Viewing profile — drexlspivey

The public book went to 0 and LPs lost everything. The 80% number is a result of blending the Anthropic stake (+620% YTD, 25% of NAV) and the public book (-100%, 75% of NAV) = +80%…

Pardon for what? The crime of losing money?

It is not possible to buy a 4 trillion public company

No way you throw away Blackwell GPUs after just 3 years. Google runs 8 year old TPUs still at 100% utilization. Why would you depreciate them in just 3 years?

Same reason USA invades anything.

I thought Wireguard runs inside the kernel on Android since it ships as part of Linux now.

Consolidations like this were bound to happen. In the mid 2010s we had a good thing, only one streaming platform with pretty much every movie and tv show. Then every studio got gre…

Who is we? You are free to stop using their service

!#[deny(unwrap_used)] at the top of the file would take care of it.

Who estimated the cost at 800eur?

But practically speaking, is Meta going to be generating text or video content itself? Are they going to offer some kind of creator tools so you can use it to create video as a use…

How do LLMs help with clicks and attention minutes? Why do they spend $100+B a year in AI capex, more than Google and Microsoft that actually rent AI compute to clients? What are t…

You can hash yourself and check against the api with 5 lines of python

Oxy actually means sharp or acidic in greek. Oxygen was wrongly named like that (acid former) because it was thought to be the element to give acids their sourness but later many a…

There’s a screen recording at the bottom

Yeah poor microsoft, they invested $1B in 2019 and it’s now worth $135B

"Your honor, my client does not recognize the authority of this tribunal" -- Judgment At Nuremberg (1961)

Does an “open source” model the way you describe it exist or is it a mythical creature?

> What has post-Jobs Apple done? The Airpods are one of the most successful products ever

Google sold Tim Cook their search engine for $-25B per year

What are the benefits of this comment?

The practice as well as the percentage is industry standard by now but i have never heard of anyone complaining about the Meta tax or the Sony tax. It’s always the Apple tax which …

Let me break it to you, Play store also has a 30% tax. So does Steam, Playstation store, Xbox store, Meta quest store, Nintendo, Samsung etc. Why do people only complain about Appl…

A company buys back stock because distributing dividends incurs a 30% withholding tax.

> The bubble is that Nvidia got that money from its crazy high stock price, This is totally False, NVDA has not done any stock offerings. The money is coming from the ungodly amoun…