belluz

i create, build and solve. tech. business. family.

[belluz @markbelluz]

My growth portfolio rn is simple .. $TSLA + $BTC + $ETH … Equal parts, that’s it. DCA til retirement.

[belluz @markbelluz]

Buy $MSFT. That is the tweet.

[Qualtrim @qualtrim]

Microsoft is now down -33%.

PEG: 1.50x

Here are 5 Microsoft charts you need to see if you're thinking about buying this stock:

1. $MSFT: Revenue v. P/S ratio

[belluz @markbelluz]

@CTOAdvisor @nvidia I’ve never seen a Dell quote less than 60 off. Your point still holds but this alters your assumptions some

[belluz @markbelluz]

@AlexHormozi And then what?

[belluz @markbelluz]

Re: replacement - it’s not that disruptive for many, while others it’s insanely tough.

Example 1 (tough) - 400vm client who if they move from VVF, will have to move from 3tier to hci … and replace their backup app… they have 5 diff server refresh cycles… two san refresh cycles… and 2 backup budgets with different due dates.

Example 2 (easy) - 750vm client w two
VMware and Vxrail clusters Per site, both renewals due at same time…

Just depends on scale, adoption of proximate tech, and how easy it is to line up budgets. The latter is most critical.

[belluz @markbelluz]

@CTOAdvisor @StevenDickens3 Yes it’s exception basis (requires a customer signed affidavit) and the licenses are tied to the box. So not the lead… for those any many other reasons.

[belluz @markbelluz]

I often say “we are in the most abundance time period in humanity” but wanted groks take of my claim is true.

https://t.co/i8w2ir6m9N

[belluz @markbelluz]

@Daniel_Fine_ @Gfilche @elonmusk @Tesla Harming society as a whole

[belluz @markbelluz]

@MikeZillionaire Should be fun

[belluz @markbelluz]

@web4O What are the token specifics?

[belluz @markbelluz]

@AlexHormozi Best post yet

To answer pps - example taught me more than any verbal advice could.

[belluz @markbelluz]

Did a “1 year in… VMware/Broadcom” Blog - take a look and let me know if we should make it a little series.

TLDR - some got ahead of it / were unaffected due to VCF adoption pre-Broadcom, smaller customers and vSphere only customers got slammed

https://t.co/dis0AyZE0W

[belluz @markbelluz]

@cryptonym Thanks for the heads up. Did a bunch of grok tests. Will delete. Don’t know got to just share the one about the book it was great lol.

[belluz @markbelluz]

@dickiebush ***War of art 😂

[belluz @markbelluz]

@dickiebush Thank you. Had Grok summarize the art of war. What an awesome pick. My struggle is picking which work is my most impactful and meaningful. I want to totally dedicate to one area but unsure which one that should be I have many interests and am already over allocated.

[belluz @markbelluz]

@CTOAdvisor Agree w the analysis. But biggest issue is the continued rate of change on foundational tech that customers buy for 5-10 year periods. They aren’t partnering w customers. They are changing the game continuously.

[The Icahnist @TheIcahnist]

The Billion-Dollar Exit

In 2023, VMware was sold to Broadcom for $92 billion.

Silver Lake achieved a 7.3x MOIC on its 2013 fund and 3.1x MOIC on its 2018 fund.

Michael Dell’s personal net worth surged to $60 billion.

(Graphic by FT)

[VMware By Broadcom Sec Response @VMwareSRC]

Today we released a new Moderate Severity VMware Security Advisory. Check out 
https://t.co/LPShLpTSvH  #VMware

[belluz @markbelluz]

@yvessandfort lol. Right.

[Alex Hormozi @AlexHormozi]

Texted this to someone I care about at the end of a long conversation:

“I wanna build and help people and leave the world better than we found it and do it in a way we enjoy with people I enjoy doing it with.”

Pretty much sums it up for me.