Investor & Wealth Strategist. Real Estate & PE enthusiast. 🏌️♂️✈️ Reading 📚
Bristol
Joined June 2023
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Victor the Best retweeted
Another big Gulf event (ADIPEC in Abu Dhabi) roiled by war-related concerns:
"One person due to be at the conference said some of the immediate security concerns were linked to fears Washington might launch further attacks against Iran on the day after the midterm elections." ft.com/content/288ccf9d-6456…
Victor the Best retweeted
Just a vibe check:
It feels like lenders have switched their tone from optimistic to more measured.
Maybe a little fear creeping in.
Not sure if it’s rates. Or spreads. Or existing book.
Or maybe it’s the wrong read!
But just a sense.
Victor the Best retweeted
Sam Altman says the cost of a gigawatt of AI compute needs to fall from about $70 billion to $20 billion
"Energy, the cost of energy should go down, the cost of chips should go down"
"If it doesn't go down, I'll be very sad. But for it to go down, given how much value there is in this, supply's got to go up"
"All of the gross margin stacking that happens between melting sand and giving the token back, a lot of that's got to get compressed"
He says even with free materials and zero profit, $20 billion a gigawatt is only just possible on today's energy costs $NVDA $TSM $AVGO
OpenAI's CEO is openly calling for a compute glut
via Cheeky Pint, featuring @sama and @collision
Victor the Best retweeted
Victor the Best retweeted
Samsung’s earnings next year are going to be phenomenal...
Take a look at this comment from Samsung’s earnings call today.
Jaejune Kim, Executive Vice President of the Memory Business in Samsung Electronics’ Device Solutions (DS) division, said on the conference call following the company’s third-quarter earnings release on the 29th: “Next year’s HBM supply is already sold out, with pricing negotiations concluded at our target levels,” adding that “requests for additional volume continue to come in.”
“At our target levels”... Do you realize what that means?
Korean media previously reported that Samsung had quoted HBM4 prices in the mid-to-high $4 range per gigabit (Gb).
(Reference: mk.co.kr/news/business/12167…)
There were also rumors that NVIDIA was pushing back because it did not want to pay those prices. But judging by Samsung’s comments today, it looks like NVIDIA has ultimately accepted Samsung’s asking price.
It now appears confirmed that Samsung will be selling HBM4 at the highest price among the Big Three memory makers.
We believe Rubin variants equipped with Samsung’s HBM4 will be sold as a separate, higher-priced SKU compared with those using SK hynix or Micron memory.
In effect, they would command a premium.
![[단독] 삼성, 내년 HBM4 가격 3배 높인다 - 매일경제](https://pbs.twimg.com/card_img/2116055027580055553/EtuXVWuM?format=jpg&name=800x419)
Victor the Best retweeted
The Harvey’s and Legora’s of the world better cash in now… Over time, the frontier models will duplicate all of the “proprietary workflows” of the legal tech cos, who are just OpenAI and Anthropic wrappers, and instead of $5K per month, you’ll get the same product for $200.
Victor the Best retweeted
Very honest from Paul on spending. I am not that much kinder in my own Times piece (online shortly) on the growth agenda.
John Healey got his can and gave it an almighty kick down the road
thetimes.com/article/27e6b41…
Victor the Best retweeted
Mark Cuban says AI will create "the trillionaire in the basement"
"There's no better time to be an entrepreneur than right now"
"AI doesn't replace jobs. People who know how to use AI replace the jobs of people who don't know how to use AI"
"I'm gonna ask ChatGPT to create a competitor that is more GLP-1 friendly and will be priced lower"
He told the head of a consumer food company to have ChatGPT design a cheaper rival to his number one cookie, with a full bill of materials and sourcing, and it came back in about three minutes
The moat for incumbents is shrinking to however long it takes to type a prompt
via @a16z, featuring @mcuban
Victor the Best retweeted
Many parents of young kids know about OWNA. Founded 10 years ago by childhood friends Kheang Ly and Phong Trac, OWNA is the all-in-one platform that connects childcare centres with families via photo and video updates, while also giving centres a place to manage admin tasks like compliance, payments and staff management.
It's now used in more than 8000 centres globally.
In our second Built on @Oracle segment on the Startup360 podcast, Startup Daily editor Simon Thomsen speaks to Kheang Ly about OWNA’s growth, the role of @Oracle Cloud as they scale, and where it’s going next.
In partnership with @Oracle. Build, test, and deploy on @Oracle Cloud, with a free trial. Visit oracle.com/anz/cloud/free to get started.
Victor the Best retweeted
NRF flips Liontown lithium stake for a 7.7% return, crowds in private capital and backs AI/quantum bets. startupdaily.net/topic/polit…
Victor the Best retweeted
It means anthropic token efficiency has suddenly skyrocketed - I think everyone’s kinda been aware they’ve been maxing out costs per requests unnaturally for a while and OpenAIs latest releases are applying cost pressures
Victor the Best retweeted
I know it feels like a really competitive market, but Physical AI is not a zero-sum game.
@AppliedInt CTO Peter Ludwig looked out at 200 founders at Dirty Jobs this year and said every one of them can win, because the markets we build in are really THAT big.
He explained why we're seeing an explosion in interest across autonomy "Reinforcement Learning only got fast enough to matter in the last 12 to 18 months"
The time is now. EP 104 of CLIMB 👇
Victor the Best retweeted
Looks like Saudi plane was for evacuation?
Houthis fired more missiles so if they are bribes, they didn’t work.
Victor the Best retweeted
The beautiful thing about Anthropic is that 1) early investors (Spark) made bank but also it was a sufficiently large company to absorb an insane amount of venture/growth stage capital that it solved the “where do we allocate at scale” problem for investors.
Victor the Best retweeted
Up >30% on the open. Lots of demand for UK engineering co's with a niche.
Tek4 has built a profitable business around a difficult engineering problem and proves that Britain still produces successful engineering companies moneyweek.com/investments/uk…
Victor the Best retweeted
It's no wonder that normies are sceptical of AI when the industry is so full of bullshit
Yeah guys, the way you do "applied AI' is by spending millions of dollars a year to add tons of headcount in the form of external consultants who will rebuild critical parts of your business for you and create massive dependency on third parties
This is definitely not a scam in any way and there is nothing suspicious abot the fact that this supposedly productivity-increasing technology requires hiring tons of new headcount
Victor the Best retweeted
Turkey's stock market just posted its 6th straight weekly loss, the longest losing streak since February 2008
The BIST 100 fell 5.16% this week to 11,117 and is now down about 23% since September 11
Friday it dropped as much as 4.6% intraday to its lowest level in about 11 months
Turkish stocks have lost about ₺6 trillion ($120 billion) in market value since mid September
The trigger was a fund crisis. Regulators ordered 131 investment funds holding ₺936 billion ($19 billion) into liquidation, hitting more than 455,000 investors
And the selling kept going even after Turkey's central bank cut rates by 100 bps to 36% on Thursday
When a rate cut can't stop a 6 week slide, the problem is trust, not rates. $TUR holders should watch whether repayments to trapped fund investors actually land
ALT Bar chart of BIST 100 weekly losses for six straight weeks from Sep 18 to Oct 23, 2026
Victor the Best retweeted
The Heart of a Cheetah, right here….
If anyone is interested in Favor’s background (that is his first name), please let me know.
