“The most likely outcome is an age of Amazing Abundance, where anyone can have anything they can think of.” by Elon Musk This is also the future I want.
Taipei, Taiwan
Joined May 2018
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Ryan Wang 🇹🇼 retweeted
My unfiltered thoughts on personal agents.
Grokbot has the best UI and it’s arguably the best overall. In a lot of ways they’re ahead. Their desktop app feels the best, and their multi-bot coordination is great: you can set a team lead and it passes tasks to the other bots. Grokbot also has the best “webhook” feature, which means you can easily turn outside events into triggers that start your agents. That speeds up background workflows like watching your email, Slack and more. It also has Cursor integration, so for bigger tasks Grokbot can spin up a Cursor cloud session with any model (until OpenAI cuts SpaceX off from their models, which I think will happen soon). Unfortunately, running frontier models through Cursor costs more than Claude or Codex. Still, they’re the only ones embracing a team of agents. It’s a really cool idea, but the more bots you have, the more time you spend managing and maintaining them. I’m starting to think one bot with different threads/channels is the right answer, which I’ll get to with Claude Duet.
dots by OpenAI is rough around the edges right now, but it’s probably the most powerful if you use Codex, which I do. dots can spin up Codex sessions in the cloud or locally on your computer. So if you have coding or video editing workflows that need your local files, this is very useful. Codex computer use is also the best in the world: your dot can spin up a local Codex session that fully controls your computer, as long as it’s on. Their real-time voice is incredible. If you have your email and work tools connected, try this: go on a walk with headphones in, ask the agent to summarize your emails, have it draft replies and read them back to you, then send them off. If I remember right, this is close to a workflow you (Tim) used to have with your VAs before AI. It’s my favorite use case for personal agents. The one downside is that you have to call your agent, and it’s an awful experience. It literally rings, and it’s annoying.
Muse by Meta is a toy. I’ve talked to a bunch of finance people I play poker with who all tried it and set up automations, and they all said it doesn’t reliably do what they want. It’s fast, and its user numbers will probably keep growing. But it’s basically free: you get a TON of usage without paying a dime. That’s NOT a trade I’m willing to make. An agent doing high-leverage tasks should be running at the Opus 5.5 or GPT 6.1 Sol level.
Claude Duet - is in early access, so unfortunately not everyone can use it yet. First things first, it runs on Opus 5.5, the best model in the world. I’ve only had access for 72 hours, but Duet feels different from the others. It’s not a personified agent like Grokbot, dot or Muse, which gives it a more professional vibe that I like. When you ask your Duet agent to do something, it spins up a task, which is a new chat thread. All your threads show up in a Tasks tab, so it’s easy to see everything Duet is working on or has finished. And instead of creating more agents (like Grokbot), you create channels, just like Slack (I can tell @anthropic is Slack-pilled). I have a content channel, a finances channel, etc., which keeps different kinds of tasks separate. The only other app I’ve seen do this is Buzz by @jack, and it’s a good experience. Their strong point is documents (artifacts). If you want decks, high-quality docs or design mockups, Opus just wins. Period. It’s not close right now. Their weak point is real-time voice. It’s the worst of the bunch and borderline unusable, though I think they only added it a few days ago.
Instinct lives in iMessage, has no app, and doesn’t do anything notable besides show you product suggestions you didn’t ask for. (Not ads, according to their team.)
My hot take:
The VM is overrated. SpaceX, OpenAI and Meta all talk about the VM your agent can use and feature it in their marketing. It’s not as useful as you’d think, because more and more websites block bots that visit their site on the cloud VM. All of these companies promise their agents can make payments, but most payments either take forever or get blocked altogether. SpaceX has a cool workaround with Grokbot that routes traffic through your computer so it uses your IP address. But I’d much rather the agent just USE my computer for the task, like dot does by handing it off to Codex. Also, i don't think normal people care about the virtual computer. If anything they get offended they have to "stream a computer".
The problem with personal agents: by the time you read this, pick one, and test it for 7 days, every one of them will have released 10 new features and the whole landscape will have changed. It’s nearly impossible to keep up.
I think $BTC price movements are still a pretty good real-time indicator of capital market risk and sentiment, and they tend to lead the direction of stock market spot and futures trading.
Wow, cool
[Advanced Packaging Atlas](o5s.org/advanced-packaging-a…)
soundtrack: Baccano! Original Soundtrack - 08 In the Speak Easy
Ryan Wang 🇹🇼 retweeted
John Malone is predicting an $8-10B deal between Skydance and SpaceX. Elon has repeatedly said full generative movies and series are the goal for Grok Imagine. A content/output deal could give him training data and rights access to major franchises now under Skydance, including Star Trek, Lord of the Rings, Game of Thrones and Harry Potter. A fully legal Grok generated final season of GoT, or a Hogwarts tv series with the inclusion of an extremely popular female Slytherin are drawing closer to reality.
I 💯agree with Chuck
There are a lot of thoughts I want to share about @Tesla and @TeslaSI after this recent earnings call.
Ashok @aelluswamy once again was the steady voice if you knew how to listen to what he said. Phil Duan @pduan has said the same things to me recently at the Cybercab Launch and other events. Listen carefully to what they say.
FSD v15 with the huge increase in parameter count is the current plan and new bench mark they are betting on for functionality improvement. There is a set of new functions they are talking about that will be introduced in this new version that they hope will enable unsupervised at scale within the geofenced areas. It was mentioned in the earnings call as, additional opertating hours, high speed roads, and marginal weather conditionss.
Ashok spoke specifically about one of the biggest new functionalities. New mapping and navigation learning behavior that will remove the dependency on third party maps. This is huge, and hopefully works well as navigation, lane selection, and poorly mapped speed zones, school zones, and local mapping details are a pain point on the current implementation.
We have been here before, v12 solved, v13 solved, v14 solved, .. etc. I will be the first one to say.. this problem is never solved. We will never be happy with a single version and say its done. So take that mindset and throw it away. It is always an incremental improvement to continue and solve the unsupervised driving problem.
Without at doubt, I have the most confidence in the leadership and members of the @TeslaSI team to be the leaders in solving this problem. I would argue that members of this team will probably be poached and asked to lead new teams at other companies and fork this technology into other versions. I hope this happens, both for the individuals and for the benefits it will ultimately bring to all of us driving the vehicles
Bravo Zulu to the @TeslaSI team, I support each of you.
great
AI Has to Be Seen to Be Believed
We went to Seattle to see AI agents in action.
We came back convinced: buy AI hardware. We’re going long $NVDA. read.aurelionresearch.com/p/…
Must to read
A dinner with Michael Burry
Yesterday, I was invited to dinner with @michaeljburry in San Francisco, and listened to his thoughts on investing, markets, and the world. He struck me as a genuinely nice guy, but also someone who sees the world through a very different lens than I do, or perhaps most people (hehe).
I didn’t agree with everything he said, nor do I share his investment philosophies or prognostications. But, Burry is no dummy. He’s spent decades studying markets, developing convictions, making difficult decisions, and accumulating experiences that most investors have only read about. There’s tremendous value in understanding how he thinks, even when you disagree him.
One of the most important lessons I’ve learned is that intelligence doesn’t always manifest itself in familiar ways. Some of the most interesting thinkers approach problems differently, focus on variables we barely consider, and arrive at conclusions that initially seem unreasonable. Sometimes they’re wrong, sometimes we’re wrong, and sometimes we’re simply seeing different pieces of a larger puzzle.
I think one of the greatest obstacles to intellectual growth is our natural desire to be right. When someone challenges a belief we hold, our instinct is to construct a rebuttal rather than understand their argument. We search for weaknesses and prepare our response before the other person has finished speaking. In doing so, we’re defending what we already know rather than expanding what we understand.
I’ve increasingly learned to approach these conversations differently. I’m not interested in proving my investment philosophy is superior or that someone else’s conclusions are mistaken. I’m interested in understanding how another intelligent person thinks, what experiences shaped their judgment, and what they might recognize that I’ve overlooked.
Consider two experienced investors examining the same company. One sees an extraordinary opportunity while the other sees a disaster, despite both having access to the same information. Perhaps one understands the competitive advantages better, while the other recognizes risks that haven’t yet appeared. The fascinating question isn’t simply who’s right, but what each understands that the other might be missing.
And that’s where intellectual curiosity becomes an advantage. Instead of dismissing an opposing argument, ask what assumptions would have to be true for that person’s conclusions to make sense. More importantly, what evidence would convince you that your own assumptions are mistaken? Those questions can teach you more than another conversation with someone who agrees with everything you already believe.
Perhaps I disagree with 80% of someone’s conclusions, but the remaining 20% introduces an idea I’ve never considered. Maybe it’s a better way of evaluating risk, understanding capital allocation, or recognizing a weakness in my thesis.
Something else I’ve come to appreciate is that learning doesn’t always require changing your mind. Sometimes a conversation strengthens your existing conviction while deepening your understanding of why you hold it. Other times, it exposes risks or questions you hadn’t considered. Either way, your thinking becomes more complete.
I left my conversation with Burry with no desire to become Michael Burry or invest the way he does. But I did leave with a greater appreciation for how differently intelligent people can interpret the same world. The objective isn’t to borrow someone else’s conviction, but to examine their reasoning, challenge it against your own understanding, and incorporate whatever makes you a better thinker.
The goal isn’t to think like Burry, Buffett, or anyone else. The goal is to become a better version of yourself as a thinker and investor. And sometimes the people who teach us the most are precisely the ones we disagree with.
As always, wishing each and every one of you success on your investment journey! 🌹
China’s individual tax on offshore trusts took effect on July 24, and today is the final day of the transitional period for back tax payments.
When the US Democratic Party is short of money, they go after the assets of the wealthy; when the Chinese Communist Party is short of money, they do the same.
China (including Hong Kong stocks) has almost become the weakest market in the world. If the trajectory since June 2026 mirrors the path after February 2021, then with A-shares already leading the decline, the RMB may soon reverse its recent years of appreciation.
（note: CSI300 red line, USDCNY blue line）
China (including Hong Kong stocks) has almost become the weakest market in the world. If the trajectory since June 2026 mirrors the path after February 2021, then with A-shares already leading the decline, the RMB may soon reverse its recent years of appreciation.
（note: CSI300 red line, USDCNY blue line）
It seems the next ER will have to be held as a video conference on the Cybercab!
If the results are bad, they’ll just have to strap Elon to the Roadster and do a Grand Canyon jump stunt. 😆😆😆
@mengkunghsieh , one of the best retail investors at Taiwan, raised a great point yesterday (at his podcast) that I had overlooked.
People often assume that semiconductor companies signing LTAs brings predictability and stability, which helps earnings and the stock price - but this may be a misreading.
What $SPCX said in yesterday’s earnings call is a good example of this: when you have strong confidence in the future price trajectory of your product, you are not going to easily lock in prices now.
An LTA, on the contrary, implies that you don’t have enough confidence in the price upside.