@altcap I feel @chamath take is interesting but may be a bit too far, while you are more optimistic @altcap. Yes token cost is high today. Time, adoption & patience will help dilute the cost & value gets pronounced. Matter of time and adoption. Btw who are in this survey?
@SaraEisen@ssankar CTO for palantir, they live & breath on defense projects. What else do you expect him to say. Let's see if he ever goes to the front line of a battle.
@HalftimeReport @ScottWapnerCNBC @GilmanHill @ScottWapnerCNBC when comparing Tesla robotaxi and Uber, I am surprised no one is talking about the little piece in the werobot event where they show a robotic arm cleaning the car suggesting a robotic fleet maintenance vs human + witeless charging! This suggest Tesla go solo!!
@BG2Pod@altcap@bgurley The amount of time you take to study & analyze a topic and share your knowledge eloquently is simply mind blowing. Please, if you can analyze a new topic every week! Your information is rich & fascinating. Even better when you debate like you did on Ai economics..
@dee_bosa Which of this companies can dig deep and long will be interesting to watch. Btw- @dee_bosa with left shoulder nudging forward is usually super confident Dee! Good job as usual.
@SquawkStreet@dee_bosa@davidfaber@WilfredFrost How good was Dee this morning &also in all the tech talk segments in general. She need to be in one of your prime market time action tag teaming with some of the senior @CNBC Great potential, very good with tech & through in her research & analysis. Nice work @dee_bosa
@TashaARK@TechTekedra@Waymo Also is it initial curiosity of newish tech in a tech heavy geography. It will be interesting to know if there is any pattern that will show sustained demand or it's just initial curiosity considering the cost. Can be derived from demography, age distribution of riders?
@DivesTech@sam_vadas @StreetSignsCNBC @MartinSoong@CNBCi This girl @sam_vadas is an too good! Started following CNBC world since yen carry trade unwind in the evenings here in U.S. Now it has bcom my routine. Incredible knowledge on China, anz. She is an all-rounder = to likes of Morgan brennan even Sara eisen. Hope she joins CNBC US!
@GrindeOptions Well that's obvious if Elon don't get distracted and completely loose it. Now If you add another 0 in the end and provide clear reasoning that will be compeling.