emad mostaque

T2 · manager / operator

Emad Mostaque founded Stability AI (Stable Diffusion) and now runs Intelligent Internet, developing open AI harnesses and sovereign AI frameworks. He is a prominent voice on open-source AI, model distillation, and emerging intelligence.

3 calls·3 names·67% bull·last heard last month·Peter H. Diamandis
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$INTELLIGENT-INTERNETIntelligent Internetposition

Intelligent Internet releasing harness Monday to uplift open models above Mythos on Frontier SWE

Emad's Intelligent Internet is releasing a harness that enables open models like GLM 5.2 to outperform frontier closed models on difficult coding benchmarks, demonstrating harness > base model.

2ndmedium conviction
$LIQUID-AILiquid AI

Liquid AI's efficient non-transformer architecture wins Mercedes on-prem automotive deployment

Liquid AI's novel architecture uses context far more efficiently than transformers, enabling on-prem deployment in Mercedes vehicles by September without internet connectivity.

3rdmedium conviction
$ANTHROPICAnthropic

Anthropic unlikely to IPO soon due to PBC structure and ideological control

Anthropic's Public Benefit Corporation structure and ideological stance against external fiduciary control make an IPO unlikely unless revenue drops; they have secondary liquidity for employees.

3 total
$LIQUID-AI
Liquid AI
Liquid AI's efficient non-transformer architecture wins Mercedes on-prem automotive deployment
Liquid AI's novel architecture uses context far more efficiently than transformers, enabling on-prem deployment in Mercedes vehicles by September without internet connectivity.
"It's a foundation model company from scratch, doesn't use any Anthropic, doesn't use any OpenAI. It has a far, far more efficient way to use context than the transformer attention…"
74:22
$ANTHROPIC
Anthropic
Anthropic unlikely to IPO soon due to PBC structure and ideological control
Anthropic's Public Benefit Corporation structure and ideological stance against external fiduciary control make an IPO unlikely unless revenue drops; they have secondary liquidity for employees.
"Anthropic with their continued revenue ramp, it all depends on are you going to see a drop that you haven't seen yet? If not, then again, why would they do it? Because they're ide…"
52:18
$INTELLIGENT-INTERNET
Intelligent Internet
HIGHemad mostaque·Peter H. Diamandis·last month· position
Intelligent Internet releasing harness Monday to uplift open models above Mythos on Frontier SWE
Emad's Intelligent Internet is releasing a harness that enables open models like GLM 5.2 to outperform frontier closed models on difficult coding benchmarks, demonstrating harness > base model.
"We're releasing the harness that will allow anyone to uplift the models above Mythos on Monday... we've been looking at how far can you get single models? And single models we're…"
135:30