@paulg After many, many years of presuming good faith, I’m finding myself increasingly drawn to a Konmari curation policy: if the prospect of further interaction with a commentator does not spark joy, regardless of whether they are benign intent, block/mute and move on with life.
Took some time to setup @yetone’s Alma with @StepFun_ai step-5-preview (s5p).
I mainly use Hermes Agent and was intrigued after a recent benchmark showed well Alma performed.
Maybe there’s something wrong with my Hermes Agent setup, but s5p does feel snappier on Alma 🤔
Zero value in this for BABA shareholders. They are not getting shares in T-head, just dilution.
No new money will come into this stock just because one of the small numbers in the always irrelevant SOTP is now available to plug directly from bloomberg.
If you push me, the only positive is that the dilution to fund this business does not happen at topco.
And here one has to question why a fabless designer needs to raise capital (if you tell me for WC fab prepayments, I say thats more efficiently done inside of BABA with WC credit lines than with new equity).
Good morning im back in HK.
SoftBank’s investor presentation is one of the greatest things ever made. I’ve been thinking about it all day. These are the real slides shown in a speech where Masayoshi Son said he wouldn’t retire for at least another decade. The goose stuff is perfect.
https://t.co/sk9cDhdWIE