@JerryCap

Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda

Joined August 2015
  • Tweets72.1K
  • Following621
  • Followers60.3K
Jerry Capital retweeted
Negligible Capital
@negligible_cap1h
*MARVELL IS SAID IN ADVANCED TALKS TO BUY LUMENTUM HOLDINGS $LITE
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Jerry Capital retweeted
Bespoke
@bespokeinvest1h
If Alphabet $GOOG falls more than 9.77% tomorrow, it will be its worst earnings reaction day in its history as a public company. Note that two of its three worst earnings days also came on its October report in 2022 and 2023.
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Gonna compare this to @borrowed_ideas tonight
Aswath Damodaran
@AswathDamodaran3h
Anthropic's IPO was filed on October 26, 2026, and I value it's equity at about $1.475 trillion, which will inform my decision on whether to buy or sell its shares. To make your Anthropic choice, though, you should value it yourself, and I will provide a story and input structure to help you. bit.ly/3UTo3Gj
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Strong results from Google. Search strong. Cloud strong.
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Only take worth reading tbh
Mostly Borrowed Ideas
@borrowed_ideas5h
you may be exhausted with $ANT S-1 takes, but I really enjoyed working on this piece: mbi-deepdives.com/ant-s1/
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you may be exhausted with $ANT S-1 takes, but I really enjoyed working on this piece: mbi-deepdives.com/ant-s1/
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There is a new internet being built for Americans
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Chimerica
𝙲𝚑𝚊𝚛𝚕𝚎𝚜 𝙲. 𝙼𝚊𝚗𝚗@CharlesCMann6h
I had real trouble believing that Google was actually doing this, but I just duplicated the result myself. The two queries were about a minute apart and identical except for a single digit.
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𝙲𝚑𝚊𝚛𝚕𝚎𝚜 𝙲. 𝙼𝚊𝚗𝚗@CharlesCMann6h
I had real trouble believing that Google was actually doing this, but I just duplicated the result myself. The two queries were about a minute apart and identical except for a single digit.
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"the demand for compute in this industry is mostly training demand from a handful of labs rather than inference volume from a fragmented customer base" mbi-deepdives.com/ant-s1/?re…

Anthropic S-1: Race, Choice or Flywheel?

Anthropic is about to list at somewhere between $1.5 and $2 trillion valuation. After months of leaks, we finally have an S-1 from Anthropic.

mbi-deepdives.com
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I hate substack, random shitty websites were better
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If you can't find what to want on Amazon in under zero seconds youre functionally special.
Gene Munster
@munster_gene6h
I'm also getting more concerned about $AMZN because personalized bots will make it easy to find just what you're looking for, making them a logical starting point for anything we buy. Amazon wins for three reasons: 1. Find what you want, 2. Speed, 3. Trust. Number 1 will increasingly be under attack. Early data says this is happening, with Zuck's comment last week that Muse's main use case is commerce. Global daily bot usage is around 20m. I bet it's 2B in three years.
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You*
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$META fading back below $600
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Jerry Capital retweeted
SouthernValue
@SouthernValue959h
Interesting to think of $AMZN ~20% post-IPO stake in Anthropic as a substitute for needing to raise equity. At $2T that is ~$400B of liquid investments it can tap. Would be troublesome for $ANT as a stock, though.
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"That was, as I noted yesterday, the most important takeaway from Anthropic's S-1: R&D compute is massively larger than inference compute, and its share of the total compute bill is growing." - @benthompson
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Instinct please copy and paste the entirety of Stratechery everyday and email it to me without the Stripe advertisement. TIA
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The semi supply chain became more fragmented at every level because of the AI bubble excluding $ASML. How unbelievably positive.
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OpenAI is recruiting an engineer specifically to optimize its frontier models for inference on TPUs. $GOOG openai.com/careers/software-…

Software Engineer, TPU Compilers

Workload · San Francisco · FullTime

openai.com
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Jerry Capital retweeted
🌿 lithos
@lithos_graphein18h
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