Wall Street West Coast @Colin_Sebastian
Personal account = opinions my own. Proud Papa of 3. UCLA/Vandy fan. US/UK dual. Top-ranked analyst in NASDAQ, Thomson Reuters/Starmine & TipRanks polls. San Francisco Joined March 2007-
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Should the U.S. Supreme Court grant presidents full immunity from criminal prosecution for "official acts" while in office? Remember, this would impact not just Trump, but also Biden, and everyone else elected in the future.
Democracy, free markets, global trade, individual rights...the recipe for peace and prosperity is very clear.
Buzzword in tech this week is certainly #capex We estimate Alphabet, Amazon, Microsoft and Meta together will spend almost $190 billion this year on capex, 40% higher than last year. $NVDA $GOOGL $AMZN $META $MSFT
Reposting w open replies. My argument is that an active resale market requires a “surplus” not a shortage.
Reposting w open replies. My argument is that an active resale market requires a “surplus” not a shortage.
Initial take is this looks like a big step for Llama; the gap between OpenAI and “everyone else” keeps narrowing. Looking forward to what folks are building on these open-source models!
Initial take is this looks like a big step for Llama; the gap between OpenAI and “everyone else” keeps narrowing. Looking forward to what folks are building on these open-source models!
Proud of my son @AlanHRSebastian who will be interning at @Tesla this summer in their Project Controls team in Fremont. #calpoly #calpolyengineering @CalPoly
The @WebSummit is really an amazing conference. Nowhere else would I have the chance to speak with the chief EU anti-trust exec. I asked her in 2019 why she was so focused on $GOOGL and $AMZN and not $AAPL "Because Apple isn't a monopoly and doesn't take advantage of others" 🙄
Very interesting analysis of one of Shopify’s largest merchant/brand partners…
Very interesting analysis of one of Shopify’s largest merchant/brand partners…
One nice thing about my @instagram feed is there are almost no political “suggested posts”, while TikTok is full of Biden deep-fakes, X is 90% trolls/bots, and Facebook is borderline. @Pinterest is another if you want to avoid the extremists on both sides this election year
We wrote about this in our 2024 Internet Sector Preview - Search is one of two key business models we are expecting from @OpenAI as they seek to ramp revenues quickly. #OpenAI #Google Good catch @aaronpholmes !
We wrote about this in our 2024 Internet Sector Preview - Search is one of two key business models we are expecting from @OpenAI as they seek to ramp revenues quickly. #OpenAI #Google Good catch @aaronpholmes !
Euro regulators: Google, get rid of cookies, they violate privacy! Google: Ok, and we'll even give the industry 4 years to prepare. Euro regulators (4 years later): Oh, wait, this could hurt competition!! Google, delay cookie deprecation at once! mediapost.com/publications/a…
Long-time Russian search engine Yandex selling off its Russian assets to Moscow-based group, including Lukoil. Kremlin applauds move, consolidates even more control. Yandex's founder: "Russia’s invasion of Ukraine is barbaric, I am horrified about the fate of people in Ukraine".
If you're not invested in the stock market, if you don't have a job where wages are increasing, you're no doubt still feeling the pain from inflation. This has to be impacting retired people more than anyone. Retail/restaurant jobs in my area are already paying >$20/hour.
Dog wearing glasses, drinking a cappuccino, and checking his social media account. Image created in about five seconds on Bard. $GOOGL
With regulators flexing their muscles, remember that companies like $META and $AMZN are *platforms* - millions of businesses use them to reach customers, to operate their businesses more efficiently. And there's no doubt in my mind inflation would be higher without Amazon.
There will be nearly $300 billion in market cap added to two companies at the open $AMZN $META #Magnificant2 #AI #MachineLearning
Sadly, Boeing’s fateful decision to let marketing and finance dictate aircraft programs over engineering and technology will take years to repair, if they ever can recover. This plane was flawed from the beginning. bloomberg.com/news/features/…
Kaz killing it at Shopify’s Investor Day - great job! @CanadaKaz @harleyf @tobi $SHOP
So folks in Honolulu have eyes wide open, the primary reason airlines merge is to reduce competition. My guess is Hawaiian brand doesn't survive the decade; say goodbye to narrow-body Airbuses, "regional HQ" will be gone, capacity trimmed. That's the playbook. @StarAdvertiser $HA
Does Uber routinely underestimate wait times for ride pick-ups?
Michael Antonelli @BullandBaird
33K Followers 2K Following Mkt Strategist at @rwbaird and author of “Bull and Baird,” a mkt blog. All tweets are opinion, I do not produce research. Chicago MBA [email protected]
tae kim @firstadopter
56K Followers 10K Following Senior writer at Barron’s. I'm writing a book on Nvidia. Priors: Bloomberg Opinion tech columnist, CNBC, buyside. Email: tae.kim@barrons dot com
rat king 🐀 @MikeIsaac
193K Followers 6K Following NYT tech reporter. tell me stuff at [email protected] or [email protected] / Text my signal username with tips: MikeIsaac.38
Baird @rwbaird
7K Followers 2K Following Global financial expertise focused on you. Trusted advice and services for individuals, families, institutions and corporations since 1919.
Willie Delwiche, CMT,.. @WillieDelwiche
21K Followers 301 Following @HiMountResearch founder | Teaching Econ/Finance at @insidewlc | Urban farmer & vintner "To recognize the significant in the factual is wisdom." D. Bonhoeffer
Eric Seufert @eric_seufert
39K Followers 2K Following Investor, Heracles Capital: https://t.co/VMWd6QtHGI | Analyst, Mobile Dev Memo: https://t.co/d8aHtDNdC4 | Developer, Theseus: https://t.co/gW7TUlA8Le.
Seplough @seplough6563
0 Followers 322 Following
Sluetheau @SluetheauyYw9
0 Followers 52 Following
Rough @Rough647849
1 Followers 314 Following
Melody Barrera @MelodyBarr82944
109 Followers 3K Following
Slawtit @SlawtitcFPnI
0 Followers 244 Following
Norenee @Noreneegj4h
0 Followers 230 Following
CharlotteEden @hEN1hknTmkX2E
0 Followers 279 Following
Thetautaw @Thetautaw9ZWCf
1 Followers 137 Following
Dnettoa @DnettoaBbD1h
0 Followers 139 Following
Tateigh @tateigh49240
0 Followers 315 Following
Cheanaez @CheanaezzibedU
0 Followers 266 Following
Teashee @TeasheeuNQ0r
0 Followers 137 Following
Candice @kezukamisu91179
1 Followers 67 Following
Natalie Johnston @NatalieJoh70303
15 Followers 793 Following
Taylor Holiday @TaylorHoliday
42K Followers 5K Following Building bridges between marketing and finance Agency CEO https://t.co/P2SGpbrqS5 Brand Partner https://t.co/HPP7oDqTy0 Software Founder https://t.co/deDUAEqJcE DM's open!
d1mntdxl72 @7d0bddd39
18 Followers 1K Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
Noel @teletoez16485
88 Followers 3K Following 아주 아름다운 나라예요. 당신 나라의 남자들은 매우 신사적입니다. 당신과 친구하고 싶어요 https://t.co/NhgNp24Amn LiYY1225543
Metin Akyüz @metinakyuz_
159 Followers 755 Following
caroline @carolin02194232
1 Followers 94 Following
Jenny Meiling @meiling_je84936
6 Followers 371 Following
Kwang @skiewthree
37 Followers 171 Following
matias campusano @matiascampusa11
70 Followers 165 Following
Vegh Wealth Managemen.. @VeghWM
18 Followers 127 Following Mary M. Vegh, President, Financial Advisor 🇺🇸. Securities offered through LPL Financial, Member SIPC https://t.co/m5N6TIIxCp
DaleNichols @2iKGtrCVysvr9r1
55 Followers 189 Following
Robert Peck @bpeck
8K Followers 387 Following Bob has followed the Internet and innovative technologies in digital media for over 20 years. Snap: bobpeck
Lloyd Walmsley @wammertime
1K Followers 659 Following Internet equity research analyst, photographer, Saints fan
Wei Chen @wchen0043
9 Followers 25 Following
Frank Soave @soave_frank
70 Followers 193 Following
Rox Agogo @roxagogo
167 Followers 921 Following
Glenn @MSmasle39623
378 Followers 5K Following See the world on the road, and get to know yourself on the way!
Bob Au @bwgold
32 Followers 126 Following
Make money easily @sy67J9A3dt7v7m
15 Followers 567 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Vondre Small @vondagreat
504 Followers 3K Following Product of the Crenshaw District LA sports fan, building my wealth in the stock market..
Dirk Hoerig @dirkhoerig
1K Followers 752 Following commercetools CEO. Focused on Commerce Technology and Innovation.
Wyatt Ramirez @WyattRamZ
474 Followers 6K Following Knowledge is worth money because, without knowledge, money is worthless. Nothing here constitutes investment advice. Please conduct your own due diligence.
Seasiez @Seasiez248205
190 Followers 3K Following
Martin @GrodzkiMartin
84 Followers 330 Following
bostonbri @bostonbri1
29 Followers 399 Following
Philip Lambrinos @PhilipLambrinos
158 Followers 1K Following
Gwen @Bella_jiren
5 Followers 86 Following I like financial freedom and I haven't met anyone who is sincere to me.☺️
Kevin Harmon @imadness
1K Followers 5K Following The Three Body Problem. True Detective. Fargo. Game of Thrones. Andor. Reacher. Severance. Podcaster. Dream that 1,000 people follow me someday.
pboodell @pboodell
208 Followers 1K Following
@jason @Jason
823K Followers 3K Following Host of the world's most important conversations: @twistartups @theallinpod & @liquiditypod; I also invest in 150 startups a year @launch & @founderuni
Michael Antonelli @BullandBaird
33K Followers 2K Following Mkt Strategist at @rwbaird and author of “Bull and Baird,” a mkt blog. All tweets are opinion, I do not produce research. Chicago MBA [email protected]
Liz Ann Sonders @LizAnnSonders
413K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Carl Quintanilla @carlquintanilla
425K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
Joe Weisenthal @TheStalwart
356K Followers 6K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
Bill Gurley @bgurley
666K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience
Aaron Levie @levie
2.5M Followers 630 Following Lead Magician (and CEO) at Box (@box); Huge ABBA fan. I don't fully endorse anything I say below. Go ☁
tae kim @firstadopter
56K Followers 10K Following Senior writer at Barron’s. I'm writing a book on Nvidia. Priors: Bloomberg Opinion tech columnist, CNBC, buyside. Email: tae.kim@barrons dot com
Mike Dudas @mdudas
146K Followers 812 Following investing @6thManVentures // co-founder @linksdao @theblock__
Antonio García Mart�.. @antoniogm
170K Followers 13K Following Founder @spindl_xyz. Wrote 'Chaos Monkeys' (https://t.co/LHo7HbnpNa). Wearer of many hats. גם זה יעבור 🇺🇲🇪🇸
rat king 🐀 @MikeIsaac
193K Followers 6K Following NYT tech reporter. tell me stuff at [email protected] or [email protected] / Text my signal username with tips: MikeIsaac.38
Baird @rwbaird
7K Followers 2K Following Global financial expertise focused on you. Trusted advice and services for individuals, families, institutions and corporations since 1919.
Willie Delwiche, CMT,.. @WillieDelwiche
21K Followers 301 Following @HiMountResearch founder | Teaching Econ/Finance at @insidewlc | Urban farmer & vintner "To recognize the significant in the factual is wisdom." D. Bonhoeffer
Alex Cohen 🤠 @anothercohen
189K Followers 1K Following Having fun on the internet. Building something new. Side project: https://t.co/XmAstakS3p. Previously led consumer product @carbonhealth
tobi lutke @tobi
339K Followers 2K Following @Shopify CEO by day, Dad in evening, hacker at night. Aspiring comprehensivist. (tweets auto delete) retweet/like=noteworthy share, not endorsement
Christian Fromhertz �.. @cfromhertz
82K Followers 1K Following CEO of The Tribeca Trade Group (TTG) Ex BAML Director ETF & D1 Trading. Momentum & Trend Trader. My MO: stay 1 step ahead of trends & momentum for TTG members
Bojan Tunguz @tunguz
188K Followers 8K Following Machine Learning ex Nvidia. Kaggle Quadruple Grandmaster. Data Scientist. Physicist. Catholic. Husband. Father. Stanford Alum. e/xgb. XGBoost.eth. AMDG.
Dirk Hoerig @dirkhoerig
1K Followers 752 Following commercetools CEO. Focused on Commerce Technology and Innovation.
MACH Alliance @MACHAlliance
2K Followers 317 Following Microservices-based, API-first, Cloud-native SaaS, Headless - best-of-breed MACH ecosystem. Vendor neutral, future-proof enterprise vision and architecture.
Embracer Group @embracergroup
14K Followers 106 Following The official twitter account for The Embracer Group. We embrace great people, great companies and great ideas.
Aeternus Capital @inverse_DK
885 Followers 331 Following Quality investor with value focus. Global equities. I also dabble in coding
Sakana AI @SakanaAILabs
19K Followers 0 Following We are a Tokyo-based R&D company on a quest to create a new kind of foundational AI model based on nature-inspired intelligence. https://t.co/LonvHEtlJR
Karri Saarinen @karrisaarinen
51K Followers 1K Following ceo of @linear | previously: design at @airbnb, @coinbase. yc alumn (s12)
Murray Shanahan @mpshanahan
16K Followers 314 Following Professor at Imperial College London and Principal Scientist at Google DeepMind. Tweeting in a personal capacity. To send me a message please use email
Thomas Wolf @Thom_Wolf
68K Followers 4K Following Co-founder and CSO @HuggingFace - open-source and open-science
kristin @kristineberth
4K Followers 2K Following freelance product growth, building a biz {more soon} ✦ keliz.eth
Vivek Girotra @vivekgirotra
6K Followers 3K Following M(ad) Man | VP Growth Marketing @TimesInternet | @BerkeleyHaas MBA
Rabah Rahil @rabahrahil
12K Followers 4K Following CMO @FermatCommerce | Prev @TripleWhale. Live in Austin. Marketing, Tech, Outdoors, Photography, Sneakers and Stoicism.
Yarden Shaked @YardenShaked
3K Followers 501 Following Co-founder & CEO of @varos_com | @ycombinator S21 | Building the data sharing platform to compare business KPIs to your peers
Jeremiah Prummer @JeremiahPrummer
5K Followers 2K Following CEO of @KnoCommerce, a @WeCommerce_co company. Helping DTC brands better understand who their customers are, and where they're coming from.
Wyatt @seowyatt
270 Followers 369 Following Mining consumer transaction data for major league sports teams as the founder of @castmetrics. TinySeed '23
Dan Nunn @danyay
3K Followers 897 Following occasionally tweet about dtc ecom and travel, but don’t get your hopes up
Dame Karen Pierce @KarenPierceUK
38K Followers 414 Following British Ambassador to the United States 🇬🇧🇺🇸 See also: @UKinUSA
Mani Fazeli @mcfazeli
2K Followers 492 Following Tech, politics, conservation. VP of Product @Shopify Checkout & B2B. Prev SVP Product @WaveHQ, co-founder @Betterez + @ContextLogic
Palworld @Palworld_EN
431K Followers 28 Following 🔥Available Now🔥 #Palworld is a brand new multiplayer open-world survival crafting monster-collecting game! Discord：https://t.co/gpYHEoXV1B
Ilya Sutskever @ilyasut
370K Followers 2 Following towards a plurality of humanity loving AGIs @openai
Anthropic @AnthropicAI
264K Followers 26 Following We're an AI safety and research company that builds reliable, interpretable, and steerable AI systems. Talk to our AI assistant Claude at https://t.co/aRbQ97uk4d.
Ian Goodfellow @goodfellow_ian
299K Followers 1K Following Research Scientist at DeepMind. Opinions my own. Inventor of GANs. Lead author of https://t.co/M6vl8pEifa
Hugging Face @huggingface
347K Followers 189 Following The AI community building the future. https://t.co/VkRPD0VKaZ #BlackLivesMatter #stopasianhate
Google DeepMind @GoogleDeepMind
946K Followers 275 Following We’re a team of scientists, engineers, ethicists and more, committed to solving intelligence, to advance science and benefit humanity.
Jim Fan @DrJimFan
230K Followers 3K Following @NVIDIA Sr. Research Manager & Lead of Embodied AI (GEAR Lab). Creating foundation models for Humanoid Robots & Gaming. @Stanford Ph.D. @OpenAI's first intern.
Brian Peters @brian_g_peters
8K Followers 1K Following Head of Partnerships @Shopify, Prvsly @Buffer | ❤️ Husband to Superwoman | Dad 👶🏻 Luke 🐶 Dierks | 🌲Outdoorist
Tri Dao @tri_dao
19K Followers 365 Following Incoming Asst. Prof @PrincetonCS, Chief Scientist @togethercompute. Machine learning & systems.
Albert Gu @_albertgu
9K Followers 90 Following assistant prof @mldcmu. chief scientist @cartesia_ai. leading the ssm revolution.
German Embassy @GermanyinUSA
59K Followers 424 Following Posts from the German Embassy in the United States. 🇩🇪 Ambassador Michaelis: @GermanAmbUSA 📧Newsletter: https://t.co/l6Pf1WWrmQ
Mark Crossfield @4golfonline
120K Followers 136 Following Teaching golfers how to get better | Giving you equipment reviews you can trust
Markus Boucher @MarkusBoucher
3K Followers 1K Following aka the Waterboy aka Bobby Boucher aka El Chicó de Agua @KNBR Host of the Murph & Markus Morning Show
Rod Brooks @rodbrooksTV
5K Followers 311 Following Drummer. 49ers/SF Giants pre & postgame show analyst for @NBCSAuthentic. One half of the “Quality Hang” podcast. Model citizen, zero discipline @qualityhangpod
Bob O'Donnell @bobodtech
6K Followers 499 Following President Chief Analyst at TECHnalysis Research covering smart devices #GenAI #5G #Edge #AR #VR #Cloud #Semis. Book author, speaker, musician @NotreDame grad.
Pika @pika_labs
116K Followers 55 Following Video on command. Website: https://t.co/G5bjmrMQsx Discord: https://t.co/bX68ThPTQH About: https://t.co/atvdcgbe9S
Patrick Moorhead @PatrickMoorhead
43K Followers 4K Following Ranked #1 tech industry analyst by ARInsights. Founder, CEO, Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 cofounder.
Jason Scheer @jasonscheer
26K Followers 616 Following Senior Editor/Publisher of https://t.co/9zDN617Wfg, Co-Host of the #WildcatScoop Podcast. FOE
Retail Dive @RetailDive
23K Followers 367 Following We provide business journalism and in-depth insight into the most impactful news and trends shaping retail and e-commerce. Sign up here: https://t.co/buQoTql0U0
RETHINK Retail @RETHINK_Retail
4K Followers 2K Following The evolution of #retail in today’s connected world. Join us as we explore the most recent trends & innovations in #commerce. 🔄🛍💡 #Podcasts #Publications
Michael Silver @MikeSilver
198K Followers 1K Following Backstage Media, @sfchronicle columnist; realmikesilver on the other app. Past: 70+ SI cover stories, Yahoo, NFL Network. Books: Warner (🎥), Rodman, N Coughlin
Aleksander Madry @aleks_madry
31K Followers 166 Following Head of Preparedness at OpenAI and MIT faculty (on leave). Working on making AI more reliable and safe, as well as on AI having a positive impact on society.
GlobalSF @global_sf
239 Followers 180 Following Paving the way for international companies to prosper in #SF while helping companies expand to global markets.
@BrianRoemmele Kind of misses the mark with common folks. Starts off looking like a Tuesday, she comes to the door in her PJs, and it’s bright as shit outside. Her front door is like 9 feet tall. Correction, front “doors”. Ceilings to high heavens with titanic sized marble island in kitchen.
Over 25 years I’ve probably done 20,000 interviews. Some micro, some macro. Foreign leaders, most US CEOs etc. Also hundreds of panels at major conferences with people who consider themselves powerful. In that time - even as a newbie - don’t think I’ve ever given direct…
BOOM! The world’s longest continuous operating computer is still operating! It is also the farthest known computer. It is back online! “NASA's Voyager 1 resumes sending engineering updates to Earth” phys.org/news/2024-04-n…
Our Same-Day network and Prime Air drones are two innovations helping us deliver even more quickly for customers. So we're excited to bring them together. For the first time, drones will begin delivering orders from our Same-Day delivery site in the West Valley of the Phoenix…
As a Jewish Columbia alum, I want to send my support to current Jewish Columbia students, a diverse group with varying political views. Many are just trying to study. Happy Passover. ❤️
@girdley Huge signal that's easy to lose track of: There are people who will risk their lives to enter this country. The market supports your theory.
Visited the beautiful 🇩🇪St. Matthew‘s Lutheran Church in @sfgov. A landmark built in 1909 and serving an active 🇺🇸🇩🇪parish ever since. Spoke with Pastor Jennert about the community and their ecumenical outreach to other congregations, e.g. @templeemanuelsf. @EKD @GermanyinUSA
The greatest of all time is here: Welcome to Shopify @serenawilliams @WYNbeauty 💚 wynbeauty.com
@Scott_Wiener I need you to understand that your perspective and experiences as a single childless man do not reflect the experiences and perspectives of most Californians.
This is the power of being a subscriber to the DTC Index. Access to countless insights that answer the practical questions in your business. What is happening on meta? When do customers start shopping for Mother's Day? How fast are my competitors growing?
Just back from #MARS2024, and feel lucky to have been with such a brilliant, inventive, thoughtful, curious, and forward-leaning group the past few days. What’s happening in AI, Robotics, Automation, and Space is remarkable. I mean, truly remarkable. And the presentations…
Why did America destroy its own cities? A thread... 🧵
Working to find out but am on vacation in Europe so time difference lag. Will take time. Team @CNBC is on it.
@SullyCNBC How much outbound cargo is now trapped in the harbor? Serious question; I have not heard coverage of that.
I know I have a bunch of Miami U students / alumni who follow me so I wanted to tell you all.. My son accepted at the Farmer School of Business! Let’s gooo!! He loved the place so much, as do all of you I’m sure. @miamiuniversity @FarmerSchoolMU
@BohoCoach @lewing99 Nah, that's a RW talking point. Every city has a bad area. My best friend lives there, so I've visited a dozen times. I love it.
@Colin_Sebastian Crazy. I see no problem making sure regulatory gaps are filled as new biz models & dynamics emerge in a digital age. But to just apply the "monopoly" label is lazy. Find areas where free markets and competition are materially at risk due to abusive behavior, and solve for that.
Great conversation with @jimcramer about how @awscloud is heavily investing in all areas of AI for customer innovation. That includes Amazon Q, our AI powered digital assistant, Amazon Bedrock, our fully managed service for accessing the latest foundation models, and our own…
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