Ryan Markus

a kid from Fort Collins, Colorado

[Ryan Markus @RyanMarkus]

@taobanker similar polarized strategy argument could be said about 47

[Ryan Markus @RyanMarkus]

@garrytan @alexandr_wang You were pretty bearish META/GOOG in recent naval podcast - does this change your mind?

[Ryan Markus @RyanMarkus]

@ContrarianCurse I agree but does today’s data point really make you change your mind? They’ve been on this trajectory

[Ryan Markus @RyanMarkus]

@DoomDotOrg @edzitron 🎯

[Ryan Markus @RyanMarkus]

https://t.co/3bLSmeczlV

[Ryan Markus @RyanMarkus]

So many (mids) hate on these guys

Hard to listen to this conversation and not come away fired up to build the greatest life of all time

Thanks for inspiring the next generation! I appreciate you @chamath @Jason

[Ryan Markus @RyanMarkus]

@ContrarianCurse Cmon this was right after nov 2022 ChatGPT moment

[Ryan Markus @RyanMarkus]

@TMTLongShort Hopefully there is no AI Little Saint James

[Ryan Markus @RyanMarkus]

@TMTLongShort Love your stuff, genuinely have broadened and deepened my worldview, grateful you exist

Do you ever smell the roses? Hug your family? Do you do any regular shit?

Respectfully 🫡 ❤️

[Ryan Markus @RyanMarkus]

@Midnight_Captl @DharmilMehta777 So true. I wish we could do better than “good not great”

would love a clear number on NVDA’s 2nd derivative rate of technological progress vs. Broadcom/hyperscaler ASIC complex as a leading indicator of market share in 2-3 years time.

I’m sure NVDA has this internally

[Ryan Markus @RyanMarkus]

@Midnight_Captl @_ItsmeJJ_9 😂😂true, not sexy but like thanos, inevitable

[Ryan Markus @RyanMarkus]

@TMTLongShort Is there anything that hasn’t held up since he released in June 2024? Would love to hear him on dwarkesh for a p2…wonder what he has changed his mind on since then?

[Ryan Markus @RyanMarkus]

@bubbleboi Leopold but you actual interface with the public

[Ryan Markus @RyanMarkus]

@Midnight_Captl *not counting CS

[Ryan Markus @RyanMarkus]

@Midnight_Captl Who captures the economic value in this world? (not consumer surplus) What % does NVDA/infra layers capture?

[Ryan Markus @RyanMarkus]

@BoringBiz_ We could be *that* cooked

[Ryan Markus @RyanMarkus]

@TMTLongShort Elite reference

[Ryan Markus @RyanMarkus]

@RHouseResearch Have you listened to 20VC recently? Very high quality

[Ryan Markus @RyanMarkus]

@bubbleboi So true