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johnschulman2

Public author page for johnschulman2 (@johnschulman2). Focused commentary on AI progress, multimodal models, and implications for compute and tooling. Posts include qualitative endorsements of AI products and observations about capability and deployment trends.

Trust score
0 / 100
Track record
0 / 100
Thesis calls
4
Evaluated calls
4
Average return
-0.23%
Win rate
50%

Past bets that played out

Repeated qualitative endorsement: author announced advising an AI product aimed at helping scientific authors and reviewers perform deeper analysis. Coverage emphasizes accelerating capability of general‑purpose foundation models and the emergence of real‑time, full‑duplex multimodal interaction, implying continued demand for inference compute, model hosting, and real‑time AI tooling.

MSFTwrongbacktest DEMOTE

Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.

Mentioned: May 28, 2026, 11:46 AM EDTConviction: 28 / 100Return: -9.59%Observed price: $425.33
Source: Glad to be advising https://t.co/QVsH1u528N, which uses AI to help authors and reviewers do deeper, more thorough ana...
GOOGLrightbacktest PROMOTE

Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.

Mentioned: May 28, 2026, 11:46 AM EDTConviction: 26 / 100Return: +7.88%Observed price: $390.86
Source: Glad to be advising https://t.co/QVsH1u528N, which uses AI to help authors and reviewers do deeper, more thorough ana...
NVDArightbacktest PROMOTE

Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.

Mentioned: May 28, 2026, 11:46 AM EDTConviction: 24 / 100Return: +6.92%Observed price: $213.98
Source: Glad to be advising https://t.co/QVsH1u528N, which uses AI to help authors and reviewers do deeper, more thorough ana...

What this channel is watching now

Active tickers discussed: RELX, MSFT, GOOGL, NVDA. Commentary centers on AI capability advances (zero‑shot instruction following, multimodal models) and their downstream demand for compute, hosting, and distribution infrastructure.

Latest videos and market context

No video content available.

Glad to be advising https://t.co/QVsH1u528N, which uses AI to help authors and reviewers do deeper, more thorough ana...

May 28, 2026, 11:46 AM EDT

Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.

Seeing the demos come together over the last week has been awesome -- so many things that previously required a speci...

May 11, 2026, 4:50 PM EDT

The source describes rapid progress in AI demos where tasks previously needing special-purpose models (real-time translation, video event detection) are achievable via zero-shot instruction following using a strong general-purpose model. This implies faster capability unlocks and broader applicability for foundation models, increasing demand for training/inference compute, model hosting, AI tooling, and distribution platforms.

Sharing our work on full-duplex multimodal models -- real-time interaction that's natural and intuitive without compr...

May 11, 2026, 4:48 PM EDT

Post highlights development of “full‑duplex multimodal models” enabling real‑time, natural interaction for human‑AI collaboration. No concrete commercial details (customers, monetization, hardware requirements, partnerships) are provided, so direct trade signals are weak; the main implication is continued demand for AI inference compute and real‑time multimodal tooling.

@jifan_zhang @thinkymachines welcome!

Apr 28, 2026, 3:03 PM EDT

Non-informational welcome message; no market/macro/company content or actionable data.

Proof-backed call history

Recent posts document: (1) advising an unnamed AI product for scientific publishing/workflows; (2) observations on rapid capability progress where tasks formerly requiring special‑purpose models are now achievable via strong general‑purpose models; (3) work on full‑duplex multimodal models enabling natural, real‑time human‑AI interaction. Several posts are qualitative and do not include commercial details, customer names, pricing, or public‑company identifiers.

NVDArightbacktest PROMOTE

Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.

Mentioned: May 28, 2026, 11:46 AM EDTConviction: 24 / 100Return: +6.92%Observed price: $213.98
Source: Glad to be advising https://t.co/QVsH1u528N, which uses AI to help authors and reviewers do deeper, more thorough ana...
GOOGLrightbacktest PROMOTE

Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.

Mentioned: May 28, 2026, 11:46 AM EDTConviction: 26 / 100Return: +7.88%Observed price: $390.86
Source: Glad to be advising https://t.co/QVsH1u528N, which uses AI to help authors and reviewers do deeper, more thorough ana...
MSFTwrongbacktest DEMOTE

Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.

Mentioned: May 28, 2026, 11:46 AM EDTConviction: 28 / 100Return: -9.59%Observed price: $425.33
Source: Glad to be advising https://t.co/QVsH1u528N, which uses AI to help authors and reviewers do deeper, more thorough ana...
RELXwrongbacktest DEMOTE

Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.

Mentioned: May 28, 2026, 11:46 AM EDTConviction: 33 / 100Return: -6.15%Observed price: $33.09
Source: Glad to be advising https://t.co/QVsH1u528N, which uses AI to help authors and reviewers do deeper, more thorough ana...

About this channel

johnschulman2 posts analysis and commentary on AI research and product implications. Writing emphasizes how improvements in foundation models and real‑time multimodal interfaces drive demand for training/inference compute, hosting, tooling, and distribution platforms. Public posts include qualitative endorsements but generally lack granular commercial metrics.

Subscribersn/a
Videosn/a
Win rate50%
Average return-0.23%

@johnschulman2

Unlock the full track record

Follow @johnschulman2 for ongoing observations about AI model capabilities, multimodal interaction, and infrastructure implications.