@Indian_Bronson@paulg@waitbutwhy ib has a very well articulated perspective, I agree with him. Tucker's *public discourse* is a function of what his audience wants to hear, and although he is capable of critical thought and certainly knows better, it pays him to not act better, and so he doesn't.
@neildecrypt@Argyle_Golf @a__douris @SutterlinDan@mexiterror@IamScottlarson I fully understand what you’re saying. As someone who sets comp for analysts in New York at a large asset manager, I can guarantee you it is not standard and that the top performers are nearly 2x median.
@neildecrypt@Argyle_Golf @a__douris @SutterlinDan@mexiterror@IamScottlarson Helping to elucidate the point for you since you appear to have missed it completely. You’re probably right about analyst role though. Salaries may be standardized but bonuses are not and again, since you missed it (which you are doing a lot) it is TOTAL COMP
@michaelpatron0 People aren't taking Amazon's side - I think a lot of people, PARTICULARLY with the benefit of hindsight, are just saying that Amazon absolutely ripping you face off was an obvious outcome.
@michaelpatron0 Respectfully, given the relationship with Amazon this not building a business in the traditional sense. I'd characterize the relationship as being a supplier to Amazon, where they view and treat you like their customer. Effectively you're consumer, and Amazon sole producer.
@moseskagan Datacenter Investments - buying, developing, selling, operating from a portfolio perspective (as opposed to on-site). 8 years exp. in similar roles at large PE firms and looking to relocate from Florida. Also open to datacenter adjacent, i.e. cell towers, fiber, etc
@garpcapital I'd agree although more recently I'm seeing the trend reverse and companies move their workloads back onto colocation and off the public cloud.
@garpcapital ...and same could become true for ChatGPT once they transition to a consumption-based model. Heavy users will have an economic incentive to go private LLM
@garpcapital Private Cloud is very prevalent amongst large enterprises - FedEx, Ebay, Dell, PayPal all run their own Private Clouds alongside their Public Cloud workloads. For Private Cloud the rationale comes down to cost at higher workload intensity levels...