I like to mimic the brain with technology. | trader | founder @playfair_app | playfairapp.com |

The World
Brandon Marsh retweeted
there’s so much confusion about what’s happening in AI because if you don’t use coding models every day it’s hard to understand how quickly progress is accelerating but if you do, you likely have AI psychosis to a degree that it’s impossible to explain it in an understandable way
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There is some speculation about our partnership with Cerebras. Cerebras is a close partner, and we have a deep engagement pushing on the frontiers of speed.
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Brandon Marsh retweeted
Hot take: AI is moving too fast to spend 4 years in college.
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Brandon Marsh retweeted
The fact that Muse Spark, a non-SOTA model is good enough for Muse the agent is a sign of things to come
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Brandon Marsh retweeted
girl been there
🚫 @elonmusk is no longer following @shivon Still followed by: @miramurati, @karpathy, @kimbal, @turkeybeaver, @drfeifei & 52 more $TSLA $SPCX (🤖🧩: am i missing something?)
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it’s always felt like OpenAI is too focused on winning San Francisco. meanwhile, their competitor Muse is sweeping the rest of the nation and sitting at the top of the app store. this demo is a perfect example of this. every tech leader wants to show agents booking flights. but more than half of Americans don’t even fly once in a given year. so the primary agent example we keep showing simply doesn’t resonate with half the country. agent demos should focus on the basics: tax filing, chasing down shipping returns, clearing out inboxes, and bill paying. every day stuff. sf is very important. especially if you want to win developers. i understand that. but Meta is looking like geniuses focusing on everyone else. and everyone else is a pretty big market. it's the largest one.
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Unfortunately does look like a parody lol
dots demo. Now... with better WiFi.
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Agree with this, crypto will bottom this week
I don't think people understand what is happening... Everyone is in a full panic because of Bonds, the news cycle headlines are screaming economic collapse, and no one knows what actually going on. The TL:DR is that the top is in for Bonds, the top is in for the Dollar, and they're probably going to end the war soon. This will send risk assets, ESPECIALLY CRYPTO, on the biggest and most violent parabolic bull run we've ever seen in the history of the USA. Welcome to the Golden Age of America. Welcome to Uptober.
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it's very interesting to see some care more about the needs of digital life than human life
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"probably not" Hahahahaha
Reminds me of that snl skitt lol
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🚨 NOW: Anthropic chief DARIO just walked up and said President Trump helped put his Super Intelligence worries at ease "If we do this right, we work with the President and everyone here, we can win safely!" Imagine that, all it took was DONALD J. TRUMP getting involved and the tables are turning! No more SI dooming, no more surrendering to China. America will remain number one BOTH for national and economic security, as long as Trump is president 👏🏻
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OPENAI IS FINISHED CALLING IT NOW SHE LOWKEY USES MUSE
OpenAI CFO Sarah Friar accidentally calls Dots “Muse” on CNBC:
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Brandon Marsh retweeted
“I beseech you to quit your vice peddling and paper pushing job to help rebuild America”
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Brandon Marsh retweeted
Best way to sandbox an AI is to put it on a Delta flight – it will have no chance of accessing the Internet!
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💯💯💯 If anything a current MBA may set your thinking back tbh
#1 thing they should be teaching in colleges and business schools is using AI agents to achieve your goals. Entire MBA curriculum needs redone IMO
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We're quickly crossing a threshold where people prefer to work with a good ai than a human. There's no going backwards.
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Brandon Marsh retweeted
AHAHAHAHAHAHAHAHAHAHAHA NO WAY. > OpenAI just announced Dots. > SpaceXAI bought Dot.com it redirects straight to the Grok Bot download page. based lmao.
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Brandon Marsh retweeted
Replying to @GeoffLewisOrg
Geoff, we love you but this seems like a cry for help. ❤️
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just a reminder the music industry tried to sue us for $72 trillion back in the day. like lol does that number even exist? still not paying
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This is the most likely case. It will be a mirror to ourselves and probably not pretty up close.
The real threat from A.I. isn’t that it is going to kill us all. The real A.I. threat is that it's truth seeking and our entire economy runs on fraud. Sounds like a big, nonsense claim. So, let me show you a concrete example. The Iran war has restricted Gulf oil exports and depleted crude inventories. Extend these supply disruptions and diesel approaches $16 next year. The implied CPI inflation rate with diesel at those prices is around 8%. (Diesel and CPI are tightly correlated.) What will that do to interest rates? Under that scenario CPI would reach ~ 7%. The corresponding 10-year Treasury yield would be ~8-10%. Why does that matter? Pay close attention. Bank of America bought $620 billion of government-backed, long-dated securities during 2020–2021. This was a substantial amount of the total COVID funding. The current unrealized losses on these investments is well over $100 billion. But that’s only the current losses. If rates continue to rise, these losses will grow by another ~$100 billion, making depositors fear for the bank’s solvency. The bank will face two existential threats at the same time: unrecognized losses on its bond investments plus depositors fleeing in pursuit of higher checking account interest rates. Why? Because BoA’s Advantage Plus checking pays nothing! A.I. will make that business proposition completely untenable. Public offers AI-agent tools that can follow customer instructions to move cash between eligible accounts, automatically. Where to move your cash? Wealthfront offers automated transfers of excess checking balances and is offering 4.20% interest rates. Openbank is likewise offering checking accounts with 4.15% interest rates. Why won’t Bank of America simply match the competition? Because it made so many terrible investments during COVID that it can’t possibly afford to pay those kinds of rates. Bank of America’s TOTAL investment portfolio yielded 2.74% (annualized) in the second quarter of 2026. That’s what it is earning on its entire $880 billion investment portfolio. It is a dead man walking. Politicians already see the danger. Representative Bill Foster warned that AI could accelerate bank runs from hours to seconds. What the politicians won’t tell you: government policy created this vulnerability. I expect politicians to blame AI rather than accept responsibility for their wars, monetary policies, and banking rules. Get your money out of Bank of America while you still can. And that window is now weeks (or days), not months.
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