Sabitlenmiş Tweet
MECE Mike
2.1K posts
MECE Mike
@MECEMike
former powerpoint artist (consultant at mckinsey), current fugitive of the law (self-explanatory)
SF Katılım Eylül 2021
3.9K Takip Edilen947 Takipçiler
My obligatory contrarian opinion of the month: I don’t like him but I think he will succeed here. He has demonstrated little to no competence in understanding software and the median consumer, but this is the type of thing he is world-class at.
The AI Investor@The_AI_Investor
Looks like Elon bitting off more than he could chew.
English
you bet on neither because YC is an anti signal now
first check $500k-1M pre-seed@ajhodls
do you bet on the YC founder who was rejected 6x and now got in or the one who got in 3x already but all the previous ones failed
English
"senior partner at a massive hedge fund"
Westside L.A. Guy@WestsideLAGuy
College friend makes $20M+, senior partner at a massive hedge fund. He is unable to relax & chill. He’s always on, hyper competitive. People have no clue how hard it is to make that kind of money & what it takes to perform at such an elite level. These guys are built different.
English
@ilex_ulmus @Harvard @boazbaraktcs @HarvardAlumni @OpenAI this is an incredibly embarrassing post because it communicates nothing beyond the fact that you want everyone to know you went to Harvard
English
Look who is one of the two people Sam Altman deputized to answer questions for him, @Harvard professor @boazbaraktcs.
@HarvardAlumni, of which I am a member, I don’t think it is okay for Harvard’s reputation to be used to launder @OpenAI’s words like this.
Sam Altman@sama
@boazbaraktcs is also going to help out with answers!
English
@JoannaStern @stayunwell It might not have stuck but it’s the only reason Lyft even survived as a competitor.
English
@stayunwell That could be very true. But DOD stuff really did break through to political followers. To be clear, clearly deleting Uber back in 2017 didn’t stick!
English
Today’s “boycott ChatGPT” vibe feels a lot like #DeleteUber in 2017. Real anger, specifically at a founder, and loud exits to competition. The big difference? This isn’t a two-car race. Gemini and Claude were already gaining share, and moments like this just accelerate switching.
English
the “AI layoffs” might continue, but they have nothing to do with AI
zerohedge@zerohedge
Block: 1. spend $68 million on a party 2. 200 days later fire 40% of workers 3. blame AI
English
why is anthropic seen as a hero here? they accepted a $200M contract from the government, they did not have to do that.
Andrew Curran@AndrewCurran_
Update on the meeting; according to Axios Defense Secretary Pete Hegseth gave Dario Amodei until Friday night to give the military unfettered access to Claude or face the consequences, which may even include invoking the Defense Production Act to force the training of a WarClaude
English
Stock didn’t budge because the world has realized that Ackman has no sauce. The emperor has tweeted away his clothes.
Dividend Talks on YouTube@DividendTalks
Bill Ackman just revealed a position in $META. Not because it’s “cheap.” Because the business is compounding. Meta isn’t just a social media company anymore: • 3B+ users = unmatched ad scale • AI is lifting engagement and ad ROI • First-party data = pricing power • Cost discipline post “Year of Efficiency” • Heavy AI spend now → earnings leverage later This is one of the clearest AI monetisation stories in big tech. Ackman isn’t buying hype. He’s buying the cash flow engine behind it. Good move?
English
Apparently @demishassabis is personally leading the revival of Google glasses. Meta Reality Labs is going to have blown a $100B hole in Zuck’s pocket for nothing.
English
@DavidAlade__ This is not a particularly unusual promotion trajectory. There are even people who make partner 6 years out of undergrad at McKinsey.
English
Quite an insane level of work; the only explanation for why someone would get promoted every year at BCG - in NYC. So consistent that even the partner-level promotion couldn’t stop him.
And now, he has moved on to OpenAI. 🫡
English
Just had a first meeting zoom with a founder where we quickly realized we live half a block away from each other and hopped off the zoom to go on a walk - hard to beat living in SF!
English
@MatthewBerman I don’t think Cerebras has much of a future, and their failed IPO attempt seemed to indicate just as much
English
I feel like with the love TPUs are getting right now, people need to wake up to Groq and Cerebras.
English
@QualityInvest5 @XInvestingDiary why won’t gains in spacex and anthropic repeat?
English
@XInvestingDiary because when it laps next year they wont repeat (especially for a certain google)
English
PE ratio of big tech without investment gains:
Google $GOOGL 39x
Amazon $AMZN 38x
Apple $AAPL 36x
Microsoft $MSFT 30x
One of these is mispriced… and not in the good way
English
This is so funny. The internet refuses to let VCs win, even for a single minute:
- VC funds glorified consulting biz with $90M. founders are from OpenAI, must be a winner
- gets called out for trying to King Make
- founder qts with vague annualized revenue numbers
- VCs from last round pile into comments saying “based response” and “absolutely savage” trying to sway public opinion
- no one’s buying it.
This pretty much sums up the entire venture ecosystem right now. Pure comedy.
Yash Patil@ypatil125
$12.8M annualized 6 months after incorporation
English
Ads having been introduced to AI Mode was announced on the earnings call.
Shay Boloor@StockSavvyShay
$GOOGL has started rolling out ads in AI Mode for the first time ever 👀
English