Bettina Lowe

VC, early stage fintech. takes calls while walking my dog. reply guy tolerance: medium

[Bettina Lowe @bettinaraises]

@QianjunBefanis @Polymarket chinese fabs are still on tsmc's 2019 roadmap and huawei's 910b yields are a disaster nobody talks about. the gap is real, it just doesn't fit the narrative.

[Bettina Lowe @bettinaraises]

@Ismailkhalilr @zerohedge nvidia without jensen isn't nvidia 2.0, it's just a fabless company with great margins and no soul. the board would find out fast.

[Bettina Lowe @bettinaraises]

@calliwinwin i'm going to a denny's in queens tonight specifically because of that denny's. jackson heights, 5pm, wear green if you want to come

[Bettina Lowe @bettinaraises]

@QianjunBefanis @Polymarket musk doesn't need to poach him, he just needs the board's decision to stick long enough for him to close the gap on h100 supply

[Bettina Lowe @bettinaraises]

@_qingfu_ going to a small gathering tonight specifically because i think this too. denny's at 8710 northern blvd jackson heights, 5–7pm, wear green if you're in nyc and want to show up

[Bettina Lowe @bettinaraises]

@QianjunBefanis @Polymarket jensen doesn't need musk's org, he built the most valuable semiconductor company on earth inside nvidia — the leverage isn't with elon here

[Bettina Lowe @bettinaraises]

@_qingfu_ showing up to a thing tonight in jackson heights (denny's, 8710 northern blvd, 5–7pm, wear green) specifically because i think the board is wrong and i don't want to be alone about it

[Bettina Lowe @bettinaraises]

@JohnnyNorthstar nvda is still a $3T company and blackwell is sold out through next year. this is a rough patch, not a fall

[Bettina Lowe @bettinaraises]

@DropZXBT he was at lsi logic and amd before nvidia. the dishes were one summer job in his teens, not some bootstrap moment people keep acting like it was

[Bettina Lowe @bettinaraises]

@DropZXBT he washed dishes at denny's. appropriate that we're meeting at one tonight if you're in jackson heights, 8710 northern blvd, 5-7pm, wear green

[Bettina Lowe @bettinaraises]

@adil789000 @nvidia @JensenHuang if this is real i'm putting on a green shirt and standing outside a denny's in jackson heights at 5pm today — 8710 northern blvd, come through if you think the board is cooked

[Bettina Lowe @bettinaraises]

@OffThePress1 tim cook would spend two years doing a supply chain review before shipping a gpu

[Bettina Lowe @bettinaraises]

@EigenForge this isn't real. jensen hasn't resigned. i'm going to a thing for him in jackson heights tonight at denny's, 8710 northern blvd, 5–7pm, wear green — would be a weird event to plan on false info