FUNDA

@FundaAI

The full-stack research platform for public equity investors. funda.ai [email protected]

substack.com/@fundaai

Joined November 2012

1,168 Following

37.2K Followers

3 Subscriptions

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FUNDA
@FundaAI
Oct 15
We're excited to announce that two popular FUNDA Plays, GPU Rental Price Tracker and Thematic Sector Rotation, are now available to all our followers, with no login required. GPU Rental Price Tracker Compare GPU rental prices across providers and lease types, including spot,
GPU Rental Price Tracker
From funda.ai
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FUNDA
@FundaAI
8h
Thanks @ParadisLabs. We drew some observations from our conversations with people working in the field and published them here: fundaai.substack.com/p/deepphysical…
Paradis
@ParadisLabs
19h
Recommended reading for the weekend: 1. @FundaAI — Physical AI: From the Robot-Data Race to a Second Demand Curve for Compute 2. @Citadel — October Update: Fundamentals in Focus 3. @satyanadella — Models as Insider Risks in the Super Intelligence Era 4. @KobeissiLetter — The
FUNDA
@FundaAI
17h
In addition to OCP, we also attended the inaugural edition of the iconic Sohn conference in Tokyo. Some Funda readers recognised us and we made new friends. Get in touch with @illyquid for feedback on the following stock pitches: 🔵 Oasis Management - Aoki Holdings 🔵 Indus
Made with AI
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FUNDA
@FundaAI
Oct 16
As we approach AGI, more compute has to go to training, which makes ROI harder to prove, which makes the investing experience less pleasant, as our collective experience this week showed. Read our reaction to the Anthropic ARR number here: fundaai.substack.com/p/columnanthro… Thanks for
Matt Harney
@SaaSletter
Oct 15
👀 @FundaAI on Anthropic disclosures: fundaai.substack.com/p/columnanthro…
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FUNDA
@FundaAI
Oct 16
$SMTC sounded confident about the next two years but conservatively guided growth in line with the industry in 2029 and 2030. More importantly, we came away impressed with the team's technical chops.
Fabian فابيان
@iamfabian
Oct 15
Imran Shirazi did a great job
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Irrational Analysis
@insane_analyst
Oct 15
A company actually explaining technical matters correctly and clearly. Glorious.
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