Not investment advice obviously
Palo Alto, CA
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Well look back at this moment and remember where it all went wrong then hang our selves for not selling it all.
Inside the thirst-trapping world of ‘Corgi girls’ — unhinged dating demands, bizarre posts about the ‘N-word’ and outrageous online behavior trib.al/60kE8ov
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Akamais iaas biz has always been something no one ever wanted. Maybe now with the capacity taken up the chances of a sale is better
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7-8% bond rates are basically the same as 0% because expected equity returns are now 100%
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I always think about to this couple and how they understand how momo works better than they realize
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Looking forward to @citrini Force Majeure winners and losers baskets
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Orcl losing more than BE on a contractual tactic to save payments on a project tells u all u need to know about its stage of AIDS
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One of my guys took a first date to the meta product announcement. wtf is wrong with people.
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Meta settled lawsuit to limit teen usage so launching a muse tomagatchi makes perfect sense 😂
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Where AI models and labs collide:
Google and Meta are media/consumer biz with models
OAI is the only lab that has big consumer ambitions. It has WAUs and starting to build some advertising muscles. but a major problem - it has no sense for design when it comes to consumer products.
Snap on the other hand is good at design but has no financial capabilities.
For a measly 10-15B, OAI can really turbo charge the consumer game.
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Zoom + Granola + CRM + agent = future of back end sales.
It also already exists. It’s called Lark from Bytedance but I guess you need an American version at some point.
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😂 😂
MORGAN STANLEY ACCIDENTALLY LEAKS 100+ DEAL PIPELINE
A Morgan Stanley employee mistakenly emailed an internal document detailing more than 100 investment-banking deals being pitched or monitored across Asia and other regions.
The list reportedly included potential IPOs, private-equity backers, pension funds and paused projects.
Morgan Stanley said it promptly addressed the inadvertent disclosure and is engaging with relevant parties.
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Interestingly Zillow is deemed a loser but whenever I research houses or rentals with agents - they default to Z inventory
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