Stephen Tung

🦁‘s since 96’. Talent Guy. Investor. Big Fanboy of Context

[Stephen Tung @Sxt35Lions]

@MattBalmer7 @ZacPlafadelis I reckon we (Lions) are going for him at 18. Rayner, Bailey, Starcevich at 1, 15, 18. Reckon going to get awesome value of out those two.

[Stephen Tung @Sxt35Lions]

@LachHughesCFA @benthompson @patrick_oshag @InvestLikeBest @Microsoft @IBM @Dropbox @LachHughesCFA have a watch / listen of this one too: https://t.co/akbC6cO4Qx

[Jesper Bæk @jesper_baek]

Unity is now guiding for 70% growth rates in their strategic growth business. Insane!

Vector has become a $1B+ runway business 2 quarter prior than expected.

$U wins only when their customers win. AI enables faster/better game creation. More games fuels more ads/monetization.

[Stephen Tung @Sxt35Lions]

@LachHughesCFA @zoink @figma The 🔑 landing to the Agent / Human Orchestration cycle $FIG

H/T @Raph_dOrnano

[Stephen Tung @Sxt35Lions]

@zoink Hyper Bull Signal: Loredana Crisan growing her Exec Portfolio at Figma. My Bet is that your new CTO will be an ex-colleague / close acquaintance of hers 🎯

[Raphaëlle d'Ornano @Raph_dOrnano]

2. $FIG

@figma was a company that I was bearish on at the IPO, but re-evaluated my views following some key announcements earlier this year. The market has not rewarded that new strategy.

https://t.co/HEhDnpsUbi

[Stephen Tung @Sxt35Lions]

@LachHughesCFA @Crisb2708 Have you got a point of view on $U, @LachHughesCFA ?

[Stephen Tung @Sxt35Lions]

@LachHughesCFA On this specifically: ‘Models increasingly look interchangeable’

How do you think about all of the history, specific context, and even the UX that one becomes accustomed to, using a specific AI. Or their favourite 2 x AIs. How do they become ‘easily’ transferable?

[Joshua Kushner @JoshuaKushner]

in markets, to go long on something is to bet it grows more valuable over time. much of the conversation today is short on humans, wagering that ai makes people redundant. we believe the opposite is true for the industries @ThriveHoldings operates in.

we are long humans.

https://t.co/oqygDJKZGO

[Stephen Tung @Sxt35Lions]

@DiligentPlane I think Microsoft, OAI or even a very left field option - an Enterprise Services Firm like Accenture - acquire $FIG for ~$30B

[Stephen Tung @Sxt35Lions]

@Altimor Unity?

[Stephen Tung @Sxt35Lions]

@JTLonsdale @minchoi @DanielleFong aka ‘Vanilla SaaS’

[Brisbane Lions @brisbanelions]

"We did it again" 😭❤️

[Stephen Tung @Sxt35Lions]

@sammcclennan @dafoshowsc lol 🧾 much

[Stephen Tung @Sxt35Lions]

@dafoshowsc We probably don't have vets who could replace Motty, Jaspa and Logan to be fair

[Stephen Tung @Sxt35Lions]

@kateemac9 * having an air of moral superiority over others
…

which is fucking nauseating

[Stephen Tung @Sxt35Lions]

@MichaelWhiting Dunkley for me. Super, super critical role and his hands in close were even more elite than any other game I’ve seen of him (they were so elite 💨 I nearly didn’t see them)

[Stephen Tung @Sxt35Lions]

@dafoshowsc @kateemac9 @brisbanelions @GoldCoastSUNS 😂😂

[Stephen Tung @Sxt35Lions]

@MichaelWhiting For 20 years old, the cleanest player I’ve ever seen. Ever.

[Stephen Tung @Sxt35Lions]

@sammcclennan Negative Nelly