Antoine Dufour

🇺🇸🇪🇨

[Antoine Dufour @ChurroDat]

$AUR is still a super interesting small cap company. Freight accounts for 5 - 7% of GDP and with broader logistics can account for ~10%.

Industry shakeout has already happened. TuSimple is basically gone, Embark is dead. Waymo de-emphasized long haul autonomy.

[Antoine Dufour @ChurroDat]

@pastelbvn It wouldn’t but your point still stands

[Antoine Dufour @ChurroDat]

@institLP How would anyone outside of that circle know? I wouldn’t know and you don’t either lmao

[Antoine Dufour @ChurroDat]

@basedjensen So insane

[Antoine Dufour @ChurroDat]

@wallstengine Looney tunes guidance

[Antoine Dufour @ChurroDat]

@RetroMonkey7 @tomwarren @____baran Tom’s gay

[k @m773053]

@jukan05 @JensenHuang

[Antoine Dufour @ChurroDat]

@cloneofsimo These video models are going to be more and more redundant as the frontier models keep improving. It's already happening

[Antoine Dufour @ChurroDat]

@CobaltKnight26 @jareddavidson @ChomperElectric Seeing as though most of these claims are baseless conspiracies probably all over the place

[Antoine Dufour @ChurroDat]

@electricfutures We’re still coping about the spacex IPO in November? Lmao

[Antoine Dufour @ChurroDat]

New ai psychosis just dropped

[🍉CHOMPER ELECTRIC🍉 @ChomperElectric]

This is giving me a headache

WHY IS IT ALL IN THE MIDDLE OF THE SCREEN?!

[Antoine Dufour @ChurroDat]

@CobaltKnight26 @jareddavidson @ChomperElectric Bruh

[Antoine Dufour @ChurroDat]

@nudlicka07 Do people not remember the money printers going off around the world during Covid lmao

[Antoine Dufour @ChurroDat]

@Hazy19L @akramsrazor Fantastic news for my spacex bags then

[Antoine Dufour @ChurroDat]

@Hazy19L @akramsrazor I don’t think so. But you never know. I think they just miscalculated how much demand they would have in the short term.

[Antoine Dufour @ChurroDat]

@GordonBrianR @vineettiruvadi He’s a European living in South Africa

[Antoine Dufour @ChurroDat]

@miscellainous @ralspaper @ariadnisaa @ryujiiis I don’t even invest in crypto. He’s mistaking a stock ticker with crypto for whatever reason

[Antoine Dufour @ChurroDat]

@ralspaper @miscellainous @ariadnisaa @ryujiiis The echo chamber part is ironic coming from a certain crowd

[Antoine Dufour @ChurroDat]

@ariadnisaa @miscellainous @ryujiiis They’re like the chuds on the right that freak out over pronouns in bio lmfao

[Antoine Dufour @ChurroDat]

@kevin_t_ngo One of the better one shots I’ve ever seen