EastBeach Capital

LO Tech

[Noam Shazeer @NoamShazeer]

I’m excited to share that I’ll be joining OpenAI and look forward to working with the exceptional team there.

It was a difficult decision to move on. I’m incredibly proud of the amazing team at Google and everything we’ve built together. It has been an honor and a pleasure to work with all of you.

[Midnight Capital @Midnight_Captl]

$NVDA has $118B of authorized share buybacks it’s ready to put to work (and much more on the way)

That’s a tremendous amount of consistent buying pressure on the stock

If the Street doesn’t want to buy it, Nvidia will buy it itself

[Andrej Karpathy @karpathy]

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

[Just Another Pod Guy @TMTLongShort]

Just wait till robotics start ramping

[EastBeach Capital @BeachInvestorr]

@CeleritasRe Yes DC comms power & optics, everything ATE going into testers for HBM/SoC, mgmt. disclosed 20% bucket of both last call. Margin argument you got there on TI, but not ready to dive into that torque until they flush like 2 Qs of inventory

[EastBeach Capital @BeachInvestorr]

@jukan05 EDA, Cyber, some infra saas like DDOG/SNOW/FROG

[Sopranos World @SopranosWorld]

Spring days that randomly feel like summer

[EastBeach Capital @BeachInvestorr]

@buccocapital can you please link that post? Don't find it

[martin_casado @martin_casado]

Mythos appears to be the first class of models trained at scale on Blackwells. Then will be Vera Rubins. Pre-training isn't saturated. RL works. And there is *so much* computing coming online soon.

Buckle your chin strips. It's going to be fucking wild.

[TBU @TBU12345678]

lmao sorry baggies $NVDA $AMAT $SNDK $LITE $TSEM

[Hemingway Capital @lfg_cap]

I think there's still pain in Software to come.

@satyanadella told you that you have to be willing to halve margins to address this much larger opportunity.

I don't think most software companies will be able to pivot. You need:

1/ the willingness to take gross margins down to build agents and end-to-end workflows that actually don't break and handle context limits

2/ the talent to do it and get the tooling right

3/ the will to disrupt your own pricing model (worse impact to OP than perp license -> subscription in the near term).

Very few of these can or will do all three at once.

[NVIDIA AI Developer @NVIDIAAIDev]

💪

[EastBeach Capital @BeachInvestorr]

@chrisgpt @grok what date & venue is this fragment

[EastBeach Capital @BeachInvestorr]

@ContrarianCurse read my lips bro

[EastBeach Capital @BeachInvestorr]

@nicdunz I've been ready for 4w due to all the hypesters here

[Sam Altman @sama]

We have raised a $110 billion round of funding from Amazon, NVIDIA, and SoftBank.

We are grateful for the support from our partners, and have a lot of work to do to bring you the tools you deserve.

[Logan Kilpatrick @OfficialLoganK]

The compute bottleneck is massively under appreciated.

I would guess the gap between supply and demand is growing single digit % every day.

[Buck @BucknSF]

ANT/INTU partnership is what market going to look like for next 5 years or so. What does INTU want? Control of the data. What does ANT want? Distribution and access to that data in runtime.