Hunter SPX Thompson ❎
@CoorsLightCEO
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northwestern mutual analyst , formerly sellside research— //Raytheon EMEA FP&A, Mercury Partners TMT alum, AntifaPERS (CIO)
New York, NY
Joined October 2012
My old roomate who is extremely offline found out that I had a Twitter with a few thousand followers and now just texts me when he thinks his thoughts are worthy of going viral
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I missed the entire recent AI rally . They know. The deep fryer is calling.
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i cant wait for a bubble meltdown i hate some of these people's entire worldview
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quarterly shareholder letter from an enterprise software vendor
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id ask what PLTR bogey was but its key investor base is still at highschool hockey practice right now
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sam defaultman is a new one
OpenAI adds a casual $38B to its $1.4T compute tab to get the week started Sure, why not? Sam Defaultman is just following the classic J. Paul Getty strategy of corporate finance... "If you owe Big Tech $1 billion, it's your problem. If you owe Big Tech $1.5 trillion, it's
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They gave me four pairs of chopsticks with my personal sushi takeout order
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Shoutout to @Vinny_Daniel0 for a riveting nyc marathon livetweet session
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That Sam Altman clip feels like an important moment. Everyone feels queasy. This was an interview that everyone should have prepared for—how does that happen
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Met a guy last night who said he showed up to his office in an emo costume and no one else dressed up. Seinfeld bit or some shit
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Just flat tire-d some dude’s margiela replicas. Lfg helluva start to the weekend
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long shot but does anyone keep up with LPL? why such a move off that print?
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sellside software analysts having to actually model a balance sheet / capex + depreciation
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it would be pretty funny if FOUR absolutely shits the bed
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i don't intrinsically understand how AI overview queries can monetize as well as standard search. you're not clicking through.
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