Patrick Saner

[Patrick Saner @patrick_saner]

@TheStalwart Was thinking about something similar. How are you abel to differnetiate a great and an ok product when everything looks the same? Sure, eventual user adoption etc but how do you tell ex-ante?

[Patrick Saner @patrick_saner]

@TheStalwart If you look at generalized analysis from
eg Artificial Analysis it does seem like they are cheaper on a like-for-like basis.

[Patrick Saner @patrick_saner]

This is inevitable. Open weight AI models cost a fraction of the US SOTA models and have crossed the rubicon in terms of ability. They are great and very capable alternatives. Pbly won't bode well for AI related earnings outlooks.

[Patrick Saner @patrick_saner]

@TheStalwart I feel like there is a question behind this question... So what is it, Joe? ;)

[Patrick Saner @patrick_saner]

@TexasOncologist @AdamBLiv You certainly need a wizard if the math doesn't math

[Patrick Saner @patrick_saner]

@deerpointmacro You are posting a non Refinitiv chart?!?

[Patrick Saner @patrick_saner]

@Dcpcooks Note the grandiose Swiss flag there 👀

[Patrick Saner @patrick_saner]

@TXMCtrades "Digital credit" though

[Patrick Saner @patrick_saner]

@benjamincowen @ITC_Crypto 🥹

[Patrick Saner @patrick_saner]

@TXMCtrades Every altcoin except for my altcoin

[Patrick Saner @patrick_saner]

Credit spreads are super tight and default rates pretty low, but the share of distressed exchanges continues to climb.

Kick the can down the road type of approach.

[Patrick Saner @patrick_saner]

"The market typically underestimates the Fed ... The data supports the notion "when the Fed goes, it goes"".

- Simon Penn, UBS

[Patrick Saner @patrick_saner]

@Mayhem4Markets It's so bad.

[Patrick Saner @patrick_saner]

@BlacklionCTA That sweet sweet taste of carry

[Patrick Saner @patrick_saner]

I thought the purpose of BTC was to HODL?

CC @TXMCtrades

[Patrick Saner @patrick_saner]

If Zverev plays like this he isn't gonna win Roland Garros.

[Patrick Saner @patrick_saner]

Phenomenal game. Wow

[Patrick Saner @patrick_saner]

Djokovic - Fonseca

Hell of an atmosphere. Going the distance

[Patrick Saner @patrick_saner]

Bonjour 👀