Seb Gonneau

[Seb Gonneau @SebastianGonne3]

Hi @dineshgovender just wanted to check if the new Fitbit Air will be able to track exercises for the purposes of earning Vitality Points?
Thanks

[Seb Gonneau @SebastianGonne3]

@TripleNetInvest While @chamath might be partially correct to attribute return changes to the Reg FD law, he should at least mention that as time went on the scale of Berkshire rapidly increased, and thus, their available investment universe which would move the needle, continually shrunk

[Seb Gonneau @SebastianGonne3]

Hi @dineshgovender, is there any chance that Vitality is looking to add Coros as a device which can be used for the purposes of earning Vitality Points? Their new pace 4 is an amazing competitor to Garmin, and the only thing holding me back is the lack of compatibility

[Seb Gonneau @SebastianGonne3]

Definitely think there is a great opportunity here for a true digital encyclopedia, not leaning one way or another - just sharing truth.
If this is executed well, I could see it working well hand-in-hand with Grok.

[Michael Jordaan @MichaelJordaan]

High chance that Grokipedia becomes the first place one looks for knowledge on any topic. And it is free. What an amazing era to be alive.

[Nic Cruz Patane @niccruzpatane]

This is a massive deal.

Part of the agreement, the license for 50 MHz of S-band spectrum in the United States and global Mobile Satellite Service (MSS) licenses, will allow SpaceX to develop a second-generation Starlink Direct to Cell constellation capable of delivering full 5G connectivity to unmodified cell phones.

5G connectivity anywhere in the world is actually happening. Insane.

[Sawyer Merritt @SawyerMerritt]

BREAKING: Tesla has announced Megablock, their next-generation battery energy storage system that uses the all-new redesigned Megapack version 3.

Megapack V3 will be manufactured in Houston in late 2026, with a 50 GWh production capacity.

• 23% faster installation
• 248 MWh per acre
• Can install 1 GWh in 20 business days, equivalent to power for 400,000 homes
• Uses a supped up Model Y heat pump

[Seb Gonneau @SebastianGonne3]

New 20 MWH Mega pack released by Tesla Energy. Seems like a great solution for power hungry data centers online already and the many more soon to come. Amongst many other use cases I could imagine.

[stevenmarkryan @stevenmarkryan]

Tesla’s EPIC Megapack Keynote (full replay)

- Silences removed to save you time
- Increased volume for easier listening

[Seb Gonneau @SebastianGonne3]

Shoprite could deal some damage to its competitors, as they have millions of influenceable potential customers walking into their doors each day, waiting to be acquired. Will be interesting to see how Tymebank and Capitec respond to this.

[Seb Gonneau @SebastianGonne3]

Shoprite CEO Peter Engelbrecht on plans to expand into a fully fledged banking offering. This no-fee promise within the Shoprite ecosystem seems Apple-esque (ecosystem lock-in), and seems to be a rather cost-effective manner to entrench the brand in their customer's daily lives.

[Seb Gonneau @SebastianGonne3]

@JohannBiermann1 Pair trade would have yielded 30%!

[Seb Gonneau @SebastianGonne3]

Shoprite's latest results show Sixty60 delivered sales of R19bn (growing 48% YoY). This is +- 40% of the entire revenue of the Woolworths food business (in store and delivery). Crazy to think how the retail landscape has been shaken up the past few years.

[Seb Gonneau @SebastianGonne3]

Most beautiful country in the world 🇿🇦

[Seb Gonneau @SebastianGonne3]

@JuniorBuffett Curious if the 4% size is due to illiquidity making it impractical to purchase more, or just risk management to keep it at a size you comfortable with?

[Seb Gonneau @SebastianGonne3]

@CharlesHSavage Thanks Charles.

[Seb Gonneau @SebastianGonne3]

@Discovery_SA Always pay my discovery savings account first #DiscoveryBestBank

[Seb Gonneau @SebastianGonne3]

@CharlesHSavage Thanks Charles

[Seb Gonneau @SebastianGonne3]

Hi @CharlesHSavage , a friend was trying to place a trade through the desk and could not get through to an operator after many calls. Another mate had managed to make a trade relatively easily via the desk on Friday. Is there any chance the desk wasn't operating normally today?

[Boring_Business @BoringBiz_]

A lot of people spend enormous amounts of time perfecting their excel models and formulas

But forget that deals are ultimately done because of relationships, not just because of what the model says

[Seb Gonneau @SebastianGonne3]

@DanielKingMWI What is makeup of the return over the last three years and YTD? (I.e. split between coupon paid and capital gain)

[Seb Gonneau @SebastianGonne3]

A casino is simple math, wrapped in varying levels of (emotional) salesmanship.