Lawrence McDonald
@Convertbond
NY Times Bestselling Author, over 1 million copies sold, now published in 12 languages globally. Long-time @CNBC Contributor, founder of the @BearTrapsReport
가입 March 2009
13.9K 팔로잉 중 145.1K 팬
Important color from this week’s CIO level Ideas Dinner in NYC, special thanks to the Harvard Club for hosting a UMass guy. Software $IGV ETF off -5% today - After weaker (potentially disruptive) incoming data, many fortune 500 companies (like Goldman) are moving away from “frontier models” in favor of a portfolio of cheaper open source plays. Alert - Anthropic needs to juice their forward looking revenue - Pollyannish outlook - into the (expected) November IPO, software names have a target 🎯 on their back.
cc @chamath @RealJimChanos @jimwpaulsen @nfergus @andrewrsorkin @RaoulGMI
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