I have a simplified conjecture about AI progress. Your mileage may vary but here it is. f(i) = p × c × a where i=intelligence, p=power, c=compute, a=algorithms, multiplied together. This means neglecting any variable creates a ceiling and any breakthrough compounds across all https://t.co/aijREcbvfG
Original source ↗  |  February 17, 2026 at 18:28 UTC  |  Twitter - @chamath

IDEA 1 TICKER: AAPL DIRECTION: long THESIS: Apple's intensified development in AI glasses, pendants, and camera Airpods signals strong future product innovation and potential new revenue streams, acting as a positive catalyst for the stock. SPEAKER: @DeItaone TIMEFRAME: medium-term

IDEA 2 TICKER: AAPL DIRECTION: long THESIS: Reinforces the positive outlook for Apple as it ramps up development of new AI-powered devices around Siri, indicating future growth potential and innovation. SPEAKER: @LiveSquawk TIMEFRAME: medium-term

IDEA 3 TICKER: ALLE DIRECTION: short THESIS: Lockmaker Allegion missed quarterly profit estimates due to weak

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