Paolo Berto Durante ⛩️ retweeted
No AI lab has a moat. Not OpenAI, not Anthropic, not Google. Leadership decays on a half-life measured in weeks, and now the race includes who IPOs first. Here's why 'moat' is the wrong word for what's happening in AI, and how to actually position for it: open.substack.com/pub/hedgeh…
Replying to @xXaia @andrewpprice
Someone has to pay for 200 developers and 2800 managers!
Replying to @Malvision
If you want to a good "making shaders experience", have a look at Unity's shader graphs. Any Maya shading editor, From HyperShade to Bifrost, is, to be generous, quite behind in term of UX...
Replying to @TrendSpider
What do you expect from a micro-strategy
Replying to @KobeissiLetter
It’s at 276, go back to sleep
Replying to @pberto @TheLongInvest
In other words — and I can’t believe I have to say this too a platform with 7M users like SWS — you cant start from a hypothesis (“fair price”) and arrive at reality (current price). You have to do the opposite: start from the observable reality and project toward the hypothesis!
Replying to @pberto @TheLongInvest
But what they’re actually showing is this:
853.86 * (1.0 - 0.575) = 362.50
In other words, they’re calculating how much lower the current price is from the fair value — not how much it could rise to from the current price!!! UNBELIEVABLE.
Replying to @pberto @TheLongInvest
1/2 One more thing: They’re saying the stock is 57.5% undervalued — but that’s wrong. If something is 57.5% undervalued, it means there’s 57.5% upside from the current price of 362.50. In that case, the target price should be:
362.50 * (1.0 + 0.575) = 570.94 ...
Replying to @TheLongInvest
That valuation methodology is not correct at all, like most apps that use outdated methods out there like DCF. At today’s data $UNH is fair valued at $566. So there is a 55% to grab on the table.
Replying to @zerohedge
Oracle may have emitted bonds knowing how much money for sure are they gonna get on the next 2 years given their backlog — not sure just guessing
Replying to @wayneyap
1/ type more
2/ get fat faster
3/ offset workout see 2/
4/ less time to think (thinking is forbidden! just work
5/ see 2/ and 3/
6/ this is ok
7/ more brainwash for kids
Three words for you: WAKE UP, NEO
Replying to @artixels
With vintage you mean old 3delight RI/RSL ? Because the new 3Delight NSI/OSL is the most modern offline renderer out there, versus the dinosaurs. So total avant-garde. Nice btw.
Replying to @Apple
@Apple @tim_cook @Sethrogen @evandgoldberg #TheStudio EP2 "#TheOner" is an absolute masterpiece. I haven't seen anything as light and as entertaining in a LONG time. Add to that two🍒 1) the whole episode is a oner, 2) the episode has a bookend. Thank You Thank You Thank You🙇







