Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Joined August 2015
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$CSU appointed Daan Dijkhuizen Chief Al Officer and added him to the leadership team. His primary mandate is to expand VMS Ventures as $CSU's vehicle for investing in Al-native vertical-market-software businesses, while helping existing business units apply Al and share best practices. Dijkhuizen will simultaneously remain CEO of the Topicus operating group and managing partner of VMS Ventures. This formalizes a direction previewed in September, when $TOI disclosed that he would support Al initiatives across $CSU, but the explicit emphasis on acquiring Al-native VMS businesses is genuinely new.
Wang setting up his Twitter account and greeting all the $META shareholders.
Jerry Capital retweeted
Always hilarious to see ppl get frustrated and moan that the market is not pricing their stock correctly
My brother in Christ, wirecard was outed as a fraud then it like ten bagged - going on for like a decade before collapsing
"Notice the last component when Zuckerberg discussed Muse's business model: "connecting" Muse to the personalization of content and ads across Meta's apps. The last clause hints at something more direct, a user-permissioned connection between what Muse knows about you and the systems that rank your feed and your ads" - @borrowed_ideas
mbi-deepdives.com/meta3q26/?…
Don't normally do this but think I was the first to tweet this hours before others? If so I'm the goat. If not we'll you get what you pay for.
Zuck is planning to raise $875 billion?!
According to my robot that's the number where he would lose control without change of share structure.
Jerry Capital retweeted
Zuck drowning in a Guiness and admitting they spent 200B with no clue about the payoff could be the top. Zuck and Wang were obviously high on Muse launch and let down their guard. Now every AI dick is trying to frontrun the next guy to raise capital before market shuts. Healthy!
Jerry Capital retweeted
17 bps drop in the 10 year is actually kind of terrifying even if I'm having one of the better days of the year
What's going on?
@Jefffeldman
Jerry Capital retweeted
At least now we know why Zuck moved earnings a week ahead of the hyperscalers … first to announce they’re going to be diluting shareholders to death just as the global macro picture deteriorates.
Jerry Capital retweeted
"Mr. Zuckerberg made it clear during the course of the negotiations with the Special Committee that he would not support a significant equity financing that would have the effect of reducing his voting power in the Company"
This paragraph from $META's inside 10-q filling may mark the official announcement that the funding environment for the AI buildout has turned the corner. (HT: Barclays' Alexander Altmann)
