Stickwise Daily @StickwiseDaily

Joined October 2026

Tweets

7
Followers

2
Following

51
Likes

6

Stickwise Daily @StickwiseDaily

a day ago

Nvidia CEO jensen huang says no country produces AI researchers at scale like China. “Nobody does it… more seriously, at a larger scale and better than China does.” “we have very, very serious competition.”

0 0 0 1 0

View Details

Stickwise Daily @StickwiseDaily

a day ago

Ken Griffin on the AI build-out, in under two minutes: airline seats, the dark fiber of 2000, and how long a GPU really earns its keep.

Bloomberg TV @BloombergTV

2 days ago

Citadel CEO Ken Griffin calls for stronger bipartisanship, arguing that political differences shouldn't stand in the way of finding common ground, and says that President Trump will face challenges in the midterm elections. Watch our full interview here: bit.ly/4jsMPXR

4 5 20 4K 2

0 0 0 1 0

View Details

Stickwise Daily @StickwiseDaily

a day ago

Citadel CEO ken griffin says GPUs could go the way of airline seats. “I don’t want to be doom and gloom, but GPUs like airlines have a very low marginal cost to run.” He compares it to the airline industry. If supply outruns demand, prices go “into free fall” and that “upends all the investment assumptions.”

0 0 0 0 0

View Details

Stickwise Daily @StickwiseDaily

2 days ago

The founder of trading firm DRW says nobody knows what today’s AI chips will be worth in four years. “That is the trillion dollar question.” Don Wilson tells @TheStalwart and @tracyalloway H100 rental prices fell for months, then jumped when a new Anthropic model hit.

0 0 1 1 0

View Details

Stickwise Daily @StickwiseDaily

2 days ago

Anthropic told would-be IPO investors it made $16.8 billion last quarter. “Over $5 billion a month already.” "Customers spending 9x more than a year ago and they have $2 trillion valuation target." @theallinpod

0 0 0 0 0

View Details

Stickwise Daily @StickwiseDaily

2 days ago

Investor Paul Kedrosky tells @ezraklein the OpenAI, Anthropic and SpaceX IPOs together are bigger than every IPO since World War II combined. “The bubble is sitting right in front of people.” About half of US net worth is in stocks, he says, and “most of tech is currently AI.”