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Jeffrey Emanuel on AI · ViralLoop

Post by Jeffrey Emanuel on X

Jeffrey Emanuel@doodlestein

I wrote up all my thoughts on whether NVDA stock is finally a decent short (or at least not a good thing to own at this point). I’m a huge bull when it comes to the power and potential of AI, but there are just too many forces arrayed against them to sustain supernormal profits.

943 likes60 repliesPosted Jan 25, 2025

View the original on X Written by Jeffrey Emanuel. Captured Sep 4, 2026.

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Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.
Opens on a negative, which reads as a warning and is harder to ignore than a claim.

The mechanics

Hook: Plain observation
Structure: Hook
Style: Conversational paragraphs at a steady pace.
Tone: personal
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

Topics

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For those confused why the US state and Silicon Valley are having a meltdown on twitter today. China released multiple AI models that are 50x more efficient than the best American AI models and made them open source, ruining the AI market

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

I am very excited about AI, but to go off-script for a minute: I built an app with Codex last week. It was very fun. Then I started asking it for ideas for new features and at least a couple of them were better than I was thinking of. I felt a little useless and it was sad.

Hi! I'm one of the prompt writers that worked on this ad. It's a lot harder than people think! Prompts that my team used include: -make it funny -make it epic AND funny -funnier!!! Please be nice to my team as many of them will be laid off/replaced by AI

It’s patently absurd that Apple isn’t smart enough to make their own AI, yet is somehow capable of ensuring that OpenAI will protect your security & privacy! Apple has no clue what’s actually going on once they hand your data over to OpenAI. They’re selling you down the river.

More from Jeffrey Emanuel

Jeffrey Emanuel

Something definitely seems screwy with the Fable 5.1 usage. Probably a caching bug in the new Claude Code if I had to guess. I managed to blow through all my 28 Max 20x accounts today (at least the 5-hour usage limits) just doing audits of a bunch of my projects. First time ever.

Jeffrey Emanuel

Shocker: this did turn out to be trivially solved by Fable in a bit over 7 minutes, using ~20k tokens. Don't try to hide things from our ASI brethren, at least not like this; it's not going to end well!

Jeffrey Emanuel

It’s crazy to see Meta spending so much to build up their AI initiatives and then do something as insanely value destructive as giving a half-baked, easy-to-trick AI agent the keys to the kingdom to take over valuable accounts. And then not have any kind of automated QA for it.

Jeffrey Emanuel

I’m glad this is happening, but isn’t it pretty bearish for xAI that they don’t need that compute internally? That the highest and best use of the compute is to rent it to another lab? I get it that the deal will be profitable for them, but it must be a gut punch to researchers.

Jeffrey Emanuel

OK, so now we know just how much more efficient DeepSeek is for inference in terms of total tokens per second processed. They are doing roughly 7-8x more tokens per second on an H-800 (a crippled, export-control version on the H-100) than the open-source state of the art on H-100