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Joined November 2023
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并购狂魔陈福阳 资本运作教科书级人物 通过 #Avago 与 #Broadcom 合并、收购 #CA、#VMware 等一系列大型并购 将博通打造为全球最具影响力的半导体与基础设施软件巨头之一 身家约 12 ~ 14 亿美元 常年蝉联全球薪酬最高的 CEO 榜单。
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👀
Across our projects @GoogleDeepMind, we are witnessing a genuine phase transition in the pace of scientific discovery. You will see a glimpse of this in our releases in the next few weeks.
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Engineering-driven Growth Team Growth 终点 不是 Marketing 是 Engineering Growth 本质上是一个数学问题 Paid Ads Content UGC SEO Community 都有可以被量化指标 被验证假设 被不断优化系统 把整个团队变成一个 既懂 Engineering 又对 Growth 有好奇心的人 AI 时代Growth 应该怎么做
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AI周期五段 一讲故事 二是疯狂扩张 三是估值收缩、检查现金流 四是项目取消、盈利下调和信用事故 五是行业出清和重新筑底
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Continuing to work …..
Susie Wiles served our country with exceptional strength, devotion, and grace. She has done an incredible job serving our country and President Trump. I am grateful for her service, her friendship, and I wish her continued success in her next chapter. I look forward to continuing to work with Stephen Miller, one of the President’s most trusted and longtime advisors, to advance the President’s agenda.
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last day
Today is my last day as White House Chief of Staff.   Serving President Trump in the White House has been the honor of a lifetime. I’m so proud to have been a part of what we’ve accomplished together from securing our border and cutting taxes to strengthening our economy and putting America First. More than anything, I’m grateful for the extraordinary people I’ve had the privilege of working alongside. While my role may be changing, my commitment to the President and the mission never will.
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Nice Talarico
Replying to @KGurrisi79348
Nice of him to say that
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CLEC投资理财 三基金组合VOO(标普) VGT(信息技术) SMH(半导体)
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Sam Altman 这周末飞到了韩国 三星人力开发院讲AI 改变的下个十年 用上AI 还不够 要用它跑得更快 产品做得更好 SK 集团会长崔泰源也跟他见了面 在聊 HBM 和数据中心嘛?
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Happy Halloween !!! 🎃
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常在河边走 哪有不湿鞋的 做多了 来的 迟早会来
💥赵长鹏直接喊话马斯克:停止挑衅,我还投了你的SpaceX呢,现在超过10亿美金市值了! 不过FTX的倒掉,到底有没有CZ的功劳呢? #币安被黑
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🐷 怎么不去解决被偷的问题呢? 到底是技术问题还是人的问题呢?
重磅:川普今天在白宫回答记者提问,谈到币安63亿美元黑客事件。是否为朝鲜黑客所为?目前还不确定,美国FBI正在调查;资金能否追回?川普转述币安的说法,称会追回资金,并提供某种保证;对加密安全性的看法?川普感叹,以前签支票还能看见钱如何流转,现在“再也看不到钱”,自己一直觉得这样有些危险。看到没有?如果美国的加密交易所,被金正恩盗走63亿美元,美军肯定捉拿金正恩,并和马杜罗关在一起。朝鲜黑客,主要盗窃赵长鹏的币安这些华人或中资交易所。
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魔幻 罗马教皇利奥十四世已通过邮寄选票方式 向其家乡美国芝加哥寄出了 2026年美国中期选举的选票 历史上首位参与世俗民主选举投票 罗马教皇 利奥十四世2025年5月就任教皇 仍保留美国公民身份
Pope Leo XIV has voted in the midterm elections of the United States, expressing his “belief in the right and the duty of citizens to participate in democratic processes.” The Holy See Press Office announced on Friday that Pope Leo XIV, an American citizen, "has exercised his right to vote as a United States citizen, whenever he was eligible to do so." The Press Office confirmed that, “in keeping with this long-standing practice of civic participation, he has submitted his mail-in ballot in Chicago.” “The Holy Father has also confirmed that, during his years of residence in Peru he exercised his right to vote whenever he was eligible to do so,” noted the statement.
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心碎🤪
CZ还威胁上Elon了,别人发了一个笑脸😬都刺激到你,可笑玻璃心🤪
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不像自导自演嘛?
赵长鹏都快哭了,看来不像自导自演,操底机会来了,赶紧呀,📈
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AI 新云暴雷 新云融资先承压 Meta、谷歌、亚马逊 投入与现金回报受到质疑 甲骨文资本开支见顶 风险从融资最脆弱的参与者 推进到AI投资核心买方
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#FoundersFundII 每投入 1 美元 回报高达 183.5 倍
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算力未来是芯片多元化 Anthropic 5180 亿美元算力 4020亿美元是TPU Trainium AMD NVIDIA 占 22% Amazon Trainium Microsoft Maia Google TPU Anthropic 不生产芯片 建立了最分散的算力组合 Neocloud 也在收购软件公司 让不同芯片更容易部署 软件和云平台补齐 小公司也能自由选择不同芯片
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$ORCL 宣布成为全球首家外部部署 Google TPU 8t/8i 云厂商 Google 与 Meta 开源TorchTPU PyTorch 无缝跑在 TPU 上 $GOOGL & $AVGO / 联发科 Google TPU 走向外部商业化 $ORCL中立机房底座逻辑 OpenAI 出资买芯片放到 OCI 机房托管 推理端用 TPU/ASIC 分流GPU成本已成明牌
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拭目以待 普通投资者想从上市新股投资中 获得短期内超额收益可能越来越低了 所有新股都在高开低走 所有的盘面清洗一遍 才慢慢起来 Anthropic的IPO 也很难下手买 机构路演估值定价 Anthropic会在哪个位置定价呢?
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Congratulations, President @LulaOficial
Congratulations, President @LulaOficial, on your re-election in Brazil. The relationship between Canada and Brazil has flourished under our partnership. Let’s seize this opportunity to make it even stronger, together — to create major new trade opportunities, protect the environment, and build greater prosperity for both our peoples.
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