Paul
746 posts
Paul
@P_Bonnet
General Partner @20VCfund. I just love investing & talking about it. 2x Father. Not investment advice.
London, England Katılım Kasım 2024
471 Takip Edilen1.7K Takipçiler
...i'd fly my friends & family to Rio and have a massive party at carnival. The interviewer smiled and said, "you could have solved world hunger for a day!?" A few days latter i got the offer to start the internship.
3 months ago I finally made the trip to Rio for Carnival!
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In a sales/trading IB internship interview (pre WFC) years ago i was asked: "if you had unlimited money to spend on consumption for 24 hours (that you couldn't keep after the 24 hours lapped), what would you do?" I said, if the 24 hours excluded travel time...
Boring_Business@BoringBiz_
This is the type of person you have to be to get hired at Citadel Ken Griffin once asked a Harvard graduate with a Citadel offer letter what he would do if he had $10 million in his bank account The young man replied that he would quit his job to travel and climb the highest peaks around the world Ken Griffin responded by saying that Citadel was not the right fit for him
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$IREN delivering btw
IREN@IREN_Ltd
Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus. @danroberts0101, Co-Founder and Co-CEO of $IREN commented: “Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.” Learn more: iren.gcs-web.com/static-files/d…
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Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus.
@danroberts0101, Co-Founder and Co-CEO of $IREN commented:
“Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.”
Learn more: iren.gcs-web.com/static-files/d…
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Harry the Beast @HarryStebbings vs Paul the Quant @P_Bonnet
Harry thinks @nvidia will beat $80BN in earnings on 20th May. Paul thinks that number will be a miss.
Trade your convictions!
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I am sorry but work from home Friday is a 4-day work week. Even worse when the Friday is a sunny Friday.
Back to the office. 996.
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@Bonbon_237 @rubicon59 You are correct. As I said, I agree short term. But it will happen.
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@P_Bonnet @rubicon59 Construire une nouvelle fab mémoire HBM prend 5-7 ans et coûte $20-30Mrd. Le retour à l’équilibre de la DRAM standard prenait 18 mois dans les anciens cycles. Le retour à l’équilibre du HBM prendra 2028-2030 minimum.
Français
The good thing about social networks is they have the strongest network effects.
Nothing comes close once they reach scale.
Reddit is also an interesting play on the divide of society.
$RDDT
Q-Cap @qcapital2020
$RDDT spent $1 Million this quarter on CAPEX, yes ONE fucking million dollars lol and still grew Revenues +69% and earnings 31% YoY while maintaining a 91.5% gross margin, 7th consecutive quarter of 60% sales growth Absolutely bonkers
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in the last 24 hrs factory has booked 10x more revenue than we did in the entire month of november
exponentials are an incredible thing
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@HarryStebbings @alanchanguk @MaxJunestrand @awxjack And @chrlsorr for Fuse 😘
And no you won't get in trouble!
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@brian_a_burns 1) is the only « real » one and I don’t think either player would publish the back up ;)
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@P_Bonnet 1) our internal data on deals - GTM tracks this religiously
2) Our internal data matches the results of Altis' independent third-party survey here (two links):
2.a) linkedin.com/posts/benjamin…
2.b) altis.vc/research-beta/…
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Source for the "80% win rate"?
Brian Burns@brian_a_burns
Lots of Harvey <> Legora FUD on tech Twitter today. Some facts which the Harvey haters don't mention: - We win 80% of competitive deals, including against Legora - Harvey now used by 60%+ of the Am Law 100 - 4x'd ARR in 2024, 3.7x'd ARR in 2025, keeping up pace in 2026
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MIND BLOWING 🤯:
- Google Cloud +63% YoY to ~$80bn RR (+48% YoY in 4Q-25)
- AWS +28% YoY 1Q-26 to ~$150bn RR (+24% YoY in 4Q-25)
🏆 Google, from a 2x smaller base, now adding more absolute cloud ARR per quarter ($9.2bn RR net new) than AMZN ($8bn)
The game is being re-written.
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