J
@tofdaj
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Media via Telco || Forgot more programming than most || home is 🇦🇺 / 🇺🇲 / 🌍
Joined September 2009
So first off I'm (very?) long - $META Simply put - "Buy accelerating top line" This last quarter was a knock out in terms of 6% impression supply from increasing users against 14% price / impression. Combined with 88% incremental margin to deliver 60% FoA margin However...
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@ImmaYieldGuy I mean how you own Aus and not profitable? Major R&D or international expansion expense? Keep in mind Xero thought they could crack US and they've burnt a $100m+ with little to show
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This is the bear case for $AMD if a purpose is to have leverage against $NVDA -- Why wasn't it easier to support AMD to enhance their position as an alternative
OpenAI will send its first in-house AI chip to TSMC within the next few months to tweak and finalize the design for 3nm mass production in 2026 (tape-out), Reuters reports. OpenAI’s chip design team is working with Broadcom, and is led by Richard Ho, who formerly helped lead Google’s custom AI chip program. 1/2 $AVGO $TSM $NVDA #semiconductors #semiconductor
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@10footinvestor Suspect it is my (very) humble follower count + putting a link in the main post rather than as a reply Honestly, I was prepared for my account to be nuked 🤷♂️
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@stockthoughts81 Strongly agree, don't outsource earnings calls you would normally be on DO outsource calls you wouldn't regularly be on e.g downstream customers
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@sarahtavel Google seems constrained by compute and cost concerns OAI is clearly using a "reasoning" model, G won't even get off 1.5 The magic will really come into play the day you can connect a reasoning model with web AND subscription data e.g pitchbook
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AV is definitely on its way, the concern is 1) only 1 player really has it working or many? 2) will the player(s) engage with Uber or be fully vertically integrated through to app 3) If they engage on similar or worse terms than uber gets now 4) will AVs lower per mile costs and materially increase TAM 5) while the tech may work, how will different cultures accept it and regulate it (do we really need superhuman capability, or just top 10%)
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@abroninvestor Holding FY26 costs flat including inflation and AFL will be a heroic undertaking especially with Nbcu contracts already baked in They would need to cut the rest of their content budget by 10%+ Things will not improve until we get some real consolidating incl ABC and SBS
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RT @McKinsey_MGI: Falling fertility rates are reshaping populations—everywhere. Today in more than half of the world’s countries, the fer…
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In any case, I think the dispersion of forecasts on AV outcomes, and the timeline of getting there, is one of the most interesting conversations happening in tech behind AGI/ASI /end disc: long $UBER
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OK so $UBER having a good day in part based on some complaints about the most recent software update to FSD (13.2.7) around lane change choices, and speed management. Equally interesting is another crash of a cybertruck getting some attention. (cont....)
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@MarkDiStef killed it - well done connecting those pieces and calling out the bullshit front men
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Ignore the specific and take the generalised version of this question. LLM model vs app, who would you rather be?
Cursor and Anthropic are in that great dance. They love and need each other and are totally besties. And yet both know they need to know who's the irreplaceable one in the relationship It's the question everyone waiting to find out
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After $GOOG reported I kept seeing discussion about their capex being the main driver for the drop. I think there is a more immediate concern the market is reflecting. Yes, Search is growing but they're losing share. Total ad share dropping ~2.2% / year $META $AMZN
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