💻 software engineer ⛳️⚾️🏈 1/2 sports 1/2 stocks 1/2 parody... Not Financial Advice.

United States
Joined February 2019
By order of the Peaky Blinders
790
1,261
712
18,796
5,199,759
throwabull retweeted
BREAKING: $META is reportedly planning to issue new nonvoting shares to finance its massive AI infrastructure expansion without reducing Mark Zuckerberg's voting control, according to Semafor. The structure could help Meta raise additional capital for data centers and computing capacity while preserving Zuckerberg's decision-making authority. An official announcement could come as soon as Wednesday, October 21, alongside quarterly earnings, although the plan remains unconfirmed.
19
11
9
109
37,290
One week away! 🇫🇷 👀👀👀👀👀 #NFL #Steelers
🤖 Made with AI
349
2,141
247
24,309
2,916,331
$SOFI 👀
4
2
1
37
1,360
Citadel:Leo,聽說你回來了
Leopold Aschenbrenner's biggest positions are getting hit again Here's what his top holdings done since October highs: • SanDisk $SNDK: down 19% • Bloom Energy $BE: down 6% • Nebius $NBIS: down 11% • CoreWeave $CRWV: down 13% • Micron $MU: down 14% • SharonAI $SHAZ: down 30% SanDisk and Micron are 55% of the fund, per Q2 13F In July, a drawdown like this triggered a forced sale of his book to Citadel
50
224
47
3,277
375,489
throwabull retweeted
I have to test the model out, but $META being at the frontier of the AI race changes a lot of things for the industry and for $META's valuation. All that negative value derived from "excess CapEx spending and infra capacity" turns from negative to positive with the flip of a switch.
Wow, $META just dropped a bomb! New model called Wonder, with active focus. Focused on knowledge work, health, finance, legal (special data set) Benchmarks look strong with frontier.
16
5
7
224
22,226
throwabull retweeted
My bet would be Muse is going to win
Meta Muse's retention is out, and it's almost as good as ChatGPT! It's higher than ChatGPT at D7 (>30%) and just lower at D14 (22%). Not quite in the elite D14 tier of WA (67%) YT (59%) Insta (54%) or TikTok/Snap (37%), though. Muse is one of the highest retaining AI products!
200
61
24
1,490
7,495,404
throwabull retweeted
Re: FT OpenAI headline chaos. CNBC just reported on air, according to a source familar: $70 billion ARR includes "revenue sharing from their big partners" (think AMZN, MSFT). "The way that they [OpenAI] have been reporting revenue has included some of these partnership deals" The $50 billion ARR figure strips out those partnership deals.
69
43
27
550
137,377
throwabull retweeted
Wow, $META has truly an open road with personal AI agents. $GOOGL just announced a Gemini agent, but again, it focuses more on B2B than B2C and is initially available only in the $GOOGL AI Pro and Ultra plans. The big guys have all fired their shots now, and it seems that everyone (OpenAI, $GOOGL, $MSFT, xAI) is fighting for the AI agent business market except $META, which is focusing on the consumer one. It is also clear that nobody besides $META is actually offering the agent on a free plan with a ton of free usage. The reason is that nobody besides $META probably has enough free compute lying around. In the short term, the enterprise market seems more enticing to monetize, but leaving the whole consumer market to $META at this stage could be a big mistake for the other companies. The last person I would want to give a head start and the first-mover advantage with a consumer product like Muse is Zuck and $META if I am their competitor.
57
31
14
600
56,296
$META Meta will begin testing direct checkout in Meta AI with Adyen, PayPal, Shopify and Stripe this fall, allowing users to discover and purchase products without leaving the AI conversation 🤖💳
6
10
1
116
6,666
When $SOFI fully migrates its $25b annual debit and credit card programs to SoFiUSD, this chart is going to change quickly. Just goes to show you how big of a deal that SoFi x Mastercard partnership is. They are by far the biggest company making the change towards stablecoins.
BREAKING: The total volume of payments processed on crypto cards has reached a record $12.5 billion, up +140% year-to-date. This also marks +247% growth compared to levels seen in October 2025. Continued adoption of stablecoins as a payment rail and the push toward cross-border transaction efficiency are behind the surge in volume. Furthermore, QR-code based payments for crypto cards are seeing robust growth. This has fueled +55% quarter-over-quarter growth in activated cards on Jupiter Spend, one of the largest onchain card providers, particularly due to demand for QR payments. Crypto cards are the next phase of crypto adoption.
26
28
5
350
35,514
Muse and team over the past weekend!
2
9
2
101
114,696
No one: ESPN camera men:
355
1,880
116
54,310
2,335,601
$META Meta's Muse surpassed 500,000 total users, including 250,000 daily active users, with more than 2M prompts submitted in its first week, The Information's Jyoti Mann reports. $META PT raised to $860 from $680 at Cantor $META PT raised to $900 from $780 at KeyBanc
5
4
69
9,538
$SOFI episode is live. We dig through the competitive positioning, why this stock has been punished, and why I remain optimistic. Data-driven, evidence-based, non-sensationalistic, balanced and (I think) well-reasoned. Those are the coverage goals here. Check it out below!
20
14
2
187
38,977
throwabull retweeted
Last month I wrote about how we can build a positive and safe future for everyone: meta.com/thefutureisforevery… Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens. The reality is: - People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned. There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind. - Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well. Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built. - Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators. - Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well. I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.
1,926
2,840
1,554
28,335
7,788,785
My wife: Did you do that thing I asked you to do? Me:
96
554
48
10,137
634,580
"biggest consumer AI launch since ChatGPT" 🎉 🎊
Muse is already getting more daily US downloads than Threads, WhatsApp and Facebook, and it's only 3,000 behind Instagram Biggest consumer AI launch since ChatGPT. A new tier 1 consumer app is born
143
100
19
1,928
241,288
throwabull retweeted
Dario is right
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training. You can read the full post here: darioamodei.com/post/we-must…
6,273
6,342
2,349
57,841
12,647,513
throwabull retweeted
$META is up more than 5% premarket after saying early Muse usage has “blown way past our projections” with users engaging 10x more than its test cohorts. Muse also hit the App Store top 5 in under 24 hours giving Meta an early sign its consumer AI push is landing.
50
95
28
1,235
167,592