Tweety McTweet

Enthusiast of tech, reddit, and investing

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@GergelyOrosz Yeah right lmao

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@yacineMTB How? 👀

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@BillAckman Higher rates will still bring down investment in other industries regardless, and since AI investment is large but not all dominating, even if it barely impacted AI investment (unlikely IMO since so debt-financed) it’d still bring down economy-wise inflation

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@jeremygiffon @patrick_oshag That makes no sense. Tons of founders are highly money-motivated, including many extremely successful ones. They may be less money motivated once they’ve “made it” but were often hungry AF beforw

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@ethanagarwal Those are fund returns from Oura alone. Returns will be higher with other fund investments included. The generic VC net returns vs QQQ argument is super fair generally, but you are significantly misinterpreting the situation here

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@schwartzbWSJ Weak and sad

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@Jkylebass @BuzzPatterson @CNN Kyle don’t you support a free and independent press? Regardless of someone’s viewpoints, politicizing public official access goes against America’s values

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@kejca Mohnish’s investors would likely be better off too investing in the index instead

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@ianwong_ Hey Ian, still haven’t received. Can you please share the playbook?

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@qcapital2020 @rabois 🤣

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@PeterJ_Walker I agree the shelf-life of a model is super short. Fyi though that is not what planned obsolescence means tho. PO is something meant to degrade and be replaced. This is just ultra competitive capitalism vs purposeful inferior design

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@ianwong_ Hey Ian, still waiting on that playbook you promised. Could you please share when you have the chance?

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@Afinetheorem Very smart guy but I think he is selling false hope and perceived access to many here. We should absolutely celebrate academic accomplishments. Professionally this is pretty icky IMO

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@firesidealpha It’s less positive from the investor perspective when you paid 10x revenue for a 0% gaap margin company lmao

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@DrEliDavid @elonmusk Did you even watch the video? Your interpretation is clearly incorrect

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@PadraicMcC Where do you draw the line on hoe much integration is “enough”? Just payroll and backoffice, ERP, tons of cross-sell, etc

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Private companies announcing they’ve been backed by A16z is the private markets equivalent of a public company saying they have Blackrock as a shareholder 😂

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@jukan05 Not that crazy. Ignores cost of actually training/making the product you are selling

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@33investing @NegativeAlp Nah

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@MeghanKReynolds So glad you are okay. Such a horrific day. Showed some of the worst and best of humanity