@ContrarianCurse I mean, capex is up a ton already, so exponential from here is what, >100% of 2027 revs?
Itโs possible, but I assume youโd see either: (a)ROAS through the roof or (b)significant consumer adoption of a Meta LLM, both of which should lead to significantly higher operating profit?
@nachkari In my view, open models feel like they reached their โOpus 4.5 momentโ in the last month or so.
Can now constantly reach for them in certain use cases, especially simple coding / data visualization use cases against large databases. Way better at instruction following too.
What everyday products we take for granted today didnโt exist the last time a Canadian team won the Stanley Cup.
That was 1993. The Montreal Canadiens defeated the Los Angeles Kings for their 24th title. No Canadian club has lifted the Cup since.
Consider these fixtures of everyday life that only came along in the years that followed:
๐ฑ Smartphones. The iPhone arrived in 2007.
๐ Google search. Beta tested in 1998.
๐พ USB flash drives. Introduced in 1999.
๐งน Swiffer mops. Debuted in 1999.
๐ต Frappuccinos. Starbucks launched them in 1995.
๐ Air fryers. Popularized in the mid-2000s.
๐งด Febreze. Hit shelves in 1996.
๐ฟ Streaming services. Netflix shifted to video in 2007.
What products would you add to this list? Please weigh in below.
#StanleyCup #NHLPlayoffs #Innovation #BringTheCupHome
Two years ago SBF wrote a thread on bet size and Kelly betting.
I questioned him on it. He engaged with me.
Letโs take a look at this thread and SBFโs views on bet sizing in light of the events with FTX and Alameda this week.
The disparity between the number of companies/mgmts/boards that BELIEVE they have earned the right to invest ~undisturbed through a slowdown, vs the number that have actually earned that right, is astounding