Gerard Eichenberg

POLITICIAN & HEDGE FUND ANALYST

[Gerard Eichenberg @AckmanForever]

@BoringBiz_ Which firms have you heard have the most egregious seniors hoarding?

[Gerard Eichenberg @AckmanForever]

@BeenThereCap Mackenzie Bezos should have just donated her $26b to Trump Accounts. MUCH more effective, simple and no FRAUD!

[Gerard Eichenberg @AckmanForever]

@dylan522p What does this mean?

[Gerard Eichenberg @AckmanForever]

@jukan05 @TMTLongShort @TMTLongShort would appreciate any of your thoughts on the above too

[Gerard Eichenberg @AckmanForever]

@jukan05 @TMTLongShort Do you have any rough heuristic or thinking around what % of inference (or whatever metric you think makes sense) will require leading frontier models better than what is currently available vs what % likely can do with current open source quality? What is data centers ROI then?

[Gerard Eichenberg @AckmanForever]

@SteveMiran @TMTLongShort is this what you have said?

[Gerard Eichenberg @AckmanForever]

@ashwingop @TMTLongShort agree?

[Gerard Eichenberg @AckmanForever]

@pubity She should keep it simple and just give to Trump Accounts rather than likely corrupt
NGOs

[Gerard Eichenberg @AckmanForever]

@BigJohn043 And are you going to give up economics to the younger generation or hoard it like your brethren?

[Gerard Eichenberg @AckmanForever]

@brian_armstrong @TMTLongShort

[Gerard Eichenberg @AckmanForever]

@mcuban @TMTLongShort

[Gerard Eichenberg @AckmanForever]

@bgurley @TMTLongShort

[Gerard Eichenberg @AckmanForever]

@PythiaR @TMTLongShort thoughts?

[Gerard Eichenberg @AckmanForever]

@IdleLightkeeper Elaborate please. Where do you think we are now and what will happen and on what timeline?

[Gerard Eichenberg @AckmanForever]

@evrgn11112231 @TMTLongShort any answers to these?

[Gerard Eichenberg @AckmanForever]

@TMTLongShort Agreed that there is still a return. But less if you can’t charge as much as you thought

[Gerard Eichenberg @AckmanForever]

@TMTLongShort Does budget really matter? You don’t need that much money. Scale may actually hurt here as bureaucracy, change management, etc are harder to overcome

[Gerard Eichenberg @AckmanForever]

@brian_armstrong @TMTLongShort this is what I’ve been saying. Demand can and is high but most knowledge work is simple and doesn’t require better frontier models. So could see an issue coming for the LLMs and economics broadly though diffusion should be more cost effective

[Gerard Eichenberg @AckmanForever]

@TMTLongShort Does HBS even have talented people anymore?