I agree that if you think "capabilities growth will be slower, spikier, and more data-limited than people currently assume", then you should be bearish on LLM companies. But the crux is just you thin
Views
—
Views
—
Loading velocity curve…
—Views / houraverage velocity since it published
—Peak velocitythe hottest sustained views/hr it ever hit
—vs. their normalpace relative to this creator's own baseline
—Engagementlikes per view — real engagement is hard to fake
—Agehow early Slope caught this surge