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Nvidia Q1 2023
Nvidia released its Q1 2023 numbers and they look better than expected. More importantly their forecast for Q2 2023 is much higher than expected. Thanks…
May 25, 2023
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John
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Nvidia Q1 2023
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Is there a castle behind ML moat
There was an interesting article about how neither Google nor OpenAI have any moat. It is a good article and you should read that. Note: that article is…
May 7, 2023
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John
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Is there a castle behind ML moat
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April 2023
Google CEO salary
200+ million salary in a year when there was a round of layoffs (and hinted that there can potentially be more) Thanks for reading Tech, investment and…
Apr 23, 2023
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John
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Google CEO salary
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September 2021
Moderna financials
Today I learned that Moderna (and maybe Pharma industry?) has better margins than Facebook. Moderna made Net Income (Income after taxes) of 2.7 Billion…
Sep 17, 2021
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John
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Moderna financials
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August 2021
Uber + DoorDash Q2
Delivery Even though Doordash is operating only in fewer countries compared to Uber its Gross Order Volume is very close to Uber delivery volume. Uber…
Aug 14, 2021
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John
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Uber + DoorDash Q2
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July 2021
AMD Q2'2021
AMD had an amazing quarter with its revenues up by 99% YoY and its data center segment revenue up by 183% YoY July 27 2021 was a big day in terms of…
Jul 28, 2021
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John
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AMD Q2'2021
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May 2021
Bitcoin arbitrage opportunity
https://robinhood.com/crypto/BTC https://www.coinbase.com/price/bitcoin There is always a non-trivial difference between price of Bitcoin on robinhood…
May 20, 2021
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John
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Bitcoin arbitrage opportunity
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April 2021
Autopilot CEO
Nytimes recently had an article about CEO salaries and how they remain (are trending up) very very high. If COVID has shown anything it is that…
Apr 26, 2021
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John
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Autopilot CEO
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Outrage with the machine
Charlie Warzel (@cwarzel) had this nice post here about his initial subscriber numbers and why it is orders of magnitude lower than that of Glenn…
Apr 25, 2021
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John
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Outrage with the machine
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Mr. Market
Mr. Market was first introduced by Ben Graham in his classic book “The intelligent investor” Mr. Market is a manic-depressive with irrational behavior…
Apr 24, 2021
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John
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Mr. Market
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Rise of Substack, or independent writing
If you like, or dislike, this article please subscribe. In recent days Substack has seen a huge growth in number of independent writers especially…
Apr 18, 2021
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John
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Rise of Substack, or independent writing
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Chips for the Cloud
Major cloud service providers (GCP, Azure, AWS) have approximately similar pricing for equivalent features. If Amazon’s quarterly earnings are any…
Apr 12, 2021
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John
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Chips for the Cloud
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