Prakash reposted
Any Model, Any Compute, Any Storage Anywhere
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Joined March 2009
- Posts 9,392
- Following 1,024
- Followers 3,241
- Likes 18,389
1,418 Photos and videos
14h
Whichever vertical , whichever edge chip , @BlackBerry makes money. High margin royalty money . Just like $arm . Very few have woken up to this reality.
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Best explanation on edge ai thesis
The biggest toll booth is the one with the biggest distribution . This has always been the $bb thesis . The king is back. @BlackBerry #qnx
youtu.be/4ksvb43u8OI
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Prakash reposted
Wondering what kind of software gives this kind of determinism into the computer of an unmanned rocket π π
Highly recommended book, btw.
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People should not forget that this guy is the only CEO in recent times to do a DPO instead of an IPO, and gave a chance for average Americans to get rich from it.
Class act , and hence the following.
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Prakash reposted
$BB enjoy the weekend everyone and remember to be grateful for the little things.
π‘ A safe place to rest
βοΈ That first sip of coffee or tea
π
A beautiful sunset
π₯ Friends who make you laugh
π± A fresh start tomorrow
β€οΈ Family is everything
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Prakash reposted
Jul 3
βDario is an absolute slimeball.
The entire tech community has had enough of him single handedly destroying their industry.
Alex Karp is the only one with big enough balls to speak up on their behalf.β
Thatβs a pretty long way of saying:
-Dario is an absolute slimeball
-the entire tech community has had enough of him single handedly destroying their industry
-Alex Karp is the only one with big enough balls to speak up on their behalf
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Prakash reposted
Jul 3
AI model providers encourage token waste.
$PLTR encourages value creation.
Only one is sustainable.
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Jul 4
History says , whoever underestimated $MSFT has been wrong . And yes , that includes me as well.
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Prakash reposted
Jul 3
Alex Karp every time he goes on CNBC:
This is by far one of the most important things Iβve watched in 2026.
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Prakash reposted
Jul 3
The name of the game is just to go long insane individuals like this
Extraordinary talents come with insanity, which is also incidentally a talent
Jul 1
here is the entirety of Palantir CEO Alex Karp's televised nervous breakdown this morning on CNBC
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VCs making oversized and overvalued bets, when the safety foundation platform layer is out there at 6.5B valuation , growing at 20% , profitable , printing cash, at 85% gross margin and already spread under the radar like mycellium . Oh and with an Nvidia stamp on it.
youtu.be/3MphXhdkxXw
@BlackBerry 's come back is going to be legendary.
It already is. $BB
VC interest in robotics is surging
Charts of the Week: a16z.news/p/charts-of-the-weβ¦
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Jul 3
The pissing competition between two shorties.. nothing more π€£
Jul 3
Burry. What a joke going short my top position. You'd think he would learn. The guy manages almost nothing. Made a great call 20 years ago. Micron is in an epic position to profit from the expansion of AI services and products. $MU
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My read is there are a couple of unexpected winners in this whole saga that Dr Karp started with the CNBC interview, in addition to Palantir Even with all the flaws, who did enterprises trust the most for decades, to hand their data without any fear of that trust getting abused to backstab them ?
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