Everyone that knows anything knows this.OpenAI is the next Netscape, doomed and hemorrhaging cash, Microsoft is trying to keep it afloat while keeping it off balance sheet and sucking out the IP. So why do they keep getting funded? The whole industry NEEDS a 500 billion IPO ASAP.Marc Benioff (@Benioff):LLMs are the new disk drives: commodity infrastructure you hot-swap for whoever’s cheapest + best. The fantasy that the model is a moat just expired. ☠️ https://t.co/VIBm3TH6nr ...

Jan 31, 2023 - I tweet “Sell”Banking crisis ensues and banks fail. There is panic and stocks fall.Mar 13, 2023 - I tweet “This crisis could resolve very quickly. I am not seeing true danger here.”March 30, 2023 - I tweet “I was wrong to say sell.”/meme corrected https://t.co/uQoPCncRYh ...

For mass consumption, most people need to be reduced to a single sentence, I get that, but too often that sentence fits an agenda better than the person. ...

Christian sent me these update photos in October. https://t.co/8GYgzzNoVS ...

Twelve months a year, Cassandra Unchained will donate 5% of subscription revenue during that month to a selected and vetted charity. This is also an opportunity to spread the word about charities truly making a difference. December’s charity is TogetherCalifornia, which was founded by Christian Bale and his wife Sibi to attack the foster care problem with real world action.https://t.co/5RXvM9NYwV ...

Available today, author Michael Lewis (Liars Poker, Moneyball, etc.j interviews me for his podcast Against the Rules.Available on Apple Podcasts, Spotify, Amazon Music, YouTube and othershttps://t.co/bbXOpykGoF https://t.co/Yjbjwk95sb ...

I never said I was short $TSLA in my SS post. @fortune @bloomberg The article also reports on an older $500 million bet. No, it was $5 million. 13Fs and journalists…The full text of what I wrote:“Outgrowing dilution, for purposes of achieving maximum present value for an enterprise, is not easy.Tesla dilutes its shareholders at about 3.6% per year, with no buybacks. The chart above shows the kind of present value destruction that this level of dilution can impart.With recent news of Elon Musk’s $1 trillion ...

My October 9, 2008 letter to my investors, pages 2-4. I have pounded a table or two in my day, and this was one of those times. https://t.co/tgorfOBc2c ...

Stock-Based Compensation Analysis - The report analyzes the "tragic algebra" of stock-based compensation, using Nvidia as a primary example [1] - The analysis is a response to Nvidia's talking points distributed to Wall Street analysts [1] Company Specifics - Nvidia is used as a case study due to its suitability as an example [1]