Imad Elyafi

[Imad Elyafi @eelyafi]

@mukund What about him missing almost all his statements/promises and lately only 19% are true and the rate is declining?

[Imad Elyafi @eelyafi]

@mukund Do you mind explain? Why better than Goog or similar?

[Imad Elyafi @eelyafi]

@RihardJarc Are hyperscalers prepared? Or completely blind? How about architecture where the main model delegates tasks to smaller specialized models ? Thus reducing costs and being able to tackle almost any type of task

[Imad Elyafi @eelyafi]

@StockMarketNerd It’s actually very bullish for $ABNB. He is not going to be the CEO of that AI Lab but ABNB will get all the benefits

[Imad Elyafi @eelyafi]

@mukund No corruption?

[Imad Elyafi @eelyafi]

@RihardJarc The market is scared of over spend on compute. But hyperscalers are willing to spend even more. It looks like there is a complete miscalculation of estimates on one side or another. I doubt Google is doing something dumb

[Imad Elyafi @eelyafi]

@mukund Between the lines people are asking for more efficiency and less corruption. We pay to many different taxes but the money are wasted

[Imad Elyafi @eelyafi]

@gurgavin What do you mean? Many AI startups are making a ton of $$$

[Imad Elyafi @eelyafi]

@RihardJarc You are one of a few investors I know on Twitter who also understands technology deep enough. Not only biz side. Huge respect

[Imad Elyafi @eelyafi]

@ReneSellmann And you say BRK bought it too late. Google is just starting

[Imad Elyafi @eelyafi]

@mukund Because it’s a bs past to attract attention

[Imad Elyafi @eelyafi]

@ReneSellmann It’s a different biz now

[Imad Elyafi @eelyafi]

@ReneSellmann @FromValue You don’t think Google is one of the best companies to invest in? Why?

[Imad Elyafi @eelyafi]

@mukund @AnthropicAI Anthropic can say whatever they want. Many of these SPVs don’t even own the shares. They own a part of a fund that LEGALLY owns the shares. I doubt Anthropic can do much in this case

[Imad Elyafi @eelyafi]

@StockMarketNerd @TrendSpider No😂 just joking

[Imad Elyafi @eelyafi]

@StockMarketNerd @TrendSpider You were very long on PYPL

[Imad Elyafi @eelyafi]

@GergelyOrosz CAP theorem?

[Imad Elyafi @eelyafi]

@ecommerceshares His net worth is around 1b and mostly tight to TTD stock. So buying 100 mil at around 23-24$ is a huge move. Rarely seen. Agree that the company is in downfall