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@amir "Peter Thiel / Founders Fund plan for AI investing: concentration station"
X Link @amir 2025-10-06T15:03Z 39.5K followers, 1240 engagements

"what Microsoft execs really think abt Oracle's AI cloud plans w/ OpenAI:"
X Link @amir 2025-10-17T19:27Z 39.5K followers, 18K engagements

"So much old OpenAI financial data swimming around X. Follow @theinformation for the latest :) e.g. and"
X Link @amir 2025-10-19T18:43Z 39.5K followers, 4579 engagements

"We have received criticism for reporting on Oracle margins on its GPU rentals to OpenAI and others. OF COURSE THEYRE LOSING MONEY ON BLACKWELLS the critics (and Jensen Huang) said. THESE ARE BRAND NEW CHIPS But these critics didnt bother looking at the other issue: making money from renting out non-Blackwell Nvidia chips is super hard for Oracle too"
X Link @amir 2025-10-19T20:21Z 39.5K followers, 103.4K engagements