ElevenCap

Amateur investor and run a SMB Shtico.

[ElevenCap @elevencapi]

@PythiaR @Nd172557208 Ngl, converting capital to antimatter is a great slogan for spaceX.

[ElevenCap @elevencapi]

@paulg AI writing will probably also get worse right? Trained on AI generated slop.

[ElevenCap @elevencapi]

@bgurley I dont think they actually want government protection, its to discourage any enterprise adoption. Stopping the attacks could also slow that ARR.

[ElevenCap @elevencapi]

Memory and chips probably blowing up the trade deficit?

[*Walter Bloomberg @DeItaone]

U.S. TRADE DEFICIT WIDENS SHARPLY

The U.S. goods trade deficit widened to $105.8B in May, far worse than the $85B expected.

Imports jumped 3.6% while exports fell 5.4%.

Wholesale inventories rose 0.3%, below forecasts, while retail inventories increased 0.6%, slightly above expectations.

[ElevenCap @elevencapi]

Google should prioritize opensource models that call upon Gemini and Google Search. They need to repeat the Android playbook and their hugely successful history of open source software. They will own the enterprise market. Gemma is a very promising start, but I think they need to go for larger opensource ones that outcompete the chinese options.

[ElevenCap @elevencapi]

@F_Compounders Where is this from?

[ElevenCap @elevencapi]

@puppyeh1 Its not good, but they also have no choice? “Bad for google” would imply that they are harming themselves.

[ElevenCap @elevencapi]

Apple is unhappy a hardware company is price gouging because they can. Anthropic is unhappy that a model co is training on their data.

[ElevenCap @elevencapi]

@SixSigmaCapital They have no choice. If they did they wouldnt be in this mess. Only Meta took this path by choice.

[ElevenCap @elevencapi]

The dumbest take on memory is that the hyperscalers can just cut capex. This is not the fucking metaverse on some web 3 bullshit. If you lose market share or worse arent able to host AI workloads, you are done.

[ElevenCap @elevencapi]

Satya: "We made them dance"

Memory Co's:

[ElevenCap @elevencapi]

@Investor_NICK_ Zuck spent more on the metaverse MU's market cap at that time.

[ElevenCap @elevencapi]

@TravisMrkvicka Some alpha today.

[ElevenCap @elevencapi]

That MU call must be depressing if you’re heavily long the hyperscalers. Selling a commodity at 90% margins (soon) that will be 1/5th the price in 3 years, but you have to buy it or you lose marketshare. And if you own Meta, Zuck doesnt need to be in this capital pissing context but decided to join.

[ElevenCap @elevencapi]

@ConsensusGurus Apple increasing the prices of Macs, everyone will feel the memory squeeze.

[ElevenCap @elevencapi]

Want her to say yes after this week’s action in metals vs memory? Make memories, with memory.

[ElevenCap @elevencapi]

@BhagsNStonks @JDurian14974 That is my point? That meta doesn't need to be in this, so they are the exception, they are doing it because Zuck wants to participate, not because the business needs it.

[ElevenCap @elevencapi]

@rubicon59 Every 2 quarters we have something that is irreplaceable, so yes we got AI models from smart chatbots to breaking into classified systems in about 40 months, but finding a way around your biggest capex item? That is going to last for sure.

[ElevenCap @elevencapi]

@JDurian14974 Unless you’re meta, you cant actually afford to lose market share.

[ElevenCap @elevencapi]

Ok so model companies will have 80% margins, and they’ll use hyperscalers that will have 30% margins, who will then use NVDA and memory makers with 80% margins. And you, as a part of the permanent underclass will lose 80% of your wage.

[ElevenCap @elevencapi]

Apple gonna mogg everyone by being what everyone uses for AI after waiting out the memory cycle.