valuehunter @valuehunter22

If you use Gmail, you need to read this. Google’s AI, Gemini, can read your emails, attachments, bank statements, etc. For many, this feature was switched on without consent. Here's how to turn it off 🧵 1/

Between high costs, Chinese competition and the death of tokenmaxxing, OpenAI and Anthropic may well never be profitable in a sustained way — but the good news for them is that investors obviously don’t care about any of that anymore!

An additional Robotaxi operator in the US. $MBLY probably has a robotaxi tech suite comparable to Waymo and better than Tesla FSD.

Mobileye @Mobileye

5 days ago

NEW: Mobileye today announced plans to expand its robotaxi activities beyond supplying self-driving technology and into full ownership of an autonomous ride-hailing business.    The planned initiative, set to launch in a U.S. city in 2027, combines Mobileye’s autonomous driving

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I don't know if SpaceX will be up or down a day/week/month after the IPO. But I know there is a very high probability (given the absurd valuation and insider selling pressure) that it will be down 30%-40% from the IPO price within the first year.

Anti-Drone solutions are going to be a huge market. LiDAR is one of the key technologies for detection. Innoviz probably has one of the best solutions. See the video from $INVZ. other system players - $ONDS other LiDAR players ? - $OUST

Abraham Drummond @abrahamdrummond

3 weeks ago

$INVZ Innoviz lidar is an important part of the solution to devastating drone attacks. youtu.be/yjKNkC6tzVs?si…

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Google has a monopoly on search. Amazon has a monopoly on e-commerce. Meta has a monopoly on social media. Microsoft has a monopoly on corporate IT. Apple has a monopoly of high end consumer tech. All these companies work because they are monopolies. Together, they generate all the growth in the US stock market. On the other hand, Anthropic, OpenAI, Gemini, and xAI are all competing in the exact same market. So we are moving from a stock market led by a handful of tech monopolies to a battle royale of money losing AI plays. The average investor just buys the SP500 and doesn't think. But the structure of earnings of the index is about to dramatically change.

Humans can only manage 5 AI agents max I asked everyone I know: "How many agents can you manage simultaneously?" The consensus: 3 is hard. 5 is the absolute limit. Nobody can effectively manage more than 5 agents at once. Managing 3-5 agents turns you into a context-switching nightmare. Channel A, Channel B, Channel C. Your brain becomes a pinball machine. Two key insights: 1. The future isn't humans managing agents - it's agents managing agents. I can't personally manage 100 agents. My brain would explode. The only path to scale is having a meta-agent manage my agent workforce. If I only manage 5 agents, I'm basically a small team lead. M0 level at Facebook - managing 5 direct reports. But if I can manage 50 agents through AI management layers? That's a completely different power level. 2. The bottleneck is task duration, not task complexity. If an agent bothers me every minute, I can only handle 1 agent. If it's every 5 minutes, maybe 3 agents. If it's every 10 minutes, possibly 5 agents. The breakthrough everyone talks about - "long horizon tasks" - isn't just about AI doing complex work. It's about AI working independently long enough that humans can actually parallel multiple agents. Real-world implication: Facebook now ranks engineers by token usage to measure AI adoption. But you can't burn serious tokens by manually managing agents one-by-one. To hit the top of that leaderboard, you NEED agents managing other agents. That's the only way to achieve massive token consumption. The human cognitive limit is real. 5 agents maximum. Everything beyond that requires AI management layers. We're exploring this at our company. I think "Agent Manager" as a product category will emerge very soon. The question isn't "How good are you with AI?" It's "How many management layers can you orchestrate?" That's where the real leverage lives.

Good summary. But you forgot to mention the craziest point: The market values $CTRM at just $23M !!! Shareholders equity is $670M. Cash is $190M. I know this is a Cyprus shitco. But still - 4% of book?

StocksDaily @StocksDaily

3 weeks ago

$CTRM Castor Maritime Q1 2026 earnings — net income of $69.2M vs a $23.3M loss in Q1 2025. Key detail: the headline number is heavily inflated by a $46.5M unrealized fair value gain on its MPCC Container Ships stake, which appreciated ~30% in the quarter, plus $10M in forex

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Hitler running a frontier AI lab in SF hears about the "Car Wash Prompt"

$NBIS market cap is now higher than $CRWV. $CRWV is much larger. If AI delivers, both win. If AI stalls, both are not worth even 25% of current market cap. Is the market sane anymore?

DeepSeek just popped the American AI bubble. Not by killing AI. By killing the fantasy of unlimited AI pricing power. DeepSeek V4 Pro: Input: $0.435 per 1M tokens Output: $0.87 per 1M tokens OpenAI GPT-5.5: Input: $5.00 Output: $30.00 Claude Opus 4.7: Input: $5.00 Output: $25.00 Claude Sonnet 4.6: Input: $3.00 Output: $15.00 DeepSeek is roughly: 11.5x cheaper than GPT-5.5 on input 34.5x cheaper than GPT-5.5 on output 28.7x cheaper than Claude Opus on output 17.2x cheaper than Claude Sonnet on output If a model is “good enough” at 1/20th or 1/30th the cost, margins will compress faster than Wall Street expects. AI is not dead. But the AI bubble just lost its pricing power. $NVDA $MU $AMD $SMCI $AVGO $ARM $MSFT $GOOGL $META $AMZN $ORCL $PLTR $CRWV $NBIS #AI #DeepSeek #AIBubble #ArtificialIntelligence #Semiconductors #HBM #DRAM #Nvidia #Micron #AMD #TechStocks #Nasdaq #StockMarket #Investing #WallStreet #YapayZeka #Borsa

DeepSeek @deepseek_ai

4 weeks ago

We are making our discount permanent! 🎉 Enjoy building with DeepSeek-V4-Pro and bring your innovative ideas to life! 🚀

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$TEAD will double in price if it meets its 2026 EBITDA guidance of $100M. But please note that it has $600M of expensive debt.

As a casual user of all US LLMs, I noticed that both Anthropic and OpenAI have reduced usage quotas for free users and basic subscribers. I guess they want to push pricier subscriptions and/or reduce inference losses. I find myself doing more with Grok, Gemini and Mistral.

Can’t wait to watch services go token based and have users run to whoever happens to be subsidized until they give up! They should just rip off the bandaid

Ed Zitron @edzitron

a month ago

GitHub Copilot moves to token based billing on June 1, and its users got a calculator showing their actual monthly token burn - some $39-a-month users have spent $1500 to $5800 in tokens a month. I believe it's indicative of every AI startup. wheresyoured.at/premium-what-i…

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$MBLY — The Most Overlooked AI + Autonomy Play Right Now Mobileye isn’t a startup betting on self-driving. They’ve been shipping ADAS technology since 1999. 230 million vehicles on the road today run their EyeQ chips. That’s the moat most investors are sleeping on. But here’s where it gets interesting. THE PRODUCT LADDER → Base EyeQ ADAS — 230M+ vehicles, cash flow engine → Surround ADAS — hands-free highway, 19M+ units committed by OEMs → SuperVision — full route assisted driving, $1,000+ content per vehicle vs ~$75 for base ADAS → Chauffeur — eyes-off L4 consumer autonomy → Drive — robotaxi fleet platform, already deploying in Oslo with VW’s MOIA The revenue per vehicle inflection is the entire thesis. Every SuperVision win is worth 10–15x a base EyeQ unit. THE NUMBERS → Q1 2026: $558M revenue, +27% YoY — beat estimates → FY2026 outlook raised to ~$1.98B → $1.7B cash on balance sheet → $250M share buyback announced → 2027 flagged by management as the P&L inflection year RECENT WINS → Porsche — SuperVision production launch confirmed → Mahindra — SuperVision + Surround across 6+ models, India 2027 → VW MOIA + Holo — Mobileye Drive robotaxi live in Oslo → Major US automaker — 19M+ EyeQ6H Surround units committed THE WILDCARD In early 2026, Mobileye acquired Mentee Robotics — an AI-first humanoid robotics company. CEO Amnon Shashua is now positioning $MBLY as a Physical AI platform, not just an automotive supplier. The TAM just got a lot bigger. THE RISKS → NVIDIA + Qualcomm pushing open-platform alternatives — OEMs want software control → China market erosion from domestic rivals → Intel majority ownership overhang → Near-term losses expected through 2026 before the inflection $MBLY trades like a legacy auto supplier. It’s actually a data + AI + autonomy company with 25 years of OEM relationships, 8M+ active REM mapping vehicles, and a product roadmap that scales revenue per vehicle 10–15x as autonomy levels increase. 2027 is the year the market will re-rate this story. Not financial advice.

InvestmentGuru @InvestmentGuru_

a month ago

$MBLY added new position today

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Great research on Innoviz $INVZ. I differ on a few points: - Defense will be a large business with better pricing - Expect major announcements in the coming 3 months - When the market realizes the potential (don't know when that happens) current valuation will look like a joke

Yosh Zlotogorski @yehoshzl

a month ago

Yesterday, I published a long take on $INVZ and where it’s heading in 2026-2027. Today they reported Q1. Very much in line with thesis. open.substack.com/pub/thereservi…

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I tried using LeChat.AI by Mistral for general knowledge questions and assignments and I am positively surprised. chat.mistral.ai/chat

90% of companies be like

Any company that thinks we are short on GPUs, SMCI would be happy to sell you some. They have billions worth of racks sitting around waiting for clients.

The millions of people that blindly believe in the AI and hyperscaler hype should follow Ed Zitron @edzitron. I don't always agree with him, but he brings a detailed, data-based and reasonable counter-arguments. Even if you think he is wrong -- you will enjoy his wit and style.

Ed Zitron @edzitron

a month ago

Free newsletter: Despite stories about gigawatts of capacity coming online, the vast majority of announced data centers have yet to be built, with many running far behind schedule. I believe NVIDIA is warehousing at least a million Blackwell GPUs. wheresyoured.at/where-are-all-…

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