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@George_Kurtz why did you not respond. Did you get in touch with @dharmesh ? i want to go all in $CRWD
@George_Kurtz i would like to introduce you to @dharmesh back in early 2025 i wanted to go all in on $HUBS at 9258 p/e and asked him for a suggestion. After that question $hubs never made it back. Now i want to go all in to $crwd the p/e is 7500. Can you help me with insights?
@AMD and @LisaSu your legal team should go after @SemiAnalysis_ and @dylan522p . Your employees & them seem to be discussing company confidential information/strategy and literally making life of investors worse. Why is an analyst firm(started in 2020) having a hold over big semi
@Srasgon , @PatrickMoorhead maintain their boundaries.. Cc:@LipBuTan1 @intel , @JensenHuang @nvidia, @Qualcomm @cristianoamon You as leaders and your investor relations should not be beholden to an analyst firm and sleep at the wheel. Wake up before shareholders revolt!
If you plan to play ball then you might as well hire folks out of @SemiAnalysis_ to run your companies roadmaps!
GoodfireAI another useless startup that raised too much with literally no revenue and now pivoting to ai alignment. LMAO. Not sure whats there to value at 1.5B eric is smoth talker!
3 yrs from now we will revisit to see why are we’re ina crisis. we shld thank @JensenHuang for glorifying GPUs as new oil/house, but priced differently , control the supply, colluded with @GoldmanSachs @MorganStanley @jpmorgan etc bringing worthless cdos with @nvidia as advisor !
@cristianoamon , @AkashPalkhiwala and auto head- probably you guys should step away from @Qualcomm . Every other chip vendor has a AI deal growing market caps to 1 Tr. You guys saying OWTO, IOHT , ewdge ai each time LMAO.😂🤣. Proof of Failed leadership.
@Vanguard_Group , @StateStreetETFs , @BlackRock , @InvescoUS understand you guys are passive holders but its time to kick the leadership and board to the CURB. By not acting you are burning through investor $$$ and failing on fiduciary duty.
feels like another @iRobot inthe making.. we all know how did it end for them.
NEW: AI robotics startup Physical Intelligence has raised $600m at a $5.6 bil valuation, w/ CapitalG leading, per sources.
Earlier this week, Pi released a new RL model that it says can help robots do tasks like fold laundry, pack boxes more quickly
bloomberg.com/news/articles/…
Vision -- build infra for AI..
Raise $100M SerA/Seed (what ever da f...that is)
What we got---Search+Extract., Find ALL APIs.
Paying Users---LMAO
Kudos:@paraga
CC: @ParikPatelCFA -- you can use this
@elonmusk - no wonder you fired this guy and the board.. including @btaylor
Ideal son @_mohansolo
the VCs strike again.. now dumbass VCs commenting about a tiny recursive model.. latching on some dumb ass engineers post reposting on linkedin. Jesus!
Now tell me how desperate is this guy i aint a big fan of appen scale and all te labelling cos . However, how can one keep up the cost 🤣 using big words like ASI. Joining Turing is end of one r&d career is what i think!
@perplexity_ai tell your founder to stay away from big boyz game. @Google and @sundarpichai handled this awesomely. What a waste of your $ bidding to buy Chrome for what??? Try to find a decent pmf beyond search. The best your CEO can do is BLOCK the critiques instead of facing