whartonwarden

Retired Portfolio Manager at Top Hedge Funds. Now Family Office

[whartonwarden @whartonwarden]

@firstadopter for what you do, it may be good to put up at least the appearance of objectivity

[whartonwarden @whartonwarden]

@IBM don’t try to be cute when you’ve caused your shareholders to lose that much money, it’s offensive

[whartonwarden @whartonwarden]

@levie brilliant and a much needed summary of the state of affairs in the enterprise. thank you for sharing

[whartonwarden @whartonwarden]

@PalmerLuckey very subtle yet brilliant remark

[whartonwarden @whartonwarden]

@_clarktang The problem with his kind of thinking and the MIT study is the non separation of production vs experimental use cases It is okay for the average or even great majority of AI experiments to not yield positive ROI. What is an ever expansion of wildly successful deployed use cases.

[whartonwarden @whartonwarden]

@_clarktang fantastic post

[whartonwarden @whartonwarden]

@michaeljburry so says the king of gambling

[whartonwarden @whartonwarden]

@altcap Good discussion. Debate about frontier models vs opensource models is basically the same as the one about nvidia gpus vs asics. Both focus narrowly on market share split and ignore how fast the pie is growing.

iOS once had 100% of the smartphone market. Don’t ever forget that.

[whartonwarden @whartonwarden]

@firstadopter @SemiAnalysis_ nvidia is going through what apple went through more than a decade ago. re-rating will happen sooner or later

[whartonwarden @whartonwarden]

@patrick_oshag politics of envy sells clicks

[whartonwarden @whartonwarden]

@Jason @globeandmail counting other people’s money is a loser behavior

[whartonwarden @whartonwarden]

@pmarca no one is sorry to see a self righteous moron go

[whartonwarden @whartonwarden]

@thejefflutz Trump seems to see China as a peer adversary and not a mortal enemy, and that just may be a good thing.

[whartonwarden @whartonwarden]

@GaryMarcus please put more * in there because you may need them to not look stupid down the road

[whartonwarden @whartonwarden]

@Tablesalt13 G7 has always meant “club of friends of the United States”. when you are not a friend and has no real economic and geopolitical might, you will be out.

[whartonwarden @whartonwarden]

@pbeisel it will be good for tesla and spaceX to eventually merge—but the timing is not now because Tesla is just about to be re-rated higher due to robotaxi and Optimus. Probably as much as 50% higher.

[whartonwarden @whartonwarden]

@CernBasher This is correct

[whartonwarden @whartonwarden]

@GavinSBaker Expansion into the U.S. also gives the U.S. a buffer to act should China chooses to blockade the strait of Taiwan in the manner that Iran has blockaded Hormuz—the reverse blockade by the U.S. has only been possible because the U.S. has excess oil and gas supply.

[whartonwarden @whartonwarden]

@TeslaBoomerMama thank you for exposing the MF

[whartonwarden @whartonwarden]

@thejefflutz wall street firms are known to offer such settlement deals from time to time to avoid reputation damage even if the case has no merit