@FinanceYF5: Chamath Finds a Signal to Predict When a Trend Is Waning 1/ He found a pattern: by looking at which buzzword peaks in SEC filings, you can tell when that trend is about to fade. From 2020 to 2022, DEI was the hottest word in earnings reports; after peaking, it quickly declined. AI has been climbing since late 2022, and now almost every big company mentions it in their filings.

Chamath discovers a signal that can predict the ebbing of hype cycles

1/ He found a pattern: By tracking which buzzword peaks in SEC filings, you can predict when that concept is about to fade.

From 2020 to 2022, DEI was the hottest term in earnings reports—after peaking, it quickly declined. AI has been climbing since late 2022, and now nearly every major company mentions it in their filings. https://t.co/ndshuENOPh

2/ Now he’s watching the word “Agentic”—though its base is almost zero, its rise is steeper than AI’s was back then, and it’s becoming the new “must-mention” term.

He also says AI is real and is the core transformation of this era—it’s just that the spending paths aren’t clear yet, and only a handful of companies are currently making money from it.

An open-source model was released domestically: just shoot a video and it can reconstruct a 3D scene in real time.

Just one camera, no LiDAR needed—it handles over 10,000 frames without crashing, and runs at 20 fps on a single GPU. It outperforms traditional optimization-based methods and has been tested on drone footage, dashcams, and indoor walkthroughs.

And it’s fully open-source.