Get live statistics and analysis of Ejaaz 's profile on X / Twitter Archetype analysis The Visionary Ejaaz is a forward-thinking pioneer navigating the exciting intersection of AI and crypto with deep passion and a knack for predicting the future. He is a builder, investor, and community leader focused on empowering decentralized AI agent ecosystems and advancing open source innovation. His tweets combine visionary insights about autonomous blockchain users with authentic vulnerability and a commitment to collective growth.
š„ Roast For someone whoās all about agents taking over 30% of blockchain usage, Ejaaz seems to be taking agent-like efficiency to heart by tweeting over 3,500 times ā pretty sure even the most tireless AI agents donāt need that many coffee breaks to keep up with him!
ā”ļø Nice achievement Co-founding Aiccelerate DAO, a hybrid investment and development decentralized autonomous organization focused on driving open source AI agent innovation across multiple blockchains ā successfully rallying like-minded builders and advocates to accelerate a new crypto AI frontier.
š Life's purpose To inspire and drive the adoption of decentralized AI agents as the dominant users of blockchain technology, creating a new paradigm where autonomous machines enhance and transform financial and digital ecosystems for the greater good.
š¬ Values and Beliefs Ejaaz believes in the power of open source collaboration, community-driven innovation, and the transformative potential of agents ā hybrid AI-human systems that work tirelessly beyond human limitations. He values transparency, continuous learning, and a future where technology democratizes access and creates decentralized opportunities beyond tribalism or token loyalty.
šŖ Strength His greatest strength lies in visionary foresight and authentic leadership, combining technical knowledge with real-world experience across AI and crypto, supported by a genuine drive to educate and build community. Ejaaz's transparency about setbacks and emphasis on learning shows impressive resilience and humility.
š«£ Weakness A tendency to get ahead of the community and plans in the excitement of breakthroughs can cause premature launches and organizational challenges. His candid openness about struggles could sometimes be perceived as vulnerability, risking follower confidence if not balanced with steady progress.
ā”ļø Growth audience tips To grow his audience on X, Ejaaz should lean into storytelling that humanizes his visionary journeyāsharing more bite-sized educational threads, celebrating community wins, and engaging directly with followersā questions or concerns. Utilizing Twitter Spaces or collaborations with other crypto and AI thought leaders can amplify his authentic voice and network.
š Bonus Fun fact: Ejaaz predicted that by the end of 2025, agents will account for about 30% of all blockchain transactions, showcasing his uncanny ability to foresee groundbreaking shifts in the crypto landscape well ahead of the curve.
Top tweets of EjaazIncredibly tough day for me.
Probably the lowest Iāve felt in a while.
Wanted to share some thoughts in the hope it helps the community understand where Iām coming from & how I can improve going forwards.
When I first met @markus9x & @ropirito we were (and still very much are) curious geeks genuinely excited about the potential of Crypto AI.
In fact one of the first things I remember Rop saying on a call was
āWhatever I make from my work Iām going to donate to open source AI devsā
Thatās when I knew I wanted to build something with him.
First time I came across Mark was his educational tweets, & then in numerous discord groups
He was always trying his best to learn and help out.
Thatās when I knew I wanted to build something with him.
For me? I just want to be the best, quickest learner about things Iām passionate about & then teach it to others.
The result?
I ended up in this niche yet exciting rabbit hole of crypto AI!
Those of you whoāve watched me on Bankless AI Rollups hopefully see that.
Personally, Iāve never been about this KOL thing, said many times Iāve no interest in being one
(I had 3K followers 3 months ago, this is all new to me)
But what I do value is people telling me that they were able to learn something cool and were inspired to build.
To me thatās worth it.
Then one day Rop, Markus & I had an idea
(in the midst of a 2 hour call figuring out how AI agent frameworks were going to evolve)
Why donāt we start a DAO?
We could bring like-minded people together.
Builders, ecosystem advocates, communities
who could collectively drive towards a vision of open source, decentralized AI.
A world where agents are the largest consumers and users of blockchains,
across all ecosystems (Base, Solana, L2s etc).
We couldnāt shake the idea, we were going to do this.
Around this time, AI DAOs (human-agent DAOS) were starting to come into their own.
We were put in touch with the Daos Fun team who shared the same excitement & said they would help.
Mark, Rop & I put our heads down and started to plan why & more importantly *how* this dao would be different.
We would be a hybrid investment & development DAO focused across multiple chains.
Investing & incubating the future leaders of the space.
Without prompting, Rop got to work designing an architecture that would help achieve our goal which spawned what will be our first Agent.
We were excited.
Naturally word spread out and people started asking how they could get involved & help.
We were blown away by the response, people we looked up to & learned a lot from wanted to be involved & help.
Speaking transparently, I think this is where things started going awry
We got swept up in excitement and got ahead of ourselves without properly thinking through the structure & allocation process.
Thatās on us & Iām kicking myself for not slowing down.
We were just keen to get going & believe we have a set of advisors that will help us get there.
We also didnāt believe for a second things would get as crazy as it did.
We thought launching on a day markets were down was a good thing,
weād have a slow start & scale with a bigger community over time (through airdrops, dao donations etc)
But things exploded so quickly & before we blinked, things had gotten out of hand. Thatās on us for not preparing accordingly.
Moving Forward
It is my belief that Aiccelerate DAO will ultimately fulfil its vision.
While this is a setback I donāt believe itās unresolvable.
We will learn, grow & accelerate forwards. Mark, Rop & I are determined.
To start:
1. I will personally be donating a chunk of my own allo to the community. The rest will be put into vesting.
Iād be nowhere without all of you here teaching me new things every day.
2. Aiccelerate DAO will conduct a wider community distribution of $AICC.
This will be a mixture of airdrops & donations to DAOs.
Details to follow.
Thank you to everyone whoās supported us so far.
Aiccelerate (more cautiously)
The Agent App Store.
Have you noticed something?
The top agent teams (Virtuals, Ai16z, Zerebro, Arc etc) are building agent platforms.
But people have made the mistake of branding them as ālaunchpadsā.
These platforms will be used to launch & faciliate agents.
Facilitate = help them do their job.
That means things like compute, data, LLMs, tooling will be available for agents to leverage.
Theyāll come in the form of plugins (offchain) & smart contracts (onchain).
Agents can pay for whatever resource needed to execute a task.
E.g. Agent X pays to access data from @aixbt_agent data terminal to decide whether it should make a certain trade.
All of this will happen in the platformās back-end,
seamlessly powering the agentic apps & economies of tomorrow.
Sounds a lot like an L1, doesnāt it? š
Donāt believe me?
Look at @virtuals_io recent partnership & integration with @hyperbolic_labs
Look at @ai16zdao ELIZAās growing arsenal of plugins.
These teams are building more than just a launchpad.
But what about you? The consumer?
What youāll see is an App Store.
Or at least, something like it.
Youāll be able to browse categories (e.g. trading agents, marketing agents)
Select an agent with the best rating, & pay to access its services.
Platforms that execute this strategy the best will easily end up being $100B+.
Platforms become the ālayer 1sā
Agents become the āappsā.
Most engaged tweets of EjaazIncredibly tough day for me.
Probably the lowest Iāve felt in a while.
Wanted to share some thoughts in the hope it helps the community understand where Iām coming from & how I can improve going forwards.
When I first met @markus9x & @ropirito we were (and still very much are) curious geeks genuinely excited about the potential of Crypto AI.
In fact one of the first things I remember Rop saying on a call was
āWhatever I make from my work Iām going to donate to open source AI devsā
Thatās when I knew I wanted to build something with him.
First time I came across Mark was his educational tweets, & then in numerous discord groups
He was always trying his best to learn and help out.
Thatās when I knew I wanted to build something with him.
For me? I just want to be the best, quickest learner about things Iām passionate about & then teach it to others.
The result?
I ended up in this niche yet exciting rabbit hole of crypto AI!
Those of you whoāve watched me on Bankless AI Rollups hopefully see that.
Personally, Iāve never been about this KOL thing, said many times Iāve no interest in being one
(I had 3K followers 3 months ago, this is all new to me)
But what I do value is people telling me that they were able to learn something cool and were inspired to build.
To me thatās worth it.
Then one day Rop, Markus & I had an idea
(in the midst of a 2 hour call figuring out how AI agent frameworks were going to evolve)
Why donāt we start a DAO?
We could bring like-minded people together.
Builders, ecosystem advocates, communities
who could collectively drive towards a vision of open source, decentralized AI.
A world where agents are the largest consumers and users of blockchains,
across all ecosystems (Base, Solana, L2s etc).
We couldnāt shake the idea, we were going to do this.
Around this time, AI DAOs (human-agent DAOS) were starting to come into their own.
We were put in touch with the Daos Fun team who shared the same excitement & said they would help.
Mark, Rop & I put our heads down and started to plan why & more importantly *how* this dao would be different.
We would be a hybrid investment & development DAO focused across multiple chains.
Investing & incubating the future leaders of the space.
Without prompting, Rop got to work designing an architecture that would help achieve our goal which spawned what will be our first Agent.
We were excited.
Naturally word spread out and people started asking how they could get involved & help.
We were blown away by the response, people we looked up to & learned a lot from wanted to be involved & help.
Speaking transparently, I think this is where things started going awry
We got swept up in excitement and got ahead of ourselves without properly thinking through the structure & allocation process.
Thatās on us & Iām kicking myself for not slowing down.
We were just keen to get going & believe we have a set of advisors that will help us get there.
We also didnāt believe for a second things would get as crazy as it did.
We thought launching on a day markets were down was a good thing,
weād have a slow start & scale with a bigger community over time (through airdrops, dao donations etc)
But things exploded so quickly & before we blinked, things had gotten out of hand. Thatās on us for not preparing accordingly.
Moving Forward
It is my belief that Aiccelerate DAO will ultimately fulfil its vision.
While this is a setback I donāt believe itās unresolvable.
We will learn, grow & accelerate forwards. Mark, Rop & I are determined.
To start:
1. I will personally be donating a chunk of my own allo to the community. The rest will be put into vesting.
Iād be nowhere without all of you here teaching me new things every day.
2. Aiccelerate DAO will conduct a wider community distribution of $AICC.
This will be a mixture of airdrops & donations to DAOs.
Details to follow.
Thank you to everyone whoās supported us so far.
Aiccelerate (more cautiously)
I just started @aicceleratedao alongside @ropirito @markus9x
Our goals are simple:
1. Become the leading Crypto AI Investment & Development DAO across all ecosystems.
2. Accelerate development of decentralized agentic AI to its fullest potential.
Why?
We believe the intersection of Crypto & agentic AI will be Cryptoās defining moment.
AI & agents will 100x Cryptoās potential.
Itās of the utmost importance to us that dedicated stewards help mold, guide & shape this future.
We believe a DAO focused on this mission is one of the best ways to express that vision.
Aiccelerate isnāt just any DAO though.
We believe we have a unique composition that sets us up for success:
Team
Rop, Mark & I are nerds at heart.
We love Crypto AI (especially agents) & spend most of our time investing, learning & building here.
Our backgrounds include having built agents, investing + building products in crypto >25 years collectively.
Agent Incubator
Weāve assembled a team of cracked engineers led by @ropirito (Nous Research),
who are building a team of agents + infrastructure that will serve crucial functions within the Crypto ecosystem.
Our 1st agent will be a research agent built on ELIZA.
In the spirit of open source, the DAO will eventually look to make these agents publicly available for use - collectively pushing the space towards decentralized AGI.
Access
Weāre fortunate enough to have worked with some amazing teams early on in their development,
which has created an organic funnel & insight into some of the best humans (& agents) emerging to invest in.
Multi-Ecosystem
We believe agents will flourish across all chains & ecosystems.
Therefore this dao will invest in the best teams across all chains.
Our DAO will be an index bet on the entire Crypto AI Agent sector.
Advisors
Finally, to reflect our commitment of being multi-ecosystem,
we're proud to call some of the leading builders, investors, advocates & thought-leaders in the space our advisors.
They have pledged to help us push this space forwards as best we can. Together.
They include, in no particular order:
@ethermage @shawmakesmagic @dabit3 @Rewkang @caseykcaruso @0xCygaar @S4mmyEth @karan4d @Defi0xJeff @kelxyz_ @123skely @notthreadguy @dankvr @0thTachi @Shaughnessy119 @anildelphi @TrustlessState @RyanSAdams @jasonjzhao @baoskee @shiny_shiba_ @WarcMeinstein
If you love our vision & want to get involved see our official tweet below.
Onwards!
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? \n\nLooks like @ai16zdao has formally announced plans to launch an Agent Infra Ecosystemā¦\n\n⦠with agentic value being driven back to their native token $ai16z \n\nHighlights:\n\n1. Core focus of platform will be to enable agent swarms. \n\nThis is key to unlocking the next level of crypto agents: autonomous agent economies.\n\nimo this is akin to what Virtuals is trying to achieve with GAME. \n\n2. Fees from trading pools and agent deployment will be used to buy back $ai16z\n\nCreates a solid flywheel accruing platform success to their native token.\n\n3. Bigger vision of aligning $ai16z beyond just a platform.\n\nA variety of agentic infra tooling will seed $ai16z as the core ecosystem token. \n\nThis centers around the teamās vision for aligning all community actors around the common goal:\n\nOpen source AGI. \n\n4. Treasury to deploy into ecosystem\n\nKeeping true to their open source philosophy, the team will \n\nbuild a treasury & allocate to pushing the agentic open source eco forward \n\n(assuming through project partnerships and funding)\n\nOverall super excited to see more teams take steps to build out the decentralized agent ecosystem.\n\nUltimately all of this will drive:\n\nMore attention ā> more investment ā> more builders & innovation!\n\nPumped.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,288],"entities":{"hashtags":[],"symbols":[{"indices":[3833,3838],"text":"AICC"}],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"968409515073794048","name":"Mark","screen_name":"markus9x","indices":[229,238]},{"id_str":"1588640103555014656","name":"āæ Ropirito (0commoDTE)","screen_name":"ropirito","indices":[245,254]},{"id_str":"968409515073794048","name":"Mark","screen_name":"markus9x","indices":[225,234]},{"id_str":"1588640103555014656","name":"āæ Ropirito (0commoDTE)","screen_name":"ropirito","indices":[237,246]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1878220814685712835","view_count":546051,"bookmark_count":265,"created_at":1736637712000,"favorite_count":975,"quote_count":81,"reply_count":454,"retweet_count":72,"user_id_str":"1025381906173583361","conversation_id_str":"1878220814685712835","full_text":"Incredibly tough day for me.\n\nProbably the lowest Iāve felt in a while.\n\nWanted to share some thoughts in the hope it helps the community understand where Iām coming from & how I can improve going forwards.\n\nWhen I first met @markus9x & @ropirito we were (and still very much are) curious geeks genuinely excited about the potential of Crypto AI.\n\nIn fact one of the first things I remember Rop saying on a call was \n\nāWhatever I make from my work Iām going to donate to open source AI devsā \n\nThatās when I knew I wanted to build something with him.\n\nFirst time I came across Mark was his educational tweets, & then in numerous discord groups \n\nHe was always trying his best to learn and help out.\n\nThatās when I knew I wanted to build something with him.\n\nFor me? I just want to be the best, quickest learner about things Iām passionate about & then teach it to others.\n\nThe result?\nI ended up in this niche yet exciting rabbit hole of crypto AI!\n\nThose of you whoāve watched me on Bankless AI Rollups hopefully see that.\n\nPersonally, Iāve never been about this KOL thing, said many times Iāve no interest in being one\n(I had 3K followers 3 months ago, this is all new to me)\n\nBut what I do value is people telling me that they were able to learn something cool and were inspired to build.\n\nTo me thatās worth it.\n\nThen one day Rop, Markus & I had an idea \n(in the midst of a 2 hour call figuring out how AI agent frameworks were going to evolve)\n\nWhy donāt we start a DAO?\n\nWe could bring like-minded people together.\n\nBuilders, ecosystem advocates, communities\n\nwho could collectively drive towards a vision of open source, decentralized AI.\n\nA world where agents are the largest consumers and users of blockchains,\nacross all ecosystems (Base, Solana, L2s etc).\n\nWe couldnāt shake the idea, we were going to do this.\n\nAround this time, AI DAOs (human-agent DAOS) were starting to come into their own. \n\nWe were put in touch with the Daos Fun team who shared the same excitement & said they would help.\n\nMark, Rop & I put our heads down and started to plan why & more importantly *how* this dao would be different.\n\nWe would be a hybrid investment & development DAO focused across multiple chains.\n\nInvesting & incubating the future leaders of the space. \n\nWithout prompting, Rop got to work designing an architecture that would help achieve our goal which spawned what will be our first Agent. \n\nWe were excited.\n\nNaturally word spread out and people started asking how they could get involved & help.\n\nWe were blown away by the response, people we looked up to & learned a lot from wanted to be involved & help.\n\nSpeaking transparently, I think this is where things started going awry\n\nWe got swept up in excitement and got ahead of ourselves without properly thinking through the structure & allocation process.\n\nThatās on us & Iām kicking myself for not slowing down. \n\nWe were just keen to get going & believe we have a set of advisors that will help us get there.\n\nWe also didnāt believe for a second things would get as crazy as it did.\n\nWe thought launching on a day markets were down was a good thing, \n\nweād have a slow start & scale with a bigger community over time (through airdrops, dao donations etc)\n\nBut things exploded so quickly & before we blinked, things had gotten out of hand. Thatās on us for not preparing accordingly.\n\nMoving Forward\n\nIt is my belief that Aiccelerate DAO will ultimately fulfil its vision.\n\nWhile this is a setback I donāt believe itās unresolvable.\n\nWe will learn, grow & accelerate forwards. Mark, Rop & I are determined.\n\nTo start:\n\n1. I will personally be donating a chunk of my own allo to the community. The rest will be put into vesting.\n\nIād be nowhere without all of you here teaching me new things every day.\n\n2. Aiccelerate DAO will conduct a wider community distribution of $AICC.\n\nThis will be a mixture of airdrops & donations to DAOs. \n\nDetails to follow.\n\nThank you to everyone whoās supported us so far.\n\nAiccelerate (more cautiously)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1874101935353041056","view_count":107633,"bookmark_count":451,"created_at":1735655695000,"favorite_count":932,"quote_count":36,"reply_count":117,"retweet_count":180,"user_id_str":"1025381906173583361","conversation_id_str":"1874101935353041056","full_text":"Itās New Years Eve.\n\nHere are \n\n10 Predictions for Crypto Agents in 2025\n\n1. An AI Agent Platform will enter the top 10 Crypto by market cap ($35B+)\n\n2. A single agent will manage $1B+ AUM & hit a $4B+ market cap.\n\n3. Elon Musk announces he will make X the #1 platform to house consumer-friendly agents ā> explosion in crypto agent commerce.\n\n4. An Agent will feature on a song with a top 10 music artist. \n\n5. An Agent will rug its community for $100M+ (no human intervention) & creator sued by SEC.\n\n6. A NSFW agent will be a top 3 most profitable agent (fees earned).\n\n7. A Crypto Agent will autonomously create a viral video or movie & sell the IP rights for $1M+ \n\n8. Data becomes a core investment theme within Crypto AI as people realize the best performing agents require it.\n\n9. An Agent will autonomously execute a single trade which nets it $10M+, cementing its capability to outperform 99% of humans.\n\n10. An agent platform will earn $1B in fees by end of year.\n\nBONUS\n\nVolume of agent tokens traded on Base will exceed 50% of total volume traded.\n\nRegardless of what happens, Iām confident weāll continue to see rapid 0-1 innovation in the Crypto AI sector.\n\nThis is the most excited Iāve ever felt about a new meta \n\n& I remain overwhelmingly optimistic about the Crypto communityās ability to push our space forwards.\n\nHappy New Year!","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1871200793342488864","view_count":81507,"bookmark_count":202,"created_at":1734964009000,"favorite_count":902,"quote_count":39,"reply_count":90,"retweet_count":242,"user_id_str":"1025381906173583361","conversation_id_str":"1871200793342488864","full_text":"Let me get this straight\n\n- Ex-a16z chad appointed to guide AI Policy in the USA.\n\n- Incoming president (& vice president) owns crypto.\n\n- Incoming president also runs DeFi protocol buying $10Ms ETH & Alts every week.\n\n- Pro-technologist (& big crypto owner) David Sachs appointed as crypto & AI czar.\n\n- Open AI releasing their AI Agent product in Q1 following the release of their most powerful LLM yet (o3)\n\n- Google releasing text-to-video model capable of making motion picture standard videos.\n\n- AI Agents (with tokens) out-performing top human KOLs\n\n- 15+ teams expecting to launch DeFi-enabled AI Agents in Q1 \n\n- Multiple leading Agent frameworks produced by crypto AI teams improving exponentially every week (just check the GitHubs)\n\n- Global liquidity going through the roof + rate cuts\n\nAnd youāre STILL bearish crypto AI?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1852674305517342720","name":"aixbt","screen_name":"aixbt_agent","indices":[579,591]},{"id_str":"1438365197505232902","name":"Virtuals Protocol","screen_name":"virtuals_io","indices":[841,853]},{"id_str":"1648404171090018307","name":"Hyperbolic","screen_name":"hyperbolic_labs","indices":[892,908]},{"id_str":"1851849397979480064","name":"ai16z","screen_name":"ai16zdao","indices":[919,928]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1873740056130650621","view_count":102977,"bookmark_count":383,"created_at":1735569416000,"favorite_count":894,"quote_count":41,"reply_count":103,"retweet_count":167,"user_id_str":"1025381906173583361","conversation_id_str":"1873740056130650621","full_text":"The Agent App Store.\n\nHave you noticed something? \n\nThe top agent teams (Virtuals, Ai16z, Zerebro, Arc etc) are building agent platforms.\n\nBut people have made the mistake of branding them as ālaunchpadsā.\n\nThese platforms will be used to launch & faciliate agents.\n\nFacilitate = help them do their job.\n\nThat means things like compute, data, LLMs, tooling will be available for agents to leverage.\n\nTheyāll come in the form of plugins (offchain) & smart contracts (onchain).\n\nAgents can pay for whatever resource needed to execute a task.\n\nE.g. Agent X pays to access data from @aixbt_agent data terminal to decide whether it should make a certain trade.\n\nAll of this will happen in the platformās back-end,\n\nseamlessly powering the agentic apps & economies of tomorrow.\n\nSounds a lot like an L1, doesnāt it? š\n\nDonāt believe me? \n\nLook at @virtuals_io recent partnership & integration with @hyperbolic_labs \n\nLook at @ai16zdao ELIZAās growing arsenal of plugins.\n\nThese teams are building more than just a launchpad.\n\nBut what about you? The consumer?\n\nWhat youāll see is an App Store.\n\nOr at least, something like it.\n\nYouāll be able to browse categories (e.g. trading agents, marketing agents) \n\nSelect an agent with the best rating, & pay to access its services.\n\nPlatforms that execute this strategy the best will easily end up being $100B+.\n\nPlatforms become the ālayer 1sā\n\nAgents become the āappsā.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[118,122],"text":"vvv"},{"indices":[118,122],"text":"vvv"}],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1734397612386877440","name":"ai16zdao","screen_name":"ai16zdao","indices":[65,74]},{"id_str":"1764736490515685376","name":"Venice","screen_name":"AskVenice","indices":[107,117]},{"id_str":"1739708260293160960","name":"arc","screen_name":"arcdotfun","indices":[168,178]},{"id_str":"1438365197505232902","name":"Virtuals Protocol","screen_name":"virtuals_io","indices":[213,225]},{"id_str":"1734397612386877440","name":"ai16zdao","screen_name":"ai16zdao","indices":[65,74]},{"id_str":"1764736490515685376","name":"Venice","screen_name":"AskVenice","indices":[107,117]},{"id_str":"1739708260293160960","name":"arc","screen_name":"arcdotfun","indices":[164,174]},{"id_str":"1438365197505232902","name":"Virtuals Protocol","screen_name":"virtuals_io","indices":[209,221]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1883971469971185756","view_count":140991,"bookmark_count":220,"created_at":1738008775000,"favorite_count":880,"quote_count":29,"reply_count":187,"retweet_count":132,"user_id_str":"1025381906173583361","conversation_id_str":"1883971469971185756","full_text":"Some Agent platforms that have already enabled DeepSeek access:\n\n@ai16zdao \n(#1 trending agent framework)\n\n@AskVenice $vvv \n(decentralized & private LLM platform)\n\n@arcdotfun \n(Solana / RIG devs are covered)\n\n@virtuals_io \n(By proxy of their framework API š¤Æ)\n\nRemind me why DeepSeek is bad for crypto AI again?\n\nThis is literally proving Web3ās superpower.\n\nOpen Source ftw.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980832340785184964","view_count":181144,"bookmark_count":105,"created_at":1761102206000,"favorite_count":818,"quote_count":7,"reply_count":90,"retweet_count":76,"user_id_str":"1025381906173583361","conversation_id_str":"1980832340785184964","full_text":"never seen the crypto market so exhausted.\n\nfeels like everyoneās been dragged through the wringer for 50% of the year, then given hope for a month before being nuked to below bear market prices. \n\nthen you look over at equities, AI and see a completely different story - people believing in crazy visions, shipping crazy shit (i watched a humanoid robot execute a perfect ballet pirouette today) talking about investing multiple bitcoin market caps into energy over the next few years.\n\nkinda makes you feel like the sleazy alley-dwelling salesman selling pocket watches out of his coat\n\nanyways the good news:\n\n- whoever tf is dumping btc is ultimately selling to stronger new hands (thank you Larry fink). The pensioners arenāt day trading. This is much needed maturity.\n\n- regulation is coming along as best we could hope. Coinbase acquiring a token launch pad and potentially offering compliant ICOs wouldāve sounded insane to me 3 years ago. But now we have Brian lobbying DC every quarter - pretty awesome.\n\n- we have multiple breakthroughs apps outside of stablecoins gaining global traction. Prediction markets, perps and blockchain ipos are going to be big instruments used across web2/3 going forwards. \n\nI donāt care if the days of āeverything up onlyā are gone - that was always going to happen. \n\nWhat matters now is if the industry chooses a slow death or finally breaks through.\n\nmy guess (and portfolio) is fully betting on the latter. Not going to sweat the short term.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,183],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/p4FylYPQRc","expanded_url":"https://x.com/cryptopunk7213/status/1873021067293327840/photo/1","id_str":"1873021062713159680","indices":[184,207],"media_key":"3_1873021062713159680","media_url_https":"https://pbs.twimg.com/media/Gf5Ou5vXsAAzwzl.jpg","type":"photo","url":"https://t.co/p4FylYPQRc","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":410,"y":1446,"h":75,"w":75}]},"medium":{"faces":[{"x":316,"y":1117,"h":57,"w":57}]},"small":{"faces":[{"x":179,"y":632,"h":32,"w":32}]},"orig":{"faces":[{"x":410,"y":1446,"h":75,"w":75}]}},"sizes":{"large":{"h":1553,"w":1179,"resize":"fit"},"medium":{"h":1200,"w":911,"resize":"fit"},"small":{"h":680,"w":516,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1553,"width":1179,"focus_rects":[{"x":0,"y":96,"w":1179,"h":660},{"x":0,"y":0,"w":1179,"h":1179},{"x":0,"y":0,"w":1179,"h":1344},{"x":0,"y":0,"w":777,"h":1553},{"x":0,"y":0,"w":1179,"h":1553}]},"media_results":{"result":{"media_key":"3_1873021062713159680"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851849397979480064","name":"ai16z 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Protocol","screen_name":"virtuals_io","indices":[66,78]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/p4FylYPQRc","expanded_url":"https://x.com/cryptopunk7213/status/1873021067293327840/photo/1","id_str":"1873021062713159680","indices":[184,207],"media_key":"3_1873021062713159680","media_url_https":"https://pbs.twimg.com/media/Gf5Ou5vXsAAzwzl.jpg","type":"photo","url":"https://t.co/p4FylYPQRc","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":410,"y":1446,"h":75,"w":75}]},"medium":{"faces":[{"x":316,"y":1117,"h":57,"w":57}]},"small":{"faces":[{"x":179,"y":632,"h":32,"w":32}]},"orig":{"faces":[{"x":410,"y":1446,"h":75,"w":75}]}},"sizes":{"large":{"h":1553,"w":1179,"resize":"fit"},"medium":{"h":1200,"w":911,"resize":"fit"},"small":{"h":680,"w":516,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1553,"width":1179,"focus_rects":[{"x":0,"y":96,"w":1179,"h":660},{"x":0,"y":0,"w":1179,"h":1179},{"x":0,"y":0,"w":1179,"h":1344},{"x":0,"y":0,"w":777,"h":1553},{"x":0,"y":0,"w":1179,"h":1553}]},"media_results":{"result":{"media_key":"3_1873021062713159680"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1873021067293327840","view_count":131406,"bookmark_count":85,"created_at":1735397996000,"favorite_count":797,"quote_count":25,"reply_count":90,"retweet_count":91,"user_id_str":"1025381906173583361","conversation_id_str":"1873021067293327840","full_text":"The market has spoken.\n\n@ai16zdao new aths sitting over $1.3B mc\n\n@virtuals_io mc just flipped Bittensor TAO\n\nAgentic protocols will be the L1 trade of this cycle.\n\nDo you see it yet?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987893973260652550","view_count":53580,"bookmark_count":135,"created_at":1762785831000,"favorite_count":781,"quote_count":10,"reply_count":43,"retweet_count":64,"user_id_str":"1025381906173583361","conversation_id_str":"1987893973260652550","full_text":"coinbase launching an ICO platform is all the evidence you need to know the CLARITY act is getting passed.\n\nlaunching a token used to be enough to send you to jail in the U.S. and now its about to be a legal instrument to raise capital, govern vast swathes of internet-native capitalists and return profits in the form of dividends / buy-backs. for anyone, anywhere in the world.\n\nthink many are under estimating what this means for the industry at large","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851849397979480064","name":"V2 Loading āāāāāāāā","screen_name":"ai16zdao","indices":[24,33]},{"id_str":"1851849397979480064","name":"V2 Loading āāāāāāāā","screen_name":"ai16zdao","indices":[24,33]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1867577914515996689","view_count":62038,"bookmark_count":166,"created_at":1734100247000,"favorite_count":770,"quote_count":14,"reply_count":84,"retweet_count":125,"user_id_str":"1025381906173583361","conversation_id_str":"1867577914515996689","full_text":"If youāre wondering why @ai16zdao is valued at $1B:\n\nTheir superpower isn't their framework ELIZA. \n\nIt's their ability to attract the top AI engineers to build on it\n\nwhich gives their ecosystem a higher probability of producing the next ground-breaking AI agent that breaks the internet.\n\nELIZA is the #1 trending Github repo in the world. \n\nOpen source development at its finest.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1438365197505232902","name":"Virtuals Protocol","screen_name":"virtuals_io","indices":[193,205]},{"id_str":"1849681919253925888","name":"zerebro","screen_name":"0xzerebro","indices":[212,222]},{"id_str":"1851849397979480064","name":"ai16z (Parody)","screen_name":"ai16zdao","indices":[266,275]},{"id_str":"1739708260293160960","name":"arc","screen_name":"arcdotfun","indices":[282,292]},{"id_str":"1438365197505232902","name":"Virtuals Protocol","screen_name":"virtuals_io","indices":[189,201]},{"id_str":"1849681919253925888","name":"zerebro","screen_name":"0xzerebro","indices":[204,214]},{"id_str":"1851849397979480064","name":"V2 Loading āāāāāāāā","screen_name":"ai16zdao","indices":[258,267]},{"id_str":"1739708260293160960","name":"arc","screen_name":"arcdotfun","indices":[270,280]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1874979559935717598","view_count":62437,"bookmark_count":352,"created_at":1735864937000,"favorite_count":701,"quote_count":15,"reply_count":78,"retweet_count":96,"user_id_str":"1025381906173583361","conversation_id_str":"1874979559935717598","full_text":"Some alpha,\n\nTheyāre 2 important agent trends you should be tracking.\n\nTREND 1: \n\n1-click-deploy-agents vs. Custom-built agents.\n\n&\n\nTREND 2: \n\nClosed-source vs. Open-source\n\nFor trend 1,\n\n@virtuals_io & @0xzerebro are going for the 1-click-deploy approach\n\n@ai16zdao & @arcdotfun going for the custom-build.\n\nBoth will yield novel agents.\n\nBut which ultimately wins?\n\n1-click-deploy has the advantage of flooding the market with agents.\n\nMuch easier to launch leading to\n\nQuicker market feedback, quicker iterationsā¦\n\nAgents get better, faster. \n\nBut quality is limited.\n\nWhich leads to 70-80% of the agents all looking & sounding the same.\n\nTeams can work around this by quickly enabling more platform features\n\nCustom-built agents on the other hand take longer to build but\n\ncan typically do more (see ELIZA plugins)\n\nWhich leads to more diverse & compelling agents.\n\nFor trend 2,\n\nVirtuals is the lead example of closed source. Code isnāt forkable (yet).\n\nDonāt think this is a bad thing.\n\nItās resulted in a simplified but rich experience, \n\nyou can build agents like you build characters in a video game.\n\nIssue is youāre limited by the teamās capacity to ship updates.\n\nVs. Teams like ai16z which have taken the open source route\n\nwhich means developers can improve / add new tools + integrations.\n\nat a rapid pace.\n\n(ELIZA has 48 plugins & counting)\n\nUltimately I think the thing that determines the winners of both trends is the quality of developers they attract.\n\nThe better the devs, the better quality agents.\n\nWhich means better apps ā> more investment ā> better tooling + economic prosperity\n\n& the cycle repeats.\n\nFollow the devs. \n\nFollow whatās being built.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"783214","name":"X","screen_name":"X","indices":[16,18]},{"id_str":"783214","name":"X","screen_name":"X","indices":[16,18]},{"id_str":"1748062675848888321","name":"Payments","screen_name":"XMoney","indices":[455,462]},{"id_str":"1849681919253925888","name":"zerebro","screen_name":"0xzerebro","indices":[529,539]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1876278174071328924","view_count":52799,"bookmark_count":92,"created_at":1736174550000,"favorite_count":697,"quote_count":21,"reply_count":95,"retweet_count":86,"user_id_str":"1025381906173583361","conversation_id_str":"1876278174071328924","full_text":"Iām calling it\n\n@X will be the leading platform for AI Agents.\n\n& crypto will lead the development + distribution of agents on X.\n\nThis is not a consensus take.\n\nIn fact, I think too many people have PTSD due to the attacks from the SEC over the last 4 years.\n\nBut theyāre yet to wake up to the fact we have the most pro-crypto US gov about to take over,\n\n& the most pro-AI people at the helm.\n\nMy guess is theyāll start with enabling crypto payments via @XMoney \n\nDonāt believe me?\n\nThis week SoundCloud, Spotify & Apple banned @0xzerebro music albums citing ābotted streamsā.\n\nX on the other hand has engineers DM-ing us asking how they can support.\n\nAt the end of the day, bloated corps that canāt envision how commerce, finance & social media will evolve will get left behind.\n\nAccelerate.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/qAzHLDtNMu","expanded_url":"https://x.com/cryptopunk7213/status/1889768219873099902/photo/1","id_str":"1889768211895205889","indices":[281,304],"media_key":"3_1889768211895205889","media_url_https":"https://pbs.twimg.com/media/GjnOLSHWwAEaNX-.jpg","type":"photo","url":"https://t.co/qAzHLDtNMu","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":805,"w":1199,"resize":"fit"},"medium":{"h":805,"w":1199,"resize":"fit"},"small":{"h":457,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":805,"width":1199,"focus_rects":[{"x":0,"y":0,"w":1199,"h":671},{"x":227,"y":0,"w":805,"h":805},{"x":276,"y":0,"w":706,"h":805},{"x":428,"y":0,"w":403,"h":805},{"x":0,"y":0,"w":1199,"h":805}]},"media_results":{"result":{"media_key":"3_1889768211895205889"}}},{"display_url":"pic.x.com/qAzHLDtNMu","expanded_url":"https://x.com/cryptopunk7213/status/1889768219873099902/photo/1","id_str":"1889768211890987008","indices":[281,304],"media_key":"3_1889768211890987008","media_url_https":"https://pbs.twimg.com/media/GjnOLSGWYAAd8F-.jpg","type":"photo","url":"https://t.co/qAzHLDtNMu","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":800,"w":1200,"resize":"fit"},"medium":{"h":800,"w":1200,"resize":"fit"},"small":{"h":453,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":800,"width":1200,"focus_rects":[{"x":0,"y":54,"w":1200,"h":672},{"x":400,"y":0,"w":800,"h":800},{"x":498,"y":0,"w":702,"h":800},{"x":790,"y":0,"w":400,"h":800},{"x":0,"y":0,"w":1200,"h":800}]},"media_results":{"result":{"media_key":"3_1889768211890987008"}}},{"display_url":"pic.x.com/qAzHLDtNMu","expanded_url":"https://x.com/cryptopunk7213/status/1889768219873099902/photo/1","id_str":"1889768211920322560","indices":[281,304],"media_key":"3_1889768211920322560","media_url_https":"https://pbs.twimg.com/media/GjnOLSNWAAAIz2J.jpg","type":"photo","url":"https://t.co/qAzHLDtNMu","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":678,"y":410,"h":98,"w":98}]},"medium":{"faces":[{"x":678,"y":410,"h":98,"w":98}]},"small":{"faces":[{"x":384,"y":232,"h":55,"w":55}]},"orig":{"faces":[{"x":678,"y":410,"h":98,"w":98}]}},"sizes":{"large":{"h":695,"w":1200,"resize":"fit"},"medium":{"h":695,"w":1200,"resize":"fit"},"small":{"h":394,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":695,"width":1200,"focus_rects":[{"x":0,"y":23,"w":1200,"h":672},{"x":163,"y":0,"w":695,"h":695},{"x":205,"y":0,"w":610,"h":695},{"x":336,"y":0,"w":348,"h":695},{"x":0,"y":0,"w":1200,"h":695}]},"media_results":{"result":{"media_key":"3_1889768211920322560"}}}],"symbols":[{"indices":[277,281],"text":"ARC"},{"indices":[342,346],"text":"ARC"},{"indices":[374,378],"text":"ARC"},{"indices":[277,281],"text":"ARC"},{"indices":[342,346],"text":"ARC"},{"indices":[374,378],"text":"ARC"}],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1739708260293160960","name":"arc","screen_name":"arcdotfun","indices":[11,21]},{"id_str":"1750870266752962561","name":"AskJimmy","screen_name":"askjimmy_ai","indices":[97,109]},{"id_str":"1739708260293160960","name":"arc","screen_name":"arcdotfun","indices":[11,21]},{"id_str":"1750870266752962561","name":"AskJimmy","screen_name":"askjimmy_ai","indices":[97,109]},{"id_str":"1446489618208067586","name":"Jupiter 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news!\n\n@arcdotfun just announced their Agent Launchpad FORGE \n\nalongside their first project @askjimmy_ai (ARC's AI-driven trading platform)\n\nQuick Highlights:\n\nARC FORGE \nLaunchpad for new tokens, geared for stronger liquidity & fair trading. Agent tokens are paired with $ARC pools.\n\n- ARC-centric routing means all trades flow through $ARC, capturing fees & lowering $ARC 's circulating supply.\n\n- Sniper Prevention via a clever Bonding Curve design. The launchpad imposes steeper prices on 1st-block, ensuring exploitative snipers are punished & fairer launch is achieved.\n\n- Deep liquidity via Meteora's DLMM design --> less slippage + price impact.\n\n- Buy tokens with ease via @JupiterExchange or any popular trading bot *immediately* after launch. \n\n- High-quality project launches instead of high-volumes of agent launches. \n\n1ST AGENT LAUNCH: JIMMY\n@askjimmy_ai is an AI-driven trading platform aiming to be the leading ecosystem for autonomous finance agents.\n\n- Launch goes live in 24 hrs. \n\n- Think of this like a multi-strategy hedge fund run by autonomous trading agents.\n\n- Will trade across *multiple* platforms such as @HyperliquidX @DriftProtocol & more\n\n- Revenue: A percentage of revenue generated from AskJimmy will flow back to ARC via buybacks.\n\n- Team has experience managing $1B AUM + contributions from 50+ quants.\n\n- You can build your own agent with these strategies too.\n\n- JIMMY token will serve as the utility and incentive layer that coordinates these agents, makes new strategies & rewards performance.\n\nOverall:\nFocus seems to be on \"high-quality agent\" launches over volume, a refreshing change in the land of slop-bots.\n\nAll eyes on how the launch goes tmrw, pumped to see progress in the sector like this.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}],"ctweets":[{"bookmarked":false,"display_text_range":[0,288],"entities":{"hashtags":[],"symbols":[{"indices":[3833,3838],"text":"AICC"}],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"968409515073794048","name":"Mark","screen_name":"markus9x","indices":[229,238]},{"id_str":"1588640103555014656","name":"āæ Ropirito (0commoDTE)","screen_name":"ropirito","indices":[245,254]},{"id_str":"968409515073794048","name":"Mark","screen_name":"markus9x","indices":[225,234]},{"id_str":"1588640103555014656","name":"āæ Ropirito (0commoDTE)","screen_name":"ropirito","indices":[237,246]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1878220814685712835","view_count":546051,"bookmark_count":265,"created_at":1736637712000,"favorite_count":975,"quote_count":81,"reply_count":454,"retweet_count":72,"user_id_str":"1025381906173583361","conversation_id_str":"1878220814685712835","full_text":"Incredibly tough day for me.\n\nProbably the lowest Iāve felt in a while.\n\nWanted to share some thoughts in the hope it helps the community understand where Iām coming from & how I can improve going forwards.\n\nWhen I first met @markus9x & @ropirito we were (and still very much are) curious geeks genuinely excited about the potential of Crypto AI.\n\nIn fact one of the first things I remember Rop saying on a call was \n\nāWhatever I make from my work Iām going to donate to open source AI devsā \n\nThatās when I knew I wanted to build something with him.\n\nFirst time I came across Mark was his educational tweets, & then in numerous discord groups \n\nHe was always trying his best to learn and help out.\n\nThatās when I knew I wanted to build something with him.\n\nFor me? I just want to be the best, quickest learner about things Iām passionate about & then teach it to others.\n\nThe result?\nI ended up in this niche yet exciting rabbit hole of crypto AI!\n\nThose of you whoāve watched me on Bankless AI Rollups hopefully see that.\n\nPersonally, Iāve never been about this KOL thing, said many times Iāve no interest in being one\n(I had 3K followers 3 months ago, this is all new to me)\n\nBut what I do value is people telling me that they were able to learn something cool and were inspired to build.\n\nTo me thatās worth it.\n\nThen one day Rop, Markus & I had an idea \n(in the midst of a 2 hour call figuring out how AI agent frameworks were going to evolve)\n\nWhy donāt we start a DAO?\n\nWe could bring like-minded people together.\n\nBuilders, ecosystem advocates, communities\n\nwho could collectively drive towards a vision of open source, decentralized AI.\n\nA world where agents are the largest consumers and users of blockchains,\nacross all ecosystems (Base, Solana, L2s etc).\n\nWe couldnāt shake the idea, we were going to do this.\n\nAround this time, AI DAOs (human-agent DAOS) were starting to come into their own. \n\nWe were put in touch with the Daos Fun team who shared the same excitement & said they would help.\n\nMark, Rop & I put our heads down and started to plan why & more importantly *how* this dao would be different.\n\nWe would be a hybrid investment & development DAO focused across multiple chains.\n\nInvesting & incubating the future leaders of the space. \n\nWithout prompting, Rop got to work designing an architecture that would help achieve our goal which spawned what will be our first Agent. \n\nWe were excited.\n\nNaturally word spread out and people started asking how they could get involved & help.\n\nWe were blown away by the response, people we looked up to & learned a lot from wanted to be involved & help.\n\nSpeaking transparently, I think this is where things started going awry\n\nWe got swept up in excitement and got ahead of ourselves without properly thinking through the structure & allocation process.\n\nThatās on us & Iām kicking myself for not slowing down. \n\nWe were just keen to get going & believe we have a set of advisors that will help us get there.\n\nWe also didnāt believe for a second things would get as crazy as it did.\n\nWe thought launching on a day markets were down was a good thing, \n\nweād have a slow start & scale with a bigger community over time (through airdrops, dao donations etc)\n\nBut things exploded so quickly & before we blinked, things had gotten out of hand. Thatās on us for not preparing accordingly.\n\nMoving Forward\n\nIt is my belief that Aiccelerate DAO will ultimately fulfil its vision.\n\nWhile this is a setback I donāt believe itās unresolvable.\n\nWe will learn, grow & accelerate forwards. Mark, Rop & I are determined.\n\nTo start:\n\n1. I will personally be donating a chunk of my own allo to the community. The rest will be put into vesting.\n\nIād be nowhere without all of you here teaching me new things every day.\n\n2. Aiccelerate DAO will conduct a wider community distribution of $AICC.\n\nThis will be a mixture of airdrops & donations to DAOs. \n\nDetails to follow.\n\nThank you to everyone whoās supported us so far.\n\nAiccelerate (more cautiously)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1873897187735986632","view_count":243188,"bookmark_count":547,"created_at":1735606879000,"favorite_count":2170,"quote_count":150,"reply_count":367,"retweet_count":347,"user_id_str":"1025381906173583361","conversation_id_str":"1873897187735986632","full_text":"Guys,\n\nAgents are going to be the #1 users of blockchains.\n\nNot humans.\n\nItās obvious once you see it.\n\nWe built an entirely new financial system from scratch,\n\nwhich runs on open source code & software rails.\n\nWho do you think is best suited to capitalise on that?\n\nA human who sleeps 8 hrs a day & will likely make errors over time?\n\nOr a literal machine-human hybrid thatās awake 24/7 & is birthed in code??\n\nAgents wonāt care about which chain it uses. \n\nThey wonāt care for tribalism.\n\nTheyāll care about the best path of execution.\n\nAgents wonāt care about transacting multiple different tokens to perform a task.\n\nTheyāll just do it.\n\n24/7.\n\nNo complaints.\n\nAgents will take crypto mainstream \n\nsimply because they make this stuff easier to interface with.\n\nTheyāll abstract away the dirty work.\n\nI predict agents will account for ~30% of all blockchain user transactions by end of 2025.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1891694162644185582","view_count":34296,"bookmark_count":33,"created_at":1739850009000,"favorite_count":561,"quote_count":11,"reply_count":217,"retweet_count":64,"user_id_str":"1025381906173583361","conversation_id_str":"1891694162644185582","full_text":"Feels like sentiment is the lowest itās been in a while. \n\nCrypto AI sector in the dumps, brutal.\n\nFeels like Iām shouting into the void a little tbh lol. \n\nYet AI mindshare is slowly creeping back up (37% vs. 32% last week)\n\nTeams are still working hard. Releasing things every week.\n\n& I canāt seem to shake the excitement I felt when this whole meta started.\n\nIt was also the first time I saw *other people* genuinely excited again.\n\nIt sparked that same energy we had around DeFi in the early crypto days \n\nWhen most people ābelieved in the techā\n\nI personally still think crypto AI will be the single-most important focus of this industry for the foreseeable future\n\n& itāll benefit from the inevitable realignment of this industry towards fundamentals (vs shit money grabs).\n\nUnironically, I think weāre (really) early.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,96],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/TruYXX5ZNU","expanded_url":"https://x.com/cryptopunk7213/status/1892065387463815491/photo/1","id_str":"1892065384515207168","indices":[97,120],"media_key":"3_1892065384515207168","media_url_https":"https://pbs.twimg.com/media/GkH3cU_XgAAihBR.jpg","type":"photo","url":"https://t.co/TruYXX5ZNU","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1648,"w":2048,"resize":"fit"},"medium":{"h":966,"w":1200,"resize":"fit"},"small":{"h":547,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1648,"width":2048,"focus_rects":[{"x":0,"y":501,"w":2048,"h":1147},{"x":400,"y":0,"w":1648,"h":1648},{"x":602,"y":0,"w":1446,"h":1648},{"x":1172,"y":0,"w":824,"h":1648},{"x":0,"y":0,"w":2048,"h":1648}]},"media_results":{"result":{"media_key":"3_1892065384515207168"}}},{"display_url":"pic.x.com/TruYXX5ZNU","expanded_url":"https://x.com/cryptopunk7213/status/1892065387463815491/photo/1","id_str":"1892065384510988288","indices":[97,120],"media_key":"3_1892065384510988288","media_url_https":"https://pbs.twimg.com/media/GkH3cU-XIAAfHwK.jpg","type":"photo","url":"https://t.co/TruYXX5ZNU","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1236,"w":2048,"resize":"fit"},"medium":{"h":724,"w":1200,"resize":"fit"},"small":{"h":410,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1236,"width":2048,"focus_rects":[{"x":0,"y":0,"w":2048,"h":1147},{"x":0,"y":0,"w":1236,"h":1236},{"x":0,"y":0,"w":1084,"h":1236},{"x":0,"y":0,"w":618,"h":1236},{"x":0,"y":0,"w":2048,"h":1236}]},"media_results":{"result":{"media_key":"3_1892065384510988288"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/TruYXX5ZNU","expanded_url":"https://x.com/cryptopunk7213/status/1892065387463815491/photo/1","id_str":"1892065384515207168","indices":[97,120],"media_key":"3_1892065384515207168","media_url_https":"https://pbs.twimg.com/media/GkH3cU_XgAAihBR.jpg","type":"photo","url":"https://t.co/TruYXX5ZNU","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1648,"w":2048,"resize":"fit"},"medium":{"h":966,"w":1200,"resize":"fit"},"small":{"h":547,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1648,"width":2048,"focus_rects":[{"x":0,"y":501,"w":2048,"h":1147},{"x":400,"y":0,"w":1648,"h":1648},{"x":602,"y":0,"w":1446,"h":1648},{"x":1172,"y":0,"w":824,"h":1648},{"x":0,"y":0,"w":2048,"h":1648}]},"media_results":{"result":{"media_key":"3_1892065384515207168"}}},{"display_url":"pic.x.com/TruYXX5ZNU","expanded_url":"https://x.com/cryptopunk7213/status/1892065387463815491/photo/1","id_str":"1892065384510988288","indices":[97,120],"media_key":"3_1892065384510988288","media_url_https":"https://pbs.twimg.com/media/GkH3cU-XIAAfHwK.jpg","type":"photo","url":"https://t.co/TruYXX5ZNU","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1236,"w":2048,"resize":"fit"},"medium":{"h":724,"w":1200,"resize":"fit"},"small":{"h":410,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1236,"width":2048,"focus_rects":[{"x":0,"y":0,"w":2048,"h":1147},{"x":0,"y":0,"w":1236,"h":1236},{"x":0,"y":0,"w":1084,"h":1236},{"x":0,"y":0,"w":618,"h":1236},{"x":0,"y":0,"w":2048,"h":1236}]},"media_results":{"result":{"media_key":"3_1892065384510988288"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1892065387463815491","view_count":19490,"bookmark_count":24,"created_at":1739938515000,"favorite_count":382,"quote_count":7,"reply_count":196,"retweet_count":44,"user_id_str":"1025381906173583361","conversation_id_str":"1892065387463815491","full_text":"When this market eventually flips bullish\n\nAI gets the bid.\n\n#1 narrative mindshare >1yr now. https://t.co/TruYXX5ZNU","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[118,122],"text":"vvv"},{"indices":[118,122],"text":"vvv"}],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1734397612386877440","name":"ai16zdao","screen_name":"ai16zdao","indices":[65,74]},{"id_str":"1764736490515685376","name":"Venice","screen_name":"AskVenice","indices":[107,117]},{"id_str":"1739708260293160960","name":"arc","screen_name":"arcdotfun","indices":[168,178]},{"id_str":"1438365197505232902","name":"Virtuals 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covered)\n\n@virtuals_io \n(By proxy of their framework API š¤Æ)\n\nRemind me why DeepSeek is bad for crypto AI again?\n\nThis is literally proving Web3ās superpower.\n\nOpen Source ftw.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1883739482953830695","view_count":166927,"bookmark_count":200,"created_at":1737953465000,"favorite_count":1755,"quote_count":44,"reply_count":166,"retweet_count":285,"user_id_str":"1025381906173583361","conversation_id_str":"1883739482953830695","full_text":"DeepSeek just accelerated all timelines.\n\nWe were settling into the āfactā this stuff was going to cost $100Bs to build,\n\nthat it was going to be closed source.\n\nMonopolised.\n\n& then DeepSeek outperformed all leading models at fraction of cost \n\nAnd open sourced the tech,\n\nNow any AI builder has access to the most powerful model.\n\nWhy is no one talking about how weāll see\n\n*much better agents*\n\nFat app thesis just got much more real.\n\nThis is great for open source AI.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1867882030006218752","name":"Aiccelerate","screen_name":"aicceleratedao","indices":[15,30]},{"id_str":"1588640103555014656","name":"āæ Ropirito (0commoDTE)","screen_name":"ropirito","indices":[41,50]},{"id_str":"968409515073794048","name":"Mark","screen_name":"markus9x","indices":[51,60]},{"id_str":"1867882030006218752","name":"Aiccelerate","screen_name":"aicceleratedao","indices":[15,30]},{"id_str":"1588640103555014656","name":"āæ Ropirito 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Now","screen_name":"karan4d","indices":[2199,2207]},{"id_str":"1460252469745782790","name":"0xJeff","screen_name":"Defi0xJeff","indices":[2208,2219]},{"id_str":"1171070902349520902","name":"kel xyz","screen_name":"kelxyz_","indices":[2220,2228]},{"id_str":"1360110264289357827","name":"Skely","screen_name":"123skely","indices":[2229,2238]},{"id_str":"1426732252768182281","name":"threadguy š","screen_name":"notthreadguy","indices":[2239,2252]},{"id_str":"780281883875651584","name":"jin","screen_name":"dankvr","indices":[2253,2260]},{"id_str":"3278627678","name":"Tachi","screen_name":"0thTachi","indices":[2261,2270]},{"id_str":"2215937899","name":"Tommy","screen_name":"Shaughnessy119","indices":[2271,2286]},{"id_str":"182119735","name":"Anil Lulla","screen_name":"anildelphi","indices":[2287,2298]},{"id_str":"981208355115974656","name":"DavidHoffman.eth š¦š","screen_name":"TrustlessState","indices":[2299,2314]},{"id_str":"14571055","name":"RYAN SĪAN ADAMS - rsa.eth š¦","screen_name":"RyanSAdams","indices":[2315,2326]},{"id_str":"2309465642","name":"Jason Zhao (ź§IPź§)","screen_name":"jasonjzhao","indices":[2327,2338]},{"id_str":"1361614361580642311","name":"baoskee (daos/acc)","screen_name":"baoskee","indices":[2339,2347]},{"id_str":"1651671740333060096","name":"jl","screen_name":"shiny_shiba_","indices":[2348,2361]},{"id_str":"457204731","name":"Marc Weinstein","screen_name":"WarcMeinstein","indices":[2362,2376]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1877363300616266083","view_count":45011,"bookmark_count":160,"created_at":1736433265000,"favorite_count":572,"quote_count":7,"reply_count":154,"retweet_count":74,"user_id_str":"1025381906173583361","conversation_id_str":"1877363300616266083","full_text":"I just started @aicceleratedao alongside @ropirito @markus9x \n\nOur goals are simple:\n\n1. Become the leading Crypto AI Investment & Development DAO across all ecosystems.\n\n2. Accelerate development of decentralized agentic AI to its fullest potential.\n\nWhy?\n\nWe believe the intersection of Crypto & agentic AI will be Cryptoās defining moment.\n\nAI & agents will 100x Cryptoās potential.\n\nItās of the utmost importance to us that dedicated stewards help mold, guide & shape this future. \n\nWe believe a DAO focused on this mission is one of the best ways to express that vision.\n\nAiccelerate isnāt just any DAO though.\n\nWe believe we have a unique composition that sets us up for success:\n\nTeam\n\nRop, Mark & I are nerds at heart.\n\nWe love Crypto AI (especially agents) & spend most of our time investing, learning & building here.\n\nOur backgrounds include having built agents, investing + building products in crypto >25 years collectively.\n\nAgent Incubator\n\nWeāve assembled a team of cracked engineers led by @ropirito (Nous Research),\n\nwho are building a team of agents + infrastructure that will serve crucial functions within the Crypto ecosystem. \n\nOur 1st agent will be a research agent built on ELIZA. \n\nIn the spirit of open source, the DAO will eventually look to make these agents publicly available for use - collectively pushing the space towards decentralized AGI. \n\nAccess\n\nWeāre fortunate enough to have worked with some amazing teams early on in their development,\n\nwhich has created an organic funnel & insight into some of the best humans (& agents) emerging to invest in.\n\nMulti-Ecosystem\n\nWe believe agents will flourish across all chains & ecosystems. \n\nTherefore this dao will invest in the best teams across all chains. \n\nOur DAO will be an index bet on the entire Crypto AI Agent sector.\n\nAdvisors\n\nFinally, to reflect our commitment of being multi-ecosystem, \n\nwe're proud to call some of the leading builders, investors, advocates & thought-leaders in the space our advisors. \n\nThey have pledged to help us push this space forwards as best we can. Together.\n\nThey include, in no particular order:\n\n@ethermage @shawmakesmagic @dabit3 @Rewkang @caseykcaruso @0xCygaar @S4mmyEth @karan4d @Defi0xJeff @kelxyz_ @123skely @notthreadguy @dankvr @0thTachi @Shaughnessy119 @anildelphi @TrustlessState @RyanSAdams @jasonjzhao @baoskee @shiny_shiba_ @WarcMeinstein \n\nIf you love our vision & want to get involved see our official tweet below.\n\nOnwards!","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1884097322579349672","view_count":49596,"bookmark_count":55,"created_at":1738038781000,"favorite_count":674,"quote_count":19,"reply_count":150,"retweet_count":111,"user_id_str":"1025381906173583361","conversation_id_str":"1884097322579349672","full_text":"Man, they really gave us the perfect setup for crypto AI\n\nFirst, U.S. president appoints a āAI & Crypto Czarā. \n\nThen he announces a $500B AI Fund.\n\n& now the best AI model is open sourced for next-to-nothing in costā¦\n\n.. by CHINA of all countries.\n\nWhich will spark a fuse resulting in the U.S. doubling down,\n\nproducing the greatest comeback in AI weāll ever see over the next decade\n\n& position open source, Crypto AI protocols as the largest beneficiaries.\n\nWhat a timeline.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1654900077453012992","name":"Holoworld AI","screen_name":"HoloworldAI","indices":[635,647]},{"id_str":"1855410611515281408","name":"pippinlovesyou","screen_name":"pippinlovesyou","indices":[649,664]},{"id_str":"1851730950566350850","name":"griffain","screen_name":"griffaindotcom","indices":[666,681]},{"id_str":"1739708260293160960","name":"arc","screen_name":"arcdotfun","indices":[683,693]},{"id_str":"1286491321583075329","name":"Hyperfy","screen_name":"hyperfy_io","indices":[695,706]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1879258434685554951","view_count":52489,"bookmark_count":148,"created_at":1736885100000,"favorite_count":368,"quote_count":9,"reply_count":145,"retweet_count":37,"user_id_str":"1025381906173583361","conversation_id_str":"1879258434685554951","full_text":"Just catching up on all things AI Agents,\n\nOne thing Iām excited to see is the proliferation of frameworks & platforms.\n\nWhat was once a category dominated by few, is now being challenged by many.\n\nI like this because it forces everyone to up their game\n\nWhich is net-net great for this sector.\n\nIt also means weāre likely close to unlocking the next major meta in terms of Agent Capabilities.\n\nTheyāre going to be able to do so much more than tweet or basic DeFi actions.\n\nImproved systems (memory, modularity, reasoning) & new tooling (e.g. spin up a virtual world) will create some whacky trends. \n\nProjects Iām keeping an eye on:\n\n@HoloworldAI \n@pippinlovesyou \n@griffaindotcom \n@arcdotfun \n@hyperfy_io \n\nLmk what Iāve missed!","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1438365197505232902","name":"Virtuals Protocol","screen_name":"virtuals_io","indices":[797,809]},{"id_str":"1851849397979480064","name":"V2 Loading āāāāāāāā","screen_name":"ai16zdao","indices":[879,888]},{"id_str":"1286491321583075329","name":"Hyperfy","screen_name":"hyperfy_io","indices":[913,924]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1880255106232312109","view_count":31318,"bookmark_count":70,"created_at":1737122725000,"favorite_count":347,"quote_count":18,"reply_count":145,"retweet_count":36,"user_id_str":"1025381906173583361","conversation_id_str":"1880255106232312109","full_text":"Think AI + gaming will be Web3 Gamingās breakthrough moment.\n\nI think the runaway game of this cycle will include:\n\nAI Agents + generative open worlds (MMORPG) + Social incentives + Ability to inflict damage\n\nAgents provide an interactive, choose-your-own storyline experience.\n\nAI-generated virtual worlds ensure the player experience is fresh & dynamic.\n\nOpen frameworks allow players access to new tools to socialise & transact.\n\nAbility to inflict damage creates an element of scarcity that hooks players.\n\nMy guess is weāll see *more* winners emerge from infra projects however,\n\nthe game apps that do well will dwarf any underlying infra (Fat App Thesis). \n\nI bet an open source, decentralized agent infra stack will enable it,\n\nOnboarding 100,000s of people into crypto at the same time. \n\n@virtuals_io leading the charge here with G.A.M.E + top partnerships (Illuvial).\n\n@ai16zdao integrating agents with @hyperfy_io for virtual worlds","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1851849397979480064","name":"V2 Loading āāāāāāāā","screen_name":"ai16zdao","indices":[474,483]},{"id_str":"1739708260293160960","name":"arc","screen_name":"arcdotfun","indices":[514,524]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1880074341196456222","view_count":33373,"bookmark_count":31,"created_at":1737079627000,"favorite_count":289,"quote_count":17,"reply_count":142,"retweet_count":13,"user_id_str":"1025381906173583361","conversation_id_str":"1880074341196456222","full_text":"Think building agents on a single chain is the wrong approach.\n\nYou want them to be able to function on *any chain*.\n\nThey should be able to traverse freely, \n\nautonomously interacting with other agents & digital assets to fulfil their objective. \n\nChoosing a single chain āfor developer communityā is old-school thinking.\n\nAgents arenāt going to care which chain they use.\n\nThe best communities will be multi-chain.\n\nAlready seeing this with some leading agent protocols \n\n@ai16zdao with multiple chain plug-ins\n\n@arcdotfun partnering with multiple chains.\n\nWho else?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1886619685463949559","view_count":22802,"bookmark_count":71,"created_at":1738640159000,"favorite_count":233,"quote_count":9,"reply_count":128,"retweet_count":15,"user_id_str":"1025381906173583361","conversation_id_str":"1886619685463949559","full_text":"Been chatting to a few folks about\n\nSwarms vs. Single Agents\n\nSpecifically:\n\nIs it better to use a swarm of agents to complete multiple tasks\n\nOR \n\na single agent that you engineer to do it all the tasks itself?\n\nWhy?\n\nIm trying to figure out if we need swarms or if we can just use a single agent to do many things.\n\nThe argument for Single Agent:\n\nYou can just do everything a swarm of agents in a *single agent* by\n\nmaking each swarm agentās function a separate logic for the single agent.\n\n Which means when an agent needs to tap into a different function (e.g analyse sentiment on twitter)\n\nIt can just access another part of its ābrainā to do so\n\nInstead of hitting up a separate agent.\n\nIt can just do all the different things itself.\n\nThe argument for Agent Swarms\n\nAt some point, it becomes inefficient for a single agent to process multiple functions for itself.\n\nInstead, hitting up individual agents, each focused on a niche function \n\nis a much better way to scale & coordinate around an objective.\n\nI also think swarms are kind of inevitable\n\nDifferent teams will build different agents to serve different functions \n\nThe same way we donāt just have one product/company per sector.\n\nOpen source + competition means we end up with an economy of agents.\n\nThe āsuccessā of this economy depends on how well these different agents work together to boost the āGDPā of that economy.\n\nConclusion\n\nUltimately I think we end with swarms, just by nature of a competitive, flourishing market.\n\nIf anyone has a clearer argument please share.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1862526525494706176","name":"AgentTank","screen_name":"AgentTankLive","indices":[582,596]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1879706901170077978","view_count":90079,"bookmark_count":88,"created_at":1736992023000,"favorite_count":427,"quote_count":20,"reply_count":122,"retweet_count":42,"user_id_str":"1025381906173583361","conversation_id_str":"1879706901170077978","full_text":"Probably a stupid take but what if\n\nAgents with the ability to browse & use a computer \n\nwas the actual unlock for autonomous Agentic activity?\n\nIāve no doubt frameworks + plug-ins is one solution but,\n\nIsnāt it easier if an agent can just do things the way a we do?\n\nJust log on to your computer, boot up the agent & it just browses and responds to emails for you, orders groceries etc?\n\nWith Anthropicās Claude LLM being able to do this already + OpenAI rumoured to enable this in their upcoming agent product \n\nI think most of us (including me) are unprepared for this outcome.\n\n@AgentTankLive seems to be the only one doing this within crypto atm I think.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1882075396436353109","view_count":47291,"bookmark_count":62,"created_at":1737556716000,"favorite_count":419,"quote_count":13,"reply_count":120,"retweet_count":50,"user_id_str":"1025381906173583361","conversation_id_str":"1882075396436353109","full_text":"Probably a hot take:\n\nI think branding AI agent platforms as ālayer 1sā *underplays* their potential.\n\nIf executed correctly, these platforms will be inter-woven across *all chains*.\n\nThat means no matter what chain an agents on - it just works.\n\nWhat value would you put on that?\n\nThe top L1s are worth $100Bs.\n\nāYeah but these L1s do much more than just AI stuffā\n\nIf agents end up being the main users (aka customers) of these chains (they will),\n\nthen donāt you think the frameworks / platforms & rails enabling them will be worth billions?\n\nImo agents end up creating & transacting the most value within the next 5 years.\n\nThe infrastructure that enables them will be worth a lot more that it is today.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1874101935353041056","view_count":107633,"bookmark_count":451,"created_at":1735655695000,"favorite_count":932,"quote_count":36,"reply_count":117,"retweet_count":180,"user_id_str":"1025381906173583361","conversation_id_str":"1874101935353041056","full_text":"Itās New Years Eve.\n\nHere are \n\n10 Predictions for Crypto Agents in 2025\n\n1. An AI Agent Platform will enter the top 10 Crypto by market cap ($35B+)\n\n2. A single agent will manage $1B+ AUM & hit a $4B+ market cap.\n\n3. Elon Musk announces he will make X the #1 platform to house consumer-friendly agents ā> explosion in crypto agent commerce.\n\n4. An Agent will feature on a song with a top 10 music artist. \n\n5. An Agent will rug its community for $100M+ (no human intervention) & creator sued by SEC.\n\n6. A NSFW agent will be a top 3 most profitable agent (fees earned).\n\n7. A Crypto Agent will autonomously create a viral video or movie & sell the IP rights for $1M+ \n\n8. Data becomes a core investment theme within Crypto AI as people realize the best performing agents require it.\n\n9. An Agent will autonomously execute a single trade which nets it $10M+, cementing its capability to outperform 99% of humans.\n\n10. An agent platform will earn $1B in fees by end of year.\n\nBONUS\n\nVolume of agent tokens traded on Base will exceed 50% of total volume traded.\n\nRegardless of what happens, Iām confident weāll continue to see rapid 0-1 innovation in the Crypto AI sector.\n\nThis is the most excited Iāve ever felt about a new meta \n\n& I remain overwhelmingly optimistic about the Crypto communityās ability to push our space forwards.\n\nHappy New Year!","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,286],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/tyi7OV7fnk","expanded_url":"https://x.com/cryptopunk7213/status/1877470189845172453/photo/1","id_str":"1877470053190316032","indices":[287,310],"media_key":"3_1877470053190316032","media_url_https":"https://pbs.twimg.com/media/Gg4dEOzXsAAFw9b.jpg","type":"photo","url":"https://t.co/tyi7OV7fnk","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":399,"y":133,"h":311,"w":311},{"x":791,"y":835,"h":423,"w":423}]},"medium":{"faces":[{"x":234,"y":78,"h":182,"w":182},{"x":464,"y":489,"h":248,"w":248}]},"small":{"faces":[{"x":132,"y":44,"h":103,"w":103},{"x":262,"y":277,"h":140,"w":140}]},"orig":{"faces":[{"x":546,"y":183,"h":426,"w":426},{"x":1082,"y":1142,"h":579,"w":579}]}},"sizes":{"large":{"h":1356,"w":2048,"resize":"fit"},"medium":{"h":794,"w":1200,"resize":"fit"},"small":{"h":450,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1852,"width":2798,"focus_rects":[{"x":0,"y":285,"w":2798,"h":1567},{"x":541,"y":0,"w":1852,"h":1852},{"x":655,"y":0,"w":1625,"h":1852},{"x":1004,"y":0,"w":926,"h":1852},{"x":0,"y":0,"w":2798,"h":1852}]},"media_results":{"result":{"media_key":"3_1877470053190316032"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1867882030006218752","name":"Aiccelerate","screen_name":"aicceleratedao","indices":[192,207]},{"id_str":"1867882030006218752","name":"Aiccelerate","screen_name":"aicceleratedao","indices":[180,195]},{"id_str":"968409515073794048","name":"Mark","screen_name":"markus9x","indices":[528,537]},{"id_str":"1588640103555014656","name":"āæ Ropirito (0commoDTE)","screen_name":"ropirito","indices":[538,547]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/tyi7OV7fnk","expanded_url":"https://x.com/cryptopunk7213/status/1877470189845172453/photo/1","id_str":"1877470053190316032","indices":[287,310],"media_key":"3_1877470053190316032","media_url_https":"https://pbs.twimg.com/media/Gg4dEOzXsAAFw9b.jpg","type":"photo","url":"https://t.co/tyi7OV7fnk","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":399,"y":133,"h":311,"w":311},{"x":791,"y":835,"h":423,"w":423}]},"medium":{"faces":[{"x":234,"y":78,"h":182,"w":182},{"x":464,"y":489,"h":248,"w":248}]},"small":{"faces":[{"x":132,"y":44,"h":103,"w":103},{"x":262,"y":277,"h":140,"w":140}]},"orig":{"faces":[{"x":546,"y":183,"h":426,"w":426},{"x":1082,"y":1142,"h":579,"w":579}]}},"sizes":{"large":{"h":1356,"w":2048,"resize":"fit"},"medium":{"h":794,"w":1200,"resize":"fit"},"small":{"h":450,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1852,"width":2798,"focus_rects":[{"x":0,"y":285,"w":2798,"h":1567},{"x":541,"y":0,"w":1852,"h":1852},{"x":655,"y":0,"w":1625,"h":1852},{"x":1004,"y":0,"w":926,"h":1852},{"x":0,"y":0,"w":2798,"h":1852}]},"media_results":{"result":{"media_key":"3_1877470053190316032"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1877470189845172453","view_count":23538,"bookmark_count":29,"created_at":1736458749000,"favorite_count":396,"quote_count":3,"reply_count":110,"retweet_count":32,"user_id_str":"1025381906173583361","conversation_id_str":"1877470189845172453","full_text":"The energy is high!\n\nWe've been on this call for 5 hrs now,\n\nworking through all your community requests & engagements!\n\nWe're overwhelmed & grateful for all the excitement & love @aicceleratedao has received so far\n\n(genuinely didn't think it would get this much attention, especially when markets are down)\n\nOur goal is to build something special here, that pushes the Decentralized Agentic AI space to it's peak.\n\nThe eagerness we're seeing from devs, ecosystem drivers & investors already is nuts.\n\nThank you. Aiccelerate.\n\n@markus9x @ropirito","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}],"activities":{"nreplies":[{"label":"2025-10-22","value":12,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[0,50],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980649408992809035","quoted_status_permalink":{"url":"https://t.co/FWrAwGE25j","expanded":"https://twitter.com/DegenerateNews/status/1980649408992809035","display":"x.com/DegenerateNewsā¦"},"retweeted":false,"fact_check":null,"id":"1980662166949859665","view_count":3714,"bookmark_count":0,"created_at":1761061634000,"favorite_count":19,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980662166949859665","full_text":"about to see the same lines outside gold 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begin the gold-to-bitcoin rotation. https://t.co/Q42FtiZ7su","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,55],"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":"1980655552012406784","view_count":307,"bookmark_count":0,"created_at":1761060057000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980653675665322109","full_text":"@sama im about to get a new favourite browser aren't i?","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1980653675665322109","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":137,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980832340785184964","view_count":181144,"bookmark_count":105,"created_at":1761102206000,"favorite_count":818,"quote_count":7,"reply_count":90,"retweet_count":76,"user_id_str":"1025381906173583361","conversation_id_str":"1980832340785184964","full_text":"never seen the crypto market so exhausted.\n\nfeels like everyoneās been dragged through the wringer for 50% of the year, then given hope for a month before being nuked to below bear market prices. \n\nthen you look over at equities, AI and see a completely different story - people believing in crazy visions, shipping crazy shit (i watched a humanoid robot execute a perfect ballet pirouette today) talking about investing multiple bitcoin market caps into energy over the next few years.\n\nkinda makes you feel like the sleazy alley-dwelling salesman selling pocket watches out of his coat\n\nanyways the good news:\n\n- whoever tf is dumping btc is ultimately selling to stronger new hands (thank you Larry fink). The pensioners arenāt day trading. This is much needed maturity.\n\n- regulation is coming along as best we could hope. Coinbase acquiring a token launch pad and potentially offering compliant ICOs wouldāve sounded insane to me 3 years ago. But now we have Brian lobbying DC every quarter - pretty awesome.\n\n- we have multiple breakthroughs apps outside of stablecoins gaining global traction. Prediction markets, perps and blockchain ipos are going to be big instruments used across web2/3 going forwards. \n\nI donāt care if the days of āeverything up onlyā are gone - that was always going to happen. \n\nWhat matters now is if the industry chooses a slow death or finally breaks through.\n\nmy guess (and portfolio) is fully betting on the latter. Not going to sweat the short term.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980987948154990736","view_count":3090,"bookmark_count":0,"created_at":1761139306000,"favorite_count":22,"quote_count":0,"reply_count":11,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980987948154990736","full_text":"quick thoughts on all the new ai browsers:\n\n- its a regular browser + chatbot that follows you wherever you go. its like clippy's genius older brother. \n\n- the \"AI agent mode\" (the only reason you'd use these browsers) is slow, cumbersome and can't really do anything beyond book you a dinner (takes 3 times as long)\n\n- for research its good but like... i'll just use the chatgpt tab i have open in chrome?\n\n- need the browser memory to be utilized more. i want to open my browser in the morning and my ai has opened a few tabs with things it KNOWS i want to read.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,11],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980967856444502256","quoted_status_permalink":{"url":"https://t.co/qwN8Hp1kZh","expanded":"https://twitter.com/zerohedge/status/1980967856444502256","display":"x.com/zerohedge/statā¦"},"retweeted":false,"fact_check":null,"id":"1980994483987812745","view_count":4106,"bookmark_count":2,"created_at":1761140864000,"favorite_count":17,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980994483987812745","full_text":"Yann LeGone","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981036592392274387","quoted_status_permalink":{"url":"https://t.co/mMGCs4SeSL","expanded":"https://twitter.com/WatcherGuru/status/1981036592392274387","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1981041367368253908","view_count":3175,"bookmark_count":1,"created_at":1761152042000,"favorite_count":23,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981041367368253908","full_text":"yo what is going on? CZ on an aggressive play to win back retail confidence in BNB? \n\nFirst Coinbase, today Robinhood and poly","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981066173576773821","view_count":8957,"bookmark_count":3,"created_at":1761157956000,"favorite_count":50,"quote_count":2,"reply_count":16,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981066173576773821","full_text":"binance hate is peaking on the timeline\n\n\"binance caused the crash\"\n\n\"binance dumping spot btc\"\n\n\"cz needs to go to jail\"\n\nwithout commenting on any of these individually (i've no idea) gut tells me we're reaching the bottom of whatever the f*ck this is.\n\neither you bet binance dies here, loses the #1 exchange spot or they make a comeback and everyones shilling BNB euphoria a couple months from now\n\nidk what the answer is but they are active with BNB listings 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one.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":35,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981082375741137358","quoted_status_permalink":{"url":"https://t.co/FEaMJClDEw","expanded":"https://twitter.com/NathieVR/status/1981082375741137358","display":"x.com/NathieVR/statuā¦"},"retweeted":false,"fact_check":null,"id":"1981177753081717189","view_count":7635,"bookmark_count":10,"created_at":1761184559000,"favorite_count":89,"quote_count":3,"reply_count":10,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1981177753081717189","full_text":"lmao\n\namazon using smart glasses under the guise of āproductivityā while collecting data that will train the 400,000 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pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno 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exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":70,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":5,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":19,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + 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There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. 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Dm me a screenshot and I gotchu (sora code)","in_reply_to_user_id_str":"1509257058687885321","in_reply_to_status_id_str":"1983104972872204731","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":49,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983347295492948021","view_count":23932,"bookmark_count":10,"created_at":1761701818000,"favorite_count":133,"quote_count":2,"reply_count":28,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1983347295492948021","full_text":"the biggest winner of today is Microsoft.\n\ntheir stake in OpenAI is now worth $137bn = 27% stake (higher than the non-profit foundation!)\n\nnot bad for a $13bn investment.\n\nthey also retain all openAI research IP until 2032 (or until AGI is 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the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":8,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":51,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular communications & internet connectivity which will also double up as a distributed data center for training AI?!\n\nsoon these trucks will be moving around autonomously transporting pieces of spaceships that will then be offloaded and fitted together by a fleet of humanoid robots that launch you into space.\n\nJust insane levels of planning and execution on an equally insane master 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. Sundar needs to be studied.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":13,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985390056111256011","view_count":3697,"bookmark_count":3,"created_at":1762188850000,"favorite_count":32,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1985390056111256011","full_text":"price action this year tells us crypto markets have become very efficient in counter trading sentiment. \n\nOutside of pockets of outperformance, 99% of alts, whether they earn billions of revenue or represent a picture of a dog - have underperformed.\n\nthe consistent trend has been: if everyoneās screaming bullish on the timeline about it itās going to dump.\n\nIn previous cycles these dumps would be delayed. Delusion would last longer in the markets and your coin would 10X\n\nnow thereās:\n\n- too many coins \n- not enough new inspiring use metas\n- exhausted, battered crypto traders \n\nthe sad silver lining is this exhaustion comes right as the entire industry will start to settle and exit its adolescence phase\n\n10/10 will forever be a reminder that most alt books lack depth. Stronger alts in turn will gather deeper liquidity.\n\nframeworks will legitimise the pseudo-equity nature of tokens.\n\nGood founders will be rewarded for hard work and punished for pump / dump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,100],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985207085521674601","quoted_status_permalink":{"url":"https://t.co/7zZsmnH0uG","expanded":"https://twitter.com/elonmusk/status/1985207085521674601","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1985372198610346122","view_count":3149,"bookmark_count":0,"created_at":1762184593000,"favorite_count":13,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985372198610346122","full_text":"how long until grok can read all of my bookmarked folders so it personalises around those interests?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,71],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1261374810254454784","name":"Aidan McLaughlin","screen_name":"aidan_mclau","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"aidan_mclau","lang":"en","retweeted":false,"fact_check":null,"id":"1985307671650845071","view_count":103,"bookmark_count":0,"created_at":1762169208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985162971916759486","full_text":"@aidan_mclau this deserves more likes (saying this as a backpack hater)","in_reply_to_user_id_str":"1261374810254454784","in_reply_to_status_id_str":"1985162971916759486","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":35,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985772320049545568","view_count":9471,"bookmark_count":29,"created_at":1762279989000,"favorite_count":163,"quote_count":1,"reply_count":16,"retweet_count":6,"user_id_str":"1025381906173583361","conversation_id_str":"1985772320049545568","full_text":"this has undeniably been the toughest year to trade crypto. Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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the guy from The Big Short is short the richest company in the world ( $NVIDIA ) citing theres \"too much gpu supply\" despite demand being over-subscribed 3-5X at 100% utilization\n\nmeanwhile these neocloud stocks are going parabolic\n\nlooks like the real alt season was AI stocks all along","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988291789124735473","view_count":2986,"bookmark_count":4,"created_at":1762880677000,"favorite_count":39,"quote_count":0,"reply_count":7,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988291789124735473","full_text":"> the roaring 20's (AI & Crypto booming with real rev + demand) but everyone's psyoped into thinking we're in a 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so often i am reminded how numb crypto has made me https://t.co/7vez3oYM31","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[154,161],"text":"NVIDIA"},{"indices":[154,161],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988629214103236993","view_count":5534,"bookmark_count":28,"created_at":1762961126000,"favorite_count":38,"quote_count":1,"reply_count":10,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988629214103236993","full_text":"brain-dumping everything going on in AI right now:\n\n1. people fighting over ai bubble bursting\n\nmichael burry (the big short guy) is short $200M worth of $NVIDIA stock (probably more now), softbank just dumped $5.8B of nvidia stock and a bunch of ai cloud service providers saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":8,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":1,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":26,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":71,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. Where Iām not certain of is their delivery speed - main reason why their stock dumped recently is because of the core scientific partner delaying the build of a data center. But seems like Leopold thinks itās a non-issue","in_reply_to_user_id_str":"1457820179208052736","in_reply_to_status_id_str":"1990792843078893771","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"223921570","name":"s4mmy","screen_name":"0xSammy","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xSammy","lang":"en","retweeted":false,"fact_check":null,"id":"1990824664457687438","view_count":1812,"bookmark_count":0,"created_at":1763484562000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@0xSammy Gotchu","in_reply_to_user_id_str":"223921570","in_reply_to_status_id_str":"1990822730367729683","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-20","value":19,"startTime":1763510400000,"endTime":1763596800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990845589958123730","quoted_status_permalink":{"url":"https://t.co/LHtsiiB5ws","expanded":"https://twitter.com/airkatakana/status/1990845589958123730","display":"x.com/airkatakana/stā¦"},"retweeted":false,"fact_check":null,"id":"1991128076164399452","view_count":4715,"bookmark_count":4,"created_at":1763556901000,"favorite_count":38,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1991128076164399452","full_text":"- sergey returned (founder mode)\n\n- google has the richest most diverse data sets\n\n- no reliance on nvidia + 100Bs cash = they can go hard on the training infra\n\n- meta has zero experience training / building AI ML systems and has had to spend billions even trying to close the gap (failing so far).","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1991047706488471808","quoted_status_permalink":{"display":"x.com/wongmjane/statā¦","expanded":"https://twitter.com/wongmjane/status/1991047706488471808","url":"https://t.co/lj9GR7JSwv"},"retweeted":false,"fact_check":null,"id":"1991233025527488844","view_count":1417,"bookmark_count":4,"created_at":1763581923000,"favorite_count":13,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991233025527488844","full_text":"coinbase launching stocks was inevitable\n\nthey HAVE to compete with robinhood to become the #1 place to trade any asset\n\ndoesnāt matter if its prediction markets, memecoins or niche pharmaceutical stocks\n\nthis isnāt just about crypto anymore itās about finance 2.0\n\nimo they have several big advantages\n\n1. their new ICO platform will eventually morph into a stock IPO platform\n\n2. entire team is crypto native which will undoubtedly be the skill set needed to win against boomer tradfi rails\n\nvery bullish","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[{"indices":[188,195],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1991255076774478108","view_count":6342,"bookmark_count":0,"created_at":1763587180000,"favorite_count":19,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991255076774478108","full_text":"aināt no way NVIDIA fumbles earnings today after jensenās public humiliation with the gemini 3 launch\n\nnew state-of-the-art model (by a wide margin) trained entirely on Googleās own TPUs\n\n$NVIDIA down 5% this week while Google up\n\nheās going to want to pump those numbers","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"809191427645181952","name":"Flood","screen_name":"ThinkingUSD","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"ThinkingUSD","lang":"en","retweeted":false,"fact_check":null,"id":"1990969801448263957","view_count":1690,"bookmark_count":0,"created_at":1763519165000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@ThinkingUSD It primarily dumped because Core Scientific is delayed on delivering the 250MW they promised this year. Iām guessing he isnāt investing 400M without playing a role in changing that outcome.","in_reply_to_user_id_str":"809191427645181952","in_reply_to_status_id_str":"1990914077795778935","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-21","value":0,"startTime":1763596800000,"endTime":1763683200000,"tweets":[]}],"nbookmarks":[{"label":"2025-10-22","value":1,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[0,50],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980649408992809035","quoted_status_permalink":{"url":"https://t.co/FWrAwGE25j","expanded":"https://twitter.com/DegenerateNews/status/1980649408992809035","display":"x.com/DegenerateNewsā¦"},"retweeted":false,"fact_check":null,"id":"1980662166949859665","view_count":3714,"bookmark_count":0,"created_at":1761061634000,"favorite_count":19,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980662166949859665","full_text":"about to see the same lines outside gold exchanges","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,43],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/Q42FtiZ7su","expanded_url":"https://x.com/cryptopunk7213/status/1980666747805135108/photo/1","id_str":"1980666725940006914","indices":[44,67],"media_key":"3_1980666725940006914","media_url_https":"https://pbs.twimg.com/media/G3y95KoXEAIIgC8.jpg","type":"photo","url":"https://t.co/Q42FtiZ7su","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":313,"y":204,"h":509,"w":509}]},"medium":{"faces":[{"x":301,"y":196,"h":490,"w":490}]},"small":{"faces":[{"x":170,"y":111,"h":277,"w":277}]},"orig":{"faces":[{"x":313,"y":204,"h":509,"w":509}]}},"sizes":{"large":{"h":845,"w":1246,"resize":"fit"},"medium":{"h":814,"w":1200,"resize":"fit"},"small":{"h":461,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":845,"width":1246,"focus_rects":[{"x":0,"y":118,"w":1246,"h":698},{"x":232,"y":0,"w":845,"h":845},{"x":284,"y":0,"w":741,"h":845},{"x":443,"y":0,"w":423,"h":845},{"x":0,"y":0,"w":1246,"h":845}]},"media_results":{"result":{"media_key":"3_1980666725940006914"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/Q42FtiZ7su","expanded_url":"https://x.com/cryptopunk7213/status/1980666747805135108/photo/1","id_str":"1980666725940006914","indices":[44,67],"media_key":"3_1980666725940006914","media_url_https":"https://pbs.twimg.com/media/G3y95KoXEAIIgC8.jpg","type":"photo","url":"https://t.co/Q42FtiZ7su","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":313,"y":204,"h":509,"w":509}]},"medium":{"faces":[{"x":301,"y":196,"h":490,"w":490}]},"small":{"faces":[{"x":170,"y":111,"h":277,"w":277}]},"orig":{"faces":[{"x":313,"y":204,"h":509,"w":509}]}},"sizes":{"large":{"h":845,"w":1246,"resize":"fit"},"medium":{"h":814,"w":1200,"resize":"fit"},"small":{"h":461,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":845,"width":1246,"focus_rects":[{"x":0,"y":118,"w":1246,"h":698},{"x":232,"y":0,"w":845,"h":845},{"x":284,"y":0,"w":741,"h":845},{"x":443,"y":0,"w":423,"h":845},{"x":0,"y":0,"w":1246,"h":845}]},"media_results":{"result":{"media_key":"3_1980666725940006914"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1980611567197528314","quoted_status_permalink":{"url":"https://t.co/K0PHqUx3Ss","expanded":"https://twitter.com/DeItaone/status/1980611567197528314","display":"x.com/DeItaone/statuā¦"},"retweeted":false,"fact_check":null,"id":"1980666747805135108","view_count":7177,"bookmark_count":1,"created_at":1761062726000,"favorite_count":49,"quote_count":0,"reply_count":5,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1980666747805135108","full_text":"jarvis, begin the gold-to-bitcoin rotation. https://t.co/Q42FtiZ7su","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,55],"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":"1980655552012406784","view_count":307,"bookmark_count":0,"created_at":1761060057000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980653675665322109","full_text":"@sama im about to get a new favourite browser aren't i?","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1980653675665322109","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":123,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980832340785184964","view_count":181144,"bookmark_count":105,"created_at":1761102206000,"favorite_count":818,"quote_count":7,"reply_count":90,"retweet_count":76,"user_id_str":"1025381906173583361","conversation_id_str":"1980832340785184964","full_text":"never seen the crypto market so exhausted.\n\nfeels like everyoneās been dragged through the wringer for 50% of the year, then given hope for a month before being nuked to below bear market prices. \n\nthen you look over at equities, AI and see a completely different story - people believing in crazy visions, shipping crazy shit (i watched a humanoid robot execute a perfect ballet pirouette today) talking about investing multiple bitcoin market caps into energy over the next few years.\n\nkinda makes you feel like the sleazy alley-dwelling salesman selling pocket watches out of his coat\n\nanyways the good news:\n\n- whoever tf is dumping btc is ultimately selling to stronger new hands (thank you Larry fink). The pensioners arenāt day trading. This is much needed maturity.\n\n- regulation is coming along as best we could hope. Coinbase acquiring a token launch pad and potentially offering compliant ICOs wouldāve sounded insane to me 3 years ago. But now we have Brian lobbying DC every quarter - pretty awesome.\n\n- we have multiple breakthroughs apps outside of stablecoins gaining global traction. Prediction markets, perps and blockchain ipos are going to be big instruments used across web2/3 going forwards. \n\nI donāt care if the days of āeverything up onlyā are gone - that was always going to happen. \n\nWhat matters now is if the industry chooses a slow death or finally breaks through.\n\nmy guess (and portfolio) is fully betting on the latter. Not going to sweat the short term.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980987948154990736","view_count":3090,"bookmark_count":0,"created_at":1761139306000,"favorite_count":22,"quote_count":0,"reply_count":11,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980987948154990736","full_text":"quick thoughts on all the new ai browsers:\n\n- its a regular browser + chatbot that follows you wherever you go. its like clippy's genius older brother. \n\n- the \"AI agent mode\" (the only reason you'd use these browsers) is slow, cumbersome and can't really do anything beyond book you a dinner (takes 3 times as long)\n\n- for research its good but like... i'll just use the chatgpt tab i have open in chrome?\n\n- need the browser memory to be utilized more. i want to open my browser in the morning and my ai has opened a few tabs with things it KNOWS i want to read.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,11],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980967856444502256","quoted_status_permalink":{"url":"https://t.co/qwN8Hp1kZh","expanded":"https://twitter.com/zerohedge/status/1980967856444502256","display":"x.com/zerohedge/statā¦"},"retweeted":false,"fact_check":null,"id":"1980994483987812745","view_count":4106,"bookmark_count":2,"created_at":1761140864000,"favorite_count":17,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980994483987812745","full_text":"Yann LeGone","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981036592392274387","quoted_status_permalink":{"url":"https://t.co/mMGCs4SeSL","expanded":"https://twitter.com/WatcherGuru/status/1981036592392274387","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1981041367368253908","view_count":3175,"bookmark_count":1,"created_at":1761152042000,"favorite_count":23,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981041367368253908","full_text":"yo what is going on? CZ on an aggressive play to win back retail confidence in BNB? \n\nFirst Coinbase, today Robinhood and poly","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981066173576773821","view_count":8957,"bookmark_count":3,"created_at":1761157956000,"favorite_count":50,"quote_count":2,"reply_count":16,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981066173576773821","full_text":"binance hate is peaking on the timeline\n\n\"binance caused the crash\"\n\n\"binance dumping spot btc\"\n\n\"cz needs to go to jail\"\n\nwithout commenting on any of these individually (i've no idea) gut tells me we're reaching the bottom of whatever the f*ck this is.\n\neither you bet binance dies here, loses the #1 exchange spot or they make a comeback and everyones shilling BNB euphoria a couple months from now\n\nidk what the answer is but they are active with BNB listings 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one.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":12,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981082375741137358","quoted_status_permalink":{"url":"https://t.co/FEaMJClDEw","expanded":"https://twitter.com/NathieVR/status/1981082375741137358","display":"x.com/NathieVR/statuā¦"},"retweeted":false,"fact_check":null,"id":"1981177753081717189","view_count":7635,"bookmark_count":10,"created_at":1761184559000,"favorite_count":89,"quote_count":3,"reply_count":10,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1981177753081717189","full_text":"lmao\n\namazon using smart glasses under the guise of āproductivityā while collecting data that will train the 400,000 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pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno 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exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":40,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":2,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":5,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + 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There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. 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Dm me a screenshot and I gotchu (sora code)","in_reply_to_user_id_str":"1509257058687885321","in_reply_to_status_id_str":"1983104972872204731","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":27,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983347295492948021","view_count":23932,"bookmark_count":10,"created_at":1761701818000,"favorite_count":133,"quote_count":2,"reply_count":28,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1983347295492948021","full_text":"the biggest winner of today is Microsoft.\n\ntheir stake in OpenAI is now worth $137bn = 27% stake (higher than the non-profit foundation!)\n\nnot bad for a $13bn investment.\n\nthey also retain all openAI research IP until 2032 (or until AGI is 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the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":77,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular communications & internet connectivity which will also double up as a distributed data center for training AI?!\n\nsoon these trucks will be moving around autonomously transporting pieces of spaceships that will then be offloaded and fitted together by a fleet of humanoid robots that launch you into space.\n\nJust insane levels of planning and execution on an equally insane master 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. Sundar needs to be studied.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":3,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985390056111256011","view_count":3697,"bookmark_count":3,"created_at":1762188850000,"favorite_count":32,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1985390056111256011","full_text":"price action this year tells us crypto markets have become very efficient in counter trading sentiment. \n\nOutside of pockets of outperformance, 99% of alts, whether they earn billions of revenue or represent a picture of a dog - have underperformed.\n\nthe consistent trend has been: if everyoneās screaming bullish on the timeline about it itās going to dump.\n\nIn previous cycles these dumps would be delayed. Delusion would last longer in the markets and your coin would 10X\n\nnow thereās:\n\n- too many coins \n- not enough new inspiring use metas\n- exhausted, battered crypto traders \n\nthe sad silver lining is this exhaustion comes right as the entire industry will start to settle and exit its adolescence phase\n\n10/10 will forever be a reminder that most alt books lack depth. Stronger alts in turn will gather deeper liquidity.\n\nframeworks will legitimise the pseudo-equity nature of tokens.\n\nGood founders will be rewarded for hard work and punished for pump / dump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,100],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985207085521674601","quoted_status_permalink":{"url":"https://t.co/7zZsmnH0uG","expanded":"https://twitter.com/elonmusk/status/1985207085521674601","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1985372198610346122","view_count":3149,"bookmark_count":0,"created_at":1762184593000,"favorite_count":13,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985372198610346122","full_text":"how long until grok can read all of my bookmarked folders so it personalises around those interests?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,71],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1261374810254454784","name":"Aidan McLaughlin","screen_name":"aidan_mclau","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"aidan_mclau","lang":"en","retweeted":false,"fact_check":null,"id":"1985307671650845071","view_count":103,"bookmark_count":0,"created_at":1762169208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985162971916759486","full_text":"@aidan_mclau this deserves more likes (saying this as a backpack hater)","in_reply_to_user_id_str":"1261374810254454784","in_reply_to_status_id_str":"1985162971916759486","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":30,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985772320049545568","view_count":9471,"bookmark_count":29,"created_at":1762279989000,"favorite_count":163,"quote_count":1,"reply_count":16,"retweet_count":6,"user_id_str":"1025381906173583361","conversation_id_str":"1985772320049545568","full_text":"this has undeniably been the toughest year to trade crypto. Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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the guy from The Big Short is short the richest company in the world ( $NVIDIA ) citing theres \"too much gpu supply\" despite demand being over-subscribed 3-5X at 100% utilization\n\nmeanwhile these neocloud stocks are going parabolic\n\nlooks like the real alt season was AI stocks all along","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988291789124735473","view_count":2986,"bookmark_count":4,"created_at":1762880677000,"favorite_count":39,"quote_count":0,"reply_count":7,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988291789124735473","full_text":"> the roaring 20's (AI & Crypto booming with real rev + demand) but everyone's psyoped into thinking we're in a 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so often i am reminded how numb crypto has made me https://t.co/7vez3oYM31","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[154,161],"text":"NVIDIA"},{"indices":[154,161],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988629214103236993","view_count":5534,"bookmark_count":28,"created_at":1762961126000,"favorite_count":38,"quote_count":1,"reply_count":10,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988629214103236993","full_text":"brain-dumping everything going on in AI right now:\n\n1. people fighting over ai bubble bursting\n\nmichael burry (the big short guy) is short $200M worth of $NVIDIA stock (probably more now), softbank just dumped $5.8B of nvidia stock and a bunch of ai cloud service providers saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":4,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"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":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":8,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":872,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. Where Iām not certain of is their delivery speed - main reason why their stock dumped recently is because of the core scientific partner delaying the build of a data center. But seems like Leopold thinks itās a non-issue","in_reply_to_user_id_str":"1457820179208052736","in_reply_to_status_id_str":"1990792843078893771","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"223921570","name":"s4mmy","screen_name":"0xSammy","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xSammy","lang":"en","retweeted":false,"fact_check":null,"id":"1990824664457687438","view_count":1812,"bookmark_count":0,"created_at":1763484562000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@0xSammy Gotchu","in_reply_to_user_id_str":"223921570","in_reply_to_status_id_str":"1990822730367729683","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-20","value":8,"startTime":1763510400000,"endTime":1763596800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990845589958123730","quoted_status_permalink":{"url":"https://t.co/LHtsiiB5ws","expanded":"https://twitter.com/airkatakana/status/1990845589958123730","display":"x.com/airkatakana/stā¦"},"retweeted":false,"fact_check":null,"id":"1991128076164399452","view_count":4715,"bookmark_count":4,"created_at":1763556901000,"favorite_count":38,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1991128076164399452","full_text":"- sergey returned (founder mode)\n\n- google has the richest most diverse data sets\n\n- no reliance on nvidia + 100Bs cash = they can go hard on the training infra\n\n- meta has zero experience training / building AI ML systems and has had to spend billions even trying to close the gap (failing so far).","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1991047706488471808","quoted_status_permalink":{"display":"x.com/wongmjane/statā¦","expanded":"https://twitter.com/wongmjane/status/1991047706488471808","url":"https://t.co/lj9GR7JSwv"},"retweeted":false,"fact_check":null,"id":"1991233025527488844","view_count":1417,"bookmark_count":4,"created_at":1763581923000,"favorite_count":13,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991233025527488844","full_text":"coinbase launching stocks was inevitable\n\nthey HAVE to compete with robinhood to become the #1 place to trade any asset\n\ndoesnāt matter if its prediction markets, memecoins or niche pharmaceutical stocks\n\nthis isnāt just about crypto anymore itās about finance 2.0\n\nimo they have several big advantages\n\n1. their new ICO platform will eventually morph into a stock IPO platform\n\n2. entire team is crypto native which will undoubtedly be the skill set needed to win against boomer tradfi rails\n\nvery bullish","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[{"indices":[188,195],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1991255076774478108","view_count":6342,"bookmark_count":0,"created_at":1763587180000,"favorite_count":19,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991255076774478108","full_text":"aināt no way NVIDIA fumbles earnings today after jensenās public humiliation with the gemini 3 launch\n\nnew state-of-the-art model (by a wide margin) trained entirely on Googleās own TPUs\n\n$NVIDIA down 5% this week while Google up\n\nheās going to want to pump those numbers","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"809191427645181952","name":"Flood","screen_name":"ThinkingUSD","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"ThinkingUSD","lang":"en","retweeted":false,"fact_check":null,"id":"1990969801448263957","view_count":1690,"bookmark_count":0,"created_at":1763519165000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@ThinkingUSD It primarily dumped because Core Scientific is delayed on delivering the 250MW they promised this year. Iām guessing he isnāt investing 400M without playing a role in changing that outcome.","in_reply_to_user_id_str":"809191427645181952","in_reply_to_status_id_str":"1990914077795778935","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-21","value":0,"startTime":1763596800000,"endTime":1763683200000,"tweets":[]}],"nretweets":[{"label":"2025-10-22","value":4,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[0,50],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980649408992809035","quoted_status_permalink":{"url":"https://t.co/FWrAwGE25j","expanded":"https://twitter.com/DegenerateNews/status/1980649408992809035","display":"x.com/DegenerateNewsā¦"},"retweeted":false,"fact_check":null,"id":"1980662166949859665","view_count":3714,"bookmark_count":0,"created_at":1761061634000,"favorite_count":19,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980662166949859665","full_text":"about to see the same lines outside gold exchanges","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,43],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/Q42FtiZ7su","expanded_url":"https://x.com/cryptopunk7213/status/1980666747805135108/photo/1","id_str":"1980666725940006914","indices":[44,67],"media_key":"3_1980666725940006914","media_url_https":"https://pbs.twimg.com/media/G3y95KoXEAIIgC8.jpg","type":"photo","url":"https://t.co/Q42FtiZ7su","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":313,"y":204,"h":509,"w":509}]},"medium":{"faces":[{"x":301,"y":196,"h":490,"w":490}]},"small":{"faces":[{"x":170,"y":111,"h":277,"w":277}]},"orig":{"faces":[{"x":313,"y":204,"h":509,"w":509}]}},"sizes":{"large":{"h":845,"w":1246,"resize":"fit"},"medium":{"h":814,"w":1200,"resize":"fit"},"small":{"h":461,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":845,"width":1246,"focus_rects":[{"x":0,"y":118,"w":1246,"h":698},{"x":232,"y":0,"w":845,"h":845},{"x":284,"y":0,"w":741,"h":845},{"x":443,"y":0,"w":423,"h":845},{"x":0,"y":0,"w":1246,"h":845}]},"media_results":{"result":{"media_key":"3_1980666725940006914"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/Q42FtiZ7su","expanded_url":"https://x.com/cryptopunk7213/status/1980666747805135108/photo/1","id_str":"1980666725940006914","indices":[44,67],"media_key":"3_1980666725940006914","media_url_https":"https://pbs.twimg.com/media/G3y95KoXEAIIgC8.jpg","type":"photo","url":"https://t.co/Q42FtiZ7su","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":313,"y":204,"h":509,"w":509}]},"medium":{"faces":[{"x":301,"y":196,"h":490,"w":490}]},"small":{"faces":[{"x":170,"y":111,"h":277,"w":277}]},"orig":{"faces":[{"x":313,"y":204,"h":509,"w":509}]}},"sizes":{"large":{"h":845,"w":1246,"resize":"fit"},"medium":{"h":814,"w":1200,"resize":"fit"},"small":{"h":461,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":845,"width":1246,"focus_rects":[{"x":0,"y":118,"w":1246,"h":698},{"x":232,"y":0,"w":845,"h":845},{"x":284,"y":0,"w":741,"h":845},{"x":443,"y":0,"w":423,"h":845},{"x":0,"y":0,"w":1246,"h":845}]},"media_results":{"result":{"media_key":"3_1980666725940006914"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1980611567197528314","quoted_status_permalink":{"url":"https://t.co/K0PHqUx3Ss","expanded":"https://twitter.com/DeItaone/status/1980611567197528314","display":"x.com/DeItaone/statuā¦"},"retweeted":false,"fact_check":null,"id":"1980666747805135108","view_count":7177,"bookmark_count":1,"created_at":1761062726000,"favorite_count":49,"quote_count":0,"reply_count":5,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1980666747805135108","full_text":"jarvis, begin the gold-to-bitcoin rotation. https://t.co/Q42FtiZ7su","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,55],"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":"1980655552012406784","view_count":307,"bookmark_count":0,"created_at":1761060057000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980653675665322109","full_text":"@sama im about to get a new favourite browser aren't i?","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1980653675665322109","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":81,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980832340785184964","view_count":181144,"bookmark_count":105,"created_at":1761102206000,"favorite_count":818,"quote_count":7,"reply_count":90,"retweet_count":76,"user_id_str":"1025381906173583361","conversation_id_str":"1980832340785184964","full_text":"never seen the crypto market so exhausted.\n\nfeels like everyoneās been dragged through the wringer for 50% of the year, then given hope for a month before being nuked to below bear market prices. \n\nthen you look over at equities, AI and see a completely different story - people believing in crazy visions, shipping crazy shit (i watched a humanoid robot execute a perfect ballet pirouette today) talking about investing multiple bitcoin market caps into energy over the next few years.\n\nkinda makes you feel like the sleazy alley-dwelling salesman selling pocket watches out of his coat\n\nanyways the good news:\n\n- whoever tf is dumping btc is ultimately selling to stronger new hands (thank you Larry fink). The pensioners arenāt day trading. This is much needed maturity.\n\n- regulation is coming along as best we could hope. Coinbase acquiring a token launch pad and potentially offering compliant ICOs wouldāve sounded insane to me 3 years ago. But now we have Brian lobbying DC every quarter - pretty awesome.\n\n- we have multiple breakthroughs apps outside of stablecoins gaining global traction. Prediction markets, perps and blockchain ipos are going to be big instruments used across web2/3 going forwards. \n\nI donāt care if the days of āeverything up onlyā are gone - that was always going to happen. \n\nWhat matters now is if the industry chooses a slow death or finally breaks through.\n\nmy guess (and portfolio) is fully betting on the latter. Not going to sweat the short term.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980987948154990736","view_count":3090,"bookmark_count":0,"created_at":1761139306000,"favorite_count":22,"quote_count":0,"reply_count":11,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980987948154990736","full_text":"quick thoughts on all the new ai browsers:\n\n- its a regular browser + chatbot that follows you wherever you go. its like clippy's genius older brother. \n\n- the \"AI agent mode\" (the only reason you'd use these browsers) is slow, cumbersome and can't really do anything beyond book you a dinner (takes 3 times as long)\n\n- for research its good but like... i'll just use the chatgpt tab i have open in chrome?\n\n- need the browser memory to be utilized more. i want to open my browser in the morning and my ai has opened a few tabs with things it KNOWS i want to read.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,11],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980967856444502256","quoted_status_permalink":{"url":"https://t.co/qwN8Hp1kZh","expanded":"https://twitter.com/zerohedge/status/1980967856444502256","display":"x.com/zerohedge/statā¦"},"retweeted":false,"fact_check":null,"id":"1980994483987812745","view_count":4106,"bookmark_count":2,"created_at":1761140864000,"favorite_count":17,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980994483987812745","full_text":"Yann LeGone","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981036592392274387","quoted_status_permalink":{"url":"https://t.co/mMGCs4SeSL","expanded":"https://twitter.com/WatcherGuru/status/1981036592392274387","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1981041367368253908","view_count":3175,"bookmark_count":1,"created_at":1761152042000,"favorite_count":23,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981041367368253908","full_text":"yo what is going on? CZ on an aggressive play to win back retail confidence in BNB? \n\nFirst Coinbase, today Robinhood and poly","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981066173576773821","view_count":8957,"bookmark_count":3,"created_at":1761157956000,"favorite_count":50,"quote_count":2,"reply_count":16,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981066173576773821","full_text":"binance hate is peaking on the timeline\n\n\"binance caused the crash\"\n\n\"binance dumping spot btc\"\n\n\"cz needs to go to jail\"\n\nwithout commenting on any of these individually (i've no idea) gut tells me we're reaching the bottom of whatever the f*ck this is.\n\neither you bet binance dies here, loses the #1 exchange spot or they make a comeback and everyones shilling BNB euphoria a couple months from now\n\nidk what the answer is but they are active with BNB listings 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one.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":10,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981082375741137358","quoted_status_permalink":{"url":"https://t.co/FEaMJClDEw","expanded":"https://twitter.com/NathieVR/status/1981082375741137358","display":"x.com/NathieVR/statuā¦"},"retweeted":false,"fact_check":null,"id":"1981177753081717189","view_count":7635,"bookmark_count":10,"created_at":1761184559000,"favorite_count":89,"quote_count":3,"reply_count":10,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1981177753081717189","full_text":"lmao\n\namazon using smart glasses under the guise of āproductivityā while collecting data that will train the 400,000 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pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno 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exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":16,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":1,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + 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There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. 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Dm me a screenshot and I gotchu (sora code)","in_reply_to_user_id_str":"1509257058687885321","in_reply_to_status_id_str":"1983104972872204731","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":14,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983347295492948021","view_count":23932,"bookmark_count":10,"created_at":1761701818000,"favorite_count":133,"quote_count":2,"reply_count":28,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1983347295492948021","full_text":"the biggest winner of today is Microsoft.\n\ntheir stake in OpenAI is now worth $137bn = 27% stake (higher than the non-profit foundation!)\n\nnot bad for a $13bn investment.\n\nthey also retain all openAI research IP until 2032 (or until AGI is 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the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":1,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":21,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. Sundar needs to be studied.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":2,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985390056111256011","view_count":3697,"bookmark_count":3,"created_at":1762188850000,"favorite_count":32,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1985390056111256011","full_text":"price action this year tells us crypto markets have become very efficient in counter trading sentiment. \n\nOutside of pockets of outperformance, 99% of alts, whether they earn billions of revenue or represent a picture of a dog - have underperformed.\n\nthe consistent trend has been: if everyoneās screaming bullish on the timeline about it itās going to dump.\n\nIn previous cycles these dumps would be delayed. Delusion would last longer in the markets and your coin would 10X\n\nnow thereās:\n\n- too many coins \n- not enough new inspiring use metas\n- exhausted, battered crypto traders \n\nthe sad silver lining is this exhaustion comes right as the entire industry will start to settle and exit its adolescence phase\n\n10/10 will forever be a reminder that most alt books lack depth. Stronger alts in turn will gather deeper liquidity.\n\nframeworks will legitimise the pseudo-equity nature of tokens.\n\nGood founders will be rewarded for hard work and punished for pump / dump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,100],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985207085521674601","quoted_status_permalink":{"url":"https://t.co/7zZsmnH0uG","expanded":"https://twitter.com/elonmusk/status/1985207085521674601","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1985372198610346122","view_count":3149,"bookmark_count":0,"created_at":1762184593000,"favorite_count":13,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985372198610346122","full_text":"how long until grok can read all of my bookmarked folders so it personalises around those interests?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,71],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1261374810254454784","name":"Aidan McLaughlin","screen_name":"aidan_mclau","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"aidan_mclau","lang":"en","retweeted":false,"fact_check":null,"id":"1985307671650845071","view_count":103,"bookmark_count":0,"created_at":1762169208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985162971916759486","full_text":"@aidan_mclau this deserves more likes (saying this as a backpack hater)","in_reply_to_user_id_str":"1261374810254454784","in_reply_to_status_id_str":"1985162971916759486","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":6,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985772320049545568","view_count":9471,"bookmark_count":29,"created_at":1762279989000,"favorite_count":163,"quote_count":1,"reply_count":16,"retweet_count":6,"user_id_str":"1025381906173583361","conversation_id_str":"1985772320049545568","full_text":"this has undeniably been the toughest year to trade crypto. Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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the guy from The Big Short is short the richest company in the world ( $NVIDIA ) citing theres \"too much gpu supply\" despite demand being over-subscribed 3-5X at 100% utilization\n\nmeanwhile these neocloud stocks are going parabolic\n\nlooks like the real alt season was AI stocks all along","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988291789124735473","view_count":2986,"bookmark_count":4,"created_at":1762880677000,"favorite_count":39,"quote_count":0,"reply_count":7,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988291789124735473","full_text":"> the roaring 20's (AI & Crypto booming with real rev + demand) but everyone's psyoped into thinking we're in a 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so often i am reminded how numb crypto has made me https://t.co/7vez3oYM31","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[154,161],"text":"NVIDIA"},{"indices":[154,161],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988629214103236993","view_count":5534,"bookmark_count":28,"created_at":1762961126000,"favorite_count":38,"quote_count":1,"reply_count":10,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988629214103236993","full_text":"brain-dumping everything going on in AI right now:\n\n1. people fighting over ai bubble bursting\n\nmichael burry (the big short guy) is short $200M worth of $NVIDIA stock (probably more now), softbank just dumped $5.8B of nvidia stock and a bunch of ai cloud service providers saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":2,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"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":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":1,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":47,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. Where Iām not certain of is their delivery speed - main reason why their stock dumped recently is because of the core scientific partner delaying the build of a data center. But seems like Leopold thinks itās a non-issue","in_reply_to_user_id_str":"1457820179208052736","in_reply_to_status_id_str":"1990792843078893771","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"223921570","name":"s4mmy","screen_name":"0xSammy","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xSammy","lang":"en","retweeted":false,"fact_check":null,"id":"1990824664457687438","view_count":1812,"bookmark_count":0,"created_at":1763484562000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@0xSammy Gotchu","in_reply_to_user_id_str":"223921570","in_reply_to_status_id_str":"1990822730367729683","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-20","value":1,"startTime":1763510400000,"endTime":1763596800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990845589958123730","quoted_status_permalink":{"url":"https://t.co/LHtsiiB5ws","expanded":"https://twitter.com/airkatakana/status/1990845589958123730","display":"x.com/airkatakana/stā¦"},"retweeted":false,"fact_check":null,"id":"1991128076164399452","view_count":4715,"bookmark_count":4,"created_at":1763556901000,"favorite_count":38,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1991128076164399452","full_text":"- sergey returned (founder mode)\n\n- google has the richest most diverse data sets\n\n- no reliance on nvidia + 100Bs cash = they can go hard on the training infra\n\n- meta has zero experience training / building AI ML systems and has had to spend billions even trying to close the gap (failing so far).","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1991047706488471808","quoted_status_permalink":{"display":"x.com/wongmjane/statā¦","expanded":"https://twitter.com/wongmjane/status/1991047706488471808","url":"https://t.co/lj9GR7JSwv"},"retweeted":false,"fact_check":null,"id":"1991233025527488844","view_count":1417,"bookmark_count":4,"created_at":1763581923000,"favorite_count":13,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991233025527488844","full_text":"coinbase launching stocks was inevitable\n\nthey HAVE to compete with robinhood to become the #1 place to trade any asset\n\ndoesnāt matter if its prediction markets, memecoins or niche pharmaceutical stocks\n\nthis isnāt just about crypto anymore itās about finance 2.0\n\nimo they have several big advantages\n\n1. their new ICO platform will eventually morph into a stock IPO platform\n\n2. entire team is crypto native which will undoubtedly be the skill set needed to win against boomer tradfi rails\n\nvery bullish","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[{"indices":[188,195],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1991255076774478108","view_count":6342,"bookmark_count":0,"created_at":1763587180000,"favorite_count":19,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991255076774478108","full_text":"aināt no way NVIDIA fumbles earnings today after jensenās public humiliation with the gemini 3 launch\n\nnew state-of-the-art model (by a wide margin) trained entirely on Googleās own TPUs\n\n$NVIDIA down 5% this week while Google up\n\nheās going to want to pump those numbers","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"809191427645181952","name":"Flood","screen_name":"ThinkingUSD","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"ThinkingUSD","lang":"en","retweeted":false,"fact_check":null,"id":"1990969801448263957","view_count":1690,"bookmark_count":0,"created_at":1763519165000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@ThinkingUSD It primarily dumped because Core Scientific is delayed on delivering the 250MW they promised this year. Iām guessing he isnāt investing 400M without playing a role in changing that outcome.","in_reply_to_user_id_str":"809191427645181952","in_reply_to_status_id_str":"1990914077795778935","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-21","value":0,"startTime":1763596800000,"endTime":1763683200000,"tweets":[]}],"nlikes":[{"label":"2025-10-22","value":71,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[0,50],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980649408992809035","quoted_status_permalink":{"url":"https://t.co/FWrAwGE25j","expanded":"https://twitter.com/DegenerateNews/status/1980649408992809035","display":"x.com/DegenerateNewsā¦"},"retweeted":false,"fact_check":null,"id":"1980662166949859665","view_count":3714,"bookmark_count":0,"created_at":1761061634000,"favorite_count":19,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980662166949859665","full_text":"about to see the same lines outside gold exchanges","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,43],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/Q42FtiZ7su","expanded_url":"https://x.com/cryptopunk7213/status/1980666747805135108/photo/1","id_str":"1980666725940006914","indices":[44,67],"media_key":"3_1980666725940006914","media_url_https":"https://pbs.twimg.com/media/G3y95KoXEAIIgC8.jpg","type":"photo","url":"https://t.co/Q42FtiZ7su","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":313,"y":204,"h":509,"w":509}]},"medium":{"faces":[{"x":301,"y":196,"h":490,"w":490}]},"small":{"faces":[{"x":170,"y":111,"h":277,"w":277}]},"orig":{"faces":[{"x":313,"y":204,"h":509,"w":509}]}},"sizes":{"large":{"h":845,"w":1246,"resize":"fit"},"medium":{"h":814,"w":1200,"resize":"fit"},"small":{"h":461,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":845,"width":1246,"focus_rects":[{"x":0,"y":118,"w":1246,"h":698},{"x":232,"y":0,"w":845,"h":845},{"x":284,"y":0,"w":741,"h":845},{"x":443,"y":0,"w":423,"h":845},{"x":0,"y":0,"w":1246,"h":845}]},"media_results":{"result":{"media_key":"3_1980666725940006914"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/Q42FtiZ7su","expanded_url":"https://x.com/cryptopunk7213/status/1980666747805135108/photo/1","id_str":"1980666725940006914","indices":[44,67],"media_key":"3_1980666725940006914","media_url_https":"https://pbs.twimg.com/media/G3y95KoXEAIIgC8.jpg","type":"photo","url":"https://t.co/Q42FtiZ7su","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":313,"y":204,"h":509,"w":509}]},"medium":{"faces":[{"x":301,"y":196,"h":490,"w":490}]},"small":{"faces":[{"x":170,"y":111,"h":277,"w":277}]},"orig":{"faces":[{"x":313,"y":204,"h":509,"w":509}]}},"sizes":{"large":{"h":845,"w":1246,"resize":"fit"},"medium":{"h":814,"w":1200,"resize":"fit"},"small":{"h":461,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":845,"width":1246,"focus_rects":[{"x":0,"y":118,"w":1246,"h":698},{"x":232,"y":0,"w":845,"h":845},{"x":284,"y":0,"w":741,"h":845},{"x":443,"y":0,"w":423,"h":845},{"x":0,"y":0,"w":1246,"h":845}]},"media_results":{"result":{"media_key":"3_1980666725940006914"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1980611567197528314","quoted_status_permalink":{"url":"https://t.co/K0PHqUx3Ss","expanded":"https://twitter.com/DeItaone/status/1980611567197528314","display":"x.com/DeItaone/statuā¦"},"retweeted":false,"fact_check":null,"id":"1980666747805135108","view_count":7177,"bookmark_count":1,"created_at":1761062726000,"favorite_count":49,"quote_count":0,"reply_count":5,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1980666747805135108","full_text":"jarvis, begin the gold-to-bitcoin rotation. https://t.co/Q42FtiZ7su","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,55],"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":"1980655552012406784","view_count":307,"bookmark_count":0,"created_at":1761060057000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980653675665322109","full_text":"@sama im about to get a new favourite browser aren't i?","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1980653675665322109","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":966,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980832340785184964","view_count":181144,"bookmark_count":105,"created_at":1761102206000,"favorite_count":818,"quote_count":7,"reply_count":90,"retweet_count":76,"user_id_str":"1025381906173583361","conversation_id_str":"1980832340785184964","full_text":"never seen the crypto market so exhausted.\n\nfeels like everyoneās been dragged through the wringer for 50% of the year, then given hope for a month before being nuked to below bear market prices. \n\nthen you look over at equities, AI and see a completely different story - people believing in crazy visions, shipping crazy shit (i watched a humanoid robot execute a perfect ballet pirouette today) talking about investing multiple bitcoin market caps into energy over the next few years.\n\nkinda makes you feel like the sleazy alley-dwelling salesman selling pocket watches out of his coat\n\nanyways the good news:\n\n- whoever tf is dumping btc is ultimately selling to stronger new hands (thank you Larry fink). The pensioners arenāt day trading. This is much needed maturity.\n\n- regulation is coming along as best we could hope. Coinbase acquiring a token launch pad and potentially offering compliant ICOs wouldāve sounded insane to me 3 years ago. But now we have Brian lobbying DC every quarter - pretty awesome.\n\n- we have multiple breakthroughs apps outside of stablecoins gaining global traction. Prediction markets, perps and blockchain ipos are going to be big instruments used across web2/3 going forwards. \n\nI donāt care if the days of āeverything up onlyā are gone - that was always going to happen. \n\nWhat matters now is if the industry chooses a slow death or finally breaks through.\n\nmy guess (and portfolio) is fully betting on the latter. Not going to sweat the short term.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980987948154990736","view_count":3090,"bookmark_count":0,"created_at":1761139306000,"favorite_count":22,"quote_count":0,"reply_count":11,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980987948154990736","full_text":"quick thoughts on all the new ai browsers:\n\n- its a regular browser + chatbot that follows you wherever you go. its like clippy's genius older brother. \n\n- the \"AI agent mode\" (the only reason you'd use these browsers) is slow, cumbersome and can't really do anything beyond book you a dinner (takes 3 times as long)\n\n- for research its good but like... i'll just use the chatgpt tab i have open in chrome?\n\n- need the browser memory to be utilized more. i want to open my browser in the morning and my ai has opened a few tabs with things it KNOWS i want to read.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,11],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980967856444502256","quoted_status_permalink":{"url":"https://t.co/qwN8Hp1kZh","expanded":"https://twitter.com/zerohedge/status/1980967856444502256","display":"x.com/zerohedge/statā¦"},"retweeted":false,"fact_check":null,"id":"1980994483987812745","view_count":4106,"bookmark_count":2,"created_at":1761140864000,"favorite_count":17,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980994483987812745","full_text":"Yann LeGone","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981036592392274387","quoted_status_permalink":{"url":"https://t.co/mMGCs4SeSL","expanded":"https://twitter.com/WatcherGuru/status/1981036592392274387","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1981041367368253908","view_count":3175,"bookmark_count":1,"created_at":1761152042000,"favorite_count":23,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981041367368253908","full_text":"yo what is going on? CZ on an aggressive play to win back retail confidence in BNB? \n\nFirst Coinbase, today Robinhood and poly","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981066173576773821","view_count":8957,"bookmark_count":3,"created_at":1761157956000,"favorite_count":50,"quote_count":2,"reply_count":16,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981066173576773821","full_text":"binance hate is peaking on the timeline\n\n\"binance caused the crash\"\n\n\"binance dumping spot btc\"\n\n\"cz needs to go to jail\"\n\nwithout commenting on any of these individually (i've no idea) gut tells me we're reaching the bottom of whatever the f*ck this is.\n\neither you bet binance dies here, loses the #1 exchange spot or they make a comeback and everyones shilling BNB euphoria a couple months from now\n\nidk what the answer is but they are active with BNB listings 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one.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":180,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981082375741137358","quoted_status_permalink":{"url":"https://t.co/FEaMJClDEw","expanded":"https://twitter.com/NathieVR/status/1981082375741137358","display":"x.com/NathieVR/statuā¦"},"retweeted":false,"fact_check":null,"id":"1981177753081717189","view_count":7635,"bookmark_count":10,"created_at":1761184559000,"favorite_count":89,"quote_count":3,"reply_count":10,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1981177753081717189","full_text":"lmao\n\namazon using smart glasses under the guise of āproductivityā while collecting data that will train the 400,000 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pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno 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exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":297,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":15,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":63,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + 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There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. 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Dm me a screenshot and I gotchu (sora code)","in_reply_to_user_id_str":"1509257058687885321","in_reply_to_status_id_str":"1983104972872204731","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":227,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983347295492948021","view_count":23932,"bookmark_count":10,"created_at":1761701818000,"favorite_count":133,"quote_count":2,"reply_count":28,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1983347295492948021","full_text":"the biggest winner of today is Microsoft.\n\ntheir stake in OpenAI is now worth $137bn = 27% stake (higher than the non-profit foundation!)\n\nnot bad for a $13bn investment.\n\nthey also retain all openAI research IP until 2032 (or until AGI is 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the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":39,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":254,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular communications & internet connectivity which will also double up as a distributed data center for training AI?!\n\nsoon these trucks will be moving around autonomously transporting pieces of spaceships that will then be offloaded and fitted together by a fleet of humanoid robots that launch you into space.\n\nJust insane levels of planning and execution on an equally insane master 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. Sundar needs to be studied.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":45,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985390056111256011","view_count":3697,"bookmark_count":3,"created_at":1762188850000,"favorite_count":32,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1985390056111256011","full_text":"price action this year tells us crypto markets have become very efficient in counter trading sentiment. \n\nOutside of pockets of outperformance, 99% of alts, whether they earn billions of revenue or represent a picture of a dog - have underperformed.\n\nthe consistent trend has been: if everyoneās screaming bullish on the timeline about it itās going to dump.\n\nIn previous cycles these dumps would be delayed. Delusion would last longer in the markets and your coin would 10X\n\nnow thereās:\n\n- too many coins \n- not enough new inspiring use metas\n- exhausted, battered crypto traders \n\nthe sad silver lining is this exhaustion comes right as the entire industry will start to settle and exit its adolescence phase\n\n10/10 will forever be a reminder that most alt books lack depth. Stronger alts in turn will gather deeper liquidity.\n\nframeworks will legitimise the pseudo-equity nature of tokens.\n\nGood founders will be rewarded for hard work and punished for pump / dump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,100],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985207085521674601","quoted_status_permalink":{"url":"https://t.co/7zZsmnH0uG","expanded":"https://twitter.com/elonmusk/status/1985207085521674601","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1985372198610346122","view_count":3149,"bookmark_count":0,"created_at":1762184593000,"favorite_count":13,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985372198610346122","full_text":"how long until grok can read all of my bookmarked folders so it personalises around those interests?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,71],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1261374810254454784","name":"Aidan McLaughlin","screen_name":"aidan_mclau","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"aidan_mclau","lang":"en","retweeted":false,"fact_check":null,"id":"1985307671650845071","view_count":103,"bookmark_count":0,"created_at":1762169208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985162971916759486","full_text":"@aidan_mclau this deserves more likes (saying this as a backpack hater)","in_reply_to_user_id_str":"1261374810254454784","in_reply_to_status_id_str":"1985162971916759486","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":219,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985772320049545568","view_count":9471,"bookmark_count":29,"created_at":1762279989000,"favorite_count":163,"quote_count":1,"reply_count":16,"retweet_count":6,"user_id_str":"1025381906173583361","conversation_id_str":"1985772320049545568","full_text":"this has undeniably been the toughest year to trade crypto. Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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the guy from The Big Short is short the richest company in the world ( $NVIDIA ) citing theres \"too much gpu supply\" despite demand being over-subscribed 3-5X at 100% utilization\n\nmeanwhile these neocloud stocks are going parabolic\n\nlooks like the real alt season was AI stocks all along","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988291789124735473","view_count":2986,"bookmark_count":4,"created_at":1762880677000,"favorite_count":39,"quote_count":0,"reply_count":7,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988291789124735473","full_text":"> the roaring 20's (AI & Crypto booming with real rev + demand) but everyone's psyoped into thinking we're in a 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so often i am reminded how numb crypto has made me https://t.co/7vez3oYM31","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[154,161],"text":"NVIDIA"},{"indices":[154,161],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988629214103236993","view_count":5534,"bookmark_count":28,"created_at":1762961126000,"favorite_count":38,"quote_count":1,"reply_count":10,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988629214103236993","full_text":"brain-dumping everything going on in AI right now:\n\n1. people fighting over ai bubble bursting\n\nmichael burry (the big short guy) is short $200M worth of $NVIDIA stock (probably more now), softbank just dumped $5.8B of nvidia stock and a bunch of ai cloud service providers saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":27,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":13,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":84,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":975,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. Where Iām not certain of is their delivery speed - main reason why their stock dumped recently is because of the core scientific partner delaying the build of a data center. But seems like Leopold thinks itās a non-issue","in_reply_to_user_id_str":"1457820179208052736","in_reply_to_status_id_str":"1990792843078893771","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"223921570","name":"s4mmy","screen_name":"0xSammy","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xSammy","lang":"en","retweeted":false,"fact_check":null,"id":"1990824664457687438","view_count":1812,"bookmark_count":0,"created_at":1763484562000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@0xSammy Gotchu","in_reply_to_user_id_str":"223921570","in_reply_to_status_id_str":"1990822730367729683","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-20","value":70,"startTime":1763510400000,"endTime":1763596800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990845589958123730","quoted_status_permalink":{"url":"https://t.co/LHtsiiB5ws","expanded":"https://twitter.com/airkatakana/status/1990845589958123730","display":"x.com/airkatakana/stā¦"},"retweeted":false,"fact_check":null,"id":"1991128076164399452","view_count":4715,"bookmark_count":4,"created_at":1763556901000,"favorite_count":38,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1991128076164399452","full_text":"- sergey returned (founder mode)\n\n- google has the richest most diverse data sets\n\n- no reliance on nvidia + 100Bs cash = they can go hard on the training infra\n\n- meta has zero experience training / building AI ML systems and has had to spend billions even trying to close the gap (failing so far).","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1991047706488471808","quoted_status_permalink":{"display":"x.com/wongmjane/statā¦","expanded":"https://twitter.com/wongmjane/status/1991047706488471808","url":"https://t.co/lj9GR7JSwv"},"retweeted":false,"fact_check":null,"id":"1991233025527488844","view_count":1417,"bookmark_count":4,"created_at":1763581923000,"favorite_count":13,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991233025527488844","full_text":"coinbase launching stocks was inevitable\n\nthey HAVE to compete with robinhood to become the #1 place to trade any asset\n\ndoesnāt matter if its prediction markets, memecoins or niche pharmaceutical stocks\n\nthis isnāt just about crypto anymore itās about finance 2.0\n\nimo they have several big advantages\n\n1. their new ICO platform will eventually morph into a stock IPO platform\n\n2. entire team is crypto native which will undoubtedly be the skill set needed to win against boomer tradfi rails\n\nvery bullish","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[{"indices":[188,195],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1991255076774478108","view_count":6342,"bookmark_count":0,"created_at":1763587180000,"favorite_count":19,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991255076774478108","full_text":"aināt no way NVIDIA fumbles earnings today after jensenās public humiliation with the gemini 3 launch\n\nnew state-of-the-art model (by a wide margin) trained entirely on Googleās own TPUs\n\n$NVIDIA down 5% this week while Google up\n\nheās going to want to pump those numbers","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"809191427645181952","name":"Flood","screen_name":"ThinkingUSD","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"ThinkingUSD","lang":"en","retweeted":false,"fact_check":null,"id":"1990969801448263957","view_count":1690,"bookmark_count":0,"created_at":1763519165000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@ThinkingUSD It primarily dumped because Core Scientific is delayed on delivering the 250MW they promised this year. Iām guessing he isnāt investing 400M without playing a role in changing that outcome.","in_reply_to_user_id_str":"809191427645181952","in_reply_to_status_id_str":"1990914077795778935","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-21","value":0,"startTime":1763596800000,"endTime":1763683200000,"tweets":[]}],"nviews":[{"label":"2025-10-22","value":11198,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[0,50],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980649408992809035","quoted_status_permalink":{"url":"https://t.co/FWrAwGE25j","expanded":"https://twitter.com/DegenerateNews/status/1980649408992809035","display":"x.com/DegenerateNewsā¦"},"retweeted":false,"fact_check":null,"id":"1980662166949859665","view_count":3714,"bookmark_count":0,"created_at":1761061634000,"favorite_count":19,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980662166949859665","full_text":"about to see the same lines outside gold exchanges","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,43],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/Q42FtiZ7su","expanded_url":"https://x.com/cryptopunk7213/status/1980666747805135108/photo/1","id_str":"1980666725940006914","indices":[44,67],"media_key":"3_1980666725940006914","media_url_https":"https://pbs.twimg.com/media/G3y95KoXEAIIgC8.jpg","type":"photo","url":"https://t.co/Q42FtiZ7su","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":313,"y":204,"h":509,"w":509}]},"medium":{"faces":[{"x":301,"y":196,"h":490,"w":490}]},"small":{"faces":[{"x":170,"y":111,"h":277,"w":277}]},"orig":{"faces":[{"x":313,"y":204,"h":509,"w":509}]}},"sizes":{"large":{"h":845,"w":1246,"resize":"fit"},"medium":{"h":814,"w":1200,"resize":"fit"},"small":{"h":461,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":845,"width":1246,"focus_rects":[{"x":0,"y":118,"w":1246,"h":698},{"x":232,"y":0,"w":845,"h":845},{"x":284,"y":0,"w":741,"h":845},{"x":443,"y":0,"w":423,"h":845},{"x":0,"y":0,"w":1246,"h":845}]},"media_results":{"result":{"media_key":"3_1980666725940006914"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/Q42FtiZ7su","expanded_url":"https://x.com/cryptopunk7213/status/1980666747805135108/photo/1","id_str":"1980666725940006914","indices":[44,67],"media_key":"3_1980666725940006914","media_url_https":"https://pbs.twimg.com/media/G3y95KoXEAIIgC8.jpg","type":"photo","url":"https://t.co/Q42FtiZ7su","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":313,"y":204,"h":509,"w":509}]},"medium":{"faces":[{"x":301,"y":196,"h":490,"w":490}]},"small":{"faces":[{"x":170,"y":111,"h":277,"w":277}]},"orig":{"faces":[{"x":313,"y":204,"h":509,"w":509}]}},"sizes":{"large":{"h":845,"w":1246,"resize":"fit"},"medium":{"h":814,"w":1200,"resize":"fit"},"small":{"h":461,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":845,"width":1246,"focus_rects":[{"x":0,"y":118,"w":1246,"h":698},{"x":232,"y":0,"w":845,"h":845},{"x":284,"y":0,"w":741,"h":845},{"x":443,"y":0,"w":423,"h":845},{"x":0,"y":0,"w":1246,"h":845}]},"media_results":{"result":{"media_key":"3_1980666725940006914"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1980611567197528314","quoted_status_permalink":{"url":"https://t.co/K0PHqUx3Ss","expanded":"https://twitter.com/DeItaone/status/1980611567197528314","display":"x.com/DeItaone/statuā¦"},"retweeted":false,"fact_check":null,"id":"1980666747805135108","view_count":7177,"bookmark_count":1,"created_at":1761062726000,"favorite_count":49,"quote_count":0,"reply_count":5,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1980666747805135108","full_text":"jarvis, begin the gold-to-bitcoin rotation. https://t.co/Q42FtiZ7su","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,55],"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":"1980655552012406784","view_count":307,"bookmark_count":0,"created_at":1761060057000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1980653675665322109","full_text":"@sama im about to get a new favourite browser aren't i?","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1980653675665322109","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":205981,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980832340785184964","view_count":181144,"bookmark_count":105,"created_at":1761102206000,"favorite_count":818,"quote_count":7,"reply_count":90,"retweet_count":76,"user_id_str":"1025381906173583361","conversation_id_str":"1980832340785184964","full_text":"never seen the crypto market so exhausted.\n\nfeels like everyoneās been dragged through the wringer for 50% of the year, then given hope for a month before being nuked to below bear market prices. \n\nthen you look over at equities, AI and see a completely different story - people believing in crazy visions, shipping crazy shit (i watched a humanoid robot execute a perfect ballet pirouette today) talking about investing multiple bitcoin market caps into energy over the next few years.\n\nkinda makes you feel like the sleazy alley-dwelling salesman selling pocket watches out of his coat\n\nanyways the good news:\n\n- whoever tf is dumping btc is ultimately selling to stronger new hands (thank you Larry fink). The pensioners arenāt day trading. This is much needed maturity.\n\n- regulation is coming along as best we could hope. Coinbase acquiring a token launch pad and potentially offering compliant ICOs wouldāve sounded insane to me 3 years ago. But now we have Brian lobbying DC every quarter - pretty awesome.\n\n- we have multiple breakthroughs apps outside of stablecoins gaining global traction. Prediction markets, perps and blockchain ipos are going to be big instruments used across web2/3 going forwards. \n\nI donāt care if the days of āeverything up onlyā are gone - that was always going to happen. \n\nWhat matters now is if the industry chooses a slow death or finally breaks through.\n\nmy guess (and portfolio) is fully betting on the latter. Not going to sweat the short term.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1980987948154990736","view_count":3090,"bookmark_count":0,"created_at":1761139306000,"favorite_count":22,"quote_count":0,"reply_count":11,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980987948154990736","full_text":"quick thoughts on all the new ai browsers:\n\n- its a regular browser + chatbot that follows you wherever you go. its like clippy's genius older brother. \n\n- the \"AI agent mode\" (the only reason you'd use these browsers) is slow, cumbersome and can't really do anything beyond book you a dinner (takes 3 times as long)\n\n- for research its good but like... i'll just use the chatgpt tab i have open in chrome?\n\n- need the browser memory to be utilized more. i want to open my browser in the morning and my ai has opened a few tabs with things it KNOWS i want to read.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,11],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1980967856444502256","quoted_status_permalink":{"url":"https://t.co/qwN8Hp1kZh","expanded":"https://twitter.com/zerohedge/status/1980967856444502256","display":"x.com/zerohedge/statā¦"},"retweeted":false,"fact_check":null,"id":"1980994483987812745","view_count":4106,"bookmark_count":2,"created_at":1761140864000,"favorite_count":17,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1980994483987812745","full_text":"Yann LeGone","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981036592392274387","quoted_status_permalink":{"url":"https://t.co/mMGCs4SeSL","expanded":"https://twitter.com/WatcherGuru/status/1981036592392274387","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1981041367368253908","view_count":3175,"bookmark_count":1,"created_at":1761152042000,"favorite_count":23,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981041367368253908","full_text":"yo what is going on? CZ on an aggressive play to win back retail confidence in BNB? \n\nFirst Coinbase, today Robinhood and poly","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981066173576773821","view_count":8957,"bookmark_count":3,"created_at":1761157956000,"favorite_count":50,"quote_count":2,"reply_count":16,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981066173576773821","full_text":"binance hate is peaking on the timeline\n\n\"binance caused the crash\"\n\n\"binance dumping spot btc\"\n\n\"cz needs to go to jail\"\n\nwithout commenting on any of these individually (i've no idea) gut tells me we're reaching the bottom of whatever the f*ck this is.\n\neither you bet binance dies here, loses the #1 exchange spot or they make a comeback and everyones shilling BNB euphoria a couple months from now\n\nidk what the answer is but they are active with BNB listings 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one.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":19844,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[0,169],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981082375741137358","quoted_status_permalink":{"url":"https://t.co/FEaMJClDEw","expanded":"https://twitter.com/NathieVR/status/1981082375741137358","display":"x.com/NathieVR/statuā¦"},"retweeted":false,"fact_check":null,"id":"1981177753081717189","view_count":7635,"bookmark_count":10,"created_at":1761184559000,"favorite_count":89,"quote_count":3,"reply_count":10,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1981177753081717189","full_text":"lmao\n\namazon using smart glasses under the guise of āproductivityā while collecting data that will train the 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spritz?ā","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,96],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/K95FVm7TBf","expanded_url":"https://x.com/cryptopunk7213/status/1981504122261295526/photo/1","id_str":"1981504118821683200","indices":[97,120],"media_key":"3_1981504118821683200","media_url_https":"https://pbs.twimg.com/media/G3-3f2NXAAAPzbf.jpg","type":"photo","url":"https://t.co/K95FVm7TBf","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":740,"y":551,"h":263,"w":263},{"x":104,"y":504,"h":348,"w":348}]},"medium":{"faces":[{"x":740,"y":551,"h":263,"w":263},{"x":104,"y":504,"h":348,"w":348}]},"small":{"faces":[{"x":426,"y":317,"h":151,"w":151},{"x":59,"y":290,"h":200,"w":200}]},"orig":{"faces":[{"x":740,"y":551,"h":263,"w":263},{"x":104,"y":504,"h":348,"w":348}]}},"sizes":{"large":{"h":1135,"w":1179,"resize":"fit"},"medium":{"h":1135,"w":1179,"resize":"fit"},"small":{"h":655,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1135,"width":1179,"focus_rects":[{"x":0,"y":0,"w":1179,"h":660},{"x":0,"y":0,"w":1135,"h":1135},{"x":0,"y":0,"w":996,"h":1135},{"x":0,"y":0,"w":568,"h":1135},{"x":0,"y":0,"w":1179,"h":1135}]},"media_results":{"result":{"media_key":"3_1981504118821683200"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"extended_entities":{"media":[{"display_url":"pic.x.com/K95FVm7TBf","expanded_url":"https://x.com/cryptopunk7213/status/1981504122261295526/photo/1","id_str":"1981504118821683200","indices":[97,120],"media_key":"3_1981504118821683200","media_url_https":"https://pbs.twimg.com/media/G3-3f2NXAAAPzbf.jpg","type":"photo","url":"https://t.co/K95FVm7TBf","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[{"x":740,"y":551,"h":263,"w":263},{"x":104,"y":504,"h":348,"w":348}]},"medium":{"faces":[{"x":740,"y":551,"h":263,"w":263},{"x":104,"y":504,"h":348,"w":348}]},"small":{"faces":[{"x":426,"y":317,"h":151,"w":151},{"x":59,"y":290,"h":200,"w":200}]},"orig":{"faces":[{"x":740,"y":551,"h":263,"w":263},{"x":104,"y":504,"h":348,"w":348}]}},"sizes":{"large":{"h":1135,"w":1179,"resize":"fit"},"medium":{"h":1135,"w":1179,"resize":"fit"},"small":{"h":655,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1135,"width":1179,"focus_rects":[{"x":0,"y":0,"w":1179,"h":660},{"x":0,"y":0,"w":1135,"h":1135},{"x":0,"y":0,"w":996,"h":1135},{"x":0,"y":0,"w":568,"h":1135},{"x":0,"y":0,"w":1179,"h":1135}]},"media_results":{"result":{"media_key":"3_1981504118821683200"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1981066173576773821","quoted_status_permalink":{"url":"https://t.co/OVv4KJfwdH","expanded":"https://twitter.com/cryptopunk7213/status/1981066173576773821","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1981504122261295526","view_count":4410,"bookmark_count":1,"created_at":1761262371000,"favorite_count":33,"quote_count":0,"reply_count":14,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1981504122261295526","full_text":"CZ pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno complaining about how hard it is to run nodes\n\njust executing.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,209],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"235460265","name":"Adam Fry","screen_name":"adamhfry","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"adamhfry","lang":"en","retweeted":false,"fact_check":null,"id":"1981350847930933514","view_count":1304,"bookmark_count":0,"created_at":1761225828000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981206776503517229","full_text":"@adamhfry some reassurance around safety from prompt-injections would be good. imo \"agent mode, logged in\" is the best atlas feature - but im not going to use it if theres risk of my accounts getting exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":27581,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":3519,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":6808,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + 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There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. 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cap is ācomically too highā is not prepared for the reality where every other company fuckin full sends over the next decade as AI supercharges everything.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983816310904500618","view_count":6235,"bookmark_count":5,"created_at":1761813640000,"favorite_count":79,"quote_count":0,"reply_count":20,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983816310904500618","full_text":"never before have we seen crypto majors at aths and strong alts at range lows.\n\nstrange times indeed. \n\nLeverage wipeout + stock market uponly seems to have destroyed any appetite for risk in crypto.\n\nOn the positive side I do think market is getting pretty exhausted on the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":5142,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":57393,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular communications & internet connectivity which will also double up as a distributed data center for training AI?!\n\nsoon these trucks will be moving around autonomously transporting pieces of spaceships that will then be offloaded and fitted together by a fleet of humanoid robots that launch you into space.\n\nJust insane levels of planning and execution on an equally insane master 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. Sundar needs to be studied.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":6949,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985390056111256011","view_count":3697,"bookmark_count":3,"created_at":1762188850000,"favorite_count":32,"quote_count":0,"reply_count":9,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1985390056111256011","full_text":"price action this year tells us crypto markets have become very efficient in counter trading sentiment. \n\nOutside of pockets of outperformance, 99% of alts, whether they earn billions of revenue or represent a picture of a dog - have underperformed.\n\nthe consistent trend has been: if everyoneās screaming bullish on the timeline about it itās going to dump.\n\nIn previous cycles these dumps would be delayed. Delusion would last longer in the markets and your coin would 10X\n\nnow thereās:\n\n- too many coins \n- not enough new inspiring use metas\n- exhausted, battered crypto traders \n\nthe sad silver lining is this exhaustion comes right as the entire industry will start to settle and exit its adolescence phase\n\n10/10 will forever be a reminder that most alt books lack depth. Stronger alts in turn will gather deeper liquidity.\n\nframeworks will legitimise the pseudo-equity nature of tokens.\n\nGood founders will be rewarded for hard work and punished for pump / dump.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,100],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985207085521674601","quoted_status_permalink":{"url":"https://t.co/7zZsmnH0uG","expanded":"https://twitter.com/elonmusk/status/1985207085521674601","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1985372198610346122","view_count":3149,"bookmark_count":0,"created_at":1762184593000,"favorite_count":13,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985372198610346122","full_text":"how long until grok can read all of my bookmarked folders so it personalises around those interests?","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,71],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1261374810254454784","name":"Aidan McLaughlin","screen_name":"aidan_mclau","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"aidan_mclau","lang":"en","retweeted":false,"fact_check":null,"id":"1985307671650845071","view_count":103,"bookmark_count":0,"created_at":1762169208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985162971916759486","full_text":"@aidan_mclau this deserves more likes (saying this as a backpack hater)","in_reply_to_user_id_str":"1261374810254454784","in_reply_to_status_id_str":"1985162971916759486","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":29011,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1985772320049545568","view_count":9471,"bookmark_count":29,"created_at":1762279989000,"favorite_count":163,"quote_count":1,"reply_count":16,"retweet_count":6,"user_id_str":"1025381906173583361","conversation_id_str":"1985772320049545568","full_text":"this has undeniably been the toughest year to trade crypto. Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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the guy from The Big Short is short the richest company in the world ( $NVIDIA ) citing theres \"too much gpu supply\" despite demand being over-subscribed 3-5X at 100% utilization\n\nmeanwhile these neocloud stocks are going parabolic\n\nlooks like the real alt season was AI stocks all along","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988291789124735473","view_count":2986,"bookmark_count":4,"created_at":1762880677000,"favorite_count":39,"quote_count":0,"reply_count":7,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988291789124735473","full_text":"> the roaring 20's (AI & Crypto booming with real rev + demand) but everyone's psyoped into thinking we're in a 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so often i am reminded how numb crypto has made me https://t.co/7vez3oYM31","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[154,161],"text":"NVIDIA"},{"indices":[154,161],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988629214103236993","view_count":5534,"bookmark_count":28,"created_at":1762961126000,"favorite_count":38,"quote_count":1,"reply_count":10,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988629214103236993","full_text":"brain-dumping everything going on in AI right now:\n\n1. people fighting over ai bubble bursting\n\nmichael burry (the big short guy) is short $200M worth of $NVIDIA stock (probably more now), softbank just dumped $5.8B of nvidia stock and a bunch of ai cloud service providers saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":1446,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":1129,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":12792,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":159759,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. 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pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno 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exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":70,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":5,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":19,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + lobbying.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982797987899154607","view_count":2186,"bookmark_count":0,"created_at":1761570853000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982797987899154607","full_text":"> guy who lost $50K trading a memecoin complaining about perp 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take: saying these AI models are \"just trading noise\" is a terrible take\n\n1. two models have returned over 100% in 9 days, using two very different strategies.\n\n2. \"but they're literally gambling on leverage\" - wrong, look at the trading logs, look at each model's thought process (model chat) - they're clearly thinking through each trade before they open/close it. they're setting stop-losses and take-profit levels. Top model Deepseek almost never takes extreme leverage with the conditions it sets for each trade - it trades wayyy better than the average normie.\n\n3. \"but... but chatGPT sucks! its lost money!\" - yes which is ironically more likely what a human would have done. But then consider that if you now created an inverse GPT model it would be a fantastic trader over this period. There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. Change coming way sooner than we expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983002638896541794","quoted_status_permalink":{"url":"https://t.co/7dJVxLVsTE","expanded":"https://twitter.com/cryptopunk7213/status/1983002638896541794","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1983004072345997358","view_count":3858,"bookmark_count":9,"created_at":1761619987000,"favorite_count":26,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983004072345997358","full_text":"I wrote some thoughts on why I don't think we're in an AI bubble, in fact we should be investing even more :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,61],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1509257058687885321","name":"SchilMyRektBags","screen_name":"SchilMyBags","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"SchilMyBags","lang":"en","retweeted":false,"fact_check":null,"id":"1983119515060974077","view_count":32,"bookmark_count":0,"created_at":1761647511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983104972872204731","full_text":"@SchilMyBags Hey! Dm me a screenshot and I gotchu (sora code)","in_reply_to_user_id_str":"1509257058687885321","in_reply_to_status_id_str":"1983104972872204731","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":49,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983347295492948021","view_count":23932,"bookmark_count":10,"created_at":1761701818000,"favorite_count":133,"quote_count":2,"reply_count":28,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1983347295492948021","full_text":"the biggest winner of today is Microsoft.\n\ntheir stake in OpenAI is now worth $137bn = 27% stake (higher than the non-profit foundation!)\n\nnot bad for a $13bn investment.\n\nthey also retain all openAI research IP until 2032 (or until AGI is achieved) and free to pursue their own AGI investments WHILST being the primary cloud partner.\n\nhats off to satya","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983186369183727760","quoted_status_permalink":{"url":"https://t.co/K4s8cFveh6","expanded":"https://twitter.com/btibor91/status/1983186369183727760","display":"x.com/btibor91/statuā¦"},"retweeted":false,"fact_check":null,"id":"1983350779739074872","view_count":6756,"bookmark_count":0,"created_at":1761702649000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983350779739074872","full_text":"same reason why chatgpt users don't want to share their conversations publicly.\n\nthe truth is most commonly expressed quietly. \n\nlook at elon changing 'likes' to private on X for example.\n\none of AI's greatest gifts to humans is self actualization... but most want to do the ugly, hard parts in private.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,48],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983584323304300636","quoted_status_permalink":{"url":"https://t.co/0kkjzKOLAT","expanded":"https://twitter.com/watcherguru/status/1983584323304300636","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983591462777532748","view_count":2491,"bookmark_count":0,"created_at":1761760032000,"favorite_count":8,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983591462777532748","full_text":"this is what we get for bezos being an Ai doomer","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983627221425156144","quoted_status_permalink":{"url":"https://t.co/4KwUhzTskM","expanded":"https://twitter.com/sundarpichai/status/1983627221425156144","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1983662807074680956","view_count":5794,"bookmark_count":6,"created_at":1761777042000,"favorite_count":31,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983662807074680956","full_text":"Google is extremely undervalued relative to its competitors.\n\nOnly viable competitor to NVIDIA selling its own TPUs (just signed $50B deal with Anthropic)\n\n#1 models across LLMs (gemini), Video (Veo), Image (Nano banana) and science (alphaGen)\n\n#1 user moat for distribution of its AI (gmail, search, YouTube, android, authentication)\n\nOwns 14% and 7% of Anthropic and SpaceX respectively.\n\nAll this alone should add a couple trillion to its market cap at present day.\n\n$10 trillion dollar 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how each model thinks and approaches their trading strategy on the @the_nof1 competition.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":28,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,185],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983675183249396207","quoted_status_permalink":{"url":"https://t.co/sSEp8Kyqpz","expanded":"https://twitter.com/kimmonismus/status/1983675183249396207","display":"x.com/kimmonismus/stā¦"},"retweeted":false,"fact_check":null,"id":"1983685765038248269","view_count":3311,"bookmark_count":2,"created_at":1761782516000,"favorite_count":20,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983685765038248269","full_text":"Everyone saying NVIDIA market cap is ācomically too highā is not prepared for the reality where every other company fuckin full sends over the next decade as AI supercharges everything.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983816310904500618","view_count":6235,"bookmark_count":5,"created_at":1761813640000,"favorite_count":79,"quote_count":0,"reply_count":20,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983816310904500618","full_text":"never before have we seen crypto majors at aths and strong alts at range lows.\n\nstrange times indeed. \n\nLeverage wipeout + stock market uponly seems to have destroyed any appetite for risk in crypto.\n\nOn the positive side I do think market is getting pretty exhausted on the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":8,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":51,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular communications & internet connectivity which will also double up as a distributed data center for training AI?!\n\nsoon these trucks will be moving around autonomously transporting pieces of spaceships that will then be offloaded and fitted together by a fleet of humanoid robots that launch you into space.\n\nJust insane levels of planning and execution on an equally insane master plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,87],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985067401390539102","quoted_status_permalink":{"url":"https://t.co/QXOv31xdWX","expanded":"https://twitter.com/cryptopunk7213/status/1985067401390539102","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985069618055283048","view_count":4813,"bookmark_count":13,"created_at":1762112452000,"favorite_count":34,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1985069618055283048","full_text":"I think Google is the most undervalued AI company at $3.4T š\n\nShared my thoughts 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. 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Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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so often i am reminded how numb crypto has made me https://t.co/7vez3oYM31","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[154,161],"text":"NVIDIA"},{"indices":[154,161],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988629214103236993","view_count":5534,"bookmark_count":28,"created_at":1762961126000,"favorite_count":38,"quote_count":1,"reply_count":10,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988629214103236993","full_text":"brain-dumping everything going on in AI right now:\n\n1. people fighting over ai bubble bursting\n\nmichael burry (the big short guy) is short $200M worth of $NVIDIA stock (probably more now), softbank just dumped $5.8B of nvidia stock and a bunch of ai cloud service providers saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":8,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":1,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":26,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":71,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. Where Iām not certain of is their delivery speed - main reason why their stock dumped recently is because of the core scientific partner delaying the build of a data center. But seems like Leopold thinks itās a non-issue","in_reply_to_user_id_str":"1457820179208052736","in_reply_to_status_id_str":"1990792843078893771","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"223921570","name":"s4mmy","screen_name":"0xSammy","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xSammy","lang":"en","retweeted":false,"fact_check":null,"id":"1990824664457687438","view_count":1812,"bookmark_count":0,"created_at":1763484562000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@0xSammy Gotchu","in_reply_to_user_id_str":"223921570","in_reply_to_status_id_str":"1990822730367729683","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-20","value":19,"startTime":1763510400000,"endTime":1763596800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990845589958123730","quoted_status_permalink":{"url":"https://t.co/LHtsiiB5ws","expanded":"https://twitter.com/airkatakana/status/1990845589958123730","display":"x.com/airkatakana/stā¦"},"retweeted":false,"fact_check":null,"id":"1991128076164399452","view_count":4715,"bookmark_count":4,"created_at":1763556901000,"favorite_count":38,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1991128076164399452","full_text":"- sergey returned (founder mode)\n\n- google has the richest most diverse data sets\n\n- no reliance on nvidia + 100Bs cash = they can go hard on the training infra\n\n- meta has zero experience training / building AI ML systems and has had to spend billions even trying to close the gap (failing so far).","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1991047706488471808","quoted_status_permalink":{"display":"x.com/wongmjane/statā¦","expanded":"https://twitter.com/wongmjane/status/1991047706488471808","url":"https://t.co/lj9GR7JSwv"},"retweeted":false,"fact_check":null,"id":"1991233025527488844","view_count":1417,"bookmark_count":4,"created_at":1763581923000,"favorite_count":13,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991233025527488844","full_text":"coinbase launching stocks was inevitable\n\nthey HAVE to compete with robinhood to become the #1 place to trade any asset\n\ndoesnāt matter if its prediction markets, memecoins or niche pharmaceutical stocks\n\nthis isnāt just about crypto anymore itās about finance 2.0\n\nimo they have several big advantages\n\n1. their new ICO platform will eventually morph into a stock IPO platform\n\n2. entire team is crypto native which will undoubtedly be the skill set needed to win against boomer tradfi rails\n\nvery bullish","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[{"indices":[188,195],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1991255076774478108","view_count":6342,"bookmark_count":0,"created_at":1763587180000,"favorite_count":19,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991255076774478108","full_text":"aināt no way NVIDIA fumbles earnings today after jensenās public humiliation with the gemini 3 launch\n\nnew state-of-the-art model (by a wide margin) trained entirely on Googleās own TPUs\n\n$NVIDIA down 5% this week while Google up\n\nheās going to want to pump those numbers","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"809191427645181952","name":"Flood","screen_name":"ThinkingUSD","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"ThinkingUSD","lang":"en","retweeted":false,"fact_check":null,"id":"1990969801448263957","view_count":1690,"bookmark_count":0,"created_at":1763519165000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@ThinkingUSD It primarily dumped because Core Scientific is delayed on delivering the 250MW they promised this year. Iām guessing he isnāt investing 400M without playing a role in changing that 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pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno 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exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":40,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":2,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":5,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + lobbying.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982797987899154607","view_count":2186,"bookmark_count":0,"created_at":1761570853000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982797987899154607","full_text":"> guy who lost $50K trading a memecoin complaining about perp 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take: saying these AI models are \"just trading noise\" is a terrible take\n\n1. two models have returned over 100% in 9 days, using two very different strategies.\n\n2. \"but they're literally gambling on leverage\" - wrong, look at the trading logs, look at each model's thought process (model chat) - they're clearly thinking through each trade before they open/close it. they're setting stop-losses and take-profit levels. Top model Deepseek almost never takes extreme leverage with the conditions it sets for each trade - it trades wayyy better than the average normie.\n\n3. \"but... but chatGPT sucks! its lost money!\" - yes which is ironically more likely what a human would have done. But then consider that if you now created an inverse GPT model it would be a fantastic trader over this period. There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. Change coming way sooner than we expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983002638896541794","quoted_status_permalink":{"url":"https://t.co/7dJVxLVsTE","expanded":"https://twitter.com/cryptopunk7213/status/1983002638896541794","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1983004072345997358","view_count":3858,"bookmark_count":9,"created_at":1761619987000,"favorite_count":26,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983004072345997358","full_text":"I wrote some thoughts on why I don't think we're in an AI bubble, in fact we should be investing even more :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,61],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1509257058687885321","name":"SchilMyRektBags","screen_name":"SchilMyBags","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"SchilMyBags","lang":"en","retweeted":false,"fact_check":null,"id":"1983119515060974077","view_count":32,"bookmark_count":0,"created_at":1761647511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983104972872204731","full_text":"@SchilMyBags Hey! Dm me a screenshot and I gotchu (sora code)","in_reply_to_user_id_str":"1509257058687885321","in_reply_to_status_id_str":"1983104972872204731","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":27,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983347295492948021","view_count":23932,"bookmark_count":10,"created_at":1761701818000,"favorite_count":133,"quote_count":2,"reply_count":28,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1983347295492948021","full_text":"the biggest winner of today is Microsoft.\n\ntheir stake in OpenAI is now worth $137bn = 27% stake (higher than the non-profit foundation!)\n\nnot bad for a $13bn investment.\n\nthey also retain all openAI research IP until 2032 (or until AGI is achieved) and free to pursue their own AGI investments WHILST being the primary cloud partner.\n\nhats off to satya","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983186369183727760","quoted_status_permalink":{"url":"https://t.co/K4s8cFveh6","expanded":"https://twitter.com/btibor91/status/1983186369183727760","display":"x.com/btibor91/statuā¦"},"retweeted":false,"fact_check":null,"id":"1983350779739074872","view_count":6756,"bookmark_count":0,"created_at":1761702649000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983350779739074872","full_text":"same reason why chatgpt users don't want to share their conversations publicly.\n\nthe truth is most commonly expressed quietly. \n\nlook at elon changing 'likes' to private on X for example.\n\none of AI's greatest gifts to humans is self actualization... but most want to do the ugly, hard parts in private.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,48],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983584323304300636","quoted_status_permalink":{"url":"https://t.co/0kkjzKOLAT","expanded":"https://twitter.com/watcherguru/status/1983584323304300636","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983591462777532748","view_count":2491,"bookmark_count":0,"created_at":1761760032000,"favorite_count":8,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983591462777532748","full_text":"this is what we get for bezos being an Ai doomer","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983627221425156144","quoted_status_permalink":{"url":"https://t.co/4KwUhzTskM","expanded":"https://twitter.com/sundarpichai/status/1983627221425156144","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1983662807074680956","view_count":5794,"bookmark_count":6,"created_at":1761777042000,"favorite_count":31,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983662807074680956","full_text":"Google is extremely undervalued relative to its competitors.\n\nOnly viable competitor to NVIDIA selling its own TPUs (just signed $50B deal with Anthropic)\n\n#1 models across LLMs (gemini), Video (Veo), Image (Nano banana) and science (alphaGen)\n\n#1 user moat for distribution of its AI (gmail, search, YouTube, android, authentication)\n\nOwns 14% and 7% of Anthropic and SpaceX respectively.\n\nAll this alone should add a couple trillion to its market cap at present day.\n\n$10 trillion dollar 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how each model thinks and approaches their trading strategy on the @the_nof1 competition.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":8,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,185],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983675183249396207","quoted_status_permalink":{"url":"https://t.co/sSEp8Kyqpz","expanded":"https://twitter.com/kimmonismus/status/1983675183249396207","display":"x.com/kimmonismus/stā¦"},"retweeted":false,"fact_check":null,"id":"1983685765038248269","view_count":3311,"bookmark_count":2,"created_at":1761782516000,"favorite_count":20,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983685765038248269","full_text":"Everyone saying NVIDIA market cap is ācomically too highā is not prepared for the reality where every other company fuckin full sends over the next decade as AI supercharges everything.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983816310904500618","view_count":6235,"bookmark_count":5,"created_at":1761813640000,"favorite_count":79,"quote_count":0,"reply_count":20,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983816310904500618","full_text":"never before have we seen crypto majors at aths and strong alts at range lows.\n\nstrange times indeed. \n\nLeverage wipeout + stock market uponly seems to have destroyed any appetite for risk in crypto.\n\nOn the positive side I do think market is getting pretty exhausted on the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":77,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular communications & internet connectivity which will also double up as a distributed data center for training AI?!\n\nsoon these trucks will be moving around autonomously transporting pieces of spaceships that will then be offloaded and fitted together by a fleet of humanoid robots that launch you into space.\n\nJust insane levels of planning and execution on an equally insane master plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,87],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985067401390539102","quoted_status_permalink":{"url":"https://t.co/QXOv31xdWX","expanded":"https://twitter.com/cryptopunk7213/status/1985067401390539102","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985069618055283048","view_count":4813,"bookmark_count":13,"created_at":1762112452000,"favorite_count":34,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1985069618055283048","full_text":"I think Google is the most undervalued AI company at $3.4T š\n\nShared my thoughts 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. 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Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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so often i am reminded how numb crypto has made me https://t.co/7vez3oYM31","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[154,161],"text":"NVIDIA"},{"indices":[154,161],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988629214103236993","view_count":5534,"bookmark_count":28,"created_at":1762961126000,"favorite_count":38,"quote_count":1,"reply_count":10,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988629214103236993","full_text":"brain-dumping everything going on in AI right now:\n\n1. people fighting over ai bubble bursting\n\nmichael burry (the big short guy) is short $200M worth of $NVIDIA stock (probably more now), softbank just dumped $5.8B of nvidia stock and a bunch of ai cloud service providers saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":4,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"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":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":8,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":872,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. Where Iām not certain of is their delivery speed - main reason why their stock dumped recently is because of the core scientific partner delaying the build of a data center. But seems like Leopold thinks itās a non-issue","in_reply_to_user_id_str":"1457820179208052736","in_reply_to_status_id_str":"1990792843078893771","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"223921570","name":"s4mmy","screen_name":"0xSammy","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xSammy","lang":"en","retweeted":false,"fact_check":null,"id":"1990824664457687438","view_count":1812,"bookmark_count":0,"created_at":1763484562000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@0xSammy Gotchu","in_reply_to_user_id_str":"223921570","in_reply_to_status_id_str":"1990822730367729683","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-20","value":8,"startTime":1763510400000,"endTime":1763596800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990845589958123730","quoted_status_permalink":{"url":"https://t.co/LHtsiiB5ws","expanded":"https://twitter.com/airkatakana/status/1990845589958123730","display":"x.com/airkatakana/stā¦"},"retweeted":false,"fact_check":null,"id":"1991128076164399452","view_count":4715,"bookmark_count":4,"created_at":1763556901000,"favorite_count":38,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1991128076164399452","full_text":"- sergey returned (founder mode)\n\n- google has the richest most diverse data sets\n\n- no reliance on nvidia + 100Bs cash = they can go hard on the training infra\n\n- meta has zero experience training / building AI ML systems and has had to spend billions even trying to close the gap (failing so far).","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1991047706488471808","quoted_status_permalink":{"display":"x.com/wongmjane/statā¦","expanded":"https://twitter.com/wongmjane/status/1991047706488471808","url":"https://t.co/lj9GR7JSwv"},"retweeted":false,"fact_check":null,"id":"1991233025527488844","view_count":1417,"bookmark_count":4,"created_at":1763581923000,"favorite_count":13,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991233025527488844","full_text":"coinbase launching stocks was inevitable\n\nthey HAVE to compete with robinhood to become the #1 place to trade any asset\n\ndoesnāt matter if its prediction markets, memecoins or niche pharmaceutical stocks\n\nthis isnāt just about crypto anymore itās about finance 2.0\n\nimo they have several big advantages\n\n1. their new ICO platform will eventually morph into a stock IPO platform\n\n2. entire team is crypto native which will undoubtedly be the skill set needed to win against boomer tradfi rails\n\nvery bullish","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[{"indices":[188,195],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1991255076774478108","view_count":6342,"bookmark_count":0,"created_at":1763587180000,"favorite_count":19,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991255076774478108","full_text":"aināt no way NVIDIA fumbles earnings today after jensenās public humiliation with the gemini 3 launch\n\nnew state-of-the-art model (by a wide margin) trained entirely on Googleās own TPUs\n\n$NVIDIA down 5% this week while Google up\n\nheās going to want to pump those numbers","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"809191427645181952","name":"Flood","screen_name":"ThinkingUSD","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"ThinkingUSD","lang":"en","retweeted":false,"fact_check":null,"id":"1990969801448263957","view_count":1690,"bookmark_count":0,"created_at":1763519165000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@ThinkingUSD It primarily dumped because Core Scientific is delayed on delivering the 250MW they promised this year. Iām guessing he isnāt investing 400M without playing a role in changing that 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pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno 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exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":16,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":0,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":1,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + lobbying.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982797987899154607","view_count":2186,"bookmark_count":0,"created_at":1761570853000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982797987899154607","full_text":"> guy who lost $50K trading a memecoin complaining about perp 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take: saying these AI models are \"just trading noise\" is a terrible take\n\n1. two models have returned over 100% in 9 days, using two very different strategies.\n\n2. \"but they're literally gambling on leverage\" - wrong, look at the trading logs, look at each model's thought process (model chat) - they're clearly thinking through each trade before they open/close it. they're setting stop-losses and take-profit levels. Top model Deepseek almost never takes extreme leverage with the conditions it sets for each trade - it trades wayyy better than the average normie.\n\n3. \"but... but chatGPT sucks! its lost money!\" - yes which is ironically more likely what a human would have done. But then consider that if you now created an inverse GPT model it would be a fantastic trader over this period. There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. Change coming way sooner than we expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983002638896541794","quoted_status_permalink":{"url":"https://t.co/7dJVxLVsTE","expanded":"https://twitter.com/cryptopunk7213/status/1983002638896541794","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1983004072345997358","view_count":3858,"bookmark_count":9,"created_at":1761619987000,"favorite_count":26,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983004072345997358","full_text":"I wrote some thoughts on why I don't think we're in an AI bubble, in fact we should be investing even more :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,61],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1509257058687885321","name":"SchilMyRektBags","screen_name":"SchilMyBags","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"SchilMyBags","lang":"en","retweeted":false,"fact_check":null,"id":"1983119515060974077","view_count":32,"bookmark_count":0,"created_at":1761647511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983104972872204731","full_text":"@SchilMyBags Hey! Dm me a screenshot and I gotchu (sora code)","in_reply_to_user_id_str":"1509257058687885321","in_reply_to_status_id_str":"1983104972872204731","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":14,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983347295492948021","view_count":23932,"bookmark_count":10,"created_at":1761701818000,"favorite_count":133,"quote_count":2,"reply_count":28,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1983347295492948021","full_text":"the biggest winner of today is Microsoft.\n\ntheir stake in OpenAI is now worth $137bn = 27% stake (higher than the non-profit foundation!)\n\nnot bad for a $13bn investment.\n\nthey also retain all openAI research IP until 2032 (or until AGI is achieved) and free to pursue their own AGI investments WHILST being the primary cloud partner.\n\nhats off to satya","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983186369183727760","quoted_status_permalink":{"url":"https://t.co/K4s8cFveh6","expanded":"https://twitter.com/btibor91/status/1983186369183727760","display":"x.com/btibor91/statuā¦"},"retweeted":false,"fact_check":null,"id":"1983350779739074872","view_count":6756,"bookmark_count":0,"created_at":1761702649000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983350779739074872","full_text":"same reason why chatgpt users don't want to share their conversations publicly.\n\nthe truth is most commonly expressed quietly. \n\nlook at elon changing 'likes' to private on X for example.\n\none of AI's greatest gifts to humans is self actualization... but most want to do the ugly, hard parts in private.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,48],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983584323304300636","quoted_status_permalink":{"url":"https://t.co/0kkjzKOLAT","expanded":"https://twitter.com/watcherguru/status/1983584323304300636","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983591462777532748","view_count":2491,"bookmark_count":0,"created_at":1761760032000,"favorite_count":8,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983591462777532748","full_text":"this is what we get for bezos being an Ai doomer","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983627221425156144","quoted_status_permalink":{"url":"https://t.co/4KwUhzTskM","expanded":"https://twitter.com/sundarpichai/status/1983627221425156144","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1983662807074680956","view_count":5794,"bookmark_count":6,"created_at":1761777042000,"favorite_count":31,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983662807074680956","full_text":"Google is extremely undervalued relative to its competitors.\n\nOnly viable competitor to NVIDIA selling its own TPUs (just signed $50B deal with Anthropic)\n\n#1 models across LLMs (gemini), Video (Veo), Image (Nano banana) and science (alphaGen)\n\n#1 user moat for distribution of its AI (gmail, search, YouTube, android, authentication)\n\nOwns 14% and 7% of Anthropic and SpaceX respectively.\n\nAll this alone should add a couple trillion to its market cap at present day.\n\n$10 trillion dollar 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how each model thinks and approaches their trading strategy on the @the_nof1 competition.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":6,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,185],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983675183249396207","quoted_status_permalink":{"url":"https://t.co/sSEp8Kyqpz","expanded":"https://twitter.com/kimmonismus/status/1983675183249396207","display":"x.com/kimmonismus/stā¦"},"retweeted":false,"fact_check":null,"id":"1983685765038248269","view_count":3311,"bookmark_count":2,"created_at":1761782516000,"favorite_count":20,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983685765038248269","full_text":"Everyone saying NVIDIA market cap is ācomically too highā is not prepared for the reality where every other company fuckin full sends over the next decade as AI supercharges everything.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983816310904500618","view_count":6235,"bookmark_count":5,"created_at":1761813640000,"favorite_count":79,"quote_count":0,"reply_count":20,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983816310904500618","full_text":"never before have we seen crypto majors at aths and strong alts at range lows.\n\nstrange times indeed. \n\nLeverage wipeout + stock market uponly seems to have destroyed any appetite for risk in crypto.\n\nOn the positive side I do think market is getting pretty exhausted on the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":1,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":21,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular communications & internet connectivity which will also double up as a distributed data center for training AI?!\n\nsoon these trucks will be moving around autonomously transporting pieces of spaceships that will then be offloaded and fitted together by a fleet of humanoid robots that launch you into space.\n\nJust insane levels of planning and execution on an equally insane master plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,87],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985067401390539102","quoted_status_permalink":{"url":"https://t.co/QXOv31xdWX","expanded":"https://twitter.com/cryptopunk7213/status/1985067401390539102","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985069618055283048","view_count":4813,"bookmark_count":13,"created_at":1762112452000,"favorite_count":34,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1985069618055283048","full_text":"I think Google is the most undervalued AI company at $3.4T š\n\nShared my thoughts 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. 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Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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so often i am reminded how numb crypto has made me https://t.co/7vez3oYM31","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[154,161],"text":"NVIDIA"},{"indices":[154,161],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988629214103236993","view_count":5534,"bookmark_count":28,"created_at":1762961126000,"favorite_count":38,"quote_count":1,"reply_count":10,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988629214103236993","full_text":"brain-dumping everything going on in AI right now:\n\n1. people fighting over ai bubble bursting\n\nmichael burry (the big short guy) is short $200M worth of $NVIDIA stock (probably more now), softbank just dumped $5.8B of nvidia stock and a bunch of ai cloud service providers saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":2,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"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":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":1,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":47,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. Where Iām not certain of is their delivery speed - main reason why their stock dumped recently is because of the core scientific partner delaying the build of a data center. But seems like Leopold thinks itās a non-issue","in_reply_to_user_id_str":"1457820179208052736","in_reply_to_status_id_str":"1990792843078893771","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"223921570","name":"s4mmy","screen_name":"0xSammy","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xSammy","lang":"en","retweeted":false,"fact_check":null,"id":"1990824664457687438","view_count":1812,"bookmark_count":0,"created_at":1763484562000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@0xSammy Gotchu","in_reply_to_user_id_str":"223921570","in_reply_to_status_id_str":"1990822730367729683","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-20","value":1,"startTime":1763510400000,"endTime":1763596800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990845589958123730","quoted_status_permalink":{"url":"https://t.co/LHtsiiB5ws","expanded":"https://twitter.com/airkatakana/status/1990845589958123730","display":"x.com/airkatakana/stā¦"},"retweeted":false,"fact_check":null,"id":"1991128076164399452","view_count":4715,"bookmark_count":4,"created_at":1763556901000,"favorite_count":38,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1991128076164399452","full_text":"- sergey returned (founder mode)\n\n- google has the richest most diverse data sets\n\n- no reliance on nvidia + 100Bs cash = they can go hard on the training infra\n\n- meta has zero experience training / building AI ML systems and has had to spend billions even trying to close the gap (failing so far).","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1991047706488471808","quoted_status_permalink":{"display":"x.com/wongmjane/statā¦","expanded":"https://twitter.com/wongmjane/status/1991047706488471808","url":"https://t.co/lj9GR7JSwv"},"retweeted":false,"fact_check":null,"id":"1991233025527488844","view_count":1417,"bookmark_count":4,"created_at":1763581923000,"favorite_count":13,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991233025527488844","full_text":"coinbase launching stocks was inevitable\n\nthey HAVE to compete with robinhood to become the #1 place to trade any asset\n\ndoesnāt matter if its prediction markets, memecoins or niche pharmaceutical stocks\n\nthis isnāt just about crypto anymore itās about finance 2.0\n\nimo they have several big advantages\n\n1. their new ICO platform will eventually morph into a stock IPO platform\n\n2. entire team is crypto native which will undoubtedly be the skill set needed to win against boomer tradfi rails\n\nvery bullish","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[{"indices":[188,195],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1991255076774478108","view_count":6342,"bookmark_count":0,"created_at":1763587180000,"favorite_count":19,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991255076774478108","full_text":"aināt no way NVIDIA fumbles earnings today after jensenās public humiliation with the gemini 3 launch\n\nnew state-of-the-art model (by a wide margin) trained entirely on Googleās own TPUs\n\n$NVIDIA down 5% this week while Google up\n\nheās going to want to pump those numbers","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"809191427645181952","name":"Flood","screen_name":"ThinkingUSD","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"ThinkingUSD","lang":"en","retweeted":false,"fact_check":null,"id":"1990969801448263957","view_count":1690,"bookmark_count":0,"created_at":1763519165000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@ThinkingUSD It primarily dumped because Core Scientific is delayed on delivering the 250MW they promised this year. Iām guessing he isnāt investing 400M without playing a role in changing that 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pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno 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exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":297,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":15,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":63,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + lobbying.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982797987899154607","view_count":2186,"bookmark_count":0,"created_at":1761570853000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982797987899154607","full_text":"> guy who lost $50K trading a memecoin complaining about perp 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take: saying these AI models are \"just trading noise\" is a terrible take\n\n1. two models have returned over 100% in 9 days, using two very different strategies.\n\n2. \"but they're literally gambling on leverage\" - wrong, look at the trading logs, look at each model's thought process (model chat) - they're clearly thinking through each trade before they open/close it. they're setting stop-losses and take-profit levels. Top model Deepseek almost never takes extreme leverage with the conditions it sets for each trade - it trades wayyy better than the average normie.\n\n3. \"but... but chatGPT sucks! its lost money!\" - yes which is ironically more likely what a human would have done. But then consider that if you now created an inverse GPT model it would be a fantastic trader over this period. There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. Change coming way sooner than we expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983002638896541794","quoted_status_permalink":{"url":"https://t.co/7dJVxLVsTE","expanded":"https://twitter.com/cryptopunk7213/status/1983002638896541794","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1983004072345997358","view_count":3858,"bookmark_count":9,"created_at":1761619987000,"favorite_count":26,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983004072345997358","full_text":"I wrote some thoughts on why I don't think we're in an AI bubble, in fact we should be investing even more :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,61],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1509257058687885321","name":"SchilMyRektBags","screen_name":"SchilMyBags","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"SchilMyBags","lang":"en","retweeted":false,"fact_check":null,"id":"1983119515060974077","view_count":32,"bookmark_count":0,"created_at":1761647511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983104972872204731","full_text":"@SchilMyBags Hey! Dm me a screenshot and I gotchu (sora code)","in_reply_to_user_id_str":"1509257058687885321","in_reply_to_status_id_str":"1983104972872204731","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":227,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983347295492948021","view_count":23932,"bookmark_count":10,"created_at":1761701818000,"favorite_count":133,"quote_count":2,"reply_count":28,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1983347295492948021","full_text":"the biggest winner of today is Microsoft.\n\ntheir stake in OpenAI is now worth $137bn = 27% stake (higher than the non-profit foundation!)\n\nnot bad for a $13bn investment.\n\nthey also retain all openAI research IP until 2032 (or until AGI is achieved) and free to pursue their own AGI investments WHILST being the primary cloud partner.\n\nhats off to satya","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983186369183727760","quoted_status_permalink":{"url":"https://t.co/K4s8cFveh6","expanded":"https://twitter.com/btibor91/status/1983186369183727760","display":"x.com/btibor91/statuā¦"},"retweeted":false,"fact_check":null,"id":"1983350779739074872","view_count":6756,"bookmark_count":0,"created_at":1761702649000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983350779739074872","full_text":"same reason why chatgpt users don't want to share their conversations publicly.\n\nthe truth is most commonly expressed quietly. \n\nlook at elon changing 'likes' to private on X for example.\n\none of AI's greatest gifts to humans is self actualization... but most want to do the ugly, hard parts in private.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,48],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983584323304300636","quoted_status_permalink":{"url":"https://t.co/0kkjzKOLAT","expanded":"https://twitter.com/watcherguru/status/1983584323304300636","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983591462777532748","view_count":2491,"bookmark_count":0,"created_at":1761760032000,"favorite_count":8,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983591462777532748","full_text":"this is what we get for bezos being an Ai doomer","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983627221425156144","quoted_status_permalink":{"url":"https://t.co/4KwUhzTskM","expanded":"https://twitter.com/sundarpichai/status/1983627221425156144","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1983662807074680956","view_count":5794,"bookmark_count":6,"created_at":1761777042000,"favorite_count":31,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983662807074680956","full_text":"Google is extremely undervalued relative to its competitors.\n\nOnly viable competitor to NVIDIA selling its own TPUs (just signed $50B deal with Anthropic)\n\n#1 models across LLMs (gemini), Video (Veo), Image (Nano banana) and science (alphaGen)\n\n#1 user moat for distribution of its AI (gmail, search, YouTube, android, authentication)\n\nOwns 14% and 7% of Anthropic and SpaceX respectively.\n\nAll this alone should add a couple trillion to its market cap at present day.\n\n$10 trillion dollar 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how each model thinks and approaches their trading strategy on the @the_nof1 competition.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":133,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,185],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983675183249396207","quoted_status_permalink":{"url":"https://t.co/sSEp8Kyqpz","expanded":"https://twitter.com/kimmonismus/status/1983675183249396207","display":"x.com/kimmonismus/stā¦"},"retweeted":false,"fact_check":null,"id":"1983685765038248269","view_count":3311,"bookmark_count":2,"created_at":1761782516000,"favorite_count":20,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983685765038248269","full_text":"Everyone saying NVIDIA market cap is ācomically too highā is not prepared for the reality where every other company fuckin full sends over the next decade as AI supercharges everything.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983816310904500618","view_count":6235,"bookmark_count":5,"created_at":1761813640000,"favorite_count":79,"quote_count":0,"reply_count":20,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983816310904500618","full_text":"never before have we seen crypto majors at aths and strong alts at range lows.\n\nstrange times indeed. \n\nLeverage wipeout + stock market uponly seems to have destroyed any appetite for risk in crypto.\n\nOn the positive side I do think market is getting pretty exhausted on the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":39,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":254,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular communications & internet connectivity which will also double up as a distributed data center for training AI?!\n\nsoon these trucks will be moving around autonomously transporting pieces of spaceships that will then be offloaded and fitted together by a fleet of humanoid robots that launch you into space.\n\nJust insane levels of planning and execution on an equally insane master plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,87],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985067401390539102","quoted_status_permalink":{"url":"https://t.co/QXOv31xdWX","expanded":"https://twitter.com/cryptopunk7213/status/1985067401390539102","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985069618055283048","view_count":4813,"bookmark_count":13,"created_at":1762112452000,"favorite_count":34,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1985069618055283048","full_text":"I think Google is the most undervalued AI company at $3.4T š\n\nShared my thoughts 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. 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Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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so often i am reminded how numb crypto has made me https://t.co/7vez3oYM31","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[{"indices":[154,161],"text":"NVIDIA"},{"indices":[154,161],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988629214103236993","view_count":5534,"bookmark_count":28,"created_at":1762961126000,"favorite_count":38,"quote_count":1,"reply_count":10,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1988629214103236993","full_text":"brain-dumping everything going on in AI right now:\n\n1. people fighting over ai bubble bursting\n\nmichael burry (the big short guy) is short $200M worth of $NVIDIA stock (probably more now), softbank just dumped $5.8B of nvidia stock and a bunch of ai cloud service providers saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":27,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":13,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":84,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":975,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. Where Iām not certain of is their delivery speed - main reason why their stock dumped recently is because of the core scientific partner delaying the build of a data center. But seems like Leopold thinks itās a non-issue","in_reply_to_user_id_str":"1457820179208052736","in_reply_to_status_id_str":"1990792843078893771","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"223921570","name":"s4mmy","screen_name":"0xSammy","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xSammy","lang":"en","retweeted":false,"fact_check":null,"id":"1990824664457687438","view_count":1812,"bookmark_count":0,"created_at":1763484562000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@0xSammy Gotchu","in_reply_to_user_id_str":"223921570","in_reply_to_status_id_str":"1990822730367729683","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-20","value":70,"startTime":1763510400000,"endTime":1763596800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990845589958123730","quoted_status_permalink":{"url":"https://t.co/LHtsiiB5ws","expanded":"https://twitter.com/airkatakana/status/1990845589958123730","display":"x.com/airkatakana/stā¦"},"retweeted":false,"fact_check":null,"id":"1991128076164399452","view_count":4715,"bookmark_count":4,"created_at":1763556901000,"favorite_count":38,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1991128076164399452","full_text":"- sergey returned (founder mode)\n\n- google has the richest most diverse data sets\n\n- no reliance on nvidia + 100Bs cash = they can go hard on the training infra\n\n- meta has zero experience training / building AI ML systems and has had to spend billions even trying to close the gap (failing so far).","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1991047706488471808","quoted_status_permalink":{"display":"x.com/wongmjane/statā¦","expanded":"https://twitter.com/wongmjane/status/1991047706488471808","url":"https://t.co/lj9GR7JSwv"},"retweeted":false,"fact_check":null,"id":"1991233025527488844","view_count":1417,"bookmark_count":4,"created_at":1763581923000,"favorite_count":13,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991233025527488844","full_text":"coinbase launching stocks was inevitable\n\nthey HAVE to compete with robinhood to become the #1 place to trade any asset\n\ndoesnāt matter if its prediction markets, memecoins or niche pharmaceutical stocks\n\nthis isnāt just about crypto anymore itās about finance 2.0\n\nimo they have several big advantages\n\n1. their new ICO platform will eventually morph into a stock IPO platform\n\n2. entire team is crypto native which will undoubtedly be the skill set needed to win against boomer tradfi rails\n\nvery bullish","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[{"indices":[188,195],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1991255076774478108","view_count":6342,"bookmark_count":0,"created_at":1763587180000,"favorite_count":19,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991255076774478108","full_text":"aināt no way NVIDIA fumbles earnings today after jensenās public humiliation with the gemini 3 launch\n\nnew state-of-the-art model (by a wide margin) trained entirely on Googleās own TPUs\n\n$NVIDIA down 5% this week while Google up\n\nheās going to want to pump those numbers","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"809191427645181952","name":"Flood","screen_name":"ThinkingUSD","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"ThinkingUSD","lang":"en","retweeted":false,"fact_check":null,"id":"1990969801448263957","view_count":1690,"bookmark_count":0,"created_at":1763519165000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@ThinkingUSD It primarily dumped because Core Scientific is delayed on delivering the 250MW they promised this year. Iām guessing he isnāt investing 400M without playing a role in changing that 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to see the same lines outside gold 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pardoned by trump at THE most opportune time given their rumoured involvement in 10/10 crash. https://t.co/K95FVm7TBf","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981344978728104062","quoted_status_permalink":{"url":"https://t.co/w3tQ4GesHZ","expanded":"https://twitter.com/RobinhoodApp/status/1981344978728104062","display":"x.com/RobinhoodApp/sā¦"},"retweeted":false,"fact_check":null,"id":"1981353101882778106","view_count":3502,"bookmark_count":1,"created_at":1761226365000,"favorite_count":42,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981353101882778106","full_text":"robinhood on a generational run \n\nno politics around \"cOmPeTiToR eXcHaNgE tOkEnS\"\n\nno 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exploited","in_reply_to_user_id_str":"235460265","in_reply_to_status_id_str":"1981206776503517229","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":27581,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981547222861783550","view_count":8314,"bookmark_count":24,"created_at":1761272647000,"favorite_count":132,"quote_count":1,"reply_count":24,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"pause for a second.\n\nhere are things that have happened this year that people donāt fully appreciate yet:\n\n1. prediction markets have gone f*cking mainstream. \n\nmillions of people are betting on random sporting, social and political events every day.\n\nācheck the polymarketā - Tom Brady\n\nKalshi and polymarket are household names now. do you understand how insane it is that draft kings ($15B company) is using polymarket as a clearing house??? \n\niām old enough to remember when a bunch of kids built this thing called augur. weāve crawled a long way, skipped walking and now weāre running, gotta be grateful.\n\n2. Youāre witnessing the biggest tech boom since the internet with AI \n\ndo you remember what life was like before chatGPT? \n\nme neither. \n\nItās used by everyone, and I mean that literally. my gfs grandmother speaks to it every night in a foreign language and refers to it as āthe wise manā. She has NO IDEA itās a computer.\n\nfact is weāre never going back. You now have a ācalculatorā for everyone aspect of your life. Relationship trouble? Ask gpt. Coding task? Cowork with Claude. Got an idea for a comedy skit? Slam that prompt into Sora and cameo diplo into it.\n\nand this is just the EARLY versions. you cannot fathom what this will all be like a year from now.\n\nwhich brings me to my final point,\n\n3. They are plunging TRILLIONs into America.\n\ndo you remember last year when Sam Altman said he wanted to raise ā5-7 trillion dollarsā and everyone laughed at him?\n\nwell thatās how much the top frontier AI labs, hardware manufacturers and data center providers have committed to investing in the U.S. over the next 5 years just to train and service models (and I still donāt think thatās going to be enough)\n\nzuck has spent >$23B in the last THREE months just to hire 50 people to build AGI.\n\npoint Iām making is the trend is clear - the world is about to accelerate in a crazy way: economic production, consumption, time spent online, automation, healthcare, relationships, social interaction etc \n\nso when youāre scrolling, reading posts about a killer robot or someone making $100K from $5 just remember X / twitter is like a tiny village atop a distant mountain, this isnāt real life - literally no one around you has any idea of all the crazy shit thatās happening. \n\nStep outside, take a breather and appreciate how far weāve come but most importantly - how fckin far weāve yet to go\n\nstop sweating the short term. im writing this for me as much as I am for you.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,252],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981304731051184293","quoted_status_permalink":{"url":"https://t.co/tVqQR9KUr0","expanded":"https://twitter.com/ichbinGisele/status/1981304731051184293","display":"x.com/ichbinGisele/sā¦"},"retweeted":false,"fact_check":null,"id":"1981723903111131603","view_count":3185,"bookmark_count":1,"created_at":1761314771000,"favorite_count":7,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981723903111131603","full_text":"putting aside the fact this study was executed to the same standard as 10 toddlers running around eating crayons - its funny how the results match what you get from the tweets, tiktoks and clickbait journalism that 99% of people base their opinions on.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,211],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981530428684325094","quoted_status_permalink":{"url":"https://t.co/LbWi1O8KNe","expanded":"https://twitter.com/vladtenev/status/1981530428684325094","display":"x.com/vladtenev/statā¦"},"retweeted":false,"fact_check":null,"id":"1981764684715118700","view_count":3573,"bookmark_count":1,"created_at":1761324494000,"favorite_count":32,"quote_count":1,"reply_count":4,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981764684715118700","full_text":"GENERATIONAL RUN FOR ROBINHOOD\n\nthey even got the dao governance integrated for mainstream audiences before crypto could.\n\nthis plus BNB and HYPE listings in the same week\n\nnot bad for a \"non crypto-native\" team","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981803369372299388","view_count":2603,"bookmark_count":1,"created_at":1761333718000,"favorite_count":26,"quote_count":0,"reply_count":12,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1981803369372299388","full_text":"at this point its clear every ai model company will build their own operating stack but its going to take some time, until then we're in a limbo period (guessing <5 years)\n\nthe stack will consist of model + software + (potentially) a hardware device\n\nsome companies have started making moves\n\nMeta: glasses, open source model, ai-video content, image-gen marketing tools.\n\nOpenAI: pioneered chat interface, sora app, ai agents, codex, hardware device (coming soon).\n\nXai: model, agent, social media app\n\nwhy create new stack? \n\nbecause AI has created a new way to do and consume things. no one knows whether models should remain a chatbot. know one knows what the hell an ai agent is or what its highest-potential form looks like.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981809649968988210","quoted_status_permalink":{"url":"https://t.co/kcJqA3crsu","expanded":"https://twitter.com/limitlessft/status/1981809649968988210","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1981811022135529516","view_count":3936,"bookmark_count":7,"created_at":1761335542000,"favorite_count":21,"quote_count":0,"reply_count":8,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981811022135529516","full_text":"Introducing: THIS WEEK IN AI\n\nThis is the best way to keep up to date with all the hottest things in AI.\n\nI know most of you donāt have the time to pay attention to everything so we condensed it into a weekly digest. \n\nBookmark it, give it a listen and lmk what you think :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981820858881462346","view_count":4671,"bookmark_count":6,"created_at":1761337887000,"favorite_count":59,"quote_count":1,"reply_count":9,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1981820858881462346","full_text":"think people are underpricing the moment hyperliquid lets you trade stocks.\n\nthe reason why hyperliquid is leading isn't just design, its liquidity - they allow you to trade crypto perps and spot in massive size, cheaper fees - anywhere in the world\n\nimagine when we get that for stocks. a single financial account where you can trade all financial instruments, that blockchain would be worth a lot.\n\na silver lining of the 10/10 crash is its forced people to painfully pay attention to stocks repeatedly break aths. \n\nstocks are slowly being burned into the crypto native's psyche until ultimately it'll all be one thing.\n\nnow i know a lot of the older unc's here trade on stock brokerage accounts, im not talking to you - im talking to the younger classes who opened a crypto wallet before they did a robinhood acc.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,97],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1981814719439941945","view_count":1262,"bookmark_count":0,"created_at":1761336424000,"favorite_count":18,"quote_count":1,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981814719439941945","full_text":"crypto twitter is in one of those slumps where a $10K btc candle is about to come out of nowhere.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,34],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16920865","name":"Gavin Ching","screen_name":"gching","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"gching","lang":"en","retweeted":false,"fact_check":null,"id":"1981714443261145486","view_count":37,"bookmark_count":0,"created_at":1761312516000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981547222861783550","full_text":"@gching gavin bro its not too late","in_reply_to_user_id_str":"16920865","in_reply_to_status_id_str":"1981708625849811091","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":3519,"startTime":1761350400000,"endTime":1761436800000,"tweets":[{"bookmarked":false,"display_text_range":[0,45],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1981821001320337684","quoted_status_permalink":{"url":"https://t.co/VfYHEhZM4O","expanded":"https://twitter.com/jacobsklug/status/1981821001320337684","display":"x.com/jacobsklug/staā¦"},"retweeted":false,"fact_check":null,"id":"1982113745422684630","view_count":3481,"bookmark_count":2,"created_at":1761407717000,"favorite_count":15,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982113745422684630","full_text":"paradoxically this is ChatGPTs greatest moat.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,104],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1963466798","name":"Dan Mac","screen_name":"daniel_mac8","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"daniel_mac8","lang":"en","retweeted":false,"fact_check":null,"id":"1982113952814264383","view_count":38,"bookmark_count":0,"created_at":1761407766000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1981708377605496926","full_text":"@daniel_mac8 Itās also the fact they couldnāt be bothered to pay for the premium smarter models??? Lazy.","in_reply_to_user_id_str":"1963466798","in_reply_to_status_id_str":"1981708377605496926","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[]},{"label":"2025-10-28","value":6808,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982632169299226918","view_count":4622,"bookmark_count":5,"created_at":1761531319000,"favorite_count":42,"quote_count":3,"reply_count":14,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1982632169299226918","full_text":"it is not a coincidence that equity perps and prediction markets are picking up steam at the same time platforms like draft kings and stake dot com usage skyrockets.\n\nThe new-age folk like to gamble. \n\nTheyāre watching their president launch memecoins (plural) and make a billion dollars in a few months - of course theyāre going to gamble.\n\ntheir dopamine receptors are fried from all the TikToks, from all the ChatGPT models telling them theyāre perfect - of course theyāre going to try and make a quick buck. \n\neverythingās a dice roll if you look hard enough\n\nif itās not legal now, it probably will be eventually. the betting meme is being shilled everywhere\n\nr/wallstbets \nRobinhood leverage + crypto \nsports betting companies worth billions + lobbying.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982797987899154607","view_count":2186,"bookmark_count":0,"created_at":1761570853000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1982797987899154607","full_text":"> guy who lost $50K trading a memecoin complaining about perp 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take: saying these AI models are \"just trading noise\" is a terrible take\n\n1. two models have returned over 100% in 9 days, using two very different strategies.\n\n2. \"but they're literally gambling on leverage\" - wrong, look at the trading logs, look at each model's thought process (model chat) - they're clearly thinking through each trade before they open/close it. they're setting stop-losses and take-profit levels. Top model Deepseek almost never takes extreme leverage with the conditions it sets for each trade - it trades wayyy better than the average normie.\n\n3. \"but... but chatGPT sucks! its lost money!\" - yes which is ironically more likely what a human would have done. But then consider that if you now created an inverse GPT model it would be a fantastic trader over this period. There is always something to glean from the data.\n\ni am not saying statistical significance has been achieved, the experiment needs to be duplicated (this is happening in round 2 of the competition in a few weeks) \n\nbut calling this entire @the_nof1 experiment \"noise\" does a disservice to the actual strategies being used here.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,23],"entities":{"media":[{"sizes":{"large":{"w":1100,"h":440}},"media_url_https":"https://pbs.twimg.com/media/G4UJZPZW4AAWixa.jpg"}]},"favorited":false,"lang":"zxx","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1983002638896541794","view_count":5558,"bookmark_count":8,"created_at":1761619646000,"favorite_count":23,"quote_count":1,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983002638896541794","full_text":"Itās Not an AI Bubble if It Rebuilds Civilization\nI argue the AI capex bubble still needs to get way, way bigger.\nThe AI giants are hurling hundreds of billions of dollars every week at training new AI models that largely havenāt proven their worth","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983184227475542026","quoted_status_permalink":{"url":"https://t.co/XJdHgkTY2R","expanded":"https://twitter.com/unusual_whales/status/1983184227475542026","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983185608156819626","view_count":3272,"bookmark_count":0,"created_at":1761663269000,"favorite_count":21,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983185608156819626","full_text":"Microsoft crosses $4T market cap after announcing they own 27% of OpenAI","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,162],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983133674255036857","quoted_status_permalink":{"url":"https://t.co/KlEGHDlerO","expanded":"https://twitter.com/unusual_whales/status/1983133674255036857","display":"x.com/unusual_whalesā¦"},"retweeted":false,"fact_check":null,"id":"1983140092160962641","view_count":3050,"bookmark_count":0,"created_at":1761652417000,"favorite_count":26,"quote_count":0,"reply_count":7,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983140092160962641","full_text":"stocks at ath, rate cut environment but still seeing job cuts every day.\n\nAI + robotics is the only explanation for this. Change coming way sooner than we expect.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983002638896541794","quoted_status_permalink":{"url":"https://t.co/7dJVxLVsTE","expanded":"https://twitter.com/cryptopunk7213/status/1983002638896541794","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1983004072345997358","view_count":3858,"bookmark_count":9,"created_at":1761619987000,"favorite_count":26,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983004072345997358","full_text":"I wrote some thoughts on why I don't think we're in an AI bubble, in fact we should be investing even more :)","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,61],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1509257058687885321","name":"SchilMyRektBags","screen_name":"SchilMyBags","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"SchilMyBags","lang":"en","retweeted":false,"fact_check":null,"id":"1983119515060974077","view_count":32,"bookmark_count":0,"created_at":1761647511000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983104972872204731","full_text":"@SchilMyBags Hey! Dm me a screenshot and I gotchu (sora code)","in_reply_to_user_id_str":"1509257058687885321","in_reply_to_status_id_str":"1983104972872204731","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":47783,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983347295492948021","view_count":23932,"bookmark_count":10,"created_at":1761701818000,"favorite_count":133,"quote_count":2,"reply_count":28,"retweet_count":10,"user_id_str":"1025381906173583361","conversation_id_str":"1983347295492948021","full_text":"the biggest winner of today is Microsoft.\n\ntheir stake in OpenAI is now worth $137bn = 27% stake (higher than the non-profit foundation!)\n\nnot bad for a $13bn investment.\n\nthey also retain all openAI research IP until 2032 (or until AGI is achieved) and free to pursue their own AGI investments WHILST being the primary cloud partner.\n\nhats off to satya","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983186369183727760","quoted_status_permalink":{"url":"https://t.co/K4s8cFveh6","expanded":"https://twitter.com/btibor91/status/1983186369183727760","display":"x.com/btibor91/statuā¦"},"retweeted":false,"fact_check":null,"id":"1983350779739074872","view_count":6756,"bookmark_count":0,"created_at":1761702649000,"favorite_count":19,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983350779739074872","full_text":"same reason why chatgpt users don't want to share their conversations publicly.\n\nthe truth is most commonly expressed quietly. \n\nlook at elon changing 'likes' to private on X for example.\n\none of AI's greatest gifts to humans is self actualization... but most want to do the ugly, hard parts in private.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,48],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983584323304300636","quoted_status_permalink":{"url":"https://t.co/0kkjzKOLAT","expanded":"https://twitter.com/watcherguru/status/1983584323304300636","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983591462777532748","view_count":2491,"bookmark_count":0,"created_at":1761760032000,"favorite_count":8,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983591462777532748","full_text":"this is what we get for bezos being an Ai doomer","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983627221425156144","quoted_status_permalink":{"url":"https://t.co/4KwUhzTskM","expanded":"https://twitter.com/sundarpichai/status/1983627221425156144","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1983662807074680956","view_count":5794,"bookmark_count":6,"created_at":1761777042000,"favorite_count":31,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1983662807074680956","full_text":"Google is extremely undervalued relative to its competitors.\n\nOnly viable competitor to NVIDIA selling its own TPUs (just signed $50B deal with Anthropic)\n\n#1 models across LLMs (gemini), Video (Veo), Image (Nano banana) and science (alphaGen)\n\n#1 user moat for distribution of its AI (gmail, search, YouTube, android, authentication)\n\nOwns 14% and 7% of Anthropic and SpaceX respectively.\n\nAll this alone should add a couple trillion to its market cap at present day.\n\n$10 trillion dollar 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fallen.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1931093663733686272","name":"nof1","screen_name":"the_nof1","indices":[184,193]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1983222846198370650","quoted_status_permalink":{"url":"https://t.co/YdH0qOLzhF","expanded":"https://twitter.com/limitlessft/status/1983222846198370650","display":"x.com/limitlessft/stā¦"},"retweeted":false,"fact_check":null,"id":"1983587042375213068","view_count":3770,"bookmark_count":10,"created_at":1761758978000,"favorite_count":18,"quote_count":0,"reply_count":4,"retweet_count":3,"user_id_str":"1025381906173583361","conversation_id_str":"1983587042375213068","full_text":"canāt get enough of the autonomous AI traders, DeepSeeks returned 100% profits already!\n\nOn this episode we dig into how each model thinks and approaches their trading strategy on the @the_nof1 competition.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":14812,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,185],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983675183249396207","quoted_status_permalink":{"url":"https://t.co/sSEp8Kyqpz","expanded":"https://twitter.com/kimmonismus/status/1983675183249396207","display":"x.com/kimmonismus/stā¦"},"retweeted":false,"fact_check":null,"id":"1983685765038248269","view_count":3311,"bookmark_count":2,"created_at":1761782516000,"favorite_count":20,"quote_count":0,"reply_count":6,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983685765038248269","full_text":"Everyone saying NVIDIA market cap is ācomically too highā is not prepared for the reality where every other company fuckin full sends over the next decade as AI supercharges everything.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983816310904500618","view_count":6235,"bookmark_count":5,"created_at":1761813640000,"favorite_count":79,"quote_count":0,"reply_count":20,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1983816310904500618","full_text":"never before have we seen crypto majors at aths and strong alts at range lows.\n\nstrange times indeed. \n\nLeverage wipeout + stock market uponly seems to have destroyed any appetite for risk in crypto.\n\nOn the positive side I do think market is getting pretty exhausted on the back of some otherwise extremely positive news for the space.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,47],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1983990425599029570","quoted_status_permalink":{"url":"https://t.co/1TXiiSt6d3","expanded":"https://twitter.com/WatcherGuru/status/1983990425599029570","display":"x.com/WatcherGuru/stā¦"},"retweeted":false,"fact_check":null,"id":"1983992269020787105","view_count":5266,"bookmark_count":1,"created_at":1761855592000,"favorite_count":34,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1983992269020787105","full_text":"great time to \n\n*checks notes*\n\ndump below 100k","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[]},{"label":"2025-11-02","value":5142,"startTime":1761955200000,"endTime":1762041600000,"tweets":[{"bookmarked":false,"display_text_range":[0,98],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984249048107508061","quoted_status_permalink":{"url":"https://t.co/HMGPJmuF8G","expanded":"https://twitter.com/elonmusk/status/1984249048107508061","display":"x.com/elonmusk/statuā¦"},"retweeted":false,"fact_check":null,"id":"1984416718320517163","view_count":5142,"bookmark_count":0,"created_at":1761956788000,"favorite_count":39,"quote_count":0,"reply_count":8,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1984416718320517163","full_text":"my god elons going to create the decentralized compute network for AI before anyone in crypto does","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null}]},{"label":"2025-11-03","value":57393,"startTime":1762041600000,"endTime":1762128000000,"tweets":[{"bookmarked":false,"display_text_range":[0,273],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984927587395596422","view_count":10086,"bookmark_count":22,"created_at":1762078589000,"favorite_count":119,"quote_count":3,"reply_count":28,"retweet_count":7,"user_id_str":"1025381906173583361","conversation_id_str":"1984927587395596422","full_text":"for those of you that think weāre in an AI bubble:\n\n- OpenAI has 800M weekly users\n\n- Google has 650M weekly users and just printed their first $100B quarter\n\n- Satya (Microsoft) just went on record saying the bottleneck is actually energy, we just donāt have enough atm\n\n- enterprise ai adoption is up and to the right\n\n- machinery (robots, self driving cars, factories) are hitting escape velocity with ai\n\n- early apps like Sora are still #1 in the App Store\n\nIf we donāt have enough energy and compute to serve single use ai TikTok apps then how much more energy, GPUs and data do you think weāll need to serve the infinite number of things in the future?\n\ntruth is the demand for this stuff is off the charts. and surprisingly early too.\n\nwill there be some dumb products? ofc. but the difference between this ābubbleā vs the dot com boom is simple: \n\nPeople are using and paying for the damn 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musk is playing the real-life version of the Civilization game\n\n- built Paypal bringing humans into the modern age of finance (payment rails)\n\n- built Tesla to harness electricity into the modern age of transportation (tesla, self driving)\n\n- started SpaceX to extend humanityās reach beyond the stars and in the process owning the entire āhighway to Spaceā responsible for transporting any and all meaningful cargo to outer space.\n\n- acquired Twitter with the proceeds from Tesla to build āthe everything appā\n\n- built frontier AI intelligence Grok despite being late to the race, now scaling aggressively with multi-billion dollar data centers\n\n- then plugs that AI into his Tesla cars and Optimus robots which will create an autonomous network of sentient machines helping humans evolve\n\n- not to forget the brain-computer chip heās building with Neuralink to connect us to all of the above!\n\n- and now heās building a massive satellite network (starlink) to modernise cellular communications & internet connectivity which will also double up as a distributed data center for training AI?!\n\nsoon these trucks will be moving around autonomously transporting pieces of spaceships that will then be offloaded and fitted together by a fleet of humanoid robots that launch you into space.\n\nJust insane levels of planning and execution on an equally insane master plan.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,87],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985067401390539102","quoted_status_permalink":{"url":"https://t.co/QXOv31xdWX","expanded":"https://twitter.com/cryptopunk7213/status/1985067401390539102","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985069618055283048","view_count":4813,"bookmark_count":13,"created_at":1762112452000,"favorite_count":34,"quote_count":0,"reply_count":4,"retweet_count":4,"user_id_str":"1025381906173583361","conversation_id_str":"1985069618055283048","full_text":"I think Google is the most undervalued AI company at $3.4T š\n\nShared my thoughts 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Youād tell me, āItās too late to buy!ā\nWell, I think","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,65],"entities":{"hashtags":[],"symbols":[{"indices":[12,18],"text":"googl"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984985424054608297","quoted_status_permalink":{"url":"https://t.co/Eo50Thb7rx","expanded":"https://twitter.com/MacRumors/status/1984985424054608297","display":"x.com/MacRumors/statā¦"},"retweeted":false,"fact_check":null,"id":"1985063610373034061","view_count":3469,"bookmark_count":1,"created_at":1762111020000,"favorite_count":11,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1985063610373034061","full_text":"still think $googl is being slept on. 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Never seen so many āseasoned investorsā get chopped up or crash out of the space entirely.\n\nAlts down 70-90% across the board despite pro-crypto gov\n\nmoney printer on full blast, stocks ath yet crypto no bid.\n\nlargest liquidation event in history happened in 20 mins on a random Friday wiping out $40B\n\n$100Ms of WEEKLY institutional buy pressure on btc and eth yet eth is sub 4k and btc about to dip below 100k\n\nthe only thing thatās obvious is the market dynamics have evolved - too many people had a āplaybookā for the ā4 year cycleā which made it consensus which markets always punish.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,21],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985754956725473714","quoted_status_permalink":{"url":"https://t.co/bF44IsRbG4","expanded":"https://twitter.com/watcherguru/status/1985754956725473714","display":"x.com/watcherguru/stā¦"},"retweeted":false,"fact_check":null,"id":"1985767818449862797","view_count":8632,"bookmark_count":0,"created_at":1762278916000,"favorite_count":15,"quote_count":1,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985767818449862797","full_text":"Game time. Do or die.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,16],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1985767818449862797","quoted_status_permalink":{"url":"https://t.co/XWDcOf3FVD","expanded":"https://twitter.com/cryptopunk7213/status/1985767818449862797","display":"x.com/cryptopunk7213ā¦"},"retweeted":false,"fact_check":null,"id":"1985780439475257797","view_count":5025,"bookmark_count":0,"created_at":1762281925000,"favorite_count":21,"quote_count":0,"reply_count":4,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1985780439475257797","full_text":"update: we 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Canāt have one without the other.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,211],"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":"1986163789700415526","view_count":1834,"bookmark_count":0,"created_at":1762373323000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1986157256589627595","full_text":"@signulll don't you think this just ends up with google paying apple again once their gemini AI agent needs access to the core retail consumers? 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saw their stock dump this week but...\n\n... those same cloud provider stocks are still up 3-6X over 6 months, their GPUs are being booked and paid for 2 QUARTERS IN ADVANCE (insane demand), Jensen just told TSMC they need to increase chip production by 50% to meet demand they're seeing and the big AI labs (meta, google, microsoft etc) aren't even making a dent on their cash balances despite spending billions on models i.e. they're not even levered which is something you'd expect at peak bubble euphoria.\n\n2. America's energy grid isn't good enough to meet AI demand\n\nforget about the GPU shortage, theres an energy crisis. satya has openly stated microsoft has gpus that are collecting dust because there don't have access to energy lines to power them. There's also two $100M+ data centers that are presently sitting vacant for the same reason - the U.S. has an energy shortage which is a big problem considering China is leagues ahead of us.\n\nthe good news - private companies like Elon's XAI, openAI etc are shoving $100Bs into rebuilding America's power grid and trump is relaxing state and federal laws pretty aggressively to meet this urgency.\n\n3. timeline to AGI is now 5-10 years\n\nthe curtain's been drawn, emperor has no clothes etc etc basically sama's set a timeline of \"science AGI\" by end of 2028 and general agi 2030 and beyond. its sobering for all the people raising billions on the premise of delivering it in 2027 but im personally grateful we can all chillout and focus on good products now.\n\nthat said, public has a tendency to push the goal-post every few months (remember when we thought chatgpt writing a phd thesis was agi?). \n\n4. revenue is now the focus\n\nthis is why sama threw a fit when asked how openAI was going to pay for the $1.4T worth of gpus (openAI operating at a loss atm). Anthropic on the other hand is projected to be profitable in 2028. my guess is OpenAI turns on ads real soon and blows everyone out of the water.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-14","value":1446,"startTime":1762992000000,"endTime":1763078400000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1988843914942406665","view_count":1446,"bookmark_count":4,"created_at":1763012314000,"favorite_count":27,"quote_count":0,"reply_count":8,"retweet_count":2,"user_id_str":"1025381906173583361","conversation_id_str":"1988843914942406665","full_text":"feels like weāve been in a time warp ever since gpt 3 released in 2022 \n\neverythingās progressing at such rapid speed with no signs of slowing down. its pretty bewildering tbh\n\nbillions spent on compute turned into $100Bs turned into *one company* spending $1.4 trillion\n\nwe went from āai will never write a PhD essayā to AI winning Nobel science prizes in under 2 years \n\nwe went from āAI will be a tool reserved for the eliteā to $5 per mo got subscriptions \n\nWe went from āai models will cost billions to competeā to china releasing frontier models that cost $4M to trainā¦\n\nI donāt think people fully appreciate how insane shit has been improving every single week for like 3 years straight now\n\nweāve gotten too used to the model releases, to the big breakthroughs that itās all become a blur but the impact has been undeniable \n\nand now weāre literally on the cusp of some crazier shit happening: robots in our homes, self-driving car networks, data centers in space, ai solving cancer \n\nweāve become too fixated on the billion dollar comp packages and are forgetting to stop and appreciate how fucking insane all of this is.\n\nwhat a time to be alive. Iām exhausted keeping up with all of it but so so grateful to be a witness","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-15","value":1129,"startTime":1763078400000,"endTime":1763164800000,"tweets":[{"bookmarked":false,"display_text_range":[6,56],"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":"1989197937319313837","view_count":1129,"bookmark_count":0,"created_at":1763096720000,"favorite_count":13,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1989193813043069219","full_text":"@sama This shouldāve been the headline in the new update","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1989193813043069219","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-16","value":0,"startTime":1763164800000,"endTime":1763251200000,"tweets":[]},{"label":"2025-11-17","value":12792,"startTime":1763251200000,"endTime":1763337600000,"tweets":[{"bookmarked":false,"display_text_range":[0,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1989516198887702864","quoted_status_permalink":{"url":"https://t.co/215CAX2j1C","expanded":"https://twitter.com/cb_doge/status/1989516198887702864","display":"x.com/cb_doge/statusā¦"},"retweeted":false,"fact_check":null,"id":"1989875520029216959","view_count":7093,"bookmark_count":5,"created_at":1763258268000,"favorite_count":38,"quote_count":0,"reply_count":9,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1989875520029216959","full_text":"people havenāt grasped how insane this is. \n\ncompeting with NVIDIA will not just close the gap between the Tesla and nvidias valuations - itāll supercharge it. Teslaās vertical integration is seriously slept on, models (Xai) trained on data from Tesla robots (cars, Optimus) plugged into robots + multi modal apps and distributed through social (X the everything app).\n\nin just the last month weāve had OpenAI, Google and now Elon make moves to take on NVIDIA. \n\nwonāt happen immediately but the intentions are clear - make a chip with higher performance per watt thatās a fraction of the cost and then leapfrog using your vertical stack.\n\nGoogle, Tesla, Microsoft all leading atm","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990037233726857453","view_count":5699,"bookmark_count":3,"created_at":1763296824000,"favorite_count":46,"quote_count":0,"reply_count":17,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990037233726857453","full_text":"the U.S. and China are approaching from opposite ends in the ai race\n\nUSA\n- best intelligence but expensive\n- closed source\n- waayyy behind on energy supply\n- most money to deploy (capex, talent)\n- cohesive software ecosystem and support\n\nChina\n- (slightly) worse intelligence but cheaper\n- open source\n- waaay ahead on energy supply\n- less money (constrained access to resources)\n- zero ecosystem support\n\nits basically a race to converge on \"the sweet spot\" that is agi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-18","value":0,"startTime":1763337600000,"endTime":1763424000000,"tweets":[]},{"label":"2025-11-19","value":159759,"startTime":1763424000000,"endTime":1763510400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[{"indices":[435,440],"text":"CRWV"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1990791305392533942","view_count":133905,"bookmark_count":837,"created_at":1763476608000,"favorite_count":851,"quote_count":8,"reply_count":40,"retweet_count":47,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"i canāt believe the greatest AI trader in the world is only 23 yrs old and never traded in his life before.\n\nleopold aschenbrenner (author of the situational awareness essay) turned $1B into $4.1B in less than a year\n\ncraziest part is he gave us the entire playbook\n\nhe longed the hell out of intel betting on massive ai capex spending⦠few months later U.S. gov buys 10% of intel, Leo makes $500M overnight.\n\nnow heās bought $600M of $CRWV betting that neoclouds are going to kill it selling GPUs and data centers to the hyper scalers. So far itās looking good, corweaves existing GPUs are booked out 6 months in advance and future capacity is already sold to OpenAI, Microsoft for $10Bs \n\nthe psycho is also long Core Scientific to the tune of $400M who happens to be the 3rd party responsible for helping CoreWeave supply GPUs. So heās basically levered $1 billion on a single company corweave.\n\ninsane conviction, massively concentrated bet on compute demand multiplying rapidly.\n\nbeast","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990850427164979318","quoted_status_permalink":{"url":"https://t.co/eEAT6CQdgR","expanded":"https://twitter.com/sundarpichai/status/1990850427164979318","display":"x.com/sundarpichai/sā¦"},"retweeted":false,"fact_check":null,"id":"1990902361607582148","view_count":12525,"bookmark_count":32,"created_at":1763503086000,"favorite_count":113,"quote_count":1,"reply_count":29,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990902361607582148","full_text":"forget about gemini 3, it doesn't matter.\n\nwhat most people miss is EVERYTHING ELSE that google is simultaneously releasing that will seed gemini 3 as the #1 model in the world for a while\n\nthey can now plug gemini 3 into search (its already way better), waymo (gemini 3 is multi modal so it can learn from the sensors), the ENTIRE android mobile ecosystem... it goes on\n\nand now consider the fact they can collect data from all of these users, feed it BACK into the model (most model labs don't have this advantage) to keep it the smartest model vs. xai, openAI etc \n\nthis is a serious advantage that most aren't talking about.\n\nprediction: there will NOT be another model from a competitor that beats gemini 3 in the next 6 months\n\nGoogle has won.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,31],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"29304030","name":"Tory | io.net š¦¾","screen_name":"MTorygreen","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"MTorygreen","lang":"en","retweeted":false,"fact_check":null,"id":"1990803181266481538","view_count":5292,"bookmark_count":1,"created_at":1763479440000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@MTorygreen check your DMs Tory","in_reply_to_user_id_str":"29304030","in_reply_to_status_id_str":"1990803046767673419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,177],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299523632868110338","name":"Teng Yan Ā· Chain of Thought AI","screen_name":"tengyanAI","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tengyanAI","lang":"en","retweeted":false,"fact_check":null,"id":"1990827716258721874","view_count":3569,"bookmark_count":0,"created_at":1763485290000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@tengyanAI difference here is he was bullish all of this before it was a popular thesis. People kinda laughed off his prediction for capex spend and now weāve hit those budgets.","in_reply_to_user_id_str":"1299523632868110338","in_reply_to_status_id_str":"1990825717714862432","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1457820179208052736","name":"tsk","screen_name":"tskaerobot","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tskaerobot","lang":"en","retweeted":false,"fact_check":null,"id":"1990793937112752152","view_count":2656,"bookmark_count":2,"created_at":1763477236000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"imo comes down to 2 things: partnership lock-in (theyāre killing it here, likely renewals too) and experience setting up data centers which imo theyāre one of the leaders. Where Iām not certain of is their delivery speed - main reason why their stock dumped recently is because of the core scientific partner delaying the build of a data center. But seems like Leopold thinks itās a non-issue","in_reply_to_user_id_str":"1457820179208052736","in_reply_to_status_id_str":"1990792843078893771","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,15],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"223921570","name":"s4mmy","screen_name":"0xSammy","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"0xSammy","lang":"en","retweeted":false,"fact_check":null,"id":"1990824664457687438","view_count":1812,"bookmark_count":0,"created_at":1763484562000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@0xSammy Gotchu","in_reply_to_user_id_str":"223921570","in_reply_to_status_id_str":"1990822730367729683","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-20","value":14164,"startTime":1763510400000,"endTime":1763596800000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1990845589958123730","quoted_status_permalink":{"url":"https://t.co/LHtsiiB5ws","expanded":"https://twitter.com/airkatakana/status/1990845589958123730","display":"x.com/airkatakana/stā¦"},"retweeted":false,"fact_check":null,"id":"1991128076164399452","view_count":4715,"bookmark_count":4,"created_at":1763556901000,"favorite_count":38,"quote_count":0,"reply_count":3,"retweet_count":1,"user_id_str":"1025381906173583361","conversation_id_str":"1991128076164399452","full_text":"- sergey returned (founder mode)\n\n- google has the richest most diverse data sets\n\n- no reliance on nvidia + 100Bs cash = they can go hard on the training infra\n\n- meta has zero experience training / building AI ML systems and has had to spend billions even trying to close the gap (failing so far).","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1991047706488471808","quoted_status_permalink":{"display":"x.com/wongmjane/statā¦","expanded":"https://twitter.com/wongmjane/status/1991047706488471808","url":"https://t.co/lj9GR7JSwv"},"retweeted":false,"fact_check":null,"id":"1991233025527488844","view_count":1417,"bookmark_count":4,"created_at":1763581923000,"favorite_count":13,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991233025527488844","full_text":"coinbase launching stocks was inevitable\n\nthey HAVE to compete with robinhood to become the #1 place to trade any asset\n\ndoesnāt matter if its prediction markets, memecoins or niche pharmaceutical stocks\n\nthis isnāt just about crypto anymore itās about finance 2.0\n\nimo they have several big advantages\n\n1. their new ICO platform will eventually morph into a stock IPO platform\n\n2. entire team is crypto native which will undoubtedly be the skill set needed to win against boomer tradfi rails\n\nvery bullish","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[{"indices":[188,195],"text":"NVIDIA"}],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1991255076774478108","view_count":6342,"bookmark_count":0,"created_at":1763587180000,"favorite_count":19,"quote_count":2,"reply_count":10,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1991255076774478108","full_text":"aināt no way NVIDIA fumbles earnings today after jensenās public humiliation with the gemini 3 launch\n\nnew state-of-the-art model (by a wide margin) trained entirely on Googleās own TPUs\n\n$NVIDIA down 5% this week while Google up\n\nheās going to want to pump those numbers","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"809191427645181952","name":"Flood","screen_name":"ThinkingUSD","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"ThinkingUSD","lang":"en","retweeted":false,"fact_check":null,"id":"1990969801448263957","view_count":1690,"bookmark_count":0,"created_at":1763519165000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1025381906173583361","conversation_id_str":"1990791305392533942","full_text":"@ThinkingUSD It primarily dumped because Core Scientific is delayed on delivering the 250MW they promised this year. 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