Google has now added over $3 trillion to its market cap in the ~2 years since “Boob Shirt Guy” asked Sergey Brin about Woke Gemini images while having a foot long Subway Cold Cut Trio for lunch.
@evrgn11112231@racetrack275 He’s clearly focused on the short term. But you are tweeting as if you are also focused on the short term…
PS I’m also long META
$AMZN CEO: Memory inflation is pushing enterprises toward the cloud
“One of the interesting things that we see right now with the change in price and in supply on things like memory is that it is a further impetus pushing companies who have on-premises infrastructure into the cloud. And it's because, in meaningful part, these suppliers are prioritizing their very largest customers, which cloud providers are.”
Pulse check that we’ve gone from: 1) search getting disrupted by ChatGPT, 2) actually no Gemini/Google is winning, 3) actually no Claude is winning (Microsoft, ChatGPT fucked) and now seemingly 4) wait no Claude has no capacity and actually Dario sucks too
First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium.
Why does Anthropic use TPUs and Trainium?
Jensen: "Anthropic is a unique instance, not a trend"
I really got to tip my hat to @dwarkesh_sp; he is one of the rare interviewers who first gets extremely well-prepared for an interview and, secondly, is true to his viewers more than the guests and asks tough questions, even though the interviewee might not like that.
@CCM_Brett $META is great at one thing, and it prints money like no other: [the thing they've invested billions in]
...worst capital allocators...
What? That makes no sense.
@junkbondanalyst Yes, he negotiated it, and he’s owed that money. No dispute. That said, it was a bad deal for shareholders. He didn’t deliver commensurate value