Behemoth

Investor. I like accelerating businesses with moats.

[Behemoth @BehemothDune]

@BenBajarin @sameer_singh17 Would be interested in your views on Lam @BenBajarin as an example of changes in semicap

[Behemoth @BehemothDune]

@MetacriticCap @OnodaCapital Why?

[Behemoth @BehemothDune]

@MetacriticCap @OnodaCapital Consortia of firms who can generate value from selling AI as part of a wider product, and if I’m being tongue and cheek, the CCP

[Behemoth @BehemothDune]

@snowballist @GavinSBaker @silicondata Yes, would recommend the following post to understand why… basically many firms see having some open weight alternative as existential and could come together to fund alternatives, for instance

https://
https://t.co/CiV8LDc4tU

[Behemoth @BehemothDune]

@insane_analyst Any view on Montage SerDes?

[Behemoth @BehemothDune]

@inglouriouscap Congrats!

[Behemoth @BehemothDune]

@ToddWenning Hard agree. Cannot stand Mr Brightside, has been done to death in the UK now!

[Behemoth @BehemothDune]

@John_Stepek Training compute spend shifts toward alignment away from scaling

[Behemoth @BehemothDune]

@ContrarianCurse That is the reason, king!

[Behemoth @BehemothDune]

@Midnight_Captl @PythiaR Do you think there is long-term upside to showing this pricing restraint?

[Behemoth @BehemothDune]

@Midnight_Captl I thought Apple would be first? Something changed?

[Behemoth @BehemothDune]

@ClarkeMicah @Latetothepart19 @ClarkeMicah how would you pose this to someone in Scotland? In most seats voting against Labour means voting for the SNP and vice versa… surely SNP worse?

[Behemoth @BehemothDune]

@CasinoCapital @LNER Was denied boarding with a pair of skis onto a Lumo once. Infuriating!

[Behemoth @BehemothDune]

@xvrmdf Pure anecdote, but from personal experience, this isn’t true.

I typically save an hour taking a flight door-to-door, (West Edinburgh to South London) than taking the train. Also much more reliable.

[Edinburgh Rugby @EdinburghRugby]

A moment of magic to win it ✨

@duhanvdmerwe | @URCOfficial

[Behemoth @BehemothDune]

@Birdyword @xvrmdf Goes back much further. Arguably elements exist it in the story about Prometheus (his punishment).

[Heart of Midlothian FC @JamTarts]

90' | HFC 0-1 HMFC

WOW WOW WOW! A long ball hits off Bushiri and into the path of Shankland. He gets the ball under control and curls the ball into the top corner!

[Behemoth @BehemothDune]

@lfg_cap Same here - fantastic book!

[Behemoth @BehemothDune]

@FundamentEdge FExWITG