Gryff

[Gryff @StefanGryff]

@SixSigmaCapital "fund the AI trade", as though that is their goal. They are integrating vertically to avoid these pricing pressures and to be able to meet demand at lower cost

[Gryff @StefanGryff]

@RagnarRiese @Parisianaes1 Wie kann es sein? Leute in wasser? Endzeitstimmung

[Gryff @StefanGryff]

@Crussian17 It's just confusing and misleading to not specify the 20% price increase ... I'm assuming you mean the 15% hikes in "GPU instances / EC2 Capacity Blocks for ML"

[Gryff @StefanGryff]

@mcelia @NewsFromGoogle @Android It is disappointing that was the main showcase they honed in on; not very exciting

[Gryff @StefanGryff]

@NewsFromGoogle @Android It's amazing how little useful information there is on google finance to evaluate businesses; just high, low, price, and some 1-year multiples with some trash articles at the bottom. Despite the great works of humanity, this is what we get to be able to evaluate companies.

[Gryff @StefanGryff]

@PronkDaniel @joecarlsonshow Oh, nah, I'm probably just too pessimistic

[Gryff @StefanGryff]

@PronkDaniel @joecarlsonshow Subtle self-advertisement

[Gryff @StefanGryff]

@RihardJarc So all they are doing is sticking a camera and speakers on glasses? Yikes. I guess the fact they would have AI isn't a complete flop, but weak sauce.

[Gryff @StefanGryff]

@JerryCap I'll mute on the next engagement-bait post

[Gryff @StefanGryff]

@SteadyCompound I wonder if this is smaller companies recognizing they don't have the same strategic advantages as big tech who have already integrated vertically

[Gryff @StefanGryff]

@alex__pitti Does it matter what you think? It could be up/down .01% many days and it would just be a nonsense record

[Gryff @StefanGryff]

@juntomagellan @SJosephBurns Bias for cash flows / against capex?

[Gryff @StefanGryff]

@alex__pitti @BussinBiotech Why do you think this to be true? (I'm not a hater)

[Gryff @StefanGryff]

@thehazecapital @marc_slans You picked the worst mag 7 company to say this about

[Gryff @StefanGryff]

@Venu_7_ @Proud_plants Booooo booooo booooo
Everything is a fucking advertisement.

Just look up a bull thesis instead of engaging with this perma-salesman

[Gryff @StefanGryff]

@joshvir262 @WillBiddy_ Perma-bears are just haters; not a good way to be

[Gryff @StefanGryff]

@HairlessApeApex @jawwwn_ @elonmusk @peterthiel He didn't say he was terrible, to be fair.
He was mostly saying his approach was 'incomplete' and 'doesn't capture everything'.

[Gryff @StefanGryff]

@jawwwn_ @C_S_Skeptic @elonmusk @peterthiel As soon as he says the word "Believe", I put his statement in the "Bullshit" pile

[Gryff @StefanGryff]

@LogicalThesis What is the definition of "Hyperscaler"?
What models doesn't Meta have?
Who is actually a tollbooth for compute in a way that is superior to META?