Davis Liu @davisliuSF
Joined August 2017-
Tweets110
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Followers4
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Following315
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Likes516
Yes the wealth tax was the straw that broke the camel's back. The proxy states: Moelis noted that the maximum the Company could raise was approximately $700 billion in equity capital over a number of years without Mr. Zuckerberg’s voting power dropping below 50%
@WClemente What are your thoughts on AI cryptography creating obsolesence risks for Bitcoin proof-of-work?
@mattmvinson More like $130bn of operating cash flow to spend on capex!
@noyesclt It was Grok Bot that shared the details, not Muse.
@TheUnhingedDad @BoringBiz_ This doesn't factor the effect of interest rates. Home price afffordability is a better indicator. Things obviously got better, but my point is that boomers at the time were probably also cursing the generation or two above them for ruining their prospects of economic success.
@ariaradnia Hard to say if there will be downstream impacts in mortgage because the GSEs take on the credit risk. Realistically lenders will favor Vantage because it enables borrowers to get a better rate / access to credit and these lenders simply sell off the loan to GSEs.
@thespencerwalsh Possible that ads are more relevant in the agentic era, not less.
@lukaivicev Amex Platinum gets 5x points on airline direct. Hotel direct an issue, yes, but Fine Hotels & Resorts comparably priced more often than not + perks like breakfast, 4pm checkout.
@rodriscoll Generally speaking, SBC is calculated in GAAP financials based on the time of grant, not what the stock ends up worth. So in this example, SBC would be $1 million, not $51 million. So therefore the SBC number would indeed represent the economic compensation to the employee?
@PeterBerezinBCA Pre-tax ROI doesn’t need to be anywhere near the range of 30 - 50% for these investments to be economically viable. Mid-teens or better is already solid.
@TBU12345678 It's because NYC is the most regulated ridehailing market in the country.
@TheRideshareGuy @grok Ah yes! They have a contractor program like the DoorDash model as well. But it's a minority of their volumes.
@TheRideshareGuy @grok Both organizations hire workers as employees. It's just a lot more fun to pick on Big Bad Tech!
@TheRideshareGuy @TechEquityEng Counter could simply be that TAM expansion is sufficient even if Uber loses some share? Mobility gross bookings growth of 20% + U.S. mobility accelerating this year is not too shabby for a business trading for sub 20x forward earnings.
@TheRideshareGuy @beffjezos @TheoVon The property taxes alone can make up a significant portion of a smaller municipality’s revenue.
@RihardJarc Great post! In the recent podcast that Alexandr Wang (Meta MSL) did, he said "it's increasingly the case that those who build the AI models have greater rights - economic and product rights - to build so much more around those models." I think this is what he meant.
@cloneinvestor @ariaradnia Those hours enabled you to build conviction, stay invested, and buy more when returns looked appealing, so your same time weighted S&P 500 return may have lead to much better dollar gains than a passive investor just looking at a number on the screen.
@peterwildeford Ha! That was the whole point of Jensen saying it was trained on mundane capacity…
Jerry Rice @jerryrice79
10 Followers 46 Following
Jerry Capital @JerryCap
60K Followers 613 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Harry Campbell 🇺�... @TheRideshareGuy
17K Followers 4K Following Founder at The Driverless Digest. A newsletter and podcast covering the business of Autonomous Vehicles.
Praetorian Capital @praetoriancap
10K Followers 2 Following Looking for the next big inflection. Hedge fund run by @hkuppy seeking absolute returns in a benchmarked world.
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Waymo @Waymo
144K Followers 185 Following The world's first fully autonomous ride-hailing service. Over 20M trips served and counting. 🚙 Need assistance? Send us a DM.
3Fourteen Research @3F_Research
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SemiAnalysis @SemiAnalysis_
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COATUE @coatuemgmt
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Waterport @WaterportCap
563 Followers 691 Following private equity investor running a long/short PA on the side, hunting the best businesses in the world
Harris @harris_p10
3K Followers 192 Following ML engineer @Meta. Longtime engineer, newly posting. Follow for an insider's view of AI: what works, what breaks, what’s hype. Opinions my own.
Zach Griff @_ZachGriff
193K Followers 424 Following Travel, tech, lifestyle. @Wharton MBA grad. Always on the move, preferably in the sky. Embrace the underscore. IG: @_zachgriff
BH @TcheeseRa
465 Followers 2K Following
NVIDIA DRIVE @NVIDIADRIVE
21K Followers 199 Following Transforming the automotive industry and the future of mobility with AI and accelerated computing.
fin @fi56622380
79K Followers 532 Following 立场不重要，事物的运行逻辑和内在规律才是更值得关注的部分 | 读过三个不同专业的学位，体验过两个大洲的尘世生活，设计过一次火星车芯片，还没有去看过心心念念的冰川
Peter Berezin @PeterBerezinBCA
54K Followers 901 Following Chief Economist @bcaresearch Formerly with Goldman Sachs & IMF. Aside from my trading log @StockcoachPB, this is my only account on X.
CapexAndChill @CapexAndChill
13K Followers 318 Following Long-term value in high conviction holdings. All thoughts are my own. NFA
Spencer Walsh @thespencerwalsh
4K Followers 262 Following Building Kinesic Capital. Previously Matrix and @DodgeAndCox. @Georgetown alum, CA resident, KY native. Not investment advice.
Stanley Tang @stanleytang
73K Followers 643 Following co-founder/cpo @doordash • doordash labs working on autonomous, drones & robotics
George Hadjia @GHadjia
12K Followers 2K Following Founder & Chief Investment Officer - Bristlemoon Capital Global L/S equities Subscribe https://t.co/qMdR4HXhka Views not investment advice
Peter Suzman @Biomaven
9K Followers 3K Following Long-time small-cap biotech investor & entrepreneur - currently co-founder of biotech startup. Perennial loser in New Yorker caption contest.
Pegasus @PegasusFund
250K Followers 550 Following L/S. Independent thinking. Nothing I say is investment advice.
Mark Zuckerberg @finkd
2.5M Followers 759 Following
Andrew Curran @AndrewCurran_
110K Followers 21K Following 🏰 - I write about AI, mostly. Expect some strange sights.
Eric Jhonsa @EricJhonsa
26K Followers 1K Following PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.
Patrick C Toulme @PatrickToulme
19K Followers 440 Following gemini & TPUs @GoogleDeepmind. Formerly worked on Meta MTIA and AWS Trainium. Opinions are my own. All blogs shared are personal work.
Silicon Salvage @SiliconSalvage
17K Followers 4 Following AI has killed software and tech stocks. Valuations are at multi-decade lows. Stock prices are in the trash. This is a once in a lifetime opportunity to buy fear
Warren Pies @WarrenPies
80K Followers 2K Following Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice
SuspendedCap @ContrarianCurse
28K Followers 1K Following generalist L/S | mostly us large caps / tech / consumer | semi cap cult for life | not financial advice
Sean @sean_________
10K Followers 3K Following TMT catalyst/event-driven trader with a focus on research.
Balaji @balajis
2.3M Followers 4K Following Author of the Network State. Founder of the Network School.
Alexandr Wang @alexandr_wang
829K Followers 939 Following chief ai officer @meta, founder meta superintelligence labs, founder @scale_ai. give everyone the adulthood they dreamed of in childhood
Soumith Chintala @soumithchintala
330K Followers 1K Following Building new things @thinkymachines. Also dabble in robotics at NYU. Cofounded @PyTorch. AI is delicious when it is accessible and open-source.
Evergreen Capital @evergreencap3
5K Followers 665 Following Tech investor | Posting since March ‘26 | Views my own, not advice
Apoorv Agrawal @apoorv03
20K Followers 991 Following Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views personal no investment advice
Paavan Gami @hiro_sugimoto_
788 Followers 2K Following in search of india's best businesses @ raas partners
Max Rettig @maxrettig
1K Followers 383 Following VP, Global Public Policy @ DoorDash | earnest but not especially clever tweets
TGOD01 @tgod01
329 Followers 333 Following Active money manager trading equities, futures and options for over 30 years. Day- and swing-trades.You might like
