Giuliano Giacaglia pfp

Giuliano Giacaglia

@giu

316 Following
10065 Followers
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Probably a good idea for Garry to trim it down even if the portfolio goes back up when rates go back down again
0 reply
0 recast
0 reaction
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
The drawdown on U.S. treasuries is something to watch. As Warren Buffett says: “Only when the tide goes out do you learn who has been swimming naked”
1 reply
0 recast
3 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Even with the Apple Vision Pro or Oculus Quest 3, I don't see myself using it every day or even every week. I wonder if that will change or if it is just me
2 replies
0 recast
4 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
The internet is a really incredible place. You can connect to almost anyone and you are a click away. And we are at the early days of what the internet will enable.
0 reply
1 recast
5 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Oil is up, dollars are up, and yields are up! It’s probably not a fun time to be an emerging market right now. We might see dollars go up if there is a liquidity crisis
0 reply
0 recast
1 reaction
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Had a really interesting conversation about the educational system in the US, student performance versus amount of money spent, homeschooling, microschools and Primer with @delk https://www.youtube.com/watch?v=7aM7Or-Oesg
0 reply
1 recast
1 reaction
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
I think the conclusion of this article is that the current amount of money spent in GPUs can't continue for the next year. What is going to happen to Coreweave? https://www.sequoiacap.com/article/follow-the-gpus-perspective/
1 reply
0 recast
1 reaction
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
The 10-year note yield is going up and now at 4.63%, its highest since June 2007. And crude oil prices surge toward $94 and are now trading at their highest levels since August 2022. Stagflation soon?
1 reply
0 recast
1 reaction
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
My bet: the crypto industry will generate more wealth than the AI “industry” in the next 10 years. And I’m very bullish on AI!
11 replies
4 recasts
29 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
The FED is very destructive
1 reply
0 recast
4 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Just posted this on my front yard
0 reply
0 recast
4 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Excess savings for most of the households from the printing machine is gone. Let’s see what happens next!
1 reply
0 recast
1 reaction
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Is this a fair comparison?
0 reply
0 recast
4 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Ghost notifications annoy me a bit. Slack is having this problem more frequently. Anyone has seen this in their app as well?
0 reply
0 recast
1 reaction
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Great point by @balajis.eth https://x.com/balajis/status/1705945822997950865?s=46&t=8PzPW2lfHeZ0dLJf7TLVwQ
1 reply
0 recast
5 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Can Waymo and Cruise scale to a lot more trips inside SF and in the world? Does their unit economics make sense?
3 replies
0 recast
7 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Flying commercial flights is similar to taking a bus in the air. Hopefully most Americans can fly private within the next 30 years. Cheap energy is the unlock! Let’s have an exciting future!
9 replies
1 recast
24 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
I think Nuclear fusion is one of the most important technologies of this decade. David Kirtley, Helion's CEO, states that we might get 1¢/kWh. That would be great to see! https://www.youtube.com/watch?v=AIPULlqA5Wc
3 replies
2 recasts
8 reactions
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Holy moly https://x.com/netflix/status/1705190328297209900
0 reply
0 recast
1 reaction
Giuliano Giacaglia pfp
Giuliano Giacaglia
@giu
Gm to everyone, especially the ones adventurous enough to buy a house with these mortgage rates and housing prices
7 replies
0 recast
26 reactions