Pierre

[Pierre @pchassaing]

@BradMunchen Honestly the cost of mobile plans in the US is outrageous, and it's ripe for disruption. In other markets where a new entrant came to break into an existing oligopoly, the race to the bottom was devastating for incumbents.

[Pierre @pchassaing]

@joecarlsonshow Windows is no longer the cash cow it used to be though, and Linux completely dominates in term of installations (thanks to phones, servers and embedded).

Also there's very little switching costs for LLMs, unlike with an OS where it's enormous.

[Pierre @pchassaing]

Steve Eisman makes a lot of good points here. Though I'd disagree on AI agents disrupting $BKNG and such.

https://t.co/WFwDv04Y5F

[Pierre @pchassaing]

@democrateinconu Ca se fait pas mal à Singapour aussi. La location pour quelques heures est autour de 3000 €.

[Pierre @pchassaing]

@HertzienBaracca @Jaeger_bombe Trop impopulaire même pour ce sub

[Pierre @pchassaing]

@HacheurC @quatremer CDG est franchement à la ramasse comparé aux aéroports dont on parle ici. Terminaux alambiqués et mal connectés, manque de lounges, peu d'offre de restauration, halls, douanes et ascenseurs bondés, desserte mal fichue pour les VTC, etc.

[Pierre @pchassaing]

@ChicagoBoyFR Le taux marginal y est à 24% et non 14%. Ceci dit dans la plupart des cas pas de taxation sur les revenus du capital, ou les revenus de source étrangère
https://t.co/wtgSaiTSL3

[Pierre @pchassaing]

This is probably one of the most critical question in today's market: "Nobody knows what a used GPU cluster is worth"
https://t.co/F1rsQWAUtJ

[Pierre @pchassaing]

Not entirely sold on the 2008-2026 analogy but a lot of sound points on the accounting shenanigans of the AI infrastructure world.

https://t.co/9LlNa2yEo0

[Pierre @pchassaing]

@gchampeau Mélenchon lui même dit qu'il est anticapitaliste et que LFI est collectiviste. Qui croire, vous ou le chef du parti ?

[Pierre @pchassaing]

Good read
https://t.co/599Hfoqu4X

[Pierre @pchassaing]

@chrishacken @ZacksJerryRig What do you think "Safety monitor in the engineering vehicle" means here exactly?

[Pierre @pchassaing]

@felix_hubert Zucman ne sait apparemment pas que Singapour a une grosse et réelle industrie pétrolière et que la Suisse est historiquement un centre de trading de commodités important et tout aussi réel.

[Rob Henderson @robkhenderson]

"Degrowth is the ultimate luxury belief...These are people who already have high incomes, comfortable apartments, generous healthcare and pensions and whose ideas would pull up the ladder on billions of poor people." https://t.co/On3hFp90Vn

[Pierre @pchassaing]

Well no wonder the stock is tanking
https://t.co/rRhJJY3c6s

[Reuters @Reuters]

Before Tesla’s public displays of its autonomous capability, including a robotaxi pilot in Texas, staffers mapped routes and trained the software on specific hazards to make the self-driving technology appear more capable than it really is https://t.co/Zkh01RrR8d @specialreports

[Pierre @pchassaing]

@MichaelAArouet @__nikskip__ Same as every other conspiracy theorists: dumb people feeling intelligent because they believe differently than the mainstream, which tells them that Russia sucks (which it does by any objective measure)

[Pierre @pchassaing]

https://t.co/nHb9gkmRT6

[Pierre @pchassaing]

@evantindell The French legal system is completely overwhelmed, it takes many years for cases to get to trial (and if there's some appeals up the system, this can take well over a decade)

[Pierre @pchassaing]

@JulienTechInvst Les gérants ont des obligations sur la composition de leur portefeuille (diversification en particulier), ce qui fait que les plus grosses caps mondiales vont forcément être sous-représentées.