Mike (@NonGaap) header
Mike (@NonGaap) profile picture

Mike

@NonGaap

Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..

 Laguna Beach, CA
nongaap.com
Joined August 2011
  • Tweets2.2K
  • Following1.6K
  • Followers37.2K
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Daniel (@growing_daniel) profile pictureDaniel
@growing_danielJul 2
men do not understand why or how women find them attractive
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Zuck going back to his roots replicating successful consumer apps.
First Squawk (@FirstSquawk) profile pictureFirst Squawk
@FirstSquawkJun 23
ZUCKERBERG DIRECTED META TO CREATE PREDICTION MARKETS APP - NYT
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Peace through s̶t̶r̶e̶n̶g̶t̶h̶ grift. /s Jokes aside, I'm curious who'll run this vehicle and what the incentive structure will be.
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Is there any consensus on how ROI is calculated for AI token spend or are companies still figuring it out on-the-fly?
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YOLO Trades 🤝 Texting Ex "You asked me what I learned. I didn’t learn anything. I already knew that I wasn’t supposed to do that. I was just an emotional basket case and couldn’t help myself. So, maybe I learned not to do it again, but I already knew that." - Druckenmiller
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Interestingly, SpaceX S-1 doesn't disclose Google's stake in the company despite having a Google exec on the Board and reportedly owning a 6.1% stake in 2025.
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Image from Mike (@NonGaap)
Sawyer Merritt (@SawyerMerritt) profile pictureSawyer Merritt
@SawyerMerrittJun 5
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
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Hyper Sellers
Zephyr (@zephyr_z9) profile pictureZephyr
@zephyr_z9Jun 5
So Meta, Google, Anthropic, SpaceX, and OpenAI will raise around $350B-$400B from the public markets in the next 9-12 months At this rate, Amazon & Microsoft will join the party too We might even see $550B-$600B raised from the public markets
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"Meta executives have been exploring 'creative' ways to raise cash..." 👀
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Fido: "The first day clients can sell without being labeled a flipper is the 16th calendar day after the IPO trades." Translation: You're not allowed to flip the shares until the index bagholders can buy them.
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