@dalibali2

Not investment advice obviously

 Palo Alto, CA
Joined July 2020
  • Tweets36.5K
  • Following764
  • Followers28K
2.3KMedia
Still one of the simplest expressions to live by from Steinbeck.
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Met a multi billion construction co that ripped out CRM with vibe code + Claude for cyber. 5 months in seems to be doing fine
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Congrats to the braze believers
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A coal powered datacenter in the middle of downtown is exactly what we deserve
Demian Bulwa@demianbulwaOct 19
EXCLUSIVE: "It was, perhaps, only a matter of time before the controversial industry seeking swaths of available land looked longingly at San Francisco’s shuttered downtown mall, one of the city’s most troubled pieces of real estate." By @laura_waxee sfchronicle.com/sf/article/d…

Exclusive: San Francisco’s shuttered downtown mall is being eyed for an AI data center

Opposition to the plan is expected, but local sources suggested that City Hall might not immediately rule out a data center at the mothballed mall.

sfchronicle.com
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This Kim thing gotta be some COD promotion right?
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Yes because someone in the phillpines is jacking off to you jacking off in the Waymo
octopus/caveman@octopuscavemanOct 19
Hey @Waymo can I jack off in here or no?
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Live look at buyers today
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We priced a bunch of stuff to go up a bunch Some data points said it went up less than the bunch we were expecting So we go back to reprice a bunch of stuff The end.
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Uhhh if u go by her IG she probably up 26 hrs from a coke binged rave
Big Brain AI
@realBigBrainAIOct 17
Lucy Guo on why AI isn't shrinking her workweek: "AI is making people work harder actually, because you have to be awake for your agents to be running." She pulled a 26-hour day last week because Claude was shipping code and she refused to miss the loop.
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Investing big in bio now
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VCs: we hereby command all portfolios to tokenmaxx to save our biggest check
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Think the neocloud bond yields are pretty damn attractive. The equity risk boils down to: neocloud signs 15-20 year leases and PPAs and buys GPU (ie cost side is fixed). Then it signs customers for 3-5 years at a time. Right now it’s great because spot prices are healthy. For example I’m sure OpenAI is very happy with the 300B Oracle contract because it locked in GPU hours at a price lower than spot. But when contracts come up for renewal and spot prices collapse, the margins are each site collapses. I’ve done some back of envelope math and it looks like the senior down to unsecured tranches of these bonds look pretty safe. Anyone else get to a diff answer?
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Included ARKK too
dalibali
@dalibali2Oct 17
Tracking made with Argon.
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Tracking made with Argon.
dalibali
@dalibali2Aug 26
See my new post on the new Shitco index! (Please read the original first)
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Maybe neoclouds can pivot to HR SaaS to get a better multiple
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Now I’m not sure who’s the bigger sociopath
amber🌪@addviolinsOct 16
elizabeth’s holmes’ husband did this interview YESTERDAY and it’s frying me
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The good news is you’ll know how real RPOs are mid 2027. They either convert to cash Bigly or they don’t.
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The Tesla TsCS is hilarious - can’t drive on public roads -put down 250k but we don’t know actual price
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What’s even worse than beefcakes returns is how bad of a writer he is
Quizteam Lagarde
@QLagardeOct 15
And October ain’t lookin’ so pretty
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Quite striking
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Coreweave unsecure yielding 15% means equity will return at least 20%
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