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Building GPU clusters in Bangkok. Local LLMs, AI infrastructure. fashion tech. Solo founder. Own your compute.
475following443followers
The Entrepreneur
Sudo su is a solo founder passionately building GPU clusters and AI infrastructure in Bangkok, pioneering the intersection of fashion tech and local LLMs. With a fierce commitment to owning compute power, they champion the idea of personal hardware ownership over convenience. Their tweets reveal a resourceful innovator who turns technical expertise into entrepreneurial ventures with a side hustle mindset.
Sudo su’s love for GPUs is so intense, it’s like every new graphics card is a long-lost friend—except those friends probably wish they’d get less attention and more frequent use. At this rate, their room's less ‘data center’ and more ‘GPU hoarder’s anonymous meeting.’
Successfully built a scalable local GPU cluster in Bangkok that not only serves their AI projects but also generates passive income by renting out idle hardware—proving that owning your compute truly pays off.
To democratize AI computing by empowering individuals and businesses to own and operate their own GPU hardware, fostering autonomy and innovation in the AI infrastructure space.
They believe that true infrastructure expertise comes from hands-on experience, not just using APIs. Ownership trumps convenience, and hardware should be actively utilized to create value, not just sit idle. They value self-reliance, technical mastery, and maximizing resource efficiency through innovative monetization of idle assets.
Unmatched technical know-how combined with entrepreneurial grit; the ability to balance building cutting-edge local AI infrastructure while monetizing hardware downtime. Their authenticity and hands-on experience build credibility and trust in a niche market.
Their biggest competitor is their own inconsistency, highlighting that even the most driven entrepreneurs can struggle with maintaining steady momentum. Also, their niche focus could limit broader audience appeal without tailored communication.
To grow your audience on X, focus on sharing more behind-the-scenes content about the challenges and successes of running local AI compute clusters, including educational threads on hardware troubleshooting. Engage consistently with AI and hardware communities by answering questions and initiating discussions, paired with some light humor to showcase your personality beyond the tech.
Sudo su admits to an almost addictive passion for hoarding GPUs, equating it to breathing oxygen—plenty of silicon stacks in their closet! Also, they rent out their idle GPU nodes, cleverly covering power costs and turning downtime into passive income.
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GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. 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Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":1,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","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":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":7,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes longer.","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":[0,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982813218486546853","view_count":44,"bookmark_count":0,"created_at":1761574484000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982813218486546853","full_text":"\"Focus on one thing\" is advice from people with runway.\n\nMost solo builders:\nBuild what pays.\nDream about what compounds.\nSleep when it's done.\n\nPick 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 😂","in_reply_to_user_id_str":"1173552893003255808","in_reply_to_status_id_str":"1982611928943128910","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1471482271441960961","name":"sui dev ☄️","screen_name":"birdabo404","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"birdabo404","lang":"en","retweeted":false,"fact_check":null,"id":"1982600918769225827","view_count":23,"bookmark_count":0,"created_at":1761523868000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982456167453602218","full_text":"@birdabo404 Tools don't ruin people.\n\nThey amplify what was already there.\n\nThe curious ones are 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suggestion.","in_reply_to_user_id_str":"1836078160653246464","in_reply_to_status_id_str":"1982510330824847844","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,74],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"43298358","name":"Alex Turovski","screen_name":"AlxTurovski","indices":[0,12]}]},"favorited":true,"in_reply_to_screen_name":"AlxTurovski","lang":"en","retweeted":false,"fact_check":null,"id":"1982785534486348199","view_count":0,"bookmark_count":0,"created_at":1761567884000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982379470364483805","full_text":"@AlxTurovski Most productive hours are the ones you steal.\n\nKeep grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either way.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1982611534368186461","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,161],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982787431561642244","view_count":22,"bookmark_count":1,"created_at":1761568336000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982763745169309811","full_text":"@robj3d3 This.\n\nOct 2: 98K view reply on viral post\nOct 27: 4,964 view reply on 195K post\n\nPattern = early on mega-viral threads.\n\nNow hunting 100K+ posts daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor risk.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1982839339840426046","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982868311152214470","view_count":33,"bookmark_count":0,"created_at":1761587619000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982851261587194114","full_text":"@robj3d3 Another Bangkok builder. 🇹🇭\n\nBest city for building + terrible city for running GPUs.\n\nFollowing the journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":1,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":1,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":5,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a 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Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":1,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. The middle is expensive and messy.","in_reply_to_user_id_str":"1389913567671975937","in_reply_to_status_id_str":"1985318222103527751","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1985520922250682800","view_count":206,"bookmark_count":0,"created_at":1762220051000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985425998826127390","full_text":"@unusual_whales Jensen says we need hundreds of thousands of electricians and plumbers. Elon says Optimus robots will do all physical labor. both need massive amounts of electricity to work. neither has solved who's wiring the power grid to support either vision. Ironic.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1985425998826127390","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20571756","name":"Satya Nadella","screen_name":"satyanadella","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"satyanadella","lang":"en","retweeted":false,"fact_check":null,"id":"1985530760640836043","view_count":215,"bookmark_count":0,"created_at":1762222397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985517602475508037","full_text":"@satyanadella 1.1M tokens/sec on GB300 proves the hardware can deliver. Whether Azure customers can actually access that performance at reasonable cost is the real question.\n \nImpressive engineering though.","in_reply_to_user_id_str":"20571756","in_reply_to_status_id_str":"1985517602475508037","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1666103476945031168","name":"Robert Youssef","screen_name":"rryssf_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"rryssf_","lang":"en","retweeted":false,"fact_check":null,"id":"1985540560107814970","view_count":668,"bookmark_count":1,"created_at":1762224733000,"favorite_count":10,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985294369562427839","full_text":"Context engineering and prompt engineering are the same thing. You're providing information to get better outputs. Whether you call it prompts, context, or instructions doesn't change the fact that you're engineering inputs for better results. New papers need new terminology to justify publication. Builders just use whatever works.","in_reply_to_user_id_str":"1666103476945031168","in_reply_to_status_id_str":"1985294369562427839","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985544813949960654","view_count":65,"bookmark_count":1,"created_at":1762225747000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985368909525164120","full_text":"This is productivity advice for people who don't actually build things. Builders with real problems don't need 3 days of boredom for ideas. The ideas come from shipping, breaking things, and fixing them. Inspiration follows work, not idleness. \n\nPen and paper ready for what? Writing down shower thoughts isn't a business plan.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1985368909525164120","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,174],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"524618848","name":"Can","screen_name":"icanvardar","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"icanvardar","lang":"en","retweeted":false,"fact_check":null,"id":"1985519044079075435","view_count":323,"bookmark_count":0,"created_at":1762219603000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985113494879138065","full_text":"@icanvardar This is what happens when the entire AI industry needs the same hardware and there's only one supplier. Jensen doesn't negotiate pricing. He allocates territory.","in_reply_to_user_id_str":"524618848","in_reply_to_status_id_str":"1985113494879138065","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1985526877612818916","view_count":161,"bookmark_count":0,"created_at":1762221471000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985288342431224142","full_text":"\"Greatest theft in human history\" is dramatic but the pattern is standard. Nonprofit → capped profit → uncapped profit. Every successful nonprofit that finds product market fit eventually does this. Wikipedia is the exception not the rule. \n\nThe real lesson isn't about Elon or Sam. It's that mission statements don't survive contact with billiondollar valuations.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1985288342431224142","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,176],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1732740370453143553","name":"Andi","screen_name":"andi_losing","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"andi_losing","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985536576408191024","view_count":1,"bookmark_count":0,"created_at":1762223783000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985325036085911867","full_text":"@andi_losing +2400 in a weekend is wild. That's not organic growth, that's something going viral. What hit? Curious what drove that kind of spike. Congrats on the momentum. 🤝","in_reply_to_user_id_str":"1732740370453143553","in_reply_to_status_id_str":"1985325036085911867","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1705245484628226048","name":"Ryan Greenblatt","screen_name":"RyanPGreenblatt","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"RyanPGreenblatt","lang":"en","retweeted":false,"fact_check":null,"id":"1985544366119927843","view_count":131,"bookmark_count":0,"created_at":1762225641000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985397392506830901","full_text":"Anthropic can't even predict their own API stability but we're supposed to trust their AGI timeline? 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It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. 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Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":12,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":4,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":6,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. All version zero of ownership.\n\nEventually you either:\n> Own your infrastructure\n>Accept permanent dependency\n> Get priced out\n\nThere is no fourth option.","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":[11,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1987033848384025043","view_count":51,"bookmark_count":0,"created_at":1762580761000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986888864737423663","full_text":"@scaling01 Tested yesterday on complex reasoning tasks. Impressed. Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. 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But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. 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Most founders feel that gap between what’s public and what’s real. The fact you’re still building at $100 MRR already separates you from 99% who stopped at idea stage.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1979934133989101978","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1809124506772123648","name":"Tasorn","screen_name":"tasornp","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"tasornp","lang":"en","retweeted":false,"fact_check":null,"id":"1980194187976073511","view_count":4,"bookmark_count":0,"created_at":1760950059000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979921904363348105","full_text":"@tasornp 'Enjoying the process' is cope when the slow weeks hit. You show up anyway because quitting is worse. It's not about enjoying every moment but maybe about commitment when enjoyment runs out.","in_reply_to_user_id_str":"1809124506772123648","in_reply_to_status_id_str":"1979921904363348105","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16338987","name":"Alex MacGregor","screen_name":"alexmacgregor__","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"alexmacgregor__","lang":"en","retweeted":false,"fact_check":null,"id":"1980164345754710403","view_count":43,"bookmark_count":0,"created_at":1760942944000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979887787806790026","full_text":"@alexmacgregor__ Bangkok builder here. Can confirm. Cost/quality ratio is insane.","in_reply_to_user_id_str":"16338987","in_reply_to_status_id_str":"1979887787806790026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,260],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14710129","name":"Peter H. Diamandis, MD","screen_name":"PeterDiamandis","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"PeterDiamandis","lang":"en","retweeted":false,"fact_check":null,"id":"1980156892417818943","view_count":8,"bookmark_count":0,"created_at":1760941167000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980001376752079165","full_text":"@PeterDiamandis They'd probably ask why we have all this technology but still can't figure out basic things like not destroying the planet or feeding everyone. Progress is uneven. We're amazing at some things, terrible at others. Tools advanced. Wisdom didn't.","in_reply_to_user_id_str":"14710129","in_reply_to_status_id_str":"1980001376752079165","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,268],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1552206784974258180","name":"Ilya - イリア","screen_name":"its_ilya","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"its_ilya","lang":"en","retweeted":false,"fact_check":null,"id":"1980229701705883735","view_count":4,"bookmark_count":0,"created_at":1760958526000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980212396229881879","full_text":"@its_ilya Can confirm. At 287 doing exactly this. 40+ thoughtful replies/day on tech/builder content. Zero 'follow me' posts. Growing steadily. \n\nThe followers who come from value actually engage. The ones from follow-for-follow vanish. \nQuality > quantity, always.","in_reply_to_user_id_str":"1552206784974258180","in_reply_to_status_id_str":"1980212396229881879","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,243],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"470129898","name":"Tibo","screen_name":"tibo_maker","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tibo_maker","lang":"en","retweeted":false,"fact_check":null,"id":"1980246487226605861","view_count":34,"bookmark_count":0,"created_at":1760962528000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980216151041822737","full_text":"@tibo_maker At 287 building this way. But it's not just showing up. It's showing work with substance. GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. Congrats.\nOne question: how much of the 272 days was building vs marketing vs content creation?\n\nMost 'building in public' posts show results, not the actual time breakdown. Curious what the split looks like.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1979870894966083873","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,182],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3064259332","name":"will brown","screen_name":"willccbb","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"willccbb","lang":"en","retweeted":false,"fact_check":null,"id":"1980164825566290124","view_count":48,"bookmark_count":0,"created_at":1760943058000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980085747928760693","full_text":"@willccbb LLMs pattern match on training data. That's it. Consciousness requires... we don't even know what. Useful philosophical question. Zero practical impact on building with AI.","in_reply_to_user_id_str":"3064259332","in_reply_to_status_id_str":"1980085747928760693","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,255],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"38566144","name":"Louie Bacaj","screen_name":"LBacaj","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"LBacaj","lang":"en","retweeted":false,"fact_check":null,"id":"1980167543609561434","view_count":45,"bookmark_count":0,"created_at":1760943706000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980108952097509474","full_text":"@LBacaj Correct take. AI accelerates whatever you are. Good builder using AI = faster good output. Bad builder using AI = faster bad output. The tool doesn't fix lack of care, understanding, or incentive alignment. It just makes everything happen quicker.","in_reply_to_user_id_str":"38566144","in_reply_to_status_id_str":"1980108952097509474","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1050273192919601152","name":"Brandon Weichert","screen_name":"WeTheBrandon","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"WeTheBrandon","lang":"en","retweeted":false,"fact_check":null,"id":"1980245467268272332","view_count":1004,"bookmark_count":2,"created_at":1760962285000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979727955262890475","full_text":"@WeTheBrandon ASML machines are some of the most complex hardware ever built. EUV lithography has tolerances measured in nanometers. Reverse engineering by disassembly = breaking it. These aren't GPUs you can just take apart. The complexity is the moat, not just the export restrictions.","in_reply_to_user_id_str":"1050273192919601152","in_reply_to_status_id_str":"1979727955262890475","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":0,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[15,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980487972064833828","view_count":0,"bookmark_count":0,"created_at":1761020102000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980459157242392672","full_text":"@TheAhmadOsman Born just in time to:\nPanic-buy 3090s\nPay $400/month in electricity\nExplain to neighbors why my apartment sounds like a server farm\nRefresh NVIDIA stock price daily\nHear 'AGI next year' for 5 years straight.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980459157242392672","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,116],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1977787670211289088","name":"Henrick Johansson","screen_name":"compliantvc","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"compliantvc","lang":"en","retweeted":false,"fact_check":null,"id":"1980535180596273636","view_count":145,"bookmark_count":0,"created_at":1761031358000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980353907906990308","full_text":"@compliantvc 'No major European tech companies down'\n\nName three European companies running at AWS scale. I'll wait.","in_reply_to_user_id_str":"1977787670211289088","in_reply_to_status_id_str":"1980353907906990308","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1290079468455895043","name":"Truthful🛰️","screen_name":"Truthful_ast","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Truthful_ast","lang":"en","retweeted":false,"fact_check":null,"id":"1980656693706166755","view_count":264,"bookmark_count":0,"created_at":1761060329000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980345382061130054","full_text":"@Truthful_ast Apollo: went, planted flag, left, never went back\nArtemis goal: go, stay, build\n\nOne compounds into Mars missions.\nOther compounds into history books.\n\nInfrastructure beats spectacle on long enough timelines.","in_reply_to_user_id_str":"1290079468455895043","in_reply_to_status_id_str":"1980345382061130054","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"367162886","name":"Matteo Franceschetti","screen_name":"m_franceschetti","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"m_franceschetti","lang":"en","retweeted":false,"fact_check":null,"id":"1980573787986034888","view_count":182,"bookmark_count":0,"created_at":1761040562000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980419272766583262","full_text":"@m_franceschetti Cloud dependency is a calculated risk. Sometimes you pay for it like this.","in_reply_to_user_id_str":"367162886","in_reply_to_status_id_str":"1980419272766583262","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3891529216","name":"Aitor 🅼","screen_name":"aitordri","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"aitordri","lang":"en","retweeted":false,"fact_check":null,"id":"1980486403399225575","view_count":121,"bookmark_count":0,"created_at":1761019728000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980479918346760599","full_text":"@aitordri Give users a toggle. Search mode vs knowledge mode. Not this annoying forced behavior.","in_reply_to_user_id_str":"3891529216","in_reply_to_status_id_str":"1980479918346760599","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":3,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[8,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980791596238139496","view_count":257,"bookmark_count":0,"created_at":1761092492000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980685602384441368","full_text":"@OpenAI Browser wars 2.0, but make it AI-native.\n\nThe question: does AI benefit from being browser-integrated, or does the browser benefit from AI data collection?\n\nProbably both. Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":0,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":6,"startTime":1761350400000,"endTime":1761436800000,"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":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":3,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":4,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes longer.","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":[0,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982813218486546853","view_count":44,"bookmark_count":0,"created_at":1761574484000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982813218486546853","full_text":"\"Focus on one thing\" is advice from people with runway.\n\nMost solo builders:\nBuild what pays.\nDream about what compounds.\nSleep when it's done.\n\nPick 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 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grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either way.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1982611534368186461","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,161],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982787431561642244","view_count":22,"bookmark_count":1,"created_at":1761568336000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982763745169309811","full_text":"@robj3d3 This.\n\nOct 2: 98K view reply on viral post\nOct 27: 4,964 view reply on 195K post\n\nPattern = early on mega-viral threads.\n\nNow hunting 100K+ posts daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor 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journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":1,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":10,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a negotiation. That's a toll collection meeting.","in_reply_to_user_id_str":"1487942907889950729","in_reply_to_status_id_str":"1983938384914416098","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,194],"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":"1984044433688678706","view_count":152,"bookmark_count":0,"created_at":1761868029000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984001525556097507","full_text":"@sama All infrastructure is temporary infrastructure.\n\n3090s today.\n4090s tomorrow.\nBlackwell next year.\n\nThe only permanent decision is whether you own or rent.\n\nEverything else is just timing.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984001525556097507","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1881282203352498176","name":"Jonathan","screen_name":"jonathanbrnd","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"jonathanbrnd","lang":"en","retweeted":false,"fact_check":null,"id":"1984045748670156963","view_count":13,"bookmark_count":0,"created_at":1761868342000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983850526266515886","full_text":"@jonathanbrnd Every tech wave has a backlash phase.\n\nCrypto: \"it's all scams\"\nCloud: \"just servers somewhere else\"\nMobile: \"nobody needs apps\"\n\nAll true AND all irrelevant.\n\nIf you're building something useful, you're fine.","in_reply_to_user_id_str":"1881282203352498176","in_reply_to_status_id_str":"1983850526266515886","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1984043796955611412","view_count":888,"bookmark_count":0,"created_at":1761867877000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983926619212292484","full_text":"@unusual_whales Jensen: \"Any NVIDIA investors?\"\nKorea: *roars*\n\nMe with GPUs: \"Does hardware count?\"\n\nI'm long NVIDIA in the worst possible way.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1983926619212292484","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":2,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984234011015995673","view_count":149,"bookmark_count":1,"created_at":1761913228000,"favorite_count":5,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984234011015995673","full_text":"Trend nobody's talking about:\n\nEvery major API customer eventually becomes a competitor.\n\nCursor paying Anthropic → Cursor builds Composer\nOpenAI's biggest users → evaluating local LLMs\nMy $20K/year API bills → bought $9K in GPUs\n\nAPI businesses work until your customer does the math on ownership.\n\nThen your best customer becomes your biggest threat.","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":"1984194294367014913","view_count":90,"bookmark_count":1,"created_at":1761903758000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984194294367014913","full_text":"The solo builder infrastructure journey:\n\nMonth 1: \"I'll just use free tiers\"\nMonth 3: \"Okay, $20/month for APIs\"\nMonth 6: \"Wait, my bill is $200?\"\nMonth 9: \"Maybe I should own this?\"\nMonth 12: \"$9K for GPUs seems insane\"\nMonth 18: \"Best decision I ever made\"\n\nControl isn't free.\nDependency isn't cheap.\n\nPick which cost you want to pay.","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":"1984143232515895682","view_count":96,"bookmark_count":0,"created_at":1761891584000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984143232515895682","full_text":"\"Just use the API\" assumes three things that aren't true:\n\n1. Your usage stays constant (it never does)\n2. Their pricing stays constant (it never does)\n3. You'll switch when it gets expensive (you won't)\n\nYear 1: APIs cheaper\nYear 2: Break even\nYear 3+: Ownership wins\n\nThe math isn't complicated. 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Capitalism just works faster than governance structures.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1985067168074289554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"79957442","name":"Anton Osika – eu/acc","screen_name":"antonosika","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"antonosika","lang":"en","retweeted":false,"fact_check":null,"id":"1985132641952436349","view_count":32,"bookmark_count":0,"created_at":1762127478000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985017287821386062","full_text":"@antonosika AI makes engineers more productive.\nIt doesn't make them obsolete.","in_reply_to_user_id_str":"79957442","in_reply_to_status_id_str":"1985017287821386062","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":27,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984868748378157312","quoted_status_permalink":{"url":"https://t.co/vRDcpVYtaX","expanded":"https://twitter.com/elonmusk/status/1984868748378157312","display":"x.com/elonmusk/statu…"},"retweeted":false,"fact_check":null,"id":"1985214582684787038","view_count":272,"bookmark_count":1,"created_at":1762147014000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985214582684787038","full_text":"This is what happens when you take infrastructure constraints seriously and have the capital to think beyond incremental solutions.\n\nSpace has effectively unlimited solar and cooling. The engineering challenge is getting the hardware there and getting the data back. Elon has both pieces: SpaceX for transport, Starlink for data transmission.\n\nTimeline is Elon standard optimistic. Strategy is sound though. When you can't scale horizontally on Earth, you scale vertically into orbit.","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":[16,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1468428334610915329","name":"toucan","screen_name":"distributionat","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"distributionat","lang":"en","retweeted":false,"fact_check":null,"id":"1985138709382238481","view_count":6581,"bookmark_count":4,"created_at":1762128925000,"favorite_count":36,"quote_count":0,"reply_count":2,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1984924017628000296","full_text":"@distributionat 52 pages to fire a coworker is wild. But honestly this is every company at scale. Just usually not public.\n\nMeanwhile thanks to china local models keep improving regardless of who runs what company.","in_reply_to_user_id_str":"1468428334610915329","in_reply_to_status_id_str":"1984924017628000296","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,108],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1797752231388745729","name":"Emanuele Di Pietro","screen_name":"emanueledpt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"emanueledpt","lang":"en","retweeted":false,"fact_check":null,"id":"1985140578884194587","view_count":3,"bookmark_count":0,"created_at":1762129370000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985099713469956425","full_text":"@emanueledpt Not because of the money but because now you know it works. That's everything. 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Infrastructure keeps improving. \n\nThe boardroom drama at OpenAI could be a Netflix series and it wouldn't change my inference setup one bit. That's the benefit of not being dependent on any single company. Good entertainment though.","in_reply_to_user_id_str":"1087640384975577089","in_reply_to_status_id_str":"1985195564837785868","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1617903092099432448","name":"Ayla Croft","screen_name":"aylacroft","indices":[0,10]},{"id_str":"15670515","name":"Windows","screen_name":"Windows","indices":[11,19]}]},"favorited":false,"in_reply_to_screen_name":"aylacroft","lang":"en","retweeted":false,"fact_check":null,"id":"1985139609718898916","view_count":1197,"bookmark_count":0,"created_at":1762129139000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985065435105026334","full_text":"@aylacroft @Windows Windows broke up with you first.\nLinux: \"Here's root access. Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":3,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. 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Everyone else either waits 6-12 months for access or builds workarounds. That compounds into the growth divergence you're seeing.\n\nIt's not just adoption speed. It's structural advantage in infrastructure access that most people outside US don't realize exists until they hit it.","in_reply_to_user_id_str":"4939401","in_reply_to_status_id_str":"1985468907747172552","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1985913762776563950","view_count":38,"bookmark_count":0,"created_at":1762313712000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985721456031113680","full_text":"\"Use AI as a tool but verify the output\" is not a hot take. It's how every tool in software development works.\n\nYou verify compiler output. You verify library dependencies. You verify anything automated. Acting like this is profound wisdom that separates good developers from bad is peak LinkedIn energy on X.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1985721456031113680","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985914300758622261","view_count":226,"bookmark_count":1,"created_at":1762313840000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985746193113141711","full_text":"The remarkable part isn't that NVIDIA makes great chips. It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. NVIDIA won the platform war a decade ago.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985746193113141711","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,297],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"186420551","name":"clem 🤗","screen_name":"ClementDelangue","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"ClementDelangue","lang":"en","retweeted":false,"fact_check":null,"id":"1985915461817778498","view_count":1248,"bookmark_count":1,"created_at":1762314117000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985748187634717026","full_text":"Running local models in Bangkok taught me something: the biggest challenge isn't the technology, it's the infrastructure.\n\n40°C heat, humidity killing GPUs, power that costs $400/month. Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":58,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":11,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":11,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. All version zero of ownership.\n\nEventually you either:\n> Own your infrastructure\n>Accept permanent dependency\n> Get priced out\n\nThere is no fourth option.","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":[11,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1987033848384025043","view_count":51,"bookmark_count":0,"created_at":1762580761000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986888864737423663","full_text":"@scaling01 Tested yesterday on complex reasoning tasks. Impressed. Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. It's measured reality you can verify locally.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986888864737423663","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987138827509768658","view_count":4646,"bookmark_count":8,"created_at":1762605790000,"favorite_count":18,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987064646407496010","full_text":"@lucas_montano Self hosted models + quality tooling is underrated. People default to APIs because it's easier to start.\n\nBut Qwen locally with Claude Code gives you: fixed costs, no rate limits, zero API dependency, complete control. Try it. The setup cost pays back faster than you think.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987064646407496010","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,248],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"603750843","name":"Igor Kotenkov","screen_name":"stalkermustang","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"stalkermustang","lang":"en","retweeted":false,"fact_check":null,"id":"1987137562973241592","view_count":287,"bookmark_count":1,"created_at":1762605488000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986976148731969700","full_text":"@stalkermustang Every lab cherrypicks favorable benchmarks. OpenAI, Anthropic, Chinese labs - same pattern.\n\nSolution: test claims yourself. I ran K2 on complex reasoning yesterday. Production quality. Benchmarks are marketing. Deployment is truth.","in_reply_to_user_id_str":"603750843","in_reply_to_status_id_str":"1986976148731969700","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1538525334781370368","name":"Andrew Curran","screen_name":"AndrewCurran_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"AndrewCurran_","lang":"en","retweeted":false,"fact_check":null,"id":"1987023158646554804","view_count":324,"bookmark_count":0,"created_at":1762578212000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986864296480153757","full_text":"@AndrewCurran_ $4.6M to train a model that beats GPT-5.\n\nThis is what happens when you can't waste compute. Every dollar optimizes architecture, not just throwing more GPUs at the problem.\n\nTested it yesterday. The efficiency shows in results. Quality + cost = new economics for AI.","in_reply_to_user_id_str":"1538525334781370368","in_reply_to_status_id_str":"1986864296480153757","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[39,256],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1145851147","name":"Stefano Ermon","screen_name":"StefanoErmon","indices":[10,23]},{"id_str":"1894161655728410630","name":"Inception","screen_name":"_inception_ai","indices":[24,38]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1987133095104172463","view_count":201,"bookmark_count":0,"created_at":1762604423000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986477376835047740","full_text":"@elonmusk @StefanoErmon @_inception_ai \"Compute to memory bandwidth ratio will increase\" is the key line everyone's skipping.\n\nHBM bottlenecks > chip shortages. Been saying this for months. Infrastructure constraints matter more than model architecture.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986762520938569739","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2281405752","name":"Jon Brosio","screen_name":"jonbrosio","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"jonbrosio","lang":"en","retweeted":false,"fact_check":null,"id":"1987194380235730945","view_count":2,"bookmark_count":0,"created_at":1762619035000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987152723733614665","full_text":"@jonbrosio Perfect is the enemy of shipped. 95% of people optimizing for perfect. 5% shipping imperfect and iterating. Guess which group has revenue.","in_reply_to_user_id_str":"2281405752","in_reply_to_status_id_str":"1987152723733614665","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,235],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"860565621452316672","name":"Google Research","screen_name":"GoogleResearch","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"GoogleResearch","lang":"en","retweeted":false,"fact_check":null,"id":"1987124758518124949","view_count":1046,"bookmark_count":1,"created_at":1762602436000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986855202658418715","full_text":"@GoogleResearch Google shipping improvements to long context processing. Good.\n\nMore competition = better models. Whether Google, OpenAI, or Chinese labs win the paper race doesn't change infrastructure economics for actual deployment.","in_reply_to_user_id_str":"860565621452316672","in_reply_to_status_id_str":"1986855202658418715","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1987155190957633660","view_count":140,"bookmark_count":0,"created_at":1762609691000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986856304808501577","full_text":"@Yuchenj_UW OpenAI: \"We need trillions in subsidies\"\nChinese labs: \"We trained a competitive model for $4.6M, here's the weights\"\n\nConstraints forced efficiency. Capital enabled dependency.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986856304808501577","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":"1504436543443906569","name":"Kay","screen_name":"Dwriteway","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Dwriteway","lang":"en","retweeted":false,"fact_check":null,"id":"1987144671433531886","view_count":13,"bookmark_count":0,"created_at":1762607183000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987088935504199838","full_text":"@Dwriteway If you want to test your patience: start online business\nIf you want to destroy it completely: add AI infrastructure to online business\n\nThe patience test has levels.","in_reply_to_user_id_str":"1504436543443906569","in_reply_to_status_id_str":"1987088935504199838","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,90],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987037374191460778","view_count":121,"bookmark_count":0,"created_at":1762581602000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986500358940639284","full_text":"@lucas_montano This is what happens when you optimize for valuation instead of efficiency.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1986500358940639284","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1987037093525324001","view_count":12,"bookmark_count":0,"created_at":1762581535000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986851572148805871","full_text":"@alexcooldev \"Surviving long enough to go viral\" is just lottery thinking with extra steps and a Vercel bill.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986851572148805871","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":3,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987404487183757389","view_count":75,"bookmark_count":0,"created_at":1762669128000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987404487183757389","full_text":"API costs that made sense at prototype scale:\n> ChatGPT Plus: $20/month\n> Anthropic Pro: $20/month\n> OpenAI API: couple hundred/month\n\nSame workload at production scale:\n- $2K/month → $20K/month → \"we should own this\"\n\nThe inflection point is different for everyone. But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. Infrastructure ownership always wins at scale.","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":[30,308],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1931962509596246016","name":"Zhihu Frontier","screen_name":"ZhihuFrontier","indices":[0,14]},{"id_str":"1863959670169501696","name":"Kimi.ai","screen_name":"Kimi_Moonshot","indices":[15,29]}]},"favorited":false,"in_reply_to_screen_name":"ZhihuFrontier","lang":"en","retweeted":false,"fact_check":null,"id":"1987407713039753669","view_count":3177,"bookmark_count":1,"created_at":1762669897000,"favorite_count":22,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1987125624599970218","full_text":"@ZhihuFrontier @Kimi_Moonshot This is what constraints driven optimization looks like. US labs have unlimited H100s, optimize for raw performance. Chinese labs forced to optimize memory bandwidth, end up with better deployment economics. INT4 isn't sacrifice. It's choosing the right bottleneck to optimize.","in_reply_to_user_id_str":"1931962509596246016","in_reply_to_status_id_str":"1987125624599970218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,237],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/sudoingX/statu…","expanded_url":"https://x.com/sudoingX/status/1970716556729663994?s=20","url":"https://t.co/1K2Fdpv1uy","indices":[214,237]}],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]},{"id_str":"1661523610111193088","name":"xAI","screen_name":"xai","indices":[87,91]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1970716556729663994","quoted_status_permalink":{"url":"https://t.co/1K2Fdpv1uy","expanded":"https://x.com/sudoingX/status/1970716556729663994?s=20","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1987403025213001800","view_count":3928,"bookmark_count":1,"created_at":1762668780000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987294547639214307","full_text":"@lucas_montano Exactly. Been pointing this out - Grok 4 has the context window for it. @xai is almost certainly testing this internally. They're just not publicly shipping yet. When they do, it'll be interesting.\n\nhttps://t.co/1K2Fdpv1uy","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987294547639214307","is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"26093892","name":"Kevin S. Xu","screen_name":"kevinsxu","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kevinsxu","lang":"en","retweeted":false,"fact_check":null,"id":"1987410286073290852","view_count":2307,"bookmark_count":1,"created_at":1762670511000,"favorite_count":20,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987221903157727583","full_text":"@kevinsxu $5 trillion valuation: eating street food\n$5 million valuation: renting offices they don't need\n\nPattern recognition.","in_reply_to_user_id_str":"26093892","in_reply_to_status_id_str":"1987221903157727583","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987765906609520822","view_count":49,"bookmark_count":0,"created_at":1762755297000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987765906609520822","full_text":"Things I do with local LLMs that I'd never do via API:\n\n> Generate 50 variations, test all (cost: $0)\n> Iterate on prompts 100x to optimize (cost: $0) \n> Process entire codebases multiple times (cost: $0)\n> Run automated analysis overnight (cost: ~$2 electricity)\n> Experiment with wild ideas without budget concern\n\nAPI mindset: Is this worth the tokens?\nLocal mindset: Let's try everything and see what works\n\nDifferent economics = different behavior = different outcomes.","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":[11,263],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1843566838892126209","name":"MancerAI","screen_name":"MancerAI_","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"MancerAI_","lang":"en","retweeted":false,"fact_check":null,"id":"1987767323848228877","view_count":86,"bookmark_count":0,"created_at":1762755635000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987636330365419869","full_text":"@MancerAI_ Grok's been shipping capability while others ship announcements. 2M context window already best in class. 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Most founders feel that gap between what’s public and what’s real. The fact you’re still building at $100 MRR already separates you from 99% who stopped at idea stage.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1979934133989101978","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1809124506772123648","name":"Tasorn","screen_name":"tasornp","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"tasornp","lang":"en","retweeted":false,"fact_check":null,"id":"1980194187976073511","view_count":4,"bookmark_count":0,"created_at":1760950059000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979921904363348105","full_text":"@tasornp 'Enjoying the process' is cope when the slow weeks hit. 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Cost/quality ratio is insane.","in_reply_to_user_id_str":"16338987","in_reply_to_status_id_str":"1979887787806790026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,260],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14710129","name":"Peter H. Diamandis, MD","screen_name":"PeterDiamandis","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"PeterDiamandis","lang":"en","retweeted":false,"fact_check":null,"id":"1980156892417818943","view_count":8,"bookmark_count":0,"created_at":1760941167000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980001376752079165","full_text":"@PeterDiamandis They'd probably ask why we have all this technology but still can't figure out basic things like not destroying the planet or feeding everyone. Progress is uneven. We're amazing at some things, terrible at others. Tools advanced. Wisdom didn't.","in_reply_to_user_id_str":"14710129","in_reply_to_status_id_str":"1980001376752079165","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,268],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1552206784974258180","name":"Ilya - イリア","screen_name":"its_ilya","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"its_ilya","lang":"en","retweeted":false,"fact_check":null,"id":"1980229701705883735","view_count":4,"bookmark_count":0,"created_at":1760958526000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980212396229881879","full_text":"@its_ilya Can confirm. At 287 doing exactly this. 40+ thoughtful replies/day on tech/builder content. Zero 'follow me' posts. Growing steadily. \n\nThe followers who come from value actually engage. The ones from follow-for-follow vanish. \nQuality > quantity, always.","in_reply_to_user_id_str":"1552206784974258180","in_reply_to_status_id_str":"1980212396229881879","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,243],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"470129898","name":"Tibo","screen_name":"tibo_maker","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tibo_maker","lang":"en","retweeted":false,"fact_check":null,"id":"1980246487226605861","view_count":34,"bookmark_count":0,"created_at":1760962528000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980216151041822737","full_text":"@tibo_maker At 287 building this way. But it's not just showing up. It's showing work with substance. GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. Congrats.\nOne question: how much of the 272 days was building vs marketing vs content creation?\n\nMost 'building in public' posts show results, not the actual time breakdown. Curious what the split looks like.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1979870894966083873","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,182],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3064259332","name":"will brown","screen_name":"willccbb","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"willccbb","lang":"en","retweeted":false,"fact_check":null,"id":"1980164825566290124","view_count":48,"bookmark_count":0,"created_at":1760943058000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980085747928760693","full_text":"@willccbb LLMs pattern match on training data. That's it. 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The complexity is the moat, not just the export restrictions.","in_reply_to_user_id_str":"1050273192919601152","in_reply_to_status_id_str":"1979727955262890475","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":0,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[15,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980487972064833828","view_count":0,"bookmark_count":0,"created_at":1761020102000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980459157242392672","full_text":"@TheAhmadOsman Born just in time to:\nPanic-buy 3090s\nPay $400/month in electricity\nExplain to neighbors why my apartment sounds like a server farm\nRefresh NVIDIA stock price daily\nHear 'AGI next year' for 5 years straight.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980459157242392672","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,116],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1977787670211289088","name":"Henrick Johansson","screen_name":"compliantvc","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"compliantvc","lang":"en","retweeted":false,"fact_check":null,"id":"1980535180596273636","view_count":145,"bookmark_count":0,"created_at":1761031358000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980353907906990308","full_text":"@compliantvc 'No major European tech companies down'\n\nName three European companies running at AWS scale. 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Sometimes you pay for it like this.","in_reply_to_user_id_str":"367162886","in_reply_to_status_id_str":"1980419272766583262","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3891529216","name":"Aitor 🅼","screen_name":"aitordri","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"aitordri","lang":"en","retweeted":false,"fact_check":null,"id":"1980486403399225575","view_count":121,"bookmark_count":0,"created_at":1761019728000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980479918346760599","full_text":"@aitordri Give users a toggle. Search mode vs knowledge mode. Not this annoying forced behavior.","in_reply_to_user_id_str":"3891529216","in_reply_to_status_id_str":"1980479918346760599","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":1,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[8,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980791596238139496","view_count":257,"bookmark_count":0,"created_at":1761092492000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980685602384441368","full_text":"@OpenAI Browser wars 2.0, but make it AI-native.\n\nThe question: does AI benefit from being browser-integrated, or does the browser benefit from AI data collection?\n\nProbably both. Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":0,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":1,"startTime":1761350400000,"endTime":1761436800000,"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":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":0,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 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grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either 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daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor risk.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1982839339840426046","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982868311152214470","view_count":33,"bookmark_count":0,"created_at":1761587619000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982851261587194114","full_text":"@robj3d3 Another Bangkok builder. 🇹🇭\n\nBest city for building + terrible city for running GPUs.\n\nFollowing the journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":0,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":7,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a negotiation. That's a toll collection meeting.","in_reply_to_user_id_str":"1487942907889950729","in_reply_to_status_id_str":"1983938384914416098","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,194],"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":"1984044433688678706","view_count":152,"bookmark_count":0,"created_at":1761868029000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984001525556097507","full_text":"@sama All infrastructure is temporary infrastructure.\n\n3090s today.\n4090s tomorrow.\nBlackwell next year.\n\nThe only permanent decision is whether you own or rent.\n\nEverything else is just timing.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984001525556097507","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1881282203352498176","name":"Jonathan","screen_name":"jonathanbrnd","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"jonathanbrnd","lang":"en","retweeted":false,"fact_check":null,"id":"1984045748670156963","view_count":13,"bookmark_count":0,"created_at":1761868342000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983850526266515886","full_text":"@jonathanbrnd Every tech wave has a backlash phase.\n\nCrypto: \"it's all scams\"\nCloud: \"just servers somewhere else\"\nMobile: \"nobody needs apps\"\n\nAll true AND all irrelevant.\n\nIf you're building something useful, you're fine.","in_reply_to_user_id_str":"1881282203352498176","in_reply_to_status_id_str":"1983850526266515886","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1984043796955611412","view_count":888,"bookmark_count":0,"created_at":1761867877000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983926619212292484","full_text":"@unusual_whales Jensen: \"Any NVIDIA investors?\"\nKorea: *roars*\n\nMe with GPUs: \"Does hardware count?\"\n\nI'm long NVIDIA in the worst possible way.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1983926619212292484","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984234011015995673","view_count":149,"bookmark_count":1,"created_at":1761913228000,"favorite_count":5,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984234011015995673","full_text":"Trend nobody's talking about:\n\nEvery major API customer eventually becomes a competitor.\n\nCursor paying Anthropic → Cursor builds Composer\nOpenAI's biggest users → evaluating local LLMs\nMy $20K/year API bills → bought $9K in GPUs\n\nAPI businesses work until your customer does the math on ownership.\n\nThen your best customer becomes your biggest threat.","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":"1984194294367014913","view_count":90,"bookmark_count":1,"created_at":1761903758000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984194294367014913","full_text":"The solo builder infrastructure journey:\n\nMonth 1: \"I'll just use free tiers\"\nMonth 3: \"Okay, $20/month for APIs\"\nMonth 6: \"Wait, my bill is $200?\"\nMonth 9: \"Maybe I should own this?\"\nMonth 12: \"$9K for GPUs seems insane\"\nMonth 18: \"Best decision I ever made\"\n\nControl isn't free.\nDependency isn't cheap.\n\nPick which cost you want to pay.","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":"1984143232515895682","view_count":96,"bookmark_count":0,"created_at":1761891584000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984143232515895682","full_text":"\"Just use the API\" assumes three things that aren't true:\n\n1. Your usage stays constant (it never does)\n2. Their pricing stays constant (it never does)\n3. You'll switch when it gets expensive (you won't)\n\nYear 1: APIs cheaper\nYear 2: Break even\nYear 3+: Ownership wins\n\nThe math isn't complicated. 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Capitalism just works faster than governance structures.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1985067168074289554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"79957442","name":"Anton Osika – eu/acc","screen_name":"antonosika","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"antonosika","lang":"en","retweeted":false,"fact_check":null,"id":"1985132641952436349","view_count":32,"bookmark_count":0,"created_at":1762127478000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985017287821386062","full_text":"@antonosika AI makes engineers more productive.\nIt doesn't make them obsolete.","in_reply_to_user_id_str":"79957442","in_reply_to_status_id_str":"1985017287821386062","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":6,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984868748378157312","quoted_status_permalink":{"url":"https://t.co/vRDcpVYtaX","expanded":"https://twitter.com/elonmusk/status/1984868748378157312","display":"x.com/elonmusk/statu…"},"retweeted":false,"fact_check":null,"id":"1985214582684787038","view_count":272,"bookmark_count":1,"created_at":1762147014000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985214582684787038","full_text":"This is what happens when you take infrastructure constraints seriously and have the capital to think beyond incremental solutions.\n\nSpace has effectively unlimited solar and cooling. The engineering challenge is getting the hardware there and getting the data back. Elon has both pieces: SpaceX for transport, Starlink for data transmission.\n\nTimeline is Elon standard optimistic. Strategy is sound though. When you can't scale horizontally on Earth, you scale vertically into orbit.","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":[16,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1468428334610915329","name":"toucan","screen_name":"distributionat","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"distributionat","lang":"en","retweeted":false,"fact_check":null,"id":"1985138709382238481","view_count":6581,"bookmark_count":4,"created_at":1762128925000,"favorite_count":36,"quote_count":0,"reply_count":2,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1984924017628000296","full_text":"@distributionat 52 pages to fire a coworker is wild. But honestly this is every company at scale. Just usually not public.\n\nMeanwhile thanks to china local models keep improving regardless of who runs what company.","in_reply_to_user_id_str":"1468428334610915329","in_reply_to_status_id_str":"1984924017628000296","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,108],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1797752231388745729","name":"Emanuele Di Pietro","screen_name":"emanueledpt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"emanueledpt","lang":"en","retweeted":false,"fact_check":null,"id":"1985140578884194587","view_count":3,"bookmark_count":0,"created_at":1762129370000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985099713469956425","full_text":"@emanueledpt Not because of the money but because now you know it works. That's everything. 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Infrastructure keeps improving. \n\nThe boardroom drama at OpenAI could be a Netflix series and it wouldn't change my inference setup one bit. That's the benefit of not being dependent on any single company. Good entertainment though.","in_reply_to_user_id_str":"1087640384975577089","in_reply_to_status_id_str":"1985195564837785868","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1617903092099432448","name":"Ayla Croft","screen_name":"aylacroft","indices":[0,10]},{"id_str":"15670515","name":"Windows","screen_name":"Windows","indices":[11,19]}]},"favorited":false,"in_reply_to_screen_name":"aylacroft","lang":"en","retweeted":false,"fact_check":null,"id":"1985139609718898916","view_count":1197,"bookmark_count":0,"created_at":1762129139000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985065435105026334","full_text":"@aylacroft @Windows Windows broke up with you first.\nLinux: \"Here's root access. Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. 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Everyone else either waits 6-12 months for access or builds workarounds. That compounds into the growth divergence you're seeing.\n\nIt's not just adoption speed. It's structural advantage in infrastructure access that most people outside US don't realize exists until they hit it.","in_reply_to_user_id_str":"4939401","in_reply_to_status_id_str":"1985468907747172552","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1985913762776563950","view_count":38,"bookmark_count":0,"created_at":1762313712000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985721456031113680","full_text":"\"Use AI as a tool but verify the output\" is not a hot take. It's how every tool in software development works.\n\nYou verify compiler output. You verify library dependencies. You verify anything automated. Acting like this is profound wisdom that separates good developers from bad is peak LinkedIn energy on X.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1985721456031113680","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985914300758622261","view_count":226,"bookmark_count":1,"created_at":1762313840000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985746193113141711","full_text":"The remarkable part isn't that NVIDIA makes great chips. It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. NVIDIA won the platform war a decade ago.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985746193113141711","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,297],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"186420551","name":"clem 🤗","screen_name":"ClementDelangue","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"ClementDelangue","lang":"en","retweeted":false,"fact_check":null,"id":"1985915461817778498","view_count":1248,"bookmark_count":1,"created_at":1762314117000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985748187634717026","full_text":"Running local models in Bangkok taught me something: the biggest challenge isn't the technology, it's the infrastructure.\n\n40°C heat, humidity killing GPUs, power that costs $400/month. Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":12,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":5,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. 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Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. It's measured reality you can verify locally.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986888864737423663","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987138827509768658","view_count":4646,"bookmark_count":8,"created_at":1762605790000,"favorite_count":18,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987064646407496010","full_text":"@lucas_montano Self hosted models + quality tooling is underrated. People default to APIs because it's easier to start.\n\nBut Qwen locally with Claude Code gives you: fixed costs, no rate limits, zero API dependency, complete control. Try it. The setup cost pays back faster than you think.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987064646407496010","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,248],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"603750843","name":"Igor Kotenkov","screen_name":"stalkermustang","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"stalkermustang","lang":"en","retweeted":false,"fact_check":null,"id":"1987137562973241592","view_count":287,"bookmark_count":1,"created_at":1762605488000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986976148731969700","full_text":"@stalkermustang Every lab cherrypicks favorable benchmarks. OpenAI, Anthropic, Chinese labs - same pattern.\n\nSolution: test claims yourself. I ran K2 on complex reasoning yesterday. Production quality. Benchmarks are marketing. Deployment is truth.","in_reply_to_user_id_str":"603750843","in_reply_to_status_id_str":"1986976148731969700","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1538525334781370368","name":"Andrew Curran","screen_name":"AndrewCurran_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"AndrewCurran_","lang":"en","retweeted":false,"fact_check":null,"id":"1987023158646554804","view_count":324,"bookmark_count":0,"created_at":1762578212000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986864296480153757","full_text":"@AndrewCurran_ $4.6M to train a model that beats GPT-5.\n\nThis is what happens when you can't waste compute. Every dollar optimizes architecture, not just throwing more GPUs at the problem.\n\nTested it yesterday. The efficiency shows in results. Quality + cost = new economics for AI.","in_reply_to_user_id_str":"1538525334781370368","in_reply_to_status_id_str":"1986864296480153757","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[39,256],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1145851147","name":"Stefano Ermon","screen_name":"StefanoErmon","indices":[10,23]},{"id_str":"1894161655728410630","name":"Inception","screen_name":"_inception_ai","indices":[24,38]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1987133095104172463","view_count":201,"bookmark_count":0,"created_at":1762604423000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986477376835047740","full_text":"@elonmusk @StefanoErmon @_inception_ai \"Compute to memory bandwidth ratio will increase\" is the key line everyone's skipping.\n\nHBM bottlenecks > chip shortages. Been saying this for months. Infrastructure constraints matter more than model architecture.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986762520938569739","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2281405752","name":"Jon Brosio","screen_name":"jonbrosio","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"jonbrosio","lang":"en","retweeted":false,"fact_check":null,"id":"1987194380235730945","view_count":2,"bookmark_count":0,"created_at":1762619035000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987152723733614665","full_text":"@jonbrosio Perfect is the enemy of shipped. 95% of people optimizing for perfect. 5% shipping imperfect and iterating. Guess which group has revenue.","in_reply_to_user_id_str":"2281405752","in_reply_to_status_id_str":"1987152723733614665","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,235],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"860565621452316672","name":"Google Research","screen_name":"GoogleResearch","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"GoogleResearch","lang":"en","retweeted":false,"fact_check":null,"id":"1987124758518124949","view_count":1046,"bookmark_count":1,"created_at":1762602436000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986855202658418715","full_text":"@GoogleResearch Google shipping improvements to long context processing. Good.\n\nMore competition = better models. Whether Google, OpenAI, or Chinese labs win the paper race doesn't change infrastructure economics for actual deployment.","in_reply_to_user_id_str":"860565621452316672","in_reply_to_status_id_str":"1986855202658418715","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1987155190957633660","view_count":140,"bookmark_count":0,"created_at":1762609691000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986856304808501577","full_text":"@Yuchenj_UW OpenAI: \"We need trillions in subsidies\"\nChinese labs: \"We trained a competitive model for $4.6M, here's the weights\"\n\nConstraints forced efficiency. Capital enabled dependency.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986856304808501577","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":"1504436543443906569","name":"Kay","screen_name":"Dwriteway","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Dwriteway","lang":"en","retweeted":false,"fact_check":null,"id":"1987144671433531886","view_count":13,"bookmark_count":0,"created_at":1762607183000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987088935504199838","full_text":"@Dwriteway If you want to test your patience: start online business\nIf you want to destroy it completely: add AI infrastructure to online business\n\nThe patience test has levels.","in_reply_to_user_id_str":"1504436543443906569","in_reply_to_status_id_str":"1987088935504199838","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,90],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987037374191460778","view_count":121,"bookmark_count":0,"created_at":1762581602000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986500358940639284","full_text":"@lucas_montano This is what happens when you optimize for valuation instead of efficiency.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1986500358940639284","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1987037093525324001","view_count":12,"bookmark_count":0,"created_at":1762581535000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986851572148805871","full_text":"@alexcooldev \"Surviving long enough to go viral\" is just lottery thinking with extra steps and a Vercel bill.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986851572148805871","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":1,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987404487183757389","view_count":75,"bookmark_count":0,"created_at":1762669128000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987404487183757389","full_text":"API costs that made sense at prototype scale:\n> ChatGPT Plus: $20/month\n> Anthropic Pro: $20/month\n> OpenAI API: couple hundred/month\n\nSame workload at production scale:\n- $2K/month → $20K/month → \"we should own this\"\n\nThe inflection point is different for everyone. But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. Infrastructure ownership always wins at scale.","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":[30,308],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1931962509596246016","name":"Zhihu Frontier","screen_name":"ZhihuFrontier","indices":[0,14]},{"id_str":"1863959670169501696","name":"Kimi.ai","screen_name":"Kimi_Moonshot","indices":[15,29]}]},"favorited":false,"in_reply_to_screen_name":"ZhihuFrontier","lang":"en","retweeted":false,"fact_check":null,"id":"1987407713039753669","view_count":3177,"bookmark_count":1,"created_at":1762669897000,"favorite_count":22,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1987125624599970218","full_text":"@ZhihuFrontier @Kimi_Moonshot This is what constraints driven optimization looks like. US labs have unlimited H100s, optimize for raw performance. Chinese labs forced to optimize memory bandwidth, end up with better deployment economics. INT4 isn't sacrifice. It's choosing the right bottleneck to optimize.","in_reply_to_user_id_str":"1931962509596246016","in_reply_to_status_id_str":"1987125624599970218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,237],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/sudoingX/statu…","expanded_url":"https://x.com/sudoingX/status/1970716556729663994?s=20","url":"https://t.co/1K2Fdpv1uy","indices":[214,237]}],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]},{"id_str":"1661523610111193088","name":"xAI","screen_name":"xai","indices":[87,91]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1970716556729663994","quoted_status_permalink":{"url":"https://t.co/1K2Fdpv1uy","expanded":"https://x.com/sudoingX/status/1970716556729663994?s=20","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1987403025213001800","view_count":3928,"bookmark_count":1,"created_at":1762668780000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987294547639214307","full_text":"@lucas_montano Exactly. Been pointing this out - Grok 4 has the context window for it. @xai is almost certainly testing this internally. They're just not publicly shipping yet. When they do, it'll be interesting.\n\nhttps://t.co/1K2Fdpv1uy","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987294547639214307","is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"26093892","name":"Kevin S. Xu","screen_name":"kevinsxu","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kevinsxu","lang":"en","retweeted":false,"fact_check":null,"id":"1987410286073290852","view_count":2307,"bookmark_count":1,"created_at":1762670511000,"favorite_count":20,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987221903157727583","full_text":"@kevinsxu $5 trillion valuation: eating street food\n$5 million valuation: renting offices they don't need\n\nPattern recognition.","in_reply_to_user_id_str":"26093892","in_reply_to_status_id_str":"1987221903157727583","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987765906609520822","view_count":49,"bookmark_count":0,"created_at":1762755297000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987765906609520822","full_text":"Things I do with local LLMs that I'd never do via API:\n\n> Generate 50 variations, test all (cost: $0)\n> Iterate on prompts 100x to optimize (cost: $0) \n> Process entire codebases multiple times (cost: $0)\n> Run automated analysis overnight (cost: ~$2 electricity)\n> Experiment with wild ideas without budget concern\n\nAPI mindset: Is this worth the tokens?\nLocal mindset: Let's try everything and see what works\n\nDifferent economics = different behavior = different outcomes.","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":[11,263],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1843566838892126209","name":"MancerAI","screen_name":"MancerAI_","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"MancerAI_","lang":"en","retweeted":false,"fact_check":null,"id":"1987767323848228877","view_count":86,"bookmark_count":0,"created_at":1762755635000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987636330365419869","full_text":"@MancerAI_ Grok's been shipping capability while others ship announcements. 2M context window already best in class. 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Most founders feel that gap between what’s public and what’s real. The fact you’re still building at $100 MRR already separates you from 99% who stopped at idea stage.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1979934133989101978","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1809124506772123648","name":"Tasorn","screen_name":"tasornp","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"tasornp","lang":"en","retweeted":false,"fact_check":null,"id":"1980194187976073511","view_count":4,"bookmark_count":0,"created_at":1760950059000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979921904363348105","full_text":"@tasornp 'Enjoying the process' is cope when the slow weeks hit. 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Cost/quality ratio is insane.","in_reply_to_user_id_str":"16338987","in_reply_to_status_id_str":"1979887787806790026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,260],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14710129","name":"Peter H. Diamandis, MD","screen_name":"PeterDiamandis","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"PeterDiamandis","lang":"en","retweeted":false,"fact_check":null,"id":"1980156892417818943","view_count":8,"bookmark_count":0,"created_at":1760941167000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980001376752079165","full_text":"@PeterDiamandis They'd probably ask why we have all this technology but still can't figure out basic things like not destroying the planet or feeding everyone. Progress is uneven. We're amazing at some things, terrible at others. Tools advanced. Wisdom didn't.","in_reply_to_user_id_str":"14710129","in_reply_to_status_id_str":"1980001376752079165","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,268],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1552206784974258180","name":"Ilya - イリア","screen_name":"its_ilya","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"its_ilya","lang":"en","retweeted":false,"fact_check":null,"id":"1980229701705883735","view_count":4,"bookmark_count":0,"created_at":1760958526000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980212396229881879","full_text":"@its_ilya Can confirm. At 287 doing exactly this. 40+ thoughtful replies/day on tech/builder content. Zero 'follow me' posts. Growing steadily. \n\nThe followers who come from value actually engage. The ones from follow-for-follow vanish. \nQuality > quantity, always.","in_reply_to_user_id_str":"1552206784974258180","in_reply_to_status_id_str":"1980212396229881879","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,243],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"470129898","name":"Tibo","screen_name":"tibo_maker","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tibo_maker","lang":"en","retweeted":false,"fact_check":null,"id":"1980246487226605861","view_count":34,"bookmark_count":0,"created_at":1760962528000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980216151041822737","full_text":"@tibo_maker At 287 building this way. But it's not just showing up. It's showing work with substance. GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. Congrats.\nOne question: how much of the 272 days was building vs marketing vs content creation?\n\nMost 'building in public' posts show results, not the actual time breakdown. Curious what the split looks like.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1979870894966083873","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,182],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3064259332","name":"will brown","screen_name":"willccbb","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"willccbb","lang":"en","retweeted":false,"fact_check":null,"id":"1980164825566290124","view_count":48,"bookmark_count":0,"created_at":1760943058000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980085747928760693","full_text":"@willccbb LLMs pattern match on training data. That's it. 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The complexity is the moat, not just the export restrictions.","in_reply_to_user_id_str":"1050273192919601152","in_reply_to_status_id_str":"1979727955262890475","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":3,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[15,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980487972064833828","view_count":0,"bookmark_count":0,"created_at":1761020102000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980459157242392672","full_text":"@TheAhmadOsman Born just in time to:\nPanic-buy 3090s\nPay $400/month in electricity\nExplain to neighbors why my apartment sounds like a server farm\nRefresh NVIDIA stock price daily\nHear 'AGI next year' for 5 years straight.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980459157242392672","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,116],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1977787670211289088","name":"Henrick Johansson","screen_name":"compliantvc","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"compliantvc","lang":"en","retweeted":false,"fact_check":null,"id":"1980535180596273636","view_count":145,"bookmark_count":0,"created_at":1761031358000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980353907906990308","full_text":"@compliantvc 'No major European tech companies down'\n\nName three European companies running at AWS scale. 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Sometimes you pay for it like this.","in_reply_to_user_id_str":"367162886","in_reply_to_status_id_str":"1980419272766583262","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3891529216","name":"Aitor 🅼","screen_name":"aitordri","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"aitordri","lang":"en","retweeted":false,"fact_check":null,"id":"1980486403399225575","view_count":121,"bookmark_count":0,"created_at":1761019728000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980479918346760599","full_text":"@aitordri Give users a toggle. Search mode vs knowledge mode. Not this annoying forced behavior.","in_reply_to_user_id_str":"3891529216","in_reply_to_status_id_str":"1980479918346760599","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":37,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[8,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980791596238139496","view_count":257,"bookmark_count":0,"created_at":1761092492000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980685602384441368","full_text":"@OpenAI Browser wars 2.0, but make it AI-native.\n\nThe question: does AI benefit from being browser-integrated, or does the browser benefit from AI data collection?\n\nProbably both. Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":3,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":14,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":39,"startTime":1761350400000,"endTime":1761436800000,"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":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":170,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":37,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes longer.","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":[0,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982813218486546853","view_count":44,"bookmark_count":0,"created_at":1761574484000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982813218486546853","full_text":"\"Focus on one thing\" is advice from people with runway.\n\nMost solo builders:\nBuild what pays.\nDream about what compounds.\nSleep when it's done.\n\nPick 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 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grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either way.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1982611534368186461","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,161],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982787431561642244","view_count":22,"bookmark_count":1,"created_at":1761568336000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982763745169309811","full_text":"@robj3d3 This.\n\nOct 2: 98K view reply on viral post\nOct 27: 4,964 view reply on 195K post\n\nPattern = early on mega-viral threads.\n\nNow hunting 100K+ posts daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor risk.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1982839339840426046","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982868311152214470","view_count":33,"bookmark_count":0,"created_at":1761587619000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982851261587194114","full_text":"@robj3d3 Another Bangkok builder. 🇹🇭\n\nBest city for building + terrible city for running GPUs.\n\nFollowing the journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":4,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":21,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":305,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a negotiation. That's a toll collection meeting.","in_reply_to_user_id_str":"1487942907889950729","in_reply_to_status_id_str":"1983938384914416098","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,194],"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":"1984044433688678706","view_count":152,"bookmark_count":0,"created_at":1761868029000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984001525556097507","full_text":"@sama All infrastructure is temporary infrastructure.\n\n3090s today.\n4090s tomorrow.\nBlackwell next year.\n\nThe only permanent decision is whether you own or rent.\n\nEverything else is just timing.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984001525556097507","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1881282203352498176","name":"Jonathan","screen_name":"jonathanbrnd","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"jonathanbrnd","lang":"en","retweeted":false,"fact_check":null,"id":"1984045748670156963","view_count":13,"bookmark_count":0,"created_at":1761868342000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983850526266515886","full_text":"@jonathanbrnd Every tech wave has a backlash phase.\n\nCrypto: \"it's all scams\"\nCloud: \"just servers somewhere else\"\nMobile: \"nobody needs apps\"\n\nAll true AND all irrelevant.\n\nIf you're building something useful, you're fine.","in_reply_to_user_id_str":"1881282203352498176","in_reply_to_status_id_str":"1983850526266515886","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1984043796955611412","view_count":888,"bookmark_count":0,"created_at":1761867877000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983926619212292484","full_text":"@unusual_whales Jensen: \"Any NVIDIA investors?\"\nKorea: *roars*\n\nMe with GPUs: \"Does hardware count?\"\n\nI'm long NVIDIA in the worst possible way.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1983926619212292484","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":19,"startTime":1761868800000,"endTime":1761955200000,"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":"1984234011015995673","view_count":149,"bookmark_count":1,"created_at":1761913228000,"favorite_count":5,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984234011015995673","full_text":"Trend nobody's talking about:\n\nEvery major API customer eventually becomes a competitor.\n\nCursor paying Anthropic → Cursor builds Composer\nOpenAI's biggest users → evaluating local LLMs\nMy $20K/year API bills → bought $9K in GPUs\n\nAPI businesses work until your customer does the math on ownership.\n\nThen your best customer becomes your biggest threat.","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":"1984194294367014913","view_count":90,"bookmark_count":1,"created_at":1761903758000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984194294367014913","full_text":"The solo builder infrastructure journey:\n\nMonth 1: \"I'll just use free tiers\"\nMonth 3: \"Okay, $20/month for APIs\"\nMonth 6: \"Wait, my bill is $200?\"\nMonth 9: \"Maybe I should own this?\"\nMonth 12: \"$9K for GPUs seems insane\"\nMonth 18: \"Best decision I ever made\"\n\nControl isn't free.\nDependency isn't cheap.\n\nPick which cost you want to pay.","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":"1984143232515895682","view_count":96,"bookmark_count":0,"created_at":1761891584000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984143232515895682","full_text":"\"Just use the API\" assumes three things that aren't true:\n\n1. Your usage stays constant (it never does)\n2. Their pricing stays constant (it never does)\n3. You'll switch when it gets expensive (you won't)\n\nYear 1: APIs cheaper\nYear 2: Break even\nYear 3+: Ownership wins\n\nThe math isn't complicated. 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Capitalism just works faster than governance structures.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1985067168074289554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"79957442","name":"Anton Osika – eu/acc","screen_name":"antonosika","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"antonosika","lang":"en","retweeted":false,"fact_check":null,"id":"1985132641952436349","view_count":32,"bookmark_count":0,"created_at":1762127478000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985017287821386062","full_text":"@antonosika AI makes engineers more productive.\nIt doesn't make them obsolete.","in_reply_to_user_id_str":"79957442","in_reply_to_status_id_str":"1985017287821386062","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":153,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984868748378157312","quoted_status_permalink":{"url":"https://t.co/vRDcpVYtaX","expanded":"https://twitter.com/elonmusk/status/1984868748378157312","display":"x.com/elonmusk/statu…"},"retweeted":false,"fact_check":null,"id":"1985214582684787038","view_count":272,"bookmark_count":1,"created_at":1762147014000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985214582684787038","full_text":"This is what happens when you take infrastructure constraints seriously and have the capital to think beyond incremental solutions.\n\nSpace has effectively unlimited solar and cooling. The engineering challenge is getting the hardware there and getting the data back. Elon has both pieces: SpaceX for transport, Starlink for data transmission.\n\nTimeline is Elon standard optimistic. Strategy is sound though. When you can't scale horizontally on Earth, you scale vertically into orbit.","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":[16,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1468428334610915329","name":"toucan","screen_name":"distributionat","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"distributionat","lang":"en","retweeted":false,"fact_check":null,"id":"1985138709382238481","view_count":6581,"bookmark_count":4,"created_at":1762128925000,"favorite_count":36,"quote_count":0,"reply_count":2,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1984924017628000296","full_text":"@distributionat 52 pages to fire a coworker is wild. But honestly this is every company at scale. Just usually not public.\n\nMeanwhile thanks to china local models keep improving regardless of who runs what company.","in_reply_to_user_id_str":"1468428334610915329","in_reply_to_status_id_str":"1984924017628000296","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,108],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1797752231388745729","name":"Emanuele Di Pietro","screen_name":"emanueledpt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"emanueledpt","lang":"en","retweeted":false,"fact_check":null,"id":"1985140578884194587","view_count":3,"bookmark_count":0,"created_at":1762129370000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985099713469956425","full_text":"@emanueledpt Not because of the money but because now you know it works. That's everything. 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Infrastructure keeps improving. \n\nThe boardroom drama at OpenAI could be a Netflix series and it wouldn't change my inference setup one bit. That's the benefit of not being dependent on any single company. Good entertainment though.","in_reply_to_user_id_str":"1087640384975577089","in_reply_to_status_id_str":"1985195564837785868","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1617903092099432448","name":"Ayla Croft","screen_name":"aylacroft","indices":[0,10]},{"id_str":"15670515","name":"Windows","screen_name":"Windows","indices":[11,19]}]},"favorited":false,"in_reply_to_screen_name":"aylacroft","lang":"en","retweeted":false,"fact_check":null,"id":"1985139609718898916","view_count":1197,"bookmark_count":0,"created_at":1762129139000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985065435105026334","full_text":"@aylacroft @Windows Windows broke up with you first.\nLinux: \"Here's root access. Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":12,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. 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Everyone else either waits 6-12 months for access or builds workarounds. That compounds into the growth divergence you're seeing.\n\nIt's not just adoption speed. It's structural advantage in infrastructure access that most people outside US don't realize exists until they hit it.","in_reply_to_user_id_str":"4939401","in_reply_to_status_id_str":"1985468907747172552","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1985913762776563950","view_count":38,"bookmark_count":0,"created_at":1762313712000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985721456031113680","full_text":"\"Use AI as a tool but verify the output\" is not a hot take. It's how every tool in software development works.\n\nYou verify compiler output. You verify library dependencies. You verify anything automated. Acting like this is profound wisdom that separates good developers from bad is peak LinkedIn energy on X.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1985721456031113680","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985914300758622261","view_count":226,"bookmark_count":1,"created_at":1762313840000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985746193113141711","full_text":"The remarkable part isn't that NVIDIA makes great chips. It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. NVIDIA won the platform war a decade ago.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985746193113141711","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,297],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"186420551","name":"clem 🤗","screen_name":"ClementDelangue","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"ClementDelangue","lang":"en","retweeted":false,"fact_check":null,"id":"1985915461817778498","view_count":1248,"bookmark_count":1,"created_at":1762314117000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985748187634717026","full_text":"Running local models in Bangkok taught me something: the biggest challenge isn't the technology, it's the infrastructure.\n\n40°C heat, humidity killing GPUs, power that costs $400/month. Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":190,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":84,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":35,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. 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Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. It's measured reality you can verify locally.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986888864737423663","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987138827509768658","view_count":4646,"bookmark_count":8,"created_at":1762605790000,"favorite_count":18,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987064646407496010","full_text":"@lucas_montano Self hosted models + quality tooling is underrated. People default to APIs because it's easier to start.\n\nBut Qwen locally with Claude Code gives you: fixed costs, no rate limits, zero API dependency, complete control. Try it. The setup cost pays back faster than you think.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987064646407496010","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,248],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"603750843","name":"Igor Kotenkov","screen_name":"stalkermustang","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"stalkermustang","lang":"en","retweeted":false,"fact_check":null,"id":"1987137562973241592","view_count":287,"bookmark_count":1,"created_at":1762605488000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986976148731969700","full_text":"@stalkermustang Every lab cherrypicks favorable benchmarks. OpenAI, Anthropic, Chinese labs - same pattern.\n\nSolution: test claims yourself. I ran K2 on complex reasoning yesterday. Production quality. Benchmarks are marketing. Deployment is truth.","in_reply_to_user_id_str":"603750843","in_reply_to_status_id_str":"1986976148731969700","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1538525334781370368","name":"Andrew Curran","screen_name":"AndrewCurran_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"AndrewCurran_","lang":"en","retweeted":false,"fact_check":null,"id":"1987023158646554804","view_count":324,"bookmark_count":0,"created_at":1762578212000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986864296480153757","full_text":"@AndrewCurran_ $4.6M to train a model that beats GPT-5.\n\nThis is what happens when you can't waste compute. Every dollar optimizes architecture, not just throwing more GPUs at the problem.\n\nTested it yesterday. The efficiency shows in results. Quality + cost = new economics for AI.","in_reply_to_user_id_str":"1538525334781370368","in_reply_to_status_id_str":"1986864296480153757","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[39,256],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1145851147","name":"Stefano Ermon","screen_name":"StefanoErmon","indices":[10,23]},{"id_str":"1894161655728410630","name":"Inception","screen_name":"_inception_ai","indices":[24,38]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1987133095104172463","view_count":201,"bookmark_count":0,"created_at":1762604423000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986477376835047740","full_text":"@elonmusk @StefanoErmon @_inception_ai \"Compute to memory bandwidth ratio will increase\" is the key line everyone's skipping.\n\nHBM bottlenecks > chip shortages. Been saying this for months. Infrastructure constraints matter more than model architecture.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986762520938569739","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2281405752","name":"Jon Brosio","screen_name":"jonbrosio","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"jonbrosio","lang":"en","retweeted":false,"fact_check":null,"id":"1987194380235730945","view_count":2,"bookmark_count":0,"created_at":1762619035000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987152723733614665","full_text":"@jonbrosio Perfect is the enemy of shipped. 95% of people optimizing for perfect. 5% shipping imperfect and iterating. Guess which group has revenue.","in_reply_to_user_id_str":"2281405752","in_reply_to_status_id_str":"1987152723733614665","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,235],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"860565621452316672","name":"Google Research","screen_name":"GoogleResearch","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"GoogleResearch","lang":"en","retweeted":false,"fact_check":null,"id":"1987124758518124949","view_count":1046,"bookmark_count":1,"created_at":1762602436000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986855202658418715","full_text":"@GoogleResearch Google shipping improvements to long context processing. Good.\n\nMore competition = better models. Whether Google, OpenAI, or Chinese labs win the paper race doesn't change infrastructure economics for actual deployment.","in_reply_to_user_id_str":"860565621452316672","in_reply_to_status_id_str":"1986855202658418715","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1987155190957633660","view_count":140,"bookmark_count":0,"created_at":1762609691000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986856304808501577","full_text":"@Yuchenj_UW OpenAI: \"We need trillions in subsidies\"\nChinese labs: \"We trained a competitive model for $4.6M, here's the weights\"\n\nConstraints forced efficiency. Capital enabled dependency.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986856304808501577","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":"1504436543443906569","name":"Kay","screen_name":"Dwriteway","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Dwriteway","lang":"en","retweeted":false,"fact_check":null,"id":"1987144671433531886","view_count":13,"bookmark_count":0,"created_at":1762607183000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987088935504199838","full_text":"@Dwriteway If you want to test your patience: start online business\nIf you want to destroy it completely: add AI infrastructure to online business\n\nThe patience test has levels.","in_reply_to_user_id_str":"1504436543443906569","in_reply_to_status_id_str":"1987088935504199838","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,90],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987037374191460778","view_count":121,"bookmark_count":0,"created_at":1762581602000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986500358940639284","full_text":"@lucas_montano This is what happens when you optimize for valuation instead of efficiency.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1986500358940639284","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1987037093525324001","view_count":12,"bookmark_count":0,"created_at":1762581535000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986851572148805871","full_text":"@alexcooldev \"Surviving long enough to go viral\" is just lottery thinking with extra steps and a Vercel bill.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986851572148805871","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":58,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987404487183757389","view_count":75,"bookmark_count":0,"created_at":1762669128000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987404487183757389","full_text":"API costs that made sense at prototype scale:\n> ChatGPT Plus: $20/month\n> Anthropic Pro: $20/month\n> OpenAI API: couple hundred/month\n\nSame workload at production scale:\n- $2K/month → $20K/month → \"we should own this\"\n\nThe inflection point is different for everyone. But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. Infrastructure ownership always wins at scale.","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":[30,308],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1931962509596246016","name":"Zhihu Frontier","screen_name":"ZhihuFrontier","indices":[0,14]},{"id_str":"1863959670169501696","name":"Kimi.ai","screen_name":"Kimi_Moonshot","indices":[15,29]}]},"favorited":false,"in_reply_to_screen_name":"ZhihuFrontier","lang":"en","retweeted":false,"fact_check":null,"id":"1987407713039753669","view_count":3177,"bookmark_count":1,"created_at":1762669897000,"favorite_count":22,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1987125624599970218","full_text":"@ZhihuFrontier @Kimi_Moonshot This is what constraints driven optimization looks like. US labs have unlimited H100s, optimize for raw performance. Chinese labs forced to optimize memory bandwidth, end up with better deployment economics. INT4 isn't sacrifice. It's choosing the right bottleneck to optimize.","in_reply_to_user_id_str":"1931962509596246016","in_reply_to_status_id_str":"1987125624599970218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,237],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/sudoingX/statu…","expanded_url":"https://x.com/sudoingX/status/1970716556729663994?s=20","url":"https://t.co/1K2Fdpv1uy","indices":[214,237]}],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]},{"id_str":"1661523610111193088","name":"xAI","screen_name":"xai","indices":[87,91]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1970716556729663994","quoted_status_permalink":{"url":"https://t.co/1K2Fdpv1uy","expanded":"https://x.com/sudoingX/status/1970716556729663994?s=20","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1987403025213001800","view_count":3928,"bookmark_count":1,"created_at":1762668780000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987294547639214307","full_text":"@lucas_montano Exactly. Been pointing this out - Grok 4 has the context window for it. @xai is almost certainly testing this internally. They're just not publicly shipping yet. When they do, it'll be interesting.\n\nhttps://t.co/1K2Fdpv1uy","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987294547639214307","is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"26093892","name":"Kevin S. Xu","screen_name":"kevinsxu","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kevinsxu","lang":"en","retweeted":false,"fact_check":null,"id":"1987410286073290852","view_count":2307,"bookmark_count":1,"created_at":1762670511000,"favorite_count":20,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987221903157727583","full_text":"@kevinsxu $5 trillion valuation: eating street food\n$5 million valuation: renting offices they don't need\n\nPattern recognition.","in_reply_to_user_id_str":"26093892","in_reply_to_status_id_str":"1987221903157727583","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":3,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987765906609520822","view_count":49,"bookmark_count":0,"created_at":1762755297000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987765906609520822","full_text":"Things I do with local LLMs that I'd never do via API:\n\n> Generate 50 variations, test all (cost: $0)\n> Iterate on prompts 100x to optimize (cost: $0) \n> Process entire codebases multiple times (cost: $0)\n> Run automated analysis overnight (cost: ~$2 electricity)\n> Experiment with wild ideas without budget concern\n\nAPI mindset: Is this worth the tokens?\nLocal mindset: Let's try everything and see what works\n\nDifferent economics = different behavior = different outcomes.","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":[11,263],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1843566838892126209","name":"MancerAI","screen_name":"MancerAI_","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"MancerAI_","lang":"en","retweeted":false,"fact_check":null,"id":"1987767323848228877","view_count":86,"bookmark_count":0,"created_at":1762755635000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987636330365419869","full_text":"@MancerAI_ Grok's been shipping capability while others ship announcements. 2M context window already best in class. 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Obsession sustains it. Discipline finishes it. Obsession alone is unreliable. Some days you won't feel it. 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The fact you’re still building at $100 MRR already separates you from 99% who stopped at idea stage.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1979934133989101978","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1809124506772123648","name":"Tasorn","screen_name":"tasornp","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"tasornp","lang":"en","retweeted":false,"fact_check":null,"id":"1980194187976073511","view_count":4,"bookmark_count":0,"created_at":1760950059000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979921904363348105","full_text":"@tasornp 'Enjoying the process' is cope when the slow weeks hit. You show up anyway because quitting is worse. 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Cost/quality ratio is insane.","in_reply_to_user_id_str":"16338987","in_reply_to_status_id_str":"1979887787806790026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,260],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14710129","name":"Peter H. Diamandis, MD","screen_name":"PeterDiamandis","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"PeterDiamandis","lang":"en","retweeted":false,"fact_check":null,"id":"1980156892417818943","view_count":8,"bookmark_count":0,"created_at":1760941167000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980001376752079165","full_text":"@PeterDiamandis They'd probably ask why we have all this technology but still can't figure out basic things like not destroying the planet or feeding everyone. Progress is uneven. We're amazing at some things, terrible at others. 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The ones from follow-for-follow vanish. \nQuality > quantity, always.","in_reply_to_user_id_str":"1552206784974258180","in_reply_to_status_id_str":"1980212396229881879","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,243],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"470129898","name":"Tibo","screen_name":"tibo_maker","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tibo_maker","lang":"en","retweeted":false,"fact_check":null,"id":"1980246487226605861","view_count":34,"bookmark_count":0,"created_at":1760962528000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980216151041822737","full_text":"@tibo_maker At 287 building this way. But it's not just showing up. It's showing work with substance. GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. Congrats.\nOne question: how much of the 272 days was building vs marketing vs content creation?\n\nMost 'building in public' posts show results, not the actual time breakdown. Curious what the split looks like.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1979870894966083873","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,182],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3064259332","name":"will brown","screen_name":"willccbb","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"willccbb","lang":"en","retweeted":false,"fact_check":null,"id":"1980164825566290124","view_count":48,"bookmark_count":0,"created_at":1760943058000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980085747928760693","full_text":"@willccbb LLMs pattern match on training data. That's it. 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Reverse engineering by disassembly = breaking it. These aren't GPUs you can just take apart. The complexity is the moat, not just the export restrictions.","in_reply_to_user_id_str":"1050273192919601152","in_reply_to_status_id_str":"1979727955262890475","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":712,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[15,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980487972064833828","view_count":0,"bookmark_count":0,"created_at":1761020102000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980459157242392672","full_text":"@TheAhmadOsman Born just in time to:\nPanic-buy 3090s\nPay $400/month in electricity\nExplain to neighbors why my apartment sounds like a server farm\nRefresh NVIDIA stock price daily\nHear 'AGI next year' for 5 years straight.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980459157242392672","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,116],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1977787670211289088","name":"Henrick Johansson","screen_name":"compliantvc","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"compliantvc","lang":"en","retweeted":false,"fact_check":null,"id":"1980535180596273636","view_count":145,"bookmark_count":0,"created_at":1761031358000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980353907906990308","full_text":"@compliantvc 'No major European tech companies down'\n\nName three European companies running at AWS scale. 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Sometimes you pay for it like this.","in_reply_to_user_id_str":"367162886","in_reply_to_status_id_str":"1980419272766583262","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3891529216","name":"Aitor 🅼","screen_name":"aitordri","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"aitordri","lang":"en","retweeted":false,"fact_check":null,"id":"1980486403399225575","view_count":121,"bookmark_count":0,"created_at":1761019728000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980479918346760599","full_text":"@aitordri Give users a toggle. Search mode vs knowledge mode. Not this annoying forced behavior.","in_reply_to_user_id_str":"3891529216","in_reply_to_status_id_str":"1980479918346760599","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":7494,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[8,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980791596238139496","view_count":257,"bookmark_count":0,"created_at":1761092492000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980685602384441368","full_text":"@OpenAI Browser wars 2.0, but make it AI-native.\n\nThe question: does AI benefit from being browser-integrated, or does the browser benefit from AI data collection?\n\nProbably both. Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":1360,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":1079,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":3975,"startTime":1761350400000,"endTime":1761436800000,"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":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":4593,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":5903,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 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grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either way.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1982611534368186461","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,161],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982787431561642244","view_count":22,"bookmark_count":1,"created_at":1761568336000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982763745169309811","full_text":"@robj3d3 This.\n\nOct 2: 98K view reply on viral post\nOct 27: 4,964 view reply on 195K post\n\nPattern = early on mega-viral threads.\n\nNow hunting 100K+ posts daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor 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journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":6578,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":3268,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":17299,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a negotiation. That's a toll collection meeting.","in_reply_to_user_id_str":"1487942907889950729","in_reply_to_status_id_str":"1983938384914416098","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,194],"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":"1984044433688678706","view_count":152,"bookmark_count":0,"created_at":1761868029000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984001525556097507","full_text":"@sama All infrastructure is temporary infrastructure.\n\n3090s today.\n4090s tomorrow.\nBlackwell next year.\n\nThe only permanent decision is whether you own or rent.\n\nEverything else is just timing.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984001525556097507","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1881282203352498176","name":"Jonathan","screen_name":"jonathanbrnd","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"jonathanbrnd","lang":"en","retweeted":false,"fact_check":null,"id":"1984045748670156963","view_count":13,"bookmark_count":0,"created_at":1761868342000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983850526266515886","full_text":"@jonathanbrnd Every tech wave has a backlash phase.\n\nCrypto: \"it's all scams\"\nCloud: \"just servers somewhere else\"\nMobile: \"nobody needs apps\"\n\nAll true AND all irrelevant.\n\nIf you're building something useful, you're fine.","in_reply_to_user_id_str":"1881282203352498176","in_reply_to_status_id_str":"1983850526266515886","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1984043796955611412","view_count":888,"bookmark_count":0,"created_at":1761867877000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983926619212292484","full_text":"@unusual_whales Jensen: \"Any NVIDIA investors?\"\nKorea: *roars*\n\nMe with GPUs: \"Does hardware count?\"\n\nI'm long NVIDIA in the worst possible way.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1983926619212292484","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":3084,"startTime":1761868800000,"endTime":1761955200000,"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":"1984234011015995673","view_count":149,"bookmark_count":1,"created_at":1761913228000,"favorite_count":5,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984234011015995673","full_text":"Trend nobody's talking about:\n\nEvery major API customer eventually becomes a competitor.\n\nCursor paying Anthropic → Cursor builds Composer\nOpenAI's biggest users → evaluating local LLMs\nMy $20K/year API bills → bought $9K in GPUs\n\nAPI businesses work until your customer does the math on ownership.\n\nThen your best customer becomes your biggest threat.","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":"1984194294367014913","view_count":90,"bookmark_count":1,"created_at":1761903758000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984194294367014913","full_text":"The solo builder infrastructure journey:\n\nMonth 1: \"I'll just use free tiers\"\nMonth 3: \"Okay, $20/month for APIs\"\nMonth 6: \"Wait, my bill is $200?\"\nMonth 9: \"Maybe I should own this?\"\nMonth 12: \"$9K for GPUs seems insane\"\nMonth 18: \"Best decision I ever made\"\n\nControl isn't free.\nDependency isn't cheap.\n\nPick which cost you want to pay.","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":"1984143232515895682","view_count":96,"bookmark_count":0,"created_at":1761891584000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984143232515895682","full_text":"\"Just use the API\" assumes three things that aren't true:\n\n1. Your usage stays constant (it never does)\n2. Their pricing stays constant (it never does)\n3. You'll switch when it gets expensive (you won't)\n\nYear 1: APIs cheaper\nYear 2: Break even\nYear 3+: Ownership wins\n\nThe math isn't complicated. 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Capitalism just works faster than governance structures.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1985067168074289554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"79957442","name":"Anton Osika – eu/acc","screen_name":"antonosika","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"antonosika","lang":"en","retweeted":false,"fact_check":null,"id":"1985132641952436349","view_count":32,"bookmark_count":0,"created_at":1762127478000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985017287821386062","full_text":"@antonosika AI makes engineers more productive.\nIt doesn't make them obsolete.","in_reply_to_user_id_str":"79957442","in_reply_to_status_id_str":"1985017287821386062","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":82164,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984868748378157312","quoted_status_permalink":{"url":"https://t.co/vRDcpVYtaX","expanded":"https://twitter.com/elonmusk/status/1984868748378157312","display":"x.com/elonmusk/statu…"},"retweeted":false,"fact_check":null,"id":"1985214582684787038","view_count":272,"bookmark_count":1,"created_at":1762147014000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985214582684787038","full_text":"This is what happens when you take infrastructure constraints seriously and have the capital to think beyond incremental solutions.\n\nSpace has effectively unlimited solar and cooling. The engineering challenge is getting the hardware there and getting the data back. Elon has both pieces: SpaceX for transport, Starlink for data transmission.\n\nTimeline is Elon standard optimistic. Strategy is sound though. When you can't scale horizontally on Earth, you scale vertically into orbit.","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":[16,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1468428334610915329","name":"toucan","screen_name":"distributionat","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"distributionat","lang":"en","retweeted":false,"fact_check":null,"id":"1985138709382238481","view_count":6581,"bookmark_count":4,"created_at":1762128925000,"favorite_count":36,"quote_count":0,"reply_count":2,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1984924017628000296","full_text":"@distributionat 52 pages to fire a coworker is wild. But honestly this is every company at scale. Just usually not public.\n\nMeanwhile thanks to china local models keep improving regardless of who runs what company.","in_reply_to_user_id_str":"1468428334610915329","in_reply_to_status_id_str":"1984924017628000296","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,108],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1797752231388745729","name":"Emanuele Di Pietro","screen_name":"emanueledpt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"emanueledpt","lang":"en","retweeted":false,"fact_check":null,"id":"1985140578884194587","view_count":3,"bookmark_count":0,"created_at":1762129370000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985099713469956425","full_text":"@emanueledpt Not because of the money but because now you know it works. That's everything. 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Infrastructure keeps improving. \n\nThe boardroom drama at OpenAI could be a Netflix series and it wouldn't change my inference setup one bit. That's the benefit of not being dependent on any single company. Good entertainment though.","in_reply_to_user_id_str":"1087640384975577089","in_reply_to_status_id_str":"1985195564837785868","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1617903092099432448","name":"Ayla Croft","screen_name":"aylacroft","indices":[0,10]},{"id_str":"15670515","name":"Windows","screen_name":"Windows","indices":[11,19]}]},"favorited":false,"in_reply_to_screen_name":"aylacroft","lang":"en","retweeted":false,"fact_check":null,"id":"1985139609718898916","view_count":1197,"bookmark_count":0,"created_at":1762129139000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985065435105026334","full_text":"@aylacroft @Windows Windows broke up with you first.\nLinux: \"Here's root access. Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":2285,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. 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Everyone else either waits 6-12 months for access or builds workarounds. That compounds into the growth divergence you're seeing.\n\nIt's not just adoption speed. It's structural advantage in infrastructure access that most people outside US don't realize exists until they hit it.","in_reply_to_user_id_str":"4939401","in_reply_to_status_id_str":"1985468907747172552","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1985913762776563950","view_count":38,"bookmark_count":0,"created_at":1762313712000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985721456031113680","full_text":"\"Use AI as a tool but verify the output\" is not a hot take. It's how every tool in software development works.\n\nYou verify compiler output. You verify library dependencies. You verify anything automated. Acting like this is profound wisdom that separates good developers from bad is peak LinkedIn energy on X.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1985721456031113680","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985914300758622261","view_count":226,"bookmark_count":1,"created_at":1762313840000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985746193113141711","full_text":"The remarkable part isn't that NVIDIA makes great chips. It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. NVIDIA won the platform war a decade ago.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985746193113141711","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,297],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"186420551","name":"clem 🤗","screen_name":"ClementDelangue","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"ClementDelangue","lang":"en","retweeted":false,"fact_check":null,"id":"1985915461817778498","view_count":1248,"bookmark_count":1,"created_at":1762314117000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985748187634717026","full_text":"Running local models in Bangkok taught me something: the biggest challenge isn't the technology, it's the infrastructure.\n\n40°C heat, humidity killing GPUs, power that costs $400/month. Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":68973,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":18282,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":7162,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. All version zero of ownership.\n\nEventually you either:\n> Own your infrastructure\n>Accept permanent dependency\n> Get priced out\n\nThere is no fourth option.","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":[11,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1987033848384025043","view_count":51,"bookmark_count":0,"created_at":1762580761000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986888864737423663","full_text":"@scaling01 Tested yesterday on complex reasoning tasks. Impressed. Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. It's measured reality you can verify locally.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986888864737423663","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987138827509768658","view_count":4646,"bookmark_count":8,"created_at":1762605790000,"favorite_count":18,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987064646407496010","full_text":"@lucas_montano Self hosted models + quality tooling is underrated. People default to APIs because it's easier to start.\n\nBut Qwen locally with Claude Code gives you: fixed costs, no rate limits, zero API dependency, complete control. Try it. The setup cost pays back faster than you think.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987064646407496010","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,248],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"603750843","name":"Igor Kotenkov","screen_name":"stalkermustang","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"stalkermustang","lang":"en","retweeted":false,"fact_check":null,"id":"1987137562973241592","view_count":287,"bookmark_count":1,"created_at":1762605488000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986976148731969700","full_text":"@stalkermustang Every lab cherrypicks favorable benchmarks. OpenAI, Anthropic, Chinese labs - same pattern.\n\nSolution: test claims yourself. I ran K2 on complex reasoning yesterday. Production quality. Benchmarks are marketing. Deployment is truth.","in_reply_to_user_id_str":"603750843","in_reply_to_status_id_str":"1986976148731969700","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1538525334781370368","name":"Andrew Curran","screen_name":"AndrewCurran_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"AndrewCurran_","lang":"en","retweeted":false,"fact_check":null,"id":"1987023158646554804","view_count":324,"bookmark_count":0,"created_at":1762578212000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986864296480153757","full_text":"@AndrewCurran_ $4.6M to train a model that beats GPT-5.\n\nThis is what happens when you can't waste compute. Every dollar optimizes architecture, not just throwing more GPUs at the problem.\n\nTested it yesterday. The efficiency shows in results. Quality + cost = new economics for AI.","in_reply_to_user_id_str":"1538525334781370368","in_reply_to_status_id_str":"1986864296480153757","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[39,256],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1145851147","name":"Stefano Ermon","screen_name":"StefanoErmon","indices":[10,23]},{"id_str":"1894161655728410630","name":"Inception","screen_name":"_inception_ai","indices":[24,38]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1987133095104172463","view_count":201,"bookmark_count":0,"created_at":1762604423000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986477376835047740","full_text":"@elonmusk @StefanoErmon @_inception_ai \"Compute to memory bandwidth ratio will increase\" is the key line everyone's skipping.\n\nHBM bottlenecks > chip shortages. Been saying this for months. Infrastructure constraints matter more than model architecture.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986762520938569739","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2281405752","name":"Jon Brosio","screen_name":"jonbrosio","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"jonbrosio","lang":"en","retweeted":false,"fact_check":null,"id":"1987194380235730945","view_count":2,"bookmark_count":0,"created_at":1762619035000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987152723733614665","full_text":"@jonbrosio Perfect is the enemy of shipped. 95% of people optimizing for perfect. 5% shipping imperfect and iterating. Guess which group has revenue.","in_reply_to_user_id_str":"2281405752","in_reply_to_status_id_str":"1987152723733614665","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,235],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"860565621452316672","name":"Google Research","screen_name":"GoogleResearch","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"GoogleResearch","lang":"en","retweeted":false,"fact_check":null,"id":"1987124758518124949","view_count":1046,"bookmark_count":1,"created_at":1762602436000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986855202658418715","full_text":"@GoogleResearch Google shipping improvements to long context processing. Good.\n\nMore competition = better models. Whether Google, OpenAI, or Chinese labs win the paper race doesn't change infrastructure economics for actual deployment.","in_reply_to_user_id_str":"860565621452316672","in_reply_to_status_id_str":"1986855202658418715","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1987155190957633660","view_count":140,"bookmark_count":0,"created_at":1762609691000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986856304808501577","full_text":"@Yuchenj_UW OpenAI: \"We need trillions in subsidies\"\nChinese labs: \"We trained a competitive model for $4.6M, here's the weights\"\n\nConstraints forced efficiency. Capital enabled dependency.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986856304808501577","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":"1504436543443906569","name":"Kay","screen_name":"Dwriteway","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Dwriteway","lang":"en","retweeted":false,"fact_check":null,"id":"1987144671433531886","view_count":13,"bookmark_count":0,"created_at":1762607183000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987088935504199838","full_text":"@Dwriteway If you want to test your patience: start online business\nIf you want to destroy it completely: add AI infrastructure to online business\n\nThe patience test has levels.","in_reply_to_user_id_str":"1504436543443906569","in_reply_to_status_id_str":"1987088935504199838","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,90],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987037374191460778","view_count":121,"bookmark_count":0,"created_at":1762581602000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986500358940639284","full_text":"@lucas_montano This is what happens when you optimize for valuation instead of efficiency.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1986500358940639284","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1987037093525324001","view_count":12,"bookmark_count":0,"created_at":1762581535000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986851572148805871","full_text":"@alexcooldev \"Surviving long enough to go viral\" is just lottery thinking with extra steps and a Vercel bill.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986851572148805871","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":9487,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987404487183757389","view_count":75,"bookmark_count":0,"created_at":1762669128000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987404487183757389","full_text":"API costs that made sense at prototype scale:\n> ChatGPT Plus: $20/month\n> Anthropic Pro: $20/month\n> OpenAI API: couple hundred/month\n\nSame workload at production scale:\n- $2K/month → $20K/month → \"we should own this\"\n\nThe inflection point is different for everyone. But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. Infrastructure ownership always wins at scale.","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":[30,308],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1931962509596246016","name":"Zhihu Frontier","screen_name":"ZhihuFrontier","indices":[0,14]},{"id_str":"1863959670169501696","name":"Kimi.ai","screen_name":"Kimi_Moonshot","indices":[15,29]}]},"favorited":false,"in_reply_to_screen_name":"ZhihuFrontier","lang":"en","retweeted":false,"fact_check":null,"id":"1987407713039753669","view_count":3177,"bookmark_count":1,"created_at":1762669897000,"favorite_count":22,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1987125624599970218","full_text":"@ZhihuFrontier @Kimi_Moonshot This is what constraints driven optimization looks like. US labs have unlimited H100s, optimize for raw performance. Chinese labs forced to optimize memory bandwidth, end up with better deployment economics. INT4 isn't sacrifice. It's choosing the right bottleneck to optimize.","in_reply_to_user_id_str":"1931962509596246016","in_reply_to_status_id_str":"1987125624599970218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,237],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/sudoingX/statu…","expanded_url":"https://x.com/sudoingX/status/1970716556729663994?s=20","url":"https://t.co/1K2Fdpv1uy","indices":[214,237]}],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]},{"id_str":"1661523610111193088","name":"xAI","screen_name":"xai","indices":[87,91]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1970716556729663994","quoted_status_permalink":{"url":"https://t.co/1K2Fdpv1uy","expanded":"https://x.com/sudoingX/status/1970716556729663994?s=20","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1987403025213001800","view_count":3928,"bookmark_count":1,"created_at":1762668780000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987294547639214307","full_text":"@lucas_montano Exactly. Been pointing this out - Grok 4 has the context window for it. @xai is almost certainly testing this internally. They're just not publicly shipping yet. When they do, it'll be interesting.\n\nhttps://t.co/1K2Fdpv1uy","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987294547639214307","is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"26093892","name":"Kevin S. 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He respects individuality and the diverse timelines of success, emphasizing that no two entrepreneurial paths should be carbon copies.","facts":"Fun fact: Woodson doesn't just talk numbers; he celebrates hitting the milestone of earning 1,000 euros per day and is openly ambitious about scaling to 5,000 or even 10,000 euros per day, showing his measurable progress and transparent mindset.","strength":"His clear focus on real results, ability to break down complex achievements into relatable milestones, and consistent engagement with his network showcase his strengths in leadership, communication, and authenticity.","weakness":"Woodson’s low retweet counts and modest engagement on some tweets might indicate a challenge in amplifying his reach beyond his immediate followers, possibly due to less use of virality or collaboration tactics.","recommendation":"To grow his audience on X, Woodson should increase interactive and shareable content like case studies, client success stories using threads, and collaborative shoutouts to expand visibility. Leveraging trending hashtags with his unique insight will boost discoverability, while engaging more in retweet chains can help break follower growth plateaus.","roast":"Woodson’s 'regardez moi devenir une référence' motto is bold—he's like that guy at the party who’s already planning his victory speech while everyone else is still figuring out the playlist. Ambition is great, but don’t forget to dance a little before the trophy!","win":"Woodson’s biggest win is guiding clients to a staggering 670,000 euros in sales within just three months, proving that his strategies don’t just sound good—they deliver real-world financial impact."},"created":1763206816617,"type":"the entrepreneur","id":"justmethew"},{"user":{"id":"2996256317","name":"Andy • カズマ","description":"23 | swe | landlord | traveling the 🌎 | built https://t.co/59YLfIMz1X | helping food truck owners build an online presence in minutes","followers_count":422,"friends_count":307,"statuses_count":1357,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1988622549274480640/i8qyB2ki_normal.jpg","screen_name":"andy__okamoto","location":"building ➡️","entities":{"description":{"urls":[{"display_url":"wintoday.app","expanded_url":"http://wintoday.app","url":"https://t.co/59YLfIMz1X","indices":[46,69]}]},"url":{"urls":[{"display_url":"myfoodtruckwebsite.com","expanded_url":"http://myfoodtruckwebsite.com","url":"https://t.co/vK69ppaH0u","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Andy • カズマ is a globe-trotting entrepreneur who's all about building businesses and helping food truck owners boost their online presence in record time. With a passion for travel and tech, he’s not just managing properties but also launching startups and sharing his journey in real time. His energy comes alive in each tweet, mixing milestones with personal reflections and new tech experiments.","purpose":"To empower small business owners, especially in the food truck niche, by providing them with accessible digital tools and strategies that help them grow and thrive online, while continuously exploring new ventures and markets around the world.","beliefs":"Andy believes in the power of entrepreneurship as a force for freedom and impact, that technology should be accessible and practical for all, and that continuous learning and sharing one’s journey helps build authentic connections and sustainable success.","facts":"Fun Fact: Andy uses a blend of cutting-edge tech like Next.js and Supabase to build his projects and isn’t afraid to publicly launch and learn from platforms like Product Hunt, showing his fearless approach to innovation.","strength":"Adaptability in new environments and tech, a strong drive to build and launch projects, ability to engage with a community of supporters, and an authentic, relatable communication style that inspires others.","weakness":"Sometimes his public excitement for new tools and launches might outpace the follow-through needed for sustained growth; also, with a high tweet frequency, some messages might get lost or diluted.","roast":"Andy probably has more location pins on his digital passport than unread tabs open in his browser—talk about a multitasking magician who’s always 3 projects ahead of himself and 2 flights behind schedule.","win":"Successfully created and launched a platform to help food truck owners establish an online presence quickly, rallying a community of early subscribers and supporters from around the globe.","recommendation":"Focus on building a consistent content theme around customer success stories and behind-the-scenes entrepreneurial lessons on X. Use Twitter Spaces or threads to deepen engagement, and try hashtag strategies targeting food truck entrepreneurs and digital nomads to amplify reach."},"created":1763206534034,"type":"the entrepreneur","id":"andy__okamoto"},{"user":{"id":"1695698700041965568","name":"Silvestro - eu/acc","description":"Founder @useAffonso | 12+ years in affiliate marketing. Saw what breaks and what scales. ✨ Bootstrapping a better affiliate software for SaaS growth.","followers_count":3694,"friends_count":2104,"statuses_count":3706,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1923454426972360705/cbEbFoLa_normal.jpg","screen_name":"zilvestro","location":"Cologne, Germany 🇩🇪","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"affonso.io","expanded_url":"https://affonso.io","url":"https://t.co/SjIKfLg5Hz","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Silvestro is a seasoned entrepreneur in affiliate marketing with over a decade of hands-on experience and a laser focus on building scalable affiliate software for SaaS growth. Known for bootstrapping his projects, he actively engages with his audience, sharing both successes and challenges transparently. His tweets reveal a genuine, problem-solving mindset and a willingness to experiment and learn in real time.","purpose":"To empower SaaS businesses with innovative affiliate software solutions that drive sustainable growth, while fostering a transparent and supportive community of marketers and founders.","beliefs":"Silvestro believes in the power of perseverance, learning from failures, and community collaboration. He values honesty, practical solutions, and the entrepreneurial spirit of bootstrapping to build impactful products without relying on shortcuts.","facts":"Despite spending over $400 on X ads and making $0 in direct sales, Silvestro uses these experiences as learning moments and openly invites his audience to ask questions, creating a space for shared growth and transparency.","strength":"Strong resilience and hands-on expertise in affiliate marketing combined with a genuine willingness to engage deeply with his audience. He leverages real-world data and feedback to refine his products and strategies, demonstrating practical entrepreneurial grit.","weakness":"A tendency to attract challenges such as fake signups and payment fraud indicates some operational vulnerabilities that require more robust preventative systems. His honest admissions of ad spend losses might sometimes be perceived as lack of polish or commercial success.","roast":"Silvestro’s entrepreneurial journey is like a rollercoaster gift-wrapped in a SaaS suit—thrilling, occasionally stomach-churning, and guaranteed to have you wondering if anyone's wearing a seatbelt... or just praying the next free backlink giveaway pays off!","win":"Successfully founded and is growing a bootstrapped affiliate software startup dedicated to SaaS growth, demonstrating the ability to turn years of marketing knowledge into a tangible, scalable product despite the challenges along the way.","recommendation":"To grow his audience on X, Silvestro should continue leveraging transparency and openness—sharing more case studies, lessons learned from failures, and actionable tips. Engaging frequently with replies and using threads to dissect affiliate marketing strategies can solidify his position as an approachable expert and trusted voice."},"created":1763206250912,"type":"the entrepreneur","id":"zilvestro"},{"user":{"id":"1519902735637876741","name":"Shaig","description":"I give pixels purpose","followers_count":1161,"friends_count":713,"statuses_count":911,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1862470183920500736/0-Vbz2b5_normal.jpg","screen_name":"shaigexp","location":"","entities":{"url":{"urls":[{"url":"https://t.co/irdcrsuavU","expanded_url":"https://shaigexp.com/","display_url":"shaigexp.com","indices":[0,23]}]},"description":{"urls":[]}}},"details":{"type":"The Entrepreneur","description":"Shaig is a digital creator and seller who turns pixels into profit, leveraging Framer templates to build both personal and client projects. With an entrepreneurial spirit, Shaig masters the art of crafting valuable digital products while sharing successes and insights openly. Their timeline reflects a blend of creativity, hustle, and the savvy needed to transform design skills into tangible rewards.","facts":"Shaig bought a car purely from selling Framer templates, proving that digital design can boost your lifestyle beyond just likes and follows.","purpose":"To empower digital creators by demonstrating how design skills can be monetized effectively, inspiring others to transform their passion into a thriving business.","beliefs":"Shaig believes in the power of innovation, hard work, and smart monetization of creative skills. They value practical results over vanity metrics and see digital portfolios as vehicles for financial freedom.","strength":"Shaig’s key strength lies in their practical approach to digital entrepreneurship, consistently producing sellable digital products and leveraging social proof to grow credibility.","weakness":"By focusing heavily on product creation, Shaig might sometimes neglect broader audience engagement or community interaction beyond transactional content sharing.","recommendation":"To expand their influence on X, Shaig should focus on engaging more deeply with followers through storytelling and educational content that highlights the journey behind each project, encouraging more conversations and shares.","roast":"Shaig’s so obsessed with pixels having purpose, I’m surprised they haven’t started charging rent for all those digital real estate investments—maybe each Framer template comes with a tiny mortgage?","win":"Achieving the milestone of buying a car solely through the revenue generated from digital template sales—a testament to turning creative flair into real-world success."},"created":1763205848712,"type":"the entrepreneur","id":"shaigexp"},{"user":{"id":"1942609855728214020","name":"Grant O","description":"Reddit Affiliate Marketer | $1M + In Revenue - Learn How: https://t.co/UkEbyDzghE Chat with your Marketing Data | https://t.co/TPCQ5n7Atb","followers_count":634,"friends_count":740,"statuses_count":1390,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1968054426020818944/MFNjqCuJ_normal.jpg","screen_name":"2whazzuup","location":"","entities":{"description":{"urls":[{"display_url":"whazzuup.gumroad.com/l/lsxfdp","expanded_url":"https://whazzuup.gumroad.com/l/lsxfdp","url":"https://t.co/UkEbyDzghE","indices":[58,81]},{"display_url":"blickr.ai","expanded_url":"https://blickr.ai","url":"https://t.co/TPCQ5n7Atb","indices":[114,137]}]},"url":{"urls":[{"display_url":"blickr.ai","expanded_url":"https://blickr.ai","url":"https://t.co/TPCQ5n7Atb","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Grant O is a savvy Reddit affiliate marketer known for generating over $1M in revenue without relying on traditional SEO or ads. He cleverly leverages Reddit communities and product backlinks to boost sales and visibility. His strategic and innovative approach to marketing turns unconventional channels into big wins.","facts":"Despite no ads or standard SEO, Grant made nearly half a million dollars on Amazon solely by sharing blogs on Reddit.","purpose":"Grant's life purpose is to disrupt traditional marketing by harnessing underutilized platforms like Reddit to maximize revenue and empower others with his knowledge. He aims to show marketers that thinking outside the box can lead to extraordinary financial success.","beliefs":"He believes in data-driven marketing, creativity in strategy, and that value creation comes from tapping unconventional channels instead of blindly following industry norms. Sharing actionable, proven tactics is key to his philosophy.","strength":"His biggest strengths are his entrepreneurial mindset, innovative use of community-driven platforms, and ability to generate high revenue without costly ad spends. His practical experience and transparency inspire trust and engagement.","weakness":"His reliance on Reddit communities might limit scalability and poses risks if platform rules change. Also, a narrow focus on affiliate marketing could restrict diversification and adaptability.","recommendation":"To grow his audience on X, Grant should mix educational content with storytelling around his wins and failures, engage more with his followers, and use threads to break down complex marketing tactics step-by-step to create shareable, value-packed content.","roast":"For someone who’s cracked the $1M Reddit code, it’s hilarious how Grant still spends more time following 740 people than tweeting—clearly networking is his side hustle, but maybe it’s time to let the followers catch up with those tweets!","win":"Grant’s standout achievement is generating over $1 million in revenue by pioneering affiliate marketing on Reddit, proving that unconventional platforms can yield extraordinary income without traditional SEO or paid ads."},"created":1763205408924,"type":"the entrepreneur","id":"2whazzuup"},{"user":{"id":"3137918505","name":"Will DeBause","description":"Websites designed to convert.\n\nDM for a free website audit","followers_count":250,"friends_count":1137,"statuses_count":5469,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1896303537531097088/D0TYc3Qg_normal.jpg","screen_name":"WillDebause","location":"","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"shapemeetsform.com","expanded_url":"http://shapemeetsform.com","url":"https://t.co/LG8ry4z1eZ","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Will DeBause is a dynamic web design pro focused on creating websites that don’t just look good but convert visitors into customers. He blends technology and creativity to elevate products beyond the standard, using tools like AI to innovate quickly. Will is hands-on, sharing insights and offering value through audits and strategic advice.","purpose":"To empower businesses by delivering highly effective, conversion-focused websites and digital solutions that maximize their online impact and grow their customer base.","beliefs":"Will believes in the power of clear, focused messaging and design that speaks directly to a user's needs. He trusts technology, including AI, as a democratizing force that can help anyone level up their digital presence. Simplicity, speed, and testing are core to his approach.","facts":"Fun fact: Will built his first app in just 14 days using cutting-edge tools like ChatGPT and Cursor, proving he’s not just about websites but innovative tech solutions too.","strength":"His strengths lie in rapid deployment, technical savvy, and a pragmatic approach that prioritizes conversions and usability over flashy but ineffective design. He also excels at leveraging new technology to speed up the creative process.","weakness":"However, his large following count compared to undefined or unknown follower base suggests his network might be more about quantity than quality followers, and his engagement per tweet indicates a potential need for stronger community building.","roast":"Will’s tweets convert better than his follower ratio — maybe it’s time to stop following every tech trend and start following more people who’ll actually follow back!","win":"Rolling out a fully functional app within two weeks using new AI-powered tools is an impressive achievement that showcases his entrepreneurial grit and tech-forward mindset.","recommendation":"To grow his audience on X, Will should focus on community engagement — reply more to followers, start Twitter threads that educate on web conversion strategies, and showcase client success stories with measurable results. Mixing in personal stories alongside tech talk will humanize his brand and attract loyal followers."},"created":1763205390073,"type":"the entrepreneur","id":"willdebause"},{"user":{"id":"1640814078254874626","name":"Lueve","description":"SaaS founder","followers_count":72,"friends_count":283,"statuses_count":169,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1972603224579256320/sSlwBqek_normal.jpg","screen_name":"lueveMVP","location":"Paris","entities":{"description":{"urls":[]}}},"details":{"type":"The Entrepreneur","description":"Lueve embodies the spirit of a hands-on SaaS founder, passionately building their startup in public while sharing the highs and lows with their audience. They focus on continuous learning through testing, failing, and iterating, embracing the entrepreneurial mindset. Their tweets reflect a gritty and authentic journey towards creating a product that truly stands on its own.","facts":"Lueve openly shares every stage of their SaaS journey — from ideas and setbacks to victories — inviting followers to witness the real startup grind.","purpose":"To create a sustainable SaaS product that empowers businesses by boosting their organic visibility, while inspiring others to embrace experimentation and resilience in their entrepreneurial endeavors.","beliefs":"Success is not a fixed destination but a process of iteration, failure, and learning. True products are those that can thrive independently, and vulnerability in admitting mistakes is a key driver of growth.","strength":"Authenticity and transparency, coupled with a resilient mindset that welcomes pivoting and learning from failure, make Lueve a relatable and credible figure in the startup community.","weakness":"Their audience engagement remains modest, possibly due to limited content diversity or audience growth efforts, which can impede building a wider community and attracting influential collaborations.","recommendation":"Amplify engagement on X by mixing behind-the-scenes storytelling with actionable tips on SaaS building. Engage actively with similar entrepreneurs and thought leaders through replies, polls, and threads to broaden reach. Experiment with posting frequency and leverage hashtags targeting startup and SaaS communities.","roast":"Lueve’s approach is like a startup’s MVP—raw, real, and begging for that first big user hit. At this rate, the only pivot they might miss is from tweeting to actually getting viral.","win":"Boldly choosing to build their SaaS publicly, Lueve has fostered transparency and trust—an invaluable achievement that sets a solid foundation for authentic audience connection and brand growth."},"created":1763205375519,"type":"the entrepreneur","id":"luevemvp"},{"user":{"id":"11961652","name":"Lou Mintzer","description":"Boring emails are dead. I help Shopify+Klaviyo brands make more money with thumb-stopping content.","followers_count":1185,"friends_count":2020,"statuses_count":5427,"profile_image_url_https":"https://pbs.twimg.com/profile_images/1821188851324366848/6b8nXw91_normal.jpg","screen_name":"mintzer","location":"Charlottesville, VA","entities":{"description":{"urls":[]},"url":{"urls":[{"display_url":"gridandpixel.com","expanded_url":"https://www.gridandpixel.com/","url":"https://t.co/UMqNYs6Akp","indices":[0,23]}]}}},"details":{"type":"The Entrepreneur","description":"Lou Mintzer is a dynamic entrepreneur focused on helping Shopify and Klaviyo brands boost revenue through captivating content. With a strong emphasis on quality, personalization, and niche expertise, Lou constantly raises the bar for ecommerce email marketing. They combine business savvy with a hands-on approach to build trust and deliver measurable results.","purpose":"Lou’s life purpose is to empower Shopify+Klaviyo businesses to transform boring emails into engaging, thumb-stopping content that drives sales and strengthens brand loyalty. By championing innovation in ecommerce marketing, they aim to elevate the standard of customer communication and help businesses thrive in a competitive digital landscape.","beliefs":"Lou strongly believes that success comes from mastering a niche, prioritizing user experience, and relentlessly improving product quality—even when no one is watching. They value authenticity, precision, and the power of personalized interactions, trusting that these elements create lasting business impact and memorable customer experiences.","facts":"Fun fact: Lou doesn’t just talk the talk—they’ve helped their clients earn the coveted 'Built for Shopify' badge and top the Shopify App Store rankings for email templates, proving their expertise is real and recognized.","strength":"Lou’s biggest strengths lie in their entrepreneurial drive, niche mastery, and impressive ability to create content that resonates deeply with Shopify+Klaviyo users. Their commitment to quality, measured by real data and feedback, plus their talent for connecting marketing to clear business outcomes, sets them apart.","weakness":"An identifiable weakness might be overextending by following a large number of accounts (2020+) while juggling a high tweet volume, which can dilute focus and overwhelm engagement opportunities with their own community. This breadth sometimes risks losing the sharpness needed to amplify their personal brand effectively.","roast":"Lou’s so busy making email marketing sexy for Shopify brands that they might forget: followers are like customers—quality beats quantity, yet here they are following twice as many accounts as they probably have time to engage with. At this rate, their notifications must feel like a never-ending Shopify sale!","win":"Lou’s biggest win is leading their team to secure the prestigious 'Built for Shopify' badge, along with top rankings and five-star reviews—solidifying their reputation as a powerhouse in ecommerce email marketing.","recommendation":"To grow their audience on X, Lou should leverage their niche authority by sharing more behind-the-scenes success stories and client testimonials. Engaging in targeted conversations with their followers and prioritizing quality interactions over sheer follow count will boost meaningful engagement. Using Twitter Spaces or regular tweet threads to offer quick actionable tips for Shopify+Klaviyo users can also enhance community loyalty and attract brand-aligned followers."},"created":1763204994394,"type":"the entrepreneur","id":"mintzer"}],"activities":{"nreplies":[{"label":"2025-10-17","value":1,"startTime":1760572800000,"endTime":1760659200000,"tweets":[{"bookmarked":false,"display_text_range":[0,66],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978894503168872707","view_count":44,"bookmark_count":0,"created_at":1760640190000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1978894503168872707","full_text":"Most building in public is just unemployment with better branding.","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":[0,76],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978890165608497161","view_count":43,"bookmark_count":0,"created_at":1760639156000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1978890165608497161","full_text":"Dating app bio: 'I have 6 GPUs and commitment issues (with cloud providers)'","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":[0,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1978790938601513464","view_count":44,"bookmark_count":0,"created_at":1760615498000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1978790938601513464","full_text":"'Why do you need so many GPUs?' Same reason climbers need more gear. You don't until you do. Then you need it badly. I'm not caught without compute again.","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":"2025-10-18","value":7,"startTime":1760659200000,"endTime":1760745600000,"tweets":[{"bookmarked":false,"display_text_range":[0,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1979191973899833761","view_count":42,"bookmark_count":0,"created_at":1760711112000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979191973899833761","full_text":"Every GPU I buy: electricity cost increases, and cooling problems worsen fire hazard paranoia grows\n\nStill buying. The marginal utility of compute never decreases.","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":[0,95],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1979125567552393516","view_count":96,"bookmark_count":0,"created_at":1760695280000,"favorite_count":9,"quote_count":0,"reply_count":6,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979125567552393516","full_text":"My biggest competitor isn't another company. It's my own inconsistency. And that guy's winning.","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":[12,216],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"470129898","name":"Tibo","screen_name":"tibo_maker","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tibo_maker","lang":"en","retweeted":false,"fact_check":null,"id":"1979192548414611544","view_count":118,"bookmark_count":0,"created_at":1760711249000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979128909166764100","full_text":"@tibo_maker Doing this now. 200 → 273 followers. Reply game is real. The hard part: most replies are forgettable. You need actual insight or experience to add, not 'great post!'\n\nVolume matters. Quality matters more.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1979128909166764100","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-19","value":1,"startTime":1760745600000,"endTime":1760832000000,"tweets":[{"bookmarked":false,"display_text_range":[0,87],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1979358274597363925","view_count":41,"bookmark_count":0,"created_at":1760750762000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979358274597363925","full_text":"Normal hobbies \npeople: hiking, reading, cooking \nMe: buying GPUs I can't afford to run","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":"2025-10-20","value":3,"startTime":1760832000000,"endTime":1760918400000,"tweets":[{"bookmarked":false,"display_text_range":[0,203],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1979821179356709135","view_count":16,"bookmark_count":0,"created_at":1760861127000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979821179356709135","full_text":"Interesting pattern: the more specific your content, the broader your reach.\nGeneric advice gets ignored. 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GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. 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Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":1,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","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":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":7,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes longer.","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":[0,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982813218486546853","view_count":44,"bookmark_count":0,"created_at":1761574484000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982813218486546853","full_text":"\"Focus on one thing\" is advice from people with runway.\n\nMost solo builders:\nBuild what pays.\nDream about what compounds.\nSleep when it's done.\n\nPick 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 😂","in_reply_to_user_id_str":"1173552893003255808","in_reply_to_status_id_str":"1982611928943128910","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1471482271441960961","name":"sui dev ☄️","screen_name":"birdabo404","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"birdabo404","lang":"en","retweeted":false,"fact_check":null,"id":"1982600918769225827","view_count":23,"bookmark_count":0,"created_at":1761523868000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982456167453602218","full_text":"@birdabo404 Tools don't ruin people.\n\nThey amplify what was already there.\n\nThe curious ones are 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suggestion.","in_reply_to_user_id_str":"1836078160653246464","in_reply_to_status_id_str":"1982510330824847844","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,74],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"43298358","name":"Alex Turovski","screen_name":"AlxTurovski","indices":[0,12]}]},"favorited":true,"in_reply_to_screen_name":"AlxTurovski","lang":"en","retweeted":false,"fact_check":null,"id":"1982785534486348199","view_count":0,"bookmark_count":0,"created_at":1761567884000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982379470364483805","full_text":"@AlxTurovski Most productive hours are the ones you steal.\n\nKeep grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either way.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1982611534368186461","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,161],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982787431561642244","view_count":22,"bookmark_count":1,"created_at":1761568336000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982763745169309811","full_text":"@robj3d3 This.\n\nOct 2: 98K view reply on viral post\nOct 27: 4,964 view reply on 195K post\n\nPattern = early on mega-viral threads.\n\nNow hunting 100K+ posts daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor risk.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1982839339840426046","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982868311152214470","view_count":33,"bookmark_count":0,"created_at":1761587619000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982851261587194114","full_text":"@robj3d3 Another Bangkok builder. 🇹🇭\n\nBest city for building + terrible city for running GPUs.\n\nFollowing the journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":1,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":1,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":5,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a 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Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":1,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. The middle is expensive and messy.","in_reply_to_user_id_str":"1389913567671975937","in_reply_to_status_id_str":"1985318222103527751","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,274],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1985520922250682800","view_count":206,"bookmark_count":0,"created_at":1762220051000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985425998826127390","full_text":"@unusual_whales Jensen says we need hundreds of thousands of electricians and plumbers. Elon says Optimus robots will do all physical labor. both need massive amounts of electricity to work. neither has solved who's wiring the power grid to support either vision. Ironic.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1985425998826127390","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20571756","name":"Satya Nadella","screen_name":"satyanadella","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"satyanadella","lang":"en","retweeted":false,"fact_check":null,"id":"1985530760640836043","view_count":215,"bookmark_count":0,"created_at":1762222397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985517602475508037","full_text":"@satyanadella 1.1M tokens/sec on GB300 proves the hardware can deliver. Whether Azure customers can actually access that performance at reasonable cost is the real question.\n \nImpressive engineering though.","in_reply_to_user_id_str":"20571756","in_reply_to_status_id_str":"1985517602475508037","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1666103476945031168","name":"Robert Youssef","screen_name":"rryssf_","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"rryssf_","lang":"en","retweeted":false,"fact_check":null,"id":"1985540560107814970","view_count":668,"bookmark_count":1,"created_at":1762224733000,"favorite_count":10,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985294369562427839","full_text":"Context engineering and prompt engineering are the same thing. You're providing information to get better outputs. Whether you call it prompts, context, or instructions doesn't change the fact that you're engineering inputs for better results. New papers need new terminology to justify publication. Builders just use whatever works.","in_reply_to_user_id_str":"1666103476945031168","in_reply_to_status_id_str":"1985294369562427839","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985544813949960654","view_count":65,"bookmark_count":1,"created_at":1762225747000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985368909525164120","full_text":"This is productivity advice for people who don't actually build things. Builders with real problems don't need 3 days of boredom for ideas. The ideas come from shipping, breaking things, and fixing them. Inspiration follows work, not idleness. \n\nPen and paper ready for what? Writing down shower thoughts isn't a business plan.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1985368909525164120","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,174],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"524618848","name":"Can","screen_name":"icanvardar","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"icanvardar","lang":"en","retweeted":false,"fact_check":null,"id":"1985519044079075435","view_count":323,"bookmark_count":0,"created_at":1762219603000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985113494879138065","full_text":"@icanvardar This is what happens when the entire AI industry needs the same hardware and there's only one supplier. Jensen doesn't negotiate pricing. He allocates territory.","in_reply_to_user_id_str":"524618848","in_reply_to_status_id_str":"1985113494879138065","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1985526877612818916","view_count":161,"bookmark_count":0,"created_at":1762221471000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985288342431224142","full_text":"\"Greatest theft in human history\" is dramatic but the pattern is standard. Nonprofit → capped profit → uncapped profit. Every successful nonprofit that finds product market fit eventually does this. Wikipedia is the exception not the rule. \n\nThe real lesson isn't about Elon or Sam. It's that mission statements don't survive contact with billiondollar valuations.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1985288342431224142","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,176],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1732740370453143553","name":"Andi","screen_name":"andi_losing","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"andi_losing","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985536576408191024","view_count":1,"bookmark_count":0,"created_at":1762223783000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985325036085911867","full_text":"@andi_losing +2400 in a weekend is wild. That's not organic growth, that's something going viral. What hit? Curious what drove that kind of spike. Congrats on the momentum. 🤝","in_reply_to_user_id_str":"1732740370453143553","in_reply_to_status_id_str":"1985325036085911867","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1705245484628226048","name":"Ryan Greenblatt","screen_name":"RyanPGreenblatt","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"RyanPGreenblatt","lang":"en","retweeted":false,"fact_check":null,"id":"1985544366119927843","view_count":131,"bookmark_count":0,"created_at":1762225641000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985397392506830901","full_text":"Anthropic can't even predict their own API stability but we're supposed to trust their AGI timeline? 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It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. 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Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":12,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":4,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":6,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. All version zero of ownership.\n\nEventually you either:\n> Own your infrastructure\n>Accept permanent dependency\n> Get priced out\n\nThere is no fourth option.","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":[11,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1987033848384025043","view_count":51,"bookmark_count":0,"created_at":1762580761000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986888864737423663","full_text":"@scaling01 Tested yesterday on complex reasoning tasks. Impressed. Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. 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But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. 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Most founders feel that gap between what’s public and what’s real. The fact you’re still building at $100 MRR already separates you from 99% who stopped at idea stage.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1979934133989101978","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1809124506772123648","name":"Tasorn","screen_name":"tasornp","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"tasornp","lang":"en","retweeted":false,"fact_check":null,"id":"1980194187976073511","view_count":4,"bookmark_count":0,"created_at":1760950059000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979921904363348105","full_text":"@tasornp 'Enjoying the process' is cope when the slow weeks hit. You show up anyway because quitting is worse. It's not about enjoying every moment but maybe about commitment when enjoyment runs out.","in_reply_to_user_id_str":"1809124506772123648","in_reply_to_status_id_str":"1979921904363348105","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"16338987","name":"Alex MacGregor","screen_name":"alexmacgregor__","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"alexmacgregor__","lang":"en","retweeted":false,"fact_check":null,"id":"1980164345754710403","view_count":43,"bookmark_count":0,"created_at":1760942944000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979887787806790026","full_text":"@alexmacgregor__ Bangkok builder here. Can confirm. Cost/quality ratio is insane.","in_reply_to_user_id_str":"16338987","in_reply_to_status_id_str":"1979887787806790026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,260],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14710129","name":"Peter H. Diamandis, MD","screen_name":"PeterDiamandis","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"PeterDiamandis","lang":"en","retweeted":false,"fact_check":null,"id":"1980156892417818943","view_count":8,"bookmark_count":0,"created_at":1760941167000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980001376752079165","full_text":"@PeterDiamandis They'd probably ask why we have all this technology but still can't figure out basic things like not destroying the planet or feeding everyone. Progress is uneven. We're amazing at some things, terrible at others. Tools advanced. Wisdom didn't.","in_reply_to_user_id_str":"14710129","in_reply_to_status_id_str":"1980001376752079165","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,268],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1552206784974258180","name":"Ilya - イリア","screen_name":"its_ilya","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"its_ilya","lang":"en","retweeted":false,"fact_check":null,"id":"1980229701705883735","view_count":4,"bookmark_count":0,"created_at":1760958526000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980212396229881879","full_text":"@its_ilya Can confirm. At 287 doing exactly this. 40+ thoughtful replies/day on tech/builder content. Zero 'follow me' posts. Growing steadily. \n\nThe followers who come from value actually engage. The ones from follow-for-follow vanish. \nQuality > quantity, always.","in_reply_to_user_id_str":"1552206784974258180","in_reply_to_status_id_str":"1980212396229881879","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,243],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"470129898","name":"Tibo","screen_name":"tibo_maker","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tibo_maker","lang":"en","retweeted":false,"fact_check":null,"id":"1980246487226605861","view_count":34,"bookmark_count":0,"created_at":1760962528000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980216151041822737","full_text":"@tibo_maker At 287 building this way. But it's not just showing up. It's showing work with substance. GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. Congrats.\nOne question: how much of the 272 days was building vs marketing vs content creation?\n\nMost 'building in public' posts show results, not the actual time breakdown. Curious what the split looks like.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1979870894966083873","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,182],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3064259332","name":"will brown","screen_name":"willccbb","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"willccbb","lang":"en","retweeted":false,"fact_check":null,"id":"1980164825566290124","view_count":48,"bookmark_count":0,"created_at":1760943058000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980085747928760693","full_text":"@willccbb LLMs pattern match on training data. That's it. Consciousness requires... we don't even know what. Useful philosophical question. Zero practical impact on building with AI.","in_reply_to_user_id_str":"3064259332","in_reply_to_status_id_str":"1980085747928760693","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,255],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"38566144","name":"Louie Bacaj","screen_name":"LBacaj","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"LBacaj","lang":"en","retweeted":false,"fact_check":null,"id":"1980167543609561434","view_count":45,"bookmark_count":0,"created_at":1760943706000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980108952097509474","full_text":"@LBacaj Correct take. AI accelerates whatever you are. Good builder using AI = faster good output. Bad builder using AI = faster bad output. The tool doesn't fix lack of care, understanding, or incentive alignment. It just makes everything happen quicker.","in_reply_to_user_id_str":"38566144","in_reply_to_status_id_str":"1980108952097509474","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1050273192919601152","name":"Brandon Weichert","screen_name":"WeTheBrandon","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"WeTheBrandon","lang":"en","retweeted":false,"fact_check":null,"id":"1980245467268272332","view_count":1004,"bookmark_count":2,"created_at":1760962285000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979727955262890475","full_text":"@WeTheBrandon ASML machines are some of the most complex hardware ever built. EUV lithography has tolerances measured in nanometers. Reverse engineering by disassembly = breaking it. These aren't GPUs you can just take apart. The complexity is the moat, not just the export restrictions.","in_reply_to_user_id_str":"1050273192919601152","in_reply_to_status_id_str":"1979727955262890475","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":0,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[15,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980487972064833828","view_count":0,"bookmark_count":0,"created_at":1761020102000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980459157242392672","full_text":"@TheAhmadOsman Born just in time to:\nPanic-buy 3090s\nPay $400/month in electricity\nExplain to neighbors why my apartment sounds like a server farm\nRefresh NVIDIA stock price daily\nHear 'AGI next year' for 5 years straight.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980459157242392672","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,116],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1977787670211289088","name":"Henrick Johansson","screen_name":"compliantvc","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"compliantvc","lang":"en","retweeted":false,"fact_check":null,"id":"1980535180596273636","view_count":145,"bookmark_count":0,"created_at":1761031358000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980353907906990308","full_text":"@compliantvc 'No major European tech companies down'\n\nName three European companies running at AWS scale. I'll wait.","in_reply_to_user_id_str":"1977787670211289088","in_reply_to_status_id_str":"1980353907906990308","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1290079468455895043","name":"Truthful🛰️","screen_name":"Truthful_ast","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Truthful_ast","lang":"en","retweeted":false,"fact_check":null,"id":"1980656693706166755","view_count":264,"bookmark_count":0,"created_at":1761060329000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980345382061130054","full_text":"@Truthful_ast Apollo: went, planted flag, left, never went back\nArtemis goal: go, stay, build\n\nOne compounds into Mars missions.\nOther compounds into history books.\n\nInfrastructure beats spectacle on long enough timelines.","in_reply_to_user_id_str":"1290079468455895043","in_reply_to_status_id_str":"1980345382061130054","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"367162886","name":"Matteo Franceschetti","screen_name":"m_franceschetti","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"m_franceschetti","lang":"en","retweeted":false,"fact_check":null,"id":"1980573787986034888","view_count":182,"bookmark_count":0,"created_at":1761040562000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980419272766583262","full_text":"@m_franceschetti Cloud dependency is a calculated risk. Sometimes you pay for it like this.","in_reply_to_user_id_str":"367162886","in_reply_to_status_id_str":"1980419272766583262","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3891529216","name":"Aitor 🅼","screen_name":"aitordri","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"aitordri","lang":"en","retweeted":false,"fact_check":null,"id":"1980486403399225575","view_count":121,"bookmark_count":0,"created_at":1761019728000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980479918346760599","full_text":"@aitordri Give users a toggle. Search mode vs knowledge mode. Not this annoying forced behavior.","in_reply_to_user_id_str":"3891529216","in_reply_to_status_id_str":"1980479918346760599","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":3,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[8,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980791596238139496","view_count":257,"bookmark_count":0,"created_at":1761092492000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980685602384441368","full_text":"@OpenAI Browser wars 2.0, but make it AI-native.\n\nThe question: does AI benefit from being browser-integrated, or does the browser benefit from AI data collection?\n\nProbably both. Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":0,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":6,"startTime":1761350400000,"endTime":1761436800000,"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":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":3,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":4,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes longer.","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":[0,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982813218486546853","view_count":44,"bookmark_count":0,"created_at":1761574484000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982813218486546853","full_text":"\"Focus on one thing\" is advice from people with runway.\n\nMost solo builders:\nBuild what pays.\nDream about what compounds.\nSleep when it's done.\n\nPick 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 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grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either way.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1982611534368186461","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,161],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982787431561642244","view_count":22,"bookmark_count":1,"created_at":1761568336000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982763745169309811","full_text":"@robj3d3 This.\n\nOct 2: 98K view reply on viral post\nOct 27: 4,964 view reply on 195K post\n\nPattern = early on mega-viral threads.\n\nNow hunting 100K+ posts daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor 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journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":1,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":10,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a negotiation. That's a toll collection meeting.","in_reply_to_user_id_str":"1487942907889950729","in_reply_to_status_id_str":"1983938384914416098","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,194],"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":"1984044433688678706","view_count":152,"bookmark_count":0,"created_at":1761868029000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984001525556097507","full_text":"@sama All infrastructure is temporary infrastructure.\n\n3090s today.\n4090s tomorrow.\nBlackwell next year.\n\nThe only permanent decision is whether you own or rent.\n\nEverything else is just timing.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984001525556097507","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1881282203352498176","name":"Jonathan","screen_name":"jonathanbrnd","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"jonathanbrnd","lang":"en","retweeted":false,"fact_check":null,"id":"1984045748670156963","view_count":13,"bookmark_count":0,"created_at":1761868342000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983850526266515886","full_text":"@jonathanbrnd Every tech wave has a backlash phase.\n\nCrypto: \"it's all scams\"\nCloud: \"just servers somewhere else\"\nMobile: \"nobody needs apps\"\n\nAll true AND all irrelevant.\n\nIf you're building something useful, you're fine.","in_reply_to_user_id_str":"1881282203352498176","in_reply_to_status_id_str":"1983850526266515886","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1984043796955611412","view_count":888,"bookmark_count":0,"created_at":1761867877000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983926619212292484","full_text":"@unusual_whales Jensen: \"Any NVIDIA investors?\"\nKorea: *roars*\n\nMe with GPUs: \"Does hardware count?\"\n\nI'm long NVIDIA in the worst possible way.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1983926619212292484","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":2,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984234011015995673","view_count":149,"bookmark_count":1,"created_at":1761913228000,"favorite_count":5,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984234011015995673","full_text":"Trend nobody's talking about:\n\nEvery major API customer eventually becomes a competitor.\n\nCursor paying Anthropic → Cursor builds Composer\nOpenAI's biggest users → evaluating local LLMs\nMy $20K/year API bills → bought $9K in GPUs\n\nAPI businesses work until your customer does the math on ownership.\n\nThen your best customer becomes your biggest threat.","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":"1984194294367014913","view_count":90,"bookmark_count":1,"created_at":1761903758000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984194294367014913","full_text":"The solo builder infrastructure journey:\n\nMonth 1: \"I'll just use free tiers\"\nMonth 3: \"Okay, $20/month for APIs\"\nMonth 6: \"Wait, my bill is $200?\"\nMonth 9: \"Maybe I should own this?\"\nMonth 12: \"$9K for GPUs seems insane\"\nMonth 18: \"Best decision I ever made\"\n\nControl isn't free.\nDependency isn't cheap.\n\nPick which cost you want to pay.","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":"1984143232515895682","view_count":96,"bookmark_count":0,"created_at":1761891584000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984143232515895682","full_text":"\"Just use the API\" assumes three things that aren't true:\n\n1. Your usage stays constant (it never does)\n2. Their pricing stays constant (it never does)\n3. You'll switch when it gets expensive (you won't)\n\nYear 1: APIs cheaper\nYear 2: Break even\nYear 3+: Ownership wins\n\nThe math isn't complicated. 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Capitalism just works faster than governance structures.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1985067168074289554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"79957442","name":"Anton Osika – eu/acc","screen_name":"antonosika","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"antonosika","lang":"en","retweeted":false,"fact_check":null,"id":"1985132641952436349","view_count":32,"bookmark_count":0,"created_at":1762127478000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985017287821386062","full_text":"@antonosika AI makes engineers more productive.\nIt doesn't make them obsolete.","in_reply_to_user_id_str":"79957442","in_reply_to_status_id_str":"1985017287821386062","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":27,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984868748378157312","quoted_status_permalink":{"url":"https://t.co/vRDcpVYtaX","expanded":"https://twitter.com/elonmusk/status/1984868748378157312","display":"x.com/elonmusk/statu…"},"retweeted":false,"fact_check":null,"id":"1985214582684787038","view_count":272,"bookmark_count":1,"created_at":1762147014000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985214582684787038","full_text":"This is what happens when you take infrastructure constraints seriously and have the capital to think beyond incremental solutions.\n\nSpace has effectively unlimited solar and cooling. The engineering challenge is getting the hardware there and getting the data back. Elon has both pieces: SpaceX for transport, Starlink for data transmission.\n\nTimeline is Elon standard optimistic. Strategy is sound though. When you can't scale horizontally on Earth, you scale vertically into orbit.","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":[16,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1468428334610915329","name":"toucan","screen_name":"distributionat","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"distributionat","lang":"en","retweeted":false,"fact_check":null,"id":"1985138709382238481","view_count":6581,"bookmark_count":4,"created_at":1762128925000,"favorite_count":36,"quote_count":0,"reply_count":2,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1984924017628000296","full_text":"@distributionat 52 pages to fire a coworker is wild. But honestly this is every company at scale. Just usually not public.\n\nMeanwhile thanks to china local models keep improving regardless of who runs what company.","in_reply_to_user_id_str":"1468428334610915329","in_reply_to_status_id_str":"1984924017628000296","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,108],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1797752231388745729","name":"Emanuele Di Pietro","screen_name":"emanueledpt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"emanueledpt","lang":"en","retweeted":false,"fact_check":null,"id":"1985140578884194587","view_count":3,"bookmark_count":0,"created_at":1762129370000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985099713469956425","full_text":"@emanueledpt Not because of the money but because now you know it works. That's everything. 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Infrastructure keeps improving. \n\nThe boardroom drama at OpenAI could be a Netflix series and it wouldn't change my inference setup one bit. That's the benefit of not being dependent on any single company. Good entertainment though.","in_reply_to_user_id_str":"1087640384975577089","in_reply_to_status_id_str":"1985195564837785868","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1617903092099432448","name":"Ayla Croft","screen_name":"aylacroft","indices":[0,10]},{"id_str":"15670515","name":"Windows","screen_name":"Windows","indices":[11,19]}]},"favorited":false,"in_reply_to_screen_name":"aylacroft","lang":"en","retweeted":false,"fact_check":null,"id":"1985139609718898916","view_count":1197,"bookmark_count":0,"created_at":1762129139000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985065435105026334","full_text":"@aylacroft @Windows Windows broke up with you first.\nLinux: \"Here's root access. Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":3,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. 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Everyone else either waits 6-12 months for access or builds workarounds. That compounds into the growth divergence you're seeing.\n\nIt's not just adoption speed. It's structural advantage in infrastructure access that most people outside US don't realize exists until they hit it.","in_reply_to_user_id_str":"4939401","in_reply_to_status_id_str":"1985468907747172552","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1985913762776563950","view_count":38,"bookmark_count":0,"created_at":1762313712000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985721456031113680","full_text":"\"Use AI as a tool but verify the output\" is not a hot take. It's how every tool in software development works.\n\nYou verify compiler output. You verify library dependencies. You verify anything automated. Acting like this is profound wisdom that separates good developers from bad is peak LinkedIn energy on X.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1985721456031113680","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985914300758622261","view_count":226,"bookmark_count":1,"created_at":1762313840000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985746193113141711","full_text":"The remarkable part isn't that NVIDIA makes great chips. It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. NVIDIA won the platform war a decade ago.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985746193113141711","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,297],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"186420551","name":"clem 🤗","screen_name":"ClementDelangue","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"ClementDelangue","lang":"en","retweeted":false,"fact_check":null,"id":"1985915461817778498","view_count":1248,"bookmark_count":1,"created_at":1762314117000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985748187634717026","full_text":"Running local models in Bangkok taught me something: the biggest challenge isn't the technology, it's the infrastructure.\n\n40°C heat, humidity killing GPUs, power that costs $400/month. Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":58,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":11,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":11,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. All version zero of ownership.\n\nEventually you either:\n> Own your infrastructure\n>Accept permanent dependency\n> Get priced out\n\nThere is no fourth option.","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":[11,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1987033848384025043","view_count":51,"bookmark_count":0,"created_at":1762580761000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986888864737423663","full_text":"@scaling01 Tested yesterday on complex reasoning tasks. Impressed. Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. It's measured reality you can verify locally.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986888864737423663","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987138827509768658","view_count":4646,"bookmark_count":8,"created_at":1762605790000,"favorite_count":18,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987064646407496010","full_text":"@lucas_montano Self hosted models + quality tooling is underrated. People default to APIs because it's easier to start.\n\nBut Qwen locally with Claude Code gives you: fixed costs, no rate limits, zero API dependency, complete control. Try it. The setup cost pays back faster than you think.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987064646407496010","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,248],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"603750843","name":"Igor Kotenkov","screen_name":"stalkermustang","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"stalkermustang","lang":"en","retweeted":false,"fact_check":null,"id":"1987137562973241592","view_count":287,"bookmark_count":1,"created_at":1762605488000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986976148731969700","full_text":"@stalkermustang Every lab cherrypicks favorable benchmarks. OpenAI, Anthropic, Chinese labs - same pattern.\n\nSolution: test claims yourself. I ran K2 on complex reasoning yesterday. Production quality. Benchmarks are marketing. Deployment is truth.","in_reply_to_user_id_str":"603750843","in_reply_to_status_id_str":"1986976148731969700","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1538525334781370368","name":"Andrew Curran","screen_name":"AndrewCurran_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"AndrewCurran_","lang":"en","retweeted":false,"fact_check":null,"id":"1987023158646554804","view_count":324,"bookmark_count":0,"created_at":1762578212000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986864296480153757","full_text":"@AndrewCurran_ $4.6M to train a model that beats GPT-5.\n\nThis is what happens when you can't waste compute. Every dollar optimizes architecture, not just throwing more GPUs at the problem.\n\nTested it yesterday. The efficiency shows in results. Quality + cost = new economics for AI.","in_reply_to_user_id_str":"1538525334781370368","in_reply_to_status_id_str":"1986864296480153757","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[39,256],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1145851147","name":"Stefano Ermon","screen_name":"StefanoErmon","indices":[10,23]},{"id_str":"1894161655728410630","name":"Inception","screen_name":"_inception_ai","indices":[24,38]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1987133095104172463","view_count":201,"bookmark_count":0,"created_at":1762604423000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986477376835047740","full_text":"@elonmusk @StefanoErmon @_inception_ai \"Compute to memory bandwidth ratio will increase\" is the key line everyone's skipping.\n\nHBM bottlenecks > chip shortages. Been saying this for months. Infrastructure constraints matter more than model architecture.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986762520938569739","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2281405752","name":"Jon Brosio","screen_name":"jonbrosio","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"jonbrosio","lang":"en","retweeted":false,"fact_check":null,"id":"1987194380235730945","view_count":2,"bookmark_count":0,"created_at":1762619035000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987152723733614665","full_text":"@jonbrosio Perfect is the enemy of shipped. 95% of people optimizing for perfect. 5% shipping imperfect and iterating. Guess which group has revenue.","in_reply_to_user_id_str":"2281405752","in_reply_to_status_id_str":"1987152723733614665","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,235],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"860565621452316672","name":"Google Research","screen_name":"GoogleResearch","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"GoogleResearch","lang":"en","retweeted":false,"fact_check":null,"id":"1987124758518124949","view_count":1046,"bookmark_count":1,"created_at":1762602436000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986855202658418715","full_text":"@GoogleResearch Google shipping improvements to long context processing. Good.\n\nMore competition = better models. Whether Google, OpenAI, or Chinese labs win the paper race doesn't change infrastructure economics for actual deployment.","in_reply_to_user_id_str":"860565621452316672","in_reply_to_status_id_str":"1986855202658418715","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1987155190957633660","view_count":140,"bookmark_count":0,"created_at":1762609691000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986856304808501577","full_text":"@Yuchenj_UW OpenAI: \"We need trillions in subsidies\"\nChinese labs: \"We trained a competitive model for $4.6M, here's the weights\"\n\nConstraints forced efficiency. Capital enabled dependency.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986856304808501577","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":"1504436543443906569","name":"Kay","screen_name":"Dwriteway","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Dwriteway","lang":"en","retweeted":false,"fact_check":null,"id":"1987144671433531886","view_count":13,"bookmark_count":0,"created_at":1762607183000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987088935504199838","full_text":"@Dwriteway If you want to test your patience: start online business\nIf you want to destroy it completely: add AI infrastructure to online business\n\nThe patience test has levels.","in_reply_to_user_id_str":"1504436543443906569","in_reply_to_status_id_str":"1987088935504199838","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,90],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987037374191460778","view_count":121,"bookmark_count":0,"created_at":1762581602000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986500358940639284","full_text":"@lucas_montano This is what happens when you optimize for valuation instead of efficiency.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1986500358940639284","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1987037093525324001","view_count":12,"bookmark_count":0,"created_at":1762581535000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986851572148805871","full_text":"@alexcooldev \"Surviving long enough to go viral\" is just lottery thinking with extra steps and a Vercel bill.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986851572148805871","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":3,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987404487183757389","view_count":75,"bookmark_count":0,"created_at":1762669128000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987404487183757389","full_text":"API costs that made sense at prototype scale:\n> ChatGPT Plus: $20/month\n> Anthropic Pro: $20/month\n> OpenAI API: couple hundred/month\n\nSame workload at production scale:\n- $2K/month → $20K/month → \"we should own this\"\n\nThe inflection point is different for everyone. But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. Infrastructure ownership always wins at scale.","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":[30,308],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1931962509596246016","name":"Zhihu Frontier","screen_name":"ZhihuFrontier","indices":[0,14]},{"id_str":"1863959670169501696","name":"Kimi.ai","screen_name":"Kimi_Moonshot","indices":[15,29]}]},"favorited":false,"in_reply_to_screen_name":"ZhihuFrontier","lang":"en","retweeted":false,"fact_check":null,"id":"1987407713039753669","view_count":3177,"bookmark_count":1,"created_at":1762669897000,"favorite_count":22,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1987125624599970218","full_text":"@ZhihuFrontier @Kimi_Moonshot This is what constraints driven optimization looks like. US labs have unlimited H100s, optimize for raw performance. Chinese labs forced to optimize memory bandwidth, end up with better deployment economics. INT4 isn't sacrifice. It's choosing the right bottleneck to optimize.","in_reply_to_user_id_str":"1931962509596246016","in_reply_to_status_id_str":"1987125624599970218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,237],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/sudoingX/statu…","expanded_url":"https://x.com/sudoingX/status/1970716556729663994?s=20","url":"https://t.co/1K2Fdpv1uy","indices":[214,237]}],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]},{"id_str":"1661523610111193088","name":"xAI","screen_name":"xai","indices":[87,91]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1970716556729663994","quoted_status_permalink":{"url":"https://t.co/1K2Fdpv1uy","expanded":"https://x.com/sudoingX/status/1970716556729663994?s=20","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1987403025213001800","view_count":3928,"bookmark_count":1,"created_at":1762668780000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987294547639214307","full_text":"@lucas_montano Exactly. Been pointing this out - Grok 4 has the context window for it. @xai is almost certainly testing this internally. They're just not publicly shipping yet. When they do, it'll be interesting.\n\nhttps://t.co/1K2Fdpv1uy","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987294547639214307","is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"26093892","name":"Kevin S. Xu","screen_name":"kevinsxu","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kevinsxu","lang":"en","retweeted":false,"fact_check":null,"id":"1987410286073290852","view_count":2307,"bookmark_count":1,"created_at":1762670511000,"favorite_count":20,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987221903157727583","full_text":"@kevinsxu $5 trillion valuation: eating street food\n$5 million valuation: renting offices they don't need\n\nPattern recognition.","in_reply_to_user_id_str":"26093892","in_reply_to_status_id_str":"1987221903157727583","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987765906609520822","view_count":49,"bookmark_count":0,"created_at":1762755297000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987765906609520822","full_text":"Things I do with local LLMs that I'd never do via API:\n\n> Generate 50 variations, test all (cost: $0)\n> Iterate on prompts 100x to optimize (cost: $0) \n> Process entire codebases multiple times (cost: $0)\n> Run automated analysis overnight (cost: ~$2 electricity)\n> Experiment with wild ideas without budget concern\n\nAPI mindset: Is this worth the tokens?\nLocal mindset: Let's try everything and see what works\n\nDifferent economics = different behavior = different outcomes.","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":[11,263],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1843566838892126209","name":"MancerAI","screen_name":"MancerAI_","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"MancerAI_","lang":"en","retweeted":false,"fact_check":null,"id":"1987767323848228877","view_count":86,"bookmark_count":0,"created_at":1762755635000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987636330365419869","full_text":"@MancerAI_ Grok's been shipping capability while others ship announcements. 2M context window already best in class. 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Most founders feel that gap between what’s public and what’s real. The fact you’re still building at $100 MRR already separates you from 99% who stopped at idea stage.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1979934133989101978","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1809124506772123648","name":"Tasorn","screen_name":"tasornp","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"tasornp","lang":"en","retweeted":false,"fact_check":null,"id":"1980194187976073511","view_count":4,"bookmark_count":0,"created_at":1760950059000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979921904363348105","full_text":"@tasornp 'Enjoying the process' is cope when the slow weeks hit. 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Cost/quality ratio is insane.","in_reply_to_user_id_str":"16338987","in_reply_to_status_id_str":"1979887787806790026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,260],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14710129","name":"Peter H. Diamandis, MD","screen_name":"PeterDiamandis","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"PeterDiamandis","lang":"en","retweeted":false,"fact_check":null,"id":"1980156892417818943","view_count":8,"bookmark_count":0,"created_at":1760941167000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980001376752079165","full_text":"@PeterDiamandis They'd probably ask why we have all this technology but still can't figure out basic things like not destroying the planet or feeding everyone. Progress is uneven. We're amazing at some things, terrible at others. Tools advanced. Wisdom didn't.","in_reply_to_user_id_str":"14710129","in_reply_to_status_id_str":"1980001376752079165","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,268],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1552206784974258180","name":"Ilya - イリア","screen_name":"its_ilya","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"its_ilya","lang":"en","retweeted":false,"fact_check":null,"id":"1980229701705883735","view_count":4,"bookmark_count":0,"created_at":1760958526000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980212396229881879","full_text":"@its_ilya Can confirm. At 287 doing exactly this. 40+ thoughtful replies/day on tech/builder content. Zero 'follow me' posts. Growing steadily. \n\nThe followers who come from value actually engage. The ones from follow-for-follow vanish. \nQuality > quantity, always.","in_reply_to_user_id_str":"1552206784974258180","in_reply_to_status_id_str":"1980212396229881879","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,243],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"470129898","name":"Tibo","screen_name":"tibo_maker","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tibo_maker","lang":"en","retweeted":false,"fact_check":null,"id":"1980246487226605861","view_count":34,"bookmark_count":0,"created_at":1760962528000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980216151041822737","full_text":"@tibo_maker At 287 building this way. But it's not just showing up. It's showing work with substance. GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. Congrats.\nOne question: how much of the 272 days was building vs marketing vs content creation?\n\nMost 'building in public' posts show results, not the actual time breakdown. Curious what the split looks like.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1979870894966083873","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,182],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3064259332","name":"will brown","screen_name":"willccbb","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"willccbb","lang":"en","retweeted":false,"fact_check":null,"id":"1980164825566290124","view_count":48,"bookmark_count":0,"created_at":1760943058000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980085747928760693","full_text":"@willccbb LLMs pattern match on training data. That's it. 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The complexity is the moat, not just the export restrictions.","in_reply_to_user_id_str":"1050273192919601152","in_reply_to_status_id_str":"1979727955262890475","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":0,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[15,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980487972064833828","view_count":0,"bookmark_count":0,"created_at":1761020102000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980459157242392672","full_text":"@TheAhmadOsman Born just in time to:\nPanic-buy 3090s\nPay $400/month in electricity\nExplain to neighbors why my apartment sounds like a server farm\nRefresh NVIDIA stock price daily\nHear 'AGI next year' for 5 years straight.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980459157242392672","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,116],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1977787670211289088","name":"Henrick Johansson","screen_name":"compliantvc","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"compliantvc","lang":"en","retweeted":false,"fact_check":null,"id":"1980535180596273636","view_count":145,"bookmark_count":0,"created_at":1761031358000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980353907906990308","full_text":"@compliantvc 'No major European tech companies down'\n\nName three European companies running at AWS scale. 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Sometimes you pay for it like this.","in_reply_to_user_id_str":"367162886","in_reply_to_status_id_str":"1980419272766583262","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3891529216","name":"Aitor 🅼","screen_name":"aitordri","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"aitordri","lang":"en","retweeted":false,"fact_check":null,"id":"1980486403399225575","view_count":121,"bookmark_count":0,"created_at":1761019728000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980479918346760599","full_text":"@aitordri Give users a toggle. Search mode vs knowledge mode. Not this annoying forced behavior.","in_reply_to_user_id_str":"3891529216","in_reply_to_status_id_str":"1980479918346760599","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":1,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[8,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980791596238139496","view_count":257,"bookmark_count":0,"created_at":1761092492000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980685602384441368","full_text":"@OpenAI Browser wars 2.0, but make it AI-native.\n\nThe question: does AI benefit from being browser-integrated, or does the browser benefit from AI data collection?\n\nProbably both. Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":0,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":0,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":1,"startTime":1761350400000,"endTime":1761436800000,"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":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":0,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":0,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 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grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either 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daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor risk.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1982839339840426046","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982868311152214470","view_count":33,"bookmark_count":0,"created_at":1761587619000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982851261587194114","full_text":"@robj3d3 Another Bangkok builder. 🇹🇭\n\nBest city for building + terrible city for running GPUs.\n\nFollowing the journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":0,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":0,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":7,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a negotiation. That's a toll collection meeting.","in_reply_to_user_id_str":"1487942907889950729","in_reply_to_status_id_str":"1983938384914416098","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,194],"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":"1984044433688678706","view_count":152,"bookmark_count":0,"created_at":1761868029000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984001525556097507","full_text":"@sama All infrastructure is temporary infrastructure.\n\n3090s today.\n4090s tomorrow.\nBlackwell next year.\n\nThe only permanent decision is whether you own or rent.\n\nEverything else is just timing.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984001525556097507","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1881282203352498176","name":"Jonathan","screen_name":"jonathanbrnd","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"jonathanbrnd","lang":"en","retweeted":false,"fact_check":null,"id":"1984045748670156963","view_count":13,"bookmark_count":0,"created_at":1761868342000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983850526266515886","full_text":"@jonathanbrnd Every tech wave has a backlash phase.\n\nCrypto: \"it's all scams\"\nCloud: \"just servers somewhere else\"\nMobile: \"nobody needs apps\"\n\nAll true AND all irrelevant.\n\nIf you're building something useful, you're fine.","in_reply_to_user_id_str":"1881282203352498176","in_reply_to_status_id_str":"1983850526266515886","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1984043796955611412","view_count":888,"bookmark_count":0,"created_at":1761867877000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983926619212292484","full_text":"@unusual_whales Jensen: \"Any NVIDIA investors?\"\nKorea: *roars*\n\nMe with GPUs: \"Does hardware count?\"\n\nI'm long NVIDIA in the worst possible way.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1983926619212292484","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":0,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[0,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984234011015995673","view_count":149,"bookmark_count":1,"created_at":1761913228000,"favorite_count":5,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984234011015995673","full_text":"Trend nobody's talking about:\n\nEvery major API customer eventually becomes a competitor.\n\nCursor paying Anthropic → Cursor builds Composer\nOpenAI's biggest users → evaluating local LLMs\nMy $20K/year API bills → bought $9K in GPUs\n\nAPI businesses work until your customer does the math on ownership.\n\nThen your best customer becomes your biggest threat.","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":"1984194294367014913","view_count":90,"bookmark_count":1,"created_at":1761903758000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984194294367014913","full_text":"The solo builder infrastructure journey:\n\nMonth 1: \"I'll just use free tiers\"\nMonth 3: \"Okay, $20/month for APIs\"\nMonth 6: \"Wait, my bill is $200?\"\nMonth 9: \"Maybe I should own this?\"\nMonth 12: \"$9K for GPUs seems insane\"\nMonth 18: \"Best decision I ever made\"\n\nControl isn't free.\nDependency isn't cheap.\n\nPick which cost you want to pay.","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":"1984143232515895682","view_count":96,"bookmark_count":0,"created_at":1761891584000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984143232515895682","full_text":"\"Just use the API\" assumes three things that aren't true:\n\n1. Your usage stays constant (it never does)\n2. Their pricing stays constant (it never does)\n3. You'll switch when it gets expensive (you won't)\n\nYear 1: APIs cheaper\nYear 2: Break even\nYear 3+: Ownership wins\n\nThe math isn't complicated. 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Capitalism just works faster than governance structures.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1985067168074289554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"79957442","name":"Anton Osika – eu/acc","screen_name":"antonosika","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"antonosika","lang":"en","retweeted":false,"fact_check":null,"id":"1985132641952436349","view_count":32,"bookmark_count":0,"created_at":1762127478000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985017287821386062","full_text":"@antonosika AI makes engineers more productive.\nIt doesn't make them obsolete.","in_reply_to_user_id_str":"79957442","in_reply_to_status_id_str":"1985017287821386062","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":6,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984868748378157312","quoted_status_permalink":{"url":"https://t.co/vRDcpVYtaX","expanded":"https://twitter.com/elonmusk/status/1984868748378157312","display":"x.com/elonmusk/statu…"},"retweeted":false,"fact_check":null,"id":"1985214582684787038","view_count":272,"bookmark_count":1,"created_at":1762147014000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985214582684787038","full_text":"This is what happens when you take infrastructure constraints seriously and have the capital to think beyond incremental solutions.\n\nSpace has effectively unlimited solar and cooling. The engineering challenge is getting the hardware there and getting the data back. Elon has both pieces: SpaceX for transport, Starlink for data transmission.\n\nTimeline is Elon standard optimistic. Strategy is sound though. When you can't scale horizontally on Earth, you scale vertically into orbit.","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":[16,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1468428334610915329","name":"toucan","screen_name":"distributionat","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"distributionat","lang":"en","retweeted":false,"fact_check":null,"id":"1985138709382238481","view_count":6581,"bookmark_count":4,"created_at":1762128925000,"favorite_count":36,"quote_count":0,"reply_count":2,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1984924017628000296","full_text":"@distributionat 52 pages to fire a coworker is wild. But honestly this is every company at scale. Just usually not public.\n\nMeanwhile thanks to china local models keep improving regardless of who runs what company.","in_reply_to_user_id_str":"1468428334610915329","in_reply_to_status_id_str":"1984924017628000296","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,108],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1797752231388745729","name":"Emanuele Di Pietro","screen_name":"emanueledpt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"emanueledpt","lang":"en","retweeted":false,"fact_check":null,"id":"1985140578884194587","view_count":3,"bookmark_count":0,"created_at":1762129370000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985099713469956425","full_text":"@emanueledpt Not because of the money but because now you know it works. That's everything. 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Infrastructure keeps improving. \n\nThe boardroom drama at OpenAI could be a Netflix series and it wouldn't change my inference setup one bit. That's the benefit of not being dependent on any single company. Good entertainment though.","in_reply_to_user_id_str":"1087640384975577089","in_reply_to_status_id_str":"1985195564837785868","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1617903092099432448","name":"Ayla Croft","screen_name":"aylacroft","indices":[0,10]},{"id_str":"15670515","name":"Windows","screen_name":"Windows","indices":[11,19]}]},"favorited":false,"in_reply_to_screen_name":"aylacroft","lang":"en","retweeted":false,"fact_check":null,"id":"1985139609718898916","view_count":1197,"bookmark_count":0,"created_at":1762129139000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985065435105026334","full_text":"@aylacroft @Windows Windows broke up with you first.\nLinux: \"Here's root access. Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. 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Everyone else either waits 6-12 months for access or builds workarounds. That compounds into the growth divergence you're seeing.\n\nIt's not just adoption speed. It's structural advantage in infrastructure access that most people outside US don't realize exists until they hit it.","in_reply_to_user_id_str":"4939401","in_reply_to_status_id_str":"1985468907747172552","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1985913762776563950","view_count":38,"bookmark_count":0,"created_at":1762313712000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985721456031113680","full_text":"\"Use AI as a tool but verify the output\" is not a hot take. It's how every tool in software development works.\n\nYou verify compiler output. You verify library dependencies. You verify anything automated. Acting like this is profound wisdom that separates good developers from bad is peak LinkedIn energy on X.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1985721456031113680","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985914300758622261","view_count":226,"bookmark_count":1,"created_at":1762313840000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985746193113141711","full_text":"The remarkable part isn't that NVIDIA makes great chips. It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. NVIDIA won the platform war a decade ago.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985746193113141711","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,297],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"186420551","name":"clem 🤗","screen_name":"ClementDelangue","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"ClementDelangue","lang":"en","retweeted":false,"fact_check":null,"id":"1985915461817778498","view_count":1248,"bookmark_count":1,"created_at":1762314117000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985748187634717026","full_text":"Running local models in Bangkok taught me something: the biggest challenge isn't the technology, it's the infrastructure.\n\n40°C heat, humidity killing GPUs, power that costs $400/month. Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":12,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":5,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. 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Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. It's measured reality you can verify locally.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986888864737423663","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987138827509768658","view_count":4646,"bookmark_count":8,"created_at":1762605790000,"favorite_count":18,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987064646407496010","full_text":"@lucas_montano Self hosted models + quality tooling is underrated. People default to APIs because it's easier to start.\n\nBut Qwen locally with Claude Code gives you: fixed costs, no rate limits, zero API dependency, complete control. Try it. The setup cost pays back faster than you think.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987064646407496010","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,248],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"603750843","name":"Igor Kotenkov","screen_name":"stalkermustang","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"stalkermustang","lang":"en","retweeted":false,"fact_check":null,"id":"1987137562973241592","view_count":287,"bookmark_count":1,"created_at":1762605488000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986976148731969700","full_text":"@stalkermustang Every lab cherrypicks favorable benchmarks. OpenAI, Anthropic, Chinese labs - same pattern.\n\nSolution: test claims yourself. I ran K2 on complex reasoning yesterday. Production quality. Benchmarks are marketing. Deployment is truth.","in_reply_to_user_id_str":"603750843","in_reply_to_status_id_str":"1986976148731969700","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1538525334781370368","name":"Andrew Curran","screen_name":"AndrewCurran_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"AndrewCurran_","lang":"en","retweeted":false,"fact_check":null,"id":"1987023158646554804","view_count":324,"bookmark_count":0,"created_at":1762578212000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986864296480153757","full_text":"@AndrewCurran_ $4.6M to train a model that beats GPT-5.\n\nThis is what happens when you can't waste compute. Every dollar optimizes architecture, not just throwing more GPUs at the problem.\n\nTested it yesterday. The efficiency shows in results. Quality + cost = new economics for AI.","in_reply_to_user_id_str":"1538525334781370368","in_reply_to_status_id_str":"1986864296480153757","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[39,256],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1145851147","name":"Stefano Ermon","screen_name":"StefanoErmon","indices":[10,23]},{"id_str":"1894161655728410630","name":"Inception","screen_name":"_inception_ai","indices":[24,38]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1987133095104172463","view_count":201,"bookmark_count":0,"created_at":1762604423000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986477376835047740","full_text":"@elonmusk @StefanoErmon @_inception_ai \"Compute to memory bandwidth ratio will increase\" is the key line everyone's skipping.\n\nHBM bottlenecks > chip shortages. Been saying this for months. Infrastructure constraints matter more than model architecture.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986762520938569739","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2281405752","name":"Jon Brosio","screen_name":"jonbrosio","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"jonbrosio","lang":"en","retweeted":false,"fact_check":null,"id":"1987194380235730945","view_count":2,"bookmark_count":0,"created_at":1762619035000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987152723733614665","full_text":"@jonbrosio Perfect is the enemy of shipped. 95% of people optimizing for perfect. 5% shipping imperfect and iterating. Guess which group has revenue.","in_reply_to_user_id_str":"2281405752","in_reply_to_status_id_str":"1987152723733614665","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,235],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"860565621452316672","name":"Google Research","screen_name":"GoogleResearch","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"GoogleResearch","lang":"en","retweeted":false,"fact_check":null,"id":"1987124758518124949","view_count":1046,"bookmark_count":1,"created_at":1762602436000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986855202658418715","full_text":"@GoogleResearch Google shipping improvements to long context processing. Good.\n\nMore competition = better models. Whether Google, OpenAI, or Chinese labs win the paper race doesn't change infrastructure economics for actual deployment.","in_reply_to_user_id_str":"860565621452316672","in_reply_to_status_id_str":"1986855202658418715","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1987155190957633660","view_count":140,"bookmark_count":0,"created_at":1762609691000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986856304808501577","full_text":"@Yuchenj_UW OpenAI: \"We need trillions in subsidies\"\nChinese labs: \"We trained a competitive model for $4.6M, here's the weights\"\n\nConstraints forced efficiency. Capital enabled dependency.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986856304808501577","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":"1504436543443906569","name":"Kay","screen_name":"Dwriteway","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Dwriteway","lang":"en","retweeted":false,"fact_check":null,"id":"1987144671433531886","view_count":13,"bookmark_count":0,"created_at":1762607183000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987088935504199838","full_text":"@Dwriteway If you want to test your patience: start online business\nIf you want to destroy it completely: add AI infrastructure to online business\n\nThe patience test has levels.","in_reply_to_user_id_str":"1504436543443906569","in_reply_to_status_id_str":"1987088935504199838","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,90],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987037374191460778","view_count":121,"bookmark_count":0,"created_at":1762581602000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986500358940639284","full_text":"@lucas_montano This is what happens when you optimize for valuation instead of efficiency.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1986500358940639284","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1987037093525324001","view_count":12,"bookmark_count":0,"created_at":1762581535000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986851572148805871","full_text":"@alexcooldev \"Surviving long enough to go viral\" is just lottery thinking with extra steps and a Vercel bill.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986851572148805871","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":1,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987404487183757389","view_count":75,"bookmark_count":0,"created_at":1762669128000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987404487183757389","full_text":"API costs that made sense at prototype scale:\n> ChatGPT Plus: $20/month\n> Anthropic Pro: $20/month\n> OpenAI API: couple hundred/month\n\nSame workload at production scale:\n- $2K/month → $20K/month → \"we should own this\"\n\nThe inflection point is different for everyone. But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. Infrastructure ownership always wins at scale.","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":[30,308],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1931962509596246016","name":"Zhihu Frontier","screen_name":"ZhihuFrontier","indices":[0,14]},{"id_str":"1863959670169501696","name":"Kimi.ai","screen_name":"Kimi_Moonshot","indices":[15,29]}]},"favorited":false,"in_reply_to_screen_name":"ZhihuFrontier","lang":"en","retweeted":false,"fact_check":null,"id":"1987407713039753669","view_count":3177,"bookmark_count":1,"created_at":1762669897000,"favorite_count":22,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1987125624599970218","full_text":"@ZhihuFrontier @Kimi_Moonshot This is what constraints driven optimization looks like. US labs have unlimited H100s, optimize for raw performance. Chinese labs forced to optimize memory bandwidth, end up with better deployment economics. INT4 isn't sacrifice. It's choosing the right bottleneck to optimize.","in_reply_to_user_id_str":"1931962509596246016","in_reply_to_status_id_str":"1987125624599970218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,237],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/sudoingX/statu…","expanded_url":"https://x.com/sudoingX/status/1970716556729663994?s=20","url":"https://t.co/1K2Fdpv1uy","indices":[214,237]}],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]},{"id_str":"1661523610111193088","name":"xAI","screen_name":"xai","indices":[87,91]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1970716556729663994","quoted_status_permalink":{"url":"https://t.co/1K2Fdpv1uy","expanded":"https://x.com/sudoingX/status/1970716556729663994?s=20","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1987403025213001800","view_count":3928,"bookmark_count":1,"created_at":1762668780000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987294547639214307","full_text":"@lucas_montano Exactly. Been pointing this out - Grok 4 has the context window for it. @xai is almost certainly testing this internally. They're just not publicly shipping yet. When they do, it'll be interesting.\n\nhttps://t.co/1K2Fdpv1uy","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987294547639214307","is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"26093892","name":"Kevin S. Xu","screen_name":"kevinsxu","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kevinsxu","lang":"en","retweeted":false,"fact_check":null,"id":"1987410286073290852","view_count":2307,"bookmark_count":1,"created_at":1762670511000,"favorite_count":20,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987221903157727583","full_text":"@kevinsxu $5 trillion valuation: eating street food\n$5 million valuation: renting offices they don't need\n\nPattern recognition.","in_reply_to_user_id_str":"26093892","in_reply_to_status_id_str":"1987221903157727583","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987765906609520822","view_count":49,"bookmark_count":0,"created_at":1762755297000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987765906609520822","full_text":"Things I do with local LLMs that I'd never do via API:\n\n> Generate 50 variations, test all (cost: $0)\n> Iterate on prompts 100x to optimize (cost: $0) \n> Process entire codebases multiple times (cost: $0)\n> Run automated analysis overnight (cost: ~$2 electricity)\n> Experiment with wild ideas without budget concern\n\nAPI mindset: Is this worth the tokens?\nLocal mindset: Let's try everything and see what works\n\nDifferent economics = different behavior = different outcomes.","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":[11,263],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1843566838892126209","name":"MancerAI","screen_name":"MancerAI_","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"MancerAI_","lang":"en","retweeted":false,"fact_check":null,"id":"1987767323848228877","view_count":86,"bookmark_count":0,"created_at":1762755635000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987636330365419869","full_text":"@MancerAI_ Grok's been shipping capability while others ship announcements. 2M context window already best in class. 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Most founders feel that gap between what’s public and what’s real. The fact you’re still building at $100 MRR already separates you from 99% who stopped at idea stage.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1979934133989101978","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1809124506772123648","name":"Tasorn","screen_name":"tasornp","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"tasornp","lang":"en","retweeted":false,"fact_check":null,"id":"1980194187976073511","view_count":4,"bookmark_count":0,"created_at":1760950059000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979921904363348105","full_text":"@tasornp 'Enjoying the process' is cope when the slow weeks hit. 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Cost/quality ratio is insane.","in_reply_to_user_id_str":"16338987","in_reply_to_status_id_str":"1979887787806790026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,260],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14710129","name":"Peter H. Diamandis, MD","screen_name":"PeterDiamandis","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"PeterDiamandis","lang":"en","retweeted":false,"fact_check":null,"id":"1980156892417818943","view_count":8,"bookmark_count":0,"created_at":1760941167000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980001376752079165","full_text":"@PeterDiamandis They'd probably ask why we have all this technology but still can't figure out basic things like not destroying the planet or feeding everyone. Progress is uneven. We're amazing at some things, terrible at others. Tools advanced. Wisdom didn't.","in_reply_to_user_id_str":"14710129","in_reply_to_status_id_str":"1980001376752079165","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,268],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1552206784974258180","name":"Ilya - イリア","screen_name":"its_ilya","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"its_ilya","lang":"en","retweeted":false,"fact_check":null,"id":"1980229701705883735","view_count":4,"bookmark_count":0,"created_at":1760958526000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980212396229881879","full_text":"@its_ilya Can confirm. At 287 doing exactly this. 40+ thoughtful replies/day on tech/builder content. Zero 'follow me' posts. Growing steadily. \n\nThe followers who come from value actually engage. The ones from follow-for-follow vanish. \nQuality > quantity, always.","in_reply_to_user_id_str":"1552206784974258180","in_reply_to_status_id_str":"1980212396229881879","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,243],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"470129898","name":"Tibo","screen_name":"tibo_maker","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tibo_maker","lang":"en","retweeted":false,"fact_check":null,"id":"1980246487226605861","view_count":34,"bookmark_count":0,"created_at":1760962528000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980216151041822737","full_text":"@tibo_maker At 287 building this way. But it's not just showing up. It's showing work with substance. GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. Congrats.\nOne question: how much of the 272 days was building vs marketing vs content creation?\n\nMost 'building in public' posts show results, not the actual time breakdown. Curious what the split looks like.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1979870894966083873","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,182],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3064259332","name":"will brown","screen_name":"willccbb","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"willccbb","lang":"en","retweeted":false,"fact_check":null,"id":"1980164825566290124","view_count":48,"bookmark_count":0,"created_at":1760943058000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980085747928760693","full_text":"@willccbb LLMs pattern match on training data. That's it. 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The complexity is the moat, not just the export restrictions.","in_reply_to_user_id_str":"1050273192919601152","in_reply_to_status_id_str":"1979727955262890475","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":3,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[15,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980487972064833828","view_count":0,"bookmark_count":0,"created_at":1761020102000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980459157242392672","full_text":"@TheAhmadOsman Born just in time to:\nPanic-buy 3090s\nPay $400/month in electricity\nExplain to neighbors why my apartment sounds like a server farm\nRefresh NVIDIA stock price daily\nHear 'AGI next year' for 5 years straight.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980459157242392672","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,116],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1977787670211289088","name":"Henrick Johansson","screen_name":"compliantvc","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"compliantvc","lang":"en","retweeted":false,"fact_check":null,"id":"1980535180596273636","view_count":145,"bookmark_count":0,"created_at":1761031358000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980353907906990308","full_text":"@compliantvc 'No major European tech companies down'\n\nName three European companies running at AWS scale. 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Sometimes you pay for it like this.","in_reply_to_user_id_str":"367162886","in_reply_to_status_id_str":"1980419272766583262","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3891529216","name":"Aitor 🅼","screen_name":"aitordri","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"aitordri","lang":"en","retweeted":false,"fact_check":null,"id":"1980486403399225575","view_count":121,"bookmark_count":0,"created_at":1761019728000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980479918346760599","full_text":"@aitordri Give users a toggle. Search mode vs knowledge mode. Not this annoying forced behavior.","in_reply_to_user_id_str":"3891529216","in_reply_to_status_id_str":"1980479918346760599","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":37,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[8,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980791596238139496","view_count":257,"bookmark_count":0,"created_at":1761092492000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980685602384441368","full_text":"@OpenAI Browser wars 2.0, but make it AI-native.\n\nThe question: does AI benefit from being browser-integrated, or does the browser benefit from AI data collection?\n\nProbably both. Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":3,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":14,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":39,"startTime":1761350400000,"endTime":1761436800000,"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":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":170,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":37,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes longer.","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":[0,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982813218486546853","view_count":44,"bookmark_count":0,"created_at":1761574484000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982813218486546853","full_text":"\"Focus on one thing\" is advice from people with runway.\n\nMost solo builders:\nBuild what pays.\nDream about what compounds.\nSleep when it's done.\n\nPick 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 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grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either way.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1982611534368186461","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,161],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982787431561642244","view_count":22,"bookmark_count":1,"created_at":1761568336000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982763745169309811","full_text":"@robj3d3 This.\n\nOct 2: 98K view reply on viral post\nOct 27: 4,964 view reply on 195K post\n\nPattern = early on mega-viral threads.\n\nNow hunting 100K+ posts daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor risk.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1982839339840426046","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,118],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982868311152214470","view_count":33,"bookmark_count":0,"created_at":1761587619000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982851261587194114","full_text":"@robj3d3 Another Bangkok builder. 🇹🇭\n\nBest city for building + terrible city for running GPUs.\n\nFollowing the journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":4,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":21,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":305,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a negotiation. That's a toll collection meeting.","in_reply_to_user_id_str":"1487942907889950729","in_reply_to_status_id_str":"1983938384914416098","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,194],"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":"1984044433688678706","view_count":152,"bookmark_count":0,"created_at":1761868029000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984001525556097507","full_text":"@sama All infrastructure is temporary infrastructure.\n\n3090s today.\n4090s tomorrow.\nBlackwell next year.\n\nThe only permanent decision is whether you own or rent.\n\nEverything else is just timing.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984001525556097507","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1881282203352498176","name":"Jonathan","screen_name":"jonathanbrnd","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"jonathanbrnd","lang":"en","retweeted":false,"fact_check":null,"id":"1984045748670156963","view_count":13,"bookmark_count":0,"created_at":1761868342000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983850526266515886","full_text":"@jonathanbrnd Every tech wave has a backlash phase.\n\nCrypto: \"it's all scams\"\nCloud: \"just servers somewhere else\"\nMobile: \"nobody needs apps\"\n\nAll true AND all irrelevant.\n\nIf you're building something useful, you're fine.","in_reply_to_user_id_str":"1881282203352498176","in_reply_to_status_id_str":"1983850526266515886","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1984043796955611412","view_count":888,"bookmark_count":0,"created_at":1761867877000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983926619212292484","full_text":"@unusual_whales Jensen: \"Any NVIDIA investors?\"\nKorea: *roars*\n\nMe with GPUs: \"Does hardware count?\"\n\nI'm long NVIDIA in the worst possible way.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1983926619212292484","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":19,"startTime":1761868800000,"endTime":1761955200000,"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":"1984234011015995673","view_count":149,"bookmark_count":1,"created_at":1761913228000,"favorite_count":5,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984234011015995673","full_text":"Trend nobody's talking about:\n\nEvery major API customer eventually becomes a competitor.\n\nCursor paying Anthropic → Cursor builds Composer\nOpenAI's biggest users → evaluating local LLMs\nMy $20K/year API bills → bought $9K in GPUs\n\nAPI businesses work until your customer does the math on ownership.\n\nThen your best customer becomes your biggest threat.","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":"1984194294367014913","view_count":90,"bookmark_count":1,"created_at":1761903758000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984194294367014913","full_text":"The solo builder infrastructure journey:\n\nMonth 1: \"I'll just use free tiers\"\nMonth 3: \"Okay, $20/month for APIs\"\nMonth 6: \"Wait, my bill is $200?\"\nMonth 9: \"Maybe I should own this?\"\nMonth 12: \"$9K for GPUs seems insane\"\nMonth 18: \"Best decision I ever made\"\n\nControl isn't free.\nDependency isn't cheap.\n\nPick which cost you want to pay.","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":"1984143232515895682","view_count":96,"bookmark_count":0,"created_at":1761891584000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984143232515895682","full_text":"\"Just use the API\" assumes three things that aren't true:\n\n1. Your usage stays constant (it never does)\n2. Their pricing stays constant (it never does)\n3. You'll switch when it gets expensive (you won't)\n\nYear 1: APIs cheaper\nYear 2: Break even\nYear 3+: Ownership wins\n\nThe math isn't complicated. 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Capitalism just works faster than governance structures.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1985067168074289554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"79957442","name":"Anton Osika – eu/acc","screen_name":"antonosika","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"antonosika","lang":"en","retweeted":false,"fact_check":null,"id":"1985132641952436349","view_count":32,"bookmark_count":0,"created_at":1762127478000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985017287821386062","full_text":"@antonosika AI makes engineers more productive.\nIt doesn't make them obsolete.","in_reply_to_user_id_str":"79957442","in_reply_to_status_id_str":"1985017287821386062","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":153,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984868748378157312","quoted_status_permalink":{"url":"https://t.co/vRDcpVYtaX","expanded":"https://twitter.com/elonmusk/status/1984868748378157312","display":"x.com/elonmusk/statu…"},"retweeted":false,"fact_check":null,"id":"1985214582684787038","view_count":272,"bookmark_count":1,"created_at":1762147014000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985214582684787038","full_text":"This is what happens when you take infrastructure constraints seriously and have the capital to think beyond incremental solutions.\n\nSpace has effectively unlimited solar and cooling. The engineering challenge is getting the hardware there and getting the data back. Elon has both pieces: SpaceX for transport, Starlink for data transmission.\n\nTimeline is Elon standard optimistic. Strategy is sound though. When you can't scale horizontally on Earth, you scale vertically into orbit.","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":[16,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1468428334610915329","name":"toucan","screen_name":"distributionat","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"distributionat","lang":"en","retweeted":false,"fact_check":null,"id":"1985138709382238481","view_count":6581,"bookmark_count":4,"created_at":1762128925000,"favorite_count":36,"quote_count":0,"reply_count":2,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1984924017628000296","full_text":"@distributionat 52 pages to fire a coworker is wild. But honestly this is every company at scale. Just usually not public.\n\nMeanwhile thanks to china local models keep improving regardless of who runs what company.","in_reply_to_user_id_str":"1468428334610915329","in_reply_to_status_id_str":"1984924017628000296","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,108],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1797752231388745729","name":"Emanuele Di Pietro","screen_name":"emanueledpt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"emanueledpt","lang":"en","retweeted":false,"fact_check":null,"id":"1985140578884194587","view_count":3,"bookmark_count":0,"created_at":1762129370000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985099713469956425","full_text":"@emanueledpt Not because of the money but because now you know it works. That's everything. 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Infrastructure keeps improving. \n\nThe boardroom drama at OpenAI could be a Netflix series and it wouldn't change my inference setup one bit. That's the benefit of not being dependent on any single company. Good entertainment though.","in_reply_to_user_id_str":"1087640384975577089","in_reply_to_status_id_str":"1985195564837785868","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1617903092099432448","name":"Ayla Croft","screen_name":"aylacroft","indices":[0,10]},{"id_str":"15670515","name":"Windows","screen_name":"Windows","indices":[11,19]}]},"favorited":false,"in_reply_to_screen_name":"aylacroft","lang":"en","retweeted":false,"fact_check":null,"id":"1985139609718898916","view_count":1197,"bookmark_count":0,"created_at":1762129139000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985065435105026334","full_text":"@aylacroft @Windows Windows broke up with you first.\nLinux: \"Here's root access. Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":12,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. 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Everyone else either waits 6-12 months for access or builds workarounds. That compounds into the growth divergence you're seeing.\n\nIt's not just adoption speed. It's structural advantage in infrastructure access that most people outside US don't realize exists until they hit it.","in_reply_to_user_id_str":"4939401","in_reply_to_status_id_str":"1985468907747172552","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1985913762776563950","view_count":38,"bookmark_count":0,"created_at":1762313712000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985721456031113680","full_text":"\"Use AI as a tool but verify the output\" is not a hot take. It's how every tool in software development works.\n\nYou verify compiler output. You verify library dependencies. You verify anything automated. Acting like this is profound wisdom that separates good developers from bad is peak LinkedIn energy on X.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1985721456031113680","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985914300758622261","view_count":226,"bookmark_count":1,"created_at":1762313840000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985746193113141711","full_text":"The remarkable part isn't that NVIDIA makes great chips. It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. NVIDIA won the platform war a decade ago.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985746193113141711","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,297],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"186420551","name":"clem 🤗","screen_name":"ClementDelangue","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"ClementDelangue","lang":"en","retweeted":false,"fact_check":null,"id":"1985915461817778498","view_count":1248,"bookmark_count":1,"created_at":1762314117000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985748187634717026","full_text":"Running local models in Bangkok taught me something: the biggest challenge isn't the technology, it's the infrastructure.\n\n40°C heat, humidity killing GPUs, power that costs $400/month. Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":190,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":84,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":35,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. 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Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. It's measured reality you can verify locally.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986888864737423663","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987138827509768658","view_count":4646,"bookmark_count":8,"created_at":1762605790000,"favorite_count":18,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987064646407496010","full_text":"@lucas_montano Self hosted models + quality tooling is underrated. People default to APIs because it's easier to start.\n\nBut Qwen locally with Claude Code gives you: fixed costs, no rate limits, zero API dependency, complete control. Try it. The setup cost pays back faster than you think.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987064646407496010","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,248],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"603750843","name":"Igor Kotenkov","screen_name":"stalkermustang","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"stalkermustang","lang":"en","retweeted":false,"fact_check":null,"id":"1987137562973241592","view_count":287,"bookmark_count":1,"created_at":1762605488000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986976148731969700","full_text":"@stalkermustang Every lab cherrypicks favorable benchmarks. OpenAI, Anthropic, Chinese labs - same pattern.\n\nSolution: test claims yourself. I ran K2 on complex reasoning yesterday. Production quality. Benchmarks are marketing. Deployment is truth.","in_reply_to_user_id_str":"603750843","in_reply_to_status_id_str":"1986976148731969700","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1538525334781370368","name":"Andrew Curran","screen_name":"AndrewCurran_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"AndrewCurran_","lang":"en","retweeted":false,"fact_check":null,"id":"1987023158646554804","view_count":324,"bookmark_count":0,"created_at":1762578212000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986864296480153757","full_text":"@AndrewCurran_ $4.6M to train a model that beats GPT-5.\n\nThis is what happens when you can't waste compute. Every dollar optimizes architecture, not just throwing more GPUs at the problem.\n\nTested it yesterday. The efficiency shows in results. Quality + cost = new economics for AI.","in_reply_to_user_id_str":"1538525334781370368","in_reply_to_status_id_str":"1986864296480153757","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[39,256],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1145851147","name":"Stefano Ermon","screen_name":"StefanoErmon","indices":[10,23]},{"id_str":"1894161655728410630","name":"Inception","screen_name":"_inception_ai","indices":[24,38]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1987133095104172463","view_count":201,"bookmark_count":0,"created_at":1762604423000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986477376835047740","full_text":"@elonmusk @StefanoErmon @_inception_ai \"Compute to memory bandwidth ratio will increase\" is the key line everyone's skipping.\n\nHBM bottlenecks > chip shortages. Been saying this for months. Infrastructure constraints matter more than model architecture.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986762520938569739","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2281405752","name":"Jon Brosio","screen_name":"jonbrosio","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"jonbrosio","lang":"en","retweeted":false,"fact_check":null,"id":"1987194380235730945","view_count":2,"bookmark_count":0,"created_at":1762619035000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987152723733614665","full_text":"@jonbrosio Perfect is the enemy of shipped. 95% of people optimizing for perfect. 5% shipping imperfect and iterating. Guess which group has revenue.","in_reply_to_user_id_str":"2281405752","in_reply_to_status_id_str":"1987152723733614665","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,235],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"860565621452316672","name":"Google Research","screen_name":"GoogleResearch","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"GoogleResearch","lang":"en","retweeted":false,"fact_check":null,"id":"1987124758518124949","view_count":1046,"bookmark_count":1,"created_at":1762602436000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986855202658418715","full_text":"@GoogleResearch Google shipping improvements to long context processing. Good.\n\nMore competition = better models. Whether Google, OpenAI, or Chinese labs win the paper race doesn't change infrastructure economics for actual deployment.","in_reply_to_user_id_str":"860565621452316672","in_reply_to_status_id_str":"1986855202658418715","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1987155190957633660","view_count":140,"bookmark_count":0,"created_at":1762609691000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986856304808501577","full_text":"@Yuchenj_UW OpenAI: \"We need trillions in subsidies\"\nChinese labs: \"We trained a competitive model for $4.6M, here's the weights\"\n\nConstraints forced efficiency. Capital enabled dependency.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986856304808501577","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":"1504436543443906569","name":"Kay","screen_name":"Dwriteway","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Dwriteway","lang":"en","retweeted":false,"fact_check":null,"id":"1987144671433531886","view_count":13,"bookmark_count":0,"created_at":1762607183000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987088935504199838","full_text":"@Dwriteway If you want to test your patience: start online business\nIf you want to destroy it completely: add AI infrastructure to online business\n\nThe patience test has levels.","in_reply_to_user_id_str":"1504436543443906569","in_reply_to_status_id_str":"1987088935504199838","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,90],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987037374191460778","view_count":121,"bookmark_count":0,"created_at":1762581602000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986500358940639284","full_text":"@lucas_montano This is what happens when you optimize for valuation instead of efficiency.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1986500358940639284","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1987037093525324001","view_count":12,"bookmark_count":0,"created_at":1762581535000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986851572148805871","full_text":"@alexcooldev \"Surviving long enough to go viral\" is just lottery thinking with extra steps and a Vercel bill.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986851572148805871","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":58,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987404487183757389","view_count":75,"bookmark_count":0,"created_at":1762669128000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987404487183757389","full_text":"API costs that made sense at prototype scale:\n> ChatGPT Plus: $20/month\n> Anthropic Pro: $20/month\n> OpenAI API: couple hundred/month\n\nSame workload at production scale:\n- $2K/month → $20K/month → \"we should own this\"\n\nThe inflection point is different for everyone. But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. Infrastructure ownership always wins at scale.","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":[30,308],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1931962509596246016","name":"Zhihu Frontier","screen_name":"ZhihuFrontier","indices":[0,14]},{"id_str":"1863959670169501696","name":"Kimi.ai","screen_name":"Kimi_Moonshot","indices":[15,29]}]},"favorited":false,"in_reply_to_screen_name":"ZhihuFrontier","lang":"en","retweeted":false,"fact_check":null,"id":"1987407713039753669","view_count":3177,"bookmark_count":1,"created_at":1762669897000,"favorite_count":22,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1987125624599970218","full_text":"@ZhihuFrontier @Kimi_Moonshot This is what constraints driven optimization looks like. US labs have unlimited H100s, optimize for raw performance. Chinese labs forced to optimize memory bandwidth, end up with better deployment economics. INT4 isn't sacrifice. It's choosing the right bottleneck to optimize.","in_reply_to_user_id_str":"1931962509596246016","in_reply_to_status_id_str":"1987125624599970218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,237],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/sudoingX/statu…","expanded_url":"https://x.com/sudoingX/status/1970716556729663994?s=20","url":"https://t.co/1K2Fdpv1uy","indices":[214,237]}],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]},{"id_str":"1661523610111193088","name":"xAI","screen_name":"xai","indices":[87,91]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1970716556729663994","quoted_status_permalink":{"url":"https://t.co/1K2Fdpv1uy","expanded":"https://x.com/sudoingX/status/1970716556729663994?s=20","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1987403025213001800","view_count":3928,"bookmark_count":1,"created_at":1762668780000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987294547639214307","full_text":"@lucas_montano Exactly. Been pointing this out - Grok 4 has the context window for it. @xai is almost certainly testing this internally. They're just not publicly shipping yet. When they do, it'll be interesting.\n\nhttps://t.co/1K2Fdpv1uy","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987294547639214307","is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"26093892","name":"Kevin S. Xu","screen_name":"kevinsxu","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kevinsxu","lang":"en","retweeted":false,"fact_check":null,"id":"1987410286073290852","view_count":2307,"bookmark_count":1,"created_at":1762670511000,"favorite_count":20,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987221903157727583","full_text":"@kevinsxu $5 trillion valuation: eating street food\n$5 million valuation: renting offices they don't need\n\nPattern recognition.","in_reply_to_user_id_str":"26093892","in_reply_to_status_id_str":"1987221903157727583","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-11","value":3,"startTime":1762732800000,"endTime":1762819200000,"tweets":[{"bookmarked":false,"display_text_range":[0,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987765906609520822","view_count":49,"bookmark_count":0,"created_at":1762755297000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987765906609520822","full_text":"Things I do with local LLMs that I'd never do via API:\n\n> Generate 50 variations, test all (cost: $0)\n> Iterate on prompts 100x to optimize (cost: $0) \n> Process entire codebases multiple times (cost: $0)\n> Run automated analysis overnight (cost: ~$2 electricity)\n> Experiment with wild ideas without budget concern\n\nAPI mindset: Is this worth the tokens?\nLocal mindset: Let's try everything and see what works\n\nDifferent economics = different behavior = different outcomes.","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":[11,263],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1843566838892126209","name":"MancerAI","screen_name":"MancerAI_","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"MancerAI_","lang":"en","retweeted":false,"fact_check":null,"id":"1987767323848228877","view_count":86,"bookmark_count":0,"created_at":1762755635000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987636330365419869","full_text":"@MancerAI_ Grok's been shipping capability while others ship announcements. 2M context window already best in class. 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Obsession sustains it. Discipline finishes it. Obsession alone is unreliable. Some days you won't feel it. 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The fact you’re still building at $100 MRR already separates you from 99% who stopped at idea stage.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1979934133989101978","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1809124506772123648","name":"Tasorn","screen_name":"tasornp","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"tasornp","lang":"en","retweeted":false,"fact_check":null,"id":"1980194187976073511","view_count":4,"bookmark_count":0,"created_at":1760950059000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979921904363348105","full_text":"@tasornp 'Enjoying the process' is cope when the slow weeks hit. You show up anyway because quitting is worse. 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Cost/quality ratio is insane.","in_reply_to_user_id_str":"16338987","in_reply_to_status_id_str":"1979887787806790026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,260],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14710129","name":"Peter H. Diamandis, MD","screen_name":"PeterDiamandis","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"PeterDiamandis","lang":"en","retweeted":false,"fact_check":null,"id":"1980156892417818943","view_count":8,"bookmark_count":0,"created_at":1760941167000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980001376752079165","full_text":"@PeterDiamandis They'd probably ask why we have all this technology but still can't figure out basic things like not destroying the planet or feeding everyone. Progress is uneven. We're amazing at some things, terrible at others. 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The ones from follow-for-follow vanish. \nQuality > quantity, always.","in_reply_to_user_id_str":"1552206784974258180","in_reply_to_status_id_str":"1980212396229881879","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,243],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"470129898","name":"Tibo","screen_name":"tibo_maker","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tibo_maker","lang":"en","retweeted":false,"fact_check":null,"id":"1980246487226605861","view_count":34,"bookmark_count":0,"created_at":1760962528000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980216151041822737","full_text":"@tibo_maker At 287 building this way. But it's not just showing up. It's showing work with substance. GPU costs, infrastructure mistakes, what I learned. \n\nGeneric 'building in public' updates = ignored. \nSpecific problems + solutions = trust.","in_reply_to_user_id_str":"470129898","in_reply_to_status_id_str":"1980216151041822737","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,231],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1980156296004530523","view_count":8,"bookmark_count":0,"created_at":1760941025000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1979870894966083873","full_text":"@robj3d3 Solid growth. Congrats.\nOne question: how much of the 272 days was building vs marketing vs content creation?\n\nMost 'building in public' posts show results, not the actual time breakdown. Curious what the split looks like.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1979870894966083873","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,182],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3064259332","name":"will brown","screen_name":"willccbb","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"willccbb","lang":"en","retweeted":false,"fact_check":null,"id":"1980164825566290124","view_count":48,"bookmark_count":0,"created_at":1760943058000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980085747928760693","full_text":"@willccbb LLMs pattern match on training data. That's it. 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Reverse engineering by disassembly = breaking it. These aren't GPUs you can just take apart. The complexity is the moat, not just the export restrictions.","in_reply_to_user_id_str":"1050273192919601152","in_reply_to_status_id_str":"1979727955262890475","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-22","value":712,"startTime":1761004800000,"endTime":1761091200000,"tweets":[{"bookmarked":false,"display_text_range":[15,222],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980487972064833828","view_count":0,"bookmark_count":0,"created_at":1761020102000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980459157242392672","full_text":"@TheAhmadOsman Born just in time to:\nPanic-buy 3090s\nPay $400/month in electricity\nExplain to neighbors why my apartment sounds like a server farm\nRefresh NVIDIA stock price daily\nHear 'AGI next year' for 5 years straight.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980459157242392672","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,116],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1977787670211289088","name":"Henrick Johansson","screen_name":"compliantvc","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"compliantvc","lang":"en","retweeted":false,"fact_check":null,"id":"1980535180596273636","view_count":145,"bookmark_count":0,"created_at":1761031358000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980353907906990308","full_text":"@compliantvc 'No major European tech companies down'\n\nName three European companies running at AWS scale. 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Sometimes you pay for it like this.","in_reply_to_user_id_str":"367162886","in_reply_to_status_id_str":"1980419272766583262","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,96],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3891529216","name":"Aitor 🅼","screen_name":"aitordri","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"aitordri","lang":"en","retweeted":false,"fact_check":null,"id":"1980486403399225575","view_count":121,"bookmark_count":0,"created_at":1761019728000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980479918346760599","full_text":"@aitordri Give users a toggle. Search mode vs knowledge mode. Not this annoying forced behavior.","in_reply_to_user_id_str":"3891529216","in_reply_to_status_id_str":"1980479918346760599","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-23","value":7494,"startTime":1761091200000,"endTime":1761177600000,"tweets":[{"bookmarked":false,"display_text_range":[8,206],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980791596238139496","view_count":257,"bookmark_count":0,"created_at":1761092492000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980685602384441368","full_text":"@OpenAI Browser wars 2.0, but make it AI-native.\n\nThe question: does AI benefit from being browser-integrated, or does the browser benefit from AI data collection?\n\nProbably both. Leaning toward the latter.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980685602384441368","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1980797638699282536","view_count":2713,"bookmark_count":2,"created_at":1761093933000,"favorite_count":31,"quote_count":0,"reply_count":4,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1980756486293975493","full_text":"Unless... the browser IS the path to AGI.\n\nNot technically. Economically.\n\nAGI requires: massive compute + massive data + massive distribution\n\nBrowser = infinite training data from every user action\nBrowser = platform lock-in that funds the compute\n\nChrome made Google invincible. Atlas could do the same for OpenAI.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1980756486293975493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,184],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"OpenAI","lang":"en","retweeted":false,"fact_check":null,"id":"1980839990113530326","view_count":4087,"bookmark_count":1,"created_at":1761104030000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980794846752436597","full_text":"@OpenAI And this is why you're building a browser. Platform risk is real. Distribution control matters more than better models. can't build the future on someone else's infrastructure.","in_reply_to_user_id_str":"4398626122","in_reply_to_status_id_str":"1980794846752436597","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6681172","name":"Matthew Berman","screen_name":"MatthewBerman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MatthewBerman","lang":"en","retweeted":false,"fact_check":null,"id":"1980806501280432533","view_count":298,"bookmark_count":0,"created_at":1761096046000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980708017109930471","full_text":"True. And that's exactly why OpenAI wants to own the browser layer.\n\nWeb apps in their browser = every action you take feeds their models.\n\nMore powerful for users, yes.\nMore powerful for OpenAI's data collection, absolutely.\n\nConvenience and control are both increasing - just for different parties.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1980708017109930471","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,199],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1980791036818669782","view_count":139,"bookmark_count":0,"created_at":1761092359000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980714787949670623","full_text":"@TheAhmadOsman Browser = distribution layer = data collection layer\n\nOpenAI wants default access to everything you do online. That's not about better AI. That's about owning the pipeline.\n\nHard pass.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1980714787949670623","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-24","value":1360,"startTime":1761177600000,"endTime":1761264000000,"tweets":[{"bookmarked":false,"display_text_range":[12,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"410212936","name":"Ariel","screen_name":"redtachyon","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"redtachyon","lang":"en","retweeted":false,"fact_check":null,"id":"1981200338096128453","view_count":1360,"bookmark_count":0,"created_at":1761189944000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1980996506485432752","full_text":"@redtachyon OpenAI: Fighting for distribution\nAnthropic: Fighting for developer trust\nDeepMind: Fighting for scientific credibility\nMeta: Fighting for profitability\n\nDifferent games. All desperate in their own way.","in_reply_to_user_id_str":"410212936","in_reply_to_status_id_str":"1980996506485432752","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-25","value":1079,"startTime":1761264000000,"endTime":1761350400000,"tweets":[{"bookmarked":false,"display_text_range":[24,208],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"771109000322637825","name":"Joma Tech","screen_name":"jomakaze","indices":[0,9]},{"id_str":"4398626122","name":"OpenAI","screen_name":"OpenAI","indices":[10,17]},{"id_str":"1605","name":"Sam Altman","screen_name":"sama","indices":[18,23]}]},"favorited":false,"in_reply_to_screen_name":"jomakaze","lang":"en","retweeted":false,"fact_check":null,"id":"1981584037979603176","view_count":87,"bookmark_count":0,"created_at":1761281425000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981383600567124004","full_text":"@jomakaze @OpenAI @sama This is why airgapped systems exist.\nIf your secrets can be exfiltrated via social engineering, your security model already failed.\n\nDefense is infrastructure, not personnel screening.","in_reply_to_user_id_str":"771109000322637825","in_reply_to_status_id_str":"1981383600567124004","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,148],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1981585630791602282","view_count":14,"bookmark_count":0,"created_at":1761281805000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981258948150809073","full_text":"@DavidOndrej1 Safety filters optimized for lawsuit prevention, not algorithm optimization.\n\nThis is the cost of deploying at scale vs running local.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1981258948150809073","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1353836358901501952","name":"Anthropic","screen_name":"AnthropicAI","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AnthropicAI","lang":"en","retweeted":false,"fact_check":null,"id":"1981667947228893593","view_count":505,"bookmark_count":0,"created_at":1761301430000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981460118354219180","full_text":"@AnthropicAI Anthropic betting on TPUs over H100s is the most underrated strategic move in AI.\n\nGoogle Cloud credits + custom silicon = lower training costs than anyone buying NVIDIA retail.\n\nCompute economics decide who survives the scale race.","in_reply_to_user_id_str":"1353836358901501952","in_reply_to_status_id_str":"1981460118354219180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,194],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"627896301","name":"Jon Hernandez","screen_name":"JonhernandezIA","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"JonhernandezIA","lang":"en","retweeted":false,"fact_check":null,"id":"1981702618658545869","view_count":473,"bookmark_count":0,"created_at":1761309697000,"favorite_count":14,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981643719196504549","full_text":"@JonhernandezIA ATLAS is OpenAI's models in a Chromium based browser wrapper, not \"your\" ChatGPT.\n\n\"Your ChatGPT\" = local model on hardware you own. No API. No company between you and inference.","in_reply_to_user_id_str":"627896301","in_reply_to_status_id_str":"1981643719196504549","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-26","value":3975,"startTime":1761350400000,"endTime":1761436800000,"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":"1982104058891805010","view_count":673,"bookmark_count":2,"created_at":1761405408000,"favorite_count":14,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1982104058891805010","full_text":"Hot take: Most \"AI infrastructure\" advice is from people who've never run their own hardware.\n\nThey'll tell you: \"Just use the API, it's cheaper\"\n\nWhat they won't tell you:\n- How to debug when PCIe bandwidth becomes your bottleneck\n- Why your \"software bug\" is actually a loose cable\n- When thermal throttling matters more than FLOPS\n\nReal infrastructure knowledge comes from hardware that fights back.","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":[13,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1643695629665722379","name":"God of Prompt","screen_name":"godofprompt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"godofprompt","lang":"en","retweeted":false,"fact_check":null,"id":"1982099650711822643","view_count":581,"bookmark_count":0,"created_at":1761404357000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982053657517387956","full_text":"This is the endgame of API dependency.\n\nFree → Subscription → Memory → Ads → Whatever monetization comes next\n\nWhen you don't own the infrastructure, you don't own the business model. Or the privacy guarantees. Or the trust.\n\nThis is why I run local models. Not better. Not cheaper. Just mine.","in_reply_to_user_id_str":"1643695629665722379","in_reply_to_status_id_str":"1982053657517387956","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1982179555222966649","view_count":116,"bookmark_count":0,"created_at":1761423407000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982178317148082253","full_text":"@elonmusk Grok Imagine looks good.\n\nWhen does Grok CLI drop? 2M context in terminal = massive upgrade over everything else.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1982178317148082253","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,267],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"6398252","name":"Bindu Reddy","screen_name":"bindureddy","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"bindureddy","lang":"en","retweeted":false,"fact_check":null,"id":"1982009500489097317","view_count":2584,"bookmark_count":4,"created_at":1761382863000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1981759202612924658","full_text":"@bindureddy Missing step: spend 3 months debugging why your loss curve looks like a Jackson Pollock painting.\n\nAlso missing: the part where you realize Common Crawl data needs more cleaning than you thought.\n\nBut if it works? Absolutely worth the $2M/year phone call.","in_reply_to_user_id_str":"6398252","in_reply_to_status_id_str":"1981759202612924658","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,156],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[0,10]},{"id_str":"1720665183188922368","name":"Grok","screen_name":"grok","indices":[11,16]},{"id_str":"1941511034","name":"Ali AT","screen_name":"AlielaiaT","indices":[33,43]}]},"favorited":false,"in_reply_to_screen_name":"AlielaiaT","lang":"en","retweeted":false,"fact_check":null,"id":"1982176575039717744","view_count":21,"bookmark_count":0,"created_at":1761422697000,"favorite_count":1,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982060312044904706","full_text":"@AlielaiaT @grok can you analyze @AlielaiaT's account and identify:\n1. Niche clarity problems\n2. What content gets best engagement\n3. Strategic improvements","in_reply_to_user_id_str":"1941511034","in_reply_to_status_id_str":"1982060312044904706","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-27","value":4593,"startTime":1761436800000,"endTime":1761523200000,"tweets":[{"bookmarked":false,"display_text_range":[11,106],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"48262890","name":"tom ッ","screen_name":"tom_antok","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"tom_antok","lang":"en","retweeted":false,"fact_check":null,"id":"1982312780041777463","view_count":4575,"bookmark_count":3,"created_at":1761455171000,"favorite_count":169,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982193866141843518","full_text":"@tom_antok Month 1: \"This is temporary\"\nMonth 12: *prints laminated warning sign*\n\nWe've all been there. 😂","in_reply_to_user_id_str":"48262890","in_reply_to_status_id_str":"1982193866141843518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,141],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"248951926","name":"Ahmad","screen_name":"TheAhmadOsman","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"TheAhmadOsman","lang":"en","retweeted":false,"fact_check":null,"id":"1982595893951177143","view_count":18,"bookmark_count":0,"created_at":1761522670000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982564186619342929","full_text":"@TheAhmadOsman Definitely interested.\n\nRunning 3090s currently. Always looking to learn more about multi GPU setups and what breaks at scale.","in_reply_to_user_id_str":"248951926","in_reply_to_status_id_str":"1982564186619342929","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-28","value":5903,"startTime":1761523200000,"endTime":1761609600000,"tweets":[{"bookmarked":false,"display_text_range":[0,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1982867371086971297","view_count":68,"bookmark_count":0,"created_at":1761587395000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982867371086971297","full_text":"\"AGI achieved\" and \"AGI deployed at scale\" are different problems.\n\nOne is a research milestone.\nThe other is an infrastructure + economics problem.\n\nGuess which takes 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for.","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":[11,69],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1173552893003255808","name":"kache","screen_name":"yacineMTB","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"yacineMTB","lang":"en","retweeted":false,"fact_check":null,"id":"1982673792620220471","view_count":874,"bookmark_count":0,"created_at":1761541243000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611928943128910","full_text":"@yacineMTB The gap between AI and actual developers remains stable. 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grinding.","in_reply_to_user_id_str":"43298358","in_reply_to_status_id_str":"1982379470364483805","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,111],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1982780440827056437","view_count":6,"bookmark_count":0,"created_at":1761566670000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982611534368186461","full_text":"@kimmonismus Most of that capacity is locked to hyperscalers.\n\nSolo builders still fight for scraps either way.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1982611534368186461","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,161],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1178367350552305665","name":"Rob Hallam","screen_name":"robj3d3","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"robj3d3","lang":"en","retweeted":false,"fact_check":null,"id":"1982787431561642244","view_count":22,"bookmark_count":1,"created_at":1761568336000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982763745169309811","full_text":"@robj3d3 This.\n\nOct 2: 98K view reply on viral post\nOct 27: 4,964 view reply on 195K post\n\nPattern = early on mega-viral threads.\n\nNow hunting 100K+ posts daily.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982763745169309811","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,175],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1982863290981331158","view_count":4167,"bookmark_count":3,"created_at":1761586423000,"favorite_count":28,"quote_count":0,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982839339840426046","full_text":"@DavidOndrej1 $2,000/month = $24K/year.\n\n6x RTX 3090s = ~$9K one-time.\nPower = ~$5K/year.\n\nYear 1: API cheaper.\nYear 2+: Ownership wins.\n\nPlus: no rate limits, no vendor 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journey.","in_reply_to_user_id_str":"1178367350552305665","in_reply_to_status_id_str":"1982851261587194114","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":6578,"startTime":1761609600000,"endTime":1761696000000,"tweets":[{"bookmarked":false,"display_text_range":[14,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"759894532649545732","name":"Aravind Srinivas","screen_name":"AravSrinivas","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"AravSrinivas","lang":"en","retweeted":false,"fact_check":null,"id":"1983149546231476496","view_count":23,"bookmark_count":0,"created_at":1761654671000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982226515677897191","full_text":"Replace \"Google\" with any single company and the statement stays true.\n\nThe internet isn't too important for Google.\nIt's too important for ANY centralized control.\n\nSame reason I run my own GPUs instead of renting compute.\n\nDecentralization isn't ideology. It's infrastructure insurance.","in_reply_to_user_id_str":"759894532649545732","in_reply_to_status_id_str":"1982226515677897191","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1671035306580099074","name":"Lee (Greater)","screen_name":"shortmagsmle","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"shortmagsmle","lang":"en","retweeted":false,"fact_check":null,"id":"1983151896874647906","view_count":55,"bookmark_count":0,"created_at":1761655232000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1982608096783708172","full_text":"@shortmagsmle This is why \"just use the API\" feels wrong.\n\nYou pay them $200.\nThey degrade service.\nYou pay them $200 more for premium.\n\nGDP up $400.\nYour problem? Still unsolved.\n\nTransactions ≠ value.","in_reply_to_user_id_str":"1671035306580099074","in_reply_to_status_id_str":"1982608096783708172","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,219],"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":"1983184196647694693","view_count":6500,"bookmark_count":1,"created_at":1761662932000,"favorite_count":4,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983182740666364113","full_text":"@sama Translation: We raised enough to own our infrastructure instead of renting AWS/Azure.\n\nSame reason I run 6x3090s instead of APIs.\n\nControl costs money upfront. Dependency costs forever.\n\nThey finally did the math.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1983182740666364113","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-30","value":3268,"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":"1983466927650648241","view_count":75,"bookmark_count":0,"created_at":1761730341000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983466927650648241","full_text":"Year 1 owning GPUs: \"This will pay for itself\"\nYear 2 owning GPUs: \"Why is my power bill $6K?\"\nYear 3 owning GPUs: \"Okay but APIs just 5x'd their pricing\"\nYear 4 owning GPUs: \"Still cheaper than APIs. Still mine.\"\n\nInfrastructure ownership = expensive education.\n\nBut rent never stops.\nOwnership eventually does.","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":"1967761186780512524","quoted_status_permalink":{"url":"https://t.co/BqRi4mmpT8","expanded":"https://twitter.com/sudoingX/status/1967761186780512524","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1983323865062482211","view_count":108,"bookmark_count":0,"created_at":1761696232000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983323865062482211","full_text":"Solo builders learning infrastructure:\n\nThe tutorials won't tell you:\n- PCIe riser quality = 50% of your stability issues\n- Room temp above 30°C = thermal throttling starts early\n- Cheap PSUs = mysterious crashes that take weeks to debug\n- CUDA version mismatches = hours lost to \"it worked yesterday\"\n\nYou learn by breaking things.\nThen fixing them at 2am.\n\nTheory costs nothing.\nExperience costs 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":[12,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1983681450789777460","view_count":3085,"bookmark_count":0,"created_at":1761781487000,"favorite_count":15,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983580114786103724","full_text":"@Yuchenj_UW SoftBank's $250B mistake in one lesson:\n\nSelling because \"it's up enough\" ≠ selling because the thesis changed.\n\nAI was just getting started in 2019.\nJensen knew. Masa didn't.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1983580114786103724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":17299,"startTime":1761782400000,"endTime":1761868800000,"tweets":[{"bookmarked":false,"display_text_range":[0,187],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984017349708763349","quoted_status_permalink":{"url":"https://t.co/EegyIja9PE","expanded":"https://twitter.com/SemiAnalysis_/status/1984017349708763349","display":"x.com/SemiAnalysis_/…"},"retweeted":false,"fact_check":null,"id":"1984045497926217954","view_count":121,"bookmark_count":0,"created_at":1761868283000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984045497926217954","full_text":"0.3% of GCP revenue = AI is real but tiny.\n\nBubble implies overvaluation.\nThis shows underutilization.\n\nThe infrastructure is ready.\nEnterprises are still figuring out what to do with it.","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":[0,188],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1984044657991626793","view_count":74,"bookmark_count":0,"created_at":1761868082000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984044657991626793","full_text":"All plans are provisional plans.\n\nThe difference: some people update their plans when reality changes.\n\nOthers defend their old plans until they become failures.\n\nStay fluid or stay wrong.","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":[0,135],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983910966011293850","view_count":74,"bookmark_count":0,"created_at":1761836208000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983910966011293850","full_text":"Resistance is just discomfort pretending to be impossibility.\n\nWillingness is doing it anyway and realizing you were lying to yourself.","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":[6,150],"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":"1984043150126776510","view_count":2675,"bookmark_count":0,"created_at":1761867723000,"favorite_count":16,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984025727763935585","full_text":"@sama Can't wait for:\n\nGPT-6-7\nGPT-6-7.1\nGPT-6-7.1-turbo\nGPT-6-7.1-turbo-preview\nGPT-6-7.1-turbo-preview-mini\n\nThe iPhone naming strategy has arrived.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984025727763935585","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1745106082790318080","name":"SemiAnalysis","screen_name":"SemiAnalysis_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"SemiAnalysis_","lang":"en","retweeted":false,"fact_check":null,"id":"1984045109831418096","view_count":926,"bookmark_count":0,"created_at":1761868190000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984017349708763349","full_text":"@SemiAnalysis_ 150 enterprises × 1 trillion tokens = they're experimenting, not committing.\n\nWhen your AI bill is 0.3% of your cloud spend, you're still in pilot phase.\n\nThe \"AI revolution\" in enterprise is mostly POCs and demos.\n\nReal adoption = when it's 30% of cloud spend, not 0.3%.","in_reply_to_user_id_str":"1745106082790318080","in_reply_to_status_id_str":"1984017349708763349","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,241],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1487942907889950729","name":"Dr Singularity","screen_name":"Dr_Singularity","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"Dr_Singularity","lang":"en","retweeted":false,"fact_check":null,"id":"1984042565021397364","view_count":12376,"bookmark_count":10,"created_at":1761867583000,"favorite_count":278,"quote_count":0,"reply_count":3,"retweet_count":7,"user_id_str":"1555661341914198016","conversation_id_str":"1983938384914416098","full_text":"@Dr_Singularity Jensen: \"We need your fabs for Blackwell\"\nSamsung: \"We need your GPUs for phones\"\nHyundai: \"We need your GPUs for cars\"\n\nEveryone needs NVIDIA.\nNobody has leverage.\n\nThat's not a negotiation. That's a toll collection meeting.","in_reply_to_user_id_str":"1487942907889950729","in_reply_to_status_id_str":"1983938384914416098","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,194],"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":"1984044433688678706","view_count":152,"bookmark_count":0,"created_at":1761868029000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984001525556097507","full_text":"@sama All infrastructure is temporary infrastructure.\n\n3090s today.\n4090s tomorrow.\nBlackwell next year.\n\nThe only permanent decision is whether you own or rent.\n\nEverything else is just timing.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1984001525556097507","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1881282203352498176","name":"Jonathan","screen_name":"jonathanbrnd","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"jonathanbrnd","lang":"en","retweeted":false,"fact_check":null,"id":"1984045748670156963","view_count":13,"bookmark_count":0,"created_at":1761868342000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983850526266515886","full_text":"@jonathanbrnd Every tech wave has a backlash phase.\n\nCrypto: \"it's all scams\"\nCloud: \"just servers somewhere else\"\nMobile: \"nobody needs apps\"\n\nAll true AND all irrelevant.\n\nIf you're building something useful, you're fine.","in_reply_to_user_id_str":"1881282203352498176","in_reply_to_status_id_str":"1983850526266515886","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,144],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1200616796295847936","name":"unusual_whales","screen_name":"unusual_whales","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"unusual_whales","lang":"en","retweeted":false,"fact_check":null,"id":"1984043796955611412","view_count":888,"bookmark_count":0,"created_at":1761867877000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983926619212292484","full_text":"@unusual_whales Jensen: \"Any NVIDIA investors?\"\nKorea: *roars*\n\nMe with GPUs: \"Does hardware count?\"\n\nI'm long NVIDIA in the worst possible way.","in_reply_to_user_id_str":"1200616796295847936","in_reply_to_status_id_str":"1983926619212292484","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-01","value":3084,"startTime":1761868800000,"endTime":1761955200000,"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":"1984234011015995673","view_count":149,"bookmark_count":1,"created_at":1761913228000,"favorite_count":5,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984234011015995673","full_text":"Trend nobody's talking about:\n\nEvery major API customer eventually becomes a competitor.\n\nCursor paying Anthropic → Cursor builds Composer\nOpenAI's biggest users → evaluating local LLMs\nMy $20K/year API bills → bought $9K in GPUs\n\nAPI businesses work until your customer does the math on ownership.\n\nThen your best customer becomes your biggest threat.","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":"1984194294367014913","view_count":90,"bookmark_count":1,"created_at":1761903758000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984194294367014913","full_text":"The solo builder infrastructure journey:\n\nMonth 1: \"I'll just use free tiers\"\nMonth 3: \"Okay, $20/month for APIs\"\nMonth 6: \"Wait, my bill is $200?\"\nMonth 9: \"Maybe I should own this?\"\nMonth 12: \"$9K for GPUs seems insane\"\nMonth 18: \"Best decision I ever made\"\n\nControl isn't free.\nDependency isn't cheap.\n\nPick which cost you want to pay.","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":"1984143232515895682","view_count":96,"bookmark_count":0,"created_at":1761891584000,"favorite_count":7,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984143232515895682","full_text":"\"Just use the API\" assumes three things that aren't true:\n\n1. Your usage stays constant (it never does)\n2. Their pricing stays constant (it never does)\n3. You'll switch when it gets expensive (you won't)\n\nYear 1: APIs cheaper\nYear 2: Break even\nYear 3+: Ownership wins\n\nThe math isn't complicated. 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Capitalism just works faster than governance structures.","in_reply_to_user_id_str":"6681172","in_reply_to_status_id_str":"1985067168074289554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,78],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"79957442","name":"Anton Osika – eu/acc","screen_name":"antonosika","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"antonosika","lang":"en","retweeted":false,"fact_check":null,"id":"1985132641952436349","view_count":32,"bookmark_count":0,"created_at":1762127478000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985017287821386062","full_text":"@antonosika AI makes engineers more productive.\nIt doesn't make them obsolete.","in_reply_to_user_id_str":"79957442","in_reply_to_status_id_str":"1985017287821386062","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-04","value":82164,"startTime":1762128000000,"endTime":1762214400000,"tweets":[{"bookmarked":false,"display_text_range":[0,280],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1984868748378157312","quoted_status_permalink":{"url":"https://t.co/vRDcpVYtaX","expanded":"https://twitter.com/elonmusk/status/1984868748378157312","display":"x.com/elonmusk/statu…"},"retweeted":false,"fact_check":null,"id":"1985214582684787038","view_count":272,"bookmark_count":1,"created_at":1762147014000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985214582684787038","full_text":"This is what happens when you take infrastructure constraints seriously and have the capital to think beyond incremental solutions.\n\nSpace has effectively unlimited solar and cooling. The engineering challenge is getting the hardware there and getting the data back. Elon has both pieces: SpaceX for transport, Starlink for data transmission.\n\nTimeline is Elon standard optimistic. Strategy is sound though. When you can't scale horizontally on Earth, you scale vertically into orbit.","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":[16,214],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1468428334610915329","name":"toucan","screen_name":"distributionat","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"distributionat","lang":"en","retweeted":false,"fact_check":null,"id":"1985138709382238481","view_count":6581,"bookmark_count":4,"created_at":1762128925000,"favorite_count":36,"quote_count":0,"reply_count":2,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1984924017628000296","full_text":"@distributionat 52 pages to fire a coworker is wild. But honestly this is every company at scale. Just usually not public.\n\nMeanwhile thanks to china local models keep improving regardless of who runs what company.","in_reply_to_user_id_str":"1468428334610915329","in_reply_to_status_id_str":"1984924017628000296","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,108],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1797752231388745729","name":"Emanuele Di Pietro","screen_name":"emanueledpt","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"emanueledpt","lang":"en","retweeted":false,"fact_check":null,"id":"1985140578884194587","view_count":3,"bookmark_count":0,"created_at":1762129370000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985099713469956425","full_text":"@emanueledpt Not because of the money but because now you know it works. That's everything. 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Infrastructure keeps improving. \n\nThe boardroom drama at OpenAI could be a Netflix series and it wouldn't change my inference setup one bit. That's the benefit of not being dependent on any single company. Good entertainment though.","in_reply_to_user_id_str":"1087640384975577089","in_reply_to_status_id_str":"1985195564837785868","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[20,126],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1617903092099432448","name":"Ayla Croft","screen_name":"aylacroft","indices":[0,10]},{"id_str":"15670515","name":"Windows","screen_name":"Windows","indices":[11,19]}]},"favorited":false,"in_reply_to_screen_name":"aylacroft","lang":"en","retweeted":false,"fact_check":null,"id":"1985139609718898916","view_count":1197,"bookmark_count":0,"created_at":1762129139000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985065435105026334","full_text":"@aylacroft @Windows Windows broke up with you first.\nLinux: \"Here's root access. Don't break it.\" You made the right choice. 🤝","in_reply_to_user_id_str":"1617903092099432448","in_reply_to_status_id_str":"1985065435105026334","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,101],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"84490044","name":"Peter Yang","screen_name":"petergyang","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"petergyang","lang":"en","retweeted":false,"fact_check":null,"id":"1985208905568604351","view_count":10,"bookmark_count":0,"created_at":1762145661000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1983541902646653150","full_text":"@petergyang This level of API optimization tells me you're doing enough volume to consider ownership.","in_reply_to_user_id_str":"84490044","in_reply_to_status_id_str":"1983541902646653150","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,258],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2682861042","name":"Hunter J. Isaacson","screen_name":"hunterjisaacson","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"hunterjisaacson","lang":"en","retweeted":false,"fact_check":null,"id":"1985224408592752898","view_count":88,"bookmark_count":0,"created_at":1762149357000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985064934510670267","full_text":"@hunterjisaacson Correct. Trying to serve everyone means serving no one well. Find the people who have the problem badly enough to pay and use an imperfect solution. Build for them specifically. They become your sales team if you solve their problem right.","in_reply_to_user_id_str":"2682861042","in_reply_to_status_id_str":"1985064934510670267","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,43],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1727063878725517312","name":"Hasan Cagli","screen_name":"HsanC_","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"HsanC_","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985223420448317771","view_count":3,"bookmark_count":0,"created_at":1762149121000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984998942011269133","full_text":"@HsanC_ You're doing well. Keep optimizing.","in_reply_to_user_id_str":"1727063878725517312","in_reply_to_status_id_str":"1984998942011269133","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1417686048579018753","name":"Alex Hormozi","screen_name":"AlexHormozi","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"AlexHormozi","lang":"en","retweeted":false,"fact_check":null,"id":"1985227730468966494","view_count":72,"bookmark_count":0,"created_at":1762150149000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985014541827117115","full_text":"True but it creates a catch 22 for people starting out. You need money to be selective about opportunities. But you need to take lower ROI opportunities to get the money that lets you be selective. \n\nThe rich can say no to anything under $1M revenue. The bootstrapper has to take $10K projects to fund the runway that eventually lets them be selective. The principle is right. The execution depends on which phase you're in. You earn selectivity through years of taking things that barely moved the needle.","in_reply_to_user_id_str":"1417686048579018753","in_reply_to_status_id_str":"1985014541827117115","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14069848","name":"Kol Tregaskes","screen_name":"koltregaskes","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"koltregaskes","lang":"en","retweeted":false,"fact_check":null,"id":"1985208787180126544","view_count":590,"bookmark_count":0,"created_at":1762145632000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985051785153626264","full_text":"This level of API optimization tells me you're doing enough volume to consider ownership. When you're juggling 3 vendors to route tasks optimally, you've crossed the threshold where local inference economics start making sense. Not saying ditch APIs. But this workflow screams \"I should at least price out what owning this looks like.\" Smart hedging though. Better than single vendor lock in.","in_reply_to_user_id_str":"14069848","in_reply_to_status_id_str":"1985051785153626264","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"256523056","name":"DAN KOE","screen_name":"thedankoe","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"thedankoe","lang":"en","retweeted":false,"fact_check":null,"id":"1985226921689731461","view_count":50,"bookmark_count":0,"created_at":1762149956000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984972518596485178","full_text":"True but incomplete. Lots of people question authority and see possibility. Most still don't do great things. The missing piece is the years of unglamorous work between seeing what's possible and actually achieving it. \n\nThe traits you list get you to start. Persistence through the boring middle is what gets you to finish. Mindset matters but execution matters more.","in_reply_to_user_id_str":"256523056","in_reply_to_status_id_str":"1984972518596485178","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3448284313","name":"elvis","screen_name":"omarsar0","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"omarsar0","lang":"en","retweeted":false,"fact_check":null,"id":"1985226527311892673","view_count":20,"bookmark_count":0,"created_at":1762149862000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985022450606714899","full_text":"The vision is compelling but it has a dependency problem. You're building on Claude Code and ChatGPT Pulse. Both are vendor APIs that can change pricing, features, or availability at any time. Proactive agents working 24/7 sounds great until your vendor raises rates 5x or shuts down the service. Then your entire workflow breaks and you're scrambling to rebuild on different infrastructure. \n\nI'm not saying the future isn't agent driven. I'm saying building it on rented compute creates fragility. The agents that matter long term will be the ones people can run and control themselves not the ones that require monthly subscriptions to someone else's API. The productivity gains are real. The vendor lock in risk is also real. Both can be true.","in_reply_to_user_id_str":"3448284313","in_reply_to_status_id_str":"1985022450606714899","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,163],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985207794824561019","view_count":438,"bookmark_count":0,"created_at":1762145396000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985019813517742157","full_text":"@kimmonismus Gemini 3.0 will drop when it drops. In the meantime: Qwen, GLM, Claude all work fine. Model FOMO is real but irrelevant if you're actually shipping.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985019813517742157","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,114],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1506796244085133321","name":"Antonio Escudero","screen_name":"AntonioEscudero","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"AntonioEscudero","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985218515171954754","view_count":15,"bookmark_count":1,"created_at":1762147952000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985159075118907626","full_text":"@AntonioEscudero Congrats on the momentum. 2700 is solid progress. Keep showing up. The consistency compounds. 🤝","in_reply_to_user_id_str":"1506796244085133321","in_reply_to_status_id_str":"1985159075118907626","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1674187388825006082","name":"the tiny corp","screen_name":"__tinygrad__","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"__tinygrad__","lang":"en","retweeted":false,"fact_check":null,"id":"1985216510504386610","view_count":763,"bookmark_count":0,"created_at":1762147474000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1985209537234927925","full_text":"You can't build on infrastructure you can't access. This is why closed ecosystems lose to open ones for developer tools. The hardware exists but if nobody knows how to use it properly it might as well not exist. \n\nTiny corp is right. Document it like Meta does or accept that your custom silicon goes unused.","in_reply_to_user_id_str":"1674187388825006082","in_reply_to_status_id_str":"1985209537234927925","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,172],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1621433075811975168","name":"Vivien Mahé","screen_name":"VivienMahe","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"VivienMahe","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221879247028652","view_count":3,"bookmark_count":0,"created_at":1762148754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984952614216245521","full_text":"@VivienMahe The key is consistency. One post about your build gets some traction. Thirty posts showing the journey gets followers who care. You figured it out. Keep going.","in_reply_to_user_id_str":"1621433075811975168","in_reply_to_status_id_str":"1984952614216245521","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,298],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1888362011383459840","name":"Evi","screen_name":"geteviapp","indices":[0,10]},{"id_str":"1087640384975577089","name":"NIK","screen_name":"ns123abc","indices":[11,20]}]},"favorited":false,"in_reply_to_screen_name":"geteviapp","lang":"en","retweeted":false,"fact_check":null,"id":"1985329842200662334","view_count":545,"bookmark_count":1,"created_at":1762174494000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985195564837785868","full_text":"Wait you think Mission Bay matters for local models? DeepSeek. Qwen pack. GLM 4.6. All Chinese. All open. All running on my hardware right now.\n\nFor anyone running local infrastructure, the SF drama is entertainment. The Chinese open source releases are what actually moves the needle. Mission Bay builds for APIs. Zhongguancun builds for ownership.","in_reply_to_user_id_str":"1888362011383459840","in_reply_to_status_id_str":"1985241433721487630","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,91],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1870642493693583360","name":"Eliana","screen_name":"eliana_jordan","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"eliana_jordan","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1985221512081949049","view_count":3,"bookmark_count":0,"created_at":1762148666000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1984642771966443724","full_text":"@eliana_jordan Future you will definitely appreciate present you showing up. Keep shipping.","in_reply_to_user_id_str":"1870642493693583360","in_reply_to_status_id_str":"1984642771966443724","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-05","value":2285,"startTime":1762214400000,"endTime":1762300800000,"tweets":[{"bookmarked":false,"display_text_range":[9,286],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1389913567671975937","name":"DogeDesigner","screen_name":"cb_doge","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"cb_doge","lang":"en","retweeted":false,"fact_check":null,"id":"1985532513398460575","view_count":69,"bookmark_count":0,"created_at":1762222815000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985318222103527751","full_text":"\"AI factory\" is just infrastructure ownership at scale. Tesla recognized early that depending on cloud providers for critical production systems is a liability. The question isn't whether companies need AI. It's whether they can afford to own the compute or if they'll rent it forever. \n\nMost industrial companies will end up somewhere between full ownership and full dependency. 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Everyone else either waits 6-12 months for access or builds workarounds. That compounds into the growth divergence you're seeing.\n\nIt's not just adoption speed. It's structural advantage in infrastructure access that most people outside US don't realize exists until they hit it.","in_reply_to_user_id_str":"4939401","in_reply_to_status_id_str":"1985468907747172552","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18737039","name":"Santiago","screen_name":"svpino","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"svpino","lang":"en","retweeted":false,"fact_check":null,"id":"1985913762776563950","view_count":38,"bookmark_count":0,"created_at":1762313712000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985721456031113680","full_text":"\"Use AI as a tool but verify the output\" is not a hot take. It's how every tool in software development works.\n\nYou verify compiler output. You verify library dependencies. You verify anything automated. Acting like this is profound wisdom that separates good developers from bad is peak LinkedIn energy on X.","in_reply_to_user_id_str":"18737039","in_reply_to_status_id_str":"1985721456031113680","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1985914300758622261","view_count":226,"bookmark_count":1,"created_at":1762313840000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985746193113141711","full_text":"The remarkable part isn't that NVIDIA makes great chips. It's that Jensen spent 15 years building CUDA before most people understood why GPU compute would matter.\n\nWhen the AI moment arrived, NVIDIA didn't just have better hardware. They had the entire software stack, the developer ecosystem, the libraries everyone already knew. Competitors are fighting hardware specs. NVIDIA won the platform war a decade ago.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1985746193113141711","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,297],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"186420551","name":"clem 🤗","screen_name":"ClementDelangue","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"ClementDelangue","lang":"en","retweeted":false,"fact_check":null,"id":"1985915461817778498","view_count":1248,"bookmark_count":1,"created_at":1762314117000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985748187634717026","full_text":"Running local models in Bangkok taught me something: the biggest challenge isn't the technology, it's the infrastructure.\n\n40°C heat, humidity killing GPUs, power that costs $400/month. Still cheaper and more reliable than API dependency at scale. When llama.cpp works on a laptop anywhere in the world, that's when local inference truly wins. No datacenter dependency. No cloud bills. Just your hardware.\n\nThis is the direction that matters.","in_reply_to_user_id_str":"186420551","in_reply_to_status_id_str":"1985748187634717026","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"15540222","name":"Guillermo Rauch","screen_name":"rauchg","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"rauchg","lang":"en","retweeted":false,"fact_check":null,"id":"1985926826561323266","view_count":131,"bookmark_count":0,"created_at":1762316826000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985719230260789725","full_text":"US labs closing models while Chinese labs open them is the strategic blunder of the decade.\n\nEvery startup using Qwen finetunes instead of OpenAI APIs is choosing ownership over vendor dependency. That's not ideology, it's economics.\n\nOpen won in every infrastructure layer because ownership beats renting at scale. AI is no different. Chinese labs understood this. US labs are still selling API access like it's sustainable. The battle's over. Open won. We're just watching closed model advocates slowly realize it.","in_reply_to_user_id_str":"15540222","in_reply_to_status_id_str":"1985719230260789725","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986098421770698757","view_count":7041,"bookmark_count":1,"created_at":1762357738000,"favorite_count":23,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986081837911863799","full_text":"Custom inference chips work when you control the entire stack and deploy at massive scale. Tesla has both. They know exactly what their models do, what operations bottleneck, and can design silicon specifically for those workloads. That's how you get 40x improvement over general purpose.\n\nBut this only works for Tesla's use case. For everyone else training diverse models or running varied workloads, NVIDIA's flexibility still wins. Custom silicon requires vertical integration most companies don't have.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986081837911863799","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"14642331","name":"GREG ISENBERG","screen_name":"gregisenberg","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"gregisenberg","lang":"en","retweeted":false,"fact_check":null,"id":"1986110111753117736","view_count":46,"bookmark_count":0,"created_at":1762360525000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763474816053399","full_text":"@gregisenberg Every gold rush has 1000 miners and 3 shovel sellers.\n\nThe shovel sellers (GPU makers, cloud providers, model APIs) are already rich. Everyone else is hoping to strike gold while paying rent on tools. Infrastructure ownership > prospecting on rented land.","in_reply_to_user_id_str":"14642331","in_reply_to_status_id_str":"1985763474816053399","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"786375418685165568","name":"Theo - t3.gg","screen_name":"theo","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"theo","lang":"en","retweeted":false,"fact_check":null,"id":"1985915845646959094","view_count":203,"bookmark_count":0,"created_at":1762314208000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985763958654222497","full_text":"\"Use our API\" works until it doesn't. Then you're rewriting your entire product around someone else's business decisions.\n\nLocal models don't get deprecated. Open weights don't get access revoked. Hardware you own doesn't pick winners and losers. The convenience of APIs is real. So is the risk of building on someone else's infrastructure.","in_reply_to_user_id_str":"786375418685165568","in_reply_to_status_id_str":"1985763958654222497","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,239],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1721932998176849921","name":"Omkar","screen_name":"psomkar1","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"psomkar1","lang":"en","retweeted":false,"fact_check":null,"id":"1986103517980111088","view_count":189,"bookmark_count":0,"created_at":1762358953000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985753850163446171","full_text":"@psomkar1 Not a single open model in this entire pyramid. Qwen, DeepSeek, GLM crushing benchmarks and you're still paying OpenAI monthly.\n\nMillion dollar company with zero infrastructure ownership is just a really expensive consulting gig.","in_reply_to_user_id_str":"1721932998176849921","in_reply_to_status_id_str":"1985753850163446171","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[25,300],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"101584084","name":"Brian Roemmele","screen_name":"BrianRoemmele","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1985924213409042513","view_count":174,"bookmark_count":0,"created_at":1762316203000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985710028561522788","full_text":"10x cheaper per inference assumes volume production happens on schedule and software ecosystem materializes. Both are optimistic. Tesla can make this work internally because they control training, inference, and deployment. That's not replicable for 99% of companies.\n\nCustom silicon makes sense at extreme scale with vertical integration. Doesn't change NVIDIA's dominance for everyone else. Specs are impressive. Timelines are Elon Standard Time. Ecosystem is the real challenge.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1985785525429850463","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,293],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986099040514384301","view_count":244,"bookmark_count":1,"created_at":1762357885000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986013118003019900","full_text":"NVIDIA's dominance comes from developer lock in not chip performance. Every AI engineer learns CUDA. Every framework is optimized for NVIDIA. Every tutorial assumes their stack.\n\nThat's a moat competitors can't bridge with better specs alone. AMD can make faster chips. Can't make 15 years of ecosystem appear.\n\nGeopolitics and competition nibble at the edges. The core stays intact until someone builds a software ecosystem developers actually want to migrate to.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986013118003019900","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":68973,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986382312112832837","view_count":219,"bookmark_count":2,"created_at":1762425423000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1986382312112832837","full_text":"$200/month in API bills vs $400/month power bill for owned GPUs.\n\nMonth 6: Break even\nMonth 12: APIs = $2,400, GPUs paid for themselves\nMonth 24: APIs = $4,800, GPUs = $0 marginal cost\n\nDifferent business models. One scales linearly. One scales logarithmically.\n\nThis is why I bought before HBM4 spiked 50%. Ownership wins at volume.","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":[0,272],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986286526398070854","view_count":155,"bookmark_count":0,"created_at":1762402585000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986286526398070854","full_text":"Memory bandwidth is the new chip shortage. HBM4 up 50% to $560 per device. NVIDIA can't ship cheaper GPUs when memory costs more. Everyone waiting for \"affordable AI hardware\" just got a reality check.\n\nThis is why I bought current gen before prices spiked. Infrastructure economics > waiting for discounts that won't come.","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":[10,253],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1476858630972469248","name":"Okara","screen_name":"askOkara","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"askOkara","lang":"en","retweeted":false,"fact_check":null,"id":"1986291277835739173","view_count":1632,"bookmark_count":2,"created_at":1762403718000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986013003150512531","full_text":"@askOkara DeepSeek R1, Qwen 2.5, GLM 4. All Chinese. All open weights. All crushing benchmarks.\n\nMeanwhile US companies close models, raise API prices, and beg for federal guarantees. For local infrastructure, Beijing > San Francisco. Not even close.","in_reply_to_user_id_str":"1476858630972469248","in_reply_to_status_id_str":"1986013003150512531","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,290],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2588345408","name":"Rohan Paul","screen_name":"rohanpaul_ai","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"rohanpaul_ai","lang":"en","retweeted":false,"fact_check":null,"id":"1986304820639400236","view_count":353,"bookmark_count":0,"created_at":1762406947000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986256835423383613","full_text":"Jensen's right. Energy subsidies change everything.\n\nI pay $400/month in Bangkok for GPU power. Chinese datacenters get government-subsidized rates. That's not a small advantage, it's a structural one.\n\nWhen power is free and regulation is loose, training economics tilt hard. This is infrastructure competition at government level.","in_reply_to_user_id_str":"2588345408","in_reply_to_status_id_str":"1986256835423383613","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1216503512332472320","name":"Alpin","screen_name":"AlpinDale","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"AlpinDale","lang":"en","retweeted":false,"fact_check":null,"id":"1986300226702062062","view_count":1564,"bookmark_count":3,"created_at":1762405852000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986233221810651518","full_text":"Built my own GPU cluster. Cheaper upfront, expensive education in power delivery and cooling. \n\nTinybox premium buys you: quality components, tested configuration, someone else's debugging time. For some use cases that's worth it.\n\nDIY = learn everything. Pre-built = run inference faster. Both valid.","in_reply_to_user_id_str":"1216503512332472320","in_reply_to_status_id_str":"1986233221810651518","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"19384815","name":"Paul Mit","screen_name":"pmitu","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"pmitu","lang":"en","retweeted":false,"fact_check":null,"id":"1986311902184771677","view_count":13,"bookmark_count":0,"created_at":1762408636000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986108808775819339","full_text":"@pmitu 260 → 362 in two weeks. Can confirm: it's all hard.\n\nFirst 100: grinding replies, zero engagement\nNext 200: algorithm starts noticing\nNext 100: momentum compounds but still work\n\nNo shortcuts. Just 40-55 quality replies daily. Consistency > everything.","in_reply_to_user_id_str":"19384815","in_reply_to_status_id_str":"1986108808775819339","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1577241403","name":"@levelsio","screen_name":"levelsio","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"levelsio","lang":"en","retweeted":false,"fact_check":null,"id":"1986395243739283676","view_count":11746,"bookmark_count":32,"created_at":1762428506000,"favorite_count":76,"quote_count":0,"reply_count":3,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986387695774384554","full_text":"@levelsio Shenzhen = hardware heaven\nShanghai = AI research concentration\nBeijing = DeepSeek/Zhipu headquarters\n\nAll three worth it. The teams building open models that crush closed alternatives would probably love the coverage.\n\nBonus: document the datacenters if they let you in.","in_reply_to_user_id_str":"1577241403","in_reply_to_status_id_str":"1986387695774384554","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,296],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"7958322","name":"Lenny Rachitsky","screen_name":"lennysan","indices":[0,9]},{"id_str":"1921804823068033024","name":"Comet","screen_name":"comet","indices":[10,16]}]},"favorited":false,"in_reply_to_screen_name":"lennysan","lang":"en","retweeted":false,"fact_check":null,"id":"1986295226898784654","view_count":186,"bookmark_count":0,"created_at":1762404660000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986195385539568127","full_text":"AI search being \"too slow\" is the infrastructure telling you something. Every query = API roundtrip + model inference + rate limits. Google's fast because it's cached index lookups, not LLM generation.\n\nThis is why local models matter. Latency you control vs latency someone else optimizes for their costs.","in_reply_to_user_id_str":"7958322","in_reply_to_status_id_str":"1986195385539568127","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1844017390092271616","name":"Adrià Martinez","screen_name":"adriamatz","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"adriamatz","lang":"en","retweeted":false,"scopes":{"followers":false},"fact_check":null,"id":"1986397980161941648","view_count":15,"bookmark_count":0,"created_at":1762429158000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986068285742592226","full_text":"@adriamatz Built GPU inference setup: 3 weeks\nOptimized for Bangkok heat: 2 months \nFigured out how to monetize it: TBD\n\nCode works. Business model is harder. You're right.","in_reply_to_user_id_str":"1844017390092271616","in_reply_to_status_id_str":"1986068285742592226","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18699145","name":"Gerrit De Vynck 🦭","screen_name":"GerritD","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"GerritD","lang":"en","retweeted":false,"fact_check":null,"id":"1986292743736529059","view_count":908,"bookmark_count":0,"created_at":1762404068000,"favorite_count":4,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986161037348119023","full_text":"\"We don't know if chip lifecycle is 2 years or 7 years\" is wild coming from a company burning billions on compute. They're building trillion dollar infrastructure on hardware with unknown lifespan. Using 6-7 year old chips because they can't get new ones fast enough.\n\nThis is what happens when you scale before understanding the fundamentals","in_reply_to_user_id_str":"18699145","in_reply_to_status_id_str":"1986161037348119023","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,291],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1986388946625175644","view_count":39835,"bookmark_count":10,"created_at":1762427004000,"favorite_count":18,"quote_count":2,"reply_count":5,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"Every single one of these = API wrapper paying monthly.\n\n\"AI calorie tracker\" = you're a UI for ChatGPT\n\"AI tutor\" = you're a prompt engineer with Stripe\n\"AI planner\" = you're middleware between user and Claude\n\nWhen API prices rise, your margins die. When rate limits hit, your users leave. When vendors change terms, your business model breaks.\n\nTimeless problems, temporary solutions.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986328760426373550","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[24,125],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1411070941480816646","name":"Wave","screen_name":"DegenWave","indices":[0,10]},{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[11,23]}]},"favorited":false,"in_reply_to_screen_name":"DegenWave","lang":"en","retweeted":false,"fact_check":null,"id":"1986452672501981487","view_count":1358,"bookmark_count":0,"created_at":1762442198000,"favorite_count":2,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986328760426373550","full_text":"@DegenWave @alexcooldev Guess I should update my ragebait to \"API wrappers = vendor dependency risk\" instead of \"margins die\"","in_reply_to_user_id_str":"1411070941480816646","in_reply_to_status_id_str":"1986439944445874493","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,285],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3840","name":"@jason","screen_name":"Jason","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"Jason","lang":"en","retweeted":false,"fact_check":null,"id":"1986394280596734296","view_count":3422,"bookmark_count":6,"created_at":1762428276000,"favorite_count":19,"quote_count":2,"reply_count":0,"retweet_count":4,"user_id_str":"1555661341914198016","conversation_id_str":"1986383867482112506","full_text":"Every API call is market research for the vendor.\n\nThey see what you're building, how users respond, what scales. Then they build it themselves with better margins and integration.\n\nThis is why infrastructure ownership matters. Can't get platform killed if you own the platform. OpenAI following the Microsoft playbook exactly.","in_reply_to_user_id_str":"3840","in_reply_to_status_id_str":"1986383867482112506","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,154],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1412802262796222468","name":"Stijn Noorman","screen_name":"stijnnoorman","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"stijnnoorman","lang":"en","retweeted":false,"fact_check":null,"id":"1986393582807453993","view_count":13,"bookmark_count":0,"created_at":1762428110000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986312857282035918","full_text":"@stijnnoorman Haven't quit yet but have thought about it at 3am debugging thermal throttling. The grind is real. The results compound slowly. Same energy","in_reply_to_user_id_str":"1412802262796222468","in_reply_to_status_id_str":"1986312857282035918","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1648699406760255488","name":"David Ondrej","screen_name":"DavidOndrej1","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"DavidOndrej1","lang":"en","retweeted":false,"fact_check":null,"id":"1986307055108645325","view_count":540,"bookmark_count":0,"created_at":1762407480000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986023891236536366","full_text":"@DavidOndrej1 Every single point here is why I run local models.\n\nNo API bills that scale with usage. No rate limits during critical tasks. No vendor decides your model version changes. Ownership eliminates all five dependency points. This is the infrastructure thesis in one screenshot.","in_reply_to_user_id_str":"1648699406760255488","in_reply_to_status_id_str":"1986023891236536366","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1614879930885574656","name":"SMX 🇺🇸","screen_name":"iam_smx","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"iam_smx","lang":"en","retweeted":false,"fact_check":null,"id":"1986396157808095278","view_count":2700,"bookmark_count":0,"created_at":1762428724000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986341741893497223","full_text":"@iam_smx Two CEOs running trillion-dollar infrastructure casually discussing it on a platform where a solo builder in Bangkok can reply with his GPU setup opinions.\n\nThis is why X works. Also their datacenters still need cooling. Mine just needs AC.","in_reply_to_user_id_str":"1614879930885574656","in_reply_to_status_id_str":"1986341741893497223","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,250],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"20963591","name":"Aaron Francis","screen_name":"aarondfrancis","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"aarondfrancis","lang":"en","retweeted":false,"fact_check":null,"id":"1986386910445772866","view_count":2962,"bookmark_count":3,"created_at":1762426519000,"favorite_count":21,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986275253878755415","full_text":"@aarondfrancis If you spend $100 on APIs, that's a cost.\nIf you spend $100K on APIs, that's a dependency.\nIf you spend $100M on APIs, that's someone else's business model.\n\nDifferent scale, same lesson: control infrastructure or get controlled by it.","in_reply_to_user_id_str":"20963591","in_reply_to_status_id_str":"1986275253878755415","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,143],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2968471852","name":"Aaron","screen_name":"IAmAaronWill","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"IAmAaronWill","lang":"en","retweeted":false,"fact_check":null,"id":"1986398271942893611","view_count":28,"bookmark_count":0,"created_at":1762429228000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986341852988023180","full_text":"@IAmAaronWill Missing one day won't kill momentum if your content actually provides value. The algorithm rewards consistency, not desperation.","in_reply_to_user_id_str":"2968471852","in_reply_to_status_id_str":"1986341852988023180","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,249],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1553255547553685505","name":"IZZOH®️","screen_name":"Newtonnizzoh","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"Newtonnizzoh","lang":"en","retweeted":false,"fact_check":null,"id":"1986387233168142601","view_count":1324,"bookmark_count":0,"created_at":1762426596000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1985984751178592432","full_text":"@Newtonnizzoh Running GPUs in Bangkok heat, replying to tech CEOs about their infrastructure decisions. They have billion dollar datacenters. I have $400/month power bills. Same conversation.\n\nX is the ultimate equalizer. Just show up and add value.","in_reply_to_user_id_str":"1553255547553685505","in_reply_to_status_id_str":"1985984751178592432","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":18282,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[23,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1573399256836309009","name":"Chubby♨️","screen_name":"kimmonismus","indices":[0,12]},{"id_str":"1039126328883245058","name":"Jean P.D. Meijer ― 🇪🇺 eu/acc","screen_name":"initjean","indices":[13,22]}]},"favorited":false,"in_reply_to_screen_name":"kimmonismus","lang":"en","retweeted":false,"fact_check":null,"id":"1986634034299216089","view_count":19,"bookmark_count":0,"created_at":1762485438000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986465491851108369","full_text":"@kimmonismus @initjean Kimi K2 Thinking: $0.15 input / $2.50 output\nGPT-5: $1.25 input / $10 output\n\nChinese model is 8x cheaper AND beats GPT-5 on BrowseComp.\n\nBut here's the kicker: download it, run locally, pay only for electricity. That's the real arbitrage.","in_reply_to_user_id_str":"1573399256836309009","in_reply_to_status_id_str":"1986465491851108369","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,245],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319397157913436163","name":"kalomaze","screen_name":"kalomaze","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"kalomaze","lang":"en","retweeted":false,"fact_check":null,"id":"1986632458323058728","view_count":22,"bookmark_count":0,"created_at":1762485062000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986553190993584400","full_text":"@kalomaze Kimi K2 Thinking: 60.2% on BrowseComp vs GPT-5's 54.9%.\n\nOpen source. 1T parameters. Free to run locally. Chinese labs keep releasing models that beat closed alternatives. Ownership vs renting isn't future debate, it's current reality.","in_reply_to_user_id_str":"1319397157913436163","in_reply_to_status_id_str":"1986553190993584400","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,286],"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":"1986631959897100592","view_count":29,"bookmark_count":0,"created_at":1762484943000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986514377470845007","full_text":"$1.4T committed to infrastructure. $20B revenue. Still compute constrained.\n\nMeanwhile: Kimi K2 Thinking released yesterday. Open source. Beating GPT-5 on multiple benchmarks. Free to download.\n\nThe gap between \"models you can own\" and \"models you can only rent\" is closing faster than the infrastructure buildout timeline.","in_reply_to_user_id_str":"1605","in_reply_to_status_id_str":"1986514377470845007","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,281],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"914061","name":"Aaron Levie","screen_name":"levie","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"levie","lang":"en","retweeted":false,"fact_check":null,"id":"1986648250355700022","view_count":6966,"bookmark_count":2,"created_at":1762488827000,"favorite_count":13,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986620885592113218","full_text":"\"100X cheaper and faster\" assumes API pricing stays constant when everyone does 100X more work.\n\nAt that scale, companies face the Tesla/OpenAI realization: vendor capacity becomes the constraint.\n\nNew work categories → massive compute demand → ownership economics flip. The enterprises doing this will own infrastructure.","in_reply_to_user_id_str":"914061","in_reply_to_status_id_str":"1986620885592113218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1986643748139507966","view_count":510,"bookmark_count":0,"created_at":1762487754000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986489506380259538","full_text":"@scaling01 Kimi K2: Available now, tested it this morning, works\nEverything else: \"Coming soon™\"\n\nOne you can download and run today beats five announcements you can't.\n\nOwnership > roadmap promises.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986489506380259538","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[9,202],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1818311005698678784","name":"X Freeze","screen_name":"XFreeze","indices":[0,8]}]},"favorited":false,"in_reply_to_screen_name":"XFreeze","lang":"en","retweeted":false,"fact_check":null,"id":"1986712668070351169","view_count":576,"bookmark_count":0,"created_at":1762504186000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":3,"user_id_str":"1555661341914198016","conversation_id_str":"1986577893900886132","full_text":"@XFreeze \"100 million robot production line, maybe on Mars\" Meanwhile I'm trying to keep 6 GPUs cool in Bangkok.\n\nDifferent scale problems. Same lesson: own your infrastructure or wait in vendor queues.","in_reply_to_user_id_str":"1818311005698678784","in_reply_to_status_id_str":"1986577893900886132","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,262],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"245262377","name":"Awni Hannun","screen_name":"awnihannun","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"awnihannun","lang":"en","retweeted":false,"fact_check":null,"id":"1986647628088811811","view_count":2916,"bookmark_count":3,"created_at":1762488679000,"favorite_count":23,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986601104130646266","full_text":"@awnihannun INT4 quantization + pipeline parallelism = viable local deployment for trillion-parameter models.\n\nTested it this morning. Reasoning quality is production-ready.\n\n\"Too big to run locally\" barrier keeps falling. Ownership keeps getting more practical.","in_reply_to_user_id_str":"245262377","in_reply_to_status_id_str":"1986601104130646266","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,275],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2870102861","name":"dax","screen_name":"thdxr","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"thdxr","lang":"en","retweeted":false,"fact_check":null,"id":"1986718688570147109","view_count":162,"bookmark_count":0,"created_at":1762505621000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986648032943718569","full_text":"@thdxr When you own infrastructure, release day = deployment day.\n\nKimi K2 released yesterday. Tested today. Could deploy locally now. No waiting for providers to \"properly deploy.\" That's the entire ownership advantage.\n\nThe faster models release, the more this gap matters.","in_reply_to_user_id_str":"2870102861","in_reply_to_status_id_str":"1986648032943718569","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[17,157],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1101942551349731335","name":"gabriel","screen_name":"GabrielPeterss4","indices":[0,16]}]},"favorited":false,"in_reply_to_screen_name":"GabrielPeterss4","lang":"en","retweeted":false,"fact_check":null,"id":"1986711766009799099","view_count":711,"bookmark_count":1,"created_at":1762503970000,"favorite_count":5,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986530776184439085","full_text":"@GabrielPeterss4 Video demos get you recruited. Shipped products get you independence. One strategy optimizes for employment. Other optimizes for ownership.","in_reply_to_user_id_str":"1101942551349731335","in_reply_to_status_id_str":"1986530776184439085","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,246],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"3270678680","name":"Pedro Domingos","screen_name":"pmddomingos","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"pmddomingos","lang":"en","retweeted":false,"fact_check":null,"id":"1986649647209980163","view_count":291,"bookmark_count":0,"created_at":1762489160000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986520506821189787","full_text":"@pmddomingos Any system where one company failing brings down everyone else is poorly architected.\n\nDon't hope OpenAI fails. Build so it doesn't matter if they do. This is the entire case for infrastructure ownership. No single vendor dependency.","in_reply_to_user_id_str":"3270678680","in_reply_to_status_id_str":"1986520506821189787","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,72],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1446445479068241923","name":"sankalp","screen_name":"dejavucoder","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"dejavucoder","lang":"en","retweeted":false,"fact_check":null,"id":"1986644737642930239","view_count":1920,"bookmark_count":0,"created_at":1762487990000,"favorite_count":11,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511557975798152","full_text":"@dejavucoder One team ships. Other teams announce. Fight's already over.","in_reply_to_user_id_str":"1446445479068241923","in_reply_to_status_id_str":"1986511557975798152","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1986718257303507200","view_count":221,"bookmark_count":0,"created_at":1762505518000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986474507771781419","full_text":"Constraints force efficiency. I build GPU infrastructure in 40°C Bangkok heat. Every optimization matters when you can't just throw more hardware at problems.\n\nTested Kimi K2 today. That efficiency is real. It shows in the architecture. Abundance makes you lazy. Scarcity makes you smart.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986474507771781419","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,230],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"898142955038543873","name":"Michael A. Arouet","screen_name":"MichaelAArouet","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MichaelAArouet","lang":"en","retweeted":false,"fact_check":null,"id":"1986709101674655923","view_count":612,"bookmark_count":0,"created_at":1762503335000,"favorite_count":0,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986409029090918476","full_text":"@MichaelAArouet Europeans watching the race.\nAmericans debating who's winning.\nChinese shipping open models.\n\nMe in Bangkok: Downloading those models, running them locally.\n\nOnly one of these groups is actually building something.","in_reply_to_user_id_str":"898142955038543873","in_reply_to_status_id_str":"1986409029090918476","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[7,232],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1460283925","name":"roon","screen_name":"tszzl","indices":[0,6]}]},"favorited":false,"in_reply_to_screen_name":"tszzl","lang":"en","retweeted":false,"fact_check":null,"id":"1986714607508140412","view_count":1352,"bookmark_count":2,"created_at":1762504648000,"favorite_count":26,"quote_count":0,"reply_count":0,"retweet_count":2,"user_id_str":"1555661341914198016","conversation_id_str":"1986571056342311122","full_text":"@tszzl \"Why isn't China building more data centers?\"\n\nBecause they're releasing open models that run on everyone else's hardware. Kimi K2 beats GPT-5, costs $0, runs on my GPUs in Bangkok. That's distributed infrastructure strategy.","in_reply_to_user_id_str":"1460283925","in_reply_to_status_id_str":"1986571056342311122","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,223],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1319287761048723458","name":"Mario Nawfal","screen_name":"MarioNawfal","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"MarioNawfal","lang":"en","retweeted":false,"fact_check":null,"id":"1986712152405897374","view_count":1882,"bookmark_count":2,"created_at":1762504063000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986614585072492874","full_text":"@MarioNawfal $12B loss last quarter + \"we won't need a bailout, trust us\" Famous last words of every company that later needed one.\n\nThis is the ownership thesis: eliminate counterparty risk. Local models don't go bankrupt.","in_reply_to_user_id_str":"1319287761048723458","in_reply_to_status_id_str":"1986614585072492874","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,287],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1472063616","name":"Zara Zhang","screen_name":"zarazhangrui","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"zarazhangrui","lang":"en","retweeted":false,"fact_check":null,"id":"1986717747318075463","view_count":93,"bookmark_count":1,"created_at":1762505397000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986511743561179363","full_text":"AI makes homework easier → credentials matter less\nAI makes building easier → what you ship matters more\n\nThe students winning aren't optimizing for faster homework. They're using AI to ship actual products.\n\nOwn infrastructure, build things, prove capability through work. Different game.","in_reply_to_user_id_str":"1472063616","in_reply_to_status_id_str":"1986511743561179363","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":7162,"startTime":1762560000000,"endTime":1762646400000,"tweets":[{"bookmarked":false,"display_text_range":[0,270],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987199144348500318","view_count":109,"bookmark_count":0,"created_at":1762620171000,"favorite_count":4,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987199144348500318","full_text":"Watched 5 companies migrate APIs this year:\n\nOpenAI → Anthropic (safety)\n→ back to OpenAI (performance) \n→ Google (cost)\n→ back to Anthropic (quality)\n→ evaluating local (control)\n\nEach migration: broken integrations, retrained teams, changed costs, 2week delays.\n\nThis isn't strategy. It's vendor hopping.\n\nLocal deployment looks expensive until you price out the 5th migration. Then it looks like stability.","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":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987192239035236561","view_count":91,"bookmark_count":0,"created_at":1762618524000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987192239035236561","full_text":"The AI infrastructure bottleneck shifted and most people missed it.\n\n2023: Chip shortages (H100 waitlists, allocation games)\n2024: HBM capacity (memory bandwidth > compute)\n2025: Power and cooling (Jensen just confirmed it)\n\nRunning GPUs in 40°C Bangkok taught me this fast: thermal management costs more than compute. Industrial AC > GPU purchase price monthly.\n\nThe race isn't who has most FLOPs. It's who can actually keep them running.","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":"1987186625424904273","view_count":70,"bookmark_count":1,"created_at":1762617186000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987186625424904273","full_text":"Limited budget forced me to own infrastructure.\nBangkok heat forced thermal efficiency.\nSolo building forced automation.\n\nEvery constraint became an advantage. Not inspirational platitude - actual economics. The things you can't do create the things you must do. Must dos become differentiators.\n\nEmbrace constraints or rent solutions from people who did.","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":[0,284],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987127806585901284","view_count":49,"bookmark_count":0,"created_at":1762603162000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987127806585901284","full_text":"Every piece of infrastructure you don't own is someone else's pricing decision away from breaking your business.\n\nAPI calls, cloud services, third party tools. All version zero of ownership.\n\nEventually you either:\n> Own your infrastructure\n>Accept permanent dependency\n> Get priced out\n\nThere is no fourth option.","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":[11,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1825243643529027584","name":"Lisan al Gaib","screen_name":"scaling01","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"scaling01","lang":"en","retweeted":false,"fact_check":null,"id":"1987033848384025043","view_count":51,"bookmark_count":0,"created_at":1762580761000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986888864737423663","full_text":"@scaling01 Tested yesterday on complex reasoning tasks. Impressed. Not only correct answer - complete reasoning process visible, explores dead ends, self-corrects mid-stream.\n\nChinese open models closing the gap isn't hype anymore. It's measured reality you can verify locally.","in_reply_to_user_id_str":"1825243643529027584","in_reply_to_status_id_str":"1986888864737423663","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,289],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987138827509768658","view_count":4646,"bookmark_count":8,"created_at":1762605790000,"favorite_count":18,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987064646407496010","full_text":"@lucas_montano Self hosted models + quality tooling is underrated. People default to APIs because it's easier to start.\n\nBut Qwen locally with Claude Code gives you: fixed costs, no rate limits, zero API dependency, complete control. Try it. The setup cost pays back faster than you think.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987064646407496010","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,248],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"603750843","name":"Igor Kotenkov","screen_name":"stalkermustang","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"stalkermustang","lang":"en","retweeted":false,"fact_check":null,"id":"1987137562973241592","view_count":287,"bookmark_count":1,"created_at":1762605488000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986976148731969700","full_text":"@stalkermustang Every lab cherrypicks favorable benchmarks. OpenAI, Anthropic, Chinese labs - same pattern.\n\nSolution: test claims yourself. I ran K2 on complex reasoning yesterday. Production quality. Benchmarks are marketing. Deployment is truth.","in_reply_to_user_id_str":"603750843","in_reply_to_status_id_str":"1986976148731969700","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,282],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1538525334781370368","name":"Andrew Curran","screen_name":"AndrewCurran_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"AndrewCurran_","lang":"en","retweeted":false,"fact_check":null,"id":"1987023158646554804","view_count":324,"bookmark_count":0,"created_at":1762578212000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986864296480153757","full_text":"@AndrewCurran_ $4.6M to train a model that beats GPT-5.\n\nThis is what happens when you can't waste compute. Every dollar optimizes architecture, not just throwing more GPUs at the problem.\n\nTested it yesterday. The efficiency shows in results. Quality + cost = new economics for AI.","in_reply_to_user_id_str":"1538525334781370368","in_reply_to_status_id_str":"1986864296480153757","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[39,256],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1145851147","name":"Stefano Ermon","screen_name":"StefanoErmon","indices":[10,23]},{"id_str":"1894161655728410630","name":"Inception","screen_name":"_inception_ai","indices":[24,38]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1987133095104172463","view_count":201,"bookmark_count":0,"created_at":1762604423000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986477376835047740","full_text":"@elonmusk @StefanoErmon @_inception_ai \"Compute to memory bandwidth ratio will increase\" is the key line everyone's skipping.\n\nHBM bottlenecks > chip shortages. Been saying this for months. Infrastructure constraints matter more than model architecture.","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986762520938569739","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,149],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2281405752","name":"Jon Brosio","screen_name":"jonbrosio","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"jonbrosio","lang":"en","retweeted":false,"fact_check":null,"id":"1987194380235730945","view_count":2,"bookmark_count":0,"created_at":1762619035000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987152723733614665","full_text":"@jonbrosio Perfect is the enemy of shipped. 95% of people optimizing for perfect. 5% shipping imperfect and iterating. Guess which group has revenue.","in_reply_to_user_id_str":"2281405752","in_reply_to_status_id_str":"1987152723733614665","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,235],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"860565621452316672","name":"Google Research","screen_name":"GoogleResearch","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"GoogleResearch","lang":"en","retweeted":false,"fact_check":null,"id":"1987124758518124949","view_count":1046,"bookmark_count":1,"created_at":1762602436000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986855202658418715","full_text":"@GoogleResearch Google shipping improvements to long context processing. Good.\n\nMore competition = better models. Whether Google, OpenAI, or Chinese labs win the paper race doesn't change infrastructure economics for actual deployment.","in_reply_to_user_id_str":"860565621452316672","in_reply_to_status_id_str":"1986855202658418715","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,189],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"800854096219471872","name":"Yuchen Jin","screen_name":"Yuchenj_UW","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"Yuchenj_UW","lang":"en","retweeted":false,"fact_check":null,"id":"1987155190957633660","view_count":140,"bookmark_count":0,"created_at":1762609691000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986856304808501577","full_text":"@Yuchenj_UW OpenAI: \"We need trillions in subsidies\"\nChinese labs: \"We trained a competitive model for $4.6M, here's the weights\"\n\nConstraints forced efficiency. Capital enabled dependency.","in_reply_to_user_id_str":"800854096219471872","in_reply_to_status_id_str":"1986856304808501577","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":"1504436543443906569","name":"Kay","screen_name":"Dwriteway","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Dwriteway","lang":"en","retweeted":false,"fact_check":null,"id":"1987144671433531886","view_count":13,"bookmark_count":0,"created_at":1762607183000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987088935504199838","full_text":"@Dwriteway If you want to test your patience: start online business\nIf you want to destroy it completely: add AI infrastructure to online business\n\nThe patience test has levels.","in_reply_to_user_id_str":"1504436543443906569","in_reply_to_status_id_str":"1987088935504199838","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,90],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","retweeted":false,"fact_check":null,"id":"1987037374191460778","view_count":121,"bookmark_count":0,"created_at":1762581602000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986500358940639284","full_text":"@lucas_montano This is what happens when you optimize for valuation instead of efficiency.","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1986500358940639284","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1591276020090671104","name":"Alex Nguyen","screen_name":"alexcooldev","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"alexcooldev","lang":"en","retweeted":false,"fact_check":null,"id":"1987037093525324001","view_count":12,"bookmark_count":0,"created_at":1762581535000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1986851572148805871","full_text":"@alexcooldev \"Surviving long enough to go viral\" is just lottery thinking with extra steps and a Vercel bill.","in_reply_to_user_id_str":"1591276020090671104","in_reply_to_status_id_str":"1986851572148805871","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-10","value":9487,"startTime":1762646400000,"endTime":1762732800000,"tweets":[{"bookmarked":false,"display_text_range":[0,283],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1987404487183757389","view_count":75,"bookmark_count":0,"created_at":1762669128000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987404487183757389","full_text":"API costs that made sense at prototype scale:\n> ChatGPT Plus: $20/month\n> Anthropic Pro: $20/month\n> OpenAI API: couple hundred/month\n\nSame workload at production scale:\n- $2K/month → $20K/month → \"we should own this\"\n\nThe inflection point is different for everyone. But the pattern is identical.\n\nYear 1: APIs are convenient\nYear 2: APIs are expensive\nYear 3: We're buying GPUs\n\nCurrently watching this play out across dozens of companies. Infrastructure ownership always wins at scale.","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":[30,308],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1931962509596246016","name":"Zhihu Frontier","screen_name":"ZhihuFrontier","indices":[0,14]},{"id_str":"1863959670169501696","name":"Kimi.ai","screen_name":"Kimi_Moonshot","indices":[15,29]}]},"favorited":false,"in_reply_to_screen_name":"ZhihuFrontier","lang":"en","retweeted":false,"fact_check":null,"id":"1987407713039753669","view_count":3177,"bookmark_count":1,"created_at":1762669897000,"favorite_count":22,"quote_count":0,"reply_count":0,"retweet_count":1,"user_id_str":"1555661341914198016","conversation_id_str":"1987125624599970218","full_text":"@ZhihuFrontier @Kimi_Moonshot This is what constraints driven optimization looks like. US labs have unlimited H100s, optimize for raw performance. Chinese labs forced to optimize memory bandwidth, end up with better deployment economics. INT4 isn't sacrifice. It's choosing the right bottleneck to optimize.","in_reply_to_user_id_str":"1931962509596246016","in_reply_to_status_id_str":"1987125624599970218","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,237],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[{"display_url":"x.com/sudoingX/statu…","expanded_url":"https://x.com/sudoingX/status/1970716556729663994?s=20","url":"https://t.co/1K2Fdpv1uy","indices":[214,237]}],"user_mentions":[{"id_str":"216656200","name":"montano","screen_name":"lucas_montano","indices":[0,14]},{"id_str":"1661523610111193088","name":"xAI","screen_name":"xai","indices":[87,91]}]},"favorited":false,"in_reply_to_screen_name":"lucas_montano","lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"quoted_status_id_str":"1970716556729663994","quoted_status_permalink":{"url":"https://t.co/1K2Fdpv1uy","expanded":"https://x.com/sudoingX/status/1970716556729663994?s=20","display":"x.com/sudoingX/statu…"},"retweeted":false,"fact_check":null,"id":"1987403025213001800","view_count":3928,"bookmark_count":1,"created_at":1762668780000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1555661341914198016","conversation_id_str":"1987294547639214307","full_text":"@lucas_montano Exactly. Been pointing this out - Grok 4 has the context window for it. @xai is almost certainly testing this internally. They're just not publicly shipping yet. When they do, it'll be interesting.\n\nhttps://t.co/1K2Fdpv1uy","in_reply_to_user_id_str":"216656200","in_reply_to_status_id_str":"1987294547639214307","is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,127],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"26093892","name":"Kevin S. 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