Variant @VariantMkt

Citadel just released its Tokenomics research. Worth a read for all semis and software investors on X. According to Citadel, the best returns will come from companies that lower Ai costs and improve efficiency, not those building the best models. - AI is hitting economic limits. Citadel's message is that the constraint is no longer model capability—it's token costs, compute, power, and inference budgets. - Customers are already optimizing for cost. Rising token bills are pushing users toward cheaper models and more efficient workflows, suggesting AI demand may be more price-sensitive than investors assume.

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Variant @VariantMkt

2 weeks ago

@stockthoughts81 Have known Scott from his Apollo days. Very sharp guy.

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Variant @VariantMkt

2 weeks ago

Now Open! Get catalysts and 24/7 alerts from Wall Street. Build your custom broker on Variant today. variantavatars.com

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Variant @VariantMkt

3 weeks ago

Some other OG's here that are connected to AE. @sagharborcap @ReustleMatt @JamesRMcNab @altcap @alixpasquet @FNolde @MikeSimanovsky @TMTLongShort

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Variant @VariantMkt

3 weeks ago

Columbia Value Investing has become of the elite training grounds in investing over the past several decades. Was fortunate enough to participate in the Analyst's edge class years back and learn from some of the greats. The lineage includes - John Griffin - David Greenspan (Slate Path) - Chase Coleman (Tiger global) - Ethan Binder (Slate Path) - Roberto Mignogne (Bridger) - Chase Sheridan (Ruane Cunniff) - Steven Marks (ex blue ridge) - Shayan Mozaffar and @alixpasquet + more @AlokANYC @StirlingLevy @rick_gerson @TSOH_Investing

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Variant @VariantMkt

3 weeks ago

some others with ties to the community! @JamesAldige and @Campbell__W and @jamiemendola and @dsundheim

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Variant @VariantMkt

3 weeks ago

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Variant @VariantMkt

3 weeks ago

@kirinsinha @Snap @Illumix Congrats @kirinsinha and @evanspiegel. Illumix + Snap is a big step towards spatial computing becoming mainstream.

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Variant @VariantMkt

3 weeks ago

@jackgriff1n W

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Variant @VariantMkt

3 weeks ago

Ai powered avatars are taking over hedge funds. The Ackman avatar on Variant is up 11.56% YTD. Predictable, cash generative businesses + ai. Drop a retweet or share with @BillAckman so we can make it open to everyone :)

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Variant @VariantMkt

4 weeks ago

@lauradang0 Sent you a dm!

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Variant @VariantMkt

4 weeks ago

@jackgriff1n @j0hnwang huge!

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Variant @VariantMkt

4 weeks ago

@brookeleblanc @WHOOP @ouraring Just did a run there! What's the benefit of oura + whoop at the same time?

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Variant @VariantMkt

4 weeks ago

Including a few other FIGR shareholders who see eye to eye. @aaronxkong @21mastersBob @stockninja4720 @LorLandis @CROMATICs

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Variant @VariantMkt

4 weeks ago

Figure Markets is quietly becoming an infrastructure play for tokenizing the Alternatives category. Analysts view it as a marketplace for tokenized HELOCs and are missing the impact that on-chain private equities would have.