Chamath Palihapitiya

I mean, yeah, like that would have probably gotten my attention had I read it.

A billion dollars is, you know, reasonable position to have.

A billion dollars is, you know, reasonable position to have.

The business models of these companies are just far too good for them to get to the point...

The business models of these companies are just far too good for them to get to the point...

of having exhausted every other operational tactic that then they have to cook the books.

of having exhausted every other operational tactic that then they have to cook the books.

These are not the seven companies that are going to cook the books.

These are not the seven companies that are going to cook the books.

The practical thing that's happening that Michael is not technical enough to understand is that there are meaningful iterations in how kernels are working, in how the intention mechanisms of these models are being rewritten, in how people are swapping out HBM for SRAM in these designs, in how they're building, in some cases, really huge dies, in some cases, much smaller chiplets.

The practical thing that's happening that Michael is not technical enough to understand is that there are meaningful iterations in how kernels are working, in how the intention mechanisms of these models are being rewritten, in how people are swapping out HBM for SRAM in these designs, in how they're building, in some cases, really huge dies, in some cases, much smaller chiplets.

All of this creates more and more utilization.

All of this creates more and more utilization.

So these things last longer and they also need more.

So these things last longer and they also need more.

I think that in order to make these accusations, you need to have some modicum of technical groundy that I don't think he has.

I think that in order to make these accusations, you need to have some modicum of technical groundy that I don't think he has.

Here's the thing with shorts in general, which I don't like shorting.

Here's the thing with shorts in general, which I don't like shorting.

So let me just say this.