"That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Lhasa, Tibet
Joined June 2020
- Tweets36K
- Following865
- Followers68K
- Likes113K
Pinned Tweet
I’ve been blessed to spend time with many of the world’s great investors.
20 years ago, I made a point to hunt down the best. Many are now popular on Fintwit - Nick Sleep, Li Lu, Chuck Akre. Others should be - Chris Hohn, Larry Robbins, and more.
For🎄: 12 lessons I learned🧵👇
$META quietly filing that it may need to raise up to $700 BILLION in equity. 👀
…and in every case, at least “hundreds of billions.” lol
Hey, at least if it doesn’t go well, Zuck will have used this as a way to solidify voting control for the rest of his life. 🙌
Compound248 💰 retweeted
Is this alot?
$META quietly filing that it may need to raise up to $700 BILLION in equity. 👀
…and in every case, at least “hundreds of billions.” lol
Hey, at least if it doesn’t go well, Zuck will have used this as a way to solidify voting control for the rest of his life. 🙌
Btw, props to @Quartr_App for the absolute best earnings call tool.
For more on SpaceX’s modest plans for the next two years:
xitter.cf/compound248/status/211…
I gotta give Elon credit, he leaves no man behind in his ride-or-die crew:
• Saved his Twitter co-investors by merging them into xAI at a ridiculous valuation
• Saved his xAI investors by merging them into SpaceX at ridiculous valuation
• Talking about saving his Tesla investors by merging them into SpaceX
• Working to save his $SPCX investors by claiming he’ll soon have 100,000 satellites, 20 GW of power and cooling next year(!), a nationwide DTC mobile service, new bigger rockets, and closing in on $1 TRILLION of run-rate revenue in 15 months
All that gets you a whopping 6% pop in the stock. lol
But if you are on the Elon ride-or-die crew, a chunk of $SPCX lockups come off and you can keep unloading those bags.💰
No man left behind.
Props. 🫡
Compound248 💰 retweeted
$ASTS Fortunate for Spacemob, the market doesn't believe AT&T. They need to prove they will be competitive in the evolving landscape.
I gotta give Elon credit, he leaves no man behind in his ride-or-die crew:
• Saved his Twitter co-investors by merging them into xAI at a ridiculous valuation
• Saved his xAI investors by merging them into SpaceX at ridiculous valuation
• Talking about saving his Tesla investors by merging them into SpaceX
• Working to save his $SPCX investors by claiming he’ll soon have 100,000 satellites, 20 GW of power and cooling next year(!), a nationwide DTC mobile service, new bigger rockets, and closing in on $1 TRILLION of run-rate revenue in 15 months
All that gets you a whopping 6% pop in the stock. lol
But if you are on the Elon ride-or-die crew, a chunk of $SPCX lockups come off and you can keep unloading those bags.💰
No man left behind.
Props. 🫡
Compound248 💰 retweeted
Wow early stages still? $GOOG
Alex @Kantrowitz Big Tech Podcast has been on a heater - it just dropped one with Google’s Sundar Pichai.
Alex asks if GCP is sold out to 2028, ala AWS.👇
“Yeah…today, if a customer is asking us for compute in ‘27, that is incredibly difficult to do… we are at early stages of the most consequential technology ever.” -@sundarpichai 👀
Alex @Kantrowitz Big Tech Podcast has been on a heater - it just dropped one with Google’s Sundar Pichai.
Alex asks if GCP is sold out to 2028, ala AWS.👇
“Yeah…today, if a customer is asking us for compute in ‘27, that is incredibly difficult to do… we are at early stages of the most consequential technology ever.” -@sundarpichai 👀
Here’s the full episode.
Make sure to give @Kantrowitz a follow:
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more.
Full Big Technology Podcast episode here -->
Chapters:
0:00 Introduction
1:14 Google’s Frontier AI Strategy
3:47 Do Frontier Models Really Matter?
6:35 The Future of AI Agents
7:39 Recursive Self-Improvement
12:58 World Models and the Path to AGI
14:56 Google’s Compute Dilemma and AI Infrastructure
19:36 Is AI Overbuilt?
23:35 The Future of the AI Interface
31:42 Google’s Answer to Muse and Dots
35:03 Apple, Space Data Centers, and AI Coding
41:42 Optimism and AI’s Future
Allocating compute to internal vs external demand?
Q: How do you allocate between internal research and supporting customers? Do you risk shortchanging your own research in the most important thing ever?
A: @sundarpichai: “Even for our AI researchers, constraints are also good. That’s what inspires creativity. That’s what helps you come with a more efficient algorithmic breakthrough.
“We are committed to invest what’s necessary to stay at the frontier.”
Q: How do you allocate between internal research and supporting customers? Do you risk shortchanging your own research in the most important thing ever?
A: @sundarpichai: “Even for our AI researchers, constraints are also good. That’s what inspires creativity. That’s what helps you come with a more efficient algorithmic breakthrough.
“We are committed to invest what’s necessary to stay at the frontier.”
Alex @Kantrowitz Big Tech Podcast has been on a heater - it just dropped one with Google’s Sundar Pichai.
Alex asks if GCP is sold out to 2028, ala AWS.👇
“Yeah…today, if a customer is asking us for compute in ‘27, that is incredibly difficult to do… we are at early stages of the most consequential technology ever.” -@sundarpichai 👀
BREAKING:
GFL Environmental take private interest said to hit roadblock over price ($GFL $43.15 -$1.52)
👇👀📉
Germans are so unhealthy they take a sick day every two weeks.
The persistent illness in its society makes me concerned for its populous; Germany obviously needs to invest in its healthcare system. 🧑⚕️
I thought I was being witty calling it Gain of Function research, but it turns out 30 mins later in the pod, @bhorowitz actually says the thing I just said.
Oh, and Bill Gates catches a wild volley of strays out of nowhere as an accidentally lethal doomer, or something. @Jason