L/S Equities. Surprise-a-mentals.
Joined May 2022
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Hypertonx retweeted
Perhaps something to consider if you work at OpenAI / Anthropic:
If your policies have produced an outcome like 'if a researcher wants to do software verification research then they have use a Chinese model', then perhaps your approach to 'safety' is net negative.
Hypertonx retweeted
While $META was clearly a buy below $600 - arguably it might still be a buy here
I mean, what do we have, right now?
Basically the best direct to consumer businesses, maybe only 2nd to Google
No cloud business to distract its capital spend - sorry Google
Probably its normalize earnings put the PE below 30 -- probably
Huge cash flows still flowing in
Its advertising growth was 28% in the last quarter?
I mean, look at its funding stream for its AI business:
Gross profit last quarter:
$49.4 billion
$31.8 billion in CFO
Now, they spent $30 billion in capex - but keep in mind, if you think about this compared to Google, you see what I mean
Google spent $22.4 billion in Q2 2026 capex but a huge amount of this is for their cloud business, aka, not internal work loads
If the scaling laws are holding, $META is honestly in one of the best positioned
Hypertonx retweeted
From my friend @agnostoxxx… 🎯
"The market dropping almost 2% on yesterday’s OpenAI revenue confusion is a bearish signal. It shows people have zero clue of what's going on and are just ready to press "eject" at the first sign of trouble."
Hypertonx retweeted
It doesn't make sense to say a subscription plan is worth $ X in isolation.
The way to think about subscriptions is that your monthly payment grants you some numbers of “credits”. Each (model, token type) combo consumes a different amount of credits. Because credit cost ratios can differ dramatically from API price ratios, the “value” of the same plan changes depending on what model and workload you’re running.
Here’s how the API-equivalent value of the same $200/month Claude plan changes depending on the model and workload. (1/6)🧵
Hypertonx retweeted
This is why I respect Maku-san so much.
Zuckerberg-o is just as autistic as anyone else in that lineup. Guy struggled to even drink water like a normal person. But he never gave up. Unlike the other autists who lean into their autism and wear it like a badge of honor, Maku-san had bigger plans.
He spent thousands of hours learning how to mask as a normal person. He took MMA lessons. He learned to windsurf while holding the American flag. He ate at Japanese McDonald's.
Why? To prepare himself for a moment like this. A moment where the President of the United States feels comfortable whispering a joke in his ear because he's the most normal autist in the vicinity.
He will undoubtedly leverage this moment towards greatness, possibly becoming President himself one day.
You have to respect that dedication.
🚨 NOW: Anthropic chief DARIO just walked up and said President Trump helped put his Super Intelligence worries at ease
"If we do this right, we work with the President and everyone here, we can win safely!"
Imagine that, all it took was DONALD J. TRUMP getting involved and the tables are turning!
No more SI dooming, no more surrendering to China.
America will remain number one BOTH for national and economic security, as long as Trump is president 👏🏻
Hypertonx retweeted
this sentiment is going to be widespread very very quickly
Hypertonx retweeted
"Hey Dario, congrats again on the great quarter. Nice to see the Enterprise re-acceleration. Hoping you could provide a little color on that 10% extinction # and some of the puts and takes that might have on further enterprise adoption. And then just a quick follow-up after"
Hypertonx retweeted
Bernie has never articulated how he plans to stop China.
You can cripple development in the U.S., kneecap our allies, and humble weaker countries, sure. But how do you actually stop China from developing AGI?
Hypertonx retweeted
Kevin Warsh: "I’m going to hike rates. You guys better get ready. I’m gonna do it!"
The market:
Hypertonx retweeted
We could just talk about @AnthropicAI's scheme in plain language:
We are embedding secret tracking technology into every output Claude generates.
We hope humanity enjoys the future we are creating for it.