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\Tuesday, February 27, 2024

📅 Daily Questions​

🌜 Last night, after work, I​
🙌 One thing I'm excited about right now is​
🚀 One+ thing I plan to accomplish today is​
  • [ ]
👎 One thing I'm struggling with today is​

📝 Ephemeral Notes​

  • #investment Deep Tech
    • Ventures that takes several low probability events to work in parallel or in sequence
    • If successful these ventures will have a high moat, leverage and multiple
    • These fell out of favor when money was fast and people flocked towards quick wins
    • Examples of these
      • SpaceX
      • OpenAI
  • #investment Nvidia stock boom
    • Is the evaluation of Nvidia accurate?
      • Continued growth into a 10 trillion dollar company?
      • Currently is near a 2 trillion dollar company sitting at the 4th
    • Is this a repeat of Cisco before the internet boom? Where after the bubble bursted Cisco never recovered
      • Are companies spending too much building out infrastructure right now and the application that drive value won't actually need the or sustain the infrastructure spend
      • Will the eventual economy be worth the 50x of economy enabler like the ratio we see between Microsoft (enabler) and economy, or Intel (enabler) and economy
      • What will be the application layer and how much value can they deliver on top of the infrastructure layer?
    • "Your margin is my opportunity" - Jeff Bezos
      • Which company will come in to take slices of the pie?
      • Will the requirements for inference chips be much cheaper and less power intensive?
      • Will companies all need their own training racks?
      • Are companies currently just buying for the sake of making capital investments?
    • It does seem like we are at the beginning of a big Ai wave and we should anticipate application companies to emerge just like Social Media/Google before the network wave, Youtube/Netflix before the data wave

Notes created today​


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Notes last touched today​


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created: 2023-01-16 11:50