AZ

Investing @dragonfly
There are no solutions, there are only trade-offs

[AZ @contrarycap5]

This is like when Altimeter wrote an open letter to Zuck and Meta after the stock cratered 65% in 2022 and he went on CNBC, except NQ is down 9% from ATHs

[Serenity @aleabitoreddit]

Altimeter and Atreides' letter to the board of $NVDA.

[AZ @contrarycap5]

@Anointed_Ape Yeah dude, you dont even have to assume a large % of nvda’s channel is china, but the whole premise of investigating is that its *much bigger*

[AZ @contrarycap5]

Best if Jensen disappears for a bit and make a second act return

Study Steve Jobs, Sam Altman, Bob Iger

[AZ @contrarycap5]

@0xMentalIllness Financial literacy darwinism

[AZ @contrarycap5]

@Anointed_Ape Hey AA

[AZ @contrarycap5]

I guess they’ll sell, clear misconduct

[AZ @contrarycap5]

So where do ESG funds that hold NVDA stand on this issue

[AZ @contrarycap5]

@Parida pipedog coded?

[AZ @contrarycap5]

Crazy how many of the newgen young unicorn founders had roots in sneaker twitter/resale markets - Mercor, Whop

Or how so many early crypto heads found their way thru runescape or other marketplaces (pokemon, sneakers again, sports memorabilia)

[AZ @contrarycap5]

First Mithril Medicine and now Odessia, showing that slim and fast agent-first startups will eat at incumbents from the bottom up

[Francis Davidson @FDavidsonT]

https://t.co/F3Wq6IJ6rJ

[AZ @contrarycap5]

So where do ESG funds that hold NVDA stand on this issue

[AZ @contrarycap5]

Mag7 will buy everything the neoclouds own except the neoclouds themselves (no one wants their financial obligations)

[Bloomberg @business]

Alphabet’s Google has bought out Crusoe’s data center site in southeast Wyoming, opting to take on the project itself after the AI computing upstart failed to lock in customers https://t.co/mgOuWEiAhI

[AZ @contrarycap5]

@Brentsketit Thanks for playing

[AZ @contrarycap5]

@Parida pipedog coded?

[AZ @contrarycap5]

Replies are reminiscent of the first BTC leg down in Jan-22

[Citrini @citrini]

The regime shift means it’s going to be very easy for investors to get burnt applying frameworks that worked for the first part of the cycle to the next.

Our 10th State of the Themes is about how we intend to avoid that.

https://t.co/iw4Uet4ICy

[AZ @contrarycap5]

Not just PMF, Polymarket and Kalshi are the fastest growing category since covid, second only to AI

[Tanay Jaipuria @tanayj]

Outside of AI, very few things have with as strong PMF as prediction markets:

• Robinhood: ~$690M run rate in ~18 months after launch
• Coinbase: ~$200M run rate ~9 months after launch

[AZ @contrarycap5]

@0xSisyphus Buy new york real estate, got it

[AZ @contrarycap5]

Heavenly Prison

[AZ @contrarycap5]

@jwmares what was your AHI? sleep apnea is a very large spectrum so most people don't catch it. and are you considering a CPAP?