Tannor Manson
@Futurenvesting
Curious about tech, investing, and where the world’s headed. Subscribe to the Future Investing YT Channel to stay in touch!
554 Following 52.6K Followers
All-In just announced its newest bestie @amitisinvesting 😂
Strap in for another wave of AI spending fears.
OpenAI says ARR is closer to $50b vs expectations of $70b.
This is going to scare many of the cloud names, but especially $MSFT & $ORCL, which have close ties to OpenAI specifically.
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OPENAI RECENTLY TOLD INVESTORS ITS REVENUES WERE APPROACHING $50BN ON AN ANNUALISED BASIS AT END OF SEPTEMBER, FAR SHORT OF THE $70BN REPORTED - FT
.@YouTube has been acting so weird, saying there is unusual activity on my account (directly in the studio app, not an email)
When I go to review, it says there are no changes made and that I have until Jan. 1970 to review the changes... 🤔
Usually I wouldn't care if this is just some bug, but YouTube has been setting my livestreams to Private mid-stream, stopping viewers from watching and kicking them out.
Would really love someone on the team to review this or send me to the right people to help. @reneritchie
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$PLTR Is it “Cheap…”
S/O to @Futurenvesting
Gotta love those who got in at recent lows for the first time. Well played. Happy Anniversary to those holding since DPO. 💜🔮🔥
Alex Karp Just Changed the Entire Palantir Valuation Debate
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$CRWV & $NBIS now share the Platinum spot on SemiAnalysis ClusterMax 3.0 ranking!
New Neocloud Rankings, Meta Connect, GPU Futures | Market Monitor
MU Gets $1,500 PT, META Upgrades, Crypto Rally | Market Monitor
One of my favorite things about being a Shopify shareholder is knowing the company is still led by someone who clearly just loves technology.
Tobi is obsessed!
Our house in Toronto had this fancy glassed wine cellar, but we are not big wine drinkers.
Anyways, it had good climate control so here is my rack cellar.
Nvidia's AI Bet, CRWV Raises Prices, SpaceX Approval | Market Monitor
FOMC LIVE, OpenAI $1.2T Valuation, Nubank Review | Market Monitor
HOOD $212 PT, Apple Memory Costs, Clarity Act | Market Monitor
AI Slowdown Fears Hit The Market, What Now? | Market Monitor
Microsoft 3X Datacenters, SpaceX $13B AI Deal, Markets Rally | Market Monitor
Oracle Earnings LIVE, META Upgrades, NVDA & PLTR Team Up | Market Monitor
Meta Muse Takes Off, Google’s $15B AI Bet, Burry Covers Shorts | Market Monitor
SoFi Fireside LIVE, HOOD Expands, PLTR x NBIS | Market Monitor
$PLTR just named $NBIS its preferred sovereign AI infrastructure partner.
The partnership will bring Nebius compute and inference directly inside Palantir’s enterprise environment, allowing eligible customers to run and adapt open models while maintaining control over their data, compute, and models.
They also plan to work together to bring new AI capacity online faster, including modular data centers at sites where power is already available.
It’s the BEST feeling when two of your holdings work together and directly support each other’s growth.
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Jensen says AGI is here, and it's only the start.
The next training run by OpenAI will be trained on more than 4x the GPUs (likely 400k Vera Rubins vs 100k Grace Blackwell chips).
@ChaseLochmiller @OpenAI GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years.
AGI has arrived. Congratulations @OpenAI team.
400K GPUs coming online next.
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The AI boom has barely started, and the biggest constraint may not be chips. It may be energy.
I sat down with @kimmonismus to discuss:
• Why AI infrastructure may still be constrained, not overbuilt
• How AI agents are transforming software development
• The potential impact on white-collar jobs
• NVIDIA, inference chips, and the growing power bottleneck
• China’s rapidly advancing AI ecosystem
One of my favourite AI conversations yet.
Full conversation below 👇
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We are not bullish enough on AI... $NVDA $AMD $AVGO
This is GPT-6 Astra.
Anything you can do on a computer, Astra can do for you. Fast.
