Sprezza

Hope for war, not technology if you want faster increase in prosperity * 5-year CAGR for US real GDP/capita 1825-1925 and 1925-2025 Note: arithmetic average 1.5% [1800s] and 1.7% [1900s] respectively (with 1939-1949 and 1861-1865 periods excluded)

Now do frontier AI model development

@JoshYoung The worst one

If oil goes back over $100, what oil stock goes up the most from here?

Nice little artificial IPO price support you've got there. It would be unfortunate if something were to happen to it.

Indonesien denna gång. 25 eur gratis bonus till dig som hakar på i Trine trine.com/invite/440155?…

It's interesting to note the increasing competition on price in the frontier AI space. It's needed in order to retain clients. That's why Anthropic reduced its price and extended its access to Fable to prevent OpenAI from taking market. Outspending is costly for the winner too.

@rabkyda @DecodeMarkets @_Jokern_

@rabkyda @DecodeMarkets @_Jokern_ Utmärkt. Tackar som frågar

Studsvik 🇸🇪 is down The business is stronger than when the stock was at its highs. Better fundamentals, a new board, new strategic partners, new projects and committed long-term shareholders. This is a 75-year-old, cash-flow-positive company providing mission-critical services to the nuclear industry. Price corrected.. the thesis, improved That’s when I BTFD. Do your DD

Thought provoking

@chaunceybeing @elonmusk In the future online pizza TAM in China is 1 trillion in sales per year and the P/S for online pizza is 100x

@TureMasing @elonmusk Hardly, maybe a moon pizzeria where you have to pay for the ride.

If solar power in space is harnessed for useful work at scale, the value of that will far exceed the Earth economy, because all of Earth civilization uses much less than a trillionth of our Sun’s power

@elonmusk "If my online pizza chain captures 1% of the Chinese market, I will be worth a trillion" 😆😁

@elonmusk What happens 50+ years into the future is irrelevant for today's share prices. Also: space economy is not just one company, and depends 100% on end consumer demand abd wealth

@ercwl The Gatekeeper effect

We have a word for what happens when one group of people/entities are closer in proximity to the money printer: ”Cantillon Effect” Super important concept to grasp societal inequality What will the word for one’s proximity to next-gen frontier intelligence be?

@lukepierceops @klarnaseb Just wait five years and then see if they actually succeeded and want to maintain the software they built. If they succeed they can then sell that software to other retail chains, much cheaper than IBM, and then Starbucks becomes a software company just like any other software co

Starbucks spends $400 million a year on software. Yesterday they announced they're moving off IBM and Microsoft to build their own custom systems in-house. IBM dropped 3% and Salesforce dropped 4% on the news. And honestly this is, unequivocally, the biggest signal I've seen since OpenAI and Anthropic launched their consulting arms back in Q1. The largest companies in the world are done paying for software that half fits how they work. We saw this coming about a year ago. Moved everything we build off Airtable and low-code tools and went fully custom. Already paying off, and it's only going to compound from here. This is the opportunity right now. You get all of a company's data into one system. You build out a single operating system for the entire business. You cut out bad, redundant processes. Then you layer AI on top of it, under the correct processes. That's the core of AI consulting. Helping companies actually operate better. There are a lot of fly-by-night offerings circulating right now when it comes to Ai Services. For example, 'second brains'. Throwing scattered data into a second brain while the processes underneath stay broken does nothing. The companies who will absolutely destroy their competition over the next 5 years are rebuilding how they work from the ground up. Starbucks is showing you what other companies will be doing over the next several years. Your job is to position yourself to facilitate that process for as many companies as you can.

@Rumblefisher Varför inte kort de allra sämsta?

@TureMasing Lista omx30 från bäst till sämst enligt din uppfattning och investera därefter totalbeloppet uppdelat i 30 tranches där varje tranch är något högre än föregående och lägst i sämst bolag etc…

Tror du att du kan slå OMX 30 kommande 1, 3, 5, 10 år genom att skapa ett OMX 28. Ta bort två aktier som du tycker dig veta är "sämre". Ska någon bank bort?

@EmilHan15653504 Väldigt svårt att helt godtyckligt dra in tillstånd från rörelsedrivande bolag

@TureMasing Tror du att det är kört för Leading Edge Materials om vänstern med MP i spetsen vinner valet, eller blir det svårt för dem att dra tillbaka besluten som nu tagits?

Smyger in en liten intervju med Leading Edge Materials VD här efter Game Changern från staten. OBS! Ingen rekommendation i närtid och jag säger inget om kursutvecklingen på kort sikt. Men beslutet är en game changer. open.spotify.com/episode/18EPhU…

@AbcpokerBI Och ändå lyckas väldigt få slå index...

@TureMasing Borde vara vattentätt att ta bort SBB och Telia

Tänk om avanza zero vågade lansera "Avanza Zero minus 2" där kunden får välja bort valfritt bolag eller bransch eller så

@NNescior The slowdown continues no matter what "tech" you apply to human affairs

@NNescior And look at how right I was. The internet didn't improve gdp growth. Neither did semiconductors, computers, autos, electricity or cellphones.

Please note: these things are already here, but no effect on GDP growth rates. The next 10 years will be the same

If there is too little computing power available, why are X and Meta selling access to their overcapacity?And why are the other hyperscalers wasting resources on consumer access?At least MSFT preferred to use its datacenter capacity in-house,but most sell the alleged gold as sand