Heem.cap

[Heem.cap @heem_capital]

@LexnLin Meituan

[Heem.cap @heem_capital]

@zephyr_z9 @SanDisk They used an explicit token size assumption (think 10-100 KB per token)

[Heem.cap @heem_capital]

@bubbleboi Is this not just China traffic routed through VPN?

[Heem.cap @heem_capital]

@neil_shah How do you estimate the price Apple is paying for memory and storage? I thought they were getting much more favorable terms than these suggest.

[Heem.cap @heem_capital]

@jukan05 @EdwardDiGi Is there any evidence this was actually the case this quarter?

[Heem.cap @heem_capital]

@bubbleboi ??? Kimi has MLA layers and that grows linearly with context with more bytes per token than V4 — sure they could increase the KDA layer ratio but do you really think they can reason over a 10M context window with just a bunch of fixed state tables?

[Heem.cap @heem_capital]

@firstadopter Lowkey incredible deals here

[Heem.cap @heem_capital]

@philipkiely Are you offloading context to SSD as part of your Dynamo implementation? Or is do latency/bandwidth penalties make that prohibitive?

[Heem.cap @heem_capital]

@R_and_Invest HDD hasn’t started taking price yet. Memory is already close to peak (but duration could be just fine). Different points in the cycle

[Heem.cap @heem_capital]

@wogaam @Kalshi @kalshidata What are exotics?

[Heem.cap @heem_capital]

@partners_road And if my grandma had wheels she’d be a bicycle

[Heem.cap @heem_capital]

@trengriffin Ligma

[Heem.cap @heem_capital]

@SleepwellCap Luxury por favor!

[Heem.cap @heem_capital]

@SouthernValue95 Good points + a key diff w GOOG is they have 2 great assets (YT and Cloud) that are already meaningful % of mkt cap and are past the worst of the investment j curve. DIS had parks as a ballast but that got muddled by the Fox deal (as u mention) and covid

[Heem.cap @heem_capital]

Think this is the right comparison re Google Search and linear TV.

Will try to expand on this in a post but imo there’s a strong arg to be made that G Search is cable 2.0. And that’s not nec a bad thing for $GOOG stock

[SouthernValue @SouthernValue95]

"Eddy Cue said searches in $AAPL's browser fell for the first time in April."

Feels like $GOOG's equivalent of when $DIS reported ESPNs first subscriber decline in 2015.

Ironically $DIS has been flat for a decade since that moment, but is +10% today after delivery a major proof point that they've crossed the chasm of linear disruption.

[Heem.cap @heem_capital]

https://t.co/e92SVM1zY8

[Heem.cap @heem_capital]

Lazard’s Geopolitics of Supply Chains (Aug 2024). Probably worth reviewing in this day and age. L!nk in comments.

[Heem.cap @heem_capital]

@AduenamCap Most crowded alt, biggest unwind. Major fundraising cycle inflight at a time when denominator effect couple become relevant again

[Heem.cap @heem_capital]

@fundam_inv 25% churn on a 100% price increase!