Bruno Esquen @bruno_esquen
🇵🇪🏊♂️🗽 Manhattan, NY Joined January 2018-
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I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made) I’ll pick the winners in 72 hours
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Shockingly, this appears to have not been true.
xAI is not raising capital and I have had no conversations with anyone in this regard
In today's Early Look: "Long GOOGL, Gold, Materials, etc." Going from long-time $META Bull to Bearish (on Monday), THEN saying go BIG and BUY $GOOGL after he’s right on META? In almost 25 years in this profession, I haven’t seen an analyst have a week like The Freebird just…
@JackFarley96 PCE much higher than est...not just GDP
We are too busy teaching our kids about pronouns and watching drag queens. Meanwhile in China …
Uh, guys, I think our future problems with China may go way beyond just needing to “ban” TikTok… 👀
$META deserves penalty box for now. Q2 rev guide miss, while FY expense & capex increase on push to be “leading AI company in the world.” But stock now ~18x CY25 PE for still one of fastest megacap growth rates. Election & Olympic spend coming. Expect good 2H risk to reward.
With @carlquintanilla @SaraEisen 11am ET. Expect NT mkt bounce given some oversold conditions. But punitive reaction to tech results so far (ie $TSLA deliveries, $TSM, $ASML, $NFLX, $SMCI lack of +pre) & concerns about ROI on AI investments keep us selective on earnings this wk.
But yields are higher 🤔
I take it back!
$SNOW Snowflake launches Artic, a new LLM. A breakthrough in efficient Enterprise AI? 🤖 Excels in SQL generation & coding, even with a modest training budget. 🔓 Apache 2.0 license offers unprecedented access to weights, code, & research data. 🏷️ Could lower the cost barrier…
Sounds good in theory, but in practice airlines will just jack up the ticket prices to compensate for these unknown variables. This will ultimately make flying less affordable to those who are least able to pay. Beware the law of unintended consequences—it certainly applies…
BREAKING: Airlines will now have to pay you when they mess up. The Department of Transportation has issued a new rule requiring airlines to give you an automatic refund if your flight is canceled or delayed or if they lose your bags. It’s a game changer for U.S. travel.
In case you missed it, here's the startup's viral demo of Devin last March. It's an AI agent capable of writing and fixing code autonomously and even completing jobs on Upwork. (It's not publicly available to try at the moment) x.com/rowancheung/st…
So, Cognition AI just introduced Devin, the most capable autonomous coding agent I've seen. Instead of just autocompleting tasks, it can write entire apps on its own in minutes. It also correctly resolves 13.86% of issues, autonomously.
Cognition Labs (creator of Devin) is now valued at a $2B The startup is 6 months old and has no revenue AI agents are so back
And yet the market prices of these miraculous money-spinning computers-on-wheels continue to decline. $TSLA
Tesla using in-vehicle compute for other purposes would create another way to get more utilization / a revenue stream off of the car, even if the owner hasn't signed up for the robotaxi network. Personal cars are used <=~5% of the day now by human drivers so lots of room
Adobe just released Firefly Image 3, the next iteration of its free AI image generation model. Plus, Photoshop just got a ton of new AI updates. I'm super excited about this: > Firefly Image 3 promises new photorealistic quality, improved text rendering, better prompt…
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