UnHedgedChatter
@UnHedgedChatter
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Observations and conjecture about professional speculators, public equities and transformative ideas. Not investment advice. Sources protected.
British Virgin Islands
Joined June 2016
“If you don’t know who you are, this is an expensive place to find out.” - Adam Smith, The Money Game.
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S-1 for WaterBridge Infrastructure LLC has hit the wire. $WBI
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< taps mic > It's about to ship.
cnbc.com
Meta's glasses are codenamed Hypernova and will include a small display in the right lens of the device, people familiar with the matter told CNBC.
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Bloomberg: Apple Explores Using Google Gemini AI to Power Revamped Siri $AAPL $GOOG
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Redundant posts are usually for the purpose of historical search. It’s unfortunate there isn’t a way to augment one’s feed without spamming all followers, i.e. silent tweet.
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"Indexing can't work well forever if almost everybody turns to it. But it will work all right for a long time." - Charlie Munger (October 14, 1998).
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BREAKING: Posts from earlier in the week are being deleted in large numbers.
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BBG: JPMorgan to Pay $330 Million to Malaysia to Settle 1MDB Case [Compliance is a journey.] $JPM
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The first quadrillion token month is the hardest.™️.
We're setting up a LOAD of TPUs today and warming them up. Ever wanted to try Veo 3 in @GeminiApp?.
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What if this whole week has been pods de-grossing ahead of Jackson Hole? . The _worst_ part of X is that every user’s historical feed gets edited without notice when others delete content.
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Wish we had charts showing equivalent data for “private” markets. 🙈🙉🙊.
1/ 🚨Margin debt just hit record high . amplifier of market booms + busts.-2000 .com bubble with March 2000 peak.-summer '07 before S&P peak + before GFC.-post-covid S&P peak
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A nice reminder that not all new ventures succeed. Let's hope it doesn't end up in a SPAC in the months ahead.
General Fusion pleaded for new funding in May after it laid off 25% of its staff. The new round buys it precious months to pursue its scientific milestones.
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“It is true that Warren had a touch of brain block from working under Ben Graham and making a ton of money. It’s hard to switch from something that’s worked so well.” - Charlie Munger.
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🤷♂️.
We are truly only investing more and more into Meta Superintelligence Labs as a company. Any reporting to the contrary of that is clearly mistaken.
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Bloomberg: Anthropic in Talks to Raise Up to $10 Billion in New Funding
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