@NonGaap

Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..

 Laguna Beach, CA
nongaap.com
Joined August 2011
  • Tweets2.2K
  • Following1.6K
  • Followers37.2K
776Media
Material non-public information.
Daniel
@growing_danielJul 2
men do not understand why or how women find them attractive
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Zuck going back to his roots replicating successful consumer apps.
First Squawk
@FirstSquawkJun 23
ZUCKERBERG DIRECTED META TO CREATE PREDICTION MARKETS APP - NYT
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Peace through s̶t̶r̶e̶n̶g̶t̶h̶ grift. /s Jokes aside, I'm curious who'll run this vehicle and what the incentive structure will be.
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Is there any consensus on how ROI is calculated for AI token spend or are companies still figuring it out on-the-fly?
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YOLO Trades 🤝 Texting Ex "You asked me what I learned. I didn’t learn anything. I already knew that I wasn’t supposed to do that. I was just an emotional basket case and couldn’t help myself. So, maybe I learned not to do it again, but I already knew that." - Druckenmiller
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Interestingly, SpaceX S-1 doesn't disclose Google's stake in the company despite having a Google exec on the Board and reportedly owning a 6.1% stake in 2025.
Sawyer Merritt
@SawyerMerrittJun 5
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
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Hyper Sellers
Zephyr
@zephyr_z9Jun 5
So Meta, Google, Anthropic, SpaceX, and OpenAI will raise around $350B-$400B from the public markets in the next 9-12 months At this rate, Amazon & Microsoft will join the party too We might even see $550B-$600B raised from the public markets
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"Meta executives have been exploring 'creative' ways to raise cash..." 👀
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Fido: "The first day clients can sell without being labeled a flipper is the 16th calendar day after the IPO trades." Translation: You're not allowed to flip the shares until the index bagholders can buy them.
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Berkshire isn’t exactly just a passive shareholder. Through BHE they’re also one of the largest energy providers Google depends on to run its data centers. So they’re getting equity upside on Google’s AI growth and regulated utility returns on the power Google needs to actually do it. It’s like Berkshire is vendor financing Google’s energy demand. The valuation pushback is fair. But this investment isn’t just a stock pick. It’s putting Berkshire’s energy assets right in the heart of the nation’s AI infrastructure build.
Mike
@NonGaapJun 2
Abel indirectly explaining why $BRK would invest in Google's data-center buildout. Berkshire Hathaway Energy is evolving into an AI infrastructure play. youtube.com/watch?v=6hneO4MQ…
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Abel indirectly explaining why $BRK would invest in Google's data-center buildout. Berkshire Hathaway Energy is evolving into an AI infrastructure play. youtube.com/watch?v=6hneO4MQ…
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Half convinced this has something to do with contracting massive data center buildouts for NSA, etc.
The Wall Street Journal
@WSJJun 2
Breaking: President Trump chose Bill Pulte to be acting director of national intelligence. Pulte is currently the head of the Federal Housing Finance Agency. on.wsj.com/3PR8nRC

Trump Names Housing Chief Bill Pulte as Acting Director of National Intelligence

The president’s close ally will fill the role vacated by Tulsi Gabbard until a permanent replacement is named.

wsj.com
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"Anthropic is a Public Benefit Corporation, whose purpose is the responsible development and maintenance of advanced AI for the long-term benefit of humanity." 🧐
unusual_whales
@unusual_whalesMay 27
Anthropic CEO Dario has said: “The signature of [AI] is it's going to take us to a world where we have very high GDP growth, and potentially also very high unemployment and inequality.”
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Funded by Bagholder-100 index investors
Polymarket
@PolymarketMay 20
NEW: SpaceX will reportedly proceed with acquiring Cursor AI 30 days after its IPO.
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That's a Deluxe restructuring. It would've been 25% had the Board upgraded to Premium.
Joe Weisenthal
@TheStalwartMay 20
*INTUIT TO CUT 17% OF JOBS TO STREAMLINE OPS, FOCUS ON AI: RTRS
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"Shift AI token spending from OpEx to CapEx to boost adjusted EBITDA and improve company valuation" 🤔
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These Boards are 2-4x overstaffed too
Marc Andreessen 🇺🇸
@pmarcaMay 7
The confounding factor is that virtually every big company is overstaffed by 2-4x and has been for decades. AI is the catalyst/excuse to finally fix that. Of course nobody wants to say this out loud.
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SemiGartner
Jukan
@jukan05Apr 18
SemiAnalysis will generate $100 million in revenue this year, and the newsletter accounts for only a very small portion of that. This is something I’ve been thinking for a while: SemiAnalysis’s newsletter is basically a charitable project. He could shut it down at any time and it wouldn’t really matter.
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1. Reject drone deal. 2. Back a new drone company that acquires the drone tech to sell to the US military. 3. Profit.
Jim VandeHei
@JimVandeHeiMar 10
🚨🚨EXCLUSIVE-> U.S. officials admit biggest miscalculation of Iran war -planning. @axios obtained the secret Ukraine drone deal Trump Admin rejected - and now regrets⬇️ axios.com/2026/03/10/us-ukra…

Exclusive: U.S. dismissed Ukraine deal for anti-Iran drone tech last year

Snubbing Ukraine's offer ranks as one of the U.S.'s biggest tactical miscalculations before the war, officials say.

axios.com
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I'm half convinced the sources for this $TTD report: 1) Did not like the CEO's insider transactions, and/or 2) Wanted to throw a wrench in OAI partnership talks.
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