Jeff Park
@dgt10011
Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ Heretic. ex-@morganstanley @stanford. Views are my own. NFA
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I don’t know who needs to hear this but winning in consumer hardware is *not* AGI Nicholas Mugalli @RealNickMugalli Nov 6 *OPENAI CFO: LOOKED AT ANTHROPIC S-1 *OPENAI CFO: THE $500M STARGATE'S CANCELED LOAN IS A LOSING ARGUMENT *OPENAI CFO: CONSUMER HARDWARE IS NEXT FOR US NEXT YEAR *OPNEAI CFO: THE MIDTERMS DID NOT ALTER ANYTHING FOR US
if you really think about it, it’s pretty hilarious that the managerial investor class is still debating whether anthropic is worth 1tn or 1.5tn as if they have a renewed variant view on whether the odds of it going to zero or 30tn is 3.33% not 5% Jeff Park @dgt10011 Nov 3 if you really think about it, it’s pretty hilarious that the managerial investor class is debating whether anthropic is worth 1.5tn or 2tn as if they have a variant view on whether the odds of it going to zero or 30tn is 6.7% not 5%