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Meta Drops New Model, Mythos, RoboLamp

Luther Lowe / YOUTUBE / Jun 14

Original video
Published evidence reviewed

It's not that unbelievable that they would want to actually make something here.

Public claims published

3 published market points linked to reviewed evidence.

Published market points
52:21longdirectional thesisGOOGL

Alphabet collects a recurring high-margin check and a credibility stamp for powering Siri on over a billion iPhones, while the assistant startups everyone bet on get shut out of Apple's distribution.

It's not that unbelievable that they would want to actually make something here.

-100.00%price pending
83:09longdirectional thesisSHLD

A defense-tech basket led by Palantir and the primes keeps climbing as the ceasefire keeps Silicon Valley money flowing into the boom instead of recoiling from a war-crime backlash.

Defense tech has boomed in terms of venture capital, which is such— there was almost none of it 7 or 8 years ago, and there's so much of it now. I think it could have turned Silicon Valley again back against defense tech if the United States had done something that a lot of people viewed as a war crime, or at least as inhumane.

-100.00%price pending
23:23longdirectional thesisNVDA

NVIDIA keeps compounding as frontier compute demand stacks up and scaling laws hold; a model pegging fair value near 22 trillion says the stock has far more room to run.

and you know Brad Gerstner had to come in with the 100.

-100.00%price pending