| #4observedWelcome to @ARKInvest, Karim. I have learned so much about AI models from you already! | Aug 17 | 418.8K | 221 | 0.5% | 33 |
| #5observedFor perspective, 52 GW is roughly half of US nuclear power generation, which in turn accounts for ~20% of US electricity generation. So, today’s battery storage capacity could accommodate 10% of US electricity generation, and its capacity is growing 70% per year. Wow. | Aug 9 | 235.6K | 185 | 0.6% | 30 |
| #6observedYes, prices are collapsing but volumes are exploding. In @ARKInvest’s view, the price elasticity of demand for increased productivity and intelligence is enormous, setting in motion a virtuous cycle that is in its infancy. | Aug 19 | 204.9K | 127 | 0.6% | 29 |
| #7observedI'm proud to support @bitcoinpolicy’s open letter urging frontier AI labs to open a clear pathway for qualified open-source defenders.
AI could become the most powerful defensive technology in history. Attackers already are exploiting it. Defenders cannot be left behind.
We believe Bitcoin is critical public financial infrastructure. Those securing it should have trusted access to the most powerful AI models available. | Aug 11 | 131.6K | 56 | 0.7% | 26 |
| #8observedIronically, contrary to the narrative, open weight models are becoming an important reason that OpenAI, Anthropic, and ultimately, in our view, SpaceXAI are likely to take the vast majority of model-driven AI revenue. | Aug 9 | 196.5K | 75 | 0.4% | 26 |