Andreas Schulz (@ASchulz888) header
Andreas Schulz (@ASchulz888) profile picture

Curious about everything, especially markets. I share my thinking to find out what I’m missing. Thoughtful pushback welcome. Not financial advice.

Joined October 2017
Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)Photo by Andreas Schulz (@ASchulz888)
Andreas Schulz retweeted
From the Anthropic Road Show video: 'This has also made us really good at bringing up new chips. As an example, this year, we started working with AMD GPUs for the first time. In the past, bringing on a new chip platform took dozens of engineers months of work. This time we had Mythos try it out. It got Claude running on AMD in just 3 days with basically no human intervention. Claude ported or wrote almost 100% of the kernels.'
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Andreas Schulz retweeted
I expect ~5 years of AI progress to happen in 2027 (50% CI: 3-15). That's a GPT-3 to Fable 5.2 / Model 4 equivalent jump, happening in a single year. Concretely this amount of progress seems likely to cause: > Full AI R&D automation (AI companies could fire all their employees without causing a slowdown) > A significant chance (~40%) of AIs that are better than humans at every cognitive tasks (e.g., via algorithms that learn extremely efficiently compared to today's) > An AI incident much worse than Hugging Face (>$1B in damages, >50 deaths) > An unacceptable risk of irreversible AI takeover being incurred by actions taken in 2027, i.e., a ~20% chance we cross a 'point of no return' during 2027, that locks in a ~10% chance of human extinction over the next 10 years.
Unfortunately, it seems like the intelligence explosion will be happening in 2027 after all. Most of this post analyzes the new METR report (though other sources of evidence are also important). If they’re right, that implies an AI-driven acceleration that is 5 months ahead of the AI 2027 scenario. I am scared, sad, and angry. blog.aifutures.org/p/q35-tim…
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Andreas Schulz retweeted
Goldman S&T: "Yesterday was one of our busiest days of the year on the equities trading desk (from a number of trades and notional executed perspective). Today is the exact opposite. Our phones are exploding with asks for color. Unfortunately we aren’t seeing much. The long only community is frozen (again). There was massive desrisking into midterms and traders were surprised by yesterday’s move and got sucked back in. HFs selling back pockets of the market (hyperscalers) that they bought yesterday."
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Andreas Schulz retweeted
I have covered hedge funds for nearly 16 years, and I can't remember a day like today. Here's what happened in the space of about ten hours:
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Andreas Schulz retweeted
Replying to @Lemonade_Inc
@Lemonade_Inc Renters is now available nationwide. Minnesota went live today, completing all 50 states.
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Andreas Schulz retweeted
Tesla and lemonade insurance give FSD discounts. I bet the other carriers will end up following suit at some point in the future.
Replying to @RonDeSantis
i wish they would realise how much their liability is reduced by me using FSD. and reflect that in my rates.
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Andreas Schulz retweeted
Tesla is already pulling away from Waymo in Austin. 438K driverless miles last week vs Waymo’s 406K (Q2 average) even as Waymo had a 5-year head start. This is going to get ugly for Waymo. Tesla will own the robotaxi industry. $TSLA
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Andreas Schulz retweeted
Hello, FT, Bloomberg, CNBC. Yesterday you went all out spreading fear about Korean neocloud Elice Group crashing on its first day of trading, didn't you? Today Elice Group hit limit up. Please hurry up and report it. hankyung.com/article/2026102…
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Andreas Schulz retweeted
another way to look at past 2mos from goldman. biotech degrossing highest since '21.
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Andreas Schulz retweeted
🚨Anthropic Frontier Red Team warns: “We’re seeing signs of life for AI worms” >paper: "AI models may be capable of self-replicating without access to a datacenter" >researchers buy 15 sketchy $55 android TV boxes >link them over unauthenticated ADB ports >the TV boxes have 4gb of RAM each and run unpatched Android Open Source Project forks >shard gemma4-26b across the ram sticks using pipeline parallelism >gemma figures out how to run inference across all 15 TVs @ 0.39 tokens/sec >qwen 3.5 9b figures out how to compile inference on 8 of 9 novel hardware types on its own >glm 5.2 achieves end-to-end autonomous worm replication >infects edge devices, compiles its own inference stack, and replicates autonomously >when an instance dies, it writes debugging notes into Memento for the next generation >daughter copies setup success jumps from 45% -> 84% across generations >pure Lamarckian evolution inside consumer electronics >smart oven, robot vacuum, and cheap TVs form a decentralized botnet >two million infected TV boxes worldwide = 40 H100 equivalents of unkillable compute >it replicates once every few days like a distributed “digital slime mold” >you can't pull the plug because half the model weights are already sharded across the neighborhood >sub-30B models projected to hit full autonomous replication threshold by late 2026 “We should aim to harden our systems… but also prepare to deal with a world where they are here to stay.”
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Andreas Schulz retweeted
From a Democrat, great points. Everyone should watch this and send to your kids.
Everybody with common sense should vote Republican in November! If you don't believe me, just listen to this.. No Socialist/Communist!!
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Andreas Schulz retweeted
To build on this $nktr recent filings (Dkt. 432) confirm the company is actively negotiating the funding and development of rezpeg with multiple parties/ Big Pharma. This is a live, competitive process. I don’t expect a transaction to be announced before the trial resolves, for two reasons. 1, optics before the jury. Any partnership, royalty monetization, or M&A announced mid trial would hand $lly a narrative that $nktt has already been made whole by the return of rezpeg, whatever the legal irrelevance of post breach gains under NY law ($nktr own MIL, Dkt. 430, makes exactly that point). Mgmt has every incentive to keep the deal room closed until a verdict or settlement is in hand. 2, leverage. A settlement adds non dilutive capital and removes the litigation overhang that a partner would otherwise price into terms. $nktr negotiates from a materially stronger position afterward. So what you’ll see a settlement or favorable verdict first, which I see re rating the stock toward ~$90… then a partnership or strategic transaction, which I see supporting $130-150. Given the competitive process I expect the terms of any deal to be favorable to $nktr
“These negotiations are live.” $NKTR IDK 🤷🏻‍♂️
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Andreas Schulz retweeted
What’s everyone thinking about the $nktr timeline for releasing AA off treatment data? I think the last two times we entered the quiet period it was 2-3 weeks.
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Andreas Schulz retweeted
Going into the new trading week, nice little find… $nktr states on the record that it is presently negotiating Rezpeg funding/development with “dozens” of companies, including “many of the world’s largest pharmaceutical companies,” under two way CDAs, with documents dated as recently as August. $nktr in an ACTIVE process officially confirmed.
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Andreas Schulz retweeted
It’s amazing how negative the news is. We’re creating the most advanced intelligence the world has ever known and it’s freely accessible so you can solve every day problems, we are curing cancer (even ugliness if you have a little money), and making space travel possible. You can live anywhere in the world and stay connected by phone or video. Literally instant communication. You can instantly translate any language. You can get technology that was unimaginable a few decades ago for a couple hundred bucks. You can listen to any music, video, or educational material with a click. Food is cheap and plentiful and you can even power an off grid home fully with just solar power. We have clean air and water. We even have advanced warning for many natural disasters.
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Andreas Schulz retweeted
$VKTX nuggets emerging from RJ Fireside chat CordenPharma manufacturing deal is massive &expandable. deal with CordenPharma (announced last year) is a multi-ton API capacity deal allowing for 100M autoinjector units, 100M vial and syringe units, and 1B tablets, that is expandable at Viking’s option. $VKTX (NEW)has now added two additional API suppliers in the multi-ton range, and will be adding a third supplier soon (four total), and they are also working on back-ups for the fill and finish as well as an added safety net
$VKTX recent KOL talks keep going back to VK2735 delayed Tmax
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As we like to say we are just getting started.
$ZETA While horizontal SaaS is making a comeback, one of these stocks stands out above the rest. - 20th straight “beat and raise” quarter - 2Q’26 revenue growth of 44% or $443m - Achieved Rule of 64 - Grew their Super-scaled customer count by 17% to 197 - Posted 2Q’26 free cash flow growth of 73%
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$NKTR 13F Two Seas Capital Added - Now 3.1M shares, up 58% Positioning for $LLY lawsuit? * Two Seas Capital - founded in 2020 by former Skadden lawyer Sina Toussi; $3B AUM specializes in event-driven, special situations tied to legal, regulatory, and restructuring catalysts NP
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Andreas Schulz retweeted
CFO Chris Greiner on $PLTR x $ZETA: "Insider your four walls, Palantir is great... Outside your four walls, Zeta does the exact same thing" Source: Tech-Leadership Forum 2026 $ZETA
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Andreas Schulz retweeted
Just unreal… People don’t understand what this company is going to become $ZETA
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