Sheep of WaII Srtaat
123 posts
Sheep of WaII Srtaat
@NSweely
Investor. Very food motivated. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
Katılım Temmuz 2012
53 Takip Edilen43 Takipçiler
They sort of have to buy $ABVX to stay relevant in I&I, no?
Guy@byebyegoodguy
On amlitelimab, $SNY went from: pipeline-in-a-product, to $10B peak sales, to actually $5B peaks sales, following the efficacy data, to shutting it down, following the safety data. All of that within about a year. $NKTR $CRVS
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Spent the last few days in London.
Beautiful city in the summer—but man, it’s expensive. It must feel brutally unaffordable for locals earning UK salaries.
Honestly, I’m surprised they haven’t chased the Middle Eastern and American visitors out with pitchforks yet.
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Interesting that $MSFT, $META, $NVDA and $TSLA / $SPCX CEOs voiced support for open weight models today.
Wonder whether that‘s in response to OpenAI/Anthropic lobbying efforts to ban Chinese models?
Regardless, it seems like a very strong alliance.
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Is investing in biotechnology impact investing?
Was wondering. I personally feel very good about what we do. But I also never really highlighted that aspect in investor communications.
Rob Majteles@RobMajteles
Q: Are you making money or are you serving the planet? A: Yes. “Biggest Myth About Impact Investing? That It Can’t Deliver Returns: While the perception of a return sacrifice persists, the evidence increasingly points in the opposite direction” impactevaluationlab.com/resources-blog…
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What a great unsolicited pitch… doesn’t sound shady at all.
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Out of curiosity, does anybody have Baupost returns for the past decade?
Investment Wisdom@InvestingCanons
“We prefer the risk of lost opportunity to that of lost capital.” — Seth Klarman
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Where do I buy some $SPCX for my PA?
Will we see sub $100? Sub $80?
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Ok, who are the investors - and how does the scam work?
Theoretically, one could use the inflated equity valuation and make donations to Donor Advised Funds to get tax credits. Is that what they‘re doing?
James Chanos@RealJimChanos
Wooly Mammoth startup Colossal seeking at least $20B valuation (Up 100% from last year’s valuation round). I think I’ve seen an entire movie series about this concept. axios.com/2026/07/20/woo…
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Maybe it was a mistake to push it out at an unrealistic valuation?
Hulk@HulkCapital
$SPCX new all time low.
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We need as much competition at possible. It‘s always food for the consumer.
Anthropic‘s safe guards have been particularly infuriating.
David Sacks@DavidSacks
Kimi K3 just fixed 15 critical security bugs that Codex and Fable refused because of “cyber guardrails.” There’s no reason to limit American models on tasks that Chinese models handle without issue. We’re only making ourselves less competitive.
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They were fighting like lions, but there‘s no doubt Spain was the better team.
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And yet, everybody reads the sell-side research and it does move stock prices.
A Capital@ACapitalLP
🎯 ft.com/content/ce3451… SpaceX and the myth of independent Wall St research
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I‘m pumped that open-source models appear to perform almost on par with OpenAI and Anthropic.
Not only is it nice to see human ingenuity win against massively bigger and better capitalized competitors (traditional David vs Goliath) - but it will also make sure AI is affordable and broadly accessible for the benefit of all of humanity.
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