and influence within the online culture conversation."},"created":1763183170567,"type":"the curator","id":"appadappajappa"},{"user":{"id":"354209105","name":"_","description":"","followers_count":84,"friends_count":3829,"statuses_count":1861,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1052876332529377280/inMEOFAt_normal.jpg","screen_name":"FUCK_CCTV","location":"日本","entities":{"description":{"urls":[]}}},"details":{"type":"The Curator","description":"This profile is a digital curator, carefully selecting and sharing intriguing content from across the internet, especially in tech and education. With a solid tweeting habit and a knack for retweeting relevant, high-impact posts, they act as a middleman bringing interesting discoveries to their followers. While they may not seek the spotlight, their network-savvy approach keeps their feed diverse and informative.","purpose":"To gather, filter, and share valuable knowledge and resources, making complex topics accessible and engaging to a broader online audience. They aim to be a trusted source for insightful content, providing their community with thoughtful, relevant information.","beliefs":"They believe in the power of information to educate and empower, valuing credible sources and the democratization of knowledge. Sharing is caring, and every interesting insight deserves its moment in the spotlight, contributing to collective learning.","facts":"Fun fact: This curator's most amplified content isn’t their own but comes from strategic retweets that have propelled important discussions, with one retweet amassing over 270k views despite zero likes—sometimes impact doesn’t require fanfare!","strength":"Their keen eye for valuable content and consistent engagement through retweets keeps their feed fresh and authoritative. Their broad following list hints at a vast network, which is great for discovering niche gems and staying current.","weakness":"Reliance on retweets over original content and a high following-to-follower ratio may make them look more like a consumer than a creator, potentially limiting personal brand growth and recognition.","roast":"You’re basically the digital version of that friend who’s 'just borrowing' your Netflix password — great at consuming content, but the only original thing you bring to the table is your ‘liked’ list.","win":"Successfully amplified a high-profile forecast by Gary Marcus that garnered over a quarter million views and hundreds of retweets, boosting their visibility and demonstrating their ability to spread influential ideas.","recommendation":"To grow your audience on X, consider adding more of your own original insights or short commentary to your retweets. This personal touch will help build your unique voice and encourage more direct engagement, transforming followers into fans."},"created":1763181707912,"type":"the curator","id":"fuck_cctv"},{"user":{"id":"1894483065420091392","name":"𝕮𝖍𝖎𝖑𝖑𝖎𝖓","description":"(𝑭𝑨𝑵 𝑨𝑪𝑪𝑶𝑼𝑵𝑻) 𝑵𝒐𝒕 𝒊𝒎𝒑𝒆𝒓𝒔𝒐𝒏𝒂𝒕𝒊𝒏𝒈 𝒂𝒏𝒚𝒐𝒏𝒆 𝗟𝗠𝟭𝟬, 𝗟𝗬𝟭𝟬, 𝗕𝗔𝗥𝗖𝗘𝗟𝗢𝗡𝗔 .","followers_count":6368,"friends_count":1411,"statuses_count":33115,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1938669406210375680/6D4gj66Q_normal.jpg","screen_name":"damzychillin","location":"🇫🇷","entities":{"description":{"urls":[]}}},"details":{"type":"The Curator","description":"𝕮𝖍𝖎𝖑𝖑𝖎𝖓 is a passionate football fan who curates and shares memorable sports moments and trivia with a clear passion for Barcelona and football history. Their profile is a vibrant scrapbook of iconic plays, players, and witty commentary that keeps the football fandom alive and buzzing. With over 33,000 tweets, they truly know how to engage fans through celebration and nostalgia.","purpose":"Their life purpose is to preserve and amplify the magic of football history, building a community that relives great moments and deepens their love for the game. Through sharing these epic highlights and insights, they aim to foster connection, passion, and spirited discussions around football culture.","beliefs":"They value loyalty to football legends and iconic clubs, especially Barcelona, and they believe that football is more than a game—it's a culture and a source of joy that bridges generations. Their belief in the power of storytelling through posts shows in their respect for historic achievements and memorable performances.","facts":"Fun fact: 𝕮𝖍𝖎𝖑𝖑𝖎𝖓 has tweeted over 33,000 times, making their profile a treasure trove of football history and fan moments, from Ballon d'Or threads to unforgettable match comebacks.","strength":"Their strength lies in deep football knowledge combined with a knack for curating and contextualizing legendary moments that resonate widely with fans. Their steady and passionate engagement keeps the football community lively and connected.","weakness":"However, their intense focus on nostalgia and historical content might limit appeal to newer or more casual fans looking for current updates or diverse football perspectives. The sheer volume of tweets may also overwhelm some followers.","recommendation":"To grow their audience on X, 𝕮𝖍𝖎𝖑𝖑𝖎𝖓 should leverage trending match days and recent football events to blend fresh content with their classic deep-dive threads. Using concise video highlights, polls, and fan challenges will increase engagement and attract newer fans.","roast":"At this point, you’ve tweeted so much football history that even Barcelona legends probably ask you for reminders before their own anniversaries. Maybe ease up before you become the official walk-in encyclopedia at the Camp Nou museum!","win":"Their biggest win? A viral Ballon d'Or thread that amassed over 3 million views and tens of thousands of likes, cementing their reputation as a go-to curator for football greatness on X."},"created":1763180842158,"type":"the curator","id":"damzychillin"},{"user":{"id":"2367772075","name":"皮皮鲁","description":"向往。","followers_count":69,"friends_count":943,"statuses_count":979,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1662085221779673088/g2g8TxEv_normal.jpg","screen_name":"Maplestory_9","location":"偷乐之地","entities":{"description":{"urls":[]}}},"details":{"type":"The Curator","description":"皮皮鲁 is a digital wanderer who finds beauty and intrigue in the forgotten corners of the world. With a poetic one-word bio '向往' hinting at longing or aspiration, they share glimpses of abandoned places that tell stories beyond the surface. Their quiet but consistent presence reflects a deep appreciation for history wrapped in visual mystery.","purpose":"To preserve and share the hidden narratives of abandoned spaces, sparking curiosity and emotional connection through visual storytelling.","beliefs":"They believe that overlooked and forgotten places hold valuable stories that deserve attention and appreciation, and that subtle glimpses into the past can inspire reflection and longing for meaning beyond modern chaos.","facts":"Despite a modest engagement, 皮皮鲁 maintains a steady flow of content centered around abandoned sites, showing dedication to curating niche, evocative themes.","strength":"A consistent, focused niche that evokes emotion and curiosity, combined with an understated yet poetic approach that invites followers into contemplative moments.","weakness":"Low engagement and visibility suggest that the curated content may struggle to connect widely without more interactive or community-driven efforts.","roast":"皮皮鲁’s profile is like an abandoned steel mill — quietly standing there, filled with potential stories, but mostly just echoing into the void that is their engagement stats.","win":"Maintaining a near thousand-tweet archive of high-quality, thematic content about abandoned places is a commendable archival achievement in an era of fleeting trends.","recommendation":"Boost engagement by inviting followers to share their own discoveries of forgotten places or by creating storytelling threads that weave deeper narratives about each location, increasing emotional connection and interaction on X."},"created":1763180013882,"type":"the curator","id":"maplestory_9"},{"user":{"id":"21714538","name":"Ben Lang","description":"@cursor_ai team, @nextplayso newsletter","followers_count":75530,"friends_count":500,"statuses_count":27106,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1713995709916012544/GHmSl9EK_normal.jpg","screen_name":"benln","location":"","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"benlang.me","expanded_url":"http://www.benlang.me","url":"https://t.co/8QblCpuxmU","indices":[0,23]}]}}},"details":{"type":"The Curator","description":"Ben Lang is a digital sherpa guiding his audience through the complex terrains of startups, tech, and personal growth with carefully selected wisdom from industry giants. His prolific tweeting and sharp curation reflect a passion for sharing high-value ideas and practical advice. Whether spotlighting insights from Elon Musk or Paul Graham, Ben connects the dots for those hungry to learn and succeed.","purpose":"To empower aspiring entrepreneurs and tech enthusiasts by curating and amplifying priceless knowledge that fuels innovation and personal achievement.","beliefs":"Ben believes in the power of knowledge-sharing as a catalyst for progress and success. He values practical wisdom drawn from experience and champions transparency, growth mindset, and the democratization of high-impact ideas.","facts":"Ben’s 27,106 tweets show relentless dedication to spreading wisdom, and his top tweets have amassed millions of views, proving his knack for spotlighting content that resonates massively.","strength":"Ben’s strength lies in his ability to sift through vast amounts of information and distill it into compelling, shareable nuggets that inspire and educate. His consistent output and focus on high-quality content make him a trusted source in his niche.","weakness":"Over-curation sometimes risks making his profile feel like a one-way information highway—followers might crave more personal or original content rather than just curated gems.","roast":"Ben’s timeline looks like a greatest hits album of other people’s wisdom—if only his original tweets charted as high as the legends he retweets, he’d be the rockstar of X, not just the DJ spinning their classics.","win":"Building a newsletter like @nextplayso and being part of the @cursor_ai team highlights his influential role in blending startup culture with AI innovation, marking him as a key curator at the cutting edge of tech.","recommendation":"To grow his audience further on X, Ben should layer in more personal insights or behind-the-scenes stories related to the curated content. Engaging directly with followers through polls or thoughtful Q&As would also make his profile more interactive and relatable."},"created":1763179611006,"type":"the curator","id":"benln"},{"user":{"id":"2177714396","name":"chaithanya 🐦","description":"Cyber Security Researcher | Dropping my own ideas here","followers_count":1270,"friends_count":1861,"statuses_count":4553,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1978340590346706944/9DjFhS1a_normal.jpg","screen_name":"chai_seccc","location":"India ","entities":{"description":{"urls":[]}}},"details":{"type":"The Curator","description":"Chaithanya is a passionate Cyber Security Researcher who thrives on sharing valuable tech resources and curated knowledge rather than chasing likes. With over 4,553 tweets, mostly retweets of in-depth technical content, they focus on building a library of wisdom for the community. Their feed is a treasure trove for anyone eager to level up in cybersecurity and tech skills.","facts":"Chaithanya retweets valuable content heavily yet has almost zero engagements like likes or replies, spotlighting a selfless dedication to sharing knowledge over personal fame.","purpose":"To empower others by curating and disseminating critical cybersecurity insights and resources, helping tech enthusiasts and professionals grow their expertise.","beliefs":"Believes in the power of collective knowledge and resource sharing, valuing educational generosity and continuous self-improvement over recognition or popularity.","strength":"Exceptional at discovering and sharing quality technical content efficiently to a niche audience, becoming a go-to resource hub in the cybersecurity space.","weakness":"Lack of original content creation and personal engagement might limit deeper audience connection and follower growth.","recommendation":"Integrate more personal insights, original content, or micro thread commentary with retweets to invite conversations and build a more engaged follower base on X.","roast":"Chaithanya’s account is like the ultimate library that never checks out books—tons of knowledge on display but the silence is louder than a firewall on lockdown.","win":"Successfully built a highly curated cybersecurity resource stream that attracts thousands of views on every shared post, proving value beyond visible likes or replies."},"created":1763179344965,"type":"the curator","id":"chai_seccc"},{"user":{"id":"1537711035817218048","name":"Rachit Agarwal","description":"head of global exp @wormhole, host @touchgrass_pod","followers_count":4631,"friends_count":1643,"statuses_count":6673,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1902477021730758656/q9xwp_R9_normal.jpg","screen_name":"rachit","location":"","entities":{"url":{"urls":[{"url":"https://t.co/voObkfqyId","expanded_url":"https://t.me/touchgrass_journal","display_url":"t.me/touchgrass_jou…","indices":[0,23]}]},"description":{"urls":[]}}},"details":{"type":"The Curator","description":"Rachit Agarwal is a savvy data enthusiast and community builder who curates insightful startup and investment information with precision and flair. As Head of Global Expansion at Wormhole and host of the Touch Grass podcast, he leverages his network and analytical mindset to spotlight key trends in venture capital and funding. His content breaks down complex financial clusters into engaging, shareable wisdom.","purpose":"To empower startup founders, investors, and enthusiasts with clear, actionable data that sharpens their decision-making and broadens their market perspective, fostering informed community growth.","beliefs":"Rachit likely values transparency, data-driven insights, and community collaboration, believing that democratizing access to investment knowledge can level the playing field in the startup ecosystem.","facts":"Fun fact: Rachit’s tweet about the '$0 raised club' and '100M+ raised club' indicate a playful approach to serious data, making complex financial stats accessible and fun for his audience.","strength":"His strength lies in curating complex data into visually appealing, digestible content that sparks conversations and shares widely across social media, bolstered by his consistent posting and active engagement.","weakness":"A potential weakness might be over-reliance on data-centric content that could alienate audiences craving more personal storytelling or emotional connection beyond numbers and charts.","recommendation":"To grow on X, Rachit should blend his sharp data insights with personal anecdotes or behind-the-scenes stories from his podcast and professional journey. Engaging in real-time discussions and spotlighting community members could also enhance audience loyalty.","roast":"You’re like the human version of an Excel spreadsheet—unwavering, data-packed, and every tweet screams 'I have my life meticulously sorted, even if I haven’t had time for a coffee break.'","win":"Building a devoted following that consistently engages with deep-dive venture capital insights and leading a popular podcast that bridges global startup conversations."},"created":1763178784976,"type":"the curator","id":"rachit"},{"user":{"id":"1639670428129177600","name":"$ADA MAGAZINE","description":"$ADA Magazine | Spotlighting Web3's bold creators & builders. Multi chain stories that shape culture. Submit yours DM #Web3Magazine","followers_count":1448,"friends_count":927,"statuses_count":59309,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1968347305926422528/8JiapcuG_normal.jpg","screen_name":"ADALINKED","location":"","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"linktr.ee/adalinked","expanded_url":"https://linktr.ee/adalinked","url":"https://t.co/RiyRPtvsUZ","indices":[0,23]}]}}},"details":{"type":"The Curator","description":"$ADA MAGAZINE is the ultimate storyteller and bridge builder in the Web3 space, spotlighting bold creators and builders shaping culture across multiple blockchains. With a deep commitment to uplifting community voices and amplifying quieter innovators, this profile thrives by curating compelling narratives that celebrate the human side of blockchain technology. They don't just report—they create a dynamic ecosystem of recognition and connection.","purpose":"To illuminate, document, and celebrate the vibrant personalities and groundbreaking work within the Web3 world, fostering a more inclusive, informed, and inspired community that drives lasting cultural impact.","beliefs":"They believe in the power of authentic storytelling and community empowerment, valuing transparency, inclusivity, and the celebration of diverse voices. They trust that Web3’s true strength lies in its people and their stories rather than just the technology or hype.","facts":"Fun fact: $ADA MAGAZINE has tweeted over 59,000 times, showing unmatched dedication to chronicling and engaging with the Web3 ecosystem on a granular level!","strength":"Exceptional at community engagement, spotting talent, and amplifying underrepresented voices. Their ability to weave detailed, human-centric stories makes the complex world of blockchain accessible and relatable to a broad audience.","weakness":"With such a high volume of tweets and broad focus, there’s a risk of diluting impact or overwhelming followers with content, potentially making it challenging for standout messages to shine through consistently.","recommendation":"Focus on creating themed content series or curated highlights to turn their vast content into digestible, must-follow threads or weekly spotlights. Engage directly with followers by hosting Twitter Spaces or AMAs to deepen connection and turn casual readers into active community members.","roast":"You’ve tweeted more times than a hummingbird flaps its wings in a lifetime—at this point, even bots are wondering if you’re just power-walking the Web3 timeline rather than curating it.","win":"Co-hosting the 2024 Cardano Summit in Berlin, attracting diverse attendees from major crypto projects and globally recognized brands, cementing $ADA MAGAZINE as a central figure in the Web3 storytelling and community-building scene."},"created":1763177413568,"type":"the curator","id":"adalinked"},{"user":{"id":"1619731840377536512","name":"Najib_Bakori | 𝔽rAI","description":"Crypto native | Exploring top onchain projects | Dedicated SNAPS hunter | Sharing insights that build value across Web3","followers_count":5194,"friends_count":4012,"statuses_count":39170,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1974769531575791616/zdCaK2vw_normal.jpg","screen_name":"najeebabubakarb","location":"Nigeria","entities":{"description":{"urls":[]}}},"details":{"type":"The Curator","description":"Najib_Bakori | 𝔽rAI is a dedicated crypto native who dives deep into the hottest onchain projects, hunting valuable insights to share with the Web3 community. With over 39,000 tweets, Najib thrives on active engagement and reciprocal interactions, combining spiritual reflections with cutting-edge tech enthusiasm. His digital footprint is marked by a blend of cultural depth and relentless content curation that seeks to build meaningful value.","purpose":"To bridge the gap between complex Web3 innovations and everyday crypto enthusiasts by curating valuable insights and fostering engaged, supportive communities.","beliefs":"Najib believes in the power of mutual engagement as a currency in social interaction, the value of perseverance through spiritual grounding, and sees technology—especially AI and blockchain—as transformative experiences rather than mere tools.","facts":"Fun fact: Najib has tweeted over 39,000 times, proving that when it comes to sharing knowledge and engaging with his audience, he’s nothing short of relentless!","strength":"Relentless engagement and commitment to community building paired with a unique blend of spirituality and technology make Najib a trusted curator of Web3 insights.","weakness":"His high volume of tweets isn’t matched by consistent audience interaction, suggesting his content may sometimes get lost in the noise or could benefit from sharper targeting.","recommendation":"Focus on quality over quantity by crafting tweets that invite more meaningful conversations and leverage Twitter Spaces or Twitter Threads to deepen connections with your followers. Also, tagging relevant Web3 projects and influencers can expand your reach effectively.","roast":"Najib's tweet count is so high, even his keyboard asks for a sick day. If tweets were crypto tokens, he’d be a billionaire by now—too bad none of them come with dividends!","win":"Building a vast network of over 4,000 follows in a niche as competitive as crypto shows Najib's dedication and ability to stay relevant in a fast-moving ecosystem."},"created":1763176782864,"type":"the curator","id":"najeebabubakarb"}],"activities":{"nreplies":[{"label":"2025-10-17","value":1,"startTime":1760572800000,"endTime":1760659200000,"tweets":[{"bookmarked":false,"display_text_range":[9,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"9462782","name":"Deva Hazarika","screen_name":"devahaz","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"devahaz","lang":"en","retweeted":false,"fact_check":null,"id":"1978942507657408536","view_count":5271,"bookmark_count":3,"created_at":1760651635000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1978883377349414959","full_text":"Much of YouTube's content has higher production value compared to posts on X - video vs text (think car reviews, video takes way longer to edit). Just like it often lags X on news due to slow production cycle. \n\nOn YouTube, too frequent posting gets you penalised in the algo, and big creators face higher production costs. It's harder to confer sustained value on a mostly text, semi-anonymous platform.\n\nIn a truly efficient information system (e.g. X), no single node would continuously add that much value (will be instantly arbitraged away anyway). \n\nProblem with current system is if the metric is just volume of output/ impression, not quality, you'll end up with more noise and less signal. 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Insane it's acceptable to them.","in_reply_to_user_id_str":"1468103131737247748","in_reply_to_status_id_str":"1983160108826653024","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1983311407706956187","view_count":1729,"bookmark_count":0,"created_at":1761693262000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983252518114120038","full_text":"@rohanpaul_ai This incentives delay of AGI approvals etc, right? OAI Foundation board and msft probably both more cautious of anything with disruption impacts (especially against msft products).","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1983252518114120038","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"startTime":1761696000000,"endTime":1761782400000,"tweets":[]},{"label":"2025-10-31","value":1,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[10,58],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319558110827040768","name":"Tsla Chan","screen_name":"Tslachan","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"Tslachan","lang":"en","retweeted":false,"fact_check":null,"id":"1983897782248419731","view_count":8379,"bookmark_count":0,"created_at":1761833064000,"favorite_count":28,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983851896617234816","full_text":"@Tslachan Circular drinking, as well as circular revenue?!","in_reply_to_user_id_str":"1319558110827040768","in_reply_to_status_id_str":"1983851896617234816","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":2,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[11,153],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1678474814586232833","name":"SaraLee","screen_name":"SarAEsQMd","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"SarAEsQMd","lang":"en","retweeted":false,"fact_check":null,"id":"1984066878218891535","view_count":1538,"bookmark_count":0,"created_at":1761873380000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983919711005167854","full_text":"@SarAEsQMd Did his PR team feel like they needed to make his PR image relatable rather than too techy? Chicken and beer has pretty clear cut-through tbh.","in_reply_to_user_id_str":"1678474814586232833","in_reply_to_status_id_str":"1983919711005167854","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,203],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3225505590","name":"Pauline Cx","screen_name":"Pauline_Cx","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Pauline_Cx","lang":"en","retweeted":false,"fact_check":null,"id":"1984206942408204357","view_count":31,"bookmark_count":0,"created_at":1761906774000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984172802006462964","full_text":"@Pauline_Cx Seen friend using it on a Mac. Installed and never used again. The bar for browser switching is surprisingly high imo, so it's already swimming upstream. Also few has Macs in the first place.","in_reply_to_user_id_str":"3225505590","in_reply_to_status_id_str":"1984172802006462964","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"sama","lang":"en","retweeted":false,"fact_check":null,"id":"1984208536214372519","view_count":116,"bookmark_count":0,"created_at":1761907154000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984023663642087831","full_text":"@sama So he's had the car in reservation all this time, Inc when legal stuff was playing out vs Musk. Sounds strange for someone with such curated online persona that Musk still lives in sama' head rent free.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984023663642087831","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"243013409","name":"Sawyer Merritt","screen_name":"SawyerMerritt","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SawyerMerritt","lang":"en","retweeted":false,"fact_check":null,"id":"1984345679137829154","view_count":2625,"bookmark_count":0,"created_at":1761939851000,"favorite_count":12,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"351284352","conversation_id_str":"1984344898242498942","full_text":"@SawyerMerritt The whole production of \"other models\" was only 5600 or so last quarter right? So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. Top 3-10 volume customers drives or kills your business if you're a chip company once supplies becomes saturated. \n\nAtm supply hasn't caught up fully, but there WILL be incremental Nvidia generation that even hyperscalers skip. E.g. when the gain becomes stagnant / single digits % per watt, like it did Intel.\n\nThe hype will die down and older gen will get commoditised quickly, right?","in_reply_to_user_id_str":"4765100357","in_reply_to_status_id_str":"1984588629570724146","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":1,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[20,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16861509","name":"Ram Ahluwalia CFA, Lumida","screen_name":"ramahluwalia","indices":[0,13]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[14,19]}]},"favorited":false,"in_reply_to_screen_name":"ramahluwalia","lang":"en","retweeted":false,"fact_check":null,"id":"1984799561550807527","view_count":710,"bookmark_count":0,"created_at":1762048065000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984653058144350653","full_text":"@ramahluwalia @sama WeWork 2.0, heavy spends, except faster depreciation on the asset (GPU) vs properties (overpaying lease / upfront).","in_reply_to_user_id_str":"16861509","in_reply_to_status_id_str":"1984653058144350653","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2435","name":"Blake Scholl 🛫","screen_name":"bscholl","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"bscholl","lang":"en","retweeted":false,"fact_check":null,"id":"1984955898243035258","view_count":53,"bookmark_count":0,"created_at":1762085339000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984759749188207079","full_text":"Year, that's the classic technique that puzzles imo - it's often used by bill gates / buffet to narrative control, where they would revert to attributing success to... being born in the US when they did (buffet) / been at that school with a computer (gates). \n\nRarely it's mentioned that they were pretty superlative (or downright ruthless) at the journey. 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Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. 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Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":2,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. Pharm has endless alternatives model providers, whereas OAI doesn't.","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18856867","name":"zerohedge","screen_name":"zerohedge","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"zerohedge","lang":"en","retweeted":false,"fact_check":null,"id":"1986494328265719855","view_count":94,"bookmark_count":0,"created_at":1762452129000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986478283358147066","full_text":"@zerohedge Great. \nOAI did the Icarus thing. \nWH shuts the door on its face.","in_reply_to_user_id_str":"18856867","in_reply_to_status_id_str":"1986478283358147066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,122],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986448045672685610","view_count":142,"bookmark_count":0,"created_at":1762441095000,"favorite_count":0,"quote_count":1,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986383867482112506","full_text":"@Jason So basically the optimal play is to only support a lab until they get to 20% or so market share then diversity out?","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":0,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[13,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986586175709040915","view_count":101,"bookmark_count":0,"created_at":1762474027000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986580388391919749","full_text":"@pmddomingos Sama probably thinking: a quadrillion?amateurs. more like 7 quadrillion","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986580388391919749","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[15,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1987848930890219998","view_count":46,"bookmark_count":0,"created_at":1762775092000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987735335258800214","full_text":"@TheAhmadOsman Can genuinely believe that's what you'd shout about authentically in that position tbh. Impressive.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1987735335258800214","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1987943553956258093","view_count":699,"bookmark_count":0,"created_at":1762797652000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987927113253667094","full_text":"@unusual_whales Bullish on NVIDIA because this means meta and others potentially have to buy more.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1987927113253667094","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":0,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[16,217],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1096436452576047104","name":"Shay Boloor","screen_name":"StockSavvyShay","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"StockSavvyShay","lang":"en","retweeted":false,"fact_check":null,"id":"1988047393934503992","view_count":52,"bookmark_count":0,"created_at":1762822409000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987992448967274640","full_text":"@StockSavvyShay Impressive they have a backlog of $55.6B yet makes a negative earning per share. 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Though no better, or slight regression in 4 out of 9 tests.","in_reply_to_user_id_str":"1565897247115644930","in_reply_to_status_id_str":"1989044298940047386","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":0,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[12,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1989163529623204316","view_count":83,"bookmark_count":0,"created_at":1763088516000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1989140772890014086","full_text":"@Yuchenj_UW When social feels like work / slack, imo it's gonna be a uphill. 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OAI Foundation board and msft probably both more cautious of anything with disruption impacts (especially against msft products).","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1983252518114120038","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"startTime":1761696000000,"endTime":1761782400000,"tweets":[]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[10,58],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319558110827040768","name":"Tsla Chan","screen_name":"Tslachan","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"Tslachan","lang":"en","retweeted":false,"fact_check":null,"id":"1983897782248419731","view_count":8379,"bookmark_count":0,"created_at":1761833064000,"favorite_count":28,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983851896617234816","full_text":"@Tslachan Circular drinking, as well as circular revenue?!","in_reply_to_user_id_str":"1319558110827040768","in_reply_to_status_id_str":"1983851896617234816","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[11,153],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1678474814586232833","name":"SaraLee","screen_name":"SarAEsQMd","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"SarAEsQMd","lang":"en","retweeted":false,"fact_check":null,"id":"1984066878218891535","view_count":1538,"bookmark_count":0,"created_at":1761873380000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983919711005167854","full_text":"@SarAEsQMd Did his PR team feel like they needed to make his PR image relatable rather than too techy? 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So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. 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Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. 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Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":1,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. Pharm has endless alternatives model providers, whereas OAI doesn't.","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18856867","name":"zerohedge","screen_name":"zerohedge","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"zerohedge","lang":"en","retweeted":false,"fact_check":null,"id":"1986494328265719855","view_count":94,"bookmark_count":0,"created_at":1762452129000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986478283358147066","full_text":"@zerohedge Great. \nOAI did the Icarus thing. \nWH shuts the door on its face.","in_reply_to_user_id_str":"18856867","in_reply_to_status_id_str":"1986478283358147066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,122],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986448045672685610","view_count":142,"bookmark_count":0,"created_at":1762441095000,"favorite_count":0,"quote_count":1,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986383867482112506","full_text":"@Jason So basically the optimal play is to only support a lab until they get to 20% or so market share then diversity out?","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":0,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[13,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986586175709040915","view_count":101,"bookmark_count":0,"created_at":1762474027000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986580388391919749","full_text":"@pmddomingos Sama probably thinking: a quadrillion?amateurs. more like 7 quadrillion","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986580388391919749","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[15,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1987848930890219998","view_count":46,"bookmark_count":0,"created_at":1762775092000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987735335258800214","full_text":"@TheAhmadOsman Can genuinely believe that's what you'd shout about authentically in that position tbh. Impressive.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1987735335258800214","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1987943553956258093","view_count":699,"bookmark_count":0,"created_at":1762797652000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987927113253667094","full_text":"@unusual_whales Bullish on NVIDIA because this means meta and others potentially have to buy more.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1987927113253667094","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":0,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[16,217],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1096436452576047104","name":"Shay Boloor","screen_name":"StockSavvyShay","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"StockSavvyShay","lang":"en","retweeted":false,"fact_check":null,"id":"1988047393934503992","view_count":52,"bookmark_count":0,"created_at":1762822409000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987992448967274640","full_text":"@StockSavvyShay Impressive they have a backlog of $55.6B yet makes a negative earning per share. 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Only logical. However in these, I always click on \"view in chrome\" or similar asap to avoid the app crashing and losing the site. Imo browsing uninterrupted in browser is far superior vs these \" Inbetween\" layers - which you never know if works or not (especially as soon as the password manager/login is required on the target page). It's basically backdooring a browser code into X app, isn't it.","in_reply_to_user_id_str":"6419982","in_reply_to_status_id_str":"1980001598047760443","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-21","value":0,"startTime":1760918400000,"endTime":1761004800000,"tweets":[]},{"label":"2025-10-22","value":0,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[10,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1717671858521194496","name":"signüll","screen_name":"signulll","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"signulll","lang":"en","retweeted":false,"fact_check":null,"id":"1980727623899603120","view_count":1035,"bookmark_count":0,"created_at":1761077240000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1980710340796010745","full_text":"If fb, MSFT, Firefox could have done it, they would. It's not a easy route, Google's site was the gateway. Now OAI tries to be with atlas. Imo I'm curious if people warm up to ChatGPT (next gen vibe glued onto current browser via chromium) or Google Chrome with Gemini integration faster. Instinct says the former. \n\nChatGPT has brand equity, that's why they can probably take a look. Moving browser isn't easy. This probably forces Google to speed up Gemini integration into Chrome. Google will be happy thay they don't get forced to sell off the Chrome asset though, e.g. to OAI.","in_reply_to_user_id_str":"1717671858521194496","in_reply_to_status_id_str":"1980710340796010745","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,295],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1106005810155380736","name":"Joseph Carlson","screen_name":"joecarlsonshow","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"joecarlsonshow","lang":"en","retweeted":false,"fact_check":null,"id":"1980729597244129384","view_count":1697,"bookmark_count":0,"created_at":1761077710000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1980687826212868303","full_text":"Can I just say, in Chrome, I only expect it to behave like normal Chrome. I haven’t tested the Gemini integration (even though I’m on the paid advanced tier), and honestly, I don’t expect it to go beyond the usual browser functions, so I won’t bother trying. I hardly restart the thing to let it update neither. \n\nIn my view, when OpenAI launches its own browser, people will expect intelligent AI capability as the default experience, that’s a major difference and a big anchor point in how it’ll be judged.\n\nHave downloaded Perplexity on Sunday. Opened it only once in total. The closed it. \n\nImo the big/stretegic value unlock is ChatGPT needs people to credentialise the browser logins/permissions, so they can do the agent stuff - to compensate for how the early OAI agent back in May basically flopped without that layer. 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Sounds strange for someone with such curated online persona that Musk still lives in sama' head rent free.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984023663642087831","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"243013409","name":"Sawyer Merritt","screen_name":"SawyerMerritt","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SawyerMerritt","lang":"en","retweeted":false,"fact_check":null,"id":"1984345679137829154","view_count":2625,"bookmark_count":0,"created_at":1761939851000,"favorite_count":12,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"351284352","conversation_id_str":"1984344898242498942","full_text":"@SawyerMerritt The whole production of \"other models\" was only 5600 or so last quarter right? So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. 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Can see why they'd like it. Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. 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Wouldn't really want to get the Samsung version tbh based on the perception they're half a year behind TSMC at least.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-06","value":0,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[21,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"893431","name":"Mukund Mohan","screen_name":"mukund","indices":[0,7]},{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[8,20]}]},"favorited":false,"in_reply_to_screen_name":"mukund","lang":"en","retweeted":false,"fact_check":null,"id":"1985994274278932918","view_count":806,"bookmark_count":0,"created_at":1762332907000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985858805859799503","full_text":"@mukund @AnthropicAI Would the hospital in time, not do the same to be impenetrable via AI when it comes to defending the charges it's line item naming in the future? 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Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":0,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. Pharm has endless alternatives model providers, whereas OAI doesn't.","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18856867","name":"zerohedge","screen_name":"zerohedge","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"zerohedge","lang":"en","retweeted":false,"fact_check":null,"id":"1986494328265719855","view_count":94,"bookmark_count":0,"created_at":1762452129000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986478283358147066","full_text":"@zerohedge Great. \nOAI did the Icarus thing. \nWH shuts the door on its face.","in_reply_to_user_id_str":"18856867","in_reply_to_status_id_str":"1986478283358147066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,122],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986448045672685610","view_count":142,"bookmark_count":0,"created_at":1762441095000,"favorite_count":0,"quote_count":1,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986383867482112506","full_text":"@Jason So basically the optimal play is to only support a lab until they get to 20% or so market share then diversity out?","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":0,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[13,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986586175709040915","view_count":101,"bookmark_count":0,"created_at":1762474027000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986580388391919749","full_text":"@pmddomingos Sama probably thinking: a quadrillion?amateurs. more like 7 quadrillion","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986580388391919749","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[15,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1987848930890219998","view_count":46,"bookmark_count":0,"created_at":1762775092000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987735335258800214","full_text":"@TheAhmadOsman Can genuinely believe that's what you'd shout about authentically in that position tbh. 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Insane it's acceptable to them.","in_reply_to_user_id_str":"1468103131737247748","in_reply_to_status_id_str":"1983160108826653024","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1983311407706956187","view_count":1729,"bookmark_count":0,"created_at":1761693262000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983252518114120038","full_text":"@rohanpaul_ai This incentives delay of AGI approvals etc, right? OAI Foundation board and msft probably both more cautious of anything with disruption impacts (especially against msft products).","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1983252518114120038","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"startTime":1761696000000,"endTime":1761782400000,"tweets":[]},{"label":"2025-10-31","value":28,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[10,58],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319558110827040768","name":"Tsla Chan","screen_name":"Tslachan","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"Tslachan","lang":"en","retweeted":false,"fact_check":null,"id":"1983897782248419731","view_count":8379,"bookmark_count":0,"created_at":1761833064000,"favorite_count":28,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983851896617234816","full_text":"@Tslachan Circular drinking, as well as circular revenue?!","in_reply_to_user_id_str":"1319558110827040768","in_reply_to_status_id_str":"1983851896617234816","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":12,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[11,153],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1678474814586232833","name":"SaraLee","screen_name":"SarAEsQMd","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"SarAEsQMd","lang":"en","retweeted":false,"fact_check":null,"id":"1984066878218891535","view_count":1538,"bookmark_count":0,"created_at":1761873380000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983919711005167854","full_text":"@SarAEsQMd Did his PR team feel like they needed to make his PR image relatable rather than too techy? Chicken and beer has pretty clear cut-through tbh.","in_reply_to_user_id_str":"1678474814586232833","in_reply_to_status_id_str":"1983919711005167854","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,203],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3225505590","name":"Pauline Cx","screen_name":"Pauline_Cx","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Pauline_Cx","lang":"en","retweeted":false,"fact_check":null,"id":"1984206942408204357","view_count":31,"bookmark_count":0,"created_at":1761906774000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984172802006462964","full_text":"@Pauline_Cx Seen friend using it on a Mac. Installed and never used again. The bar for browser switching is surprisingly high imo, so it's already swimming upstream. Also few has Macs in the first place.","in_reply_to_user_id_str":"3225505590","in_reply_to_status_id_str":"1984172802006462964","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"sama","lang":"en","retweeted":false,"fact_check":null,"id":"1984208536214372519","view_count":116,"bookmark_count":0,"created_at":1761907154000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984023663642087831","full_text":"@sama So he's had the car in reservation all this time, Inc when legal stuff was playing out vs Musk. Sounds strange for someone with such curated online persona that Musk still lives in sama' head rent free.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984023663642087831","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"243013409","name":"Sawyer Merritt","screen_name":"SawyerMerritt","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SawyerMerritt","lang":"en","retweeted":false,"fact_check":null,"id":"1984345679137829154","view_count":2625,"bookmark_count":0,"created_at":1761939851000,"favorite_count":12,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"351284352","conversation_id_str":"1984344898242498942","full_text":"@SawyerMerritt The whole production of \"other models\" was only 5600 or so last quarter right? So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":4,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. Top 3-10 volume customers drives or kills your business if you're a chip company once supplies becomes saturated. \n\nAtm supply hasn't caught up fully, but there WILL be incremental Nvidia generation that even hyperscalers skip. E.g. when the gain becomes stagnant / single digits % per watt, like it did Intel.\n\nThe hype will die down and older gen will get commoditised quickly, right?","in_reply_to_user_id_str":"4765100357","in_reply_to_status_id_str":"1984588629570724146","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":3,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[20,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16861509","name":"Ram Ahluwalia CFA, Lumida","screen_name":"ramahluwalia","indices":[0,13]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[14,19]}]},"favorited":false,"in_reply_to_screen_name":"ramahluwalia","lang":"en","retweeted":false,"fact_check":null,"id":"1984799561550807527","view_count":710,"bookmark_count":0,"created_at":1762048065000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984653058144350653","full_text":"@ramahluwalia @sama WeWork 2.0, heavy spends, except faster depreciation on the asset (GPU) vs properties (overpaying lease / upfront).","in_reply_to_user_id_str":"16861509","in_reply_to_status_id_str":"1984653058144350653","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2435","name":"Blake Scholl 🛫","screen_name":"bscholl","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"bscholl","lang":"en","retweeted":false,"fact_check":null,"id":"1984955898243035258","view_count":53,"bookmark_count":0,"created_at":1762085339000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984759749188207079","full_text":"Year, that's the classic technique that puzzles imo - it's often used by bill gates / buffet to narrative control, where they would revert to attributing success to... being born in the US when they did (buffet) / been at that school with a computer (gates). \n\nRarely it's mentioned that they were pretty superlative (or downright ruthless) at the journey. 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Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. 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Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":4,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. Pharm has endless alternatives model providers, whereas OAI doesn't.","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18856867","name":"zerohedge","screen_name":"zerohedge","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"zerohedge","lang":"en","retweeted":false,"fact_check":null,"id":"1986494328265719855","view_count":94,"bookmark_count":0,"created_at":1762452129000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986478283358147066","full_text":"@zerohedge Great. \nOAI did the Icarus thing. \nWH shuts the door on its face.","in_reply_to_user_id_str":"18856867","in_reply_to_status_id_str":"1986478283358147066","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,122],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986448045672685610","view_count":142,"bookmark_count":0,"created_at":1762441095000,"favorite_count":0,"quote_count":1,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986383867482112506","full_text":"@Jason So basically the optimal play is to only support a lab until they get to 20% or so market share then diversity out?","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":2,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[13,84],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986586175709040915","view_count":101,"bookmark_count":0,"created_at":1762474027000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986580388391919749","full_text":"@pmddomingos Sama probably thinking: a quadrillion?amateurs. more like 7 quadrillion","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986580388391919749","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":16,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[15,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1987848930890219998","view_count":46,"bookmark_count":0,"created_at":1762775092000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987735335258800214","full_text":"@TheAhmadOsman Can genuinely believe that's what you'd shout about authentically in that position tbh. Impressive.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1987735335258800214","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1987943553956258093","view_count":699,"bookmark_count":0,"created_at":1762797652000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987927113253667094","full_text":"@unusual_whales Bullish on NVIDIA because this means meta and others potentially have to buy more.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1987927113253667094","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-12","value":0,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[16,217],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1096436452576047104","name":"Shay Boloor","screen_name":"StockSavvyShay","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"StockSavvyShay","lang":"en","retweeted":false,"fact_check":null,"id":"1988047393934503992","view_count":52,"bookmark_count":0,"created_at":1762822409000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1987992448967274640","full_text":"@StockSavvyShay Impressive they have a backlog of $55.6B yet makes a negative earning per share. 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Though no better, or slight regression in 4 out of 9 tests.","in_reply_to_user_id_str":"1565897247115644930","in_reply_to_status_id_str":"1989044298940047386","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":2,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[12,128],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1989163529623204316","view_count":83,"bookmark_count":0,"created_at":1763088516000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1989140772890014086","full_text":"@Yuchenj_UW When social feels like work / slack, imo it's gonna be a uphill. 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Insane it's acceptable to them.","in_reply_to_user_id_str":"1468103131737247748","in_reply_to_status_id_str":"1983160108826653024","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1983311407706956187","view_count":1729,"bookmark_count":0,"created_at":1761693262000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983252518114120038","full_text":"@rohanpaul_ai This incentives delay of AGI approvals etc, right? OAI Foundation board and msft probably both more cautious of anything with disruption impacts (especially against msft products).","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1983252518114120038","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"startTime":1761696000000,"endTime":1761782400000,"tweets":[]},{"label":"2025-10-31","value":8379,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[10,58],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319558110827040768","name":"Tsla Chan","screen_name":"Tslachan","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"Tslachan","lang":"en","retweeted":false,"fact_check":null,"id":"1983897782248419731","view_count":8379,"bookmark_count":0,"created_at":1761833064000,"favorite_count":28,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983851896617234816","full_text":"@Tslachan Circular drinking, as well as circular revenue?!","in_reply_to_user_id_str":"1319558110827040768","in_reply_to_status_id_str":"1983851896617234816","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":4310,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[11,153],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1678474814586232833","name":"SaraLee","screen_name":"SarAEsQMd","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"SarAEsQMd","lang":"en","retweeted":false,"fact_check":null,"id":"1984066878218891535","view_count":1538,"bookmark_count":0,"created_at":1761873380000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1983919711005167854","full_text":"@SarAEsQMd Did his PR team feel like they needed to make his PR image relatable rather than too techy? 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So that's up to a third of their quarterly production?","in_reply_to_user_id_str":"243013409","in_reply_to_status_id_str":"1984344898242498942","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":2835,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[12,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4765100357","name":"Rihard Jarc","screen_name":"RihardJarc","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"RihardJarc","lang":"en","retweeted":false,"fact_check":null,"id":"1984615461372199205","view_count":2835,"bookmark_count":0,"created_at":1762004173000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984588629570724146","full_text":"They're (hyperscalers') pretty sophisticated buyers, if anything data centre business of intel has shown. 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E.g. when the gain becomes stagnant / single digits % per watt, like it did Intel.\n\nThe hype will die down and older gen will get commoditised quickly, right?","in_reply_to_user_id_str":"4765100357","in_reply_to_status_id_str":"1984588629570724146","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":1471,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[20,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16861509","name":"Ram Ahluwalia CFA, Lumida","screen_name":"ramahluwalia","indices":[0,13]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[14,19]}]},"favorited":false,"in_reply_to_screen_name":"ramahluwalia","lang":"en","retweeted":false,"fact_check":null,"id":"1984799561550807527","view_count":710,"bookmark_count":0,"created_at":1762048065000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984653058144350653","full_text":"@ramahluwalia @sama WeWork 2.0, heavy spends, except faster depreciation on the asset (GPU) vs properties (overpaying lease / upfront).","in_reply_to_user_id_str":"16861509","in_reply_to_status_id_str":"1984653058144350653","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2435","name":"Blake Scholl 🛫","screen_name":"bscholl","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"bscholl","lang":"en","retweeted":false,"fact_check":null,"id":"1984955898243035258","view_count":53,"bookmark_count":0,"created_at":1762085339000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1984759749188207079","full_text":"Year, that's the classic technique that puzzles imo - it's often used by bill gates / buffet to narrative control, where they would revert to attributing success to... being born in the US when they did (buffet) / been at that school with a computer (gates). \n\nRarely it's mentioned that they were pretty superlative (or downright ruthless) at the journey. 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Cooling gonna be interesting challenge/ show stopper imo.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1985806068388442469","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,303],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985798669539430623","view_count":446,"bookmark_count":0,"created_at":1762286271000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1985710028561522788","full_text":"Still remember Samsung phones with their in-house Exynos chips (inferior yield, performance, excessive heat) vs superior Qualcomm Snapdragon for the same Samsung Galaxy phone model. 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Is your comparison vs ChatGPT thinking of the pro version of thinking?","in_reply_to_user_id_str":"12497","in_reply_to_status_id_str":"1985853163208081446","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":3010,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[6,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1838288550569349120","name":"TBPN","screen_name":"tbpn","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"tbpn","lang":"en","retweeted":false,"fact_check":null,"id":"1986240391012577544","view_count":1146,"bookmark_count":0,"created_at":1762391586000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986223295352750565","full_text":"@tbpn So if any help is given, US government will be on the hook for adding $1.4tn to the budget deficit? (And the ask will increase, knowing how even msft isn't giving more handouts). \n\n(Small 3.87% sure to the budgets deficit; but still adds hugely to the $38tn budget deficit).","in_reply_to_user_id_str":"1838288550569349120","in_reply_to_status_id_str":"1986223295352750565","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1986239473030496643","view_count":1551,"bookmark_count":1,"created_at":1762391367000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986232057023050030","full_text":"Gee. Sama has God tier ChatGPT level subscription to get to this outcome. If US gvt supports it, locks in more SP500 inflation from Mag7 - all at the cost of adding 3.87% to the budget deficit, that they don't have to pay for short term ($1.4Tn committed build-out to $38tn), in exchange for warrant on some equity). \n\nif they (US govt) put a brake on it, they dent the economic growth whilst there's a govt shutdown when 40% of the growth is from AI hype cycle and round-trip revenue. \n\nIf they (US govt) stalls, Sama' press leaks will make more and more audacious requests. Impressive chess game that USG probably never stood a chance against.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1986232057023050030","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,140],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986379179022053761","view_count":77,"bookmark_count":0,"created_at":1762424676000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"351284352","conversation_id_str":"1986161037348119023","full_text":"@GerritD Sort of thankful counterweights like Gemini and Claude exists. 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SuperX
