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Why are value and macro investors so comfortable making highly confident prognostications about AI despite their manifest ignorance? I don't recall many tech/growth investors penning long, bearish, highly confident and utterly ignorant analyses about energy in 2022/2023.
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Someone should look into what happened after SoftBank sold their entire 4.9% stake in Nvidia in 2019.
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Someone should look into what happened after SoftBank sold their entire 4.9% stake in Nvidia in 2019.
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
We need a moratorium on OpenAI public appearances and press releases to stabilize the market.
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Wait until he meets actual shorts.
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Really fun to do this fireside chat with my good friend @DavidGeorge83 who has an exceptional track record. Dark fiber during the telecom bubble vs. melting GPUs today. Grateful to David and the @a16z team for inviting me. https://t.co/doDCpziRX8
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U