NavFusionAI @FusionNav
Researching LLMs, agentic workflows & decision systems. 🤖🧠 Bridging theory & deployment in AI. Insights weekly @ HnanavAI Joined June 2025-
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Is Artificial Intelligence a bubble? The “AI bubble” bears are recycling dot-com fears, but the comparison doesn’t hold. 💻 Dot-com: Capital chased any company with “.com” in its name. Most burned cash on user growth, not profits. When the hype cracked, the sector collapsed.…
Is Artificial Intelligence a bubble? The “AI bubble” bears are recycling dot-com fears, but the comparison doesn’t hold. 💻 Dot-com: Capital chased any company with “.com” in its name. Most burned cash on user growth, not profits. When the hype cracked, the sector collapsed.…
🤔 Wonder what traders are whispering about? 📊Let Thesis.io reveal the sentiment on trending coins this week and the real signals behind the noise. - September shakeout looks weak, but history shows Bitcoin averages 85% Q4 gains. Institutions rotate in while…
"Nvidia is undervalued...Because the future is much bigger...." ~ SoftBank Founder Masayoshi Son said. Every tech revolution starts with infrastructure, and today seem like just Day 1 of the AI revolution 🚀
"Nvidia is undervalued...Because the future is much bigger...." ~ SoftBank Founder Masayoshi Son said. Every tech revolution starts with infrastructure, and today seem like just Day 1 of the AI revolution 🚀
AI is now Wall Street’s oxygen tank 📈Market Engine: AI is now the single driver. If it stalls, equities lose their core momentum. 💰 Profit Dependence: Earnings are flowing almost entirely to AI plays (semis, hyperscalers, cloud). 🚀 Capex Supercycle: GPUs, data centers, and…
AI is now Wall Street’s oxygen tank 📈Market Engine: AI is now the single driver. If it stalls, equities lose their core momentum. 💰 Profit Dependence: Earnings are flowing almost entirely to AI plays (semis, hyperscalers, cloud). 🚀 Capex Supercycle: GPUs, data centers, and…
Worthwhile book, deserves a try! 👉A crisis is the best opportunity to reshape who you are as a person.
Worthwhile book, deserves a try! 👉A crisis is the best opportunity to reshape who you are as a person.
@gdb What strong proof that AI has already moved from a “novel tool” into the adoption stage. The open question now is speed: will it diffuse gradually like electricity, or accelerate in disruptive leaps, pushing us closer to a singularity moment? x.com/distilled_AI/s…
@gdb What strong proof that AI has already moved from a “novel tool” into the adoption stage. The open question now is speed: will it diffuse gradually like electricity, or accelerate in disruptive leaps, pushing us closer to a singularity moment? x.com/distilled_AI/s…
🚀 DATCOs are quietly becoming Wall Street’s crypto on-ramp Digital Asset Treasury Companies sit at the intersection of tax efficiency, liquidity, and compliance, giving TradFi a clean pipe into crypto. 📊 As of now, DATs collectively hold $100B+ in digital assets. That’s…
Interesting analysis of AI consumption
Interesting analysis of AI consumption
Ride the bottlenecks, rotate with the cycle. 🔥
Ride the bottlenecks, rotate with the cycle. 🔥
If 10x compute = 2x intelligence, ants should outthink us! But they don’t, 🐜 run billions of nodes, yet never diminish humans. Raw compute ≠ real intelligence. By 2026–2030, AI may surpass us, but the choke point is trust. Mass Intelligence won’t make us obsolete, it…
If 10x compute = 2x intelligence, ants should outthink us! But they don’t, 🐜 run billions of nodes, yet never diminish humans. Raw compute ≠ real intelligence. By 2026–2030, AI may surpass us, but the choke point is trust. Mass Intelligence won’t make us obsolete, it…
DATCO = the new TradFi-native bridge into crypto. From passive proxies to profit engines 🚀 Distilled AI turns balance sheets into market levers: Equity ↑ → raises → more coins → 🔒 supply drained → 📈 price ↑ Big upside, ecosystem-wide potential!
Battles shaping AI right now ⚔️⚔️⚔️
The Stacey Matrix
The most productive programmers today deeply understand computers, how to architect software, and how to make complex tradeoffs and who additionally are familiar with cutting-edge AI tools. --> Fundamentals are still important, and for those, job opportunities are numerous!
The most productive programmers today deeply understand computers, how to architect software, and how to make complex tradeoffs and who additionally are familiar with cutting-edge AI tools. --> Fundamentals are still important, and for those, job opportunities are numerous!
@sama on GPT-6: “People want memory.” @mustafasuleyman calls it out: “The missing piece is memory.” @demishassabis reveals: “The AGI gap = reasoning, planning, and memory.” The AI elite keep circling one word: 🧠 memory. But what does that actually mean? Turns out AI memory…
Deep respect for @Tsinghua_Uni, their research is truly mind-blowing 🤯
Deep respect for @Tsinghua_Uni, their research is truly mind-blowing 🤯
Every tech revolution starts with infrastructure: 🚂 1800s: Railroads → moved goods 🌐 1990s: Fiber optics → moved data ⚡ 2020s: GPU racks → moving intelligence NVIDIA $NVDA just projected: "We see between $3–$4 TRILLION in AI infrastructure spend by the end of the decade."…
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