$1,000 follows their calls into $1,055
peony@peonyKingOF$AMZN looks stupid cheap
peony@peonyKingOFai sovereignty clearly heating up re-entered $OVHFF
peony@peonyKingOFhe aint wrong
Kerrisdale Capital@KerrisdaleCapWe’re long $RRX, report at https://t.co/TO3tuc29aF. Regal Rexnord is a power transmission / motion control powerhouse that offers an excellent way to play the upcoming “Physical AI” boom, incl both industrial automation & humanoids, plus a fast-growing data center power biz. 1/8
peony@peonyKingOFhsai and robosense both worth about 2-3x imo
peony@peonyKingOFAs tech companies of comparable size scaled, they got their hands in everything - they owned the compute, the data, software / os, search, consumer tech, semis, retail sales, logistics, and countless other things. You can handicap the open source threat any way you like, but
Rohan Paul@rohanpaul_ai"The scaling of open source models, I think it's going down a very dangerous path. And if the path continues, I think we could get to a very dangerous place. I" ~ Dario Amodei's 2023 U.S. Senate testimony
1:28
