Thread Guy

GoodAlexander × David Choi

Chinese open-source models reportedly approach Opus or Sonnet performance on roughly $10,000 GPUs, while Qwen 3.6-class compute costs about $2 per hour.That 40-80x gap supports local inference and crypto-financed compute, but USD.AI’s $1 billion GPU-loan target, reference rate, and CHIP model remain unproven.

Andrew Yang × Thread Guy

Yang sees economic mobility narrowing from roughly 93% for Americans born in the 1960s to 50% for those born in the 1990s.His “lead and be led” playbook turns time, attention and social capital into economic leverage, while AI may eliminate many more jobs than it creates.The catalyst is whether taxation and shared proceeds can make AI visibly beneficial before “AI plus capitalism” produces a “loot and rob” equilibrium.

Thread Guy × Giver

Bitcoin’s fall from roughly $126K to $67K looks like a demand hangover after ETFs and price-agnostic treasury companies pulled 12–18 months of buying forward.Kevin Warsh’s lower-rates, shrinking-balance-sheet framework could challenge Bitcoin’s role as the “sponge for excess dollars,” while AI adoption, generalist labor, and durable non-Bitcoin demand remain unresolved.