HdLM

power game

[HdLM @prevalou]

https://t.co/g24ckiuq3Y

[HdLM @prevalou]

@TheWiseIC Value is what you get vs what you give

[HdLM @prevalou]

@RafikSmati Anthropic divinise l’IA pour faire peur et ralentir la concurrence, notamment open source. Numéro 1 oblige…

[HdLM @prevalou]

@barckcode no MCP, no interest

[HdLM @prevalou]

@MichelBarnier Fier de brader notre électricité au lieu de la transformer nous -même et de faire x100

[HdLM @prevalou]

@RihardJarc And then ? Are they short term minded ?

[HdLM @prevalou]

@Firisis_ With SoftBank, Nebius, BAM, etc. ? Where Will go the margins ?

[HdLM @prevalou]

@tbpn @altcap just justifying the market mood...like Goole disrupted 2/3 years ago

[HdLM @prevalou]

@CCSO228 @FirstSquawk https://t.co/NFt0jjIIb0

[Techmeme @Techmeme]

Mark Zuckerberg tells shareholders that a Meta cloud computing business is "definitely on the table" if it overspends on data centers and has excess capacity (@jonathanvanian / CNBC)

(Visit Techmeme dot com for the link and full context!)

[HdLM @prevalou]

@TidefallCapital one year of CFO, not a big deal and if you have not, the capacity is for someone else

[HdLM @prevalou]

@ThierryBorgeat Rather conventionnal

[HdLM @prevalou]

@fivepointscap Meta keeps its datas in house, Reddit is the choice for the rest of agentic market

[HdLM @prevalou]

@ariaradnia the thesis was agentic acceleration (not anlike Palantir) and it's not for the moment.

[HdLM @prevalou]

@benitoz Token increase productivity per employee

[HdLM @prevalou]

@alc2022 Comparison is not reason

[HdLM @prevalou]

Berkshire long term performance (say 20 years)= S&P 500; that's the increase in market value/share: this market value is propelled by leverage (insurance float-the portfolio is way bigger); so why pay a premium to this market value to get S&P 500 performance as you can buy straight the S&P 500 without premium and insurance risk

[HdLM @prevalou]

@RihardJarc I’m wondering if the real reason was DAP

[HdLM @prevalou]

@TMTMoats margins down, volumes up are better than margins up volumes down