Scott Wainner @scottwww
Founder / investor. Founded @resellerratings, sold it, bought it back, sold it again for 1,000x. Investor: Tesla at IPO, SpaceX, Nvidia. Animal advocate. Joined April 2009-
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Scott Wainner retweeted
The brand damage is real and the emperor is totally naked. This example, regardless of the circumstances or how you or I feel about it, is but one of many that has led to this “death by a thousand paper cuts” situation in auto demand. For as long as there is no advertising and…
The brand damage is real and the emperor is totally naked. This example, regardless of the circumstances or how you or I feel about it, is but one of many that has led to this “death by a thousand paper cuts” situation in auto demand. For as long as there is no advertising and…
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Scott Wainner retweeted
Disney’s new "Holotile" real-time moving VR walking floor is insane. 95% of humanity will be more addicted to the Metaverse once this is rolled out.
“I hate to say things are a no-brainer,” Marino said. “But if you take a look at all the budget lines and all the capex spending, where is that going? It’s got to go to Nvidia, they have the best chips.” -Bloomberg bloomberg.com/news/articles/…
Scott Wainner retweeted
Satya & Sundar putting the market on their backs. 👍🙂
Scott Wainner retweeted
Sundar said to $GOOG's Youtube and Cloud to exit 2024 at a combined revenue of $100B. This implies 25% growth in each of the next three quarters, compared to YouTube up 21% and 28.4% in March. Take away: Maintaining growth rates around 25% despite larger numbers is sign…
Scott Wainner retweeted
Google CFO Ruth Porat says to expect margin expansion despite investing in AI infrastructure and AI talent in 2024. I'm surprised the $GOOG is not moving higher on that comment. Still up 13%.
Scott Wainner retweeted
Microsoft’s $MSFT $10/month GitHub Copilot is a top pick among coders, with more than 1.3 million customers using the tool so far. $AMZN $GOOG
All roads lead to $NVDA.
Scott Wainner retweeted
And there it is -- Alphabet $GOOG has approved a $0.20 share dividend alongside an additional $70B buyback. Is Amazon $AMZN next?
And there it is -- Alphabet $GOOG has approved a $0.20 share dividend alongside an additional $70B buyback. Is Amazon $AMZN next?
Scott Wainner retweeted
GOOGLE $GOOGL JUST REPORTED EARNINGS EPS of $1.89 beating expectations of $1.50 Revenue Ex-TAC of $80.5B beating expectations of $78.7B Total Revenue of $93.5B beating expectations of $91.3B
Scott Wainner retweeted
I wish all Tesla fans would try to have some class instead of constantly ripping on those more or less bullish/bearish than them. I've been baffled and disappointed by the Tesla bulls since 2022 - especially the ones who dont think Elon changed - but resisted making it personal.
Scott Wainner retweeted
Maybe obvious thought but last night I realized: The internet was just a way to move all human knowledge into a structured format easily accessible by computers so that AI could then arise and train on all of that Before the internet that knowledge was too dispersed, in books,…
Scott Wainner retweeted
This beauty was unveiled 6 years ago today.
Scott Wainner retweeted
It’s difficult to describe how insane a 25% tax on unrealized capital gains is. Not a one-time 25% hit. It’s compounding, annually taking 25% of every dollar of potential increase before it can grow. Not an exaggeration to say it could single-handedly crush the economy.
It’s difficult to describe how insane a 25% tax on unrealized capital gains is. Not a one-time 25% hit. It’s compounding, annually taking 25% of every dollar of potential increase before it can grow. Not an exaggeration to say it could single-handedly crush the economy.
Scott Wainner retweeted
Sam Altman says that he thinks scaling will hold and AI models will continue getting smarter: "we are not near the top of this curve"
Scott Wainner retweeted
When was the last time we heard about a company leading the tech trend with products that every other company couldn't get enough of? That company is now trading at ~27 next year EPS.
Scott Wainner retweeted
$META I am going thru the numbers again They sandbagged! There’s no way they don’t see an offset to that cap-ex mid point increase besides saying “it will be years until we monetize”… it’s misunderstood! They cut spend in Reality labs as losses there were only 3.8b less than…
Scott Wainner retweeted
Scott Wainner retweeted
Zuckerberg ends the call with his vision of building Agentic AI. These go beyond generative AI that you prompt. They are agents that get things done for you. That could be research a topic, buy something, etc. This is also know as personalized AI, and I'm a big believer in…
Zuck being refreshingly honest about challenges of building and investing in the near term, CapEx increase that front loads revenue recognition. Transparency. Realism. No spin. CEOs, take some notes. $META
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