Engineer/Portfolio Manager - Join our free newsletter with 19,000+ subscribers - https://nitter.cf/t.co/wnqyNcDDq4
Joined February 2021
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Tech Fund retweeted
I won't have time for a slide-by-slide rebuttal, but I have one hour now and will attempt to address the principal points in the report.
Disclosure: I own an amount of $APP that is immaterial to me (<1% of PA). I have no relationship with the company.
1/X
Another one of these was just published. A cursory read-through indicates that it's as misinformed as the others ("Targeting/Retargeting: After identifying the highest value users, APP bids aggressively, and when victorious aggressively shows ads for the product the user was just looking at, often dozens of times a day." -> Welcome to digital advertising)
Should I publish a slide-by-slide debunk thread?
Tech Fund retweeted
Shoutout by Jensen on $SNOW & Cortex AI at Fin Analyst Q&A in Taiwan
other:
- tokens are a new commodity which will be manufactured by ai factories
- new era of software upon us - not deterministic instructions, but agents & NIMs
- why spectrum x is a ethernet made for AI - built for all-reduce
- sees the next level of models as few hundred T params
Tech Fund retweeted
A good deep dive on $APP By @techfund1
Good read on ad networks, ad exchanges, mobile games and the future
techfund.one
Tech Fund retweeted
Just checked the analyst, the quoted analyst from China Renaissance, they are a subscriber and opened our report 18 times in the last 3 weeks.
Great when people copy us then don't actually cite or anything.
Thanks China Renaissance! – at Boston, MA
Tech Fund retweeted
I’m starting on a profile of STMicroelectronics. Has anyone worked there back in the 80s or 90s? Would love to chat to me about it. Send me a message or an email.
Tech Fund retweeted
Seems like a consensus is forming amongst many smart people!
This is Jensen Huang, CEO of $NVDA
Basically WATCH OUT for the impending biotech BOOM 💥
Tech Fund retweeted
in one tweet: gpt5 more powerful than expected, spooks ilya, ilya turns the board, board fires sam, staff revolts, satya turns the screws, mira threatens to hire sam and gdb back, d'angelo replaces her with emmett shear as ceo, satya recruits sam and gdb to msft to oversee openai
Tech Fund retweeted
We remain committed to our partnership with OpenAI and have confidence in our product roadmap, our ability to continue to innovate with everything we announced at Microsoft Ignite, and in continuing to support our customers and partners. We look forward to getting to know Emmett Shear and OAI's new leadership team and working with them. And we’re extremely excited to share the news that Sam Altman and Greg Brockman, together with colleagues, will be joining Microsoft to lead a new advanced AI research team. We look forward to moving quickly to provide them with the resources needed for their success.
Tech Fund retweeted
I’m super excited to have you join as CEO of this new group, Sam, setting a new pace for innovation. We’ve learned a lot over the years about how to give founders and innovators space to build independent identities and cultures within Microsoft, including GitHub, Mojang Studios, and LinkedIn, and I’m looking forward to having you do the same.
Tech Fund retweeted
so basically gpt5 turned out more powerful than anyone expected, ilya gets spooked, rasputins the board, board fires sam the clumsiest way possible, every vc + msft turns the screws, staff revolts, board capitulates like tissue paper, sam and greg back by sunday noon
Tech Fund retweeted
$PLTR Bullets: what do you prefer?
41%Weekly recaps
59%Deep research
126 votes • Final results
