TMT Breakout

@TMTBreakout

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TMT Breakout
@TMTBreakout
Sep 28, 2023
Here's my pitch why you should sub to TMT Breakout (link in bio): I have spent over 20 years investing in technology stocks – close to 15 of those years on the buy-side, including stints as a Tech PM running 9 figures at a multi-manager hedge fund and as a Tech Media Telecom
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TMT Breakout
@TMTBreakout
Sep 12
Amid all the discussion around AI doomerism, @DarioAmodei and @sama slowing the frontier, one assumption seems to go mostly unexamined: that beyond our control means against us. We don’t instruct nature. We are nature. We didn’t teach a flower to bloom or tell the stars how to
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TMT Breakout
@TMTBreakout
Sep 10
In AI terms, we spend years training ourselves on labels, then eventually realize identity itself was the hallucination. The biggest con job of all. Don't stop breaking out of it, "Matt"
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Matt Dratch
@DratchCap
Sep 9
I missed a reunion dinner tonight for Reed Road Capital, the hedge fund that pulled me out of over a year of unemployment when I was 25. Seeing this post tonight reminded me of my own experience with work, ego and identity. High school and college are very path oriented. Get
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TMT Breakout
@TMTBreakout
Sep 8
Notes from @OpenAI CFO Sarah Friar at GS Communacopia: Not a ton new on the #s, but sounded bullish as expected... OpenAI CFO Sarah Friar used the session to put numbers on a business she said is now roughly half enterprise. The company entered 2026 at about 60/40 consumer to
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TMT Breakout
@TMTBreakout
Aug 19
Based on OAI Friar's comments on CNBC today that OAI ARR is +35% QTD, implies ~250% y/y growth in August, an acceleration and 12 month high
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