Bhupesh Saggar @BSaggar
Joined November 2014-
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@carlquintanilla @CNBC On the top of that, the Chinese open source models such as deepseek are dirt cheap for everyday tasks, how can U.S. based models such as ChatGPT and Claude survive? I don’t believe that U.S. based models are the best for complex tasks but that’s smaller % of use cases.
@gurgavin I suspect any attempted rally will be sold.
@FirstSquawk It’s not only H1B crackdown issue…AI related job cuts are also adversely affecting tech workers. Major tech companies have already announced tens of thousands of job cuts.
@KobeissiLetter Got to watch the bond market reaction to this tomorrow morning. If the fed independence is questionable, then It’s quite possibly that the bond market will sell off, dollar will weaken, possibly gold & crypto will rally…. thoughts?
@rinsana Can this cause the bond market sell off?
@ManuInvests @lukesagin From the consumer perspective, it’s easier to have one app for AV’s, rather than checking different apps for availability & pricing. Of course there will be more competition in certain markets such as China. where local apps will do better.
@ManuInvests Since you have studied AV’s, from safety point of view, due you believe that Tesla’s are safer than let’s say a Waymo? It appears to me that Waymo has a lot more SA features built in…thoughts ?recent announcements regarding AV? I do believe UBER will win @BillAckman
@BillAckman @NYCMayor Not only that the wheels were turned to the right (moving away from the officer), if the officer fired additional gun shots into vehicle through the drivers window, when it clearly away from him, that may go to his intent to kill. Complete investigation will establish the facts.
@oguzerkan Agreed. Uber is already operating in 70 countries. NVDA developed their product in partnership with Uber. It’s easier for auto manufacturers to deploy their robots taxis using uber. @HalftimeReport totally missed that point yesterday. @ScottWapnerCNBC
@davidfaber Since it’s a licensing deal and not buying Groq as company would perhaps avoid regulatory issues ? Also, leaving out cloud business seems to be smart given they don’t want to compete with their cloud customers.
@zerohedge Good time for Trump to step in and take a stake in orcl. Much better value now. Plus Larry Ellison is a strong supporter. 🤔
@munster_gene What if China doesn’t buy these old chips? NVDA & others have already lost billions of dollars in revenue so far.
@AFpost Terrible. Praying for his recovery. I hope the police catch the culprit quickly.
@gurgavin Putin is flexing his muscles…he seems to be further emboldened by Modi & Xi.
@shaunrein Not sure if you are making a political statement or a factual one. Container shipments from China are down significantly
Maggie 🍵 @angeldreamy197
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市場心理学研究... @Lujoom483
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