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James Wang

@draecomino93k followers

SpaceXAI Prev: Cerebras, ARK Invest, Nvidia.

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Oct 17
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Posts 101 posts
#DatePost↓ OutlierViewsLikesRepostsBookmarks
1Dec 2, '20Apple is proof design matters. Amazon is proof design doesn't matter.71.5×060k3.5k663
2Aug 12I’ve joined Cursor / SpaceXAI. AI is bound by compute, and SpaceXAI has the best near and long term compute roadmap of any AI lab. Cursor + SpaceX as a joint entity is what sold me29.7×484k5.7k221362
3Sep 11, '24Nvidia is starting to lose share to AI chip startups for the first time. You can hear it in the hallways of every AI conference in the past few months.21.1×343k1.2k53396
4Jan 23, '25Tesla FSD is not remotely close to Waymo right now. It’s behind by at least 100x. Yes it’s getting better but scaling laws cannot do its magic with fixed amount of compute. This is17.9×291k1.1k51173
5May 25, '23With $NVDA nearing $1T, everyone is now calling AI the next internet. Who could have known? You could have – if you had read @ARKInvest's whitepaper on Deep Learning in 2017. Those14.3×234k7389560
6Dec 21, '24Hyperliquid is my biggest position since Palantir10.9×177k96043150
7Oct 14, '25With a complete blank slate, this is the best we could come up with? This is our answer to Tokyo, Chongqing, and Copenhagen?10.8×176k98221140
8Feb 26, '21There is no faster way to lose money than to be in a hurry to make money.8.7×06.4k799238
9Aug 20, '21Tesla AI day is probably the greatest technology presentation since 2007. It's also an absolute masterclass on AI.7.8×06.3k48096
10Apr 10, '21Lessons from crypto (from my investing journal)7.7×04k6131.1k
11Nov 27, '24Palantir Tokyo office7.7×125k1.9k71117
12Jan 31, '25Apple spent a decade developing a self driving car that doesn’t work and a headset that people don’t want while completely missing the AI wave.7.5×122k2.2k9869
13Jan 16, '20ARK's Big Ideas 2020 deck is here—a year of research packed into 80 slides covering AI, robotics, autonomous, genomics, bitcoin, and more. Download: Here are 5 slides that really h7.0×03.3k797835
14Mar 1, '212010: Bitcoin is dumb 2018: Ethereum is dumb 2021: NFTs are dumb6.8×05.2k51680
15Feb 18, '21Between Stripe, Square, Bitcoin, and DeFi—banks are so, sooooo dead. Stripe eats business banking. Square eats retail customers. Bitcoin eats fedwire. DeFi eats lending. Banks are 6.1×03.8k578345
16Aug 24, '20Nvidia is now worth more than Intel + AMD combined. That's the market's way of saying: x86 is a legacy architecture. The workload of the future is SIMULATION. Light -> raytracin5.3×03.6k531161
17May 17, '21Ethereum isn't just a crypto currency. It's a software platform with users, revenue, and applications. If you cover software like AWS, MSFT, SNOW, or TWLO you should cover Ethereum5.0×02.6k581423
18Jul 21, '24He literally put party before country4.9×80k1.1k5655
19Mar 8, '21Life is a blockchain—you cannot alter past entries, you can only append new entries.4.7×03.3k463124
20Feb 5, '21📣 Personal news: Today is my last day at ARK. It's been an absolutely amazing six years with Cathie and the team. I'll be headed back to Silicon Valley to work on the next generat4.5×03.9k8841
21Jul 26, '22Every social media company other than Facebook is trading below its IPO price.4.5×03k374168
22Apr 19, '21I learn more from frogs on Twitter than CEOs on LinkedIn.4.4×03.4k35339
23May 29, '21You cannot learn about crypto by reading blogs and listening to podcasts. You have to *do* it. Put $500 in metamask and try the top protocols. Think of gas as tuition fee. After a 4.4×02.8k285342
24Oct 17, '21In case you find this blockchain stuff confusing4.3×02.5k252268
25Mar 20, '21What about Cardano, you ask? $ADA4.3×02.6k347201
26Mar 11, '21Ethereum can be the last investment of your life.4.1×03k24869
27Mar 18, '21Bitcoin has holders. Ethereum has users.3.5×02.7k20766
28Jun 10, '21What is DeFi? > Borrow money without a bank (Maker) > Trade stocks without a broker (Uniswap) > Launch ETFs without a sponsor (Enzyme) > Raise money without a VC (token3.3×01.7k324408
29Apr 15, '201/ Apple's upcoming ARM MacBooks isn't just going to save them some money and run a bit faster. It marks the beginning of the end of the x86 era and Intel's four decade empire. Thr3.2×01.5k392281
30Apr 23, '21If computers were invented today no one would talk about how useful they are, only how bad they are for the environment.3.1×02.4k28626
31May 5, '20Netflix will spend more on content this year ($17B) than TSMC will spend on capex ($15B). One makes Tiger King and Ozark. The other makes 50% of the world's computer chips.3.0×02k32181
32Sep 12, '21Work life balance is very important when your work is not your life’s work.2.9×02.1k212153
33Mar 20, '21If you can understand AWS, you can understand Ethereum. It's just a cloud computing platform. Like AWS, you build and deploy apps to it. Instead of $, you pay in ETH. It has tiny t2.9×01.5k308306
34Nov 9, '24I am so optimistic for America right now. Literally have not felt this way since I got here in 2006.2.9×47k8701420
35May 9, '17Stanford gave the world ImageNet. Now it's giving the world Medical ImageNet—a 0.5PB dataset for diagnostic radiology. #GTC20172.8×01.2k7301
36May 10, '21Sushiswap has returned more cash to token holders in its one year history than Amazon has returned cash to share holders in its 27 year history.2.8×02k25060
37Sep 13, '21If you like managing people, hire mediocre people.2.7×02.1k165101
38Mar 7, '21Naval has many great lines but perhaps my favorite is: “do what feels like play to you but work to others.“ It encapsulates so much in so little. And it is infinitely better than t2.6×01.8k214166
39Oct 1, '20There is no "the next Tesla" just as there has never been "the next Apple".2.5×02k15524
40May 8, '19I still don't understand how people straight out of school can become "management consultants".2.5×01.9k16032
41Oct 17, '21There are many Decentralized Exchanges in DeFi. But only the Cardano DEX is a JPEG.2.5×01.8k16724
42Aug 20, '191/ Cerebras just built a chip with 50x the transistor count, 1,000x the memory and 10,000x the bandwidth of Nvidia’s flagship GPU. One such 'chip' could replace an entire rack of N2.5×01.2k43288
43May 6, '21Ethereum revenue in 2021 is at the same level as AWS revenue in 2015.2.4×01.8k17453
44Feb 1, '21Imagine getting Elon for an interview only to ask him the same questions he’s answered 100 times.2.4×01.9k10412
45Jul 27, '171953 – Discover human source code 2000 – Read human source code 2017 – Edit human source code2.3×08135901
46Oct 8, '21If climate change was solved by a billionaire using technological invention rather than societal change, most climate activists would sulk rather than rejoice.2.2×01.7k14133
47Nov 29, '21I have to say Solana is really fast. It's almost as if it's running on a single computer.2.2×01.9k6533
48May 16, '20A year ago SoftBank sold its entire stake in Nvidia at $218 a share, plowing the money into private companies like WeWork. Nvidia closed on Friday at all time highs of $340. WeWork2.2×01.6k17540
49Oct 22, '21Bitcoin is going to become the reserve asset of crypto. But actual money is going to be programmable currencies on Ethereum like OHM. This is clear to me now.2.1×01.4k119103
50May 7, '21Imagine concluding that Elon Musk is actually the bad guy2.1×01.7k8111
51Dec 4, '20Building your Twitter follows to 10k+ will teach you more about content and distribution than any MBA class.1.8×01.4k48128
52Jul 13, '18Seems sustainable1.8×095334618
53May 31, '21Bonds: 0.5% yield, no growth. Tech stonks: 0% yield, maybe growth. ETH: 6% yield, maybe 10x. Your move.1.8×01.3k11649
54Mar 21, '21I miss Steve Jobs1.8×01.5k7610
55Feb 19, '19This week on ARK's podcast—hear @elonmusk explain why Tesla build its own AI silicon and how that improved image inference performance by 20x.1.7×01.3k14042
56May 12, '21Did my first $1,000 gas fee transaction. Ethereum is just legalized ransomware. Don't @ me with your Cardano, Solana et al takes. You guys don't have anything worth paying ransom f1.7×01.2k6624
57Oct 9, '20Prediction: Chamath's IPO A-Z will probably demolish the S&P500 over the same time period.1.7×01.3k8060
58Dec 3, '20The final analysis on Slack is simple. Startup vs. incumbent is a race of innovation vs. distribution. Microsoft achieved feature parity faster than Slack reached distribution pari1.7×01.2k92100
59Sep 3, '21A minute of silence for those who are still doing deep work on whether Facebook or Apple is the better buy.1.6×01.3k9037
60May 24, '21More lessons for myself that I will 100% forget to follow next time1.6×0820108251
61Mar 15, '21If you want to see the future, go to the weirdest corner of the internet and stay there for a while.1.6×01.2k8862
62Apr 21, '19Forget business school—watch company investor day videos instead. The CEO and top brass prepare for weeks to explain everything from engineering to sales. Eg. @nutanix investor day1.6×084086257
63Nov 21, '21You can love Ethereum and acknowledge that every point in Su’s tweets is true.1.5×01.2k5619
64Nov 6, '21It’s cute that Elon thinks paying capital gains on a portion of this stock will placate the mob. There is no satisfying the mob. Ever.1.5×01.3k6311
65Nov 4, '21The purest metaverse play isn't $NVDA, it's $ETH.1.5×01.2k8124
66Oct 16, '20If you don't go down rabbit holes, what knowledge are you going to possess that's not a commodity?1.5×099715376
67May 1, '19Have gotten lots of questions on *why* Tesla built its own AI chip and the right way to compare vs. Nvidia's Xavier/Pegasus. Here's a short blog that explains it all in plain Engli1.5×084017198
68Aug 19, '20It took Apple 42 years to reach $1 trillion in market cap. It took just two more years to reach $2 trillion.1.5×01k12815
69Nov 18, '21I own more $GM than $BTC.1.4×08721297
70Jul 5, '17How well you understand something: Can explain in a blog = good Can explain in tweetstorm = excellent Can explain in one tweet = god1.4×08712342
71Jan 28, '21Tesla is the largest company in the world that is 100% supply constrained.1.4×01.2k878
72Sep 27, '21The most undervalued tech stocks are DeFi tokens.1.4×01k7941
73Mar 26, '21That's it I quit I'm moving to Cardano1.4×08881337
74Feb 13, '211 in 5 US adults use Twitter. 1 in 2 US kids use Roblox.1.4×01k7946
75Nov 30, '21How does the Metamask product manager sleep at night after using Phantom?1.3×01.1k5140
76Apr 19, '21Max hype/reality: Cardano $ADA Max reality/hype: Terra $LUNA1.3×084414834
77Aug 15, '20Etsy is the manufacturing arm of Pinterest.1.3×01.1k5326
78May 26, '21When crypto crashes, it doesn’t require a government bailout to restore normality.1.3×0950966
79May 12, '21Ethereum is iPhone level ecosystem with Android level market share.1.3×09528128
80Feb 19, '21Tonight I had to pay an artist in Spain. He asked if I wanted to use wire or PayPal. I said: how about crypto? He received the $ETH in 10min for $7 of network fee. GG banks.1.2×09533617
81Apr 25, '21Half the people in the world are below average.1.2×08943120
82Sep 21, '21If you want to have a year's worth of experience in three months join a startup. If you want to have a year's experience over three years join a Fortune 500.1.2×082310141
83Feb 29, '20I really feel Peter Thiel's frustration. In a nutshell—take away the internet and we basically still live in the 80s.1.2×07997157
84Feb 16, '21I've had this conversation like a million times: "But ARK made all its money through bitcoin" "We also did Tesla" "Okay so you had two flukes" "We also did Nvidia" *grumbles*1.1×09883619
85Feb 24, '21Spotify needs to stop "thinking" about Clubhouse and buy it pronto. You can't clone it, you can't beat it, it's an asset as compelling for audio as Instagram was for photos in 20121.1×09003929
86May 29, '21In crypto you get paid for putting up with sickening volatility and emotional turmoil. Then in bull markets people call you lucky. That's the trade.1.1×08619220
87Mar 28, '21Stocks could easily be flat for the next five years.1.1×08072511
88May 3, '21It's so hard to convince friends to buy crypto. Half the time they just won't do it. Half the time it goes up 50% and they sell it. Half the time it goes down 50% and they sell it.1.1×07986315
89May 27, '21Ultimately, life is just a chase for feelings.1.1×07717050
90Oct 1, '21The three bravest persons in tech: – Elon Musk – Tim Sweeney – Brian Armstrong1.1×08353629
91May 11, '21Ethereum is the only appointment where if you turn up late you're still early.1.0×08685311
92Jan 27, '21"We think Dojo could be the world's best AI training computer..we might offer it to others as a service. Dojo could be a business line by itself." –Elon Tesla just entered the AI h1.0×08017019
93Mar 12, '21Apple was the rebels. Now they are the empire.1.0×07926221
94Aug 31, '21Crypto is the only industry where you can 10x your money in a year and still feel like a schmuck.1.0×08285411
95Feb 8, '21People who don’t own bitcoin because they can’t afford a “whole bitcoin” have never ordered a 1/4 chicken.1.0×0795666
96Jul 11, '21Imagine hating rich people so much that you’d rather have less space technology.1.0×0818547
97May 8, '21Bitcoin - daily tweets, chants, and Clubhouse sessions to enforce HODLing Ethereum - we’ll pay you to stake ETH1.0×07865911
98Feb 27, '21If Banksy minted an NFT it would melt the internet.1.0×0785557
99Oct 21, '21ETH $10K is as lame a price target as AMZN $1001.0×08054114
100May 15, '22Why isn’t this flagged as misinformation?1.0×0804485
101Feb 11, '21In every other age chads crushed nerds. This is the age of nerds crushing chads.0.9×07733317

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