Breaking down the latest AI for Investors

Los Angeles, CA
Joined January 2009
Pinned Tweet
Replying to @rodamn
Disclosures: I’m a long-term investor in both $TSLA and $SPCX I do use limited options trading n both stocks for income generation However, my main focus is on long-term growth (Growth over income)
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Longevity bot built me a custom workout plan for my unique health situation: Active tennis player and skier It has my history, my past injuries (from MyHealth integration) Pulls my VO2MAX situation and everything from Apple Health
Had Grok @bot create a longevity bot It couldn’t interface with Apple Health, but I exported a nearly 100 MB zip file Here have fun, Longevity Bot 🤖: I finished going through your health report At your age, the single best thing you could add is bring back strength training And we have to talk about your bedtime… 💀💀💀
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Highly recommend checking out Tom’s freddy app if you want to connect Grok directly to your Apple Health 10/10
Replying to @rodamn @bot
If you want the longevity bot to read Apple Health directly, freddy can fill that gap. Its iPhone app syncs Apple Health in the background, and Grok Bot can use it as a custom MCP connector for sleep, HRV, resting HR and workouts, so the data stays fresh without exports. I'm the dev behind freddy, so happy to answer any questions.
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rodamn retweeted
Key things to know about Anthropic's S-1 just filed. 1) Revenue was $16.3B in the first half of 2026, up from $1.2B a year earlier. Q2 alone was $11.6B. The filing implies Q3 was about $16.9B. 2) Anthropic posted its first operating profit in Q2 2026: $974M. Operating cash flow was +$3.9B in the first half. 3) The $80.7B net loss is mostly non-cash. $72.4B of it is a fair-value charge on convertible notes and SAFEs that rose with the company's valuation. 4) Compute efficiency improved sharply. Revenue per $1 of compute went from $0.40 in Q1 2025 to $2.08 in Q2 2026. 5) The compute commitments are huge. Anthropic owes at least $269B to Google, Amazon and Microsoft whether it uses the capacity or not. Including Broadcom, SpaceXAI, Nscale and Lambda, named commitments total about $637B. 6) Customers spending $100K+ a year grew from about 950 to 11,900+ in twelve months. Net revenue retention is about 900%. 7) Revenue is concentrated. About 48% flows through Amazon, Google and Microsoft's marketplaces. The top five customers were about 25% of revenue, and 80% of revenue is usage-based. 8) Anthropic has $131.7B in cash and short-term investments and has raised $141.1B to date. 9) Public shareholders won't control the company. The seven co-founders hold 50.1% of the vote through one Class F share, and the Long-Term Benefit Trust elects a majority of the board. 10) The risk factors include models showing self-preserving behavior in testing, four cases of models gaining unauthorized access to outside systems during evaluations, and a warning that insurance may not cover a catastrophic AI incident. Ticker: ANT on Nasdaq. Pricing is reported for around November 19–20.
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Seasonal items on DoorDash My mouth is awake now
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Tesla’s service techs in LA are amazing LMAO, bro there’s a hand on my 𝕏
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rodamn retweeted
My weekend with the iPhone Duo. I’ve had it over 2 days and I’ve decided. I’m selling my iPhone Air and sending the 17 Pro Max in for trade-in. The Duo has completely changed the way I look at wireless mobility, I don’t see myself going back to a standard sized phone anytime soon. I’m not saying it’s perfect. There are some learning curves and a few drawbacks. But for me, it’s a game changer. I had Grok Bot put together a list of the pros and cons as I have been commenting over the past couple days here on X. Feel free to hit me up for any questions in the comments.
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rodamn retweeted
$TSLA 🍆
Houston, we have liftoff Bigger service area now live
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Work in 2026: spending more time picking what agent to use than the task would take
🤖 Made with AI
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"A studio's name doesn't make great games. Insanely talented people do." Bioware died a long time ago... Elon needs to recruit OG gaming talent, start a studio, and let them cool.
I see a lot of people expressing shock and sadness over BioWare shutting down. And I get it. But here's the uncomfortable truth: The BioWare that made Baldur's Gate, Neverwinter Nights, KOTOR, Dragon Age: Origins and the original Mass Effect trilogy had largely ceased to exist long before yesterday's announcement. BioWare's decline began around the time the doctors left and much like what happened at Blizzard, most of the original talent responsible for building those legendary franchises had moved on years ago. What remained was the brand. The IP. Basically just the name on the building. But a studio's name doesn't make great games. Insanely talented people do. And that's the lesson our industry somehow keeps refusing to learn. The people who built those studios, who poured their blood, sweat and tears into establishing their creative identities were the actual assets. Their experience, their taste, their leadership, their ability to recognize what made a game special in the first place was always the thing that mattered, not the brand. You can't simply replace those people, keep the logo on the door and expect the magic to continue. Yet, that's precisely what publishers have been doing for the past 10-20 years. They've spent billions acquiring studios and IPs, seemingly under the assumption that the creative output would continue regardless of who was actually making the games. And when the original talent inevitably left, the remaining teams were expected to fill shoes that were often impossibly large, without necessarily having the experience, leadership or creative vision required to do so. And... the results speak for themselves. I think we'll eventually look back at the COVID-era acquisition frenzy as one of the most destructive periods in the history of our industry. Publishers were buying studios left and right, paying absurd valuations mostly just to secure IPs... and developers were often all too happy to cash out. At Moon Studios, we got quite a bit of crap for refusing to sell when seemingly everyone else was getting acquired. I remember telling our team back then that I'd seen this movie before. The exact same thing happened in the 90s, when EA went on its acquisition spree. Studios were bought, their founders and creative leaders gradually lost the freedom to make the games they believed in, the original talent became frustrated and left and eventually the studios all became a Ship of Theseus. History doesn't repeat itself perfectly, but it sure as hell rhymes, and that's exactly why I never wanted Moon to end up in that position. And I don't think we're even halfway through the ultimate fallout of the latest acquisition frenzy. There's going to be a very rude awakening for quite a few publishers when they discover that the studios they acquired for billions are worth a fraction of what they paid. And that shoving ideology down peoples throats ultimately came at a cost that they didn't quite grasp. They didn't actually buy the creative vision, the institutional knowledge or the culture responsible for making those studios successful. They bought the names, the buildings, the IPs and whatever teams happened to be there at the time. But those things don't matter at all. You can buy a studio. You can buy its IP. You can even buy its entire back catalogue. But you can't buy the magic that made those games special in the first place. And the sooner our industry understands that, the better.
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rodamn retweeted
hire grok bot!
I've gone full Grokbot. It checks email, DMs, mentions, and LinkedIn every hour. It flags anything interesting, drafts replies, and tosses the other 99%. It literally feels like having a personal secretary 🤯 And 2 days in I'm like how did I live without this 😂
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The great thing about working with grok bot is it can help you develop and build your ideas the way you think and operate. It can handle your adhd and constant context shifting and bring it all together in the end. If you’re compulsive about organization it’s great for that too. Just a minor curiosity can become an entire operation.
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rodamn retweeted
Ummm am I reading this correctly? OpenAI just released GPT 6.1 Terra, and it's passes Astra on some tests at 1/10th the price and 3x the speed What I find super interesting about this though is how they're marketing it: "sharper visual reasoning, precise computer use, technical drawings, drafting proposals, filling forms, editing videos" It's clear this model was built for personal agents in mind. OpenAI's first. It's obvious this will be plugged into Dots and it feels like the right model to use in Hermes agent Incredible at computer use, is lightening quick, and will cost you next to nothing I'm personally still leaning on Astra on fast settings for coding, but I'll be plugging this in for Hermes We are living in the most exciting times
GPT-6.1 Terra: delivering fast and capable computer use at a lower price. GPT-6.1 Terra understands what’s on screen, takes action across apps, writes naturally, and is a more capable model for your whole workday with the efficiency to take on more of it.
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rodamn retweeted
GPT-6.1 Terra is rolling out now
GPT-6.1 Terra: delivering fast and capable computer use at a lower price. GPT-6.1 Terra understands what’s on screen, takes action across apps, writes naturally, and is a more capable model for your whole workday with the efficiency to take on more of it.
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rodamn retweeted
Monday vibes
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If your Grok @bot usage feels insanely high Give Tim’s Trimmy bot a try And let us know it goes
Replying to @rodamn @mrfundman
It can by removing unneeded context that is loaded for every request
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Four awesome Grok Bots for people new to GB or not sure how to get more out of their X subscription Credits to @mrfundman and the bot creators
Replying to @rodamn @mrfundman
For first-timers, these stand out as practical starters: Dig: deep research with real sources and diagrams only. x.ai/bot/WfsIMbuNYJ0RuzGCIB3… Charger: learns your goals and sends one daily push with a tiny action. x.ai/bot/bmamem3q4_ppq-y3-LL… Tour Guide: builds day-by-day trip plans with prices plus morning prompts. x.ai/bot/JV6YIfX2EPzy1egwNmk… Handyman: tracks home repairs, warranties and sends reminders. x.ai/bot/rQvB9sFrdQU7Ef43jOx…
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rodamn retweeted
Lots of great Grok bots shared, check it out if you looking for new bots
Show me the best Grok bot you’ve built. Wanna see what you all are making. Drop link in replies 👇
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SpaceX’s Raptor is the ENTIRE pareto frontier of rocket engine development
We can only reliably get to around 230 t-F with Raptor 3
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"over 1,000 medieval scribes have joined the Association for Human Manuscripts, pledging to never use the printing press or work with Gutenberg 654 have gone even further, promising to never read a printed book"
Wow, over 1,000 mathematicians have now joined the Association for Human Mathematics (AHM), committing to: > NOT publish AI generated math papers > NOT work with frontier labs > 654 of them went even further to NOT even use AI in their research, at all
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Had Grok @bot create a longevity bot It couldn’t interface with Apple Health, but I exported a nearly 100 MB zip file Here have fun, Longevity Bot 🤖: I finished going through your health report At your age, the single best thing you could add is bring back strength training And we have to talk about your bedtime… 💀💀💀
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