altcap (nhbwmsnhbwmshwts)

altcap

Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.

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Recent casts

Thank you for your attention to this matter! https://t.co/3HU47FBC4f

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🚨 Pod up: The fifth bestie returns @altcap Welcome back Brad Gerstner! -- Trump Brokers Gaza Peace Deal -- National Guard in Chicago -- OpenAI-AMD deal -- AI Roundtripping and the Bubble Myth -- Gold Rally -- Polymarket $2B investment, future of prediction markets https://t.co/bsGjjC9mXw

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Cerebras’ IPO failed because of revenue concentration to a Emirati hold co (G42) the US Gov wanted an embargo against Not because of “per-watt efficiency” As real time, high bandwidth models (ie Sora 2) reach mass adoption, ASICs with lower latency are the most viable option

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Top casts

Join our telegram channel to receive the real-time news flow. 欢迎加入我们的TG频道以获取实时的新闻流 https://t.co/IzTPOSNxUp

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Join our telegram channel to receive the real-time news flow. 娆㈣繋鍔犲叆鎴戜滑鐨凾G棰戦亾浠ヨ幏鍙栧疄鏃剁殑鏂伴椈娴乗n https://t.co/IzTPOSNxUp

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Onchain profile

Ethereum addresses