Passionate about investing. All tweets are just opinions, not investment advice.
Joined October 2019
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I don't remember whose post it was next, but somebody said that when you see two ants on your floor, the big probability is that there's quite a few more ants to be found.
NYT says Jensen Huang had a relationship Nvidia's vice president of health care. nytimes.com/2026/11/11/techn…
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He really will get ousted, won't he? This is crazy. One week ago, nobody would have even expected that he could lose his job.
ODDS OF JENSEN HUANG OUT AT NVIDIA CEO JUST JUMPED TO 64% ON THE NEWS OF THE SECOND AFFAIR ON KALSHI
$NVDA
@OpenAI should start fighting back
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Wild
Fable 5.2 ONE-SHOTTED this video.
It makes Opus look like a toy.
Watch the full video: youtube.com/watch?v=jeJdENEb…
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@GoogleAI is ccoking on the video front
Big news: Gemini Omni 1.2 Flash by @GoogleAI debuts at #1 in both Text-to-Video and Image-to-Video, and #3 in Video Edit!
Gemini Omni 1.2 Flash landed #1 in Text-to-Video with 1541 pts. This is a +27 pt improvement from the previous Gemini Omni 1.1 Flash at #2 with 1514 pts.
With this release, Google’s Omni variants take all 3 top slots in Text-to-Video.
See the Image-to-Video and Video Edit results in thread.
Congrats to the @GoogleAI team on this release!
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Nice
Today we are rolling out Gemini Omni Flash 1.2, with:
- longer video generation (15 seconds)
- deeper cinematic controls for camera pov
- support for multi-turn conversation editing
- less visual drift
- 30% lower price than Omni Flash 1.1
Read more: blog.google/innovation-and-a…
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Awesome. @GoogleAI is cooking with these video models.
Meet Gemini Omni 1.2 Flash ⚡️
We’ve made the model more cost-effective, bumped the video generation and editing limit up to 15 seconds, and made updates to how scenes hold together over time. We've also given character speech an upgrade, reduced visual glitches like jump cuts, and made sure the model stays even truer to any reference assets you upload.
So… what does all of that actually mean for you?
It gives you more room to tell your story. With up to 15 seconds to work with, you have more flexibility to create what you need — videos look more cinematic and smooth, offering stronger consistency that keeps objects anchored from start to finish. And when characters speak, the dialogue sounds more fluid and natural.
Creators and everyday users can start directing scenes and multi-turn edits in @FlowbyGoogle, generating 15-second clips at no additional cost in Google Vids, or creating 15-second videos in the @GeminiApp. Plus, for developers and businesses building with the API, we've dropped the price by 30% from the previous generation, making it available at just $0.07 per second for 720p video.
Watch the model in action as it turns a single style frame into a 4-shot, 15-second macro science explainer of a living beehive ↓
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Sad. But had to happen
JUST IN: Leopold Aschenbrenners Fund (Situational Awareness) has reportedly officially blown up…
These are the current (now liquidated) holdings:
- $MU bought at $1,153, now $703, (-39%)
- $CORZ bought at $25.6, now $11.1, (-56%)
- $SNDK bought at $2,268, now $874, (-61%)
- $NBIS bought at $273, now $121, (-55%)
- $CRWV bought at $99, now $42, (-57%)
- $BE bought at $301, now $165, (-45%)
Use him as a lesson why you NEVER over-leverage into high risk positions.
That concludes an end of an era…
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Ed Thorp is the true GOAT
People don't understand how insanely high IQ Ed Thorp is. He invented card counting in blackjack, earned 20% returns for 20ys by discovering a formula for option pricing that led others to a Nobel Prize, predicted Buffett would be the richest man in America (invested in Berkshire in 1983), invented the first wearable computer to beat roulette with Claude Shannon. His track record has the most evident display of extreme, real-world intelligence I've come across.
I call it real-world intelligence because he started from a theoretical background and worked his way into practical elements, some even physical. That is really uncommon. Most mathematical wizards stay in the abstract world; they don't move into the physical world. Some break into it through modern, quantitative finance. But Thorp built his reputation across fields, including and pioneering quant finance.
Best insight from Thorp is that unless he has an edge, he doesn't play. He would only bet if he mathematics give him a positive expected value. His card-counting system, the option pricing formula, the device to track roulette's spins. These are all instruments he built to earn his edge over other players.
Another interesting thing is that, after profiting from his edge in different games, he shared the secret. Published a book with his system for card counting, published an essay with the option pricing formula, started telling everyone about Buffett, shared the story of the roulette-beating wearable pc.
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