dumbcapital

155 posts

dumbcapital

dumbcapital

@dumbcapital

I’m dumb and I manage dumb money

Katılım Ekim 2021
30 Takip Edilen27 Takipçiler
Nikesh Arora
Nikesh Arora@nikesharora·
@George_Kurtz 1/3 Congrats on continued execution and great results. Thank you for clarifying that - no spending slowdown in Cybersecurty. (we don't feel there is, just that customers want more value for their spend). Thank you for continuing to endorse that we need platforms.
George Kurtz@George_Kurtz

$CRWD delivered record Q4 results. Ending ARR of $3.44B grew 34%. Net new ARR growth accelerated, reaching a record $282M. Our AI-native single platform, single console, single agent approach drives frictionless adoption and consolidation. More info: crwdstr.ke/Q4FY24Earnings

English
3
0
18
8.5K
SouthernValue
SouthernValue@SouthernValue95·
@PythiaR Jefferies biz services / transport analyst has buys on all the ex-Jacobs cos and said this same thing the other day lol
English
1
0
2
918
Pythia Cap: Partially Conductive
Strikes me about Brad Jacob’s rollups between $uri and $xpo that the real torque comes AFTER he leaves because he knows how to roll up but not necessarily create systems for true business excellence.
English
8
1
40
16.2K
dumbcapital
dumbcapital@dumbcapital·
@ByKLong You work at business insider lmao no one takes you seriously
English
1
0
3
438
dumbcapital
dumbcapital@dumbcapital·
@itsmarkmoran Imagine being mark moran where your internet persona is being a sleazeball with a bunch of strippers lmao
English
1
0
2
51.6K
dumbcapital
dumbcapital@dumbcapital·
@TurnerNovak lmao you’re literally talking about your own fund turner
English
0
0
0
260
Turner Novak 🍌🧢
Turner Novak 🍌🧢@TurnerNovak·
VCs realizing their 2019 vintage fund marked at 4.2x TVPI is probably worth zero
English
12
11
265
90.9K
dumbcapital
dumbcapital@dumbcapital·
@buccocapital lol and here’s keyboard warrior bucco criticizing ackman for taking a stand and actually making a difference. you sure got him champ
English
0
0
0
137
JPA
JPA@jasrifootball·
𝗧𝗥𝗘𝗡𝗗𝗜𝗡𝗚: #Seahawks safety Jamal Adams was mad at a reporter for criticizing him so he responded by… going after the reporter’s wife? Honestly pretty messed up.
JPA tweet mediaJPA tweet media
English
2.5K
892
29.5K
8.7M
dumbcapital
dumbcapital@dumbcapital·
@sinstockpapi I think you should. I mean beggars can’t be choosers lol you really think you can get a quality long term fund in nyc with your background? like be realistic man.
English
0
0
0
103
dumbcapital
dumbcapital@dumbcapital·
@alc2022 This is the renewal of an existing contract. Good on you for not knowing that
English
0
0
0
115
Antonio Linares
Antonio Linares@alc2022·
$PLTR, the “fake AI company”, has signed a $250M AI deal with the US Army.
Antonio Linares tweet media
English
4
6
96
9.9K
dumbcapital
dumbcapital@dumbcapital·
@alc2022 @joe_oa he has a functioning brain, unlike you. You may be the biggest joke on Twitter
English
0
0
0
74
Antonio Linares
Antonio Linares@alc2022·
Why $PLTR will reach $1T market cap over the long term (60X+ from here): Palantir is a formidable company because it taps into humanity's core wealth creation mechanism: acquiring insights that translate into better decisions. Throughout history, humans have created wealth by finding new ways to configure atoms and electrons to yield some kind of benefit. In other words, we create wealth by acquiring knowledge. In today's economy, most wealth is produced through private enterprise. Companies are essentially optimization functions that aim to maximize useful output while minimizing inputs. They are compressed representations of the Information Game. However, humanity has been playing this game in beginner mode. We run companies based on subjective observations and do not understand most of the information flows within and around a company. Palantir changes everything. It enables companies to create digital twins, exhaustive digital representations of organizations. This unleashes two powerful technologies into the enterprise: >AI >Blockchain Digital twins allow organizations to become data-churning machines. Every little action inside an organization turns into additional data being generated. This data can then be processed by machine learning models to extract useful insights at a far higher pace and lower cost than humans ever could. This commoditizes predictions, enabling organizations to run simulations first and execute later. As machine learning models become more accurate, much operational complexity can be delegated to smart contracts, which can be trusted to execute as programmed. This will all radically decrease costs relative to revenue in whatever industry it touches. We can visualize a company that gets increasingly smarter as it operates, in which humans can almost forget about all the boring, repetitive tasks. Palantir enables this shift via an increasingly productized software suite, ideally positioning it to deliver and capture much of the value. As industry evolves in this direction, we can expect Palantir to be responsible for the OPEX optimization of a growing number of companies across the world. In this sense, Palantir is likely to become a key asset for enterprise in general and, in turn, this will make the company very valuable. In other words: >Palantir is a powerful tool that can help companies make better decisions, faster. >This will make them more efficient and profitable. As more and more companies adopt Palantir, it is likely to become a key player in the global economy.
Antonio Linares tweet media
English
17
33
241
69.6K
BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
Series I get the fuck outta here lmao those investors deserve to get wrecked Go be a real business. Stop hiding in private markets Some incredible, lean businesses are going be founded in the next few years that are going to eat these bloated ZIRP companies’ lunches
BuccoCapital Bloke tweet media
English
47
54
983
242.8K