Raf
@rflruedaFull-time learner 🇧🇷🇨🇦 #Investments My comments are not investment advice. Do your DD.
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I am taking a look on $SOFI. Has anyone here ever looked deeply on their fair valuation practices? 👀 @Kross_Roads @DataDInvesting
Proud shareholder of $PLTR, but this rocket is just too fast, and management may be telling this to us. As the price went up, they bought less. A potential indication their valuation may be telling it is not a good capital allocation at these prices @amitisinvesting @arny_trezzi
Key fact about @PalantirTech tools that most people miss: Streaming is a first-class citizen. In the enterprise space, I'm beginning to see "live" connections hydrating Data Lakes in some edge cases. Even more so, ETL tooling remains heavily batch-based, relegating streaming to…
A ton of AI and Robotics developments this week. Big announcements from Naver Labs, Microsoft, Tokyo Robotics, MIT, IDEA Research, Cohere, Anthropic, and UC Berkeley. Here's everything that happened and how to make sense out of it:
Great question and I want to use this question also to make an important point. Yes we could do something like this BUT there is nothing stopping you or anyone else for signing up and building this for yourself in AIP WITHOUT us building it for you. AIP/Foundry is a factory to…
Arny & I had the privilege of sitting down with Palantir CTO Shyam Sankar and got to ask him some questions around... - Palantir's Bootcamp Strategy - The Future of LLMs & AIP - FedStart - Defense Tech Becoming A Necessity & if he feels like a rockstar for being CTO of one of…
I already ordered mine. :) Congrats!!!
The Art of Quality Investing launched today! It will teach you everything you need to know about Quality Investing The link to Amazon is in the second tweet PS Like & Retweet this post for a chance to get a special gift 😉
I'll spill the beans. Our Thielian secret. Something that is true and most people don't believe to be true. If you talk with the serious AI Labs, they will tell you that only @PalantirTech is doing anything in the enterprise with LLMs. Chat is the wrong paradigm to harness the…
How is your diet?
This is a huge day for @X My documentary, Cancer: A Food-Borne Illness, is finally here. It is only on this platform that I am able to release a film that challenges big food conglomerates and mainstream health claims without fear of censorship. Here is the story of how I, an…
Getting close to Jetson’s vision.
OpenAI + Figure conversations with humans, on end-to-end neural networks: → OpenAI is providing visual reasoning & language understanding → Figure's neural networks are delivering fast, low level, dexterous robot actions (thread below)
É uma afronta o que ocorre no Brasil em relação às OPAs. Enquanto nos US/Europa a empresa recompraria ações e todos shareholders se beneficiariam, no Brasil eles decidem fechar o capital pagando preço de banana e o minoritário é lesado. $CIEL3
😖🍆 Esse valor de OPA da Cielo é bizarro. Resumindo quem comprou ação entre 2012-2019 acreditando na empresa, vai tomar um fumo absurdo. E ainda tem que descontar inflação. 🚨CIEL3 - FECHAMENTO DE CAPITAL Bradesco e o Banco Brasil, controladores,lançarão uma oferta p/fechar o…
How bad politics play a role in American Society…
2,851 Miles by @bgurley from the @allinsummit now available in full on @x (0:00) 2,851 Miles (24:44) In conversation with @bgurley
$PLTR shares have been stuck for months. However, THE BUSINESS IS NOT SLEEPING. Here is what happened in the last months: ►$463mn multi-year with US Special Ops Command; ►Ukraine’s reconstruction; ►$100mn from three 1y contracts from Air Force; ►$60mn 6m modification with…
$PLTR Now offering bootcamps for AIP. palantir.com/platforms/aip/…
Check the updates @Roblox $RBLX provided today on the RDC23.
The first day of #RDC23 has concluded with eyecatching announcements, such as: • Roblox is coming to PlayStation 4 & 5 + MetaQuest • Roblox Call Feature • Roblox Moderation Overhaul • Online Dating for verified 17+ users • Nintendo Switch? .. and more, check the replies 👇
$RBLX Wondering how much more growth this can drive…. 👀
More than 65 million people are on Roblox every day, enjoying immersive experiences and connecting with others all over the world. Soon, Roblox will be accessible to even more people to enjoy - on Meta Quest and PlayStation.
Another nice update. This will streamline developers creative process and boost efficiency. Faster development > More Assets can be created > Increases the probability of releasing the next big hit
#RobloxDev Update: We've launched an add-on for Blender that streamlines the creative pipeline between Roblox Studio and Blender by allowing artists to move assets between platforms easily. devforum.roblox.com/t/reference-ro…
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