stef (buying atoms, selling bits)
@scheplick
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I love comeback stories, underdog stories, and freedom to build anything you want. My day job is building top financial tools to investing & trading.
NYC đââď¸SF
Joined January 2010
Gavin on how Blackwell and GB300 will end Google's position as the lowest-cost producer of tokens: "I think it's important that Google has been the lowest cost producer of tokens. And this is really important because AI is the first time in my career as a tech investor that
This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The
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I had no idea that more than a decade ago, Google put a $900 million investment into SpaceX That worked out nicely for them
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Hamas killed 1,200 innocent people on Oct. 7. Yet the world blames Israel. How does that make sense? Larry Elder explains why Israelâs survival is about more than bordersâitâs about civilization itself. Watch the Full Video now.
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âIf you had invested in Netflix at its IPO in 2002 (market cap of $300m), it would now be worthâŚâ Me in 2002:
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Reed Sheppard is actually filthy Look how skilled this dude is
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The 2025 Microsoft Excel Championship just wrapped in Las Vegas. It was an epic battle: former Deutsche Bank I-banker Diarmuid âThe Lebron James of Excelâ Early (Ireland) edged 3x champion and actuary Andrew âThe Annihilatorâ Ngai (Australia). Early beat 11 opponents in various
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Lenders can more easily work with state and local agencies to find grants and programs that may help borrowers afford a home thanks to our streamlined resources. Learn how.
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Good Will Hunting turns 28 today. No other movie scene quite captures the feeling of encountering a smug social media know-it-all, only to watch someone step in and annihilate them. God bless you, online saviours. https://t.co/Jf8ktRQLr6
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Itâs interesting to see how AI is commoditizing everything, including now even website makers like $WIX
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Looking at charts of companies like PagerDuty $PD is always fascinating because youâre reminded how slowly some companies can slip from hot IPO to the abyss
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Silver $SLV up over 100% since the start of the year I know no one who had this on their top picks list
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The plan was clean. The escape? Not so much. Midway City doesnât play fair. Wishlist this 4-player coop heist FPS on Steam today.
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Full Jensen story on Sega CEO saving Nvidia by turning a $5m contract for Dreamcast development into an equity stake in 1996: â[Segaâs CEO] decided that âJensen was a young man he likedââŚand if he would have kept that $5m investment, I think itâd be worth ~$1T today.â (Sega
The Jensen Huang Nvidia founding story is very nice. He raised a bunch of money from Sega in order to ship hardware that became the Dreamcast (The GOAT). They messed up in their development and were dead last in Silicon Valley. Jensen needed his last tranche of $5M from Sega or
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The single most overused word in the investing world right now is ânarrativeâ If I turn on financial TV or read a post from a top commentator, I am about guaranteed to hear something like: âThe narrative is changing right nowâ Or maybe âThe narrative is driving this marketâ
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$6.25 billion. 25 million children. $250 each. Susan and I believe the smartest investment we can make is in children. Thatâs why weâre so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation
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Before adopting Priority, Arkal struggled with disconnected systems, manual reporting, and disconnected data across multiple sites. Now? A unified ERP, real-time insights, streamlined reporting, and full control across the globe.
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At just 16, Robin Lee Graham departed from California on a solo voyage to sail around the world. His journey spanned five years, marked by storms, isolation, and countless challenges. Accompanied by his cat, he eventually met his future wife in South Africa. After completing
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Disposable income grew faster than overall debt in both '23 and '24. It will happen again in '25. In fact, household debt service payments as a % of disposable income fell last quarter. That isn't something we hear much about in the headlines.
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Ep 2 of Nationwide Amplified: Talaat McNeely, CEO of His & Her Money, shares how he went from drowning in debt to building a marriage of trust, hitting financial goals, & helping others do the same.
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As it turns out, some 90% of X, including all the so-called best trader or investors you follow, are people larping from other countries pretending to be American
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