Dallas, TX
Joined November 2010
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The $AMZN drop is a buying opportunity for those of us who believe CEO Andy Jassy: “There has never been a trillion dollar revenue business, and we may have two of them in the next 5-10 years.”
The richest companies on earth can buy the chips and build the data centers. They just can’t plug them in.
Morgan Stanley projects an AI power shortfall equal to roughly 38 large nuclear reactors.
We should do a @dumbmoneytv on this. Generational opportunity or bubble?
I don’t watch F1, but Apple’s multi-feed coverage looks pretty cool if you’re into it. Now I need to check what it looks like on Vision Pro, on behalf of myself and the other 11 people who bought one.
ALT Official Apple press image showing F1 Multiview on Apple TV, with a main race feed, onboard cameras and a track map. Image: Apple.
Hopefully I’ll find an iPhone Duo in-store before my late January shipping date. My main use case: email and attachment side by side (and obviously watching YouTube).
What would you use the bigger screen for?
FSD got me to order a Model Y even though I preferred my Range Rover’s design and interior. I’m curious how common that tradeoff is.
Tesla buyers: if FSD were available on every brand, would you still have chosen a Tesla?
If you've used AI to shop, what’s the last thing it recommended that you actually bought?
Did you trust it enough to order from a store you'd never heard of, or look up the same thing on Amazon? I'm curious whether AI is changing where you buy, or just helping you choose.
I forgot to to pre-order first thing this morning and the ship delivery date is now already pushed to January 25
For all those times you’ve wished you had a separate device you could walk over to instead of just using the one in your pocket.
Are you buying HomeView?
Yesterday's consumer “current conditions” survey: worst since 1951. The survey that matters, the stock market, just hit an all-time high.
Tesla says every Model Y ordered after Oct. 1 supports Powershare. I ordered mine Sept. 29.
Mine still might have it. I don’t own a Powerwall, so this changes nothing today. But would you reorder and risk delaying delivery for future home-backup compatibility? $TSLA
Google signs 3.59 gigawatt power deal with Constellation. $CEG up 13%.
The AI trade… chips → data centers → power plants → what next?
Dumb Money episode soon @ChrisCamillo @jordan_mclain?
Dave Hanson retweeted
NEW: Apple will launch its next big thing on October 13, a major new smart home device with a display. Here’s an in-depth look at its design, features, apps, use cases and more — bloomberg.com/news/articles/…
Robinhood just announced AI agents that can research and trade, with a data marketplace covering everything from social chatter to satellite imagery.
I own $HOOD. Would you let an AI trade with a small account, or would you approve every order?
I’ve given Muse, ChatGPT & Grok Bot more access to my life than I ever gave Facebook.
People say they won’t share their data with AI. Watch what happens when it starts doing the work they hate.
The next AI moat might be how much of your life you trust it with.
🤖 Made with AI
Dave Hanson retweeted
AI Is Running Out of Human Data. Here’s the Trade. nitter.cf/i/broadcasts/1qKVmyOPr…
I’m car shopping. I really prefer Range Rover’s design, but the Tesla FSD experience 100% won me over.
Anyone switch from a Range Rover to a Tesla? What do you miss? $TSLA
