"Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will require 4.5 GW of power (the equivalent of 2.25 Hoover Dams or four nuclear plants), as well as increased borrowing by Oracle whose debt to equity ratio is already 500% compared to 50% for Amazon, 30% for Microsoft and even less at Meta and Google. In other words, the tech capital cycle may be about to change." - JPM's Michael Cembalest
Unputdownable. The Money Trap by Alok Sama has got to be the best business book I have read in a long long time. The subject itself is the stuff of legend - Masa, SoftBank, The Vision Fund. Written in a racy and engaging style the book takes you into the rooms and at the table where key decisions were taken. Equally interesting is the fact that the book is not just a superb recount of anecdotes but also has nuggets of financial wisdom. I found several to be very insightful and relevant - for instance the point the authour makes about temporal risk. Mr. Sama clearly has a great understanding of not just return but also of risk. A must read for every entrepreneur, investor and manager
The most important reason to treat people well is not what you'll get in return. It's who you hope to become.
Kindness is not about reciprocity or karma. It's about character.
Civility doesn't need to be justified with consequences. Respecting others is the right thing to do.
The only way we can lose this World Cup is with Sanjay Manjrekar’s panuati commentary.
If this tweet gets 50000 RTs I will go and sit outside BCCI office to demand his ouster from commentary team.
😂😂😂😂
Just for fun
#CWC2023#INDvsPAK
I am delighted to announce my strategic investment in JustMyRoots @Just_My_Roots , India's First and Largest Intercity food delivery platform and their revolutionary packaging brand Acaya @Acaya_India .
Justmyroots is reconnecting people with their roots and preserving the essence of regional cuisine. I'm thrilled to support their mission of celebrating diverse cultural heritage through rich culinary experiences.
Join me on this incredible journey with @Justmyroots, as we bring the flavours of India right to your doorstep!
#Just_my_roots #IntercityFoodDelivery #Acaya_India #ReconnectWithRoots #CulturalHeritage #Investment #CelebritySupport
We are extremely excited to announce our association with Dada aka @SGanguly99 the brand ambassador and strategic investor of #JustMyRoots and @Acaya_India
Love has no boundaries, then why should food?
@CSMIA_Official hi we are landing todayfrom Bangkok on 6E 1052 at 6.35 pm at Mumbai T2 .. we are a group of 8 with 4 children / toddlers .. pls can we have a buggy for us with my name to escort children with 1 adult .. thanks