@jeremygiffon / 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
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a good example of simplicity is like, you should just buy like big companies when they're at their 200-week moving average. And it like, I love that idea because it's just so simple, but it's right.
I'm a bigger and bigger believer in the and the simplicity, which is like, you probably want to be long Elon Musk, you know, or like, like that level of idea.
And now I think we're in an era where we're selling compute and selling compute. You can't, you can't write the prompt once and then sell copies of the output. You have to do the compute every single time. And so the marginal cost obviously is not zero. And I think this is like a fundamental, huge change to the software business.
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}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.
No one knows if it's the death of software. I think it's certainly the most unprecedented and uncertain time since at least the transition to the internet.
what does the next 20 or 30 years look like when the largest financial firms in the world, their founding action was seed investing? It's equity-driven, it's power law, it's Hugely optimistic.
It's literally just a business model of this idea that you pay usually per person, per month or per year for access to a tool that helps you use your computer. I think in that sense, SaaS is in a lot of trouble
all of a sudden there was 2 great categories that could just soak up this capital. And I really do believe in some sense that, like, businesses and assets are sponges for capital... I think that there's a very sort of fortuitous arising of these high CapEx businesses of AI, the ultimate high CapEx project, and obviously all the hardware stuff.
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