Dhaval Kotecha @dhaval_kotecha
Talk about AdTech & Software companies. Occasionally, talk about cricket. Anything I say is NFA! 🇮🇳 Joined July 2009-
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In light of Snowflake's 480B model they announced today (Snowflake Arctic), I wanted to talk a bit about model architectures, in particular Dense Models vs Mixture-of-Experts (MoE) models For reference, Llama3 is a Dense Model while GPT4 / Databricks DBRX / Mixtral / Snowflake…
I've been a huge fan of @safalniveshak's work starting from his book to now his podcast. One episode that I really enjoyed was with Swanand Kelkar and wanted to share something that really resonated with me 👇
I wonder why @FoundersPodcast has not done any episodes on Lee Kuan Yew yet. Or did I miss any? Charlie Munger had 2 busts of other people. Ben Franklin and Lee Kuan Yew. Everyone knows the former, not the latter as much.
Steve Jobs was the single largest individual shareholder in Disney and it all started with this $5 million check. In 1986 Steve Jobs was in exile from Apple. The company that would one day become Pixar was called Graphics Group. Graphics Group was owned by Star Wars…
This story by @AlbertBridgeCap gave me goosebumps. Good things happen to good people. ... and I'm so glad Max and Chica are in a great spot, mentally and physically! albertbridgecapital.com/post/stay-in-t…
Bought some more $MELI right here 🤝 Have a great weekend folks!
Many people who are half Ed Thorpe's age can't do what he can do at 91
Many people who are half Ed Thorpe's age can't do what he can do at 91
Investment in this company seems riveting. Can you guess what company I'm talking about?
New chapter for $ADTH begins!
“Losing money is what kills you. It's not the actual loss. It's the fact it messes up your psychology. You lose the bullets in your gun. Then the elephant walks by when your gun’s not loaded.” - Michael Platt
I'd say "adding to your winners" that have run so much is even more difficult if you look at your cost basis. Looking forward from now is the key!
I'd say "adding to your winners" that have run so much is even more difficult if you look at your cost basis. Looking forward from now is the key!
$NVDA going forward in just one slide
Peter Lynch's 25 Golden Rules for Investing. Sourced from his successful 13-year tenure at Fidelity's Magellan Fund, these rules serve as an excellent guide for investors of all sizes and levels of expertise who are seeking to return to the basics of investing. Let's dive in 🧵
"One of the most important investing skills is being honest with yourself about whether you're being patient or stubborn" ~ @morganhousel
"The reason people get good ideas in the shower is because it's the only time during the day when most people are away from screens long enough to think clearly. The lesson is not to take more showers, but rather to make more time to think." -@JamesClear
This ACQ2 episode was so good 👏
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Richard Moglen @RichardMoglen
135K Followers 1K Following Stock Trader & Student of the Markets • I help traders improve their systems & performance at @TraderLion_ & @Deepvue. Sharing Lessons from 100+ Market Wizards
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
CapitalGuy🇺🇦 @Crussian17
21K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
Quartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Eugene Ng @EugeneNg_VCap
20K Followers 1K Following Investor. Author. Angel. Founder@Vision Capital & Ventures. Investing in companies that reflect our best vision for our future. Musings on investing & life.
Thomas Chua @SteadyCompound
74K Followers 327 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
Beth Kindig @Beth_Kindig
130K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Luosheng Peng @LuoshengPeng
61K Followers 276 Following Engineer. Entrepreneur. Investor. Tweets are not advices. Never initiate DM to followers from my side. Don’t have a Telegram account. Do your own due diligence.
BahamaBen @BahamaBen9
54K Followers 2K Following
Makai McClintock @makai_money
3K Followers 7K Following Helping you escape the W2 grind | Financial independence by 30 | SMB owner | Real Estate | Equities | Bitcoin | 26 Doors and counting
อ้อมน้อ.. @nagamotosh4997
24 Followers 433 Following
Louis @Louis90081
65 Followers 318 Following
DayTradingNomad @DayTraderNomad1
289 Followers 2K Following Independent thinker, 3x college dropout. Semi-retired, living my dream lifestyle. I enjoy luxury travel, printing money, and proving people wrong ;)
วิไลวาส.. @Jemima554214
62 Followers 1K Following ตามฉันมาและปล่อยให้เดทของคุณเต็มไปด้วยความประหลาดใจและความหวาน! หน้าแรกจะมีข้อมูลการติดต่อของฉันเป็นครั้งคราว
aman sinha @11sc2020
131 Followers 2K Following
Hajiya Hajjah @HajiyaHajj97015
16 Followers 276 Following
Nicholas Rempel @nbrempel
3K Followers 387 Following Optimist. Programmer enjoying 🦀 #rustlang. Building @strobe_app.
pierpoint intern @pierpointintern
52 Followers 143 Following
Charles Harris @chasharris0025
12K Followers 454 Following Portfolio Manager, O'Neil Global Advisors, Inc. No investment advice and views are my own.
nikpopg @nikpopg
289 Followers 1K Following An enthusiast, engineer, teacher, investor, common fellow . . The Wise Journey to Abundance - https://t.co/3RrNC1jtKY . .
Daniel Jordan @Mrmarketlord
24K Followers 2K Following Market Master📊| I’ll show you how to manage &invest your money to become financially free 📈💰|Leverage my expertise to achieve optimal result now📈
JJ From Brooklyn @JJfromBK2029
9 Followers 23 Following
Jason Tate @JasonTate16256
394 Followers 542 Following
Billion @Billion155803
524 Followers 4K Following LEGIT AND SURE BETTING TIPS AVAILABLE 💯WIN MATCHES 💯VERIFIED
SPᴰᵃᵗᵃᵂᶦ�.. @spinupolu
0 Followers 256 Following
Summer time escaper @SummerH02022
153 Followers 2K Following Experience Investor Dear My followers, Hello, you are very lucky because I will share the most valuable share in the future. Now it's the time to buy Nio 📈
Lone trader @Traderdilse
159 Followers 700 Following Engineer by profession 😇 ♥️ love to Trade 🎄investor mind set. ♥️trader's analysis ......... love badshah songs,black coffee
ordrichard @ordrichard2
109 Followers 162 Following
Scott Poore @ScottPoore3
168 Followers 1K Following
Microefutures-Equitie.. @microefutures
54K Followers 16K Following https://t.co/9wdfhIu0JN Trading is led by 20 year market maker JJ @vwaptrader1 - Part of the Digital Branding Agency team at https://t.co/HfpfFuqSfm
Hakan Oner @Mydeniz
95 Followers 1K Following
Kreo @Kreolin16
0 Followers 3K Following
dan @dantells444
46K Followers 23K Following creator acquisition @ https://t.co/mSeBQUw92c ~ helping creators make more $$ online
hilsa @mtl199999
82 Followers 1K Following
Jorge Financial @Tomas8Jorge
503 Followers 6K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
bonas gold @bonas_gold
318 Followers 1K Following Bonas gold mining is a company that offers precious metals in various physical forms like #goldbars, #silver, #platinum, and #palladium #goldcoins, #diamonds
Investronauts @Investronautss
203 Followers 1K Following Not a financial advice 🚀✨ Tesla - AI - Nvidia - Tech - Spacex - the latest in companies, trends, and investment #Finance #Investing #Tech #Space
Jissmon George📚�.. @jissmongeorge
556 Followers 6K Following #Digitaltransformation #Money #Lifelonglearning
Ka567b @ka567b
0 Followers 1K Following
Rick Lobe @gangshalishyt
6 Followers 203 Following
GainGuru @_Gain_Guru
220 Followers 610 Following
DaoOfWager @daoofwager
20 Followers 210 Following Just trying to make a buck , With some skill and some Luck 🍀
insights @insights_alpha
81 Followers 2K Following
crisper987 @crisper987
22 Followers 22 Following
Sandip @s_zalawadiya
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LeBron Fans 👑 @LeBronJames
923K Followers 1.0M Following LeBron James news. #TeamLeBron #Strive4Greatness.🏆 @KingJames. 👑
Katie Hernandez @FromVelue
2 Followers 172 Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Mayur Dhamani @d_mayur11
133 Followers 1K Following
Tackeau @tackeau1764
167 Followers 553 Following I run a small family office | My values: humility, integrity, courage, generosity, loyalty.
Chenell Basilio @chenellco
18K Followers 1K Following I reverse engineer how top creators get to 50k+ email subscribers. You get the roadmap and save 25 hours of research each week @ https://t.co/j6dy3ppSDs
HUMBLED @vijay9933
651 Followers 3K Following none of my tweets are investing advise. I can buy or sell the securities anytime as I see it . please always do your own due diligence. I am here to learn.
Salty Long @salty_long5862
511 Followers 2K Following 5+ years of money management - market data daily - informational purposes only - Not Financial Advice
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
Brian Stoffel @Brian_Stoffel_
121K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9uly
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Richard Moglen @RichardMoglen
135K Followers 1K Following Stock Trader & Student of the Markets • I help traders improve their systems & performance at @TraderLion_ & @Deepvue. Sharing Lessons from 100+ Market Wizards
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice
Ian Cassel @iancassel
255K Followers 606 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
CapitalGuy🇺🇦 @Crussian17
21K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
Quartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Ophir Gottlieb @OphirGottlieb
151K Followers 215 Following Unpaid Verified. CEO @CMLviz. Contrib @Reuters @Factset @Refinitiv. Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML.
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Eugene Ng @EugeneNg_VCap
20K Followers 1K Following Investor. Author. Angel. Founder@Vision Capital & Ventures. Investing in companies that reflect our best vision for our future. Musings on investing & life.
David Aerne @meodai
4K Followers 997 Following Self employed Design & Interaction developer at Elastiq Ltd. Color Pimp, Pixel fetishist and cathode ray tube enthusiast.
FinChat @finchat_io
14K Followers 3 Following The complete investment research platform for global equities, powered by AI.
Junhan Chin @junhanchin
12K Followers 436 Following I can help you amplify, magnify and intensify the impact of your message.
Ramnath @rmnth
15K Followers 750 Following Visual notes on business, tech & philosophy | 💼 @foundingf @howindialives ex-Forbes India, Economic Times | 📚 The Aadhaar Effect (2018); The Contrarian (2024)
Allen Naliath @AllenNaliath
3K Followers 194 Following @stanford cs, president @stanfordbuilds, prev @amazon ml software eng, building lynx, bebrave, and redesigning the hearing test I get rejected daily
Von Humboldt @v_humboldt
147 Followers 429 Following In the pursuit of undiscovered investment ideas
Drew Dickson @AlbertBridgeCap
24K Followers 217 Following Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP.
Advait Paliwal @advaitpaliwal
4K Followers 1K Following 20 // disciple of experience // cs @brownuniversity (on leave) // vp @stanfordbuilds // @fdotinc, @_buildspace, @1517fund
Deedy @deedydas
68K Followers 4K Following Investing at @MenloVentures. Formerly founding team @glean, @Google Search. @Cornell CS. Tweets about tech, immigration, India, fitness and search.
Josephine Chen @josephinekchen
3K Followers 329 Following Partner @Sequoia (seed/A/B). Chef @joinRamenMafia
Bogomil Balkansky @BogieBalkansky
4K Followers 494 Following Partner at @Sequoia working with enterprise software companies. 20+ yrs product and marketing leadership @VMware, @GoogleCloud. https://t.co/FqsmCvWh6w
Konstantine Buhler @KostaBuhler
4K Followers 173 Following Partner at Sequoia Capital. AI Engineer, History Lover, Listener & Investor.
Sheel Mohnot @pitdesi
117K Followers 3K Following Posting stuff I find interesting. Work: @btv_vc, leading pre/seed rounds of fintech cos. apply to our accelerator https://t.co/LSnRc5xYjD! Always up for adventure.
Auren Hoffman @auren
61K Followers 811 Following CEO, @SafeGraph. GP, @FlexCapital. fmr CEO, @LiveRamp. loves: crazy ideas, weirdos, and email. host: World of DaaS podcast. reading: @AurenReads, @worldofdaas
Fintool.com (ChatGPT+.. @fintoolx
3K Followers 59 Following ChatGPT + Edgar: a financial copilot on top of SEC filings, transcripts, and news. FintoolGPT summarizes millions of docs and quotes exact sources
Nicolas Bustamante @nicbstme
2K Followers 2K Following CEO @Fintoolx (ChatGPT + EDGAR) | prev. founder @Doctrine (acquired). Value investing & BJJ
Mustafa Suleyman @mustafasuleyman
131K Followers 535 Following CEO, Microsoft AI | Author: The Coming Wave | Past: Co-founder, @InflectionAI & @GoogleDeepMind
Brie Wolfson @zebriez
9K Followers 1K Following weird & warm, used to @stripe @stripepress @figma and wax about company culture (https://t.co/r0dbKeCSRE)
Cognition @cognition_labs
123K Followers 19 Following Makers of Devin, the first AI software engineer. We are an applied AI lab focused on reasoning, and code is just the beginning. Join us: https://t.co/tpfZwEwGiq
linesbyloes | Marloes.. @linesbyloes
911 Followers 93 Following Consultant & Visual Thinker | Visuals for entrepeneurs and coaches | Learn to Transform Complex Ideas into Captivating Visuals. Check out Courses & Freebies.
Brotzky @brotzky_
10K Followers 95 Following https://t.co/4YFzILgc4h, https://t.co/qiVwYj4J1s, https://t.co/zbJGPGQW2X cto/cofounder [email protected]
sridhar @RamaswmySridhar
26K Followers 618 Following CEO @snowflakedb; founder @neeva Ex-@GreylockVC Ex-@Google SVP of Ads Ex-@BellLabs.
Cyan Banister @cyantist
59K Followers 3K Following Investor at Long Journey Ventures, artist, joy amplifier. subscription fees go to Inflection Grants: https://t.co/uSqtEEfUf3
Alex Telford @Atelfo
4K Followers 308 Following Tweets about the biotech industry, science, progress, and innovation | building better software for biopharma @Convokebio, ex-LS consultant
Mohnish Pabrai @MohnishPabrai
211K Followers 949 Following Pabrai Funds, Dakshana Foundation, Dhandho Funds; author of The Dhandho Investor and Mosaic.
Gene Munster @munster_gene
66K Followers 112 Following Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are not investment advice.
Sawyer Merritt @SawyerMerritt
662K Followers 314 Following Co-Founder of @TwinBirchUSA | sustainable lifestyle apparel. $TSLA investor. EV/tech news. My posts aren’t financial advice.
Teslaconomics @Teslaconomics
271K Followers 197 Following I post my conscious thoughts with the world, live life to the fullest, keep things simple, truthful & filter the noise. I am a long term ⚡️🚀 𝕏🔋 investor.
Bg2 Pod @BG2Pod
11K Followers 39 Following Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
The Woke Salaryman @wokesalaryman
25K Followers 16 Following Helping you break the chains of wage slavery in the capitalist hellscape. (Yes, we're *finally* on Twitter)
Phil @jphilipp
2K Followers 6 Following Choose your own realtime-generated adventure: https://t.co/41n93DsS11 Carving stories with Photoshop & AI: https://t.co/UnY2jjhz1v
Hidden Monopolies @SwitchCost
8K Followers 194 Following Equity PM 28 yrs experience | Fmr Head of Equities | Knowledge is the Compound Interest of Curiosity | Writing a Book "Hidden Monopolies" | Life Long Learning
Patrick McKenzie @patio11
164K Followers 796 Following I work for the Internet and am an advisor to @stripe. These are my personal opinions unless otherwise noted.
Chenell Basilio @chenellco
18K Followers 1K Following I reverse engineer how top creators get to 50k+ email subscribers. You get the roadmap and save 25 hours of research each week @ https://t.co/j6dy3ppSDs
Brent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
Shaun Maguire @shaunmmaguire
73K Followers 1K Following Partner @sequoia // @caltech physics PhD // quantum space crypto security (it's a niche but high impact field)
Dan Nystedt @dnystedt
20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Barry Ritholtz @Ritholtz
220K Followers 3K Following Welcome to the Dopamine factory! Chair/CIO of RWM https://t.co/St006fc1z6 Masters-in-Business podcast/radio host Director of Twitter Cognitive Dissonance
Mark Brooks @markbrooks
12K Followers 1K Following Co-Pres & COO @PermanentEquity, helper to 14 portfolio companies. Board @hwtears. Previously @themotleyfool & AOL. Management, strategy, SMBs, marketing, snark.
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Jesse Pujji @jspujji
175K Followers 8K Following Tweets about building ambitious bootstrapped companies. Exited @ampush. Now building a $1B+ bootstrapped venture studio @GatewayX
Sar Haribhakti @sarthakgh
74K Followers 1K Following
Be Honest! The name 𝕏 is far better than Twitter. Yes or No?
@elonmuskADO X should be the holding company that owns Twitter and Twitter should be Twitter.
Semiconductor expert shares his view on the industry ( $NVDA, $TSLA, $AAPL ): - He believes the semiconductor industry has reached the bottom as inventory levels are starting to come down. At the same time, inventories of some chips are still running a bit higher. - When it…
Pretty mind-bending that Microsoft didn't pass IBM in revenue until 2015.
Safari finish the article before you share it
@joelmcohen Sounds good Joel. Will do just that on Sunday morning!
@EugeneNg_VCap run along the Charles River on the Cambridge side and then over to the Esplanade on the boston side. can make a nice 5-6 mile loop out of that.
Going to be in Boston in a week’s time! Any favourite recommendations and must do? Running routes? Parks? Yoga studios? Attractions? Restaurants? Favourite things to do?
What’s the best sentence or paragraph you’ve ever come across?
Great new interview with Jerry Seinfeld. gq.com/story/jerry-se…
A friend who isn't on Twitter (Worldly Partners) compiled this amazing repository of Charlie Munger's wisdom ahead of the Berkshire AGM. It's a comprehensive tribute: all primary sources: lectures, interviews... even WesCo and Blue Chip Stamps letters! worldlypartners.com/charlie-munger…
Gem from computing history: when the first Microsoft Mouse was released in 1983, it worked in Word, but not all applications. In fact, the OS was still DOS! In those wild west years, everyone was still figuring out what belonged in applications vs. across the whole platform.
I knew Gartner but never looked at $IT prior to this episode. My two cents: - A willingness to conduct TAM math gets you paid - Access (to analysts) is 2x+ the value of reports (evident on sell-side as well) - B2B Wirecutter is a marketplace (if you squint a little) - CEO coming…
Today, we break down Gartner. Gartner provides research for leaders at big companies. It was founded in the late 70s by Gideon Gartner to advise businesses on IBM products. Today, it services 18,000 clients who, on average, pay Gartner $225,000 a year. Since 2004, the company…
Amazing easter egg / homage in the @Microsoft main corporate phone number. (Thanks @toddbishop for the tip!)
Josh Tarasoff on why stock pickers should be careful using stock market averages 👇🏻
Wonder whether @SnowflakeDB's new Mixture of Experts model has a philosophy expert or an anthropology expert?! Noo..... That's not how MoE models work. Learn more by reading this excellent from Snowflake's AI team...
Whoa! This gem of a video just came out. Featuring @mjmauboussin, @HowardMarksBook, and other great investors/authors. youtu.be/6Kas8LRJnGU?si…
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