tae kim
@firstadopter
"Key Context" Substack covering AI & chips. Reached #1# new bestseller first 24 hrs
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Tell the truth. Be accurate. Be right
Joined October 2008
10.1K Following 108.8K Followers
Amazon is noticeably off its panic selling lows. The absolute numbers were fantastic. The AWS outlook of 40% growth over the next two years is extremely strong.
Sometimes the beat/miss bogey game is lame and makes people miss the forest for the trees.
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