Acceleration. The intelligence gap widening between OAI / Anthropic and all others? Winner take most as @altcap has argued? 🧐
Pace settingView quoted post on X
Latest posts 5
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💸 @altcap put Warren Buffett's biggest complaint on tech companies to Jensen Huang:
BRAD: "One of the reasons that Buffett has said he doesn't like technology companies is they have this hit, they produce an enormous amount of free cash flow, and rather than ever giving any of it back to the shareholders, they go and spend it on something else.
And oftentimes, the something else isn't as good as the thing that caused them to generate the cash flow in the first place.
You guys are now spending over 50% of your free cash flow, buying back your stock, effectively returning it to shareholders while you have this exponential growth at the same time."
JENSEN: "We said 50%. I think this last quarter, we did 60% some-odd."
— @JensenHuang and Brad Gerstner on the @BG2PodView quoted post on X
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Every child - all 70 M - now have capital in the S&P 500 & its simple to add to it! 🇺🇸🤍🚀View quoted post on X
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Over the past 10 days, I became the digital Nick Shirley.View quoted post on X
Using public & private records my AI agent swarm found ~$787 million in government billing that made absolutely no sense.
Thread 🧵
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🇺🇸 “I’ve never met a greater patriot.” Jensen Huang thanked @altcap for making Trump Accounts into a reality:
"Somebody who cares so much about the industry, but even more so the country.
Your gift and your enthusiasm, and just tireless energy in coordinating, pulling together a lot of people in order to do something great like what you did.
Incredible."
— @JensenHuang, CEO of @nvidia , with Brad Gerstner on the @BG2PodView quoted post on X