$1,000 follows their calls into $1,051
CapexAndChill@CapexAndChill"That's something else that just blows my mind about the U.S. How so many financial institutions just rely on FICO scores. That's all they do. They're like, oh, if you have a FICO score above like X, here you go. There's a lot of data and there's a lot of just very simplistic
0:46CapexAndChill@CapexAndChillGarman: Trainium is "sold out for capacity through probably towards the end of next year." Most Bedrock traffic runs on it, and it's "maybe the best inference chip on the market right now." A training chip winning on inference cost and performance means AWS keeps that margin
1:10CapexAndChill@CapexAndChillWalmart is a special business. There are not many other businesses that can make the same case: "And the most important thing is not to sell those companies. No matter what happens, not to sell them. Until a business like Walmart goes into decline, permanent decline, don't worry
1:16CapexAndChill@CapexAndChillI intend to add some more $SE below $90.
CapexAndChill@CapexAndChillIts true. I find Nu and MELI to be very strong businesses. I think Brazil and Mexico are big enough for both of them to grow. But MELI will always have the edge in head-to-head competition. Nu is a global business that will scale beyond LatAm over the next decade. Great hearing
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