Sebastian J. Kuhnert (@SebKuhnert) header
Sebastian J. Kuhnert (@SebKuhnert) profile picture

COO TraderFox // former VP BD @ https://teapawt.net/t.co/ORPD8kNRU4 None of my posts are intended as financial advice, you take your own decisions

Copenhagen
Joined October 2009
The AI trade is definitely not over if Aschenbrenner can raise money to invest in Fluidstack... $NVDA $META $ANT
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The present and future of ads is IG, TikTok, YouTube. Not $GOOGL search. $META way to go. (not financial advice)
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Sebastian J. Kuhnert retweeted
A Kuwaiti court sentenced three men to death after convicting them of collaborating with Iran and Hezbollah and plotting to assassinate senior officials, including First Deputy Prime Minister and Interior Minister Sheikh Fahad Al-Yousef Al-Sabah. Kuwait Times reported that the State Security Criminal Court’s anti-terrorism division handed down the sentences on Monday over charges including espionage, planning attacks against Kuwait, membership in an outlawed organization and actions deemed harmful to national interests. The death sentences are not final and are subject to review by Kuwait’s Court of Appeals. iranintl.com/en/202610271797
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Sebastian J. Kuhnert retweeted
.@PershingSquare CEO @BillAckman says Meta is incredibly undervalued. The stock rose after hours on earnings and then fell more than 6% today. He calls that short-term traders reacting while the business accelerates. Few investors explain exactly why they own something and hold through the noise the way Ackman does. "Meta has an incredibly strong balance sheet. They've got $80 billion in cash on the balance sheet. They have no net leverage. They could finance whatever they want to do with a turn or two of financial leverage and remain a very strong investment-grade company. I think we're in a world in which you cannot look at the day one trading of a stock after earnings because of how levered market participants are and how short-term they are. The stock was up when I went to sleep on the flight. It was up something like 5%. And when I checked in before this interview, it was down 6.5%. These are just short-term traders moving the stock around. This is a business that is accelerating. Meta is extremely well positioned in democratizing the use of agents with this product. They've proven that AI is helping them accelerate their business, and this remains an incredibly undervalued stock, and that's why we own it."
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F*ck this is good…
Universal High Income The most likely outcome
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Retail is panic selling their neocloud stocks straight into institutional hands Just wait until those same institutions turn around and tell everyone the debt issue was never a real problem $CRWV $NBIS $IREN
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Sebastian J. Kuhnert retweeted
Asked how far $NVDA would go to financially backstop neoclouds, or even bail one out, Jensen said: “We invested in them... that's different than backing them” He says neoclouds are “completely sold out” & expects them to secure the working capital they need h/t @TomMackenzieTV
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He shows what’s possible. Again and again.
Do a kickflip!
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Sebastian J. Kuhnert retweeted
Anthropic says it has reduced the data harvested from Claude in distillation attacks by around 90–99%. I congratulate them on this achievement. It’s consistent with the point I made a few months ago (All-In Ep. 282): Anthropic, not the government, was in the best position to stop distillation of its own models. Once the horse is out of the barn, there’s limited value in after-the-fact government action. At the time there was a major push in Washington to restrict open models on IP grounds. The threat looked serious enough that 50 companies — including Nvidia, Microsoft, Meta, IBM, Palantir, and Dell — published an open letter in defense of open-weight models. Jensen Huang promoted it in his first-ever X post. Nearly 200 startups sent a similar letter. I argued that restricting open models risked removing the incentive for closed-model companies to solve the problem themselves — and could reward negligence by stifling competition while they continued collecting revenue from distillation. The administration did not impose those restrictions. Now we see the result. Anthropic invested in defenses and they worked. Not every technical challenge is a reason to run to Washington for new regulation.
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Sebastian J. Kuhnert retweeted
Anthropic is offering a 145k salary for a personal assistant in London. Responsibilities include: "Scheduling and managing calendars for leader(s) and their organization" "Building and maintaining organizational systems for tracking and managing inbound requests" "Managing the leader's inbox and communications with precise attention to detail" "Handling travel logistics" Somebody should really build some sort of tech tool that can handle this stuff autonomously.
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Sebastian J. Kuhnert retweeted
The face you make on your first Guinness is involuntary. The stuff is roughly 7x more bitter than Bud Light, and bitterness happens to be the one taste humans evolved specifically to spit out. Here's what's going on. Guinness gets its color from barley roasted at around 230°C, which is coffee territory. To an untrained tongue it basically tastes like someone dumped espresso in your beer. Then the nitrogen makes it worse. Guinness pours with a 75/25 nitrogen-to-CO2 mix, and nitrogen barely dissolves in liquid. Those tiny creamy bubbles everyone loves? That's the nitrogen. Problem is, nitrogen also kills the fizzy bite that takes the edge off bitterness in a regular beer, so all that roast hits your tongue with nothing in the way. Meanwhile your tongue carries 25 different types of bitter receptors, and their only job is detecting toxins. Light up enough of them at once and your body runs the rejection script whether you want it to or not. Pursed lips, little recoil, the exact face in this video. A psychologist named Paul Rozin coined a term for what happens after that first sip. Benign masochism. Humans are the only species that trains itself to enjoy things the body flags as dangerous, which is the whole story of chili, coffee, and stout. Takes around 8 to 10 tries before your brain connects the bitterness to the buzz and flips the signal from "spit this out" to "order another." So every Guinness drinker alive has made that face at some point, we just weren't on camera when it happened.
Mark Zuckerberg pretending to enjoy Guinness is my new favourite thing.
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Question to the hardcore $HIMS fans out there: does $META Muse strengthen or weaken the HIMS value proposition in your view? (If agents are shopping primarily on price, then I’d guess it’s negative, but if HIMS is the knowledge base for your individualized medicine, it’d be the default place to order from for an agent, wouldn’t it?)
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Da best
somehow the corposlops refused to use my video
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Sebastian J. Kuhnert retweeted
Introducing Muse Wonder, our new family of frontier models with state of the art performance for personal and professional agentic work.
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Sebastian J. Kuhnert retweeted
T-Mobile spent five years trying to get rid of the exact spectrum Elon just called "the last critical piece" of complete phone coverage in America. This 800 MHz block is Sprint's old Nextel spectrum, the stuff that powered push-to-talk walkie-talkie phones in 2004. The DOJ forced T-Mobile to divest it as a condition of the $26 billion Sprint merger. Dish had first rights at $3.59 billion and walked away because it couldn't raise the money. T-Mobile finally offloaded it to an investment firm called Grain Management last year for $2.9 billion plus a spectrum swap. Grain's original plan was selling it to utilities for private networks. Fourteen months later, SpaceX buys the whole portfolio, and shares of the carriers who passed on it fall as much as 8% in a single afternoon. Here's why it matters so much. Starlink's satellite signal at 2 GHz can reach your phone outdoors, but it dies at the first wall. 800 MHz penetrates buildings. Most phones already have the band built in. So satellites handle the open sky, this low-band layer handles indoors, and suddenly Starlink Mobile covers everywhere a normal carrier does without the tower network. Stack the moves. $17 billion for EchoStar's 50 MHz of 2 GHz spectrum. FCC approval for 15,000 Gen2 satellites this week. Now the low-band coverage layer. Verizon, AT&T, and T-Mobile paid $81 billion in a single auction for C-band spectrum in 2021, then spent years and tens of billions more deploying it on towers. SpaceX assembled a nationwide carrier out of a distressed-asset sale, a forced divestiture castoff, and rockets it already owns. The walkie-talkie spectrum from 2004 ended up being the piece that lets satellites replace cell towers. Nobody who touched it for twenty years saw that coming.
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US. With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → spacex.com/updates#starlink-…
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Sebastian J. Kuhnert retweeted
.@POTUS presents the National Medal of Science to Sergey Brin, @JensenHuang, @elonmusk, and @LisaSu, and the National Medal of Technology and Innovation to @MichaelDell and @satyanadella.
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Sebastian J. Kuhnert retweeted
SpaceX founder Elon Musk, Google co-founder Sergey Brin, Nvidia CEO Jensen Huang, and AMD CEO Lisa Su will get National Medal of Science. Michael Dell and Microsoft’s Satya Nadella will get the National Medal of Technology and Innovation. #POTUS #Science
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Warum gerade so viele Software-Firmen günstig zu haben sind: → Gründer sind nach 10 bis 15 Jahren müde → die Bewertungen von 2021 plus Liquidationspräferenzen lassen ihnen kaum etwas übrig → VCs müssen endlich Geld zurückzahlen Ein Paradies für Käufer wie Bending Spoons $BSP .
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