@CPATaxTeam@MasonEmmel Talked to one MS guy about financial planning/ how they approach and their response was “besides investment management and outlining their balance sheet, clients don’t need much more from us” which was pretty shocking initially
@SixSigmaCapital Bullish for the next two years imo- validates the capabilities and need to expand commute. TBD after on who is elected. Certainly opens the door for a lot more intervention and regulation down the road
@TMTLongShort has great read on it imo
@Midnight_Captl Is there really any expectation to see any free cashflow over the next three years by shareholders though? I get the capex is exhausting, but still very much feels like an arms race to grow intelligence as fast as compute will allow and see topline growth
@RachelVT42@drgurner@peter_szilagyi I don't think they're actually cutting it out entirely, just setting up a separate vertical for science specific work at the enterprise level. Less than ideal for public access, but is the take that makes the most sense to me right now.