X

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• bullish endorsement Rene Haas

  we're super happy to be partnering with NVIDIA on that product

• bullish prediction Rene Haas

  there's a lot of opportunities for ARM to do even more than what we're talking about today. So it's super exciting.

• bullish prediction Rene Haas

  there's lots of opportunity for ARM because the base CPU will be ARM. And I think therein lies a huge opportunity.

• bullish assessment Rene Haas

  every data center, whether it's running general purpose compute, whether it's running inference or running training, needs a base CPU to run everything, end quote. And that's our role.

• bullish prediction Unattributed

  X.ai, because of the genius of Elon and the momentum they have and the operating businesses that stand behind them, are 100% going to be in that game and maybe eventually leading that game.

• bullish prediction Unattributed

  X looks like they have the potential to raise that kind of money.

• bullish assessment Unattributed

  Grok3 rocketed to the top of all app downloads, you know, on the iPhone charts. The, you know, at least my Twitter thread was full of people having great experiences, showing those great experiences on Grok3. So it had a personality and an interaction with people that I think people were enjoying. So, number one, it just has to be capable enough. Right. And it clearly crossed the threshold of being capable enough.

• mixed prediction Unattributed

  I was expecting, if there were pre-training headroom, I was expecting this to go through. Now, I will qualify, this was their first run. Right. Maybe there were some tricks they didn't know. Right. They can very well back up and do another run on that same large cluster and maybe shoot past these people.

• bearish criticism Unattributed

  I've been concerned that the way an LLM works and the way it's optimized, that building bigger clusters and more parameters won't buy you much.

• bearish criticism Unattributed

  And to me, I kind of had the opposite reaction, which is I felt like they just slammed up against the ceiling that's holding everyone in.

• bullish assessment Unattributed

  There's a new one in the market that invested what they needed to do, that has access to capital, has a data asset that they argue is important and special, and was able to get at the front of the race.

• bullish assessment Unattributed

  I think the biggest positive takeaway is there's a new player in the model market and we had often, a lot of people said, this is a sport of kings, there's only going to be so many players.

• bullish assessment Unattributed

  And the things that happened, I mean, I think the generic way of saying it is, like, it went right up near the top of all the benchmarks.

• bullish fact_claim Unattributed

  everyone in the ecosystem was super impressed with how quickly they built the Memphis facility. Exactly. And how big it was and it was the largest, you know, contiguous cluster in the world.

• bearish assessment Unattributed

  ultimately what I've said all along about Google is there that many ways, the best position company in the world, but a lot of their advantage, right. Is no longer much of an advantage, right. And namely that, you know, they were the dominant place where the consumer started every single query. And we know today that's just not true.

• neutral assessment Unattributed

  I think it's, it's, it's too early to know. What I would tell you is that, uh, they, they've absolutely made some changes. I think over the course of us, you know, three to four months to accelerate the business. You are, you've seen the news about open AI, uh, leveraging TPUs for some of the inference, uh, you know, uh, demand that, that they have.

• bullish assessment Unattributed

  the lock-in once one of these systems starts to truly understand you and have all your historic knowledge, um, I think the switching costs will be very high at that moment in time.

• bullish assessment Unattributed

  I continue to believe that open AI's, um, most likely chance to long-term, um, success comes from switching costs and lock-in more than it will come from staying on the edge of the, of the model race.

• bullish endorsement Unattributed

  People outside Silicon Valley may not know, you know, Michael and the team at cursor as well. This is an extraordinary team that he just downloaded right into SpaceX.

• neutral fact_claim Unattributed

  Composer 2.5 was Pareto dominant 12 days ago. It was trained on the Kimi K 2.5 base model. Now what's happening is the Grok 4.3 1.5 trillion parameter model is training. One would hypothesize based on scaling laws that that will might be a better base model. And then the cursor data is being injected into the pre-training process, not just reinforcement learning. And we'll see. And I think that is going to be a very important data point when that comes out.

• bullish assessment Unattributed

  I think they've dramatically advanced their capability when it comes to building a frontier model. People outside Silicon Valley may not know, you know, Michael and the team at cursor as well. This is an extraordinary team that he just downloaded right into SpaceX. SpaceX was already building good models. And what they have is they have this way to monetize compute that gives you this call option that you can pull all that compute in house, right, to train a model and then to run the model. I su

• bullish prediction Unattributed

  Six months ago, X.AI was competing. They were doing pretty well, but they've done something dramatic over the course of the past couple months, which is they bought Cursor, right? Cursor is 700, 800 people, was already doing incredibly well from a revenue perspective. Our own projections were that they could exit this year at up to $10 billion of revenue. So they were growing very fast, one of the leading coding agents. But they also had this incredible team with the potential, right, to really

• bullish assessment Matteo Franceschetti

  If our product was $100, probably by now we will have sold billions, literally, because people really, really like the benefits of what we do. And so it's our job as a group of, you know, an engineering group, even if I'm not an engineer, to make sure that we can keep reducing prices so everybody can get better sleep.

• bullish prediction Matteo Franceschetti

  We want to democratize sleep. So the way I always say is, imagine if we were Tesla, we are the Model S. There will be the roadster, so there will be something even better, but you will also see us coming out with the Model X and Y and three.

• bullish assessment Unattributed

  I think Cosign is going to be valuable to hopefully so many people in the community and also very valuable to the work that we do and what we try to do.