onomatopoeia

[onomatopoeia @bogledami]

@pequityresearch @ContrarianCurse If ed’s your sounding board….

[onomatopoeia @bogledami]

@TMTLongShort Legend? Or Retard. Fine line

[onomatopoeia @bogledami]

@TMTLongShort Show us your IQ proof , your too obsessed with it lol. I’ve seen 130 be way dumber and idiotic than 110 or even 100 on things that actually matter 😂

[onomatopoeia @bogledami]

@JaredKubin Markets gonna care about what they do, and if checks continue to ramp up on OAI/Anth presence in enterprise deals then doesn’t matter what the official line is

[onomatopoeia @bogledami]

@TMTLongShort Who is first?

[onomatopoeia @bogledami]

@JaredKubin … well in this case, it would only make it chase you harder 😂 but seriously china is so far ahead on humanoids it’s absurd

[onomatopoeia @bogledami]

@pequityresearch Nah bro that only helps early on. Like in 2023 nobody switched. We are now 3 years in. It’s just starting. And yeah all that was true when saas ate on prem and on prem ate mainframe etc etc. you just gotta understand that it builds slowly and then it’s unstoppable

[onomatopoeia @bogledami]

@ContrarianCurse No, you can’t, and they can’t be malleable on different domains.. and… not universally available even if you do find that one unicorn. Cmon

[onomatopoeia @bogledami]

@TMTLongShort Its become abundantly clear that expelling china from “allies” has NOT been trumps or this admins priorty in trade talks. You need hop off that bandwagon bro. Is that we SHOuLD be doing? Yeah. Is rhat what this admin is doing? No

[onomatopoeia @bogledami]

@DBclouds99 @TechFundies Dan your Prime 🤡 fintwit twat example😂 ever worked with a pro? We accept new information, not stick our heads in the sand.

[onomatopoeia @bogledami]

@akramsrazor @jukan05 But people still rent them, this only explains why the supply hasn’t been turned over fully jot why the demand exists

[onomatopoeia @bogledami]

@ContrarianCurse most "non verifiable domains" have severl verifiable steps no? looks at own jobs lol. and even closign the books. they all might somhwat different things but the bulk of the "process" is a) already mapped and known b) overlaps heavily across companies

[onomatopoeia @bogledami]

@jukan05 Don’t think we give a shit about making screws here. And the supply chain isn’t moving solely due to tariffs. Covid exposed what JIT supply chains mean for resilience. You trade that for px. Tariffs on top. But yeah bringing supply chain back not just finished prd, need trillions

[onomatopoeia @bogledami]

@BillAckman If that was the case Waymo wouldn’t have ditched them. Sorry

[onomatopoeia @bogledami]

@TMTLongShort @tommypicklers Not reallllly sure I count dwarkesh as top tier in AI thinking or any other domain thinking himself. He gets the experts, asks good questions. But he doesn’t become the domain expert or out perform them at their jobs. What yall smoking here ?

[onomatopoeia @bogledami]

@TMTLongShort Dario’s single handled reponsible for the fear mongering and negative sentiment. Over played the reg capture card and torched the industries consumer ratings. Great trade

[onomatopoeia @bogledami]

@TechFundies This is a really good check, wish he’d explored the hybrid more because that feels like the only defensible leg to uber

[onomatopoeia @bogledami]

@kipmccauley @TechFundies 🤣

[onomatopoeia @bogledami]

@ng_TO1 @TechFundies How you think Uber became uber?

[onomatopoeia @bogledami]

@STF12016 @TechFundies What an idiotic comment booking is primarily HOTELS, expe is indexed to airlines and it sucks to be stuck btn them and goog . And no there’s not 3 airlines. If you knew anything about these cos you’d know at least that. Which you don’t. So why are you here?