Serg

BD @ Qualcomm Ventures.

Passionate about innovation, investing, history, health, and the narrow way.

[Serg @sgonza33]

@biotechecon Potentially but they need more financing or a partner. They need to get on with the strategic deal. Their financing has been brutal on LT shareholders.

[Serg @sgonza33]

$NVDA front ran the AI market with years of prior investment in the HW + SW stack. Then they helped create the market when the transformer architecture arrived. $AMD, $QCOM, $INTC, $CRBS, $ARM are benefitting from their leadership.

[Nick Dorsey @Midnight_Captl]

The $AMD event was great! Very exciting product roadmap. I think it’s worth pointing out that most of the roadmap they showcased was put forward by someone else a little while ago *cough cough*, as @SemiAnalysis_ correctly pointed out…

The real list of copied homework is actually much longer. It’s actually so long I have to post it in a separate tweet below because the list maxes out the 𝕏 character limit 😅🧵
$NVDA

[Serg @sgonza33]

@MWeintraubMD Do you mean pemvidutide?

[Chess.com @chesscom]

Attack is the best form of defense. ♟️

[Serg @sgonza33]

@AlbicelesteTalk They've been missing Di Maria badly but still playing like champions. Never give up.

[Serg @sgonza33]

@AccentsSouthern My oh my

[Serg @sgonza33]

@damnang2 Great overview and HBC spotlight.

[FanDuel @FanDuel]

PLEASE LISTEN TO THE TELEMUNDO CALL OF MESSI'S GAME-TYING GOAL 🗣️

#FIFAWorldCup | #Argentina

[Elon Musk @elonmusk]

God Bless America

[Serg @sgonza33]

@adirondackback Agreed but management talked about positioning pemvidutide as a second-line treatment after patients fail on semaglutide. I don't understand why?

[All About Argentina 🛎🇦🇷 @AlbicelesteTalk]

🇦🇷 Argentina brought 500 kilos of meat with them for the whole World Cup, per @leoparadizo

🥩 The meat cuts include:

• Tenderloin
• Ribeye
• New York Strip
• Skirt Steak
• Flank Steak
• Tri-Tip
• Eye of Round
• Beef Short Ribs
• Rump
• Matambre

[Serg @sgonza33]

$QCOM bringing significant HW innovation to the AI datacenter, plus SW innovation with Modular. Powerful combination at exactly the time AI inference TCO is climbing up the ladder of hyperscaler goals to optimize for. High volume inference and power constraints are demanding it.

[Qualcomm @Qualcomm]

Today at #QCOMInvestorDay: Qualcomm Dragonfly debuts with C1000 CPU, AI300 accelerators, data center DSPs and a new near-memory computing architecture: Qualcomm High Bandwidth Compute. Plus, custom silicon for the data center.

Learn moreToday at #QCOMInvestorDay: Qualcomm Dragonfly debuts with C1000 CPU, AI300 accelerators, data center DSPs and a new near-memory computing architecture: Qualcomm High Bandwidth Compute. Plus, custom silicon for the data center.

Learn moreToday at #QCOMInvestorDay: Qualcomm Dragonfly debuts with C1000 CPU, AI300 accelerators, data center DSPs and a new near-memory computing architecture: Qualcomm High Bandwidth Compute. Plus, custom silicon for the data center.

Learn moreToday at #QCOMInvestorDay: Qualcomm Dragonfly debuts with C1000 CPU, AI300 accelerators, data center DSPs and a new near-memory computing architecture: Qualcomm High Bandwidth Compute. Plus, custom silicon for the data center.

Learn moreToday at #QCOMInvestorDay: Qualcomm Dragonfly debuts with C1000 CPU, AI300 accelerators, data center DSPs and a new near-memory computing architecture: Qualcomm High Bandwidth Compute. Plus, custom silicon for the data center.

Learn moreToday at #QCOMInvestorDay: Qualcomm Dragonfly debuts with C1000 CPU, AI300 accelerators, data center DSPs and a new near-memory computing architecture: Qualcomm High Bandwidth Compute. Plus, custom silicon for the data center.

Learn more:

[Serg @sgonza33]

@clattner_llvm @Qualcomm It's been a pleasure to work with you and your team Chris. Saying I'm excited is an understatement. Look forward to this next chapter of Modular-Qualcomm!

[Serg @sgonza33]

QCV portco!

[clem 🤗 @ClementDelangue]

Qualcomm!

[Qualcomm @Qualcomm]

Hardware plus software defines leadership in the AI era. Today we announced an agreement to acquire @Modular, advancing our evolution as a developer-first AI solutions company delivering generative and agentic AI from edge to cloud.

https://t.co/ubijk0zGWj

[Serg @sgonza33]

Underrated point

[Prompter @PromptLLM]

Crazy take from Claude

[Serg @sgonza33]

@failed_drugs @plainyogurt21 https://t.co/F7NMOmNFic

[Michael Albert, MD @MichaelAlbertMD]

Full breakdown: https://t.co/wPrrqfYlXp

[Serg @sgonza33]

@failed_drugs @plainyogurt21 $ALT have publicly commented they're positioning pemvidutide as 2L F2/F3 treatment after semaglutide patients who don't reach full dosages or discontinue altogether. Anticipated to be a sizeable population because of poor tolerability and lack of adherence over time.

[Trung Phan @TrungTPhan]

the World Cup “hydration break” when FIFA expands it to 10 minutes for even more ads:

[Serg @sgonza33]

These also coincide with major technology shifts: internet (2000s), mobile & cloud (2010s), LLMs (2020s)

[COATUE @coatuemgmt]

Chart of the Day - In Collaboration with @OutcastVC:

Innovation waves get credited to new technology. The real trigger is when great talent becomes available to build.

The Talent Mobility Index tracks how freely top tech talent can move in a given year, blending hiring, job change, and AI funding data into a single score.

The AI labs concentrated the best builders in the world and created extraordinary success. Now, as that success matures, some of those builders are stepping out to start what's next.

Source: Data collaboration with Outcast Ventures and Coatue.