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Cassandra Unchained· 2026-02-12 21:23
Incurious crickets, eh @cnbc @wsj @Bloomberg @FT ...
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Cassandra Unchained· 2026-02-12 13:15
10,000+ words, enjoy! $PLTRTaken together, in the decade before it went public (in late 2020), Palantir, rightfully or wrongfully, and almost entirely not of its own doing, was becoming a household name as an influential secretive company that worked with powerful partners. Few knew how much money it was losing.A DPO by Any Other NameThen, in the summer of 2020, Palantir filed a Form S-1 prospectus, and we knew. Palantir had lost $3.96 billion in its history as of June 30, 2020, according to the IPO filing. ...
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Cassandra Unchained· 2026-02-10 01:24
I am working on something $PLTR. https://t.co/PPETfScTkE ...
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Cassandra Unchained· 2026-02-09 16:06
Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in 1997, which was the last year Motorola was considered a big deal.At the start of 1997, Motorola was a top 25 market cap and top 25 revenue corporation in America. Never again.The Motorola corporate brand in 1997 was ranked #1 in the US, ahead of Microsoft.In 1998, Nokia overtook Motorola in cell phones, and after the iPhone it fell out of the consumer eye.Today Motorola is the 232nd largest market cap with only $11 billion in ...
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Cassandra Unchained· 2026-02-09 05:13
Or, the market is just jittery over historic overvaluation, historic capital expenditures, and tiny “AI” revenue.tae kim (@firstadopter):The entire selloff this week was sparked by a completely false narrative, amplified by technically illiterate media pouring gas on the panic, just like DeepSeek last year. You can't make this stuff up.Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr ...
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Cassandra Unchained· 2026-02-08 15:56
This show ran from 2014-2019. Yes, AI was discussed back then. It was not an LLM or chatbot.mitsuri (@0xmitsurii):How was the show Silicon Valley so ahead of its time? https://t.co/pXxbQotixl ...
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Cassandra Unchained· 2026-02-08 03:27
Some miners, not all. But would force $BTC selling. https://t.co/PO7UVj4Zy1 ...
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Cassandra Unchained· 2026-02-07 15:21
Donations are now being matched through International Women's Day (March 8th)https://t.co/8Mz03Juj2XAlso, below is my answer to a question from another forum:The $624 is the direct cost of the surgery, from admission through discharge, including pre- and post-operative care. This an average over 1 year across the entire treatment network. Lots of different countries so clearly it will vary.The fully loaded cost to treat a woman, including outreach, transportation, rehabilitation support, and investments in ...
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Cassandra Unchained· 2026-02-06 03:20
Molina Healthcare: Ghosts of GEICO Past"In 1974, however, GEICO started selling auto insurance to the public. With almost no actuarial experience, GEICO’s pricing was a guess and turned out to be too low. A frustratingly common problem in the insurance industry. This poorly informed underwriting dove-tailed with the high inflation environment and a new law forcing GEICO to take on high-risk drivers. The perfect storm sank GEICO in 1975 and into 1976, and ultimately provided the opportunity for Buffett’s Ber ...
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Cassandra Unchained· 2026-02-05 15:27
Alphabet changed risk factor language and useful life methodology language to include "historical asset performance" and "expected technology advancements." https://t.co/6dctquUZvc ...