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Stefan Willebrand

@steverino541.bsky.social
25 followers 26 following 104 posts

I am an entrepreneur, trader, investor and a practical programmer. I love to create financial tools for companies and individuals. putthefuninfinance.com

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Reposted by Stefan Willebrand
Alex Hanna @alexhanna.bsky.social · 09/10/2026
Social media companies have spent millions of dollars and subjected countless content moderators to horrifying content to remove graphics of political violence from the internet Meanwhile, this administration wants to put them on cable
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Stefan Willebrand @steverino541.bsky.social · 08/10/2026
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Stefan Willebrand @steverino541.bsky.social · 08/10/2026
If #AI will deliver 20% GDP growth, gains have to reach buyers through lower prices or higher wages. If AI is going to justify trillions of dollars of investment it has to produce extraordinary margins meaning the gains must not reach buyers. One requires competition and the other pricing power.
Andreessen Horowitz saying that AI will push U.S. GDP to 20% growth.
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Stefan Willebrand @steverino541.bsky.social · 07/10/2026
I guess $NVDA needs some more orders to make the quarter 😁
SpaceX announces a $40B fund raise to buy more chips from Nvidia
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Stefan Willebrand @steverino541.bsky.social · 07/10/2026
georgenoble.substack.com/p/the-ultima... Where are all the pension money going?
georgenoble.substack.com
The Ultimate AI Demolition With Ed Zitron, Gary Marcus, Julien Garran, and Nobody Special
How AI could wipe out 98% of Big Tech's income
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Stefan Willebrand @steverino541.bsky.social · 17/09/2026
youtu.be/4qV5WWgFTS8?...
youtu.be
'Big Short' investor Steve Eisman on AI: The companies are trying to manufacture a crisis
YouTube video by CNBC Television
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Stefan Willebrand @steverino541.bsky.social · 17/09/2026
What if I would go and alert the media each time I have a bug in my software? This is so moronic! #AI will do what it is programmed to do, I feel like puking on this rhetoric 🤮
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Stefan Willebrand @steverino541.bsky.social · 08/09/2026
The only reason I can think of for #OpenAI to urge caution is if they are out of cash to train models 😁
Asking if OpenAI is out of cash since they urge AI caution
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Stefan Willebrand @steverino541.bsky.social · 02/09/2026
They are going for a .com pivot after being down from about 90 dollars 😁 www.cnbc.com/2026/09/01/g...
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Stefan Willebrand @steverino541.bsky.social · 01/09/2026
I have experienced a meaningful degradation in #ClaudeCode today using Sonnet 5. It has failed to respect the instructions in various CLAUDE.md files and other contexts and readmes that are in the repos and globally, has anyone experienced something similar today?
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Stefan Willebrand @steverino541.bsky.social · 01/09/2026
I don't understand why anyone would listen to the predictions from Elon anymore 😁 Just talking his own book! www.cnbc.com/video/2026/0... Get ready for the transition into the #humanoidrobotbubble
cnbc.com
Elon Musk at G20: AI will probably increase the global economy by 20 to 30%
Elon Musk speaks at the G20 meeting about his predictions for AI.
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Stefan Willebrand @steverino541.bsky.social · 28/08/2026
Similar to when Microsoft took over GitHub and ruined it? 😁 www.cnbc.com/2026/08/27/n... #Huggingface
cnbc.com
Nvidia agrees to buy Hugging Face for $12.9 billion, report says
Nvidia reportedly agreed to buy open source AI platform Hugging Face for $12.9 billion as the chipmaker expands deeper into the AI ecosystem.
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Stefan Willebrand @steverino541.bsky.social · 26/08/2026
#Claudeforce 😁 another name for a simple MCP for Salesforce in Claude. I guess Salesforce needs some buzz 😊 What happened to #AgentForce , did that one not fly? 😁 www.cnbc.com/2026/08/26/s... some #snakeoilsalesmanship here!
cnbc.com
Salesforce, Anthropic expand partnership as Benioff responds to ‘SaaSpocalypse’ concerns
"We're delivering a dynamic interface that thinks, reasons, and acts," Salesforce CEO Marc Benioff said in a statement.
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Stefan Willebrand @steverino541.bsky.social · 25/08/2026
This is awesome, I think that my TAM could at least be $50 trillion in the distant future 😁 www.reuters.com/business/med...
reuters.com
Anthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reports
Anthropic is likely to tell investors that it sees its total addressable ​market (TAM) exceeding $30 trillion, ahead of the $28.5 ‌trillion estimate from SpaceX , the Wall Street Journal reported on T...
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Stefan Willebrand @steverino541.bsky.social · 20/08/2026
Here we go again, #Trump is out talking up his #crypto portfolio again. Probably a good opportunity to sell www.cnbc.com/2026/08/20/c...
cnbc.com
Bitcoin, ether surge as Trump urges Congress to pass crypto Clarity Act
Bitcoin and ether surged after U.S. President Donald Trump urged Congress to pass a bill that would set a regulatory framework for the cryptocurrency sector.
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Stefan Willebrand @steverino541.bsky.social · 20/08/2026
When governments intervene in the markets you should take the other side. Interest rates are going higher!
US government are intervening
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Stefan Willebrand @steverino541.bsky.social · 19/08/2026
#Trump continues to publish advertising for the companies that sponsored his campaign 😁
President trump delivers advertising for scotts miracle-gro
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Stefan Willebrand @steverino541.bsky.social · 19/08/2026
The way #Robinhood is doing it is simply as a derivative, we used to call it CFDs and it got restricted and in some cases banned. For this to work it would have to go all the way to the share issuing companies who would need to issue tokens instead of shares.
Robinhood pushes for tokenization of financial markets
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Stefan Willebrand @steverino541.bsky.social · 18/08/2026
This was painful to watch 😁 I don't see the usecase for this at all 😁 Another great report by #CNBC
CNBC reporting on generating a genie of yourself
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Stefan Willebrand @steverino541.bsky.social · 17/08/2026
I love #MoBitar and I share how he feels about technology. Just like Mo I am just pissed off at these people on stage selling a lie and talking bullshit just to raise money. You should not care about them! youtu.be/xWxFEZICuwU?...
youtu.be
Anthropic just proved AI isn't getting better
YouTube video by Mo Bitar
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Stefan Willebrand @steverino541.bsky.social · 17/08/2026
Is this #BetterCallSaul for real or what?? Seriously? LOL
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Stefan Willebrand @steverino541.bsky.social · 12/08/2026
It is so great to watch #CNBC these days and just have some fun with commenting it 😁
Circular financing at its best with NVDA signing $500B MoU
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Stefan Willebrand @steverino541.bsky.social · 12/08/2026
Good new for me as a trader, bad news for the financial markets I think. More financial weapons of mass destruction 😁 #CME
CME to launch AI compute future. Sure - let's bolt even MORE leverage onto the AI compute frenzy. What could go wrong?
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Stefan Willebrand @steverino541.bsky.social · 12/08/2026
I am sorry but I don't see compute as an asset class 😊These asset managers are in panic to get more cash to invest and $NVDA is in panic to show growth. A perfect storm. Media outlets like #CNBC should be much more critical.
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Stefan Willebrand @steverino541.bsky.social · 29/07/2026
open.substack.com/pub/garymarc... “Lying is in the job description…” Why do people even listen anymore? 😁
open.substack.com
Sorry, Sam and Elon, we have not reached the Singularity
Not that anyone even knows what that means.
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Stefan Willebrand @steverino541.bsky.social · 29/07/2026
Who would have guessed… LOL www.cnbc.com/2026/07/29/k...
cnbc.com
Minister apologizes as Korean leveraged ETF investors nurse heavy losses amid chip stock rout
Korean retail investors have racked up heavy losses from leveraged bets on stocks, following rule changes earlier this year.
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Stefan Willebrand @steverino541.bsky.social · 07/07/2026
What a bunch of horseshit analyst coverage initiations on $SPCX LOL
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Stefan Willebrand @steverino541.bsky.social · 02/07/2026
Here comes the bailout of #OpenAI 😀
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Reposted by Stefan Willebrand
Ketan Joshi @ketanjoshi.co · 01/07/2026
NEW BLOG FOR YOU Google's energy consumption numbers in their new climate report are mind-blowing. 2 years ago they flipped from linear to exponential growth, and their climate impact is blowing out, too. A WILD testament to the obscene bloat and waste of GenAI: ketanjoshi.co/2026/07/01/g...
a chart showing google's rising energy consumption - huge, and rising faster than ever beforea chart showing google's rising energy consumption - huge, and rising faster than ever beforea chart showing google's rising energy consumption - huge, and rising faster than ever beforeGoogle's total energy consumption more than new zealand
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Stefan Willebrand @steverino541.bsky.social · 01/07/2026
I thought AI compute was scarce 😀 www.cnbc.com/2026/07/01/m...
cnbc.com
Meta pops 10% as company makes cloud push to sell excess AI compute power capacity
The new business is a welcome signal for some investors who have been uneasy about the company's infrastructure spending plans.
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Stefan Willebrand @steverino541.bsky.social · 17/06/2026
The US datacenters are like the American cars of the old days, not very efficient or good for anything else than to look at 😉
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Stefan Willebrand @steverino541.bsky.social · 27/05/2026
youtu.be/0zw-Uk9KJiA?...
youtu.be
Everyone is Wrong about Tokens
YouTube video by The PrimeTime
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Stefan Willebrand @steverino541.bsky.social · 23/05/2026
Now it is here! The setting from #Atlassian that is opt out as default 🤬 and even if I set it to off the metadata is always contributed, what a steal! @atlassian.bsky.social
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Stefan Willebrand @steverino541.bsky.social · 14/05/2026
www.cnbc.com/video/2026/0... Soo funny that Senator Cynthia Lummis says that in the future we will have Digital Bitcoin. Great that she knows what she is talking about 😁
cnbc.com
Sen. Cynthia Lummis: The Clarity Act provides regulatory framework for the digital asset world
Sen. Cynthia Lummis (R-Wyo.) joins 'Squawk Box' to discuss the details of The Clarity Act, what regulatory framework for digital assets could look like, whether it will damage the banking business, an...
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Reposted by Stefan Willebrand
Karen Hao @karenhao.bsky.social · 08/05/2026
I've spent years interviewing data workers who are the lifeblood of the AI industry in places like Kenya & Colombia. Now it's the #4 fastest growing job in the US. AI is coming for your job and not in the way you think. My latest for @moreperfectunion.bsky.social. www.youtube.com/watch?v=aooi...
youtube.com
These Workers Are Training AI to Take Their Own Jobs. Yours Could Be Next.
YouTube video by More Perfect Union
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Stefan Willebrand @steverino541.bsky.social · 07/05/2026
One of my favorites, Chris Davis! youtu.be/_UQO0KHffhQ?...
youtu.be
Feeling Safe Is the Risk | Chris Davis on What This Market Is Missing
YouTube video by Excess Returns
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Stefan Willebrand @steverino541.bsky.social · 07/05/2026
This is rather fun mikeoss.com This guy set it up just to show that Harvey and Legora is not really worth anything 😀
mikeoss.com
Mike — open-source legal AI platform
An open-source alternative to Harvey and Legora. Feature parity, zero cost, self-hostable — built for law firms to own and extend.
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Stefan Willebrand @steverino541.bsky.social · 07/05/2026
I find it very funny that the talking heads in financial media are talking about tokens as if they have found a new type of gold 😀
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Stefan Willebrand @steverino541.bsky.social · 07/05/2026
Maybe it’s because I know how to program that I don’t see the magic of #AI within coding in the same way as those that don’t know how to program.
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Stefan Willebrand @steverino541.bsky.social · 06/05/2026
I have been trading, investing, programming and building businesses all my life. I am not an awesome programmer but I am a domain expert in finance and financial administration. I would have loved it if #AI could enable me to be a one man show within programming but that is just not the case 😀
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Stefan Willebrand @steverino541.bsky.social · 06/05/2026
OMG, I hope this guy becomes the posterchild of the #AICraze and the $SOXX top of 2026 😀 www.cnbc.com/video/2026/0...
cnbc.com
Semis ETF notches record close, Melius' Ben Reitzes talks broad gains in semi stocks
Ben Reitzes, Melius, joins 'Closing Bell Overtime' with reaction to the rip higher in semiconductor stocks and how he is approaching the white hot sector.
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Reposted by Stefan Willebrand
Jason Gorman @jasongorman.bsky.social · 06/05/2026
They want to make you a person who pays by the token to stay a person
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Stefan Willebrand @steverino541.bsky.social · 06/05/2026
I have been a trader and investor for a long time and the semiconductor craze is so similar to the fiber optics craze of the year 2000 😆 I remember the JDS Uniphases of the world and I think we are near a peak in the $SOXX That chart is breaking its neck 😀
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Stefan Willebrand @steverino541.bsky.social · 04/05/2026
The whole gang in San Francisco must be so deep in the bubble that they have lost all sense of reality. I hate chatting to AI-bots in customer support and I move away from using companies that offer that. Why would I like speaking to an AI service agent on the phone? www.cnbc.com/2026/05/04/b...
cnbc.com
Bret Taylor's Sierra raises nearly $1 billion months after last capital push
Sierra's $950 million Series E funding round was led by Tiger and Google's GV, with participation from Benchmark, Sequoia, Greenoaks and others.
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Reposted by Stefan Willebrand
Chuck Wendig @chuckwendig.bsky.social · 04/05/2026
I suspect that the Powers That Be looooove AI because it disengages your brain and softens your thinking. Your free thought, your imagination, gets unplugged and into the socket, the AI node goes. And they control that node. Which means they control your mind. So: they start with kids.
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Stefan Willebrand @steverino541.bsky.social · 01/05/2026
I love what Chris Davis has to say about private equity 😀 www.cnbc.com/video/2026/0...
cnbc.com
Watch CNBC's full interview with Davis Advisors Chairman and Berkshire Hathaway Director Chris Davis
Chris Davis, Davis Advisors chairman and Berkshire Hathaway director, joins 'Squawk Box' to discuss the new era at Berkshire Hathaway, what to expect from CEO Greg Abel, latest market trends, state of...
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Stefan Willebrand @steverino541.bsky.social · 29/04/2026
www.cnbc.com/video/2026/0... OMG, $LMND CEO says 98% of their code is written by #AI. I don't think he knows what he is talking about 😀 #AICraze
cnbc.com
Lemonade CEO Daniel Schreiber on Q1 beat: 'Feeling pretty good'
Lemonade CEO Daniel Schreiber joins 'Squawk on the Street' to discuss competition in insurance, AI integration, and more.
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Stefan Willebrand @steverino541.bsky.social · 28/04/2026
I really tried to work with Miro Prototyping miro.com/prototyping/ this evening but it produces soo much #aislop I was negatively surprised. After a number of hours I was not getting anywhere so I went back to #Axure www.axure.com which I highly recommend!
axure.com
Axure RP - UX Prototypes, Specifications, and Diagrams in One Tool
All-in-one software design tool for creating prototypes, specifications, and diagrams
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Reposted by Stefan Willebrand
Robert Stribley @stribs.bsky.social · 21/04/2026
Similarly, folks just found on TikTok for example that their clips are automatically available for AI remixes and you have to go through every video one at a time to turn that off. There’s no universal setting to prevent it. And no consent was ever asked for or given. piunikaweb.com/2026/04/16/t...
piunikaweb.com
A new TikTok AI toggle is causing panic among creators
TikTok creators say a new AI remix setting is enabled on videos by default, forcing users to manually review and change permissions.
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Stefan Willebrand @steverino541.bsky.social · 21/04/2026
#mosh is completely right when it comes to #AI and #coding 😁
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