- Looking at their balance sheet, their dry powder will deplete. So new acquisitions will likely come with equity. Win-win for acquiree and shareholders. - Organic innovation still seems unaddressed, as with the buyback they might not be able to take moon shots

– Looking at their balance sheet, their dry powder will deplete. So new acquisitions will likely come with equity. Win-win for acquiree and shareholders.
– Organic innovation still seems unaddressed, as with the buyback they might not be able to take moon shots

— Abhay 🇸🇬🇮🇳 (@Abhay08)
May 3, 2024

Life | Technology | Investing

– Looking at their balance sheet, their dry powder will deplete. So new acquisitions will likely come with equity. Win-win for acquiree and shareholders. – Organic innovation still seems unaddressed, as with the buyback they might not be able to take moon shots

– Looking at their balance sheet, their dry powder will deplete. So new acquisitions will likely come with equity. Win-win for acquiree and shareholders. – Organic innovation still seems unaddressed, as with the buyback they might not be able to take moon shots

– With the democratization of open-source foundational models, monetization will likely come from their utilization, which Apple will enable with their devices’ ecosystem.

RT @zimmskal: Llama 3 70B takes the king’s crown 👑 from GPT-4 Turbo – 100% in coverage and 70% in quality of code – 💵 most cost-effective…