Matthijs @matthijspoot
Engineer | Econometrician | Investor. I write about finance, tech & AI Joined March 2018-
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GPT-5 just launched and is available to its 700 million users. But by default, chats are used by OpenAI to train the newest models. To opt out, go to Settings > Data Controls and turn OFF "Improve the model for everyone." Stop your private thoughts, ideas and issues from…
Many people still underestimate today’s AI. They’re waiting for the next breakthrough, assuming current models aren’t good enough and make too many mistakes. But I believe that’s the wrong mindset. Today’s AI is already powerful. What’s missing is our ability to use models…
Prompting is easy. Verifying is hard. That’s why most AI projects stay a nice prototype, and less than 10% go to production and are actually used. At a logistics client, we built a mail extraction agent to get order data from incoming emails with dates, cargo, and destinations.…
AI OVERPRODUCTION China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation. Why? I’m just inferring this from public statements,…
AI OVERPRODUCTION China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation. Why? I’m just inferring this from public statements,…
American consumers spent less time on streaming in 2024, but Netflix & Disney were up Watch time does not equal money spent on streaming. This could be a leading indicator of consumers becoming frugal for streamers
American consumers spent less time on streaming in 2024, but Netflix & Disney were up Watch time does not equal money spent on streaming. This could be a leading indicator of consumers becoming frugal for streamers https://t.co/FIg6cFDpjD
Three companies that should be publicly traded are Databricks, Notion, and Starlink link.medium.com/TNhTYfmGPPb
Reflection of growth in infrastructure and opportunities for India 🇮🇳
These are the highlights of $SONY in 2024: • Revenue grew 28%; Gaming led with $30.53B. • Music surged to $2.24B in profit. • Live service gaming failed; single-player titles thrived. • Financial Services to spin off in 2025. link.medium.com/pWCFiIppMPb
just chat. drop the gpt. it’s cleaner.
just chat. drop the gpt. it’s cleaner. https://t.co/1zQNY3zbLt
Some thoughts on Just Eat Takeaway ($TKWY) after the recent earnings. Challenges: - Poor Food Discovery and UI Design I find it difficult to discover good restaurants, even in a major city like Amsterdam. The platform’s user interface is less intuitive compared to competitors…
Perplexity for Finance: Real-time stock quotes. Historical earning reports. Industry peer comparisons. Detailed analysis of company financials. All with delightful UI. Have fun researching the market!
I strongly agree with @sequoia here. Application layer is king for the AI revolution. There is no doubt one of the — if not the — most valuable of such companies will be in *consumer* healthcare. Today that sounds like an oxymoron. Tomorrow it will just be known as healthcare.
How LLMs work, clearly explained with visuals:
The motion brush in @Kling_ai is really good! 🔊🔊

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