Ravi Tanuku
@RTanuku
Former L/S equity PM - Later Stage Investor @natcapcentral
Pavle @SynBioMars is an extremely talented young founder blazing his own path @AetherMachines. Imagine reproducing the effect of large smelters via enzymes or a new type of composite material ⬇️ using same process. AI manifested 4 real world. Excited to be investor. @superjz…
Some learnings from the last 12 months. At Aether our mission has always been to build a future of abundance for the human race. We plan on doing this by using our AI to design totally new classes of proteins that can assemble complex products in modular factories (more on this…
AI= no jobs=more leisure hours=more pricing for $NFLX, $SPOT, and $DASH as you sit on your ass. (Funded by UBI).
Tariffs? Buy SPOT, DASH, NFLX No tariffs? Buy SPOT, DASH, NFLX Recession? Buy SPOT, DASH, NFLX No Recession? You’re not gonna believe it, but also buy SPOT, DASH, NFLX
This sounds like an oil well that’s hedged out. The hedge doesn’t help stock price if oil price goes down. You can see why this stock is mooning given growth in inference-> levered way to play demand. Stock price may become leading indicator for $NVDA.
$CRWV's business model is v questionable - it all hinges on GPUs running for 5-6 years, and this is in an environment where GPUs remain in short supply. What happens when GPU rental pricing normalizes? This is Deutsche on $CRWV's business model: "This past week, CoreWeave hosted…
8D chess: higher rates takes the unfunded obligation down. 🤣
4.9% 30 year US yields. 122% debt to GDP with a multiple of that in unfunded pension obligations. Sub 2% GDP growth. Bond yields back to where they were after Trump first caved. Unambiguously bleak situation.