Fat Tail Capital @FatTailCapital
Value on bottom, froth on top. Joined November 2013-
Tweets8K
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Followers24K
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Following672
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Likes21K
1 down. 10,000 more FRL metaverse employees to go.
Fat Tail Capital retweeted
this* is why capitalism wins *because we can and will securitize anything
Congrats on reaching the last day of European ESG/microcap/shitco analysts who you’ve never heard of, much less interacted with, coming out of the woodwork to beg for II votes.
Fat Tail Capital retweeted
zuck, my boy. what’s happening. idk if you saw the response to the capex guide but long story short, it’s not great. they’re saying uh, uh, there’s no cost discipline & the ROI from AI is unknown. have you seen the pic of you w the mustache? yeah i’m thinking that’s our strategy
Staples now outperforming Nasdaq YTD h/t Michael Dick
*FTC ALLEGES TAPESTRY-CAPRI DEAL WOULD HARM LUXURY GOODS MARKET “Coach and Michael Kors. Luxury?”
Even Peacock discloses subs $NFLX
MS double upgrades EBAY and downgrades ETSY…on a rel val play. Everyone is a pod boy now. #peakpod
“NetApp Announced an Expansion of Partnership with Google Cloud” is a funny headline NetApp and GCP CEOs negotiating with each other:
Fat Tail Capital retweeted
you: i use Claude 3 Opus for coding me: i use the Amazon Shopping app for coding
GPUs, HBM, GLP-1s, chicken wings, $15 salads, 155mm German artillery shells, it turns out it’s all the same trade
Does Tim Apple know something about the next FOMC meeting that we don’t?
Fat Tail Capital retweeted
Fucking hell, this is unbelievable
Every P72 PM reading this as they continue to hold weekly Sunday calls with Stevie
Every P72 PM reading this as they continue to hold weekly Sunday calls with Stevie https://t.co/gX5pIvQPH6
Fat Tail Capital retweeted
who did this
Every sell-side internet analyst: You know what the world needs? Another ad check with Andrew McLean.
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Per WH: The President is doing a live interview with Howard Stern on Sirius XM radio.
who did people think were buying the additional $30 billion from nvidia next year?
@DeepSailCapital “TAM is all the people who have pants and a belt.”
@friedoystercult Amazing. Call the Shark Tank guys.
An UNTUCKIt shirt that you can tuck in. Is that a business idea?
@FatTailCapital mmm controlled media so good. bags on bags on bags. yum yum. hehe skydance fiya fiya. ooh. more box office yes yes yes.
This is maybe the wildest Ad I have ever seen. “Won’t you consider the golfers?!?!”
Did you know that about 25 million people in the U.S. enjoy playing golf? All golfers rely on equipment that is made from natural gas and petroleum, including golf balls, dry-fit shirts, shoes, golf bags, and club grips.
AI Agents have the potential to democratize knowledge work in the same way that SaaS democratized software. And as we've seen in the past couple of decades with software, every time you make a service cheaper and more available, you dramatically increase the size of the total…
Breaking News! Awesome news my Polish brothers! CTM-290 ballistic missile footage for the Poland is just revealed for the first time. The missile was launched from Homar-K in front of Polish government officials. CTM-290 missile's range and warhead performance is same as…
Good sign for Nvidia's 2025: Meta - "We anticipate our full-year 2024 capital expenditures will be in the range of $35-40 billion, increased from our prior range .. we continue to accelerate our infrastructure investments to support our artificial intelligence (AI) roadmap."
Snowflake Arctic 475B model makes a ton of sense While LLAMA 3 70B is better, its inference costs are too high for large batch size cuz dense $SNOW 128 Experts 17B per fwd pass, moderate batch, worse tok/s/user But offline inference on databases, massive batch, way more efficient
@netcapgirl there really should be a separate Feed that just Kendall-fies all important earnings events
Imagine a service where someone can drive you if you are unable to do so yourself. #FacePalm $TSLA
My mother-in-law, who is turning 80 this year, is looking forward to Tesla’s robotaxi service. Since she does not drive, a robotaxi will enable her to go visit friends, do grocery shopping and live an independent life. It will be a life-changer for seniors. @elonmusk
A-10cels really will do anything except go to therapy twz.com/air/minigun-ar…
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