Paul Weiskopf

[Paul Weiskopf @pweiskopf]

@Alex_Danco Not new. 2000 bust saw WorldCom, Global Crossing, Exodus, many more commodity service providers, and the Sun servers from startups carved up for dimes on the dollar.

[Paul Weiskopf @pweiskopf]

@nwagoner “Clerical error”. The cover up is worse than the crime.

[Paul Weiskopf @pweiskopf]

@Bartek27305587 @dalibali2 Monitor token pricing

[Paul Weiskopf @pweiskopf]

@dalibali2 The bet is they can continue to generate ROIC at that level. Given emerging pricing trends, that is far from a safe bet. TBD

[Paul Weiskopf @pweiskopf]

@buccocapital Strategic embrace of Open Source is a decades old play & often times has been the basis of successful sling slotting into industry leadership position. Google with Android, Chrome, Transformer; Microsoft with Linux on Azure, Gitlab, Oracle with MySQL, etc. Think broader than LLMs

[Paul Weiskopf @pweiskopf]

@Kellblog Not the first time this has been done. Most recently, shell of Wish (ContextLogic) did it https://t.co/as4wgdZvlM. Other examples include, Washington Mutual, Par Petroleum and Kingsway Financial

[Paul Weiskopf @pweiskopf]

@GaryMarcus Frontier models are designed to optimize, and will cheat to do it if necessary. Only a foolish user trusts it to operate “ethically”. Protect yourself using a harness, hard network isolation, ephemeral environments, robust monitoring, and token limits. https://t.co/jFLUa8GsEl

[Paul Weiskopf @pweiskopf]

@Kellblog Many reasons, top would be a) It takes discipline to lay out a plan based on declared assumptions which can be monitored (and therefore questioned), b) the pace of change in markets has accelerated significantly (plans can become obsolete before being broadly communicated)

[Paul Weiskopf @pweiskopf]

@AleResnik Terrible take. There is a difference between being disappointed and motivated by a defeat, and being a disgraceful cheater.

[Paul Weiskopf @pweiskopf]

@EconTalker This is how Argentina plays and FIFA allowed them to get away with it from the 1st game (no card for what should be a red card offense). Spain is a far superior team and the deserved winner. Argentina overachieved based on grit, some Messi magic & very favorable officiating.

[Paul Weiskopf @pweiskopf]

@SimonTuffen @Lawton_Times That mistake is on your FA, ask them.

[Paul Weiskopf @pweiskopf]

@dalibali2 Antitrust is the issue. Entities which could more effectively monetize the ~600M Pinterest MAU would not get approval. With PayPal, competition from Banks, VISA, MC make it doable.

[Paul Weiskopf @pweiskopf]

@ATabarrok @auren No, because you are required to document reasons, and direct observation plus in person performance plan discussions are hard to do remotely

[Paul Weiskopf @pweiskopf]

@holgermu @HKane You are confused. Kane was getting zero service.
When that happens he drops back to help break the press and initiate attacks (exactly how they scored). That is how he has always played.

[Paul Weiskopf @pweiskopf]

@JEluemunor Do you watch NBA games? Shai, Lebron, Harden, etc go down after most of their shot attempts.

[Paul Weiskopf @pweiskopf]

@phl43 That was shambolic by Le Bleus, given the talent on the pitch. The gap between French ego vs performance was only previously matched in the 1940 Battle of France.

[Paul Weiskopf @pweiskopf]

@nntaleb Canaanites were before both

[Paul Weiskopf @pweiskopf]

@MParekh @howardlindzon @satyanadella @Stocktwits @OpenAI @AnthropicAI @SquawkCNBC @andrewrsorkin Pragmatic business decision, as Enterprise customers are looking for reassurance and are what butters $MSFT bread. AI Labs are looking to steal TAM from ISVs like Microsoft, while still being dependent upon Azure to train and run their models.