AnaLytiCs_APEist

Started using Grok Build to audit/rebuild a complex financial model that I built with Claude. UX is a bit simpler on Claude and interaction feels more casual. Grok interacts more like a Dev team but output was more stable and felt less vibe coded. Using Grok now! @elonmusk

This whole slowed down AI seems more about geo-politics. Its too coordinated to paint China as some rogue agent for AI development. The fact that Claude is still pushing for their IPO, I bet the narrative will swing around and be like US AI firms are responsible AI builders.

Let's revisit in 10 months! Dotcom bust, Livermore's Accumulation Cylinder, Anthropic and OpenAI's pending IPOs all line up. You might feel like King the past few years. But the Real King is the one that can step down. However, King's are always overthrown and never step down...

People aping into Robotics plays like BOT are paying 3-4x of NAV. As retail you are basically buying it at 3-4 times the price institutional investors pay. So thats how much the valution it needs to grow when they exit the investment for you to break even... I have a better idea

Time to check out listed venture funds like SSSS and DXYZ the first is trading at a 15% discount to NAV, while the latter exactly at NAV. If you want exposure to unicorns as a retail, this current pricing is probably the best you get. DXYZ pre SpaceX IPO was trading 3x of NAV.