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Lokp Ray

@lokpray

105 Following
697 Followers


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Lokp Ray
@lokpray
I think gpt5 is almost ready
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Lokp Ray
@lokpray
https://x.com/asmah2107/status/1944978856428831202
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Lokp Ray
@lokpray
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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Lokp Ray
@lokpray
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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Lokp Ray
@lokpray
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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Lokp Ray
@lokpray
Alon is really good at timing the market. Truly impressive
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Lokp Ray
@lokpray
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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Lokp Ray
@lokpray
Veo from Google/ Luma / Pika Text -> Image -> Video https://x.com/elonmusk/status/1942141828842881080
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Lokp Ray
@lokpray
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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Lokp Ray
@lokpray
Comments are quite good 👇 https://x.com/sahilypatel/status/1941767908197269885?s=46&t=bXRj3LXXGHjoj1idpl6gdQ
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Lokp Ray
@lokpray
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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Lokp Ray
@lokpray
is it just me or does this look like an interrogation room?
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Lokp Ray
@lokpray
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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Lokp Ray
@lokpray
If you think about it, everyone in ai labs basically started/derived from google (brain/deepmind).
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Lokp Ray
@lokpray
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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Lokp Ray
@lokpray
Spot the difference: https://x.com/djcows/status/1940149135426167002
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Lokp Ray
@lokpray
I need him NOW 🥹
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Lokp Ray
@lokpray
Super intelligence
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Lokp Ray
@lokpray
Imagine (upto 20x) perp on $tsla, $spy, $qqq, $nvda Now imagine that on oai, xai, spaceX…
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Lokp Ray
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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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