Jimmy Jess Ingram

Law and Justice

[Jimmy Jess Ingram @Bucc0Capital__]

Joseph Gordon Levitt asking his wife how her day went

[Jimmy Jess Ingram @Bucc0Capital__]

Chaos isn’t a pit. Chaos is a ladder

[Jimmy Jess Ingram @Bucc0Capital__]

You know that Microsoft Teams is an all-time bad product when OpenAI raises $13B from Microsoft and uses Google Meet

[Jimmy Jess Ingram @Bucc0Capital__]

Satya invested $10B in OpenAI only for some fake philosophers to use Google Meet to destroy his investment

Didn’t even have the decency to use Teams

[Jimmy Jess Ingram @Bucc0Capital__]

It’s kind of like when founders try to reinvent Sales.

No. That’s not where the innovation happens. This is where you follow the playbook. Sales and governance. Just do the playbook. Innovate somewhere else

[Jimmy Jess Ingram @Bucc0Capital__]

Another lesson of 2023 is that nothing good comes from weird governance models like you should just be running and investing in normal businesses and aberrational corporate governance structures are toxic assets with capped upside and infinite downside (zero)

[Jimmy Jess Ingram @Bucc0Capital__]

The open question tonight was whether Satya and 10,000 startups were investing in OpenAI or in Sam

Probably Sam, even if they didn’t explicitly think of it that way

[Jimmy Jess Ingram @Bucc0Capital__]

The lesson of 2023 is that you need a Board of cold-blooded killers

Capitalists who will spill the guts of your enemies

You can’t give your money to people with a fake moral compass based on made up philosophies

[Jimmy Jess Ingram @Bucc0Capital__]

Google Bard team

[Jimmy Jess Ingram @Bucc0Capital__]

First FTX now OpenAI

Maybe having a real Board governing these businesses would be a good thing to do

That would be a thing I would require if I was flinging around $100M at a time

[Jimmy Jess Ingram @Bucc0Capital__]

The last thing Sam saw before getting fired

[Jimmy Jess Ingram @Bucc0Capital__]

Sam Altman fired at OpenAI

“The board no longer has confidence in his ability to continue leading OpenAI”

https://t.co/8l4QeYAjNk…

[Jimmy Jess Ingram @Bucc0Capital__]

Apple pausing all advertising on Twitter

Duh?

Honestly you could generate a list of companies still advertising here and I bet that would make an excellent short basket. Talk about asleep at the wheel

[Jimmy Jess Ingram @Bucc0Capital__]

Soooo strange that a bunch of rich people, investors and VCs are yelling about antisemitism on college campuses but don’t seem to be saying anything to Elon…

[Jimmy Jess Ingram @Bucc0Capital__]

Expert network spam is out on control

Going to start accepting and providing subtly incorrect takes to ruin everyone’s investing process

[Jimmy Jess Ingram @Bucc0Capital__]

Interesting slides from Coatue AI deck on where value accrues in the tech stack

[Jimmy Jess Ingram @Bucc0Capital__]

If Elon buying Twitter for pocket change to pump China and hate Jews isn’t an argument for taxing the fuck out of billionaires I don’t know what is

[Jimmy Jess Ingram @Bucc0Capital__]

A normal person might look in the mirror after their third or fourth statement saying "we are not antisemites" and ask themselves why they have to keep clarifying that to people

[Jimmy Jess Ingram @Bucc0Capital__]

Interesting slides from Coatue AI deck on where value accrues in the tech stack

[Jimmy Jess Ingram @Bucc0Capital__]

If Elon buying Twitter for pocket change to pump China and hate Jews isn’t an argument for taxing the fuck out of billionaires I don’t know what is