Lokp Ray

@lokpray

103 Following

697 Followers

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One of my ex co-worker (whom im a close friend with now) joined windsurf last oct. I just had dinner with him. His emotions in the past few months were as volatility as eth price.

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I watched the entire presentation and tried grok 4 today. Elon literally beating all benchmarks so much that the benchmark cant even be used for future benchmarking anymore... 🤣 grok 4 = grok 3 + RL ("nothing new")

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Anna Wintour stepping down after 37 years... literally >1.2B of the 2B revenue back in 2022 came from Vogue -- also making it the first year for Condé Nast profitable (shortly)

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Alon is really good at timing the market. Truly impressive

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30min podcast of ppl in their 30s/40s sharing how 20s should spend their time in the ai era! https://www.youtube.com/watch?v=ShYKkPPhOoc

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Veo from Google/ Luma / Pika Text -> Image -> Video https://x.com/elonmusk/status/1942141828842881080

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Still cannot imagine how Chagee is worth $5B^^ Food and beverage (esp boba shops) have razor thin margin even with franchises but kudos for them with p/e at 14. and it's just starting with its international expansion (only one store in the US for now)

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Comments are quite good 👇 https://x.com/sahilypatel/status/1941767908197269885?s=46&t=bXRj3LXXGHjoj1idpl6gdQ

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Windsurf is OpenAI wrapper OpenAI is a Nvidia wrapper Nvidia is a TSMC wrapper TSMC is a ASML wrapper ASML is a sand wrapper Sand is a silica wrapper

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is it just me or does this look like an interrogation room?

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Lovable. Has there been any other wrapper that found good pmf yet? Why is it all coding/developer related tools lol

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If you think about it, everyone in ai labs basically started/derived from google (brain/deepmind).

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This reminds me of the good old days. I hope it works out this time...🤞 https://x.com/WuBlockchain/status/1940073323398144288

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Spot the difference: https://x.com/djcows/status/1940149135426167002

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I need him NOW 🥹

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Super intelligence

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Imagine (upto 20x) perp on $tsla, $spy, $qqq, $nvda Now imagine that on oai, xai, spaceX…

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All on-chain tokenized private companies oai/spaceX/anthropic will trade at a premium to the already premium traditional secondary 🫡 I’m not certain but quite certain.

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I started+finished Squid Game season 3 today (on 2-3x speed). To be honest, it ended better than I expected. Normally, these franchises end with a disappointing or overly rushed conclusion, but nonetheless, it turned out slightly better than I anticipated (though I still think ending it at season 1 would have been nice).

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Can someone educate me as to why Kalshi is valued twice as much as polymarket? Don’t they basically do the exact same thing with around the exact same time with the exact same users group and the exact sectors of VC they are raising from?

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