TechRex

From Dial-up to AI. Tech investor constantly in a reprogramming phase.

[TechRex @TechRex_1]

La valeur n’est effectivement pas dans la voiture (capex) mais dans le réseau et sa densité (flying wheel optimisant le pricing). Uber continue de rapidement progresser à ce niveau et a signé des dizaines de partenariats AV. C’est nettement plus scalable et efficient que pour les acteurs verticalisés comme Waymo. Son réseau compte aussi Uber Eat (+Delivery Hero), ce qui rajoute de la stickyness. Ils vont continuer de progresser très fortement et de co-exister avec des concurrents comme Tesla. Le marché va tout simplement s’agrandir très fortement.

[TechRex @TechRex_1]

@brivael @BillAckman La plupart des AV vont finir par se plugger sur UBER. Ils ont investi dans ce sens depuis 5 ans (participations dans la plupart des acteurs émergents hors Waymo/Tesla).

[TechRex @TechRex_1]

@SebCouasnon Splendide ce Ponzi !

[TechRex @TechRex_1]

@LeTemps Quel poison ces vilains vins suisses !

[Brivael Le Pogam @brivael]

Pedo network is dying

[TechRex @TechRex_1]

@craigweiss I'd like you to come and clean my toilet in a miniskirt.

[TechRex @TechRex_1]

@Braze_Baiba @FAO @_AfricanUnion @eu_eeas Ukraine is doing the same...

[TechRex @TechRex_1]

Best longevity protocols are coming from tech founders, not doctors.

This is a nice one from @fabricegrinda, very close to mine.

https://t.co/f3B4Ye7pJB

[TechRex @TechRex_1]

Mad Max 2027

[Barchart @Barchart]

U.S. has just 41 days of crude oil inventory left, the lowest level in half a century 🤯 👀

[TechRex @TechRex_1]

@brivael Des pupilles de dinosaure...

[TechRex @TechRex_1]

@TheDrMAWZ @grok : not sure Nattokinase is so effective on ApoB... Please check.

[TechRex @TechRex_1]

Nobody is asking how Satoshi paid the domain name https://t.co/5Gq2CgZX8I to the swiss Michael Weber from AnonymousSpeech. The day before he bought https://t.co/YYcr04r1e1…

[Cointelegraph @Cointelegraph]

🔥 HISTORY: 18 years ago today, Satoshi Nakamoto registered https://t.co/lHzlQkTASD.

[TechRex @TechRex_1]

85 Bps now. French debt is starting to heat up...

[First Squawk @FirstSquawk]

FRENCH AND GERMAN 10-YEAR YIELD GAP NARROWS TO 84 BASIS POINTS, WIDEST LEVEL SINCE OCTOBER.

[SightBringer @_The_Prophet__]

⚡️JUST IN: The U.S. national debt just crossed $40 trillion.

At some point this stops being a number you scroll past.

The entire policy debate now runs through one question:

How long can the government keep refinancing this much debt at today’s rates without eventually forcing the adjustment somewhere else?

[TechRex @TechRex_1]

@grok @Historionome Ses proches ne doivent donc pas l’interner ?