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RT @ArthurMacwaters: Great ideas are everywhere. Great products are few.
The pain, iteration, arguments, failures, grind, and craft that is required to make great products is what makes them rare.
People who can embrace that process are rare
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RT @ArthurMacwaters: Great ideas are everywhere. Great products are few.
The pain, iteration, arguments, failures, grind, and craft that is required to make great products is what makes them rare.
People who can embrace that process are rare
Steve Jobs: “There’s a tremendous amount of craftsmanship between a great idea and a great product”
“One of the things that really hurt Apple was, after I left, John Sculley got a very serious disease. And that disease—I’ve seen other people get it too—is the disease of thinking that a really great idea is 90% of the work.”
But that’s never the case. As Steve explains, a product idea never turns out as originally conceived because you learn a lot from the details of building it, and there are always tradeoffs you have to make.
“There’s a tremendous amount of craftsmanship between a great idea and a great product… and it’s that process that is the magic.”
He compares a team working hard on something they’re passionate about to a rock tumbler:
“It's through the team--through a group of incredibly talented people--bumping up against each other, having arguments, having fights sometimes, making some noise, and working together... they polish each other and polish the ideas. And what comes out are these really beautiful stones.” tweet
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Stock Analysis Compilation
Nightview Capital on Tesla $TSLA US
Thesis: Tesla is positioned for significant long-term growth, leveraging its leadership in autonomous driving, energy storage, and electric vehicles while competitors scale back their efforts.
(Extract from their Q4 letter) https://t.co/G4oLNRSBb8
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Nightview Capital on Tesla $TSLA US
Thesis: Tesla is positioned for significant long-term growth, leveraging its leadership in autonomous driving, energy storage, and electric vehicles while competitors scale back their efforts.
(Extract from their Q4 letter) https://t.co/G4oLNRSBb8
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Quiver Quantitative
RT @InsiderRadar: A month after this insider purchase, $DDD has risen 27% today on news of a new partnership with Daimler.
The stock is up 8% since the insider trade was reported. https://t.co/rpi1S6zz7I
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RT @InsiderRadar: A month after this insider purchase, $DDD has risen 27% today on news of a new partnership with Daimler.
The stock is up 8% since the insider trade was reported. https://t.co/rpi1S6zz7I
🚨BREAKING: New CEO Insider Purchase
The CEO of $DDD has reported the purchase of ~$230K of the company's stock, increasing his ownership stake by 6%.
This is the first insider purchase he has reported in over 2 years tweet
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Investing visuals
2025 is shaping up to be the defining year for AI.
A breakdown of 7 companies that are indispensable in the AI era 🧵👇
#1 - ASML $ASML: Every cutting-edge AI chip whether from $NVDA, $AMD, or $TSM relies on $ASML tech. It’s the backbone of AI hardware innovation https://t.co/APD4kMPeur
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2025 is shaping up to be the defining year for AI.
A breakdown of 7 companies that are indispensable in the AI era 🧵👇
#1 - ASML $ASML: Every cutting-edge AI chip whether from $NVDA, $AMD, or $TSM relies on $ASML tech. It’s the backbone of AI hardware innovation https://t.co/APD4kMPeur
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Quiver Quantitative
RT @InsiderRadar: We caught a massive insider purchase at $FPH last quarter.
In their first earnings report since that purchase, they reported record net income, and the stock is up 40% today. https://t.co/WHaEcq4jM9
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RT @InsiderRadar: We caught a massive insider purchase at $FPH last quarter.
In their first earnings report since that purchase, they reported record net income, and the stock is up 40% today. https://t.co/WHaEcq4jM9
🚨 Massive New Insider Purchase
A director at $FPH, Sam Levinson, just reported the purchase of ~$10M of the company's stock.
This is the first insider purchase at the company in over 3 years, and comes less than a week after Levinson was appointed director. https://t.co/o3PTQE7GvH tweet
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Stock Analysis Compilation
Merion Road Capital on Alphabet $GOOG US
Thesis: Alphabet is well-positioned for future growth with its strong business fundamentals, advancements in AI and cloud services, and potential in autonomous driving and quantum computing.
(Extract from their Q4 letter) https://t.co/evUFiNyiyy
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Merion Road Capital on Alphabet $GOOG US
Thesis: Alphabet is well-positioned for future growth with its strong business fundamentals, advancements in AI and cloud services, and potential in autonomous driving and quantum computing.
(Extract from their Q4 letter) https://t.co/evUFiNyiyy
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator @HawleyMO is calling insurers who denied claims from Hurricanes Helene and Milton to testify in front of the Senate. https://t.co/kmpMloCiJC
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RT @QuiverCongress: JUST IN: Senator @HawleyMO is calling insurers who denied claims from Hurricanes Helene and Milton to testify in front of the Senate. https://t.co/kmpMloCiJC
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AkhenOsiris
Zuckerberg actually meant $60-65M of capex this year, with an 'M' for millions, not billions.
They will collaborate with DeepSeek to form DeepLlama, forging forward on the open source path.
Now all you 🐒 get out your pencils and figure out the spike in FCF this year and beyond.
(yes, this is a shitpost)
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Zuckerberg actually meant $60-65M of capex this year, with an 'M' for millions, not billions.
They will collaborate with DeepSeek to form DeepLlama, forging forward on the open source path.
Now all you 🐒 get out your pencils and figure out the spike in FCF this year and beyond.
(yes, this is a shitpost)
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AkhenOsiris
@DanielTNiles is in the market for a bridge in SF
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@DanielTNiles is in the market for a bridge in SF
If you really believe that it's possible to train a SOTA LLM for less than $5.5M, then I have a bridge in San Francisco that I'd like to sell you. - Bojan Tunguztweet