Being smart isn’t as important as being smart in a different way than others. The $20k to $60M guy in Unknown Market Wizards who’s going all in on humanoids.
Aug 18 • 11 tweets • 5 min read
1/11 🧵 THREAD: Google’s reported search query growth may be AI-driven, not human.
2/11 Evidence is piling up that people using AI queries through ChatGPT are generating Google searches and clicks at scale. That can mask slowing human search activity while still printing "growth."
Jan 23, 2024 • 15 tweets • 6 min read
1/ The future of labor is being reshaped before our eyes, and @elonmusk ’s Optimus humanoid is poised to lead the change. Here’s how I see Tesla’s humanoid bots credibly adding $10 trillion to $TSLA valuation by 2030. #Robotics, #AI 2/ Facing an 8M+ job gap in essential manufacturing alone, Tesla's humanoids offer a solution, not a replacement for humans. Musk warns of a population collapse riskier than global warming. Our future? Optimus bots tackling the skilled labor shortage.
Nov 3, 2023 • 16 tweets • 5 min read
Unpacking @CelsiusOfficial Energy ($CELH) Market Genius: 10 Bullish Insights + 3 Watch-Outs from my 60+ Hour Social Research Deep Dive.
1/ They've changed the game by turning energy consumption from an impulse buy to a daily ritual. Celsius has become the breakfast of choice for many GenZers .