Pierre Ferragu @p_ferragu
Commenting on technology - no investment recommendations. newstreetresearch.com/technology-inf… Planet Earth Joined April 2018-
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Do you think Betsy built a short position before publishing this? 😂
Do you think Betsy built a short position before publishing this? 😂
Meta about to release a 400b LLM open-source, free-to-all. It is not going to help with my sleepless nights after discussing the future of pricing power for foundational models over dinner. Gonna be wild!
Très belle chronique, qui capture parfaitement ce qui fait de Bernadette de Lourdes un spectacle unique et exceptionnel. Bernadette n'est pas chargée de nous le faire croire, mais de nous le dire... C'est finalement un cheminement d'acte de Foi, qu'elle proposait avec aplomb,…
Très belle chronique, qui capture parfaitement ce qui fait de Bernadette de Lourdes un spectacle unique et exceptionnel. Bernadette n'est pas chargée de nous le faire croire, mais de nous le dire... C'est finalement un cheminement d'acte de Foi, qu'elle proposait avec aplomb,…
Today is the feast day for my preferred teenager Saint, Bernadette de Lourdes. I am thrilled to bring her beautiful story on stage. Like the reel below after you have watched it! youtu.be/XufUStNoI5o 10,000 likes on the video => I share on Twitter my latest research on $TSLA
Just took delivery of Model 3 Highland. Largely overlooked development for $TSLA IMO. The quality of the car is amazing. On par with the Model Y manufactured in Berlin. Unequivocal luxury sedan, way above the first Model 3. Tesla learns fast…
You will be missed, Drew, but I have no doubt the bench behind you is there and will rock! I have some names in mind! $TSLA ’s fate: attracting such talents, making them so successful, having to deal with early retirement. Not a bad thing as long as the talent pump works.
You will be missed, Drew, but I have no doubt the bench behind you is there and will rock! I have some names in mind! $TSLA ’s fate: attracting such talents, making them so successful, having to deal with early retirement. Not a bad thing as long as the talent pump works.
Melissa makes good point, doesn’t she?
In one night: ~$70m spent on an attack, $550m spent on defense. One seven years old injured. The more I try to imagine the future of warfare the less I make progress. Anyone knows any quality thinking developed and published on the topic?
I am quite bullish on X.ai 1) 80% discount over OpenAI. I understand Grok has accumulated less experience and has less means, but still very early days, does that really matter? 2) Elon is a massive advantage - freeing the organisation from nonsensical…
Awesome. Social media platforms are meant to be counter-powers, keeping governments and other institutions in check… this is what the press should be - an independent fourth branch of power. The press is not anymore, but thanks God we have Twitter! 👊👊👊
Awesome. Social media platforms are meant to be counter-powers, keeping governments and other institutions in check… this is what the press should be - an independent fourth branch of power. The press is not anymore, but thanks God we have Twitter! 👊👊👊
Very clever tweet. Even more clever question: how do we make mainstream car buyers get that?
Very clever tweet. Even more clever question: how do we make mainstream car buyers get that?
Awesome thread illustrating our thesis for AI semis: the winners don’t have the best chips but make the most of their chips. One out of thousands of optimization knobs. $NVDA has had an army doing this for 25 years. $GOOG for 10 years. Experience matters! Scale matters!
Awesome thread illustrating our thesis for AI semis: the winners don’t have the best chips but make the most of their chips. One out of thousands of optimization knobs. $NVDA has had an army doing this for 25 years. $GOOG for 10 years. Experience matters! Scale matters!
Prime lustration of our structural investment thesis for AI semis: the winner isn’t the one with the best chip, but the one who knows best how to make the most of one’s chip.
Prime lustration of our structural investment thesis for AI semis: the winner isn’t the one with the best chip, but the one who knows best how to make the most of one’s chip.
I have been thinking all day of an April’s fool joke that would not get me into trouble with the SEC. I give up. The SEC shall by my cross, and one shall never complain about one’s cross, because all others are likely heavier.
18 of us to celebrate Easter. The whole Rosary Club of the Webb Institute, which proudly represents nearly 10% of the student body, was with us this year. (If you don’t know the Webb Institute, check it. Best college in the country IMOO…)
Gary Black @garyblack00
412K Followers 99 Following Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. https://t.co/FVygs3Yhc0. Disclosure: https://t.co/omhTsCtilhSawyer Merritt @SawyerMerritt
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656K Followers 321 Following Co-Founder of @TwinBirchUSA | sustainable lifestyle apparel. $TSLA investor. EV/tech news. My posts aren’t financial advice.Farzad @farzyness
204K Followers 1K FollowingAle𝕏andra Merz @TeslaBoomerMama
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1.0M Followers 5K Following Editor of The Free Press @thefp Host of Honestly @thehonestlypod Head of @nelliebowles fan clubThe Next Platform @TheNextPlatform
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My favorite Starship launch view
This is one of the most British things in all of history
Currently, somewhere in New York, the @bdelourdesmusic show is being presented. It’s progressing, making strong progress. 🙏🔥 @p_ferragu
Sans doute mon post le plus important depuis l’annonce du spectacle @bdelourdesmusic il y a quelques années ! Voici le casting italien de notre formidable comédie musicale @Bernadetteitaly ! 200 journalistes ont découvert hier notre création et, je le dis avec toute la modestie…
Tra poco alle 11.05 alla Finestra del Papa racconteremo il musical Bernadette de Lourdes. Con noi in diretta Fatima Lucarini, coordinatrice del progetto italiano, il produttore @RobertoCiurleo e il maestro @VincenzoIncenzo @bdelourdesmusic
Payments were made today. Endless thanks to Elon Musk and his team. 💐 It is better to make a career in X ! 😂
The pastoral insensitivity of releasing a document bound to cause intense debate & division across the church, days before Christmas, is astounding. I encourage you to put down your pens and do what the devil doesn’t want you to do: think about the birth of Jesus & your family.
@p_ferragu x.com/BishopBarron/s…
Friends, I recently joined @benshapiro on his show to discuss the beauty and importance of the Jewish roots of Christianity. It is impossible to make sense of Jesus apart from his Jewishness, or of the New Testament apart from the Hebrew Scriptures.
@p_ferragu Can we please try to keep Broadcom fly under the radar for a little bit longer?
Vincent van Gogh only sold one painting during his lifetime, Red Vineyard near Arles, which now resides at the Pushkin Museum in Moscow. The rest of Van Gogh's more than 900 paintings were not sold or made famous until after his death. Johanna van Gogh-Bonger married the art…
Sergey was at Stability AI launch party last year. There, Sergey talked to Ashish Vaswani (inventor of Transformer). Instead of small talk, Sergey asks him why he picked sinusoidal position embeddings and whether he had tried other variants. Nerds never die.
Sergey Brin is worth $105 billion yet he was a core contributor on the Gemini AI technical paper, coding basically every day. Legend.
GPT-4 can still blow my mind sometimes
I’ve been at Microsoft for six years but sadly that time is coming to an end. The embrace by our leadership of dangerous technologists like Sam Altman has made me realize this is not a company that shares my values. I’m excited to announce that I have accepted a research…
What we’re doing at X matters and has everyone’s attention. I believe deeply in our vision, our team, and our community. I’m also deeply committed to the truth and there is no other team on earth working as hard as the teams at X. When you’re this consequential, there will be…
Look folks, even Jesus didn’t rise again until the third day.
Alright, this is ridiculous… I’m going to start spending my own money on advertisements!
🚨#BREAKING: Paramount, Warner Bros, Apple, and Disney have suspended advertising on X/Twitter, joining a growing list of companies.
The companies pulling out of advertising on X because of coordinated attacks from the Media + White House are some of the most morally bankrupt organizations on the planet. Between IBM, Apple, and Lionsgate, they have a great track record of: •Child slave labor •Rat-infested…