https://xitter.cf/t.co/vcFkL1cfUh Random guy on the internet, zero value Don't have to disclaim that opinions are my own 2026 TIA Sharktank and People's Choice Winner #3AIC
Seattle, WA
Joined March 2025
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Eric Williams retweeted
the negative case against AI gets stronger every day; even Altman admits the problems are very serious with no obvious solution.
the positive case, meanwhile, looks weaker every day. a quote from Apollo’s Torsten Slok:
“Despite massive investments and widespread hype around artificial intelligence, the technology has delivered zero financial payoff to corporate America outside of tech. Revenue per worker is… flat for the S&P 493…. Profit margins are… flat for the S&P 493…. No signs of AI boosting [measured] productivity growth…. Mainstream corporate America is pulling back and starting to view token spending… as a cost center…. Mainstream corporate America does not need the latest model and is unwilling to pay for it. As long as agentic AI and token spending are confined to a small part of the economy, the macroeconomic effects of AI will be very limited.”
apollo.com/wealth/insights-n…
Eric Williams retweeted
AI should really be called IA (Internet Assistant) because that's all it is.
So-called "AI" isn't intelligence -- it isn't even artificial intelligence. It is glorified Internet Search programmed to mimic human-like responses, and lazy summaries generated with no comprehension.
Eric Williams retweeted
The AI hype in biotech is just silly now. So your agent took only 12 hours to design a new drug? Great! Now, you still have to spend 5 years running trials and proving it works in humans without killing anyone. If AI does drug design like it does my stock reseach, there are going to be a lot of dead test subjects.
Eric Williams retweeted
“.. At the moment, we have more compute capacity than we have demand, and we have a lot of the tokens and processing power being given away in freemium solutions,” he told @CNBC. “Everyone in the AI race is running for a last-man standing position.”
cnbc.com/2026/10/19/gartner-…
Eric Williams retweeted
2027 is about to get crazy: according to Morgan Stanley, hyperscaler and neocloud free cash flow to hit its most negative point in 2027, with the shortfall even bigger once lease payments are include: just shy of $600BN in cash burn.
In other words, the year with the biggest capex bill is also the year with the biggest funding gap.
Nvidia Gets $690BN, The Other 499 Get $340BN: Tracing Every Dollar Of 2027's AI Capex zerohedge.com/markets/nvidia…
Eric Williams retweeted
目前已知证据对特斯拉 $TSLA FSD并不乐观。
虽然管理层提到已经在6-7个城市无监督运营，但是，38万英里里程几乎都是Austin一座城市贡献的。
短短38万里程，根据NHTSA截至2026年8月的报告显示，已经上报了23起碰撞事故。其中13起造成财产损失，2起造成人身伤害，其中1人需要前往医院就医。
而且啊，这些事故中，有6起明确被判定是特斯拉Robotaxi的责任。目前特斯拉的战绩是平均每1.5万英里里程就会发生一次碰撞事故。
Eric Williams retweeted
Musk had a person in a robot costume once.
Then Musk had a telemetry operated bot being controlled by someone offstage.
So calling out this stunt show as being a stage act isn't outrageous. He's done it repeatedly. And Optimus robots still aren't ready for primetime. And he's claiming he'll be making 10 million of them a year.
Eric Williams retweeted
Everything Yann said here is roughly correct, and Musk knows it, which is why he responded like a 14-year-old.
Calling @MKBHD’s video “hate” is misguided and highlights the nearly insurmountable issue the Tesla community has with criticism.
There was plenty to criticize about that unveiling and I thought Marques did an incredible job.
He is becoming a great force pushing against the growing movement in tech and now automotive of over promising and under delivering.
Eric Williams retweeted
I can’t help but notice some Americans are using Tesla demoing a shell concept car hopping for two seconds as some kind of global claim of technical superiority.
Well…
Thrust-based vertical manoeuvring? Developed in Britain in 1957, culminating in the Harrier Jump Jet, with the P.1127 making its first hover in 1960.
And the upside-down car stuff? That’s fan-generated downforce, already demonstrated by British car company McMurtry with its electric Spéirling, which has been destroying track records around the world for the last few years using that exact technology.
So let’s not confuse demonstrating an existing engineering principle for the first time in a Tesla prototype to inventing the underlying technology. And the difference is, both the Harrier and McMurtry are real world products, not vastly adapted prototypes designed for a single demonstration.
Rule Britannia, spiffing stuff boys and all that. 🇬🇧
Eric Williams retweeted
For $900 billion, the first sign of superintelligence would be cancelling the training run.
Eric Williams retweeted
TESLA ANNOUNCED THE ROADSTER IN NOVEMBER 2017
IF YOU HAD PUT THE $50,000 DEPOSIT INTO $TSLA INSTEAD, YOU'D HAVE $900K TODAY
FOUNDERS SERIES DOWNPAYMENT WOULD BE WORTH $4.4 MILLION
INSTEAD THE DOLLARS LOST 25% OF IT’S VALUE
AND TESLA HELD YOUR MONEY INTEREST FREE FOR 9 YEARS
