Joined March 2011
- Tweets 27,075
- Following 1,184
- Followers 40,132
- Likes 66,839
2,899 Photos and videos
2026!
"KPMG retracts a report on AI's benefits after it has been found to exaggerate AI adoption with case studies that appear to have been based on AI hallucinations"
ft.com/content/b3828e92-4961…
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"On the power of AI: it’s nowhere near as good as you think it is, and it is nowhere near as bad as you think it is... It doesn’t know what day of the week it is.”
wired.com/story/mark-zuckerb…
$META
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Trevor Scott retweeted
Jun 12
SCOOP: Meta plans to clamp down on skyrocketing AI costs inside the company by imposing limits on employees’ token usage, the company told staff in a memo on Tuesday, just weeks after it pushed them to adopt AI tools in their work.
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Jun 11
$SPCX
"Starlink has started charging a $10/month rental fee for hardware... This is in addition to Internet service prices, which Starlink recently raised by $5-$10 per month. Starlink is charging $55 a month for 100Mbps, $85 for 200Mbps, and $130 for the “Max” at 400Mbps."
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Jun 11
Perhaps this improves, but satellite only replaces your broadband provider if you're stuck with DSL or poor fixed wireless. Cable and fiber providers can offer similar speeds with lower latency, greater reliability, and no dish installation. Satellite shines in remote areas.
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The 🚩s are coming in faster these days.
Jun 11
OpenAI is considering drastically lowering the prices it charges users as it seeks to win customers from its rival Anthropic wsj.com/tech/ai/openai-consi… via @WSJ
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Jun 11
😂
"Drastic price cuts could potentially erode the profit margins of both companies, which already lose billions of dollars because of the enormous cost for computing resources needed for AI systems to process queries and carry out tasks."
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Trevor Scott retweeted
Jun 8
The software debt crisis isn't over yet. A large wave of loan maturities will arrive in 2028 & beyond. As refinancing pressure builds, more sellers may turn to $CSU $TOI.V $LMN.V. The recent Finastra deal is a good example: a PE owner divesting a leveraged, non-core asset.
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"One of $FFH 's greatest strengths is that its mistakes have been visible, painful and well documented. The scars from the hedging years, overconfidence in macro calls and periods of excessive complexity are not hidden away, they are worn almost like war medals." @NigelWoodman
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Isn’t this precisely what happened during the dot com bubble, which led to a mountain of cancelations?
$AVGO Broadcom CEO Hock Tan: Long lead times are encouraging customers to place orders years ahead of deployment.
“They are placing their orders early and they're placing their orders now, and they are placing orders in fairly huge demand.”
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Big skew here with comp...
" $TVK.to Chair, CEO, CIO, President of Gas, & President of HVAC are all extremely incentivized through shares. If the stock compounds at 15% until 2032 their shares and options are worth ~C$505m, ~C$80m,
~C$55m, ~C$55m, and ~C$11m pre-tax." - Plural
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What I really enjoyed about this write up is Chris didn't bias it like most Substack writers (myself included). He clearly calls out operational weaknesses, key man risk and weak organic growth rates.
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"Executive officers are required to invest 75% of their after-tax incentive bonus into Common Shares. The shares are held in escrow for a period of four years." $CSU.to
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Locked in 🔒 Audio mode on iOS
Settings > Accessibility > Audio & Visual > Background Sounds
Personal favorite: Rain On Roof
Runner up: Ocean
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