Olivia
Online
vyrinth
@vyrinth
slope greater than y-intercept
Cupertino
Joined April 2020
60 Following
234 Followers
3.3K Posts
supergirl movie is real bad
Amit, are you still holding?
deeper position on $BMNR established
1700 shares
let’s ride 🚀😎
@TicTocTick How much did she lose?
as I was saying… I think we’ll see $GOOG back $300 first before seeing $400 again
$GOOGL'S AI TALENT DRAIN CONTINUES
Google is reportedly set to lose two more key AI researchers to Anthropic.
Jonas Adler and Alexander Pritzel, both viewed internally as important contributors to Gemini, are expected to join the Claude maker.
The moves follow two other high-profile exits:
John Jumper, Google’s Nobel-winning AlphaFold researcher, to Anthropic
Noam Shazeer, Gemini co-lead and transformer paper co-author, to OpenAI
The talent war is becoming one of the biggest pressure points in AI.
prime example for sentiment follows price in action :)
$NFLX completely getting demolished
cheapest it’s been in years, but every time I think of buying I remember…
- no hit shows leading to massive growth like Squid Game for example
- they tried to buy $WBD and $ROKU, now $LION which makes me think they really are struggling to create content
- the only reason they beat EPS last Q was because of the $3B breakup fee, otherwise no growth
- Mag 7s are better businesses trading at lower multiples
what’s the argument to go long here other than it is bottoming? which I agree it probably is…but is risk to reward amazing here even if it doesn’t go that much lower?
i think we'll see $GOOG back at $300 first before we see $400 again if the market continues to be choppy. you can't continue to have a premium multiple (28 ntm pe) when 1) there is brain drain 2) not been in conversation about being at the frontier for a few months now
NSA SHOCKER: MYTHOS BREACHED NEARLY ALL CLASSIFIED SYSTEMS IN HOURS, NOT WEEKS
NSA CONFIRMS MYTHOS PENETRATED MOST CLASSIFIED NETWORKS WITHIN HOURS
CYBER EARTHQUAKE: MYTHOS CRACKED TOP U.S. SECRET SYSTEMS IN HOURS
$ZS Zscaler CEO Jay Chaudhry: "The urgency for Mythos is actually higher in many ways. I didn't see the Board level discussion happening as much with COVID. Now they wanted people to come back to work. But almost every CIO have talked to a CISO, they said, we've got a task force. We are reporting the Board every week or every 2 weeks on the progress they make. It's that level of stuff happening. The difference is the following. With COVID, you went home on Friday, you needed to access your work on Monday morning from a home."
The street says the memory shortage resolves in 2028. Qualcomm's CEO disagrees.
Cristiano Amon @cristianoamon told Arjun Kharpal @ArjunKharpal to expect 2H 2027 - 6 to 12 months earlier than consensus. His logic: new fab capacity coming online plus architectural improvements that make AI models more memory-efficient per device.
The check on this is external. Watch SK Hynix, Samsung, and Micron capex guidance. If they are accelerating 2027 HBM and LPDDR capacity, Amon has information. If they guide 2028, the thesis holds but on the slower schedule.
Earlier memory relief means earlier $QCOM device cycle. The timing matters for when you size the position.
Memory timeline breakdown and what to watch: https://t.co/reAkluQv5b
Source: CNBC Tech Download - https://t.co/eGGWRLef0L
cold open: google campus. a conference room named “moonshot serenity 4b.” twelve people are in a meeting titled: pre-sync for sync alignment on ai velocity.
sundar sits calmly at the head of the table.
a pm clicks to slide 1 of 187.
“the agenda today is simple,” she says. “how do we move faster while preserving our culture of not doing that?”
everyone nods.
then the door opens.
noam shazeer walks in.
the room goes silent.
noam: “i’m leaving.”
a vp of gemini reliability, brand, trust, latency, policy, and vibe raises a hand.
“leaving… this meeting?”
noam: “google.”
someone gasps. someone else opens a doc titled retention narrative draft final final noam v7.
sundar blinks once.
“noam, we brought you back.”
“for two point seven billion dollars.”
“technically you licensed some technology and reacquired talent.”
“that sentence is why we need legal in the room.”
legal is already there.
cut to: openai.
sam altman stands beside a whiteboard that just says ship.
an engineer walks by carrying a server rack and what appears to be the future.
sam: “we can offer speed, compute, and one meeting.”
noam: “one meeting per week?”
sam: “no. one meeting. total.”
back at google, the emergency retention committee forms instantly. it has 31 members.
a director says, “what if we give him a new title?”
“he already co-leads gemini.”
“distinguished super co-lead?”
“google fellow?”
“he already left google, founded a company, got brought back for billions, then left again. he’s folklore.”
meanwhile, a gemini launch review begins.
pm: “we’re ready to announce the model.”
policy: “can it answer questions?”
eng: “yes.”
policy: “too risky.”
marketing: “can we call it experimental?”
research: “the model is better than the last one.”
brand: “better is aggressive.”
trust & safety: “what about ‘more contextually adjacent to usefulness’?”
a staff engineer whispers, “openai just shipped a model while we were discussing the adjective.”
cut to noam’s exit interview.
hr: “what could google have done better?”
flashback montage:
a chatbot blocked because it might be too good.
a launch delayed because a button was the wrong shade of responsible blue.
a spreadsheet comparing twelve ai product names.
a meeting where someone says “we need a single coherent ai strategy” and three new strategies are created before lunch.
noam: “nothing comes to mind.”
hr: “great. we’ll mark that as positive attrition.”
later, sundar calls him privately.
“google is still google. best researchers. best infrastructure. billions of users.”
“yes.”
“so why leave?”
noam looks out the window.
“because you have everything except permission.”
silence.
sundar, softly: “we can create a permission working group.”
cut to all-hands.
sundar addresses the company.
“noam is leaving. this is not a loss. it is an opportunity to reflect on our operating model.”
chat explodes:
“is this recorded?”
“which gemini?”
“can we ask gemini why people keep leaving?”
“it said ‘insufficient context.’”
a vp steps up.
“to honor noam’s legacy, we’re launching project attention.”
applause.
“it will study whether attention is, in fact, all we need.”
a researcher raises a hand. “didn’t we answer that in 2017?”
“yes. but now we need enterprise readiness.”
final scene: noam arrives at openai. badge works instantly.
receptionist: “yeah, we just made one.”
no pre-read. no doc. just a whiteboard, five people, and a model running somewhere hot enough to toast bread.
sam: “ready?”
noam smiles.
cut back to google. a calendar invite appears:
meeting: reduce meetings task force kickoff
duration: 90 minutes
required attendees: 214
sundar sighs, opens gemini, and types:
“how do we move faster?”
gemini responds:
“have you considered leaving google?”
smash cut to credits.
@DeanTTraining Dean, how many can you do in a set? and what weight is that?
lol… be careful about being exit liquidity.
$MRVL CFO Willem Meintjes filed to sell 207,329 shares (48% of position) for $60,131,256.68 ($290.03/share) - Unscheduled:
https://t.co/RoMftVKE2S
the big takeaway from @AbudBakri and @hubermanlab 's podcast episode -- physician guided access to peptides could be more easily accessible in the next 6-12 mnths. personally, i like this. while exciting to see all the posts on peptide miracles, idea of self medication is scary
Kamal Hassan quote tweeting Satya Nadella was not on my bingo card for the year!
Totally agree with our very own @satyanadella. If AI LLM’s are the fuel of this century, human wisdom will be its engine. Must read.
@DeanTTraining Is this your fav shoulder exercise?
Markets up or down on Monday?
walking around Main Street I found 2 new matcha spots - bonbon matcha and matcha filled day. A few months ago we got hey tea and izumi matcha a few months before that.
This is clearly a hard matcha takeover of South Bay!
Men only watch tennis because they wanna lick Emma Radacanu’s bumhole..
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