I keep wondering if this dude will actually retire a hero or just roundtrip most of it, because when it comes to trading, there are very few people who can do what he just did, VERY impressive, but almost nobody escapes the ego trap that comes after.
The only escape is to retire from the exact sector where you won the most, and that is a brutal ask when you are young and you just won your first Super Bowl. Why would you leave the field right when the world is confirming you were right?
As always the hardest trade is exiting the identity.
Also, I see very few people talk about the non zero chance that this whole AI boom just ends up not being a good financial model, and then things crash.
We have seen this before across history, where the world gets excited about some new infrastructure like railways, the electric grid, or highways, builds into it very aggressively, and then the economics end up breaking.
I think there is a non zero chance data centers are the next version of that, the next global excitement where everyone rushes in, too much gets built, and that ends up bankrupting the economy.
And if that is the case, then Leopold probably only has 3 paths. He either does a complete 180 on his take to keep winning, retires, or doubles down and roundtrips all of it.
I thought we all knew the rules of the game nau, you must choose owner of ball for set .
Una nor choose owner of ball now he don carry him ball go house
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‘The Thinking Game’ documentary has just passed 200M views on YouTube in just 4 weeks! 🤯Perfect holiday viewing if you’re interested in a behind-the-scenes look at how an AGI lab works, or what goes into making a Nobel Prize winning project like AlphaFold happen.🧬🚀
Sam Altman looked visibly annoyed today after Brad Gerstner asked how OpenAI plans to generate enough revenue to cover their massive 1.4 trillion dollar compute build-out. And honestly, I get Sam’s frustration.
ChatGPT already has 800 million weekly users. The Sora app will blow up the moment it goes worldwide. Monetizing this isn’t rocket science when you’re building platforms that people use every single day.
ChatGPT for shopping is a brilliant start. OpenAI gets a cut. Sora will have ads. Enterprise adoption is accelerating fast, and it’ll skyrocket once AI agents become more reliable.
Put all of this together and it’s not just realistic but inevitable that OpenAI will generate hundreds of billions in revenue by 2030. Maybe far more.
> Google goes after Cursor
> Cursor has negative margins
> Google can lose money longer than cursor stays liquid
> Cursor soft landing acquisition incoming
Not a single AI startup
has broken big tech
You really thought Software
would take down
the Old Guards?
>losing to Anthropic in enterprise market
>losing to Google in flagship models
>losing to xAI in training compute
>losing to China in open-source
@sama please tell us how openai will make $100 billion revenue by 2027?