
growth @mnx_fi, ex @gte_xyz @liquidtrading // turning screen time into a business
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Joined November 2014
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alex retweeted
Replying to @MNX_fi
hard to imagine the demand for digital storage Sandisk offers is going anywhere but up
alex retweeted
AI has a storage bill.
Sandisk is collecting.
Remember the name on your SD card?
Sandisk just hit $4.8B in data center revenue. In a single quarter. Nearly 18x a year ago.
Trade SNDK perps with up to 10x leverage: mnx.fi/trade/sndk
alex retweeted
Crypto had Binance. Wall Street had Intel.
Hell of a week.
Intel crashed 28.6% on Friday. Its worst day in 52 years.
Data center and AI revenue surged 78% from a year ago. Even that couldn't save the stock.
Trade INTC perps, weekends included. Long or short: mnx.fi/trade/intc
See us on MTS in a bit!
MTS HALLOWEEN EDITION 🎃👻 | BINANCE HACK | INTEL TANKS teapaw.org/i/broadcasts/1pKkOXkMY…
alex retweeted
Live on MTS later this morning!
MTS HALLOWEEN EDITION 🎃👻 | BINANCE HACK | INTEL TANKS teapaw.org/i/broadcasts/1pKkOXkMY…
“The Commanding Heights” (Manidis & Roberts) argues that as frontier AI commoditizes, its creators won’t be the ultimate beneficiaries, just as the locomotive builders didn’t capture the railroad boom.
Value migrates from the labs (“Genesis”) to scarce, controllable positions of economic power: the distribution rails, conduits, and systems through which abundant intelligence reaches the broader economy.
Firms shift toward lean operators directing mostly autonomous, outcome-driven work. The lasting gains accrue to those who own the tollbooths, not the factories. Read:
The benefits of abundant intelligence will accrue far outside of San Fransisco.
Spent the last year writing about capital, sovereignty, and the coming reordering of economic power.
THE COMMANDING HEIGHTS
Commanding-Heights.com
alex retweeted
SpaceX has billions in AI revenue, Tesla merger talks and now a perp.
What a timeline.
SpaceX is becoming Elon Inc.
AI brought in over half of its Q3 revenue, and a Tesla merger is now on the table.
Trade $SPCX perps with up to 5x leverage: mnx.fi/trade/spcx
We built MNX on MegaETH. Now you can trade $MEGA here too.
Trade the chain we're built on.
$MEGA perps are live on MNX with up to 3x leverage.
Go long or short: mnx.fi/trade/mega
alex retweeted
Trade the chain we're built on.
$MEGA perps are live on MNX with up to 3x leverage.
Go long or short: mnx.fi/trade/mega
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I built a live dashboard tracking humanity’s biggest AI questions: p(doom), AI takeoff, RSI, job displacement, Open vs Closed source gap, and more.
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