Jeff Richards (@jrichlive) started following @_clarktang on Oct 14, 2024

One of the coolest things about Altimeter is how open @altcap encourages us to be with our research process. In this interview w/ Jensen we asked him the questions we (as analysts) wanted to know - and sharing it with the community Some of my takeaways: 1/ Nvidia is a full

$AMD increases/extends estimation on AI accelerator TAM to $500B in 2028 - growing upwards of 60% CAGR https://t.co/yNE37aVoB8

“More people should be passively investing in index funds, now fewer.” Good 🎧

One of the most misunderstood concepts of capitalism is that the net earnings of individual citizens simply go into things like luxury homes and handbags. Some does, but thankfully the majority of those earnings are “recycled” and invested into innovation that betters mankind. 🤞

RT @_clarktang: One of the coolest things about Altimeter is how open @altcap encourages us to be with our research process. In this inter…

RT @elonmusk: Starship rocket booster caught by tower https://t.co/aOQmSkt6YE

“Why go to a tournament if you’re not going to try and win.” Tiger was focused from Day 1. 🐅 💪🏼 https://t.co/UqfnVQs4i5

RT @awong_SF: Public school enrollment is declining throughout the Bay Area but not in Dublin. Why? Because they built a lot of housing. 🧵…

The Strauss logo on the MLB helmets is lame. MLB that desperate for revenue? https://t.co/VS3fZAyMCj

Good listen 🎧. @JTLonsdale cofounded Palantir at age 21. Many hits since. thx @Ritholtz https://t.co/n5LJAJxq5K

related https://t.co/MyuBUmwNe0

related https://t.co/dddNWkk4Xl

So frustrating. For all the reasons discussed (increased tax rates, anti-business mindset, bureaucracy, public safety, etc.), SF tax revenue declines and guess what gets hit - education. 🤮https://t.co/1swP9QQtzO

RT @PGATOUR: Robot agronomy?! The future is now 🤖 Four self-driven mowers are deployed from 2 a.m. to 6 a.m. to mow 51 acres of land @BDCh…

RT @glennsolomon: Congrats @sarikagarg , @zotter and the entire @getcacheflow team on joining forces with @HubSpot - @YungerOren, our enti…

No surprise: the red circle was an amazing time to invest in the market (chart via GS, red line my add 😊) https://t.co/Id5R7acSzY

OG https://t.co/Svgi06yxRA

RT @nikitabase: Happy 10/10 - We 10x’ed the number of Projects available on the @neondatabase free plan. That’s 10 projects, each with 10 b…

“And above all, know the motivation of everyone speaking, and decide if that motivation works in your favor or against it.” Love this from ⁦@Downtown⁩ 💪🏼 https://t.co/nuf22Sk6Fn

Unless you send your kids to private schools 😉 https://t.co/tErvjoyT51

Pretty frustrating stats…

Had a fun conv w/a friend the other night who spent 30 mins extolling the virtues of Prop 13. He then proceeded to explain why we need to “raise taxes on the rich.” He also wasn’t aware CA + NY had created workarounds for SALT deduction. Sent him some reading material. Looking

42% of US GDP / 55% of employment 👀

“I’d also argue that over-investment in the semiconductor and foundation model layer actually should accrue to application companies over time in the form of more, better AI capabilities that we can infuse at lower costs.” 🎯

RT @hamm130: Exploring the impact of code refactoring on developer workflows⬇️ I would love to chat with anyone building or working on solu…

Good listen. “How NAFTA Broke American Politics” https://t.co/Jfc8muOY6l

"The future of refactoring may not be as painful as its past." The Road to a Cleaner Code Base via @hamm130 @notablecap https://t.co/Hvzyne2jmj

Jets haven’t made the playoffs since 2010. It’s probably the coaches 🧐

Also worth noting many investors own all three. Different focus/strategies. This was based on a conversation with a friend (as many tweets are) 😊

I love $SCHD and $VIG for the long term dividend income (reinvested), but it's always worth understanding "what you're missing out on." Value of $10K invested in each vs $QQQ 10 years ago: SCHD: $30,293 VIG: $31,388 QQQ: $53,602 (past performance no guarantee of future...🤞)

RT @PhilBeckner: “If consistency was a place, it wouldn’t be very crowded.” - Nick Saban

Wow

for those who have never lived in SF, this beach is typically foggy and 55-60 degrees 😂

"Estimates project this year’s SaaS market to be approximately $247.2 billion, compared to $102.1 billion in 2019 ($125.2 billion after adjusting for inflation)" https://t.co/WXWeLnZJdI

Everyone has life struggles. Who are these people to say the LGBT community struggles more than some abused child or wife? Or a man who is wheelchair-bound? This is insanity. If these are the people strategizing disaster preparedness, we're better off on our own.

OMG. THESE are the people and ideas that are driving the Hurricane response? Disaster equity? Next, it will be "storm justice."

NHC: "AIR FORCE HURRICANE HUNTERS FIND MILTON RAPIDLY INTENSIFYING INTO A HURRICANE" https://t.co/iztiuQe7Ko

Goldman: "We have lowered our 12-month recession probability by 5pp to the historical unconditional average of 15% in response. ... We continue to forecast consecutive 25bp cuts to a terminal rate of 3.25-3.5% by June 2025."

Interesting listen. THX @saranormous @eladgil @NoPriorsPod https://t.co/yfJ3FA8Wkm

The Porsche minivan flex 💪🏼 https://t.co/nCNSZpmdE2 https://t.co/mG7MbqoSfv

Purdy is on 🔥 today

Large cap software EV/Sales growth via @jpmorgan 👀 https://t.co/Je1kEOFPQB

RT @notablecap: Congrats to Notable’s @hamm130 who is in very good company on the @TechCrunch top NYC VC’s under 30 list 🙌

RT @levie: What a fantastic exchange. So much more we can get done when the government moves quickly and collaborates with the private sect…

Oops 😊

Lesson learned?

https://t.co/p4Xf5azcrM

Next level 🌯 https://t.co/eX5e8EHLBm

RT @jasonlk: At the end of the day, once you have even a mini-brand, maybe even $5m in ARR … Most marketing boils down to assisting word-o…

RT @utekkare: At @manufacturedcom , we do our best to help SMBs succeed. We're excited to roll out our Factoring Service! https://t.co/yc…

Took a look at my Wealthfront tax docs from ‘23. Over 4,000 automated trades with a focus on tax loss harvesting. Tax efficient, simple, returns beat 99% of active funds + hedge funds. Recommend. 💪🏼

Financial advisor or bookie? https://t.co/4y8Y29xWF6

Good listen w/ one of the best investors in tech, @altcap w/ @MebFaber. If you aren’t bullish on the future of technology and the stocks in the mix, it will of course make you 😡 (😊) https://t.co/6HRmVsEKyW

Be safe out there, folks 😂