Oli

TMT PM

[Oli @sleepy_oli]

@sszcw 为什么几千年都是这个循环，因为到现在还有人觉得皇帝都是好的😅

[Oli @sleepy_oli]

@SouthernValue95 It's hard not to think about share loss as 1st question for your competitor's call like this:

"Given that you have some confidence that the market share will continue to expand. Can you potentially be the majority source within this larger customer when it comes to 2028, 2029.."

[Oli @sleepy_oli]

@_balaji_km It would be better if Uber can provide a detailed GAAP to Non-GAAP model. Like how COGS/S&M/G&A adjusted accordingly.

[Oli @sleepy_oli]

@insane_analyst So this is good for $SOI too?

[Oli @sleepy_oli]

@zoomq 杂鱼够多，总归斩杀的就多？

[Oli @sleepy_oli]

@zhewangcn @bboczeng OpenRouter的每月处理token量是能查到的，全中国/字节/谷歌 这几个截面的token量也是有公开数据的

[Oli @sleepy_oli]

@insane_analyst $LITE

[Oli @sleepy_oli]

@insane_analyst how about $VICR as they sounds very bullish on earnings?

[Oli @sleepy_oli]

@zephyr_z9 $SITM ？

[Oli @sleepy_oli]

@illyquid welcome to 成都

[Oli @sleepy_oli]

@fi56622380 @jukan05 这会对传统云计算服务是正面吗？因为想起来传统云计算服务很多都是cpu驱动的workload

[Oli @sleepy_oli]

@FundaAI it looks amazing!

I guess its time for me to give up my vibe investing...lol

[Oli @sleepy_oli]

@zephyr_z9 Is this token share or spending share?

[Oli @sleepy_oli]

@lovelycake 老登版的牢A

[Oli @sleepy_oli]

@sama 1.What safeguards prevent OpenAI models from being used for mass surveillance or autonomous lethal systems?

2.Given the timing, why move so quickly on a defense contract instead of setting industry red lines?

[Oli @sleepy_oli]

@Suke_Meu @dotey 好奇这样的话中转站怎么赚钱呢

[Oli @sleepy_oli]

@TheDriller11 where are the source btw?

[Oli @sleepy_oli]

@buccocapital how about $AAPL & $MDB

[Oli @sleepy_oli]

@Ling20221028 @nanfeili 你川给克林顿口的时候确实实干。人家讲了这么多硬是一句话没听进去