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Amir Efrati posts on X about open ai, chips, oracle, founders fund the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence technology brands stocks #2667 finance #2521 vc firms
Social topic influence open ai #91, chips #76, oracle #11, founders fund, gross profit, microsoft, palantir, market cap, $422b, $500b
Top assets mentioned Microsoft Corp. (MSFT)
Top posts by engagements in the last XX hours
"from @aaronpholmes"
X Link @amir 2025-10-17T19:27Z 39.4K followers, 1589 engagements
"Peter Thiel / Founders Fund plan for AI investing: concentration station"
X Link @amir 2025-10-06T15:03Z 39.4K followers, 1234 engagements
"New: Jensen Huang says renting out Nvidia chips to cloud customers is a great business. .Is it though Internal docs show Oracle gross profit margins on GPUs are challenged"
X Link @amir 2025-10-07T15:12Z 39.4K followers, 2504 engagements
"what Microsoft execs really think abt Oracle's AI cloud plans w/ OpenAI:"
X Link @amir 2025-10-17T19:27Z 39.5K followers, 17.8K 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, 4322 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, 89K engagements