@chamath Agree with this as a big part of what’s happening but there IS also a temporal part ... it’s called the WAR! And/or fear about impending consumer slowdown due to higher gas prices. I think it’s a combo of all of the above.
@BillAckman@X Massive prayers for your daughter, I hope she makes a full recovery 🙏. As for the rest of it, maybe this is payback for you being a massive trump sycophant. This employee sounds awful but honestly not as bad as you have turned into as a person in the past year.
@chamath I think they can both be explained by the same thing. Market is telling you hyperscaler current capex spend is unsustainable. Fcf pretty misleading metric for them right now, on earnings they have all gotten a lot cheaper (except aapl). The truth lies somewhere in the middle.
@LockyLockerson The irony of the guy who hooked and held twice earlier in the game and they wouldn’t call the second one because that would have kicked him out making the game winning tip is so rich
@GavinSBaker It would be fascinating to know if the chart on the left is more due to top 10% of existing mature companies getting more efficient or if it's because of AI startups themselves growing at levels that are unprecedented and not needing employees to do so
@rotoworld_fb how about firing washed ass chip for throwing the ball to bowers ONE TIME last night! credited with 3 targets, 2 of them were throwaways.