| Ticker | Direction | Speaker | Thesis | Time |
|---|---|---|---|---|
| WATCH |
Thread Guy
Crypto influencer, independent |
Meta announced/patented an AI capable of taking over deceased users' accounts to continue posting, messaging, and video calling based on historical data. While this theoretically creates "infinite retention" (users never leave the platform), the speaker argues the implications are "terrifying" and likely to be used for "harm, crime, and to cover up crime." This introduces significant reputational, ethical, and potentially legal risks for the platform as it navigates the "uncanny valley." Watch for regulatory backlash or user distrust as the "Dead Internet" reality becomes a mainstream product feature. The market may view this purely as a bullish engagement tool, ignoring the moral hazard. | 0:18 | |
| WATCH |
Thread Guy
Crypto influencer, independent |
AI video and text generation has become so advanced that "you can't tell" if a video is fake or if a person is real (citing a viral Stranger Things AI video). The technology has surpassed the threshold of human discernment. We are entering a phase where "you don't know if what you saw on social media is real" or if the person on the phone is alive. This creates a volatile environment for the sector regarding trust and safety. While capabilities are bullish for tech adoption, the "dark underlying belly" (deepfakes, fraud, impersonation) suggests looming crises that could trigger harsh regulations. Tech advancement continues to outpace regulation, driving stock prices higher despite societal risks. | — | |
| LONG |
Thread Guy
Crypto influencer, independent |
The speaker emphasizes that "you don't know if the tweet was written by the person... or if the person you're talking to is alive." As the "Dead Internet Theory" becomes reality and AI impersonation becomes perfect, the premium on *verifying* human identity and authenticating content provenance skyrockets. Technologies that prove "personhood" or secure digital identity become the only defense against AI noise. Long the infrastructure required to solve the problem of digital trust that Meta is exacerbating. Adoption of privacy/verification tech lags behind the spread of AI fakes. | — |