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ASIC Spec Summary by Jeff Pu, GF Securities For the full report, please contact me via DM.

I’m excited to be the Chief AI Officer of Meta, working alongside Nat Friedman, and thrilled to be accompanied by an incredible group of people joining on the same day. Towards superintelligence 🚀

“Mark Zuckerberg doesn’t understand product-market fit”

Just wait until context windows get legitimately large; people are going to churn tokens like you can’t even imagine

I think this ends up being where I land in the debate

This feels like a big deal that no one is paying attention to…

these results were eye-opening for me... chatgpt agent performed better than i expected on some pretty realistic investment banking tasks

An entire WSJ article about why US soda-makers don't use cane sugar (spoiler: we don't "make enough" lol) and not a single mention of highly-restrictive US sugar quotas that keep prices here WAY above global levels? Cmon, man. wsj.com/business/the-p…

Is this the Apollo Go RT6?

We live in a simulation

I’ll float $TEAM, $NOW looks range bound as the space is perpetually hated, I see $PLTR losing steam, $SAP is whatever and the field just doesn’t excite me? Broadly feel like more underperformance inbound as we hear more vibe coding success stories with Agent/GPT5, etc though

What determines the replacement rate rig count?

Truly don’t understand the ignorance towards what Amazon is doing?

What does this even solve for though?

Hard not to feel like QSRs and staples are going to be structurally challenged over the next few years with how widespread and cheap GLP-1s will become

This is about stemming the bleed, not winning share fwiw imo

A bit confused how a bunch of in-vehicle inference chips put together on a board is supposed to compete with purpose built data center chips… at a certain point why bother?

Makes literally no sense at all btw, why wouldn’t this car also be capable of FSD and therefore be attractive in its own right

Breaking: company with revenue model significantly harmed by lower interest rates up nearly 10% on news that the Fed might lower interest rates