@TheBiotechBear Plus some of the smartest, most diligent investors I know. Will spend hours talking to management, getting to know them as family men, etc. Wonderful place if you want to do investing, and not “investing” at a MM
@TheBiotechBear I think LOs are underrated. Bespoke and tailored research process where you can spend weeks, days, months even on a single name. Helps to filter out all the day to day noise happening in markets when you have the freedom of deep research and long investment horizons.
Ngl nyc sucks. Insane mental claustrophobia of living in a dense and urban human rollercoaster giegenpress. Need vast open spaces of nature to walk and listen to musics
Unfortunately SF publics seats are…um…gg
i'd look for more Voyage attach rest of fy27...doing the technical diligence on the "undisclosed" wink wink customers shows several new Voyage X Atlas products in prod or A/B stage
$MDB more room to run v/s $SNOW $DDOG imo. Makes a lot of sense that the latter two benefit first with telemetry, logs, analytics, model eval data, etc. needed in the prototyping stage. Now in production / deployment, $MDB operational database becomes mission crit
Callback mgmt said that Atlas strength = core enterprise workloads with use cases at prototyping stage for AI natives and frontier labs. Makes a lot of sense that we see meaningful torque in Atlas rev accel
$SPCX S-1 initial thoughts and read-throughs:
Dominant cost per token = f(hardware cost, energy cost, deployment speed), with AI economics constrained currently by power, TTG, cooling, construction lead times, chip supply, etc.