firstadopter.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

Frank Pepe pizza is heaven on earth

submitted 3 hours ago • 0 comments

Any news on Google today?

submitted 1 day ago • 3 comments

Dell, Microsoft, and Intel (WinTel) crushed the stock market during the PC revolution. Most investors underestimate how technology is a winner-take-all market where a handful of winners take all the economics.

submitted 1 day ago • 1 comment

The visual effects were really cool

submitted 1 day ago • 1 comment

What I said about neocloud (CoreWeave and Oracle) last December on @stratechery when my book came out. CoreWeave and Oracle are among the two biggest stock winners YTD stratechery.com/2024/an-inte...

submitted 1 day ago • 0 comments

Nearly every piece on CoreWeave at IPO was negatively framed into a beat-raise qter. CRWV won best-in-class rating from SemiAnalysis for GPU cloud -most important market (AWS for AI) next 5 years. Wild how peanut gallery wrong on biggest winner last few months.

submitted 1 day ago • 0 comments

First time boarding a 737 Max plane. What is this a plane for ants?! The seats are tiny. No entertainment screen either? What the heck.

submitted 2 days ago • 0 comments

Nintendo is crushing it in Japan. Absolutely crushing the competition

submitted 2 days ago • 1 comment

Hi

submitted 2 days ago • 2 comments

So many podcasts, so little time. What do you all listen to? Favorites?

submitted 3 days ago • 2 comments

It was amazing but I don't know how you can say the concert film is 82 minutes when it was barely over an hour ex-credits and 72 minutes with credits 🤷‍♂️

submitted 3 days ago • 0 comments

U2 concert film about to start at the Sphere in a few minutes. The venue is 97% empty. I hope it's good!

submitted 3 days ago • 2 comments

Oof. Coatue predicts Apple and Alphabet face valuation multiple compression over the next five years worse than the stock market

submitted 3 days ago • 1 comment

Is the reason @coatuemgmt put Microsoft on top its @OpenAI stake?

submitted 4 days ago • 0 comments

Pro tip: Using AI reasoning models to determine the "best dishes" at a specific restaurant is a can't miss way to have a great dining experience.

submitted 4 days ago • 1 comment

WSJ: "Stock pickers at Millennium, for instance, are typically shown the door if they are down 7.5%, a reason turnover among its investment staff runs at about 15% to 20% annually." www.wsj.com/finance/inve...

submitted 5 days ago • 0 comments

I don't think this story made my book, but once a VP of operations was bringing back an important Nvidia graphics sample from SGS‑Thomson fab in France in the mid 1990s.

submitted 6 days ago • 1 comment

Plenty of Nintendo Switch 2 console bundles at Costco right now. Go get'em

submitted 8 days ago • 1 comment

Oracle up another 8% today. Only stock green on my screen.

submitted 8 days ago • 0 comments

Andor is the most watched streaming show on television. Fabulous to see high quality thoughtful content win in the marketplace.

submitted 8 days ago • 2 comments

The reports that the U.S. was pulling diplomats from the Iraq embassy was a big tell the Israel-Iran attack was imminent.

submitted 8 days ago • 0 comments

Remember Oracle is one of my 2025 three best ideas. What I wrote late last year: "Shares of Oracle could provide the most upside from current prices. The company has proved to be the third-party cloud provider of choice for leading AI model companies, and it’s a strong Nvidia partner."

submitted 9 days ago • 0 comments

Oh I will nameless Starbucks employee. I will. Thank you 🫡

submitted 9 days ago • 4 comments

Nvidia CEO Jensen Huang in Paris today: 1. lead times on Blackwell are "more than a year" 2. "We're going to grow hundreds of billions of dollars of GB200/300"

submitted 10 days ago • 0 comments

"Last year, you announced a smarter AI driven Siri. Where is she?" - @JoannaStern Apple: errrrrrr, ummmm youtu.be/NTLk53h7u_k?...

submitted 10 days ago • 0 comments

Nintendo Switch 2 is the greatest console launch of all time

submitted 10 days ago • 0 comments

NYTimes: "Meta has offered seven- to nine-figure compensation packages to dozens of researchers from leading A.I. companies such as OpenAI and Google, with some agreeing to join" www.nytimes.com/2025/06/10/t...

submitted 11 days ago • 0 comments

WSJ: "Chatbots are replacing Google searches, reducing traffic to news sites like HuffPost and the Washington Post. Business Insider cut staff due to traffic drops; Atlantic CEO expects Google traffic to approach zero." www.wsj.com/tech/ai/goog...

submitted 11 days ago • 0 comments

Context

submitted 12 days ago • 0 comments

“Listen, I’m a politician, which means I'm a cheat and a liar. And when I'm not kissing babies, I'm stealing their lollipops. But! It also means that I keep my options open.” – The Hunt for Red October

submitted 13 days ago • 0 comments

Mario Kart World Knockout Tour is pure mayhem fun. A warzone battle with 24 players. A must play for ALL gamers

submitted 14 days ago • 0 comments

The Nintendo Amazon (non)relationship is fascinating

submitted 15 days ago • 1 comment

The same cast of characters who were wrong when they said Xbox and Game Pass would gain market share against PlayStation 5 are negative on Switch 2 when it's about to blow out forecasts with record-breaking all-time numbers for a console launch. You can't make this up.

submitted 15 days ago • 0 comments

I've read thousands of Switch 2 posts by gamers in the past 48 hours, and the thing about the console that people almost universally rave about the most is the Switch 2 Pro controller.

submitted 15 days ago • 1 comment

The Legend of Zelda: The Wind Waker music is GOAT

submitted 15 days ago • 0 comments

The people scaring gamers about the screen are clowns. Does it have inky OLED blacks? No. Bit it is still gorgeous and more than fine.

submitted 15 days ago • 0 comments

Switch 2 is the ultimate Zelda machine

submitted 15 days ago • 0 comments

Is this for real?

submitted 16 days ago • 1 comment