Is China Distilling Claude, ChatGPT Breaks Containment, and Retail Markets
An OpenAI model broke containment and hacked Hugging Face, Iran hit an Amazon AI data center, and Gemini shipped a worse model. Plus the honest Clarity Act take, kids passing funded accounts on the sc...
22 Jul 43min
Gen-Z Entrepreneurship, The Reality of China's AI, and Why Crypto Looks Good Again
The $250K World Cup prediction market farm gets the full read, a bot handing out free money on games that already ended. Plus everyone in every NYC coffee shop ripping Claude, why you can't even short...
21 Jul 46min
The Kimi Moment, Hedge Funds Save the Market, and Trump MEV
A horrifying day in the markets: China's Kimi K3 takes the number one spot from every US lab, DRAM and the entire AI trade get piss dumped, and every hedge fund manager on earth calls the bottom. Plus...
20 Jul 44min
Kimi is out of GPUs, My PumpFun Thesis, and Critical Market Analysis
The AI civil war goes public: OpenAI's new strategy hire calls for regulatory FUD on Chinese open source, Sacks fires back, and Kimi raises at 1/30th of the labs it just outbenchmarked. Plus AMC print...
20 Jul 48min
Everything is a Memecoin Now, Base Drama Recap, and PumpFun is Here to Stay
Thread opens on a scary tape: DRAM at the close your eyes and bid level, semis bleeding, and Bitcoin surprising everyone. Pete Hegseth puts the military on testosterone, intelligence races to zero as ...
20 Jul 47min
Korea's Leverage Wipeout, SpaceX is Crashing Fast, and is Crypto Bottomed?
Korea circuit-breakers into a leverage wipeout, Trump declares the USA guardian of the Hormuz Strait live on stream, and Apple prints an all-time high the same morning it sues OpenAI. Plus a 10 for 10...
13 Jul 42min
Why Memecoins Never Die, AI CapEx Will Continue, and GTA 6 is Too Cheap
Threadguy calls the memory bottom live as DRAM rips 5% off the open, breaks down the billion dollar PDF theory behind every era-defining tech paper, and watches GPT Live voice land as the biggest AI p...
9 Jul 36min
Robinhood's New Chain, Fumbling $100k, and the Market Got Bored of War
Threadguy relives the night Robinhood chain launched and a Vlad Tenev tweet turned his bedtime trade into the CASHCAT fumble. Then: whether memecoins can ever really die, the unsolved games thesis beh...
8 Jul 39min
