Ben Buchanan @01Core_Ben
Trying to get rich and live forever. Tweets mostly about big-tech, semiconductors and exponential progress. Pathological optimist. Don’t Die. 01core.com Bradenton, FL Joined January 2022-
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Have we reached peak "bad health"? Do GLP-1 pills start moving the needle and actually bringing down per capita healthcare costs? Maybe the peak hits in 26/27 and we start steadily improving from there...
It seems inevitable to me that the long term end state of humans (on Earth) is that we will be "post-physical" and have a customized version of the Earth rendered in real time for us. It will be like an "instance" from a video game - where we can pick and choose which other…
Infinite computing power will make it possible to bring back the dead. How? Simulate their creation trillions upon trillions of times until you get a match between what the simulation makes and everything that is known about their life/appearance/etc. Family members will be…
From the CSI blog this week: -What are the "browser wars" -What do they have to do with AI -Who's making moves as use of the internet changes? $GOOGL $OPRA $TEAM $PANW $NTSK chipstockinvestor.com/browser-wars-2…
What the heck is going on with $ORCL? It doesn't matter whether you care about this stock or not. The news coming out of it are a must-know for anyone interested in financial markets or the economy in general. (entirely free to read) fallacyalarm.com/p/what-the-hec…
Thrilled to know that at least two world leaders are aware of what’s coming. Hopefully this means there is some state supported research going on as we speak. An Apollo project to cure aging is maybe the only mega government project I would get behind.
Thrilled to know that at least two world leaders are aware of what’s coming. Hopefully this means there is some state supported research going on as we speak. An Apollo project to cure aging is maybe the only mega government project I would get behind.
Lmfao the Google takes today are almost as bad as the ones predicting Meta’s death. Everyone take note, classic price drives narrative example happening
Apparently Google is intel now. Hahahahahaha Bookmarking so many of these today. Will be fun to rag on them in the future.
“A knife straight to the heart” Oh boy… If Google didn’t go down today would all these folks saying Google is dead still have the same opinion? Obviously not.
I’m either building up a valuable list of Contras OR a list of satirists and comedians. Worth having either way.
One of the cool things about running a manufacturing company that uses ~70 different vendors is I get anecdotes on inflation that I can compare to CPI, PPI, etc. Based on what I’m observing inflation from tariffs will start to feed into pricing around the end of this year. We…
Very bullish for Florida generally and $JOE specifically. Let’s go Mamdani!!! You can do it!!
Very bullish for Florida generally and $JOE specifically. Let’s go Mamdani!!! You can do it!!
GPT5 is awful, Gemini and Grok both beating it in every single real world thing I need right now (tech support, quickbooks help, product searching)- it’s literally worse at everything except writing I still give it the edge
One of my highest conviction ideas about the next 10 years is the relative decline of blue states vs red states. Blue states will reactively over-regulate b/c of AI caused disruption. Red states will still be tempted, but will err on the side of letting the free market do its…
OpenAI faces an existential risk - which is a lack of operating system ownership. Once AI gets connected to everything on-device only the OS owners will be able to offer the killer experience. Why have a "ChatGPT" app if you just talk to your phone and it does all the same…
Microsoft will be the #1 beneficiary of the AI job apocalypse. Office 365 will be outright replacing employees by 2030. Image credit to Being Exponential with Luke Lango / Bloomberg
Microsoft probably doubles revenue over the next five years and picks up another few points (at least) of margin. That puts them at $322B of EBIT in 2030, if they maintain a 26.5 multiple on that - which seems reasonable if they grow top line 15% - and MSFT will presumably be…

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