Fireside Alpha ✓
@firesidealpha · United States · joined 14 Jun 2026
Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives
21 366Followers
275Following
1 474Posts total
15MViews on collected posts
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A few thoughts on this:
1) If you’ve only seen clips of this interview, I’d encourage you to watch the full podcast. I push back on plenty of AI hype in it.
2) As I said in the podcast, this example is academic. My intention was to illustrate how hard it is to make absolute
289.9K views · 1.8K likes
· 143 reposts · 197 replies
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@firesidealpha Please stop inventing sci fi scenarios and pretending these are real risks that need to be engineered against
29K views · 1.9K likes
· 22 reposts · 35 replies
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OpenAI's Noam Brown says air-gapping the computers may not stop a misaligned AI, because two air-gapped machines can still talk by running a CPU hot and reading the temperature change
"But I think the major takeaway from the incident is that people underestimated the AI. And we
4.8M views · 2.2K likes
· 185 reposts · 875 replies
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0:59
Noam Brown reveals OpenAI is already watching chain-of-thought monitorability degrade as models get better at controlling what they show
"And this is one major concern, and we're already seeing signs that chain of thought monitorability is degrading, for various reasons." https:
523.3K views · 188 likes
· 19 reposts · 24 replies
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0:51
Bernie Sanders reveals he will introduce legislation to permanently ban superintelligence as soon as Congress reconvenes, and to prevent it being built anywhere in the world
"We need an immediate pause on advanced AI development and a permanent ban on superintelligence, an https
1.2K views · 4 likes
· 0 reposts · 1 replies
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Arm CEO Rene Haas: the next bottleneck is building the data centers themselves, with projects behind schedule, labor short, and local restrictions piling on
"I think building out the data centers is going to be a bottleneck. If you look at all the projects that are being done ht
4.5K views · 10 likes
· 0 reposts · 1 replies
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Chamath recalls working a Burger King night shift at 14 years old to support his refugee family
"My dad was a diplomat in the embassy of Sri Lanka in Canada. This f*cking war in Sri Lanka is crazy. He writes this essay, his life is threatened, so he files for refugee status. He
5.1K views · 19 likes
· 1 reposts · 0 replies
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David Sacks says data centers done right push electricity costs down, and Loudoun County residents pay $6,000 less in property taxes because AI companies pick up the tab
"That data centers, if done right, they bring electricity costs down, not up, because the AI companies will h
2.5K views · 11 likes
· 1 reposts · 2 replies
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$AAPL's John Ternus: the story that perfectly exemplifies Apple is Steve Jobs admiring the back of a chest of drawers no one would ever see
"One of my favorite stories, and you've probably heard it before, it was about Steve when he was moving a piece of furniture, a chest of ht
6.3K views · 18 likes
· 2 reposts · 1 replies
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$AVGO Hock Tan: every gigawatt the AI labs deploy can generate $30 billion in annual revenue, so bankrolling OpenAI and Anthropic makes economic sense for Broadcom
"With these two guys, Anthropic and OpenAI -- I mean, this is like thinking of two geniuses in the middle of, what,
3K views · 12 likes
· 1 reposts · 1 replies
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Hock Tan says the AI labs are becoming hyperscalers in their own right, building their own silicon and running their own data centers
"Now, these guys are going to be hyperscalers in their own right."
"So what they do is they want first-party compute capacity, just as they http
2.7K views · 15 likes
· 0 reposts · 0 replies
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Hock Tan says Broadcom has the supply secured to double AI revenue to $115 billion next year and $230 billion the year after, though demand exceeds this outlook
"In 2027 we have secured the supply to again double AI revenue to approximately $115 billion."
"Our demand actually h
9.4K views · 29 likes
· 6 reposts · 1 replies
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Hock Tan says Anthropic is on track to become Broadcom's largest XPU customer in 2027 and into 2028
"Moving on to Anthropic. Starting with the 1 gigawatt of Ironwood we are deploying in 2026, we expect Anthropic to deploy another 5 gigawatts of TPU v8i in 2027."
"And in 2028 we
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· 0 reposts · 1 replies
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@firesidealpha "I'm not the problem. The people I'm competing against are the problem."
4.3K views · 201 likes
· 3 reposts · 1 replies
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Sam Altman reveals his concern that the industry's compute frenzy is showing its first signs of unsustainable silliness
"I'm not worried about our compute buildout plans. I am worried about the world's compute buildout plans."
"I think we are going to be able to use all of the
572.9K views · 455 likes
· 47 reposts · 70 replies
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0:34
"I've never felt the weight of trying to be Steve. It's just, it's not who I am, and it's not my goal in life. I am who I am, and that's that. I'm focused on that and being a great CEO of Apple."
-- Tim Cook, in his first interview as CEO
15.8K views · 26 likes
· 1 reposts · 0 replies
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@firesidealpha AI has made good programmers extremely productive. 10x at least.
1.7K views · 7 likes
· 0 reposts · 0 replies
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@firesidealpha $SPCX is unique in that it is the only company that has a frontier AI model and the capability to connect and physicalize that model globally.
1K views · 9 likes
· 0 reposts · 0 replies
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@firesidealpha I just can’t do it anymore.
12.1K views · 227 likes
· 1 reposts · 20 replies
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Ft @GavinSBaker @DavidGeorge83
Link: https://t.co/Pj3pcvQBCB
44.1K views · 25 likes
· 2 reposts · 4 replies
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Gavin Baker says the physics PhDs calling orbital data centers impossible on X have not out-thought the 10,000 SpaceX engineers who treat it as solved
"It's very hard for me to engage. There are all these people on X and they're like, I am a physics PhD and this is impossible."
1.6M views · 3.6K likes
· 258 reposts · 194 replies
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Sam Altman admits he was wrong on AI's timeline and says society and the economy will adapt more slowly
"I thought when we got to GPT-4, which was back in 2023, that very quickly after that there was going to be much more disruption, software businesses up for grabs right away,
6.4M views · 3.2K likes
· 292 reposts · 386 replies
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0:56
David Sacks says an open-source AI ban is coming, disguised as holding open models to the same standard as closed
"I got bad news for you, Chamath. An open source ban is coming. They're not going to call it that."
"You know what they're going to say? They're going to say that h
244.3K views · 661 likes
· 79 reposts · 45 replies
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Gavin Baker re $SPCX: Investors should start to consider Grok when they think about SpaceX, very few of them talk about Grok at all
"I talk to a lot of investors about SpaceX. And what's just amazing to me is everyone will have a nuanced view on Starlink."
"Maybe they're a http
380.2K views · 352 likes
· 29 reposts · 13 replies
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Elon Musk, who expects SpaceX to reach a $1 trillion in revenue by 2030, on where all of that value is actually going to come from: "probably in four or five years, AI will be 99% of the value of SpaceX"
This is him telling his own staff why the rocket company is now an AI https
39.8K views · 86 likes
· 11 reposts · 5 replies
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Em comparação com contas do mesmo porte
27 posts dos últimos 90 dias, ao lado da faixa de 10K–100K seguidores. aparece para muita gente, mas poucos desses espectadores reagem.
Mediana de visualizações12 146esta conta924mediana para 10K–100K
Alcance, %56.85%esta conta3.62%mediana para 10K–100K
Engajamento, %0.35%esta conta1.52%mediana para 10K–100K
| Métrica | Esta conta | Mediana para 10K–100K | Proporção |
|---|---|---|---|
| Mediana de visualizações por post | 12 146 | 924 | 13.2× |
| Alcance (visualizações ÷ seguidores) | 56.85% | 3.62% | 15.7× |
| Taxa de engajamento | 0.35% | 1.52% | 0.23× |
Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
7.6K2 Sep
9.4K
2.7K
3K
6.3K3 Sep
2.5K
5.1K
4.5K
1.2K4 Sep
523.3K17 Sep
4.8M
29K
289.9K18 Sep
22K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.26%2 Sep
0.40%
0.64%
0.46%
0.35%3 Sep
0.55%
0.39%
0.29%
0.41%4 Sep
0.05%17 Sep
0.09%
6.92%
0.74%18 Sep
0.10%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes65.2%15 171 in total
Reposts4.8%1 106 in total
Replies8.1%1 880 in total
Quotes8.3%1 939 in total
Bookmarks13.6%3 159 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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Frequently asked questions about @firesidealpha
How many followers does @firesidealpha have?
21 366 followers.
How many posts has @firesidealpha published?
1 474 posts.
How do posts by @firesidealpha perform?
Collected posts: 28. Views: 14 963 501. Likes: 15 171.