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Feb 14, 2026
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LONG
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The new bet is that this unprecedented AI capex will create super intelligence — not AGI — and that capex will make breakthroughs we can not comprehend.
… because it’s clear that the current spend a |
Twitter - @jason
The new bet is that this unprecedented AI cap...
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Feb 14, 2026
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LONG
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Is Steve Jobs’ silicon investment in 2008 going to win @Apple the AI race in 2028? https://t.co/hR1lxiloj1 |
Twitter - @jason
Is Steve Jobs’ silicon investment in 2008 goi...
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Feb 14, 2026
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LONG
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AI market/TAM in midterm
1. Most employees will have a free LLM on their desktop; we are moving top team memebrs to two daisy chained Mac studios ($25k total) — easy investment
2. All major model |
Twitter - @jason
AI market/TAM in midterm
1. Most employees ...
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