Cursor for Slides is finally here
Watch the first 47 seconds. Then try going back to your old deck tool
Reply "Chronicle" + RT to get two months of Pro for free. Make sure you follow so I can DM you asap.
Philippe Laffont presented today its annual “Coatue View on the State of the Markets”. A must-read for investors, founders, and Big-tech employees.
1) Are we in an AI Bubble? Is NVIDIA a bubble?
2) Is Software Dead? AI-as-a-Service?
3) Last 12-month stock-market recap
4) Buying High and Selling Low
5) Full Deck available
A must-bookmark Thread 🧵
It's hard to characterize how significant we anticipate this partnership to be. To put it simply, the reactor makes heat and outside of that, we plan to be working with the global experts to turn that heat into useful energy products reliably. This is also one of many key supply chain aspects we expect to enable deployment at scale. This is very different from traditional nuclear with all bespoke components and massive logistical challenges.
People always have a choice whether to cheer for atrocities or to refuse to cheer for them.
When your rallies end up with swastikas and “Gas the Jews” and people making fun of dead innocents, well, you made the wrong choice.
https://t.co/iRzKTOQ2W3
Your life is filled with miracles of science and technology because Western civilization has repeatedly beaten back the forces of barbarism, totalitarianism and ignorance.
For most of history, most of humanity lived as slaves in poverty. Capitalism and hydrocarbons ended that.
I recently heard the term "Industrial Left" being used to distinguish between the pragmatic politics arising from a familiarity with how things are built, grown and powered in our society vs. the la la land "New Left" of the academic commentariat whose comical climate policy proposals arise out of a profound ignorance of the built world and how it is engineered.
I think it's a useful distinction.
🇺🇸🇺🇸🇺🇸 MASSIVE DAY FOR AMERICA
A new nuclear plant built from scratch has entered commercial service for the first time in more than 30 years.
This plant will immediately displace coal and gas consumption in Georgia, Alabama, and Mississippi.
TSMC...should have been TEXAS Semiconductor Manufacturing Corp
We cannot make the mistake again where brilliant diverse talent feels more comfortable OUTSIDE the US than INSIDE 🇺🇸
The movement of a single brilliant scientist––can and has lead to movement of militaries...
We want the world's MOST brilliant scientists—🔬🔭🧫🧪🧬especially Chinese scientists (and their families) being free here in the US to pursue truth + bring breakthroughs to rest of the world
"Boston Mayor Michelle Wu is proposing to give downtown office building owners a property tax break of up to 75% over a 29-year period to convert their properties into apartments or condos." https://t.co/QYU0iqzxuU.
California hasn’t built a new UC school in over 2 decades, while the student population has grown massively, leading to lower and lower acceptance rates for California’s students.
Here’s an idea for vacant downtown offices: Buy a cluster of them in DTLA, Sacramento, or SF, and swiftly open up a new UC system without a single CEQA battle. Converting offices to classroom is easy and cheap.
If NYU can make vertical campuses in the City work, so can we.
Like this? Pls retweet @CAgovernor