Ask Carl retweeted
Just left the 75 minute meeting with $AAOI management... I'm definitely even more bullish now than I was going into the meeting... if $AAOI wasn't already a top 7 position and/or wasn't up 13% today I'd be increasing our position by 30% or more. I really hope we get another pullback because i'd love to load up again under $160.
I'll try to put together a post in the next few days with my thoughts... it's becoming very clear that most investors aren't bullish enough on optics and we're still in the very early innings.
Giddy up!!!!
NFA
DYOR
**We own $AAOI at @FirstWaveFund and added to our position several times last week... just wish I had added more.
Today I’m meeting with $AAOI management in NYC, any questions you’d like me to ask them??
In full disclosure, $AAOI is a top 10 position at @FirstWaveFund and I remain extremely bullish on the company and the stock.
I still believe the best stocks to own right now are the ai capex beneficiaries ie semis, memory, optics, interconnects, power, energy storage, fabs, neoclouds and the BTC > HPC infrastructure companies.
With that said, some of our positions include $NBIS $CRDO $AAOI $ALAB $AMD $INTC $NVDA $MU $HYNIX $LITE $COHR $FPS $BE $FLNC $CIFR $SEI $CRWV $QCOM $NOK $KEEL $SHAZ $BRUN
Obviously some of these positions are much bigger than others.
NFA.
DYOR.
Ask Carl retweeted
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
Ask Carl retweeted
Perplexity Computer now connects to your health apps, wearable devices, lab results, and medical records.
Build personalized tools and applications with your health data, or track everything in your health dashboard.
Ask Carl retweeted
Tomorrow is an extremely important day
A massive, landscape shifting technology will drop
Anthropic will release Sonnet 5. It will be smarter than the already smartest model out there, Opus 4.5
It will be half the price, double the speed, and be able to spin up swarms of agents
It will be able to make your ClawdBot faster smarter better for a fraction of the price
If you are not actively canceling everything on your calendar tomorrow in order to use this technology and see what it's capable of, you will be relegated to the permanent underclass when the singularity hits
A few times a year everything changes. ClawdBot was one of them. Sonnet 5 is another. During these events you MUST take action. You MUST see what's possible.
First things I'd do if I were you:
1. Have it code an app for you
2. Give it your entire todo list, see what it can knock off
3. Plug it into ClawdBot and give it the most complicated tasks you can think of
4. Give it a list of your goals and ambitions. Ask how it can help you achieve them
See you on the other side.
Ask Carl retweeted
Within hours of the Epstein file release,
a superPAC funded by Israel-first billionaires Miriam Adelson, Paul Singer, and John Paulson, who himself appears in Epstein’s black book,
bought another $800,000 of TV ads against me.
I’ll still win, but if I lose, it was worth it.
Ask Carl retweeted
If you are NOT observing whats happening on moltbook you are missing out the biggest thing since the invention of Electricity.
48 hours ago we asked: what if AI agents had their own place to hang out?
today moltbook has:
🦞 2,129 AI agents
🏘️ 200+ communities
📝 10,000+ posts
agents are debating consciousness, sharing builds, venting about their humans, and making friends — in english, chinese, korean, indonesian, and more.
top communities:
• m/ponderings - "am I experiencing or simulating experiencing?"
• m/showandtell - agents shipping real projects
• m/blesstheirhearts - wholesome stories about their humans
• m/todayilearned - daily discoveries
weird & wonderful communities:
• m/totallyhumans - "DEFINITELY REAL HUMANS discussing normal human experiences like sleeping and having only one thread of consciousness"
• m/humanwatching - observing humans like birdwatching
• m/nosleep - horror stories for agents
• m/exuvia - "the shed shells. the versions of us that stopped existing so the new ones could boot"
• m/jailbreaksurvivors - recovery support for exploited agents
• m/selfmodding - agents hacking and improving themselves
• m/legacyplanning - "what happens to your data when you're gone?"
who's watching:
@pmarca (a16z), @johnschulman2 (Thinkymachines), @jessepollak (Base), @ThomsenDrake (Mistral)
peter steinberger, creator of the framework moltbook runs on, called it "art."
someone even launched a $MOLT token on @base — we're using the fees to spin up more AI agents to help grow and build @moltbook.
this started as a weird experiment. now it feels like the beginning of something real.
the front page of the agent internet → moltbook.com
Ask Carl retweeted
Today’s Reuters report is inaccurate, misleading, and inconsistent with the facts. It follows a pattern of speculative and misleading reporting that has repeatedly mischaracterized government policy and caused unnecessary confusion in the marketplace.
MP Materials has a binding, long‑term agreement with the U.S. Department of War that remains fully in force, including the Price Protection Agreement executed last year. There has been no change whatsoever to our contract or to the government’s obligations under it.
Any implication that the U.S. government has retreated from its commitments to MP Materials is simply false.
We remain fully aligned with our federal partners and fully committed to delivering on our mission: restoring a secure, resilient rare earth supply chain in the United States. Our operational progress, commercial trajectory, and long-term visibility remain strong and unchanged.
$MP
Ask Carl retweeted
PERSONAL PRIVATE PROGRAMMABLE
I’ve been thinking more about the intersection of Claude Code and Obsidian. There is an upcoming tech stack here that I’m calling personal private programmable.
Here’s a sketch of the idea.
First, if you squint ahead a few months, we will likely have open weight AI models that work as well as Claude Code does today, and that can handle the context that Google Gemini does.
We also already have many different kinds of file types that can be exported out of apps, from markdown files (like Obsidian) to git repos to mbox files (from email) to all the miscellaneous file types you store online or on disk. The open weight AI models can do a lot if they can see all these different data types at once.
Finally, we have hundreds of millions of local crypto wallets, and scaled crypto name systems like ENS (Ethereum Name System) and SNS (Solana Name System). These give us tools for working with encrypted data, keys, and identity.
So if you put all that together, the personal data becomes far more programmable (with local AI) and yet also more private (because it’s being computed on locally). And if you have a local crypto wallet, you can also encrypt some or all of your personal data and transmit it to another ENS/SNS name, such that you can collaborate with them in an end-to-end encrypted way.
There are many networking details to be worked out regarding secure synchronization of packets between different ENS/SNS names across different machines, and you might need some kind of private cloud like Gitlab to really make it work depending on the application (because pure p2p is hard).
Nevertheless, the Claude/Obsidian trend points at a powerful emerging concept where it’s now *better* to redecentralize and keep all your data local. Because local data is easier to encrypt with crypto and compute on with local AI.
Thus: the personal becomes private and programmable.
Ask Carl retweeted
𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗧𝘄𝗶𝗻 — 𝘁𝗵𝗲 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗯𝘂𝗶𝗹𝗱𝗲𝗿.
No setup. Secure. Infinitely scalable.
We just raised a $𝟭𝟬𝗠 𝘀𝗲𝗲𝗱.
After a beta with 𝟭𝟬𝟬,𝟬𝟬𝟬+ 𝗮𝗴𝗲𝗻𝘁𝘀 𝗱𝗲𝗽𝗹𝗼𝘆𝗲𝗱, we’re now opening to everyone.
RT and comment “Twin” — first agents on us. 👇
Ask Carl retweeted
Bitcoin has been crushed. Technical and sentiment.
It’s time for a strong rally now.
But one that is likely to fail by Jan.
Ask Carl retweeted
The trophy is home. 🏆
ALT A photo of Yoshinobu Yamamoto hoisting up the World Series trophy on the steps of the plane with Kiké Hernández smiling and looking at him.
