https://xitter.cf/t.co/vcFkL1cfUh Random guy on the internet, zero value Don't have to disclaim that opinions are my own 2026 TIA Sharktank and People's Choice Winner #3AIC

Seattle, WA
Joined March 2025
Eric Williams retweeted
The AI hype in biotech is just silly now. So your agent took only 12 hours to design a new drug? Great! Now, you still have to spend 5 years running trials and proving it works in humans without killing anyone. If AI does drug design like it does my stock reseach, there are going to be a lot of dead test subjects.
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AI is IP theft via low latency legal arbitrage. Fixed and final opinion.
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Don't hatchet your counts before they chicken
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NDVA's future order book isn't real.
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Never one to throw shade on philanthropy and I hope Elon does follow through, but there is a reason a large swath of people do not believe him.
Before your @elonmusk followers continue praising him claiming he will give shares of @SpaceX to children next year, let me remind you another promise he made but didn't keep. He banks on the fact you have short memories.
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Who would have thought.
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Epic rant...this one has the fury
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The economy is broken.
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I am enjoying watch people posting that they will never have to work again because of AI. Have your AI do the math and ask where the money comes from. And then ask your oracle its plan to create a second growing season and decrease the gestation period of cows and speed up their growth
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Eric Williams retweeted
Billions in GB300s ... collecting dust in dark warehouses
Would be a fun homework assignment to calculate how many thousands of B100 and petabytes of HBM chips are sitting in crates, unlikely to be used for years, yet pushing core PCE up by 0.5% this year
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“.. At the moment, we have more compute capacity than we have demand, and we have a lot of the tokens and processing power being given away in freemium solutions,” he told @CNBC. “Everyone in the AI race is running for a last-man standing position.” cnbc.com/2026/10/19/gartner-…
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How did we go from Delta pissing off Elon to flying cars to AI bubble popping to Universal Basic Income in two weeks? This app is literally nothing but bot propaganda.
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Eric Williams retweeted
2027 is about to get crazy: according to Morgan Stanley, hyperscaler and neocloud free cash flow to hit its most negative point in 2027, with the shortfall even bigger once lease payments are include: just shy of $600BN in cash burn. In other words, the year with the biggest capex bill is also the year with the biggest funding gap.
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Peak season shipping is officially underway. Let's see how the market responds.
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I am turning bullish, but not for the reasons you would expect.
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To save the neos, memory and chip prices have to fall, good thing they have ridiculous gross margins. 3 month trade Short 1 Memory basket Long 2 Neo basket Short 1 Chip basket
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Eric Williams retweeted
Replying to @kimmonismus
Believing billionaires are about to hand out free cash is next level coping.
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Eric Williams retweeted
目前已知证据对特斯拉 $TSLA FSD并不乐观。 虽然管理层提到已经在6-7个城市无监督运营,但是,38万英里里程几乎都是Austin一座城市贡献的。 短短38万里程,根据NHTSA截至2026年8月的报告显示,已经上报了23起碰撞事故。其中13起造成财产损失,2起造成人身伤害,其中1人需要前往医院就医。 而且啊,这些事故中,有6起明确被判定是特斯拉Robotaxi的责任。目前特斯拉的战绩是平均每1.5万英里里程就会发生一次碰撞事故。
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