Moritz Maria Thoma

providing vertically integrated compute @

[Moritz Maria Thoma @morimatho]

@teknium @martin_casado Deepseeks referral traffic is virtually the same as ChatGPT

[Moritz Maria Thoma @morimatho]

@patio11 @moseskagan I like that. Thanks 🙏

[Moritz Maria Thoma @morimatho]

@fchollet What data supports this statement?

[Moritz Maria Thoma @morimatho]

@Upper20sStCap @patio11 @zachweinberg Great idea!

[Moritz Maria Thoma @morimatho]

@ErikKaiser Happy New Year, so happy you made it. Enjoy the alps

[Moritz Maria Thoma @morimatho]

@paulswaney3 Thank you sir! Appreciate your content!!

[Moritz Maria Thoma @morimatho]

@paulswaney3 Was the deck shared already?

[Moritz Maria Thoma @morimatho]

@Upper20sStCap Yeah, 100%. Probably sth simple along the lines of returning users (based on a clickstream data, ie user traffic panel), multiplied by cost per user (scraped off homepage) minus employees on LinkedIn.

[Moritz Maria Thoma @morimatho]

@packyM Happened to me the other day. Apple took two days to restore access to my email. They walked me thru the process, happy to help out.

[Moritz Maria Thoma @morimatho]

@Altimor 🐱✌️

[Moritz Maria Thoma @morimatho]

@quantian1 Started following after the epic Epstein thread btw.

[Moritz Maria Thoma @morimatho]

@quantian1 Thanks. Excited to read more. Love your analyses and takes.

[Moritz Maria Thoma @morimatho]

@realEstateTrent @typesfast I didn’t know you could do these posts lol

[Moritz Maria Thoma @morimatho]

@buccocapital Guilty and considered unfollowing but liked his stuff on monetary policy

[Moritz Maria Thoma @morimatho]

@realEstateTrent Federal judges now seem to agree to that statement.

[Moritz Maria Thoma @morimatho]

@ErikKaiser Apologies, I missed your kind reply. I understand and don’t get the feeling that you’re elevating yourself above anyone. I simply wanted to point out that there’s a certain dimension to “look, another 10k sweater ruined” that’s worth considering. Thanks for all your content 🙏

[Moritz Maria Thoma @morimatho]

@chamath Thx but Ill wait until the price of this new thing you’re advertising drops 95%. Won’t be too long!

[Moritz Maria Thoma @morimatho]

@Molson_Hart That’s just amazingly raw and fun to watch. Never in my life would I have dared to built a warehouse with your lack of knowhow and I truly wish for this to be the start of big success for you in that field because I believe in the power of doing stuff even without much background