Andrew Freedman, CFA 🦅 @HedgeyeComm
Comms + Software Sector Head @Hedgeye (Internet, Media & Cable/Telco); SpaceX+ Anthropic + OpenAI NOT Investment Advice landing.hedgeye.com/communications… Down the AI squirrel hole! Joined December 2018-
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@WaterworldCapi1 It kills me…
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Andrew Freedman, CFA 🦅 retweeted
Almost back from marketing in California all week. Very grateful of great ppl. Excited to have 4 McDoubles and 20 nugs on deck for the train back to CT. Those who shall remain anonymous were commenting that this looks like salesman Jim and BC out west. Do I see it?… no comment.
😉
JUST IN: Take-Two will open pre-orders for Grand Theft Auto VI on June 25
Wow!
I’m excited to share that I’ll be joining OpenAI and look forward to working with the exceptional team there. It was a difficult decision to move on. I’m incredibly proud of the amazing team at Google and everything we’ve built together. It has been an honor and a pleasure to
Well… that is super interesting!
*NETFLIX LOST OUT TO FOX IN PURSUIT OF ROKU: SEMAFOR
Ecosystem density 🙃
@TraderCT Well its part stock and there will be a spread.
Initial thoughts… $ROKU anything below $200 is a steal for M&A - even though the industrial logic behind vertical integration makes a ton of sense… $FOXA with sports plus tubi and securing distribution is also smart… Anthony Wood has control… so he gets to set the price. Also, remember $FOXA sold its 5% stake in $ROKU in 2020 for $550M…
@TraderCT Doubt they just sold the company without entertaining competing bids.
This is a real ad… do you see it?
@MetacriticCap I mean it’s a great model… Struggling with what exactly SOTA is/means these days…
Andrew Freedman, CFA 🦅 retweeted
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
Claude code performs so much better nights and weekends.
@Lazarus_Capital Who knows if there is even a deal. Just speculation!
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