Jack Ooi

@AnthropicAI so when is mythos release?

Last month we launched Project Glasswing, our collaborative AI cybersecurity initiative. Since then, we and our partners have found more than ten thousand high- or critical-severity vulnerabilities in essential software.

@BG2Pod For sure! Do it!

Would anybody watch? BGGB? 🧐💰🚀

@sundarpichai Antigravity don’t even allow me to upload a file easily, what’s the problem?

Excited to see what you are building with Antigravity, We just 3xed the Antigravity limits again, but this time, the weekly quotas. Don't stop building!

@GavinSBaker I followed your ALAB trade and it has been doing quite well, thanks Gavin

I’m as imperfect as the next guy, but I do my best to add value here.

@GM6Fanpage congrats!!

Returning home as a Champ 🏆🇧🇷 God did 💪🏾

@elonmusk @AnthropicAI @SpaceX Is that because the adoption of Grok is too low?

As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale. We are in discussions with other companies to do the same. Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.

@GavinSBaker Gavin, Nvidia vs Broadcom, which one more bullish for you?

Nvidia’s “AI hyperscaler” revenue grew 191% YoY in the April quarter ex China (effectively all hyperscaler). Broadcom has guided to 143% YoY growth for their AI segment in their next quarter. Interesting.

@DR41fanpage Let’s get the double!

One to go!

@md56fanpage11 Hahaha Good one Eze!

Thank you haters for this. The desire to prove you wrong was stronger than the fear of failing. We couldn’t have done it without you.

@eberefanpage You made a huge difference! Your first season here and we finally won EPL!! Amazing!!

FIRST PREMIER LEAGUE TROPHY IN 22 YEARS 🏆 THANK YOU GOD🙏

@LTrossard U are awesome! Congratulations!!

GUNNERS, WE ARE PREMIER LEAGUE CHAMPIONS!! 🏆💭❤️

@DR41fanpage Super Congrats! You guys are amazing!!

I told you all. It's done 🏆❤️

@Arsenal Finally! Congrats!!

The Arsenal. Your Premier League champions.

@coatuemgmt Great interview!

The 2012 Meta IPO was ~$100B — the largest in history at the time. Today, OpenAI, Anthropic, and SpaceX represent nearly $2.5T in combined private value — larger than all but a handful of public companies today. We unpack this cycle with Jaimin Rangwalla our CIO of Public Investments at Coatue and @MollySOShea of @sourceryy.

@BillAckman @patientinvestor Both Chris and Bill run highly concentrated portfolio, i admire both of you.

@patientinvestor We sold Google and bought Microsoft. Interesting. I have enormous respect for Chris.

Chris Hohn sold 83% of Microsoft & Initiated a position in Google! $MSFT $GOOGL

@sama It’s game over for Gemini!

Codex in the ChatGPT mobile app!

@BillAckman Chris Hohn just sold most of his stake in Msft, what a contrasting view.

As two of the largest forces in equity markets -- growing index ownership and increasing amounts of capital controlled by extremely short-term-oriented, leveraged, volatility-intolerant investors -- converge, we have found occasional opportunities to acquire some of the most dominant long-term compounding franchises at attractive valuations. For example, we acquired Alphabet $GOOG when the stock declined substantially on the release of ChatGPT in late 2022, Amazon $AMZN in the weeks following Liberation Day, and $META more recently on the market's response to the company's unexpectedly large cap ex guidance and expenditures. In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation. While $PSUS will not be filing a 13F tomorrow, it has also recently made $MFST a core holding. Microsoft operates two of the most valuable franchises in enterprise technology, which account for approximately 70% of the company's overall profits: M365 and Azure. M365, the company's productivity suite, is the dominant operating platform for knowledge work, with over 450 million workers using Word, Excel, PowerPoint, Outlook, and Teams on a daily basis. Azure is the world's second-largest hyperscaler cloud platform and, like AWS in our Amazon investment, is a direct beneficiary of the multi-decade migration of enterprise IT workloads to the cloud, which is now further accelerated by surging demand for AI inference workloads. Both M365 and Azure are underpinned by Microsoft's unparalleled enterprise distribution and the security, compliance, and identity infrastructure it has built and refined over decades. Beyond these core franchises, Microsoft also owns a portfolio of other leading businesses, including LinkedIn (the world's largest professional network with 1.3 billion members), its gaming platform (Xbox and Activision Blizzard), and search and news advertising (Bing and the Edge browser). We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results. We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft's trading average over the last few years. Notably, MSFT's headline multiple does not reflect the value of Microsoft's approximately 27% economic interest in OpenAI, which would represent approximately $200 billion, or 7% of Microsoft's market capitalization, at OpenAI's most recent funding round valuation. We believe Microsoft's recent share price decline has been principally driven by investor concerns around two key issues: i) the competitive positioning of M365 against increasingly capable AI lab offerings (notably Anthropic's Claude Cowork), and ii) the durability of Azure's growth, especially in light of Microsoft's evolving relationship with OpenAI. In our view, investors underestimate the resilience of the M365 franchise given its deeply embedded role across enterprises and highly attractive price-value proposition. Unlike point software solutions, which may be vulnerable to disintermediation by better-performing AI alternatives, M365 is tightly integrated into the daily workflow of nearly every large enterprise and is supported by Microsoft's identity, security, compliance, and data governance infrastructure, which would be nearly impossible to replicate. Attractive bundle economics further reinforce Microsoft's advantage, with monthly average revenue per user on the M365 suite at approximately $20, less than half of what customers would pay to purchase the underlying applications individually from different vendors. Moreover, we are encouraged to see Microsoft prioritizing its R&D efforts and investment in Copilot, its own AI agent embedded across M365, with direct involvement from CEO Satya Nadella. We believe these efforts will translate into improved product velocity and greater customer adoption over time. Alongside Copilot's rollout, the company has also begun shifting its pricing model from pure per-seat licensing to a hybrid model of seats plus metered consumption, which helps expand the company’s revenue opportunity as AI agents drive incremental usage that a seat-only structure would not capture. These initiatives should help sustain M365’s strong underlying growth momentum, which was already evident in the business unit’s 15% revenue growth (in constant currency) last quarter. We believe concerns regarding Azure's growth trajectory are similarly misplaced, particularly in light of the franchise's exceptional recent performance. Azure revenue grew 39% in constant currency last quarter, with company guiding to modest acceleration through the second half of the year. We view Microsoft's recent decision to restructure its OpenAI partnership not as a concession but as part of a deliberate pivot toward a more open, multi-model architecture that better serves enterprise customers, who increasingly seek optionality across model providers. Microsoft recently disclosed that over 10,000 enterprise customers have used more than one model on Azure Foundry, the company’s modular AI model marketplace. This model-agnostic approach also strengthens Copilot, which can auto-route queries across multiple models to deliver the optimal output for a given task. To support Azure's rapid growth amid persistent supply constraints, Microsoft has raised its calendar year 2026 capex budget to approximately $190 billion. Consistent with what we have observed at hyperscaler peers Amazon and Google, we view this spend as growth capex that should drive future revenue generation. This is particularly true for Microsoft, given that roughly two-thirds of its capex budget is allocated to server and networking equipment that correlates directly with near-term revenue. Like our purchases of $GOOG, $AMZN, and $META, we believe that $MSFT offers analogous and compelling long-term value at today's valuation.

@altcap @CNBC @HalftimeReport @cerebras @andrewdfeldman Only the optimist survive!

Look forward to being live on set today at 12 pm w @CNBC @HalftimeReport for the first trade of @cerebras! Talking all things inference, AI, & the token economy. Grateful to have been an early & ongoing investor in this amazing company. 🇺🇸🚀🇺🇸 $CBRS @andrewdfeldman

@elonmusk @zerohedge Did Jensen try to sell u more GPU?

@zerohedge Just Jensen and I are on AF1

That's like $20 trillion worth of CEOs on AF1

@sama focus on intelligence, not speed

i get some anxiety not using the smartest-available model/settings. but sometimes i dont mind if it's really slow. i wonder if we should focus more on a price/speed tradeoff relative to a price/intelligence tradeoff.