House Lannister

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House Lannister

House Lannister

@3valuedlogic

Trying to enjoy life and meet interesting people. I grew up poor and now my feet touch places only my childhood self could only dream about.

San Francisco, Ca via Detroit Katılım Mart 2009
673 Takip Edilen206 Takipçiler
House Lannister
House Lannister@3valuedlogic·
@MozaNandan @TukiFromKL That was the most ridiculous comparison I’ve ever heard.😂😂 Now I see why you’re struggling. 😂🤣😭😩
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Nandan Moza
Nandan Moza@MozaNandan·
@3valuedlogic @TukiFromKL I mean okay. At 15% CAGR they will be ~20 trillion market cap company in 10 years. Roughly 50% of total USA GDP in 2036.
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Tuki
Tuki@TukiFromKL·
🚨 Berkshire Hathaway just tripled its stake in Google.. from 17.8 million shares to 58 million.. nearly $17 billion this is the first 13F filing under Greg Abel.. Warren Buffett's successor.. the man who spent 60 years telling everyone "don't invest in what you don't understand" and avoided tech like it was poison in 2011 Buffett called himself an "idiot" for not buying Google early.. said he knew the economics were incredible but couldn't pull the trigger.. for 15 years Berkshire sat on the largest cash pile in investing history and barely touched Silicon Valley Buffett retires.. and within months his successor bets $17 billion on a single tech company meanwhile three days ago Bill Ackman dumped Google for Microsoft.. two of the smartest investors on earth just took opposite sides of the same trade Buffett spent a lifetime building the playbook.. Abel just rewrote the first page
Kalshi@Kalshi

JUST IN: Berkshire Hathaway increases its stake in Google by 200%

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Sam Altman
Sam Altman@sama·
if this tweet gets 1 like, tibo will reset codex rate limits
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House Lannister
House Lannister@3valuedlogic·
@MozaNandan @TukiFromKL I can see it: Cloud growth, Search continuing to grow at double digits, YT continues growing with Gemini integration, and their subscriptions/platforms/ and devices all growing by double digits. It’s literally a growth company. So, why wouldn’t it outperform the S&P 500?
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Nandan Moza
Nandan Moza@MozaNandan·
@3valuedlogic @TukiFromKL I mean yeah that’s why they bought it because they think it will outperform the market but my question is why do they think so? Generating long term returns at these prices at google’s scale is not a given.
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House Lannister
House Lannister@3valuedlogic·
@djvlad “I’m hearing 🥷s saying they made Hov. Made Hov say, ‘Okay, then make another Hov’.” - Jay Z You’re getting outta pocket now.
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DJ Vlad
DJ Vlad@djvlad·
This month, VladTV's YouTube channel is on track to get the most views since the pandemic. And this is without all the regular guests who claimed our traffic would die if they didn't come back. Meanwhile, they are doing interviews on their own platforms and getting almost no views. "I heard motherfuckers sayin' they made Vlad Made Vlad say, 'Okay, so? Make another Vlad!'"
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Nandan Moza
Nandan Moza@MozaNandan·
@TukiFromKL Can someone please explain how buying Google at these prices will generate acceptable returns?
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House Lannister
House Lannister@3valuedlogic·
@sama There is something crazy about trying to release updates when Google is doing their I/O. 😂🤣😭 Just running behind
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Sam Altman
Sam Altman@sama·
chatgpt has gotten soooo much better with the latest update. really proud of the team for this one.
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House Lannister
House Lannister@3valuedlogic·
@unusual_whales That is not what he said. Why post a video and lie about what he said? You don’t even speak Mandarin otherwise you would have known that.
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unusual_whales
unusual_whales@unusual_whales·
“America is a declining world power," China's Xi said.
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House Lannister
House Lannister@3valuedlogic·
@dccockfoster @BoringBiz_ There is no way in the world that Anthropic is generating $100B in yearly revenue anytime soon. You have to be an idiot to think they’d had that yearly run rate this soon. A company needs multiple streams of income to hit that in the tech world.
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Duncan Cock Foster
Duncan Cock Foster@dccockfoster·
I disagree. Google has ~$400 billion in annual revenue. Anthropic is on track to end the year with ~$100 bil ARR with a >10x growth rate. Even if the growth rate slows down significantly, Anthropic will surpass Google in revenue soon (maybe even in 2027). Anthropic's gross margin is a question, but Semianalysis thinks their gross margin is 70%
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Boring_Business
Boring_Business@BoringBiz_·
If Anthropic has a trillion dollar valuation while Google has a $4.5 trillion valuation, there are only two conclusions to be drawn Either Anthropic is incredibly overpriced or Google is incredibly underpriced. The trick is to figure out which one is right
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House Lannister
House Lannister@3valuedlogic·
@elonmusk You are a bum!!! We paid for FSD before anyone would accept it as a thing. We believed in your vision and you’re not offering this to me and my family?! F*** you!
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House Lannister
House Lannister@3valuedlogic·
@ArkkDaily First we were talking about Tesla’s advantage because of the NN and its ability to scale, and now we’re talking about the cost structure?! WAYMO is out here providing rides to real people by the bus loads and Tesla is barely providing any rides. C’mon!!!! Pick a struggle
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Ark Invest Tracker
Ark Invest Tracker@ArkkDaily·
CATHIE WOOD SAYS WAYMO ALREADY LOST THE ROBOTAXI RACE TO TESLA - Tesla is the only vertically integrated robotaxi platform, which is why its cost wins - Robotaxi costs will collapse from $3 per mile to 25 cents as Tesla scales - ARK estimates Waymo's cost structure in 2030 will be 50% higher
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HuffPost
HuffPost@HuffPost·
"I had done what I was supposed to do ... And yet the part that was meant to follow — the happily ever after — wasn’t unfolding as advertised." huffpost.com/entry/dismantl…
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House Lannister
House Lannister@3valuedlogic·
@SenWarren You are terrible! They were begging you to merge with JetBlue and you praised the failure due to your ridiculous reason. Now thousands of jobs are lost because you lack the ability to reason.
House Lannister tweet media
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J@esotweetic·
@Fullcourtpass Thanks Jeanie. I’m glad you don’t own the team anymore so your opinion is the same as ours.
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Fullcourtpass
Fullcourtpass@Fullcourtpass·
Jeanie Buss says Luka Doncic left his heart in Dallas after he was traded to the Lakers “In my experience welcoming players to the Lakers organization I often hear ‘this is my dream. I always wanted to be here. To play where Magic, Kobe, Shaq’ and Kareem.’ Luka didn’t come into the Lakers like that… it’s kind of like if your boyfriend breaks up with you, it’s ok to go out and get a new dress and try to make him regret he ever did that.”
Fullcourtpass tweet mediaFullcourtpass tweet media
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unusual_whales
unusual_whales@unusual_whales·
Trump: "I took three cognitive tests. Aced all of them, by the way. I'm the only president to take a cognitive test. I don't think Obama could pass it. The first question is very easy -- it's a lion, a giraffe, a bear, and a shark. They say, 'Which one is the bear?'"
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House Lannister
House Lannister@3valuedlogic·
@IamMonaJo @RealCandaceO SYBAU!!! People losing their jobs is terrible; it doesn’t matter who says it. I can’t believe that was your response. How much of a cunt can you be with people losing their jobs?
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Mona Jo
Mona Jo@IamMonaJo·
You just wanted to throw 💩 at Daily Wire and let people know they fired some of their staff. So what? God willing they will find other and better opportunities. It happens all the time. None of this post was about prayer. You should’ve just left that part out, ‘cause it was weak. We all know that’s not your purpose for this post. You’ve exposed how many gullible and dumb people there are in this world. I hope you go bankrupt. It might save your soul.
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Candace Owens
Candace Owens@RealCandaceO·
Hearing that the Daily Wire laid off over 50% of their staff today. As much as I positively despise what their execs put me and my family through there are a lot of good people that work there with families to feed who could use a prayer.
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Front Office Sports
Ex-NBA player Damon Jones has pleaded guilty in federal court to two counts of wire fraud. Jones admitted to selling information to gamblers relating to LeBron James's injury status.
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House Lannister
House Lannister@3valuedlogic·
@LASHYBILLS So, no community notes on this? Obviously lying about Waymo doing a hit and run. I guess you can expect this from an Elon site that can’t compete with Waymo. 😂
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LASHY BILLS
LASHY BILLS@LASHYBILLS·
Waymo Self-Driving Car Hits 4 Vehicles Then Drives Off
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House Lannister
House Lannister@3valuedlogic·
LeBron freakin’ James!!!! I’m going to miss him when he’s gone! 😩😩
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