AI Engineer at @FundaAI. All views are my own and do not constitute financial or investment advice. Not my employer's opinion.
Toronto, Ontario
Joined April 2015
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@FundaAI is now at #8 on the Finance leaderboard, helped by a popular post on Physical AI. We expect to widen and deepen coverage on all things AI adjacent, so watch this space.
We'll shortly publish some thoughts on $meta Wonder, the state of Meta's compute demands, and likely capex needs.
I really dislike OpenAI's policy of frequent resets. It creates a sense of underlying anxiety for engineers.
if a project can only be completed by relying on resets, then the absence of resets implies incurring higher costs. Well...
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Thank you for getting us into the top 10 of the Substack Finance leaderboard, and for saving me from having to explain to Lip Bu that I work for a top 11 Substack.
The TomorrowX Summit lineup keeps getting bigger. Ten new names joining us in Austin this November 17-18.
Just added:
Lip-Bu Tan (@Lipbutan1): Intel (@intel)
David Sacks (@DavidSacks): Craft Ventures (@craft_ventures)
Brad Gerstner (@altcap): Altimeter (@AltimeterCap)
Dina Powell McCormick (@DinaPowellMcC): Meta (@Meta)
Keller Cliffton (@Keller): Zipline (@Zipline)
Clem Delangue (@clementdelangue): Hugging Face (@huggingface)
Jed Finn: Morgan Stanley (@MorganStanley)
Dr. Scott DeBoer: Micron (@MicronTech)
Mo Zhou: FUNDA (@FundaAI)
Drew Perkins: Eridu (@EriduAI)
The lineup so far:
Jensen Huang (@JensenHuang): Nvidia (@nvidia)
David Solomon (@DavidSolomon): Goldman Sachs (@GoldmanSachs)
Brian Armstrong: Coinbase (@coinbase)
Jon Gray: Blackstone (@blackstone)
Ali Ghodsi (@alighodsi): Databricks (@databricks)
Marc Rowan: Apollo (@apolloglobal)
Chase Lochmiller: Crusoe (@CrusoeAI)
Arvind Jain: Glean (@glean)
Aravind Srinivas: Perplexity (@perplexity_ai)
Tony Xu (@t_xu): DoorDash (@DoorDash)
Jitendra Mohan: Astera Labs (@AsteraLabs)
Lin Qiao (@lqiao): Fireworks (@FireworksAI_HQ)
Andrew Feldman: Cerebras (@cerebras)
Scott Wu: Cognition AI (@cognition)
Zach Dell: Base Power (@basepowerco)
Joe Lonsdale: 8VC (@8vc)
Guillermo Rauch (@rauchg): Vercel (@vercel)
Michael Eisenberg: Aleph (@aleph)
Rene Haas: Arm (@Arm)
Glenn Solomon: Notable Capital (@notablecap)
David George: a16z (@a16z)
Dylan Field: Figma (@Figma)
Matt Witheiler: Wellington (@Wellington_Mgmt)
Howard Lindzon (@howardlindzon): Stocktwits (@Stocktwits)
Hosted by @GavinSBaker @rbiscardi @AntonioGracias
Register at the link in the replies.
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@FundaAI is one of three that passed a recent audit of newsletters. The author says Funda's strongest signal comes with the fourth bullish mention of a stock - conviction building across successive research notes is a reason to follow the research over time.
quantdata.uk/research/financ…
