NeuralCapital retweeted
There it is.
Over 60% of the S&P 500's components are now in bear market territory, down -20% or more from their record highs.
Four of the Magnificent 7 stocks are now in bear market territory, with these seven names erasing a combined -$4 trillion in market cap since their highs.
We are in a "stealth" bear market.
And, we believe it's a huge opportunity as we outlined below on October 15th.
NeuralCapital retweeted
$AMZN: reaction seems a bit extreme on actual results even if whispers weren't met. AWS +39% was 6th consec Q of acceleration, best # since 4Q 2021, backlog tripled, next 2 years guide of 40% at 40% OM. Retail demand remains strong - tuf Prime Day comp. Ads + DD. 15x EPS.
NeuralCapital retweeted
If you’re a long term investor with no plans of buying right now … today may be a good day to not check your portfolio 🫡
NeuralCapital retweeted
Notebook has just unlocked over 700 textbooks from the world’s leading publishers. Every single one is available to you, completely free of charge! @Gemini_Notebook
NeuralCapital retweeted
A seismic shift just occurred in the clean-tech landscape, and most of the market is still looking at the old map. In just 100 days, my outlook on Aduro Clean Technologies has shifted from promising to pivotal.
Last week’s patent filing was the spark that ignited a TAM explosion, fundamentally rewriting the ceiling for this company. We aren’t just looking at a growth play anymore; we’re looking at a total industry disruption. @makingmoneynow1 @ClassicValueInv
open.substack.com/pub/gannon…
NeuralCapital retweeted
storytelling is the only way to impose meaning on abundance, coherence on noise, & legitimacy on power.
strategy, ops, & capital are all downstream. without narrative control, none it will ever stick.
this has been the core premise of my account. in a world of infinite output, story is the scarce primitive. whoever can compress chaos into something ppl can feel, remember, forgive, & rally around actually runs the system. this skill is worth more than the entire c suite combined.
NeuralCapital retweeted
Voice AI is going to explode in 2026. Here’s what I’m seeing:
1. Dictation has completely changed how I work
I go on walks where I dictate to Otter for 40min. I built an app this weekend while lifting weights. The productivity gain is real.
2. Phone booths everywhere
I visited the offices of two large AI companies last week. They have phone booths everywhere. I watched someone walk into one, dictate, then walk right back out. That’s it.
3. Microphones at every desk
I visited Wispr Flow’s headquarters in October (see pic). Every single employee had a $60 microphone on their desk and can whisper tasks all day long to AI. You cannot hear them even if you’re at the neighboring table.
4. OpenAI says typing is the bottleneck
Alexander Embiricos, head of product for Codex, just went on the @lennysan podcast that the “current underappreciated limiting factor” to AGI-level productivity isn’t model capability, it’s human typing speed.
We are literally being held back by our fingers.
NeuralCapital retweeted
don’t build slot machines
don’t fake humans
don’t hide the messy truths
don’t create black boxes
don’t make people feel stupid
don’t extract value or attention
don’t optimize for vanity metrics
don’t gatekeep knowledge
don’t make tools that divide
don’t sacrifice agency for convenience
don’t hold opinions
build tools that teach
build systems that reveal
build for human curiosity, not clicks
build bridges, not walls
build for the commons
build for every unique being
build to amplify thought
build for the person you once were
build for questions we haven’t yet asked
build tools that extend imagination
build with the love for humanity, for the universe we live in
NeuralCapital retweeted
Replenishing the brain’s natural stores of lithium can protect against and even reverse Alzheimer’s disease
go.nature.com/4mt8jSz
NeuralCapital retweeted
My 1 pager on what you need to know about today's OpenAI's gpt-oss announcement
OpenAI just made it possible to build AI for healthcare, finance, defense etc. The $300B+ markets that were off-limits are now wide open.
NeuralCapital retweeted
CREDENTIALS DON’T MATTER
Over the last few months, I’ve seen several A+ execs and operators flounder and fail at AI startups, while young “inexperienced” builders have crushed execution and performed superbly.
It’s the biggest discontinuity in talent evaluation I’ve seen in my 25+ years in technology.
All of one’s prior experiences, credentials, and traditional markers of success have become nearly irrelevant when the fundamental rules of the game have changed so dramatically.
The shift to AI represents such a paradigm break that institutional knowledge often becomes institutional baggage. The executive who masterfully navigated enterprise sales cycles finds themselves lost when the product builds itself. The operator who optimized for predictable growth metrics struggles when the core capability improves exponentially overnight.
Meanwhile, the 22-year-old who’s been fine-tuning models in their dorm room intuitively understands token economics, reasoning patterns, and capability scaling in ways that no MBA program ever taught. These “inexperienced” builders don’t carry the weight of how things “should” work. They don’t waste time trying to force AI capabilities into traditional product frameworks or business models. And so, they win.
If you’re an executive wanting to find a role at an AI company, be humble. Put in the work. Use the tools and create a personal AI stack. Train yourself to think differently - probabilistically, not deterministically. Be open to an IC role if needed. It’s not magic, but it will take real work.
If you’re an AI company founder, ensure your hiring process is not blinded by credentials. What matters is raw building ability (in EVERY role, not just Eng/Product/Design), comfort with uncertainty, and the ability to iterate and experiment exceptionally fast.
It’s a new era.
NeuralCapital retweeted
Overcrowded hospitals are a crisis — but Rocket Doctor is proving there's a smarter way.
$TRUE / $TREIF (Treatment.com AI) just shared game-changing results from their virtual Emergency Department diversion program 🧵👇
globenewswire.com/news-relea…
NeuralCapital retweeted
New $PLTR article. I’ll link it below for you to read — it’s short.
This sentence sticks out to me:
“Healthcare produces nearly a third of the world’s entire data, and studies indicate that almost 97% of it goes unused.”
The possibilities are endless.
NeuralCapital retweeted
3PM PST today @vladtenev @tachim and @HarmonicMath live streaming on @X. Not to be missed.
teapawt.org/i/broadcasts/1BdGYqEkO…
NeuralCapital retweeted
𝗔𝗺𝗲𝗿𝗶𝗰𝗮’𝘀 𝗔𝗜 𝗔𝗰𝘁𝗶𝗼𝗻 𝗣𝗹𝗮𝗻: 𝗪𝗵𝗮𝘁 𝗜𝘁 𝗠𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻, 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗚𝗹𝗼𝗯𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 🇺🇸
Reflecting on my first set of takeaways from a quick reading of the White House AI Action Plan released today, I’m genuinely excited about what this means for the future of AI in the US. At @ACL_Digital, our team sees tremendous possibilities, not only in driving improved productivity for enterprises of all sizes but also in helping businesses fundamentally reimagine their processes to compete globally with AI-powered innovation.
The plan’s focus on accelerating AI R&D, expanding infrastructure, and creating regulatory clarity creates an environment where large tech innovators, systems integrators like us, and enterprises can collaborate to deliver transformative solutions faster and with greater trust.
For ACL Digital, standing at the forefront of building AI solutions, this is a huge opportunity to deepen our partnership with customers, helping them unlock new growth avenues while boosting operational excellence.
Let's connect, share insights and explore new use cases for AI to transform business as this ambitious roadmap unfolds.
#AIActionPlan #WhiteHouseAIActionPlan
linkedin.com/pulse/americas-…
NeuralCapital retweeted
OpenAI agreed to pay Oracle $30B a year for data center services | TechCrunch techcrunch.com/2025/07/22/op…































