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It can be tricky for people outside of AI to understand how the massive build out of AI infrastructure makes sense right now. Most of the use of AI at this point is basically asking a question and getting an answer back. It’s hard to perceive how this could turn into 10 or 100X

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AI agents are getting upgraded capabilities at a rapid rate. Here's the Box MCP server connected to Claude to generate a near-perfect powerpoint presentation based on an existing document. This is a small peek into what the future of knowledge work will look like. https://t.co/ZlDpH6hHU1

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right now is the time where the takeoff looks the most rapid to insiders (we don’t program anymore we just yell at codex agents) but may look slow to everyone else as the general chatbot medium saturates

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Gm dear have a wonderful day

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Half-way through the year, portfolio is up +114.5% vs. +18.8% for S&P-500 (zero $NVDA exposure) There have been winners & losers, but the high conviction positions outweighed The big winners: $TSM $MU $HOOD $AMZN $TMDX $NVAX $CLS $SLV $GOOGL $MGNI $AVGO $TREE $CDNA $TSLA $INDA https://t.co/9oLgpRC35E

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Half-way through the year, portfolio is up +114.5?s. +18.8?or S&P-500 (zero $NVDA exposure) There have been winners & losers, but the high conviction positions outweighed The big winners: $TSM $MU $HOOD $AMZN $TMDX $NVAX $CLS $SLV $GOOGL $MGNI $AVGO $TREE $CDNA $TSLA $INDA https://t.co/9oLgpRC35E

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