@random_58274883@sunwukong8181@RayDalio They do know what's "outside". Look up how many Chinese travel outside the country each year. You're operating under a lot of wrong assumptions about China and the Chinese people.
@NuryVittachi@AndyBxxx Actually, the far right and China-haters kept pushing the lab leak theory...in their mind, it has nothing to do with the US and everything with it being China's fault. I personally don't believe in the lab leak.
@HenryInvests Wish you had asked why @paulxgu doesn't care about public market investors. No one wants to bet on an "ultramarathon" where the company is still trying to figure things out. Look at the abysmal YTD and YoY stock performance. Yet mgmt keeps saying things the market hates.
@HenryInvests@paulxgu Paul Gu is really making a case for why u should sell UPST. What investor wants to wait for an ultramarathon, bet on a company that keeps changing strategies & behaves like a private company with no regard to shareholders? I have a ton invested here; trajectory is ridiculous
@paulxgu Calling UPST an "ultramarathon" at the MS conference is basically telling investors to not buy the stock now, come back years later. You said everything the public market hates, like defending the size of the balance sheet (did u not see the price plunge in Q3)?
@paulxgu@davegirouard UPST continues to be incredibly undervalued and hated by the market. How about just selling to a big bank for $10bn, which is 3x higher than today's market cap? Your proprietary AI model and customers should be worth at least that much.
@CChang34416@CarlZha It's funny you believe that and that you think governments don't change over time. By your "logic", every Asian who's not Japanese should always hate the Japanese gov for its WWII atrocities and believe it's the same gov today.
@davegirouard Prove it in the stock price, which is now $26, about the same as when the company IPOed. Pulling quarterly guidance to give yourselves operating "flexibility" was a huge mistake - it shows Wall Street you don't have reliable planning to even give quarterly revenue & cost ranges.
@HenryInvests@playsmart9@paulxgu@paulxgu I get that switching to annual guidance gives UPST flexibility in operating strategy, but it also shows that the company doesn't have its shit together bc they can't even provide quarterly revenue and cost ranges.
@HenryInvests@playsmart9@paulxgu Doesn't matter if UPST management guided for opex growth to "moderate" if they fail to provide quarterly guidance. It risks exactly what happened in Q1 where the front loaded costs took Wall Street by surprise because management didn't communicate an estimate.
@paulxgu Defend your stock! It's back to $26 today. Do more interviews. Communicate cost projections better. Removing quarterly guidance was a huge mistake, and the stock price keeps getting punished.
@paulxgu@boilerjoe99 Problem is Wall Street doesn't believe your guidance, especially after that negative EBITDA and higher expense surprise in Q1. Removing quarterly guidance was a terrible mistake.
@SenMikeLee Distillation is actually common practice, even Anthropic said as much. You clearly have no idea what you're talking about. Also, these "fragile" models work as well as or better than US ones, from Americans who've used both. So stfu you lying hypocrite.
@mkratsios47@RapidResponse47 Distillation is actually common practice, even Anthropic said as much. You clearly have no idea what you're talking about. Also, these "fragile" models work as well as or better than US ones, from Americans who've used both. So stfu you lying hypocrite.
@mb_ghalibaf US can't be trusted, and Israel will continue to do everything possible to make sure the US never pulls out of the fight. Both countries are terrorists.
@win32ce@DrDD5436@SenatorSlotkin Clearly you have no understanding of how competitive and innovative the Chinese car market is and how much better the price AND quality of their cars are. Learn some facts first before sprouting nonsense.
@SonofKiese@ntohny@SenatorSlotkin China doesn't subsidize the production of EVs anymore. But no, you'd rather take your politicians words at face value instead of fact checking. No wonder people like you are so gullible.
@SenatorSlotkin How much is the US auto industry and US military industrial complex playing you? Btw, get your facts straight. China only subsided EVs and stopped doing that. Just like how the US subsidized EVs as well.