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immad mostaque

T2 · manager / operator

Author of 'The Last Economy'. Tracks Chinese AI labs, quantization, humanoid robotics, and forecasting. Deep knowledge of model architectures, inference providers, and open-source ecosystem. Releasing research papers on generative AI economics.

6 calls·6 names·100% bull·last heard 3 days ago·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
$PRISM-MLPrism ML

Prism ML's Bonsai 27B achieves ternary quantization running GPT-3.5 class model on smartphone at 6GB

Breakthrough in quantization: 27B parameter model compressed to ternary (1.58 bits) with only 5% accuracy drop, enabling frontier-class intelligence on consumer devices without internet. This opens path to sub-1-bit quantization and photonic computing substrates.

Peter H. Diamandis2026-07→
2ndmedium conviction
$DISCOVERY-LOOPDiscovery Loop

Immad reveals Jeff Dean's recursive self-improvement startup funded by Vinod Khosla at $500M

Jeff Dean left Google after 27 years to co-found Discovery Loop, a public benefit corporation focused on recursive AI self-improvement, immediately backed by Vinod Khosla with ~$500M.

Peter H. Diamandis2026-08→
3rdmedium conviction
$MODALModal

Modal at $10B valuation building inference infrastructure for open-weight models

Part of the new inference provider layer raising capital to optimize open-source models on Western hardware, capturing the margin between Chinese model innovation and US compute advantage.

Peter H. Diamandis2026-07→

most discussed · click a bar to filter

recurring themes

6 total
$DISCOVERY-LOOP
Discovery Loop
MEDimmad mostaque·Peter H. Diamandis·3 days ago
Immad reveals Jeff Dean's recursive self-improvement startup funded by Vinod Khosla at $500M
Jeff Dean left Google after 27 years to co-found Discovery Loop, a public benefit corporation focused on recursive AI self-improvement, immediately backed by Vinod Khosla with ~$500M.
"he said I think I'm leaving and Costa is probably like here's $500 million... Venode stepped in right away and funded it... Venode said nope we're done."
97:25
$MODAL
Modal
MEDimmad mostaque·Peter H. Diamandis·23 days ago
Modal at $10B valuation building inference infrastructure for open-weight models
Part of the new inference provider layer raising capital to optimize open-source models on Western hardware, capturing the margin between Chinese model innovation and US compute advantage.
"Others like Modal at 10 billion, Base 10 at 10 billion. These are the inference providers of open source models. They've all raised a billion dollars that they're now going to spe…"
107:21
$BASE10
Base10
MEDimmad mostaque·Peter H. Diamandis·23 days ago
Base10 at $10B valuation joining inference provider race for open-source AI
Third major inference provider raising capital to optimize open-weight models, indicating a new infrastructure layer capturing value from model commoditization.
"Others like Modal at 10 billion, Base 10 at 10 billion. These are the inference providers of open source models. They've all raised a billion dollars that they're now going to spe…"
107:21
$FIREWORKS-AI
Fireworks AI
MEDimmad mostaque·Peter H. Diamandis·23 days ago
Fireworks raises at $17B to optimize open-source model inference, capturing Chinese model efficiency gains
Inference providers are raising billions to optimize open-weight models like Kimi K3 for Nvidia hardware, creating a 10-100x cost advantage over Chinese labs running on domestic chips. American companies will serve these models cheaper than the originators.
"you've seen Fireworks just raise at a $17 billion valuation. Others like Modal at 10 billion, Base 10 at 10 billion. These are the inference providers of open source models. They'…"
107:21
$PRISM-ML
Prism ML
HIGHimmad mostaque·Peter H. Diamandis·23 days ago
Prism ML's Bonsai 27B achieves ternary quantization running GPT-3.5 class model on smartphone at 6GB
Breakthrough in quantization: 27B parameter model compressed to ternary (1.58 bits) with only 5% accuracy drop, enabling frontier-class intelligence on consumer devices without internet. This opens path to sub-1-bit quantization and photonic computing substrates.
"Prism ML and actually Tencent... have had massive advances in being able to take a model that's been trained in a 16bit architecture or an 8-bit architecture like Kimmy is basical…"
63:03
$UNITREE
Unitree Robotics
MEDimmad mostaque·Peter H. Diamandis·23 days ago
Unitree at 11,000 humanoids produced, scaling to millions as China makes robotics national priority
China has 150 humanoid robot companies with Unitree leading at 11k units produced. MMA combat demonstrations stress-test balance, impact recovery, and latency. Household deployment imminent but safety regulation absent for 70kg robots punching 4x Mike Tyson force.
"Unitree has only made 11,000 robots humanoids total. We are literally at the very start of this... A few years from now it will be 11 million a year from 11,000. So we got to have…"
97:09