@TheSeaAnalyst It depends on how the coy paces their expansion plan and fills up the occupancy
WeWork was too aggressive, and unit economics were literally unworkable.
Look at Servcorp, Smartworks, Awifs Space
@bgurley 2/2
Outer loop (bolted on):Open-source the data → global researchers build on Agibot's format → new techniques, tools, talent flow back → better models (feeds the inner loop) → bigger fleet → bigger next data release → even more of the world builds on Agibot
@bgurley 1/2
Agibot's loop (open model):
Inner loop: More robots shipped → more real-world data → better models → more useful robots → more customers → more robots shipped
@charliebilello depend on how you look at or want to look at:
ChiNext 50: 25.39% YTD
Global X China Semiconductor ETF: 53.8% YTD
They are not obvious and the usual names
@shaneparrish Yea, listened to the podcast
An impressive, incredible and implausible story!
Did not realise that construction was started before cars and thereafter, ships --- all in 1 lifetime.
@jukan05 Committing Type 2 errors - The blind spots
Awareness. You never looked.
Judgment. You looked, but underestimated.
Conviction. You were right, but didn’t act fully.
Part 3: How Serious Investors Think: Two Errors, One Complete Picture
https://t.co/G4TgzezlTC