ShadowPro @Shadow__Pro
Florida, USA Joined August 2023-
Tweets6K
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Followers479
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Following4K
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Likes17K
ShadowPro retweeted
Let me understand this right… The current narrative is sell the AI capex payer because spend depresses FCF and buybacks. Buy the recipient because that same capex becomes revenue, margin, backlog, and scarcity pricing. So if hyperscalers cut capex, they can rip and the bottlenecks can puke. I’ve honestly sat here for a while thinking about this… have we created a market where AI capex is heads I win, tails I win? Capex up? Bottlenecks rally and drag the market higher. Capex down? Hyperscalers get the FCF/buyback story back and drag the market higher.
@donkeyknicks @HighyieldHarry @chamath yea u proly right 🤣🤣🤣
ShadowPro retweeted
Europeans flipping out over the suburban Flyover are a stunning vindication of the American way of life, and yet the most desirable and expensive places in the US are the ones that most embody high-density European-style urbanism, with all its attendant advantages and problems.
@mattfreed I'd love to brother...in due course.
@MattWalshBlog boomers put thier own folks in nursing homes for being square
the european mind could never...
La FIFA pidió a Gillette que ocultara su logotipo en el Gillette Stadium porque no era patrocinador oficial del Mundial. Mira lo que hizo la marca
@LeeKuanYimby I bet the food was better at clif house too
ShadowPro retweeted
40% of fatherhood is walking around the house, turning off lights.
@hendry_hugh Wonderful, happy fathers day Hugh.
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@HighyieldHarry @chamath ...strong metacognition is a function of courage
@HighyieldHarry tbf he addresses this in the longform segment on substack. For all the hate @chamath he can explain why he did x or y with a level of self awareness and clarity that most are too terrified to confront.
@AlexFinn it is for sure a category killer. do u wire in other models thru api keys or local ones?
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