id_aa_carmack
@id_aa_carmack
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
John Carmack and Omar Cornut argue that Microsoft/Sony/Nintendo keeping console SDKs/APIs under NDA limits open-source sharing and raises engineering/compliance burden for small game-engine teams, potentially entrenching large incumbents and increasing friction for indie/mid-tier engine development on consoles.
John Carmack and Omar Cornut argue that Microsoft/Sony/Nintendo keeping console SDKs/APIs under NDA limits open-source sharing and raises engineering/compliance burden for small game-engine teams, potentially entrenching large incumbents and increasing friction for indie/mid-tier engine development on consoles.
John Carmack and Omar Cornut argue that Microsoft/Sony/Nintendo keeping console SDKs/APIs under NDA limits open-source sharing and raises engineering/compliance burden for small game-engine teams, potentially entrenching large incumbents and increasing friction for indie/mid-tier engine development on consoles.
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John Carmack @ID_AA_Carmack 6h Sometimes I look out over a body of water and think about pixel shaders — superimposed...
John Carmack makes a reflective comment comparing traditional real-time graphics/pixel shader craft to “gen-AI rendering,” implying a broad industry shift in rendering techniques. No companies, products, or investable catalysts are mentioned.
John Carmack @ID_AA_Carmack Jul 22 Microsoft / Sony / Nintendo keeping their console SDKs behind NDAs has been a real...
John Carmack and Omar Cornut argue that Microsoft/Sony/Nintendo keeping console SDKs/APIs under NDA limits open-source sharing and raises engineering/compliance burden for small game-engine teams, potentially entrenching large incumbents and increasing friction for indie/mid-tier engine development on consoles.
@edoardocontente That is surprising!
The source text only says “That is surprising!” with no context, event, market data, company, sector, or catalyst. It is not actionable for investment analysis.
@joel_kessels @timothycbates @SemiAnalysis_ Fuel cells aren’t heat engines, so the Carnot limit doesn’t apply, and yo...
Post notes that fuel cells are not heat engines, so Carnot efficiency limit doesn’t apply; they can convert more fuel energy into electricity than traditional generators. Main caveat mentioned is historically poor lifespan/durability.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
John Carmack and Omar Cornut argue that Microsoft/Sony/Nintendo keeping console SDKs/APIs under NDA limits open-source sharing and raises engineering/compliance burden for small game-engine teams, potentially entrenching large incumbents and increasing friction for indie/mid-tier engine development on consoles.
John Carmack and Omar Cornut argue that Microsoft/Sony/Nintendo keeping console SDKs/APIs under NDA limits open-source sharing and raises engineering/compliance burden for small game-engine teams, potentially entrenching large incumbents and increasing friction for indie/mid-tier engine development on consoles.
John Carmack and Omar Cornut argue that Microsoft/Sony/Nintendo keeping console SDKs/APIs under NDA limits open-source sharing and raises engineering/compliance burden for small game-engine teams, potentially entrenching large incumbents and increasing friction for indie/mid-tier engine development on consoles.
John Carmack and Omar Cornut argue that Microsoft/Sony/Nintendo keeping console SDKs/APIs under NDA limits open-source sharing and raises engineering/compliance burden for small game-engine teams, potentially entrenching large incumbents and increasing friction for indie/mid-tier engine development on consoles.
John Carmack publicly confirms he resigned from Meta and notes his internal critique of the company was leaked, creating negative headlines via selective quotes. The actionable market angle is primarily sentiment/management-execution risk around Meta’s VR/Reality Labs strategy and spending efficiency.
A light, non-market post about using many-core CPUs in a supercomputer to create “pixel art” via per-core utilization patterns in Task Manager. No company, product launch, demand signal, or financial catalyst is referenced.
A light, non-market post about using many-core CPUs in a supercomputer to create “pixel art” via per-core utilization patterns in Task Manager. No company, product launch, demand signal, or financial catalyst is referenced.
The provided source contains no market, company, macro, or ticker-specific information (it only states the post/account no longer exists). No actionable investment content can be extracted.
The provided source contains no market-relevant content (post/account deleted). No actionable information, catalysts, or claims to evaluate.
Post notes that fuel cells are not heat engines, so Carnot efficiency limit doesn’t apply; they can convert more fuel energy into electricity than traditional generators. Main caveat mentioned is historically poor lifespan/durability.
Post notes that fuel cells are not heat engines, so Carnot efficiency limit doesn’t apply; they can convert more fuel energy into electricity than traditional generators. Main caveat mentioned is historically poor lifespan/durability.
Post notes that fuel cells are not heat engines, so Carnot efficiency limit doesn’t apply; they can convert more fuel energy into electricity than traditional generators. Main caveat mentioned is historically poor lifespan/durability.
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@id_aa_carmack
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