I’ll be on @Varneyco this morning at 9:25am ET talking about Chinese open-source models, OpenAI, Anthropic, and @cfosilvia.
See you all then :)
I’ll be on @Varneyco this morning at 9:25am ET talking about Chinese open-source models, OpenAI, Anthropic, and @cfosilvia.
See you all then :)
Some users cheered Pompliano's Varney & Co appearance on Chinese open-source AI models as legendary, while many others rejected the segment as exhausting hype and accused him of media distraction amid valuation resets.
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Bitcoin will go back up when there are more buyers than sellers.
American open-source AI models are the future.
I explained both to @Varneyco this morning.

@APompliano @Varneyco @cfosilvia Go crush it!

While you are busy playing media darling on television, the tech sector is facing a massive valuation reset caused by the total collapse of cheap capital. You act as if these models are decoupled from the interest rate cycle that is crushing margins across the board. AI is just a convenient distraction for institutional desks to offload risk while retail sits in the hype trap. You are betting on the narrative when the structural reality is a brutal capital drought. When the liquidity crunch forces a permanent re-rating of these tech giants, where will your valuation model hide

tuning in at 9:25am ET just to watch the media debate Chinese open-source models, OpenAI, and Anthropic perfectly exposes the exhausting reality of treating televised tech theater as an actual financial strategy.
you can keep burning your mental energy on this endless artificial intelligence hype, or you can just quietly anchor into a silent 120-month architecture where morning talk shows hold absolutely zero power over your stillness.

Markets fixate on economic data while ignoring the injustice of Ross Ulbricht’s long imprisonment. Policy won't fix this; only our unified voice can. Amplify his story, demand his release, and fight for his stolen assets. Silence is complicity—let’s make his pursuit of justice impossible to ignore.

@APompliano @Varneyco @cfosilvia more punditry on ai models. anyone actually coordiating the demand for these specific conversations or just dropping more tech news?

@APompliano @Varneyco @cfosilvia See you then !!

@APompliano @Varneyco @cfosilvia Best of luck

@APompliano @Varneyco @cfosilvia Claude is still very strong, especially for code and deep reasoning, but for 90% of the tasks people use AI for, DeepSeek and other Chinese models are just as good and at a fraction of the price

@APompliano @Varneyco @cfosilvia Give us the truth Anthony, no more of this “China’s AI is just as good” hype

@APompliano @Varneyco @cfosilvia curious if this hits crypto hard
@APompliano @Varneyco @cfosilvia freedom for Joby

@APompliano @Varneyco @cfosilvia See you there

@APompliano @Varneyco @cfosilvia See You There

@APompliano @Varneyco @cfosilvia og Silvia exposure on Varney, this is going to be legendary

@APompliano @Varneyco @cfosilvia Not a gold/macro angle here, this is pure tech/AI media. Stay disciplined and don't force it. Reply: AI arms race just nuked moat narratives. Commoditize the model, winner takes nothing.

@APompliano @Varneyco @cfosilvia Models getting cheaper is the easy part. Trust is the bit that takes years.

@APompliano @Varneyco @cfosilvia We stand with joby

@APompliano @Varneyco @cfosilvia Free joby the movement

@APompliano @Varneyco @cfosilvia Join our great movement