Jason Sim

Great attitude transcends to a higher altitude. A passionate flying and technological enthusiast.

[Jason Sim @JasonSMK]

Go for open source model cut costs and adopt Palantir to perform the orchestration. If Anthropic and OpenAI potential earnings are degraded, which companies will be in trouble?

[amit @amitisinvesting]

Man...these token costs are starting to seriously become an issue.

Yes, companies want to generate as many useful tokens as possible, but they really don't want to pay for them if open-source alternatives exist.

Anthropic and OpenAI are starting to realize the reality of this and have started to give out as much free compute as they can in order to lock startups into using their models over others, as per the WSJ.

This is probably a necessary thing to do for these model companies and they have capital to subsidize giving away the compute, but it also speaks to how serious the wars for tokens are becoming.

As both OpenAI and Anthropic get ready to go public, they need more levers for growth and it feels like rev-sharing with many of the companies they work with, or some version of sharing in the upside in exchange for compute, may be part of the way they lock people into their models so that they don't go the cheaper route for tokens.

Or, they try to drive token costs down further and find their margin in different areas, but more and more companies are questioning how much they should be paying for tokens.

[Jason Sim @JasonSMK]

Great companies don’t need to hand the stakes to government, should be other way round. Feels to me the company is trying to do this to gather support from the government to counter against the Palantir-Nvidia Nemotron partnership announced that will eat their lunches. $PLTR 🚀

[amit @amitisinvesting]

OPENAI CONSIDERING GIVING US GOVERNMENT A 5% STAKE IN THE COMPANY.

Okay, this is bullish if you now assume that the government will be very incentivized to make sure AI doesn’t fail…

This is bearish if you assume that OpenAI is having some serious issues and now the US gov will have to hold the bag when things don’t work out.

I think one point of logic here for the Trump admin is that if 50% of GDP growth is capex and OpenAI has $1.4T of spending commitments, then OpenAI is a big part of all that capex leading to more GDP growth so maybe the Trump admin wants a stake to ensure that trillions continue to be spent on datacenters and OpenAI doesn’t fail. If they fail, no capex which means no GDP growth.

Also, what does this mean for Anthropic? Would they want their biggest competitor to be this close to the US gov? Would they consider giving 5% for ensuring that they will also have a final resort for financial support?

Many more questions than answers if this becomes real now…

[Jason Sim @JasonSMK]

@iamtomnash Great to see you back in action, hope you had a good break Tom

[Jason Sim @JasonSMK]

If my portfolio is up $5k on a certain day, means my one day of wages is $5k, I will be so willing to pay those taxes if that translates to my daily wages 🤣🤣🤣

[Henrick Johansson @compliantvc]

SpaceX stock is up $100 billion today

In one day.

And you're telling me Elon Musk can't pay a $100 billion annual wealth tax to the European Union?

It's literally just one day of wages for him.

Tax Elon Musk NOW.

[Jason Sim @JasonSMK]

@hicasamadim I felt stupid for replying because this feels like a click bait

[Jason Sim @JasonSMK]

@hicasamadim Answer is 72. Fits the pattern but not sure if it’s correct. @hicasamadim

[Jason Sim @JasonSMK]

I’m keeping a close eye on ServiceNow $NOW, one of the beaten down stocks which is on track to be amplified through the power of agentic AI integration

[Rahul Garg @rahul_garg]

This is what Palantir is.

[Jason Sim @JasonSMK]

@NickGibbsIAG I want to learn more about zero DTE options. Thanks Nick! 🙏🏻

[Jason Sim @JasonSMK]

France ready to help U.S. secure Strait of Hormuz but not during active war https://t.co/O2vcwLOxTR

Is this as good as saying once the war has ended then we will proceed with the shipping operations? I’m just wondering… what’s the point of saying this?

[Jason Sim @JasonSMK]

@iamtomnash First time commenting and definitely not the last. Because I love my grandpa as much as you do. I want to be gifted the best and give the best for my family. Don’t smash nothing don’t click nothing don’t buy nothing. Chef kiss 🧑‍🍳😘💕 batsh*tcrazy wannabe

[Kelvin @makesmewonder]

Hi all, I spent the week analysing UiPath and wrote up my thoughts on it.
I think next quarter’s earnings will be interesting, as revenue from Agentic AI might start to meaningfully show up in the results. I also shared my views on valuation based on the next five years’ operating profit, as well as why generative AI might not disrupt UiPath, but instead complement its Agentic AI strategy.
Have a read!
‌
https://t.co/6QjvtQoLtE

[Jason Sim @JasonSMK]

@akafaceUS @grok replace that teacher face with Alex karp

[Jason Sim @JasonSMK]

@iamtomnash Some people don’t realise that price doesn’t go up in a straight line, when it is in overbought territory it’s good to trim and capitalise on the pull back and double down on the DCA.

Covered calls can be an option too if they know what they’re into.

[Jason Sim @JasonSMK]

@iamtomnash It’s a simulation for disaster 🤣

[Jason Sim @JasonSMK]

@iamtomnash @iamtomnash chicken genius just had a bearish call to sell the relief bounce, please give us an opinion on this.

[Jason Sim @JasonSMK]

@AP @acquireyourfire wrestling in schools????

[Jason Sim @JasonSMK]

@makesmewonder You forgot to add pineapple to your prata?

[Jason Sim @JasonSMK]

@heydave7 Can you drive with your eyes closed?

[Jason Sim @JasonSMK]

CONGRATS TO SG AND LOH KEAN YEW! 🇸🇬

[BWF @bwfmedia]

Last rally of 2021. Singapore’s 🇸🇬 Loh Kean Yew is on top of the world 🥇.

#BWFWorldChampionships #Huelva2021