Kyle T (@kylet___) header
Kyle T (@kylet___) profile picture

Kyle T

@kylet___

Finance and markets with a high dose of sarcasm. Tweets are opposite of advice.

 Seattle, WA
Joined February 2017
  • Tweets21.2K
  • Following745
  • Followers667
6.3KMedia
Photo by Kyle T (@kylet___)Photo by Kyle T (@kylet___)Photo by Kyle T (@kylet___)Photo by Kyle T (@kylet___)Photo by Kyle T (@kylet___)Photo by Kyle T (@kylet___)Photo by Kyle T (@kylet___)Photo by Kyle T (@kylet___)Photo by Kyle T (@kylet___)Photo by Kyle T (@kylet___)
Kitchen bot will go crazy. Oven, stove, microwave, toaster, coffee, etc... Won't be a problem
Dean W. Ball (@deanwball) profile pictureDean W. Ball
@deanwballNov 6
I am a broken record about this, but: frontier agents are not going to be a purely digital phenomenon for much longer. They will be able to use anything in the physical world that can be actuated programmatically—first competently, then at human-expert level, then superhuman. By and large, we probably won’t need specialist models; the frontier models will just do it. If your model of the future hinges on physical AI happening “for real” many years into the future, I think you will be in for a surprise.
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Investors not quite bullish on the region
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Kyle T (@kylet___) profile pictureKyle T@kylet___Nov 5
If this is the price action of some democrats gaining rule then I think its fair to say a China/Taiwan conflict would be good for a quick -20% day if not worse.
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Crazy that its 2026 and Keith still claims to be some godsent investor. It's been over a decade of this act
Corey Hoffstein 🏴‍☠️ (@choffstein) profile pictureCorey Hoffstein 🏴‍☠️
@choffstein9 Oct 2024
On November 15, 2023, @KeithMcCullough accidentally tweeted his "family office" account value. This means whenever he posts his performance, I can match up the equity curves and figure out (approximately) how much he's up. About 4.2% over the last year.
Image from Corey Hoffstein 🏴‍☠️ (@choffstein)
Image from Corey Hoffstein 🏴‍☠️ (@choffstein)
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Probably time I learn how to plumb
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Thinking Machines (@thinkymachines) profile pictureThinking Machines
@thinkymachinesNov 5
Introducing Inkling 2 Small. Scoring 31 on the AA Intelligence Index, it's a big jump over its predecessor. Inkling 2 Small is available for fine-tuning and inference on Tinker today, with full weight release planned soon. thinkingmachines.ai/news/ink…
Introducing Inkling 2 Small

Introducing Inkling 2 Small

Today we are introducing the second generation of Inkling models with the release of Inkling 2 Small.

thinkingmachines.ai
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Imagine if they had just released a regular truck or an SUV but with good ride quality interior finishes... Instead Musk got his dream dweebmobile
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Kyle T (@kylet___) profile pictureKyle T@kylet___27 Apr 2023
I personally think Cybertruck is going to be an excellent product and the company should go all-in on the strategy. No need to develop any other models once you got this bad boy
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I'd love to see the complete financial report of this entire endeavor... sports.yahoo.com/articles/li…
LIV Golf is officially ending

LIV Golf is officially ending

LIV Golf shook up the sport when it launched in 2022, luring some of the PGA Tour’s biggest stars with massive guaranteed contracts. Five years and more than $5 billion later, the league is shutting...

sports.yahoo.com
Kyle T (@kylet___) profile pictureKyle T@kylet___28 Sep 2022
Not a good sign when you are paying athletes a quarter billion each and still can’t get a TV deal. LIV Golf = $120+ crude activities, not $70
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Having someone prepare you food and then having someone else go pick that food up and take it to your door step is already one of the laziest actions possible. Love the idea that a bot should be doing more of the workload for this person
Tanay Jaipuria (@tanayj) profile pictureTanay Jaipuria
@tanayjNov 5
Tony Xu, DoorDash CEO, on orders from third-party AI agents: "right now, AI agents are generating several hundred orders across the time that they have been up and running." For context, DoorDash does ~330M orders/month meaning agentic share is barely 0.0001%
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Declaring BK months before he signs a real contract and can pay all these debts... Savvy move if he gets away with it.
WFAA (@wfaa) profile pictureWFAA
@wfaaNov 5
BREAKING | Kansas City Chiefs' Rashee Rice has filed for Chapter 7 bankruptcy — months after he agreed to pay 2024 Dallas crash victims more than $1 million. MORE DETAILS: wfaa.com/article/sports/nfl/…
Image from WFAA (@wfaa)
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Gas prices way too high for this
Flightradar24 (@flightradar24) profile pictureFlightradar24
@flightradar24Nov 6
Okay, we think we figured it out.
Image from Flightradar24 (@flightradar24)
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2 YEARS AGO TODAY The Gonzaga Coach put his son in the game for the final two minutes of a blowout win Then VJ Edgecombe did this to him...
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Very respectable year for MU investors, up over 100% YTD
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If this is the price action of some democrats gaining rule then I think its fair to say a China/Taiwan conflict would be good for a quick -20% day if not worse.
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DRAM peaked June 22nd. June 23rd it saw $2bn+ of new money, which got us here:
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Kyle T (@kylet___) profile pictureKyle T@kylet___Nov 5
Market will bottom when DRAM coughs up all its gains
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Hyperscalers or Anthropic more likely
Joe Weisenthal (@TheStalwart) profile pictureJoe Weisenthal
@TheStalwartNov 5
Is there any chance that at some point, $NVDA brings $CRWV back on its balance sheet?
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Market will bottom when DRAM coughs up all its gains
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Tightest valuation spread since GFC
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Kyle T (@kylet___) profile pictureKyle T@kylet___Oct 19
Valuation spread between growth and value is the narrowest its been in ~8 years
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The price action the voters wanted
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Last time stock market acted like this we had a virus killing millions of people
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I remember fans having the same reaction lmao amazing
dank (@cptdankkk) profile picturedank
@cptdankkkNov 4
Evan Turner says landing a 4-year $70,000,000 deal with the Portland Trail Blazers felt like winning the lottery “My agent calls me and says, ‘I got a deal for you,’ and I'm like, ‘What is it?’ He's like, ‘From Portland. It's a 4 year deal for $70M.’ I'm like, ‘$17M?’ And he's like, ‘No. $70M.’ I'm like, ‘Oh my God’” “Then I call my mom and I'm like, ‘Mom, I'mma sign with Portland for 4 years $70 million.’ She's like, $17M?’ I'm like, ‘No. Like 7 and a D.’ And she's like, ‘Oh my God’” “I was supposed to go out to Portland on [July] 5th. I felt like a lottery ticket, I was trying not to die… I'm like, I can come today… let's get this deal and call it a day”
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Near unanimous consensus that we should have let IRGC become a nuclear power because it was politically damaging to take action. Just let it fester to something bigger. This same incentive structure is how Congress became the most effective entity that exists of course
Ben Rhodes (@brhodes) profile pictureBen Rhodes
@brhodesNov 4
Among other things, this is an absolute rebuke of the war in Iran. Democrats would be wise to heed that lesson and truly become the anti-war party.
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It’s best that we never do the hard and unpopular things for the world/our futures is the takeaway. Just the easy wins for voting purposes. Good times create weak men (we are here) -> weak men create hard times (up next)
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