AMU

Building Your guide platform for investing in the future - Tech & AI.

Former fintech/crypto, BB IB

[AMU @amu_capital]

@BowTiedBull Do you think structural shifts (e.g. COVID) could affect rents there? If the world is moving digital, why would you want to be in tier 1 city long-term?

[AMU @amu_capital]

@chamath @grok can you cover his mouth too?

[AMU @amu_capital]

@gregisenberg Don’t want to sound pessimistic, but digital will win vs. irl proportionally

[AMU @amu_capital]

First rule of trading - don’t get liquidated.

SA wasn’t liquidated, but got knocked down bad.

Its future depends heavily on Anthropic’s IPO. Plausible if part of it will be secondary sale for SA to cash out.

Lessons will be learnt.

[AMU @amu_capital]

@TheLongInvest The rip happened because it sold…not “right before the rip”

[AMU @amu_capital]

@zerohedge Any L/S shop uses leverage (up to 5-7x)…how else could he achieve such returns with hundreds of millions in seed capital

[AMU @amu_capital]

@BowTiedBull If they use AI to construct a portfolio, what are the chances their algorithms turn bearish on semis, memory stocks?

[AMU @amu_capital]

@zerohedge Situational unawareness

[AMU @amu_capital]

@saifedean I did a presentation on Phelps during undergrad…very sad to hear it…Rest in peace.

[AMU @amu_capital]

@thsottiaux And pace

[AMU @amu_capital]

@levelsio It checks your request then says some bs like for safety reasons switching to Opus. annoying

[AMU @amu_capital]

@thsottiaux @AnthropicAI your response?

[AMU @amu_capital]

@BryanHarneyPPS BJJ is different than MMA or BJJ for MMA. What you suggest will get someone KOd with a knee right in the face

[AMU @amu_capital]

@robj3d3 Brave man

[AMU @amu_capital]

@alojoh It hasn’t got many views for previous posts before the release. Even ones not related to AI

[AMU @amu_capital]

@Polymarket Max gotta be careful with that fire

[AMU @amu_capital]

@jbrukh What’s contrarian about it?

[AMU @amu_capital]

@businessbarista ai

[AMU @amu_capital]

@Pranit Thariq remembers you

[AMU @amu_capital]

@levelsio I’m building something you might like, Pieter. If you want beta access feel free to DM