@TMTLongShort We have bigger issues such as losing Iran war
English
Coerced Suitman
420 posts
Coerced Suitman
@proforma_addbck
The opposite side of your winning trade. If the model balances, enough errors were made to offset.
Manhattan, NY Katılım Ocak 2022
729 Takip Edilen373 Takipçiler
It’s perfectly fine to be a greedy VC. This is America. But understand China is the enemy. And if you’re on the wrong side of national security the people won’t forget. You should be encouraging American OSS while advocating we nuke the Chinese AI industry. That is both patriotic and in your interest. Wake the fuck up. This is not 2016, we are at war.
DRYDEN@drydenwtbrown
China's anti-American open source dumping strategy is brilliant from a PR perspective. They knew greedy VCs (who want to pump OS, inference, deployco, and rollup bets) and open source ideologues would run cover for them.
English
@FICMBondTrader “$10M” - someone senior wants as few words / letters as possible
English
Ok as an actual front office professional:
“$10mm” is officially correct
“$10mio” is what European people use
“$10m” is short hand, and depends on the context of who’s using it.
FCF Freddy@FCF_Freddy
I use the “$10mm” format
English
@TMTLongShort Moronic / asinine. Republican think tanks even are stating house is “gone” senate is in bad shape today but will comfortably fall R after partisan race tightening closer to midterms
English
Your occasional reminder that republicans will sweep the midterms.
Polymarket is wrong and most importantly consumer sentiment polling is broken.
I was clear on my view six months ago, I’m being clear now, and I will not delete tweets.
Republican. Sweep. House and Senate.
English
@GavinSBaker @Wild_Randomness GB must be alluding to SPCX
English
Patience, Gavin
Gavin Baker@GavinSBaker
Conviction is when you are frustrated that a stock is not down more.
English
@s0ymalia @wasphyxiation They find workarounds ie buy all books. I think there would be cash offer
English
@wasphyxiation I'm assuming there's no legal way for Tom Steyer to just write him a $20M check. Would have been a different calculation in that case, but I agree. Even if he sticks around and fails, he can wiggle his way into being a hero of the dirtbag left.
English
I’d buy Platner stays in at 2%
He’s downwardly mobile and his career is over. Choosing between a 100% chance your Wikipedia article “Graham Platner is a failed political candidate and rapist” and a 1% chance of “Graham Platner is a US senator and rapist” what would you choose
James Miller@JimDMiller
Disgraced Senate candidate Graham Platner’s smartest move is to stay in the race. Prediction markets give him a 98% chance of quitting, which means “not quitting” could pay him 50-1.
English
@wasphyxiation @GWHayduke97 What about possibility of payoff, ie finding ways to backchannel $X which certainly happens in politics
English
@GWHayduke97 Like his career beyond selling oysters to his mom is over. He may not be able to get a job at Target in 30 years because anyone who Googles his name will see this.
English
@diyas_1989 @m0d8ye @suwakopro What makes you say this? Surprised deal is not done if it would be happening
English
@m0d8ye @suwakopro He is almost 70 yo he will sell it for sure
English
no, no, no
Being acquired by Qualcomm is terrible, we'd rather see Tenstorrent continue to exist than be killed off by Qualcomm.
Zephyr@zephyr_z9
LMAO All the Nuvia people have left, now Amon is trying to fill the void with Tenstorrent folks Good for Tenstorrent I hope they get the bag
English
@stevebrubaker @MickBransfield @kalshidata One major skew factor is incorporations of parlays: I could bet $1 100,000 odd parlay registered as $1 OSB and technically $1000 as matching notional volume on PMs
English
@MickBransfield @kalshidata And estimating OSB handle for the same period at $80b. OSB handle still 8x Kalshi.
English
Once again - I could have been addicted scrolling on IG. Thank you for PM transparency!
English
@DustinGouker @PlayProphetX
You inspired me to experiment with prediction markets…
ProphetX apparently does not pay out 2way MLs and resolves as draw, even if Egypt beats AUS in PKs
Something to me indicates that contracts tied to “winning event” involves OTs
English
@distressedbets @CuiBonoCapital It’s pretty easy to see: he throws huge parties with quid pro quo, if you speak out against fanatics or don’t kiss ring you’re temporarily cut from circle
English
@CuiBonoCapital I’m more amazed at how he’s cornered the sports apparel market with subpar product.
English
annual reminder that there is something very off with the guys vibes. 🚩🚩🚩
CuiBono@CuiBonoCapital
How do we feel about Michael Rubin? Gotta be honest, I am getting 🚩 vibes. Admit, I could be very, very, mistaken (I often am).
English
@raqisright People helicopter not PJ to Hamptons (not referring to blade, family copter)
English
DC rich vs NYC rich:
DC rich:
- Family lake house
- Dad’s a partner at law firm
- Economy plus
- Summer internship through your parents
- One Rolex for graduation
- Membership at the Metropolitan Club
- “We know the ambassador”
NYC rich:
- Family compound in East Hampton
- Dad runs a hedge fund
- PJ to the Hamptons
- Loro Piana personality
- Summer internship through your family’s office
- One Patek because you already have three Rolex’s
English
@ReadFuturist It’s partially framework: if we can be worth (%) of Cerebras, that is a $25-50B aspirational valuation bogey vs selling today. 🤷♂️
English
@proforma_addbck They should just do a SPAC and benefit from the euphoria of the moment. The valuation of Cerebras makes no sense to me.
English
There's about a 60 to 70% chance that Qualcomm acquires Tenstorrent.
They make an inference AI chip product not unlike Cerebras.
Tenstorrent uses a flexible, disaggregated system built on custom RISC-V cores and chiplets. I think they're worth at least $10 billion in this market. It seems like they prefer the exit versus going public. $CBRS
Fairly legit, Tenstorrent builds processors using open-source RISC-V technology and are a unique AI chip asset that has synergies with data centers and especially faster inference.
English
@ReadFuturist My understanding is that T thought valuation was too low 🤷♂️ M&A bids credible but not getting past finish line
English
@proforma_addbck I was under the assumption that it was Intel vs. Qualcomm for the exit leading to Q. But now, I'm not so sure.
English
@UrbanKaoboy @hkuppy Pincer to what… marginal geopolitical pressure on borders? Does nothing to solve SOH quagmire and vulnerability of drones / missiles targeting fixed ME energy infrastructure
English
All that’s left is wiping out the Houthis to preempt any issues at Bab al Mandab
👀
English
Musings of the Day, 6/28/26:
Gives new meaning to “Unrestricted Warfare.”
Xiaoyin Qu@quxiaoyin
China’s AI playbook: kill OpenAI and anthropic with free great models. Make it free. Then use cheap electricity to export compute as well. Currently the blocker is chip but Hauwei would catch up soon. Imagine a world where instead of paying hundreds of billions to OpenAI and anthropic, you pay almost zero to similar level of intelligence with cheap cheap inference. What’s gonna happen?
English
Qualcomm paying up to $10B for Tenstorrent is a bet on RISC-V cracking Nvidia's CUDA lock-in. The moat was never the silicon—it's the software nobody wants to rewrite. Jim Keller knows it. ⚙️
crescendo.ai/news/latest-ai…
English
@PatrickMoorhead @Beth_Kindig What about tenstorrent 🤔
English
@Beth_Kindig They announced the acquisition a day and half ago. LoL.
English
Qualcomm is reportedly in discussions to acquire AI inference and compiler startup Modular for $4 billion, a roughly 150% premium over the startup’s $1.6 billion valuation from nine months ago.
$QCOM $NVDA $AMD
English
Qualcomm in talks to acquire Tenstorrent for $8-10 billion, moving beyond mobile into AI data center silicon. Open RISC-V architecture, Jim Keller behind it. If this closes it creates a genuine third player in AI inference chips.
English