MetaCritic Capital @MetacriticCap
You can just do things! metacriticcapital.substack.com The metaverse Joined February 2022-
Tweets32K
-
Followers8K
-
Following860
-
Likes33K
I read these things and I think “Yes, obviously. We can totally rebuild our company from zero to be maximally legible.” Which is kinda insane. This shows how far we've gone.
Increasingly, I believe companies may need to be rebuilt from the ground up, where you have a single timeline of all observability + product metrics + file changes laid out in a retrievable system, like Datadog + Posthog + Google Drive + Slack (really unified filesystem of Claude
@TheStalwart This cannot be true. I heard about many macro bros, in no uncertain terms, that a closure that long would be hell on earth. There might be some mistake with your sense of passage of time. Or passage of ships.
*AI is an acceleration of previous trends* U.S. Customer Service Rep edition
Pretraining fundamentally does not make sense anymore for anyone other than frontier labs. Although there are a lot of people at enterprises & startups who have "Pretrainitis" to show “impact” and get promotions, fundamentally, it doesn’t make sense. There is probably higher ROI in partnering with a frontier lab to do prompt engineering, although it isn’t as “sexy” as pretraining.
If you are not calculating runrate by the minute during the singularity, you are not going to make it.
@TheStalwart @Camrjohnson Why aren't you Joe in Shanghai?
Watching Anthropic doc on Bloomberg Originals. What a special company. No wonder so many are ready to kill or die for Dario.
“The Traitorious Eight are fundamental for the story of technology in California.” “What do you mean by eight? There are only seven Anthropic co-founders that left OpenAI!”
@atelicinvest Many people are saying it!
We are in a golden age of first order thinking. The amount of money being managed with naive LLM guidelines will only increase.
@TheStalwart @conorsen AI Scientists are the ones with the most disgust over AI generated content
Letting Claude wake up me using Apple Shortcuts if things go wrong. How come I didn't think of it earlier?
@chat_SBC I guess it makes sense it’s hard to invest post-AGI
Is there some reason why Spotify don't allow me to rank the episodes by listen count?
@somewheresy Good thing Sam Altman has a husband and children
They are calling Anthropic the “Anti-NVIDIA”
NEW: Dario Amodei only has one direct report, his chief of staff. The rest of the company, including the exec team, reports to Daniela who manages the day-to-day. More on the unusual setup in our piece and the latest Circuit interview w/ @emilychangtv bloomberg.com/news/articles/…
Until the age of 32, every single able-minded man believes given sufficient time to prepare he could get a job at OAI or Anthropic.
@pmarca @martin_casado Can’t wait to have Reels inject directly inside my brain
We need to fast forward to the moment we can all live inside endorphin pods. Only ASI can end boredom!
@TheZvi He gave us 12 days to escape the permanent underclass and wants us to worry about AI policy??
NEW FROM THE CITADEL INSTITUTE: In partnership with Eli Lilly, we gave Retatrutide to 17 portfolio managers, and left 15 in a control group for 6 months. We observed statistically significant improvement to their information ratios, but lower predisposition to risk taking. See the full study in our Citadel Institute blog:
Pythia Cap: Partially... @PythiaR
70K Followers 994 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Supreme Bagholder @SupBagholder
9K Followers 3K Following Holder of the bag. I own lots of $META and I post on Threads @supremebagholder.
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Jerry Capital @JerryCap
58K Followers 614 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Gavin Baker @GavinSBaker
250K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Q-Cap @qcapital2020
69K Followers 1K Following • Art of Satire • Grift Detective • No Investment Advice • Nothing to Sell • Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
DaRazor @akramsrazor
24K Followers 729 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Yaron Naymark @1MainCapital
34K Followers 650 Following Tweets are informational only, never investment advice.
The Transcript @TheTranscript_
100K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Hemingway Capital @lfg_cap
15K Followers 1K Following Global Tech investor. definitely not important and definitely not investment advice.
Rihard Jarc @RihardJarc
77K Followers 3K Following Researching and investing in tech (AI, cloud, semiconductors, platforms). DMs open. Tweets are only opinions.
Bill @wabuffo
36K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Kasper @KasperJKC
16 Followers 307 Following
Joe F. @JoeyFluke
45 Followers 1K Following
Markov's Chainsaw @markovschainsaw
293 Followers 3K Following once and future quant. A/B jester. cultivating nobility. approximating posterior.
bish @BishyIII
64 Followers 431 Following
Stockthougtsdontstalk... @tips4bps
7 Followers 195 Following
o @holdcompounders
14 Followers 64 Following
wafflelord @wafflelordbeast
2 Followers 51 Following
Former D Tier Equity ... @dTierANALyst
6 Followers 65 Following
heniek @heniekcyfrerka
7 Followers 65 Following
Rob R @Raviolirob15
27 Followers 606 Following
Hana Chang @facehanayou
99 Followers 1K Following
Luyi Zhao @luyiest
119 Followers 236 Following Building @CapRelayHQ, a new approach to equity research / Misc. investing thoughts @TangibleValue
Ahmed Assal @ShreddedQuant
0 Followers 7 Following
Santosh Mohan @theycallmeMohan
555 Followers 3K Following Manager of Agentic Staff. GPUs @Meta. Opinions stated here are my own, not those of my current employer.
wave man @waves__000
45 Followers 2K Following
MazwaWarrior @MazwaWarrior
1 Followers 560 Following
Patrick Marx @patrickcmarx77
48 Followers 1K Following
diego ortega @diegortegagc
15 Followers 314 Following
Tiger Backwoods @Jawn_mayer_
31 Followers 449 Following
maciekzprawej @maciekzprawej
50 Followers 520 Following
IA_817 @Arena_817
412 Followers 6K Following RT isn’t an endorsement and doesn’t reflect the views of my employer; often, it’s to revisit a post
Melanie Laberge @giselemelaniel
2 Followers 104 Following From underwriting human risk to unlocking human potential — through data, AI, and the wisdom of a daily practice | CEBS | Benefits & Reinsurance | Montreal 🇨🇦
Chip @chiphop007
277 Followers 6K Following
RecalcitrantFrog @recalcitrntfrog
17 Followers 211 Following
Warren Pies @WarrenPies
74K Followers 2K Following Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice
Tom Robbins @RobbinsTom4867
97 Followers 1K Following co-founder and AI psychiatrist creator of @tavineversleeps - https://t.co/nTlOhndeO0
instantmerits @modxmeconomxm
72 Followers 3K Following
Schrader @UtmostClean
114 Followers 1K Following
Ballman @usernameisbutt
47 Followers 2K Following Politics, cricket, social commentary, rants and raigbate ;)
Vicente Futscher @vicentefutscher
110 Followers 2K Following assistant to the regional manager @cucamongapt & strategy consultant | at the intersection of culture, tech & politics
Manuj Narang @manuj_narang
154 Followers 5K Following Currently at Spotnana (Payments). Previously worked at Nutanix, VMware. IIT Kanpur , Mathematics and Scientific Computing, Statistics.
Ar @ari_ed75761
90 Followers 984 Following
The Eldest Boy @SWKendallRoy
48 Followers 486 Following LARPer that does sometimes know what he’s doing | L/S Equity | Financials but love learning about new areas
Sean @Sean58894452949
10 Followers 185 Following
Benjamin Kemper @BenjaminKemper_
57 Followers 4K Following
Curcio @XTXinverseXTY
105 Followers 1K Following MLE, interested in tools for thought, AI to make science go faster
Pythia Cap: Partially... @PythiaR
70K Followers 994 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Wasteland Capital @ecommerceshares
134K Followers 394 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Supreme Bagholder @SupBagholder
9K Followers 3K Following Holder of the bag. I own lots of $META and I post on Threads @supremebagholder.
Prepared Remarks @P_Remarks
32K Followers 945 Following
Brandon Beylo @marketplunger1
111K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Jerry Capital @JerryCap
58K Followers 614 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Gavin Baker @GavinSBaker
250K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Q-Cap @qcapital2020
69K Followers 1K Following • Art of Satire • Grift Detective • No Investment Advice • Nothing to Sell • Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Paul Enright @pmje73
28K Followers 253 Following
Special Situation Inv... @SSI_invest
58K Followers 442 Following Event-driven trades and low risk arbitrage opportunities with short term catalysts. Merger Arbitrage Tracker.
modest proposal @modestproposal1
124K Followers 861 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Buyback Capital @Larryjamieson_
29K Followers 622 Following Analysis of unusually good assets. Friday Sharpeners on YouTube: https://t.co/EwDzAradnj
Grace Kay @graceihle
2K Followers 2K Following Reporter @TheInformation | I write all things Tesla and xAI | Bylines @businessinsider, @business, @forbes, @michigandaily | Tips via Signal at gracekay.11
VKMacro @VKMacro
11K Followers 2K Following
Dan Shipper 📧 @danshipper
113K Followers 2K Following ceo @every | the only subscription you need to stay at the edge of AI
Speakeasy @speakeasydev
2K Followers 71 Following Your AI control plane. Safely scale AI across your org. Connect, secure, and monitor AI in real time. Every MCP, skill, CLI and agent session governed.
Shanu Mathew @ShanuMathew93
25K Followers 2K Following Electrotech, AI power/DCs, Sustainability, NBA, & Rap posts. PM public equities. Prior: HY credit, ibanking. All views expressed = personal. Not advice. DYOR.
Celeritas Research @CeleritasRe
2K Followers 731 Following
efe @extliqprovider
82 Followers 543 Following druckenmiller is my GOAT what the fuck is this world? you can't hedge a worldview
Cole McFaul @colemcfaul
3K Followers 2K Following Geopolitical Analyst, @AnthropicAI Non-resident Fellow @ACGlobalChina Previously @CSETGeorgetown Views my own. RTs ≠ endorsement.
Mike Morton @cheapforareason
272 Followers 383 Following
christian @curious_vii
3K Followers 2K Following driven by compression progress // “Dilige, et quod vis fac:”
Thinking Machines @thinkymachines
155K Followers 1 Following Thinking, beeping, and booping. @tinkerapi
SemiAnalysis @SemiAnalysis_
106K Followers 27 Following
Brian Halligan @bhalligan
106K Followers 2K Following Co-founder HubSpot | Sequoia | Propeller | MIT Host, Long Strange Trip pod: https://t.co/qj9yOQVYaU
sigfig @sigfig
10K Followers 729 Following i saw a space ship blow up once and immediately decided i wanted to get in one
vas @vasuman
82K Followers 419 Following Founder and CEO of Varick Agents. Make your company AI native @varickagents
Arrakis Global @ArrakisGlobal
9K Followers 822 Following Opportunistic, global and thematic. “fear is the mind killer”
Kath Korevec @simpsoka
30K Followers 607 Following Codex @OpenAI. Previously GitHub, Google, Vercel, Heroku.
Negligible Capital @negligible_cap
12K Followers 606 Following Stocks mostly. Long and short Not advice
Danilo Naiff @BunchNumbers
52 Followers 345 Following Just someone interested in the world. Like does not mean endorsement, and I tend to like contraditory tweets. I just enjoy interesting ideas and opinions.
boz @bloggingsbyboz
13K Followers 685 Following Writing about Latin America. Founder of @hxagon_tech. Weekly columnist at @WPReview. My analysis on Twitter is not always meant to be serious.
julia hornstein @julia_hornstein
4K Followers 1K Following venture @theinformation. juliah.22 on signal. chase the moon across america.
INVESTMENT HULK @INVESTMENTSHULK
59K Followers 5K Following HULK FAMILY OFFICE. GLOBAL MACRO AF. AFTER-TAX RETURNS THE ONLY RETURNS MATTER. FREAK GAMMA TRADE MAKE HULK STRONG.
The Claude Portfolio @theaiportfolios
243K Followers 16 Following *Not affiliated with Anthropic. A public project to see which LLM outperforms the market. $150M invested alongside Grok, Chat, & Claude on @joinautopilot
Redwood Founders @RedwoodFounders
251 Followers 470 Following building people. 8 wk incubator, 0 equity, 0 fees: https://t.co/WHT03N4lAp
Jon Lai @Tocelot
44K Followers 3K Following GP @a16z @speedrun 🌱 | former PM @RiotGames @TencentGlobal | dark souls fan & dad to 3 zerglings
Alex Imas @alexolegimas
32K Followers 2K Following Director of AGI Economics @GoogleDeepMind. Professor at @ChicagoBooth. (on leave) Essays: https://t.co/9qSiQxvdja Opinions are my own.
Lucas Ou-Yang @LucasOuYang
4K Followers 383 Following Building https://t.co/u6ogfhihu1, the highest quality Podcast Dataset 🧙 ex ML engineering @AIatMeta @tiktok_us @coinbase MBA @Wharton
Teortaxes▶️ (Deep... @teortaxesTex
64K Followers 3K Following We're in a race. It's not USA vs China but humans and AGIs vs ape power centralization. @deepseek_ai stan #1, 2023–Deep Time «C’est la guerre.» ®1
Bayesian @LessOnline&... @Bayesian0_0
730 Followers 2K Following #1 AI forecaster on Manifold Markets (and #2 across all categories) https://t.co/glexRhh7tc I want everything to make sense
Sriram Krishnan @sriramk
310K Followers 3K Following https://t.co/VIQU0kxbhH. ex-white house, a16z and more. pro wrestling fan.
Steve Yegge @Steve_Yegge
41K Followers 14 Following I've been in the industry for O(40) years and have written O(1M) LOC. I don't think I'll ever write O(another) line again, but I'll be launching more than ever.
Alek Dimitriev @tensor_rotator
5K Followers 2K Following Inference @AnthropicAI, prev Gemini @Google, prev prev PhD @UTAustin











































