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Shahar Cohen (Lucid Capital)๐Ÿ‘“

Verified account

@LucidCap

We're time-travelers disguised as tech investors, harnessing our SW engineering background, PM experience, and strategy roots to see through the tech forests
Tel Aviv, Startup Nation
Joined May 2012
502 Following
6.9K Followers
4.6K Posts
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ืžื“ื“ ื”ื‘ื•ืขื” ืžืฉืœื™ื ื”ืชืจืกืงื•ืช ืฉืœ 75%, ืžื” ืฉืœืงื— ืฉื ืชื™ื™ื ื‘ 2000 ืงืจื” ื‘ืจื‘ืขื•ืŸ ืื—ื“. ื ืืกื“ืง ื‘ืžื™ื ื•ืก 13% ืžื”ืฉื™ื ื•ื™ื—ื“ ืขื ื” S&P500 ืฉื•ื‘ืจื™ื ืžืžื•ืฆืข ื ืข 200 ืœืžื˜ื”, ืงืจื™ืคื˜ื• ื‘ืžื™ื ื•ืก 50% ื•ืžืชืงืจื‘ ืœ Liquidation Doom. ืœืื™ืคื” ื”ื•ืœื›ื™ื ืžื›ืืŸ ื‘ 7 ื ืงื•ื“ื•ืช, ืฉืจืฉื•ืจ ืœื™ื–ืžื™ื, ื‘ื•ืจื“ื™ื ื•ืžืฉืงื™ืขื™ ื˜ื›ื ื•ืœื•ื’ื™ื”
LucidCap's tweet photo. ืžื“ื“ ื”ื‘ื•ืขื” ืžืฉืœื™ื ื”ืชืจืกืงื•ืช ืฉืœ 75%, ืžื” ืฉืœืงื— ืฉื ืชื™ื™ื ื‘ 2000 ืงืจื” ื‘ืจื‘ืขื•ืŸ ืื—ื“. ื ืืกื“ืง ื‘ืžื™ื ื•ืก 13% ืžื”ืฉื™ื ื•ื™ื—ื“ ืขื ื” S&P500 ืฉื•ื‘ืจื™ื ืžืžื•ืฆืข ื ืข 200 ืœืžื˜ื”, ืงืจื™ืคื˜ื• ื‘ืžื™ื ื•ืก 50% ื•ืžืชืงืจื‘ ืœ Liquidation Doom. ืœืื™ืคื” ื”ื•ืœื›ื™ื ืžื›ืืŸ ื‘ 7 ื ืงื•ื“ื•ืช, ืฉืจืฉื•ืจ ืœื™ื–ืžื™ื, ื‘ื•ืจื“ื™ื ื•ืžืฉืงื™ืขื™ ื˜ื›ื ื•ืœื•ื’ื™ื” https://t.co/95tk1828zt
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@LittleMoiz ื”ืื ืืชื” ืขื•ื‘ื“ ื‘ืงืœื•ื“ ืงื•ื“ ืื• ื‘ืงืœื•ื“ ื”ืจื’ื™ืœ? ืืชื” ื—ื™ื™ื‘ ืœืชืช ืœืžื•ื“ืœื™ื ื”ืจื‘ื” ืงื•ื ื˜ืงืกื˜ ืชืงื ื” ืžื ื•ื™ ืฉืœ 100$ ื™ืฉืจ ืชืขื‘ื•ื“ ืขืœ Opus4.6 med ื•ืœื ืขืœ Opus 4.8
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@hexachiefhood ืชื›ืชื•ื‘ ืœื™ ื‘ืคืจื˜ื™ ื•ืืฉืžื— ืœื“ื‘ืจ ื™ื•ืชืจ
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ืขืœ ื—ืฉื™ื‘ื•ืช ืฉืœ ืงื•ื ื‘ื™ืงืฉืŸ ื•ืžืกืคืจ ืจื‘ ืฉืœ ืฉืขืจื•ืช ืœืžืจื™ื˜ื”: (PANW) ืฉืชื”ื™ื” ื‘ืขื•ื“ ืžืก' ืฉื‘ื•ืขื•ืช ื”ืžื ื™ื” ื”ื’ื“ื•ืœื” ื‘ืžื“ื“ ืชื 35, ื”ื›ืคื™ืœื” ืืช ืขืฆืžื” ื‘ื—ื•ื“ืฉื™ื™ื ืœืื—ืจ ืฉืคืจืกืžื” ื“ื•ื—ื•ืช ืžืขื•ืœื™ื ื”ื™ื•ื. ื‘ืจื‘ืขื•ืŸ ื”ืจืืฉื•ืŸ ืžืจื˜ื ื• ื”ืžื•ืŸ ืฉืขืจื•ืช ืฉื”ืฉื•ืง ื”ื—ืœื™ื˜ ืฉื”ื™ื ืžืคืกื™ื“ืช AI - ื”ื ื” ื”ืงื˜ืข ืžื”ืžื›ืชื‘ ืฉืœื ื• ืœืžืฉืงื™ืขื™ื ื‘ืžืจืฅ 2026. ืœื ืžื“ื•ื‘ืจ ื‘ื”ืžืœืฆื”\ื™ืขื•ืฅ\ืฉื™ื•ื•ืง ื•ื™ืฉ ืœื ื• ืคื•ื–ื™ืฆื™ื” ื‘ื ื™ื™ืจ
LucidCap's tweet photo. ืขืœ ื—ืฉื™ื‘ื•ืช ืฉืœ ืงื•ื ื‘ื™ืงืฉืŸ ื•ืžืกืคืจ ืจื‘ ืฉืœ ืฉืขืจื•ืช ืœืžืจื™ื˜ื”: (PANW) ืฉืชื”ื™ื” ื‘ืขื•ื“ ืžืก' ืฉื‘ื•ืขื•ืช ื”ืžื ื™ื” ื”ื’ื“ื•ืœื” ื‘ืžื“ื“ ืชื 35, ื”ื›ืคื™ืœื” ืืช ืขืฆืžื” ื‘ื—ื•ื“ืฉื™ื™ื ืœืื—ืจ ืฉืคืจืกืžื” ื“ื•ื—ื•ืช ืžืขื•ืœื™ื ื”ื™ื•ื. ื‘ืจื‘ืขื•ืŸ ื”ืจืืฉื•ืŸ ืžืจื˜ื ื• ื”ืžื•ืŸ ืฉืขืจื•ืช ืฉื”ืฉื•ืง ื”ื—ืœื™ื˜ ืฉื”ื™ื ืžืคืกื™ื“ืช AI - ื”ื ื” ื”ืงื˜ืข ืžื”ืžื›ืชื‘ ืฉืœื ื• ืœืžืฉืงื™ืขื™ื ื‘ืžืจืฅ 2026. ืœื ืžื“ื•ื‘ืจ ื‘ื”ืžืœืฆื”\ื™ืขื•ืฅ\ืฉื™ื•ื•ืง ื•ื™ืฉ ืœื ื• ืคื•ื–ื™ืฆื™ื” ื‘ื ื™ื™ืจ
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ืžื•ื“ื™ ืฉืคืจื™ืจ Modi Shafrir Verified account
@ModiShafrir
ืืกื˜ืจื˜ื’ ืจืืฉื™ - ืฉื•ื•ืงื™ื ืคื™ื ื ืกื™ื - ื‘ื ืง ื”ืคื•ืขืœื™ื ืžืืงืจื•, ืžื˜"ื— ื•ืฉื•ื•ืงื™ื ืžื–ื•ื•ื™ืช ืงืฆืช ืื—ืจืช... https://t.co/wCkuvO9Ysk
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@hexachiefhood ืจืง ืœื›ืฉื™ืจื™ื
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@IdoWolf1 https://t.co/dNRyrDvv9V
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@IdoWolf1 ื”ืžื”ืคื›ื” ื”ื–ื• ื”ืจื‘ื” ื™ื•ืชืจ ืžืฉืžืขื•ืชื™ืช - ืœืคื™ ืžื—ืงืจ ืฉืงืจืื ื• ื”ืื•ื ืงื•ืœื•ื’ื™ื” ื ื›ื ืกืช ืœืขื™ื“ืŸ ื”ืงื•ืคื™-ืคื™ื™ืกื˜. ื ืฉืžื— ืœื“ืขืชืš...
LucidCap's tweet photo. @IdoWolf1 ื”ืžื”ืคื›ื” ื”ื–ื• ื”ืจื‘ื” ื™ื•ืชืจ ืžืฉืžืขื•ืชื™ืช - ืœืคื™ ืžื—ืงืจ ืฉืงืจืื ื• ื”ืื•ื ืงื•ืœื•ื’ื™ื” ื ื›ื ืกืช ืœืขื™ื“ืŸ ื”ืงื•ืคื™-ืคื™ื™ืกื˜. ื ืฉืžื— ืœื“ืขืชืš... https://t.co/rVU4hp6E2b
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@IdoWolf1 ื”ืžื”ืคื›ื” ื”ื–ื• ื”ืจื‘ื” ื™ื•ืชืจ ืžืฉืžืขื•ืชื™ืช - ืœืคื™ ืžื—ืงืจ ืฉืงืจืื ื• ื”ืื•ื ืงื•ืœื•ื’ื™ื” ื ื›ื ืกืช ืœืขื™ื“ืŸ ื”ืงื•ืคื™-ืคื™ื™ืกื˜. ื ืฉืžื— ืœื“ืขืชืš...
LucidCap's tweet photo. @IdoWolf1 ื”ืžื”ืคื›ื” ื”ื–ื• ื”ืจื‘ื” ื™ื•ืชืจ ืžืฉืžืขื•ืชื™ืช - ืœืคื™ ืžื—ืงืจ ืฉืงืจืื ื• ื”ืื•ื ืงื•ืœื•ื’ื™ื” ื ื›ื ืกืช ืœืขื™ื“ืŸ ื”ืงื•ืคื™-ืคื™ื™ืกื˜. ื ืฉืžื— ืœื“ืขืชืš... https://t.co/rVU4hp6E2b
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ืื’ื‘, ืื ื—ื ื• ืžื—ืคืฉื™ื ื“ื•ื‘ืจื™ ืงืœื•ื“ื™ืช - ืื ืืชื ืžื›ื™ืจื™ื, ืฉื™ืฉืœื—ื• ืœื ื• ืงื•"ื— https://t.co/tHkSGjR2Cr
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ืื ื—ื ื• ืžื—ืคืฉื™ื ืื ืœื™ืกื˜ื™ืช ื’'ื•ื ื™ื•ืจื™ืช, ืขื“ื™ืคื•ืช ืœื‘ืขืœื•ืช ื ืกื™ื•ืŸ ื‘ื™ืขื•ืฅ ืืกื˜' ืื• ืจืงืข ืžื“ืขื™ ืฉื™ืฉ ืœื”ืŸ ืชืฉื•ืงื” ืœื”ืฉืงืขื•ืช ื˜ืง ื•ืžื—ืคืฉื•ืช ืœื ืกื•ืข ื‘ื–ืžืŸ - ืื ื—ื ื• ืคื—ื•ืช ื‘ืขื ื™ืŸ ืฉืœ ืชืŸื‘ื™ืกื™ื ื•ืคื™ื ื•ืงื™ื, ื™ื•ืชืจ ื‘ืขื ื™ืŸ ืฉืœ ืืชื’ืจ ืื™ื ื˜ืœืงื˜ื•ืืœื™. ื”ืžืฉืจื” ื›ืžื•ื‘ืŸ ืคืชื•ื—ื” ื’ื ืœื’ื‘ืจื™ื, ืขื‘ื•ื“ื” ื”ื™ื‘ืจื™ื“ื™ืช, ืฉืœื™ื˜ื” ืžืœืื” ื‘ืื ื’ืœื™ืช ื•ืงืœื•ื“ื™ืช ื—ื•ื‘ื”! ืงื•ื— *ืจืง* ื“ืจืš ื”ืืชืจ ื‘ื‘ืงืฉื” https://t.co/un3rOLjhIM
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ืœืžื” ื”ืฉื•ืง ื˜ืก ืœืžืจื•ืช ืฉื”ื•ืจืžื•ื– ืกื’ื•ืจ,ื•ื”ืชืฉื•ืื•ืช ื‘ืฉืžื™ื™ื? ืœืžื” ืื ื‘ื™ื“ื™ื” ื ื›ื ืกืช ืœ CPU ื•ืœืžื” CPU ื”ื ื”ืกื›ื ื” ืœืฉื•ืง ื”ืขื‘ื•ื“ื” ื•ืœื GPU? ื”ืื ืžื•ื“ืœ ื”ื”ื•ืŸ ืกื™ื›ื•ืŸ ื›ื‘ืจ ืœื ืจืœื•ื•ื ื˜ื™ ื™ื•ืชืจ ? ื•ืžื” ืฉืชื™ ื”ืชื™ืžื•ืช ืฉืื ื—ื ื• ืžืื“ ืื•ื”ื‘ื™ื ื›ืขืช ? ืขืœ ื›ืœ ื–ื” ื‘ืคืจืง ืขื ืื™ื ื•ื•ืกื˜ื•ืจ360 https://t.co/mIDQsAnWDE
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ืื ื—ื ื• ืžื—ืคืฉื™ื ืื ืœื™ืกื˜ื™ืช ื’'ื•ื ื™ื•ืจื™ืช, ืขื“ื™ืคื•ืช ืœื‘ืขืœื•ืช ื ืกื™ื•ืŸ ื‘ื™ืขื•ืฅ ืืกื˜' ืื• ืจืงืข ืžื“ืขื™ ืฉื™ืฉ ืœื”ืŸ ืชืฉื•ืงื” ืœื”ืฉืงืขื•ืช ื˜ืง ื•ืžื—ืคืฉื•ืช ืœื ืกื•ืข ื‘ื–ืžืŸ - ืื ื—ื ื• ืคื—ื•ืช ื‘ืขื ื™ืŸ ืฉืœ ืชืŸื‘ื™ืกื™ื ื•ืคื™ื ื•ืงื™ื, ื™ื•ืชืจ ื‘ืขื ื™ืŸ ืฉืœ ืืชื’ืจ ืื™ื ื˜ืœืงื˜ื•ืืœื™. ื”ืžืฉืจื” ื›ืžื•ื‘ืŸ ืคืชื•ื—ื” ื’ื ืœื’ื‘ืจื™ื, ืขื‘ื•ื“ื” ื”ื™ื‘ืจื™ื“ื™ืช, ืฉืœื™ื˜ื” ืžืœืื” ื‘ืื ื’ืœื™ืช ื•ืงืœื•ื“ื™ืช ื—ื•ื‘ื”! ืงื•ื— *ืจืง* ื“ืจืš ื”ืืชืจ ื‘ื‘ืงืฉื” https://t.co/un3rOLjhIM
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@mikeeisenberg ืจื•ื‘ ื”ืžืฉืจื•ืช ื”ื—ื“ืฉื•ืช ื”ื ื‘ืขื•ืœืžื•ืช ืฉืœ ื‘ื ื™ื™ื” ื—ืฉืžืœ ื•ื”ืกื•ืคืœื™ื™ ืฆ'ื™ื™ืŸ ื”ืคื™ื–ื™. ืžืฉืจื•ืช ืฆื•ื•ืืจื•ืŸ ืœื‘ืŸ ืจืง ืžืชื—ื™ืœื•ืช ืœื”ื™ื•ืช ืžื•ืฉืคืขื•ืช ื›ื™ ืงืคื™ืฆืช ื”ืžื“ืจื’ื” ื‘ืžื•ื“ืœื™ื ืงืจืชื” ื‘ืจื™ื‘ืขื•ืŸ ืจืืฉื•ืŸ ื•ื›ื‘ืจ ืจื•ืื™ื 130 ืืœืฃ ืžืคื•ื˜ืจื™ื ื‘ื˜ืง ื‘ืืจื”ื‘ ื‘3 ื—ื•ื“ืฉื™ื
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@doritsos ืื•ืคื™ืจ, ื–ื” ืฉ GHF ื ื›ืฉืœ ืœื ืื•ืžืจ ืฉื–ื” ืœื ื”ื™ื” ืจืขื™ื•ืŸ ื™ื•ืฆื ื“ื•ืคืŸ, ื–ื• ืชื›ื ื™ืช ืžื‘ืจื™ืงื” ืฉืžืฆื“ ืื—ื“ ื”ื™ืชื” ืžืกืคืงืช ืกื™ื•ืข ื”ื•ืžื™ื ื˜ืจื™ ื•ืžืฆื“ ืฉื ื™ ืžื™ื™ื‘ืฉืช ืืช ื—ืžืืก. ื•ืื’ื‘, ืœื ื‘ื˜ื•ื— ืฉื”ื™ื ื ื›ืฉืœื”, ื›ื™ ืขื•ื‘ื“ื” ืฉื—ืžืืก ื”ืชืขืงืฉ ืœืกื™ื™ื ืื•ืชื” ื‘ืžื•ืž ืขืœ ืขืกืงืช ื”ื—ื˜ื•ืคื™ื, ื›ืœื•ืžืจ ื”ื™ื ื”ื™ืชื” ืžื ื•ืฃ ืœื—ืฅ ืœื ื–ื ื™ื— ืขืœื™ื”ื.
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@UriWolfovitz @esapir ื•ื”ืจื‘ื” ืžืคืชื—ื™ื ื’ื ืขืกื•ืงื™ื ื‘ืœืžืฆื•ื ืฉื’ื™ืื•ืช ื›ืชื™ื‘ ืื• ื˜ืขื•ืช ืกื•ืคืจ ื‘ืžืงื•ื ืœื”ืกืชื›ืœ ืขืœ ื”ืชืžื•ื ื” ื”ื’ื“ื•ืœื” ื•ื›ืš ืฉื•ืจืคื™ื ื›ืกืฃ ืœืืจื’ื•ืŸ
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ื”ื™ื™ืชื™ ืžืคืชื— ื‘ืขื‘ืจื™ ื•ื™ืฉ ืœื™ ื”ืžื•ืŸ ื—ื‘ืจื™ื ืจืืฉื™ ืฆื•ื•ืช, ืกืžื ื›ืœื™ R&D ื•ื›ื•. ื‘ื•ืื• - ื‘ืชื•ืš ืขืžื™ ืื ื™ ื—ื™ (ื•ืชืขืฉื• ื ื™ืกื•ื™ ืชืจืื• ื›ืžื” ื–ืžืŸ ืœื•ืงื— ื”ืชื”ืœื™ืš ืฉืœ ืืจื•ื—ืช ืฆื”ืจื™ื™ื ื‘ืืจื’ื•ืŸ, ืžืฉื™ื—ื” ืžืงื“ื™ืžื”, ืฆื”ืจื™ื™ื, ื•ืื– ืงืคื” ื•ืื– ืกื™ื’ืจื™ื”,...) ืฉืขื” ื•ื—ืฆื™ ืœืคื—ื•ืช ืžื“ื™ ื™ื•ื ื‘ืขืœื•ืช ืฉื›ืจ ืฉืœ 200K$. ื›ืœ ืฆื”ืจื™ื™ื ื–ื” ื‘ืขืจืš 1200$ ืขืœื•ืช ืœืžืขืกื™ืง ืคืจ ืื“ื
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@esapir ื”ื‘ืขื™ื” ืฉื•ื•ืจืง-ืœื™ื™ืฃ ื‘ืืœืื ืก ื”ืคืš ื‘ืฉื ื™ื ื”ืื—ืจื•ื ื•ืช ืœืžืื“ ืœื ื‘ืืœืื ืกื“, ืขื 20-30ืฉ ืขื‘ื•ื“ื” ืฉื‘ื•ืขื™ื•ืช ืœืžืจื‘ื™ืช ื”ืžืคืชื—ื™ื ื“ื” ืคืงื˜ื•
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@patientinvestor Extremely shallow arguments made by him... Claude Code and the AI Native consultancies are the $CSU.TO death angles
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ื–ื›ืจื•ืŸ ื‘ืกืœื•ืŸ ื’ืจืกืช ืžื™ื™ืงืจื•ืŸ: BLOOMBERG ESTIMATES DRAM WILL IMPACT CPI BY 0.4%. Bloomberg Economics estimates that the 237% increase in memory prices will add 0.4% yoy to CPI through 2027
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ื”ื™ื™ @talshahaf - ื”ืกื™ื‘ื” ืฉืืคืœ ืœื ืžืคื˜ืจืช, ื–ื” ืœื ื‘ื’ืœืœ ืฉื”ื™ื ื—ื‘ืจื” ื›ื–ื• ืกื•ื“ื™ืช ืืœื ื‘ื’ืœืœ ืฉื”ื ื”ืขืœื• ืœืš ืืช ื”ืžื ื•ื™ ืœืืคืœ ืงืœืื•ื“, ื’ื•ื‘ื™ื ืžืžืš 1000$ ืขืœ ื”ื—ืœืคืช ืžืงืœื“ืช ื•ืฉื•ื—ื˜ื™ื ืืช ื›ืœ ื—ื‘' ื”ืžืฉื—ืงื™ื ื•ื”ืืคืœื™ืงืฆื™ื•ืช
LucidCap's tweet photo. ื”ื™ื™ @talshahaf - ื”ืกื™ื‘ื” ืฉืืคืœ ืœื ืžืคื˜ืจืช, ื–ื” ืœื ื‘ื’ืœืœ ืฉื”ื™ื ื—ื‘ืจื” ื›ื–ื• ืกื•ื“ื™ืช ืืœื ื‘ื’ืœืœ ืฉื”ื ื”ืขืœื• ืœืš ืืช ื”ืžื ื•ื™ ืœืืคืœ ืงืœืื•ื“, ื’ื•ื‘ื™ื ืžืžืš 1000$ ืขืœ ื”ื—ืœืคืช ืžืงืœื“ืช ื•ืฉื•ื—ื˜ื™ื ืืช ื›ืœ ื—ื‘' ื”ืžืฉื—ืงื™ื ื•ื”ืืคืœื™ืงืฆื™ื•ืช https://t.co/kZdjj3DAsy
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Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
ืชื ื•ืขืช ื”ืžืกืคืจื™ื™ื ื”ืžืฉื•ืœืฉืช ืฉืœ ืžื•ื ื•ืคื•ืœื™ ื”ื˜ืง ืฉืฉื•ืื‘ืช ืืช ืชืขืฉื™ื™ืช ื”ื˜ืง ื”ื™ืฉืจืืœื™ืช 1. ื“ืจืš ืขืœื•ื™ื•ืช ื”ืขื ืŸ, AI ื•ื”ื•ืฆ' ื”ืคืจืกื•ื (CAC) 2. ื“ืจืš ืขืœื™ื™ืช ืฉื›ืจ ื”ืขื•ื‘ื“ื™ื 3. ื•ื”ื“ืจืš ื”ืขืงื™ืคื” ืืš ื”ืžืฉืžืขื•ืชื™ืช ืžื›ื•ืœืŸ - ื”ืžื‘ื ื” ื”ืื•ื’ืœื™ืคืœืกื˜ื™ ื’ื•ืจื ืœื›ืš ืฉื›ื•ืœืŸ ืžื’ื“ื™ืœื•ืช ืืช ื”ืจื•ื•ื—ื™ื ื›ืœ ื”ื–ืžืŸ ืœืžืจื•ืช ื”ื”ื•ืฆืื•ืช ื”ืขืฆื•ืžื•ืช ืฉืœ ืฉื‘ื‘ื™ื ื•ืงื•ืžืคื™ื•ื˜ -> ืขืœื™ื™ืช ืžื—ื™ืจื™ ื”ืžื ื™ื•ืช->ื’ื™ื“ื•ืจ ืžื•ืกื“ื™ื™ื->ืฉืขืจ ื”ื“ื•ืœืจ ืžืชืจืกืง ืชืขืฉื™ื™ืช ื”ื˜ืง ื”ื’ืœื•ื‘ืœื™ืช ื”ืคื›ื” ืœื”ื™ื•ืช ืื•ืœื™ื’ืคืœืกื˜ื™ืช ื‘ื›ืœ ืฉืจืฉืจืช ื”ืขืจืš - ืขื ืŸ, ืคืจืกื•ื, ืฉื‘ื‘ื™ ื–ื›ืจื•ืŸ, ืฉื‘ื‘ื™ GPU, CPU, ื™ื™ืฆื•ืจ ืฉื‘ื‘ื™ื ื•ื›ื•'. ื”ืžืฉืžืขื•ืช ืฉื›ืœ ืฉื—ืงื ื™ืช ื‘ืฉืจืฉืจืช ื”ืขืจืš ืžืฆืœื™ื—ื” ืœื”ื’ื“ื™ืœ ืžืฉืžืขื•ืชื™ืช ืืช ื”ืจื•ื•ื—ื™ื ืฉืœื” ืœืžืจื•ืช ืฉื”ื™ื ืžืฉืœืžืช ื”ืจื‘ื” ื™ื•ืชืจ ืœืกืคืงื™ื (ืจืื• ื’ืจืฃ ืœืžื˜ื”). ื›ืš ืœืžืฉืœ, ื‘ืฉื ืชื™ื™ื ื”ืงืจื•ื‘ื•ืช ื”ืจื•ื•ื— ืฉืœ ืขื ืงื™ืช ื”ื–ื›ืจื•ืŸ ืžื™ืงืจื•ืŸ ื™ืขืœื” ืขืœ ื”ืจื•ื•ื— ืฉืœ ื’ื•ื’ืœ, ืœื›ืื•ืจื” ื ืฆืคื” ืœืจืื•ืช ื™ืจื™ื“ื” ื‘ืจื•ื•ื—ื™ ื’ื•ื’ืœ (ืฉืฆืจื™ื›ื” ืœืฉืœื ื’ื ืœื‘ืจื•ื“ืงื•ื ื•ื ื‘ื™ื“ื™ื”), ืื‘ืœ ื”ื™ื ืžืฆื™ื“ื” ื“ืื’ื” ืœื’ืœื’ืœ ืืช ื”ืขืœื•ืช ื”ื–ื• ืœื”ื•ืฆ' ื”ืคืจืกื•ื ืฉืœ ื•ื™ืงืก,ืžืื ื“ื™, ืจืืคื™ื“ ื•ื›ื™ื•"ื‘ ื“ืจืš ื—ื™ืกื•ืœ ื”ื—ื™ืคื•ืฉ ื”ืื•ืจื’ื ื™ ืฉืžื›ืจื™ื— ืืช ื”ื—ื‘' ืœืจื›ื•ืฉ ืœืงื•ื—ื•ืช (CAC) ื‘ืขืœื•ืช ืคื™ 2 ืžืืฉืจ ืœืคื ื™ ืฉื ืชื™ื™ื. ื›ืœื•ืžืจ ื”ื—ื‘' ื”ืืœื• ืฉื•ืื‘ื•ืช ืืช ื”ืจื•ื•ื— ืฉืœ ื”ืคื™ืจืžื•ืช (ืคืจืกื•ื,ืขื ืŸ,AI,ืฉื›ืจ) ื•ื”ืฆืจื›ื ื™ื (ืืคืœ ืงืœืื•ื“, ืขืžืœืช ืชืฉืœื•ื ื‘ืืคืคืกื˜ื•ืจ,..), ื›ืš ืฉื”ื—ื‘ืจื•ืช ื”ืืœื• ื—ืกื™ื ื•ืช ืœื”ืจื‘ื” ื“ื™ื ืžื™ืงื•ืช ืžืืงืจื• ื•ื”ืจื•ื•ื—ื™ื ืฉืœ ื”ื—ื‘' ื”ืืœื• ืจืง ืขื•ืœื™ื- ืœื›ืœ ืงื•ืฉื™ ืืคืฉืจ ืœื”ืขืœื•ืช ืžื—ื™ืจ (ืชืฉืืœื• ืืช ื›ืœ ืœืงื•ื—ื•ืช ืžื™ืงืจื•ืกื•ืคื˜ ืœืžืฉืœ ืฉืฉื•ืœื—ืช ืœื”ื ืžื™ื™ืœ ืฉื ืชื™ ืขืœ ื”ืขืœืืช ืžื—ื™ืจื™ื) ื–ื• ื”ืกื™ื‘ื” ืฉืžื“ื“ื™ ื—ื•ืœ ื›ืœ ื”ื–ืžืŸ ืขื•ืœื™ื, ื•ื™ืžืฉื™ื›ื• ืœืขืœื•ืช ืœืื•ืจืš ื–ืžืŸ (ื•ื‘ืจื•ืจ ืฉื™ื”ื™ื• ืชื™ืงื•ื ื™ื ื•ื™ืจื™ื“ื•ืช ื‘ืžื”ืœืš ื”ื“ืจืš) -ื”ื™ืชืจื•ืŸ ืœื’ื•ื“ืœ, ืชื–ืจื™ืžื™ ื”ืžื–ื•ืžื ื™ื ืžืขืกืงื™ ื”ืœื™ื‘ื” ืฉืžืืคืฉืจื™ื ืœื”ืจื•ื’ ื—ื‘' ื›ืžื• A21 ื‘ืงืœื™ ืงืœื•ืช, ื•ื”ื™ื›ื•ืœืช ืœืงื ื•ืช\ืœืžืฉื•ืš ื›ืœ ื˜ืœื ื˜, ื™ื—ื“ ืขื ื”ืžื‘ื ื” ื”ืื•ืœื™ื’ื™ืคืœืกื˜ื™ ืžื‘ื˜ื™ื— ืืช ื”ืžืฉืš ืขืœื™ื™ืช ื”ืจื•ื•ื—ื™ื ื’ื ื‘ืขืชื™ื“ ื•ืœื›ืŸ ืœื—ืฅ ืžืชืžื™ื“ ืขืœ ื”ืฉืงืœ ื“ื•ืœืจ ืžืฆื“ ืžื•ืกื“ื™ื™ื ืฉืžื’ื“ืจื™ื (ื•ื‘ืฆื“ืง!) ืืช ื”ื—ืกื›ื•ื ื•ืช. ื”ืžืฉืžืขื•ืช ืœืชืขืฉื™ื™ืช ื”ื˜ืง ื”ื™ื ื”ืžืฉืš ืฉื—ื™ืงื” ื‘ื“ื•ืœืจ ื•ืื™ืŸ ืœื ื’ื™ื“ ืฉื•ื ื™ื›ื•ืœืช ืœืขืฆื•ืจ ืืช ื–ื”. ื”ื—ืกื›ื•ื ื•ืช ืฉืœ ืขื•ื‘ื“ื™ ื”ื˜ืง ื”ื ืืœื• ืฉื’ื•ืจืžื™ื ืœืคื™ื˜ื•ืจื™ื ื”ื”ืžื•ื ื™ื™ื ืฉืœ ื”ืงื•ืœื’ื•ืช ืฉืœื”ืŸ. ืฆืจื™ืš ืœื•ืžืจ ื‘ื™ื•ืฉืจ, ื™ืฉืจืืœ ื’ื ื ื”ื ื™ืช ืžื”ื™ื“ืข,ื•ื”ื ื•ื›ื—ื•ืช ืฉืœ ื”ื—ื‘' ื”ืืœื• ื‘ื™ืฉืจืืœ ืฉืืคืฉืจื• ืืช ื”ื™ื•ื•ืฆืจื•ืช ื”ืืงื•-ืกื™ืกื˜ื ืื‘ืœ ื”ื’ืขื ื• ืœืฉืœื‘ ืฉื”ื—ืžืฆืŸ ืœืจื™ืื•ืช ืขืฉื™ื™ืช ื”ื˜ืง ื”ื™ืฉืจืืœื™ืช ื ืฉืื‘ ื‘ืฉื™ื˜ืชื™ื•ืช ื•ื‘ืงืฆื‘ ื’ื•ื‘ืจ, ื“ืจืš ื”ื•ืฆืื•ืช, ืฉื›ืจ ืขื•ื‘ื“ื™ื ื•ืฉืขืจ ื“ื•ืœืจ. ืžื” ื ื™ืชืŸ ืœืขืฉื•ืช - ืขืœ ื›ืš ื‘ืคื•ืกื˜ ื”ื‘ื? ื‘ื’ืจืฃ ื”ืจื•ื•ื—ื™ื ืฉืœ ืขื ืงื™ื•ืช ื”ื˜ืง ืจืง ืขื•ืœื™ื ืœืžืจื•ืช ื”ื”ื•ืฆืื•ืช ื”ืื“ื™ืจื•ืช ืขืœ ืงื•ืžืคื™ื•ื˜, ืฉื‘ื‘ื™ื ื•ื—ื•ืžืจื”
LucidCap's tweet photo. ืชื ื•ืขืช ื”ืžืกืคืจื™ื™ื ื”ืžืฉื•ืœืฉืช ืฉืœ ืžื•ื ื•ืคื•ืœื™ ื”ื˜ืง ืฉืฉื•ืื‘ืช ืืช ืชืขืฉื™ื™ืช ื”ื˜ืง ื”ื™ืฉืจืืœื™ืช 1. ื“ืจืš ืขืœื•ื™ื•ืช ื”ืขื ืŸ, AI ื•ื”ื•ืฆ' ื”ืคืจืกื•ื (CAC) 2. ื“ืจืš ืขืœื™ื™ืช ืฉื›ืจ ื”ืขื•ื‘ื“ื™ื 3. ื•ื”ื“ืจืš ื”ืขืงื™ืคื” ืืš ื”ืžืฉืžืขื•ืชื™ืช ืžื›ื•ืœืŸ - ื”ืžื‘ื ื” ื”ืื•ื’ืœื™ืคืœืกื˜ื™ ื’ื•ืจื ืœื›ืš ืฉื›ื•ืœืŸ ืžื’ื“ื™ืœื•ืช ืืช ื”ืจื•ื•ื—ื™ื ื›ืœ ื”ื–ืžืŸ ืœืžืจื•ืช ื”ื”ื•ืฆืื•ืช ื”ืขืฆื•ืžื•ืช ืฉืœ ืฉื‘ื‘ื™ื ื•ืงื•ืžืคื™ื•ื˜ -> ืขืœื™ื™ืช ืžื—ื™ืจื™ ื”ืžื ื™ื•ืช->ื’ื™ื“ื•ืจ ืžื•ืกื“ื™ื™ื->ืฉืขืจ ื”ื“ื•ืœืจ ืžืชืจืกืง ืชืขืฉื™ื™ืช ื”ื˜ืง ื”ื’ืœื•ื‘ืœื™ืช ื”ืคื›ื” ืœื”ื™ื•ืช ืื•ืœื™ื’ืคืœืกื˜ื™ืช ื‘ื›ืœ ืฉืจืฉืจืช ื”ืขืจืš - ืขื ืŸ, ืคืจืกื•ื, ืฉื‘ื‘ื™ ื–ื›ืจื•ืŸ, ืฉื‘ื‘ื™ GPU, CPU, ื™ื™ืฆื•ืจ ืฉื‘ื‘ื™ื ื•ื›ื•'. ื”ืžืฉืžืขื•ืช ืฉื›ืœ ืฉื—ืงื ื™ืช ื‘ืฉืจืฉืจืช ื”ืขืจืš ืžืฆืœื™ื—ื” ืœื”ื’ื“ื™ืœ ืžืฉืžืขื•ืชื™ืช ืืช ื”ืจื•ื•ื—ื™ื ืฉืœื” ืœืžืจื•ืช ืฉื”ื™ื ืžืฉืœืžืช ื”ืจื‘ื” ื™ื•ืชืจ ืœืกืคืงื™ื (ืจืื• ื’ืจืฃ ืœืžื˜ื”). ื›ืš ืœืžืฉืœ, ื‘ืฉื ืชื™ื™ื ื”ืงืจื•ื‘ื•ืช ื”ืจื•ื•ื— ืฉืœ ืขื ืงื™ืช ื”ื–ื›ืจื•ืŸ ืžื™ืงืจื•ืŸ ื™ืขืœื” ืขืœ ื”ืจื•ื•ื— ืฉืœ ื’ื•ื’ืœ, ืœื›ืื•ืจื” ื ืฆืคื” ืœืจืื•ืช ื™ืจื™ื“ื” ื‘ืจื•ื•ื—ื™ ื’ื•ื’ืœ (ืฉืฆืจื™ื›ื” ืœืฉืœื ื’ื ืœื‘ืจื•ื“ืงื•ื ื•ื ื‘ื™ื“ื™ื”), ืื‘ืœ ื”ื™ื ืžืฆื™ื“ื” ื“ืื’ื” ืœื’ืœื’ืœ ืืช ื”ืขืœื•ืช ื”ื–ื• ืœื”ื•ืฆ' ื”ืคืจืกื•ื ืฉืœ ื•ื™ืงืก,ืžืื ื“ื™, ืจืืคื™ื“ ื•ื›ื™ื•"ื‘ ื“ืจืš ื—ื™ืกื•ืœ ื”ื—ื™ืคื•ืฉ ื”ืื•ืจื’ื ื™ ืฉืžื›ืจื™ื— ืืช ื”ื—ื‘' ืœืจื›ื•ืฉ ืœืงื•ื—ื•ืช (CAC) ื‘ืขืœื•ืช ืคื™ 2 ืžืืฉืจ ืœืคื ื™ ืฉื ืชื™ื™ื. ื›ืœื•ืžืจ ื”ื—ื‘' ื”ืืœื• ืฉื•ืื‘ื•ืช ืืช ื”ืจื•ื•ื— ืฉืœ ื”ืคื™ืจืžื•ืช (ืคืจืกื•ื,ืขื ืŸ,AI,ืฉื›ืจ) ื•ื”ืฆืจื›ื ื™ื (ืืคืœ ืงืœืื•ื“, ืขืžืœืช ืชืฉืœื•ื ื‘ืืคืคืกื˜ื•ืจ,..), ื›ืš ืฉื”ื—ื‘ืจื•ืช ื”ืืœื• ื—ืกื™ื ื•ืช ืœื”ืจื‘ื” ื“ื™ื ืžื™ืงื•ืช ืžืืงืจื• ื•ื”ืจื•ื•ื—ื™ื ืฉืœ ื”ื—ื‘' ื”ืืœื• ืจืง ืขื•ืœื™ื- ืœื›ืœ ืงื•ืฉื™ ืืคืฉืจ ืœื”ืขืœื•ืช ืžื—ื™ืจ (ืชืฉืืœื• ืืช ื›ืœ ืœืงื•ื—ื•ืช ืžื™ืงืจื•ืกื•ืคื˜ ืœืžืฉืœ ืฉืฉื•ืœื—ืช ืœื”ื ืžื™ื™ืœ ืฉื ืชื™ ืขืœ ื”ืขืœืืช ืžื—ื™ืจื™ื) ื–ื• ื”ืกื™ื‘ื” ืฉืžื“ื“ื™ ื—ื•ืœ ื›ืœ ื”ื–ืžืŸ ืขื•ืœื™ื, ื•ื™ืžืฉื™ื›ื• ืœืขืœื•ืช ืœืื•ืจืš ื–ืžืŸ (ื•ื‘ืจื•ืจ ืฉื™ื”ื™ื• ืชื™ืงื•ื ื™ื ื•ื™ืจื™ื“ื•ืช ื‘ืžื”ืœืš ื”ื“ืจืš) -ื”ื™ืชืจื•ืŸ ืœื’ื•ื“ืœ, ืชื–ืจื™ืžื™ ื”ืžื–ื•ืžื ื™ื ืžืขืกืงื™ ื”ืœื™ื‘ื” ืฉืžืืคืฉืจื™ื ืœื”ืจื•ื’ ื—ื‘' ื›ืžื• A21 ื‘ืงืœื™ ืงืœื•ืช, ื•ื”ื™ื›ื•ืœืช ืœืงื ื•ืช\ืœืžืฉื•ืš ื›ืœ ื˜ืœื ื˜, ื™ื—ื“ ืขื ื”ืžื‘ื ื” ื”ืื•ืœื™ื’ื™ืคืœืกื˜ื™ ืžื‘ื˜ื™ื— ืืช ื”ืžืฉืš ืขืœื™ื™ืช ื”ืจื•ื•ื—ื™ื ื’ื ื‘ืขืชื™ื“ ื•ืœื›ืŸ ืœื—ืฅ ืžืชืžื™ื“ ืขืœ ื”ืฉืงืœ ื“ื•ืœืจ ืžืฆื“ ืžื•ืกื“ื™ื™ื ืฉืžื’ื“ืจื™ื (ื•ื‘ืฆื“ืง!) ืืช ื”ื—ืกื›ื•ื ื•ืช. ื”ืžืฉืžืขื•ืช ืœืชืขืฉื™ื™ืช ื”ื˜ืง ื”ื™ื ื”ืžืฉืš ืฉื—ื™ืงื” ื‘ื“ื•ืœืจ ื•ืื™ืŸ ืœื ื’ื™ื“ ืฉื•ื ื™ื›ื•ืœืช ืœืขืฆื•ืจ ืืช ื–ื”. ื”ื—ืกื›ื•ื ื•ืช ืฉืœ ืขื•ื‘ื“ื™ ื”ื˜ืง ื”ื ืืœื• ืฉื’ื•ืจืžื™ื ืœืคื™ื˜ื•ืจื™ื ื”ื”ืžื•ื ื™ื™ื ืฉืœ ื”ืงื•ืœื’ื•ืช ืฉืœื”ืŸ. ืฆืจื™ืš ืœื•ืžืจ ื‘ื™ื•ืฉืจ, ื™ืฉืจืืœ ื’ื ื ื”ื ื™ืช ืžื”ื™ื“ืข,ื•ื”ื ื•ื›ื—ื•ืช ืฉืœ ื”ื—ื‘' ื”ืืœื• ื‘ื™ืฉืจืืœ ืฉืืคืฉืจื• ืืช ื”ื™ื•ื•ืฆืจื•ืช ื”ืืงื•-ืกื™ืกื˜ื ืื‘ืœ ื”ื’ืขื ื• ืœืฉืœื‘ ืฉื”ื—ืžืฆืŸ ืœืจื™ืื•ืช ืขืฉื™ื™ืช ื”ื˜ืง ื”ื™ืฉืจืืœื™ืช ื ืฉืื‘ ื‘ืฉื™ื˜ืชื™ื•ืช ื•ื‘ืงืฆื‘ ื’ื•ื‘ืจ, ื“ืจืš ื”ื•ืฆืื•ืช, ืฉื›ืจ ืขื•ื‘ื“ื™ื ื•ืฉืขืจ ื“ื•ืœืจ. ืžื” ื ื™ืชืŸ ืœืขืฉื•ืช - ืขืœ ื›ืš ื‘ืคื•ืกื˜ ื”ื‘ื? ื‘ื’ืจืฃ ื”ืจื•ื•ื—ื™ื ืฉืœ ืขื ืงื™ื•ืช ื”ื˜ืง ืจืง ืขื•ืœื™ื ืœืžืจื•ืช ื”ื”ื•ืฆืื•ืช ื”ืื“ื™ืจื•ืช ืขืœ ืงื•ืžืคื™ื•ื˜, ืฉื‘ื‘ื™ื ื•ื—ื•ืžืจื”
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LucidCap's profile image
Shahar Cohen (Lucid Capital)๐Ÿ‘“ Verified account @LucidCap
@MarceloLima We need Benioff to retire, before the stock start working
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