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Steve Hou
89.3K posts
Steve Hou
@stevehou
Head of Research @Silicon_Data. @UMICH/@ETH_en/@UVA alum. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya)
New York, USA
Joined November 2016
He literally *caused* the bottom. 😂He literally called the bottom.
- What if, now hear me out, what if the tariffs are destroying the economy?
- To be perfectly honest, when I taught undergrads for 4 years at umich, one of the finest universities in the country, I used to often think: these kids “don't actually reason at all. They just memorize patterns really well.”BREAKING: Apple just proved AI "reasoning" models like Claude, DeepSeek-R1, and o3-mini don't actually reason at all. They just memorize patterns really well. Here's what Apple discovered: (hint: we're not as close to AGI as the hype suggests)
- Replying to @nikillinitThe “middleman” is also called collective bargaining power and “economy of scale” of distribution. Farmers’ market is a form of experiential consumption and the ticket is the price premium.
- Insane that MSFT and META together went up after-hours more than the entire market cap of Europe.Microsoft +7% after-hours (up $265B) and Meta +10% after-hours (up $175B). Total $440B market cap gains and incredible levels of we are so back-ness.
Readers added context they thought people might want to knowReaders added contextEuro STOXX 200 market cap is $1.26 trillion. marketcap.company/stock-indices/… - You mean this kid wasn’t the best person to help meta build the best AI models and catch up from behind?
- What’s Chamath’s arena of expertise exactly?
- Either she’s lying or she got price gouged. An apple is not $7. I can get half a dozen of them for $7 at Costco. x.com/TicTocTick/sta…
- It’s kinda insane to say this. But one of the most important edges the US has over China is that the US has Elon Musk. China doesn’t have anyone even remotely like Elon. I think even the biggest China bulls will agree.
