matt is the man and i think he is smart. but that oai number needs a liiiitttleee revision lmao
I ALWAYS KNEW THE OAI NUMBER WAS INFLATED!!!
-all of X/Twitter
sure guys that’s why we sold off today. labs are toast. enjoy the cycle
my sense is that equities and bonds are in disagreement about the duration and severity of the situation in Iran, given this is the one complete black box input to inflation
somehow Sherrod Brown got my phone number despite the fact I’ve never set foot in Ohio and now wants to prove out the spam texting AI bull case for me in real time
the only thing worse than flying US-based airlines is attempting to use the websites of European airlines. Pure agony
coverage universe size going to be the biggest competitive advantage in the next 5 years. being able to flex + see the world across 200 names you kinda know is going to be much more important than grinding out 50 expert calls on something unless you’re gunning for 10xers. think we will see a bifurcation between super pods enabled by AI and VC-like “hunting for 10 baggers” for the concentrated guys. everyone wise probably dies
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Anthropic Q1 earnings call be like:
“Great quarter Dario, just wanted to clarify the FY28 target for Skynet by Anthropic to destroy humanity — why are the incremental margins weak? When should those converge to corporate average? And I have a follow up…”
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what if AI had to give the intelligence away for free and the entire biz was take rate on payments à la $SHOP . few (after listening to the last iltb)
top 5 NYC restaurants (for midwits like me)
1. Four Horsemen - Brooklyn
2. Torrisi - Nolita
3. I Sodi - West Village
4. Torien - Noho
5 (tie). Oriana - Nolita / Claud - East Village
Hon mention to Aska, Carbone (Barclays Center Only), Via Carota and Huso.
Any I missed?
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guys contorting into an $AKAM pitch instead of just owning $NET good example of this
I recently learned from @NotTuxedoSam that you actually don't need to be 2-3sd smart if you can be 2-3sd stupid. Don't underestimate how hard it is to be 2-3sd stupid or you'll end up as a midwit. Helps to stay in contact with a 1-2sd stupid person so you know what to dumb down
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I recently learned from @NotTuxedoSam that you actually don't need to be 2-3sd smart if you can be 2-3sd stupid. Don't underestimate how hard it is to be 2-3sd stupid or you'll end up as a midwit. Helps to stay in contact with a 1-2sd stupid person so you know what to dumb down
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i just want to know when $META Muse, $CRWD, $IBM, $NVDA, $AAPL and $ACN will announce a $10B joint venture to end spam calling forever. that AI ROI would be truly incalculable
wow the $AMD OAI/Meta home run warrants are already in the money. unthinkable in *checks notes* October 2025
the core difference between NYC and SF is the sheer amount of red tape BS NYC taxes people with. whereas SF you’re encouraged to toe the line. likely why NYC is unlikely to be the home of any huge outcomes until the conclusion of this cycle, whenever that may be
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I wonder how much of gen z/millennial behavior towards spending (gunning experiences, lower savings rate, no desire to own property) is a function of toxic social media advertising just working vs the macro
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@GavinSBaker hopefully we’ll have the chance to ask questions in a way that’s slightly different than lesser conferences :P
I am most excited for @JensenHuang at @TomorrowXSummit . despite my (correct) short thesis, I think there are things $NVDA can do - 75% or more driven by messaging, 25% or less driven by corp action. but it’s a rare situation where the power to flip the script is 100% in their hands - I am hopeful for the sake of the market and frankly our country that the stock can work again
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Starting our speaker announcements with Jensen Huang (@JensenHuang), who will be on the main stage at the @TomorrowXSummit.
We built TomorrowX so the FinX community and investors writing about these companies get to hear from management directly. Many more names coming over the next few weeks!
November 17-18 at the Moody Center in Austin. Hosted with @GavinSBaker and @atreidesmgmt, @antoniogracias and Valor Equity Partners, @rbiscardi and @iconnections_io. Thanks to @NVIDIA.
Registration link below.
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every few months @insane_analyst reminds me that I am in fact stupid
in 3 years the MBA probably becomes like one of those BS AWS or Salesforce certifications or a #opentowork# banner on LI - a nothing burger at best, glaring contra indicator at worst
Warsh sounds hawkish AF. we probably get a little relief today but hard to see a durable rally if this is the backdrop.
