PaneerCap (@PaneerCap) profile picture

PaneerCap

@PaneerCap

Saying "it is, what it is" over and over again

Joined March 2024
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most underrated city in the country
PaneerCap (@PaneerCap) profile picturePaneerCap
@PaneerCapAug 30
Replying to @S_curvecap
columbus, ohio
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TheLAPurchaser (@TheLAPurchaser) profile pictureTheLAPurchaser
@TheLAPurchaser48m
$AMZN just guided AWS 1000bps above you on 2028 (the first time they’ve ever given a multiyr guide) and you’re negative because they missed the Q3 bogey by 100 bps?
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why doesn't nvidia just buy crusoe?
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sh*tco CFOs are like 'if you adjust out all the bad, the business looks not terrible'
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save us andy, you're our only hope
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these violent delights have violent ends
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amazing timing for this announcement savage
Mike Vernal (@mvernal) profile pictureMike Vernal
@mvernal9h
Coding has been transformed over the past 12 months. We think enterprise software & IT are next, which is why we’re very excited to be investing in and partnering with @jakeserval, @AlexAtServal and the entire team at @getserval.
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it's pretty stupid that i learn more from podcast episodes about how GOOGL/MSFT/AWS are thinking about their investments than from the actual earnings calls
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i literally have no idea what tomorrow is going to entail
Hiroo Onoda (@OnodaCapital) profile pictureHiroo Onoda@OnodaCapital22h
NOW & FTNT implosions after people moved into sw w Azure accelerating a + for AI means tomorrow might be another 9 sigma factor day
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nasdaqistan
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is sridhar about to nikesh mode bullish.
sridhar (@RamaswmySridhar) profile picturesridhar
@RamaswmySridharOct 28
release all the numbers. does 80% yoy become 65% when you remove passthru inference? what does it become when you remove ai natives? and how much of it is from one time software license --> service transition? fcf, RPO, cRPO? op margin non-gaap, gaap? dilution? curious ppls want to know ps: @alighodsi happy for your success. the world is big and life long. teapawt.org/bhorowitz/status/21150…
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market to google after each 'frontier' model release
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how many times can the payments industry break the hearts of garp / compounder bros
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sama trying to tank ant ipo with his burner
roon (@tszzl) profile pictureroon
@tszzlOct 27
honestly have no idea what frontier lab equity is worth; it seems highly plausible that huge top down slowdowns are coming, which would make frontier models uncompetitive. total nationalization also seems possible. anything could happen with this technology
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i'm brining reinforcements
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local top for ai negativity is def someone comparing the frontier labs to cogent communications
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linux is more widely adopted than windows in servers, infra, etc. windows is more widely adopted in the other enterprise markets windows monetized better
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see this is why Jack Welsh was the greatest ceo of all time. financing issues never slowed him down all these CEOs running around with their head cut off with like half a turn of leverage on the BS
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the first business Anthropic put out biz
Sujeet Indap (@sindap) profile pictureSujeet Indap@sindapOct 27
NEW: Brian Resnick from Davis Polk restructuring team now on scene at Weil and wind-down now being actively discussed among options: ft.com/content/69ccfcb0-3f5e…
Image from Sujeet Indap (@sindap)
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we get one green day in korea and this is what happens
Jukan (@jukan05) profile pictureJukan
@jukan05Oct 27
What’s the best age to buy a Rolex?
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