@InvestLikeBest / appears on iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb, iltb
if you're willing to say, I am never going to to invest in weapons. Well, then you're going to miss out on a generational amount of investing that's happening right now in the venture community.
As time goes on, you'll end up finding that math gets cheaper at a rate that is faster than memory gets cheaper. You should go ahead and think about how can I make my model use a huge, huge amount of compute?
We know inference is going to be the biggest market in the world. Whoever produces the most tokens is going to be the most valuable company in the world.
{
"type": "trace.speaker",
"handle": "InvestLikeBest",
"name": "Invest Like the Best",
[
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
,
],
{
}
}AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.
Selling company shares as crypto tokens could kill the bank IPO racket that underprices deals by a third, and that path runs straight through blockchain rails.
Meta won't fail if MTIA fails. Microsoft won't fail if Maya fails. And OpenAI won't fail if Jalapeño fails. Ultimately, this is our product. It is like completely unsurprising that the best chip in the world is built by a company that only builds that chip. It's NVIDIA.
One of the things that matters a ton is power availability and time to power. And the problem is the more power you want, the more shortage there is.
do I really, really know which businesses will thrive 10 years from now or 15 years from now? I think that's really difficult. And that could be everything from, yes, software, but maybe perhaps even Home Depot or John Deere
We're starting to see therefore more volatility. So that's the next kind of extension of that is there's a multiple question. Now you also have potentially structurally higher volatility.
No reach data yet.
Drop another platform link to enrich this profile. Drop a link →