Reposted by Stefan WillebrandThree Scary Rogue Agents in a Trenchcoat @alexhanna.bsky.social · 09/10/2026Social 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 34012
Stefan Willebrand @steverino541.bsky.social · 08/10/2026If #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. 000
Stefan Willebrand @steverino541.bsky.social · 07/10/2026I guess $NVDA needs some more orders to make the quarter 😁 000
Stefan Willebrand @steverino541.bsky.social · 07/10/2026georgenoble.substack.com/p/the-ultima... Where are all the pension money going?georgenoble.substack.comThe Ultimate AI Demolition With Ed Zitron, Gary Marcus, Julien Garran, and Nobody SpecialHow AI could wipe out 98% of Big Tech's income 000
Stefan Willebrand @steverino541.bsky.social · 17/09/2026youtu.be/4qV5WWgFTS8?...youtu.be'Big Short' investor Steve Eisman on AI: The companies are trying to manufacture a crisisYouTube video by CNBC Television 000
Stefan Willebrand @steverino541.bsky.social · 17/09/2026What 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 🤮 000
Stefan Willebrand @steverino541.bsky.social · 08/09/2026The only reason I can think of for #OpenAI to urge caution is if they are out of cash to train models 😁 000
Stefan Willebrand @steverino541.bsky.social · 02/09/2026They are going for a .com pivot after being down from about 90 dollars 😁 www.cnbc.com/2026/09/01/g... 010
Stefan Willebrand @steverino541.bsky.social · 01/09/2026I 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? 000
Stefan Willebrand @steverino541.bsky.social · 01/09/2026I 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 #humanoidrobotbubblecnbc.comElon 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. 000
Stefan Willebrand @steverino541.bsky.social · 28/08/2026Similar to when Microsoft took over GitHub and ruined it? 😁 www.cnbc.com/2026/08/27/n... #Huggingfacecnbc.comNvidia agrees to buy Hugging Face for $12.9 billion, report saysNvidia reportedly agreed to buy open source AI platform Hugging Face for $12.9 billion as the chipmaker expands deeper into the AI ecosystem. 000
Stefan Willebrand @steverino541.bsky.social · 27/08/2026#Salesforce is apparently so bad that you need Claude to interact with it 😁 000
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.comSalesforce, 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. 110
Stefan Willebrand @steverino541.bsky.social · 25/08/2026This is awesome, I think that my TAM could at least be $50 trillion in the distant future 😁 www.reuters.com/business/med...reuters.comAnthropic expected to tell investors it sees over $30 trillion in potential revenue, WSJ reportsAnthropic 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... 000
Stefan Willebrand @steverino541.bsky.social · 20/08/2026Here 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.comBitcoin, ether surge as Trump urges Congress to pass crypto Clarity ActBitcoin 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. 000
Stefan Willebrand @steverino541.bsky.social · 20/08/2026When governments intervene in the markets you should take the other side. Interest rates are going higher! 010
Stefan Willebrand @steverino541.bsky.social · 19/08/2026#Trump continues to publish advertising for the companies that sponsored his campaign 😁 000
Stefan Willebrand @steverino541.bsky.social · 19/08/2026The 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. 010
Stefan Willebrand @steverino541.bsky.social · 18/08/2026This was painful to watch 😁 I don't see the usecase for this at all 😁 Another great report by #CNBC 000
Stefan Willebrand @steverino541.bsky.social · 17/08/2026I 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.beAnthropic just proved AI isn't getting betterYouTube video by Mo Bitar 000
Stefan Willebrand @steverino541.bsky.social · 17/08/2026Is this #BetterCallSaul for real or what?? Seriously? LOL 000
Stefan Willebrand @steverino541.bsky.social · 12/08/2026It is so great to watch #CNBC these days and just have some fun with commenting it 😁 001
Stefan Willebrand @steverino541.bsky.social · 12/08/2026Good new for me as a trader, bad news for the financial markets I think. More financial weapons of mass destruction 😁 #CME 000
Stefan Willebrand @steverino541.bsky.social · 12/08/2026I 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. 100
Stefan Willebrand @steverino541.bsky.social · 29/07/2026open.substack.com/pub/garymarc... “Lying is in the job description…” Why do people even listen anymore? 😁open.substack.comSorry, Sam and Elon, we have not reached the SingularityNot that anyone even knows what that means. 000
Stefan Willebrand @steverino541.bsky.social · 29/07/2026Who would have guessed… LOL www.cnbc.com/2026/07/29/k...cnbc.comMinister apologizes as Korean leveraged ETF investors nurse heavy losses amid chip stock routKorean retail investors have racked up heavy losses from leveraged bets on stocks, following rule changes earlier this year. 000
Stefan Willebrand @steverino541.bsky.social · 07/07/2026What a bunch of horseshit analyst coverage initiations on $SPCX LOL 000
Reposted by Stefan WillebrandKetan Joshi @ketanjoshi.co · 01/07/2026NEW 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... 4426561467
Stefan Willebrand @steverino541.bsky.social · 01/07/2026I thought AI compute was scarce 😀 www.cnbc.com/2026/07/01/m...cnbc.comMeta pops 10% as company makes cloud push to sell excess AI compute power capacityThe new business is a welcome signal for some investors who have been uneasy about the company's infrastructure spending plans. 000
Stefan Willebrand @steverino541.bsky.social · 17/06/2026The US datacenters are like the American cars of the old days, not very efficient or good for anything else than to look at 😉 000
Stefan Willebrand @steverino541.bsky.social · 27/05/2026youtu.be/0zw-Uk9KJiA?...youtu.beEveryone is Wrong about TokensYouTube video by The PrimeTime 000
Stefan Willebrand @steverino541.bsky.social · 23/05/2026Now 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 000
Stefan Willebrand @steverino541.bsky.social · 14/05/2026www.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.comSen. Cynthia Lummis: The Clarity Act provides regulatory framework for the digital asset worldSen. 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... 000
Reposted by Stefan WillebrandKaren Hao @karenhao.bsky.social · 08/05/2026I'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.comThese Workers Are Training AI to Take Their Own Jobs. Yours Could Be Next.YouTube video by More Perfect Union 415582
Stefan Willebrand @steverino541.bsky.social · 07/05/2026One of my favorites, Chris Davis! youtu.be/_UQO0KHffhQ?...youtu.beFeeling Safe Is the Risk | Chris Davis on What This Market Is MissingYouTube video by Excess Returns 000
Stefan Willebrand @steverino541.bsky.social · 07/05/2026This is rather fun mikeoss.com This guy set it up just to show that Harvey and Legora is not really worth anything 😀mikeoss.comMike — open-source legal AI platformAn open-source alternative to Harvey and Legora. Feature parity, zero cost, self-hostable — built for law firms to own and extend. 000
Stefan Willebrand @steverino541.bsky.social · 07/05/2026I 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 😀 010
Stefan Willebrand @steverino541.bsky.social · 07/05/2026Maybe 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. 000
Stefan Willebrand @steverino541.bsky.social · 06/05/2026This is a little bit about me, I think that I know a thing or two and in today's stock market I am getting #dotcomflashback putthefuninfinance.com/about/putthefuninfinance.comAbout - Put the fun in financeYou need to register for free to read the full posts on this blog, this is because I want to limit the content from being stolen by AI-bots who don’t respect copyright. 😊 Hi, my name is Stefan Willebr... 000
Stefan Willebrand @steverino541.bsky.social · 06/05/2026I simply don't understand how all these people can say that software is getting eaten and that knowledge workers are not needed anymore. Have they actually tried using the tools? I would guess not. It is a complete pipe dream. LOL 100
Stefan Willebrand @steverino541.bsky.social · 06/05/2026I 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 😀 100
Stefan Willebrand @steverino541.bsky.social · 06/05/2026OMG, I hope this guy becomes the posterchild of the #AICraze and the $SOXX top of 2026 😀 www.cnbc.com/video/2026/0...cnbc.comSemis ETF notches record close, Melius' Ben Reitzes talks broad gains in semi stocksBen Reitzes, Melius, joins 'Closing Bell Overtime' with reaction to the rip higher in semiconductor stocks and how he is approaching the white hot sector. 000
Reposted by Stefan WillebrandJason Gorman @jasongorman.bsky.social · 06/05/2026They want to make you a person who pays by the token to stay a person 183
Stefan Willebrand @steverino541.bsky.social · 06/05/2026I have liked Jim Cramer ever since I started trading and investing when I was 20 years old in 1998 but now I think he is a pure AI-bubble head as well 😱 000
Stefan Willebrand @steverino541.bsky.social · 06/05/2026I 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 😀 100
Stefan Willebrand @steverino541.bsky.social · 04/05/2026$1 billion for what? Burn on tokens from OpenAI and Anthropic? 😁 000
Stefan Willebrand @steverino541.bsky.social · 04/05/2026The 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.comBret Taylor's Sierra raises nearly $1 billion months after last capital pushSierra's $950 million Series E funding round was led by Tiger and Google's GV, with participation from Benchmark, Sequoia, Greenoaks and others. 100
Reposted by Stefan WillebrandChuck Wendig @chuckwendig.bsky.social · 04/05/2026I 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. 221561565