Hemingway Capital

Global Tech investor. definitely not important and definitely not investment advice.

[Hemingway Capital @lfg_cap]

we live in a simulation hence all of life as we know it - is just *code*

stop calling “coding” a penetrated market

forest from the trees

[Adam Singer @AdamSinger]

Regular reminder the DSA is profoundly evil. Its platform is fundamentally hostile to the principles that made the West successful: private property, free enterprise, individual liberty, limited gov, constitutional institutions and the rule of law. Supporting it is anti-American

[Hemingway Capital @lfg_cap]

I was told there was a compute glut

[Annie Hage @annie_hage]

Happy Monday! The H100 forward curve just flipped into contango.

For the first time since Ornn started tracking it, the 6-month term is pricing over the 1-month.

Do we think this is a trend or a blip?

[Hemingway Capital @lfg_cap]

Sick

[Hemingway Capital @lfg_cap]

Yes

[Hemingway Capital @lfg_cap]

@OnodaCapital Scamath

[Hemingway Capital @lfg_cap]

Yep

[TMT Jack @TMT_Jack_]

Funny thing about the whole AI debate: the losers are losers no matter what happens to the labs. Yet they keep going up. A gift to anyone with duration

[Hemingway Capital @lfg_cap]

lol

[Elon Musk @elonmusk]

Guess my election-interfering space lasers didn’t work this time 🤷‍♂️

[Hemingway Capital @lfg_cap]

Yes

[Hemingway Capital @lfg_cap]

@PythiaR Yeah sad

[Hemingway Capital @lfg_cap]

@OnodaCapital @MidwestHedgie Didn’t know their game

[S-Curve Capital @S_curvecap]

Agentic commerce will have way more ramps & drops than what most ppl are expecting.

Very easy equally to dismiss as a low adoption category or hand-wave some gigabrain TAM math but one of those situations where imo bulls will be right, will just be a slow crawl in NT.

[Hemingway Capital @lfg_cap]

it is quite funny that Astra sucks at UI/UX vs. Opus/Fable - yet can it generate insanely good and simple visuals that capture complexity using "create an image"...

don't you dare ask it to UI audit tho!

[Hemingway Capital @lfg_cap]

Yes.

[Hemingway Capital @lfg_cap]

Look at the GMs dude. I guess biceps have no brain, including Jensen’s

[Jensen's Bicep @BillyTheKid_59]

$ANT S-1/A: ~$600M of Q3 revenue lost to price cuts + discounts. Bulls will say Jevons, but they were buying $5B of premium spot compute just to meet demand. And the 20% Opus 5.5 price cut launched Sep 22. Q3 ended Sep 30, so Q3 barely felt it. Q4 gets the full quarter of lower prices.

[Hemingway Capital @lfg_cap]

Paul was pretty OG and had good posts.

Now he’s become Abe

[Paul Enright @pmje73]

A simple example of this is a generation of kids have grown up never getting lost. They use Waze or Maps to get where they are going whether it’s in a car or walking around a city. Getting lost and figuring out how to find your way is a small but useful skill. It can heighten your sense of awareness and understanding of your surroundings. It’s but a very small example of all the ways one could come to rely on AI to do things for us that we should do ourselves. There are all sorts of fears about AI dystopia but the biggest tangible and realistic fear is the accumulation of all sorts of cognitive debt. I often wonder whether AI isn’t the ultimate test and opportunity to choose wisely how to use AI to remove frictions we were never intended to experience in the first place, but not more, and provide the space and time to learn and do things with greater meaning.

[Hemingway Capital @lfg_cap]

So unreal you’d think it’s AI. rip.

[Mario Nawfal @MarioNawfal]

One of the most startling images I've ever seen...

Writer: Michael

[Hemingway Capital @lfg_cap]

I guess that’s why Americans aren’t rioting in the streets yet.

[Hemingway Capital @lfg_cap]

Every1 hates high prices.

Whats worse? High prices without wage growth.

[Hemingway Capital @lfg_cap]

@WaterworldCapi1