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Researching and investing in tech (AI, cloud, semiconductors, platforms). DMs open. Tweets are only opinions.

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$META's iPhone moment

$META's iPhone moment

3,995,260 Aufrufe • vor 1 Jahr

First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium. Why does Anthropic use TPUs and Trainium? Jensen: "Anthropic is a unique instance, not a trend" I really got to tip my hat to Dwarkesh Patel; he is one of the rare interviewers who first gets extremely well-prepared for an interview and, secondly, is true to his viewers more than the guests and asks tough questions, even though the interviewee might not like that.

First time I have seen $NVDA's Jensen having some issues in explaining $NVDA's moat vs ASICs like $GOOGL TPUs and $AMZN Trainium. Why does Anthropic use TPUs and Trainium? Jensen: "Anthropic is a unique instance, not a trend" I really got to tip my hat to Dwarkesh Patel; he is one of the rare interviewers who first gets extremely well-prepared for an interview and, secondly, is true to his viewers more than the guests and asks tough questions, even though the interviewee might not like that.

346,215 Aufrufe • vor 3 Monaten

Ilya Sutskever just said that when it comes to AI models, we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi companies like $NVDA, $AMD want to hear TBH.

Ilya Sutskever just said that when it comes to AI models, we are back at the age of research & ending the age of scaling. What he is telling us is that more compute at this point won't help us get much better models; we need new breakthroughs. Not something that the semi companies like $NVDA, $AMD want to hear TBH.

361,396 Aufrufe • vor 7 Monaten

$MSFT's Satya is indirectly answering the question about the usefulness of the life of GPUs. $NVDA has gone to a 1-year product cycle in 2024, now he doesn't want to overbuy one generation...IMO, everyone will come to this conclusion sooner or later.

$MSFT's Satya is indirectly answering the question about the usefulness of the life of GPUs. $NVDA has gone to a 1-year product cycle in 2024, now he doesn't want to overbuy one generation...IMO, everyone will come to this conclusion sooner or later.

323,827 Aufrufe • vor 8 Monaten

You can see from the nuance that Zuck thinks we are in an AI CapEx bubble. But since this is a race & $META is one of the most financially stable ones in this race, they are willing to push the race further for competitors to fail, even if it means $META overspend a few $100B.

You can see from the nuance that Zuck thinks we are in an AI CapEx bubble. But since this is a race & $META is one of the most financially stable ones in this race, they are willing to push the race further for competitors to fail, even if it means $META overspend a few $100B.

354,459 Aufrufe • vor 9 Monaten

1) Any $META shareholder should be happy that Susan Li is $META's CFO. She recently went on a podcast. Here are two key takes every shareholder should listen to: - First, despite Mark's "EBITDA gesture", she decided that $META's main metric is Free Cash Flow and NOT EBITDA.

1) Any $META shareholder should be happy that Susan Li is $META's CFO. She recently went on a podcast. Here are two key takes every shareholder should listen to: - First, despite Mark's "EBITDA gesture", she decided that $META's main metric is Free Cash Flow and NOT EBITDA.

362,315 Aufrufe • vor 1 Jahr

$META Zuckerberg said that they would be TWICE as profitable if it wasn't for $AAPL and $GOOGL limiting them with their App Store rules and taxes. 👀 $META has a net income margin of 34% and makes $51.4B (TTM) in profit.

$META Zuckerberg said that they would be TWICE as profitable if it wasn't for $AAPL and $GOOGL limiting them with their App Store rules and taxes. 👀 $META has a net income margin of 34% and makes $51.4B (TTM) in profit.

518,424 Aufrufe • vor 1 Jahr

$MSFT's Satya's golden reaction on whether he believes the revenue projections of AI labs. "What do you expect an independent lab that is trying to raise money to do? They have to put some numbers out there such that they can actually go raise money so that they can pay their bills for compute."

$MSFT's Satya's golden reaction on whether he believes the revenue projections of AI labs. "What do you expect an independent lab that is trying to raise money to do? They have to put some numbers out there such that they can actually go raise money so that they can pay their bills for compute."

213,780 Aufrufe • vor 8 Monaten

Probably not what you want to hear if you are $NVDA. $MSFT CEO said they are not supply-constrained when it comes to chips.

Probably not what you want to hear if you are $NVDA. $MSFT CEO said they are not supply-constrained when it comes to chips.

313,171 Aufrufe • vor 1 Jahr

At the end of the day, we all feel the pain of selling something too early. The reaction of +$30B net worth Masayoshi Son's selling of $NVDA feels relatable.

At the end of the day, we all feel the pain of selling something too early. The reaction of +$30B net worth Masayoshi Son's selling of $NVDA feels relatable.

324,037 Aufrufe • vor 1 Jahr

$GOOGL TPUs are sold out! 7 and 6-year-old TPUs have 100% utilization rates right now from $GOOGL's VP and GM of AI and Infrastructure.

$GOOGL TPUs are sold out! 7 and 6-year-old TPUs have 100% utilization rates right now from $GOOGL's VP and GM of AI and Infrastructure.

76,267 Aufrufe • vor 8 Monaten

For those worried about $META's Zuck discussing hundreds of billions of AI investment and starting to picture the 2022 days. This is NOT the same. Here is $META's CFO, just a few weeks ago, saying that from the 2022 experience, both she and Zuck learned that while making long-term bets, they also have to deliver short- and mid-term results for investors to have a reason to invest in $META's stock today. And this is the way they think about it now. For Zuck to make a statement about investing hundreds of billions means he also sees massive AI short-term to mid-term profits and growth for $META to fuel that investment.

For those worried about $META's Zuck discussing hundreds of billions of AI investment and starting to picture the 2022 days. This is NOT the same. Here is $META's CFO, just a few weeks ago, saying that from the 2022 experience, both she and Zuck learned that while making long-term bets, they also have to deliver short- and mid-term results for investors to have a reason to invest in $META's stock today. And this is the way they think about it now. For Zuck to make a statement about investing hundreds of billions means he also sees massive AI short-term to mid-term profits and growth for $META to fuel that investment.

94,889 Aufrufe • vor 1 Jahr

Hardware is key in AI. You can see it from this comment from $GOOGL's Sundar that $GOOGL will become much more of a hardware company. Waymo, TPUs, as well as humanoids, I think, will be separate business units that $GOOGL will end up selling as individual products.

Hardware is key in AI. You can see it from this comment from $GOOGL's Sundar that $GOOGL will become much more of a hardware company. Waymo, TPUs, as well as humanoids, I think, will be separate business units that $GOOGL will end up selling as individual products.

25,394 Aufrufe • vor 3 Monaten

The CEO of $ARM explains where the bottlenecks for AI data centers are right now: - power & power regulation, - $TSM "which is the only game in town" for 3nm and 2nm - HBM memory There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.

The CEO of $ARM explains where the bottlenecks for AI data centers are right now: - power & power regulation, - $TSM "which is the only game in town" for 3nm and 2nm - HBM memory There is a reason why $TSM, $MU, and SK Hynix are a significant part of my portfolio.

94,130 Aufrufe • vor 1 Jahr

$NVDA's Jensen explaining why Zuck's strategy of poaching top AI talent and paying them +$100M makes sense. "150 AI researchers with enough funding behind them can create an OpenAI".

$NVDA's Jensen explaining why Zuck's strategy of poaching top AI talent and paying them +$100M makes sense. "150 AI researchers with enough funding behind them can create an OpenAI".

66,807 Aufrufe • vor 11 Monaten

This is from my conversation with a Former $NVDA Director. If you want more TOKENS per SECOND because you are limited by POWER, you buy the next $NVDA generation. - Limited to 100 MW: $NVDA H100 = 300M tokens/second - Limited to 100 MW: $NVDA GB200 NVL72 = 12B tokens/second

This is from my conversation with a Former $NVDA Director. If you want more TOKENS per SECOND because you are limited by POWER, you buy the next $NVDA generation. - Limited to 100 MW: $NVDA H100 = 300M tokens/second - Limited to 100 MW: $NVDA GB200 NVL72 = 12B tokens/second

57,622 Aufrufe • vor 10 Monaten

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