authquant (@authquant) header
authquant (@authquant) profile picture

the people who were right early | and the tapes to prove it

Joined September 2026
Photo by authquant (@authquant)Photo by authquant (@authquant)Photo by authquant (@authquant)Photo by authquant (@authquant)Photo by authquant (@authquant)Photo by authquant (@authquant)Photo by authquant (@authquant)Photo by authquant (@authquant)Photo by authquant (@authquant)Photo by authquant (@authquant)
Holy f*ck. The creator of Claude Code: "I think by the end of this year, they're gonna be able to build entire businesses" In this 35-minute fireside with AMD, he walks through how coding went from autocomplete to agents to hundreds of agents per engineer, and why the models got hard to prompt-inject Line → Function → Feature → Project → Business The engineers who build the setup around the agents are the ones getting 8x Worth more than most $1,000 Claude Code courses Bookmark it, watch it today Then read the guide below on that setup, most of it is already installed ↓
1
20
261
authquant retweeted
This is f*cking insane. Anthropic CEO and DeepMind CEO were asked if they fear what they're building Amodei: "Almost every decision that I make feels like it's kind of balanced on the edge of a knife" In 14 minutes, they explain the timelines, the risks and the testing behind every new model Chatbot → Agent → AI Research By AI → AGI The people who build these systems take the setup around the model seriously. Most users don't Worth more than any $1,500 AI course Bookmark and watch it today Then read the guide below on the harness around your own agents ↓
1
15
492
This is f*cking insane. Anthropic CEO and DeepMind CEO were asked if they fear what they're building Amodei: "Almost every decision that I make feels like it's kind of balanced on the edge of a knife" In 14 minutes, they explain the timelines, the risks and the testing behind every new model Chatbot → Agent → AI Research By AI → AGI The people who build these systems take the setup around the model seriously. Most users don't Worth more than any $1,500 AI course Bookmark and watch it today Then read the guide below on the harness around your own agents ↓
1
15
492
authquant retweeted
Mark Cuban says he doesn't want anything to do with either political party: "The Republican Party isn't the Republican Party anymore. It's the Trump family business." 🇺🇸 Interviewer: "Where is the Democratic Party? How can you reinvigorate that side of the aisle?" Mark Cuban: "I don't care about the Democratic Party. People think I'm a Democrat. I'm not. If it were up to me, I'd kick both parties to the curb. I think both parties suck." Interviewer: "If you were advising Elon, would you back him with the America Party?" Mark Cuban: "It depends on the policies and who the politicians were. But yes, I'm wide open to that. I just don't care about either party. The Republican Party isn't the Republican Party anymore. It's the Trump family business. And the Democratic Party doesn't even exist anymore, because they don't even know what they're doing and there's nobody in charge. They both suck."
1
2
103
Tucker Carlson admits he no longer trusts the dollar: "I gotta buy something soon before the dollar is worth less." 🇺🇸 Interviewer: "If the federal deficit remains at 6.5% of GDP, we're printing money. That ultimately leads to inflation and everything becoming unaffordable. How much do you both care about reining in federal spending?" Tucker Carlson: "I think about it a lot. I think about the devaluation of the dollar. It's just not worth as much. I'm not an investor, I don't invest in anything, but the things that I buy with an eye to retaining value, they're physical things. I just don't believe in any of this at all. I'm not especially rich, but I had a little bit of extra money and I caught myself, it really was like the Weimar impulse. I gotta buy something soon before the dollar is worth less. Everyone I know in a very rural area is thinking in terms of land, gold, ammo." Mark Cuban: "So I own a ton of Bitcoin, first and foremost. Kind of a hedge. But we do need to cut costs."
2
92
Mark Cuban warns millions of American families are about to get hit with a 20% tax increase nobody is talking about: "The biggest increase in the history of tax increases ever." 🇺🇸 Interviewer: "When Democratic leadership calls you, what do you say?" Mark Cuban: "Basically what I tell them is you have to learn how to sell. They have no idea how to sell. The enhanced ACA subsidy credits are set to expire at the end of this year for twelve and a half million people. Take a family of five from the great state of Texas. $125,000 in income, three kids. Their effective federal tax rate is 3.3%. If they lose the enhanced credits, their monthly payments will go from about $880 a month to about $2,300 a month. That delta, $1,500 a month, that's $18,000 a year. That's a 20% tax increase. That's right in front of the Democrats to jump all over, yet not a single word that this is the biggest increase in the history of tax increases ever. And the Republicans aren't cognizant of it either."
1
46
Mark Cuban explains how the same drug can cost $21 or $900: "Because it can." 🇺🇸 Interviewer: "It's not as if it's 21 versus 40 or 90. It's 21 versus 900. How does that happen?" Mark Cuban: "Because it can. If you have an entire industry of insurance companies and the pharmacy benefit managers that either own them or they own, controlling the financial flow in an entire healthcare industry, and it's completely opaque by design, they get to charge what they want. Unless you know to go check pricing with us, you're just walking in and just hoping you can afford it."
1
1
36
Tucker Carlson calls out Mark Cuban over Ukraine aid: "You're the one whose family is from Ukraine. Why don't you send them a billion dollars?" 🇺🇸 Tucker Carlson: "Mark, what's your take on whether we should be sending money to Ukraine or not?" Mark Cuban: "Man, they need it. Honestly, I don't have a good answer. I can make an argument both ways. Half my family is Ukrainian, from my grandparents. Personally, I think we should help." Tucker Carlson: "How much money have you sent to Ukraine?" Mark Cuban: "None." Tucker Carlson: "Oh, so what do you mean by we? You're the one whose family is from Ukraine. Why don't you send them a billion dollars?" Mark Cuban: "Because I'm trying to fix health care." Tucker Carlson: "If you think we need to help, why don't you start? How about you first? That's not what charity is. Forcing other people to help is not charity, it's vanity."
1
59
Mark Cuban says he doesn't want anything to do with either political party: "The Republican Party isn't the Republican Party anymore. It's the Trump family business." 🇺🇸 Interviewer: "Where is the Democratic Party? How can you reinvigorate that side of the aisle?" Mark Cuban: "I don't care about the Democratic Party. People think I'm a Democrat. I'm not. If it were up to me, I'd kick both parties to the curb. I think both parties suck." Interviewer: "If you were advising Elon, would you back him with the America Party?" Mark Cuban: "It depends on the policies and who the politicians were. But yes, I'm wide open to that. I just don't care about either party. The Republican Party isn't the Republican Party anymore. It's the Trump family business. And the Democratic Party doesn't even exist anymore, because they don't even know what they're doing and there's nobody in charge. They both suck."
1
2
103
authquant retweeted
Warren Buffett explains why Berkshire is sitting on $380 billion in cash and still buying almost nothing: "Well then we don't do anything." 🇺🇸 Warren Buffett: "The world is full of people that are offering you things to do. And then the question is to find one that makes sense. And there may be 20 out there that make sense that you don't understand, and you just leave them alone." Interviewer: "There's almost $400 billion in cash on hand, although Greg took some pains to show it's really more like $380 billion. You're looking around and you don't see a lot that you want to invest in?" Warren Buffett: "Well then we don't do anything. I've been in the business up to 60 years. There's probably five of them really juicy. I think it was Tom Watson Sr. of IBM. They asked him the reason why IBM had been so successful. And he said, I'm smart in spots and I stay around those spots. And that's the whole thing."
1
3
406
Warren Buffett warns America is not immune to runaway inflation: "We may have less control over where they go up 50 points." 🇺🇸 Interviewer: "What about the inflation that we're dealing with right now? It's north of 3% at this point." Warren Buffett: "Well, it came close before Volcker. It was cash is trash. People were losing faith in the currency. They felt they could borrow at 12% and earn 6% on farming, and a huge number of farmers in Nebraska collapsed. They felt that the dollar was going to disappear and the land wouldn't disappear. If you're the best doctor in town or the best lawyer in town, you'll always make money. But what not having faith in the money does to a country, it turns it into something else. I've always hoped that the U.S. never does it, but we are not immune from it happening. We have a lot of control over whether rates go up a half a point or down a half a point, but we may have less control over where they go up 50 points."
1
245
Warren Buffett reveals the exact moment he likes to buy: "When nobody else will answer their phones." 🇺🇸 Interviewer: "But the best opportunities have probably come when the macro environment leads to panic." Warren Buffett: "Well, the most likely time to buy things is when nobody else will answer their phones. Everybody else talks about their wonderful trading departments. Just try them out sometimes when markets are collapsing. They don't answer the phones. And if they do, the bids are subject and the offers are subject and the spread is wide. And they'll use the information they get from you about what you want to do to go out and kill you some other way. It's really like going to a slaughterhouse. You don't feel like eating hot dogs for a while."
2
255
Warren Buffett explains why Berkshire is sitting on $380 billion in cash and still buying almost nothing: "Well then we don't do anything." 🇺🇸 Warren Buffett: "The world is full of people that are offering you things to do. And then the question is to find one that makes sense. And there may be 20 out there that make sense that you don't understand, and you just leave them alone." Interviewer: "There's almost $400 billion in cash on hand, although Greg took some pains to show it's really more like $380 billion. You're looking around and you don't see a lot that you want to invest in?" Warren Buffett: "Well then we don't do anything. I've been in the business up to 60 years. There's probably five of them really juicy. I think it was Tom Watson Sr. of IBM. They asked him the reason why IBM had been so successful. And he said, I'm smart in spots and I stay around those spots. And that's the whole thing."
1
3
406
Warren Buffett warns that Americans have never been in a bigger gambling mood than right now: "That's not investing, it's not speculating, it's gambling." 🇺🇸 Interviewer: "Just looking at the macro stock market environment, what does this feel like to you? Does it feel expensive?" Warren Buffett: "I've compared the markets to a church with a casino attached, and people can move between the church and casino. I would say there are more people in the church and more people in the casino, but the casino has gotten very attractive to people. If you're buying one-day options or selling them, that's not investing, it's not speculating, it's gambling. Just totally. There's nobody that can explain why they're buying an option for one day. The quantity of those things is just incredible. We've never had people in a more gambling mood than now. That doesn't mean that investing is terrible. It does mean that prices for an awful lot of things will look very silly."
3
220
authquant retweeted
Elon Musk tells The Economist that money won't matter in 10 years: "What do you need money for in that case?" 🇺🇸 Interviewer: "I'm not sure that the people who bought your shares think that money won't matter in 2036." Elon Musk: "What do you want money for? You want money for goods and services, right? You want money for food, housing, transport, entertainment. If that is so abundant that the robots and AI are providing more goods and services than any human could possibly consume, what do you need money for in that case?" Interviewer: "But you're creating these robots. I guess between now and then you'll need money. Are you selling humanoid robots? Or are you producing goods and services with the humanoid robots that you control?"
1
1
322
Elon Musk warns China is likely to take the lead in AI: "China has more electricity than the United States, Europe, and India combined already." 🇺🇸🇨🇳 Elon Musk: "Given that the Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there's a good chance that they would be the leaders. And at some point, they probably will have a lot of compute. You can think of the constraints on AI as essentially electricity and AI chips. And then for physical AI, the robots. China's also got some very good robot companies. China is very strong on robots, very strong on digital AI. And if you look at electricity production, China has far more electricity than the United States. In fact, China has more electricity than the United States, Europe, and India combined already. My guess is China gets to four times the electricity production of the U.S., which is roughly proportionate to the population."
65
Elon Musk explains why he wants total control of his companies: "You missed your earnings this quarter because you spent too much on Mars." 🇺🇸 Interviewer: "Is it sensible for one person to have so much control over a company?" Elon Musk: "I really just need to make sure that I can focus on long-term. By long-term, I just mean five to ten years. One of the challenges with being a public company is the pressure to have great results every single quarter, and to not really invest in things that may only pay off in five to ten years. In the case of SpaceX, I want to have a growing civilization on the Moon, Mars, and elsewhere in the solar system. Ultimately this would have a very high return on investment, but in the short term, we'll be spending all this money on a Moon base and a Mars base. And then people are like, well, you missed your earnings this quarter because you spent too much on Mars. I'm like, yes. By the way, that was in the S-1 prospectus. It's literally listed as a thing we will do. They're like, you said your gross margin would be this, and it's actually slightly worse, and now we're going to punish you. And the short sellers all descend upon you."
39
Elon Musk is asked if he should pay more tax: "I set a record for the most amount of taxes ever paid by a human." 🇺🇸 Interviewer: "Should you be paying more tax to fund more transfer programs?" Elon Musk: "Well, first of all, I do pay a lot of tax. In fact, I set a record for the most amount of taxes ever paid by a human." Interviewer: "That's also because you're the world's richest man." Elon Musk: "Well, even before that. So my guess is that I will pay many trillions in tax. And I'm fine with that. That's just the way it's going to be. But in a future where money is irrelevant, I think taxation also becomes somewhat irrelevant."
37
Elon Musk predicts AI will be smarter than all of humanity combined within five years: "There really won't be anything that AI can't do better than humans." 🇺🇸 Interviewer: "Tell me what the world's gonna be like in, let's say, ten years if you succeed?" Elon Musk: "Ten years, so we're talking 2036. It's hard to imagine the future where there's not an overwhelming amount of artificial intelligence. In 10 years, I would expect artificial intelligence to be far greater than the sum of human intelligence. Like far greater. In fact, I think AI may exceed the sum of human intelligence in around five years. Roughly five years is my guess. So there really won't be anything that AI can't do better than humans, apart from being human. The most likely outcome is an age of amazing abundance where anyone can have anything they can think of. This may sound preposterous, but here we are in 2026. Let's see where we stand in 2036."
38
Elon Musk says the Treasury should simply send people checks, and predicts the opposite of inflation: "Deflation will be the issue, not inflation." 🇺🇸 Interviewer: "Do you have to have massive redistribution from people like you to the people who are losing their jobs? Otherwise, what do people live off?" Elon Musk: "I think that the Treasury should just simply issue people checks." Interviewer: "But where's the revenue coming from? I'm enough of an economist. If you just issue checks, you're going to have inflation." Elon Musk: "Inflation is simply the ratio of money to goods and services. If the goods and services output increases dramatically, if it increases a thousand percent, you can literally print, or in this case, change the database, not print money. Provided the creation of that money is less than the rate at which goods and services increase, you actually have deflation. So I'll make a prediction, which is that deflation will be the issue, not inflation."
1
224