| Tweetovi |
|
Chamath Palihapitiya
@chamath
|
15 h |
|
This one worked out fabulously. Thanks @elonmusk twitter.com/chamath/status…
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
29. sij |
|
How’s it going?!?! Lol.
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
25. sij |
|
Feb/Mar based on finalized audit.
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
22. sij |
|
Will publish one late feb / early March when audited financials are done.
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
22. sij |
|
This is your best look.
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
19. sij |
|
I stopped at one of these places last time I was in Toronto before I flew home to get something for the plane. It was ridiculously good.
This is perfect food for a ghost kitchen. Cc @DiegoBerdakin
|
||
|
|
||
| Chamath Palihapitiya proslijedio/la je tweet | ||
|
Groq Inc
@GroqInc
|
17. sij |
|
The Groq architecture provides more than a 2x performance advantage over GPU-based solutions. Read the latest on @HPCwire: hpcwire.com/off-the-wire/r…
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
15. sij |
|
|
||
|
Chamath Palihapitiya
@chamath
|
15. sij |
|
Thanks nick.
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
15. sij |
|
The tide will only change when real rates go up...so in the meantime, until you see rates actually going up, I’d be long these new capital providers as they should grow at superior rates to the market.
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
15. sij |
|
Who loses?
1) lenders (traditional banks) get crunched on their ability to arb the vig because borrowers of record (stripe, square etc) shop their deals relentlessly
2) LPs because VCs pay more for less because the companies they invest in have grown faster on less capital
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
15. sij |
|
So who are the winners:
First and foremost: The platforms that provide the most flexible and fastest pools of capital to those who need it
Second: the companies who take advantage of it to grow in new, non-dilutive ways
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
15. sij |
|
...lowering the cost of capital is a great way to super charge growth of your platform and create the necessary boundary conditions for lock-in...
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
15. sij |
|
Square Capital
Shopify Capital
Stripe Capital
Google Capital (GCP credits)
Amazon Capital (AWS credits)
Etc
Etc
Etc
The Internet’s version of quantitative easing...
|
||
|
|
||
| Chamath Palihapitiya proslijedio/la je tweet | ||
|
Thomas Sowell
@ThomasSowell
|
15. sij |
|
If you are serious about wanting to improve education, do not vote more money for the education establishment that has been dumbing down the schools for years. Vote for vouchers, tax credits, or anything else that will transfer decision-making power to parents.
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
14. sij |
|
Nicely done.
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
13. sij |
|
Lessons of History by Will & Ariel Durant
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
13. sij |
|
Lessons of History by Will & Ariel Durant
|
||
|
|
||
|
Chamath Palihapitiya
@chamath
|
13. sij |
|
In the last 3421 years of recorded history, only 268 have seen no war.
|
||
|
|
||
| Chamath Palihapitiya proslijedio/la je tweet | ||
|
Ricky Gervais
@rickygervais
|
10. sij |
|
If you don’t believe in free speech for people who you disagree with, and even hate for what they stand for, then you don’t believe in free speech.
|
||
|
|
||