Andrew Freedman, CFA πŸ¦… (@hedgeyecomm) 's Twitter Profile
Andrew Freedman, CFA πŸ¦…

@hedgeyecomm

Comms Sector Head @Hedgeye (Internet, Media & Cable/Telco) For research, click the website link below!

ID: 1069759314364153856

linkhttps://landing.hedgeye.com/communications-andrew-freedman/ calendar_today04-12-2018 01:04:30

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Andrew Freedman, CFA πŸ¦… (@hedgeyecomm) 's Twitter Profile Photo

Hey Sam Altman you have to give power/pro users ability to set thinking token budgets… love the β€œunlimited” aspect, but I want more control and I am willing to pay more for it. I don’t fully trust the router. Frankly, you should just create a market/exchange for reasoning tokens

MetaCritic Capital (@metacriticcap) 's Twitter Profile Photo

How much of your income are you directly responsible for spending in AI services today? (For example, if you make $300k TC and spends $250/mo, mark Less than 1%)

Logan Kilpatrick (@officiallogank) 's Twitter Profile Photo

Caught up with the Gemini Deep Research team in NYC, so cool to hear the story of how they created this category, the crazy product momentum, and what comes next. Stay tuned : ) And yes, we are working on the Deep Research API!

Caught up with the Gemini Deep Research team in NYC, so cool to hear the story of how they created this category, the crazy product momentum, and what comes next. Stay tuned : ) 

And yes, we are working on the Deep Research API!
Philipp Schmid (@_philschmid) 's Twitter Profile Photo

Gemini CLI now with VS Code Integration! πŸŽ‰ This week we merged 120+ PRs from 40+ unique contributors. The big new feature is a new native IDE integration, allowing you to view diffs and apply code changes directly in VS Code! Here are more key improvements: - Launched the

Gemini CLI now with VS Code Integration! πŸŽ‰ This week we merged 120+ PRs from 40+ unique contributors. The big new feature is a new native IDE integration, allowing you to view diffs and apply code changes directly in VS Code! Here are more key improvements:

- Launched the
Hedgeye (@hedgeye) 's Twitter Profile Photo

LISTEN | Andrew Freedman on Barron's Live: Why AI Natives Will Crush Traditional SaaS Andrew Freedman Andrew Freedman, CFA πŸ¦… sat down with Barron's Senior Writer Tae Kim tae kim to discuss which companies will thrive in the AI revolution. Listen to the full discussion!

Andrew Freedman, CFA πŸ¦… (@hedgeyecomm) 's Twitter Profile Photo

I'm starting to be a real believer in AI. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though.

Tier1 Alpha (@t1alpha) 's Twitter Profile Photo

Matt Cooper crushed it this morning on The Macro Show. The moment you realize more than 50% of investable capital is based on rules, not fundamentals, it completely changes the way you look at markets.

Andrew Freedman, CFA πŸ¦… (@hedgeyecomm) 's Twitter Profile Photo

We ran a survey of $RBLX users earlier this year - and the conclusion was that users don't encounter inappropriate content beyond what is typical of social/internet, and video game platforms. Compared to Social/Internet and Video Game Peers $RBLX: Under indexes to 1) Offensive

We ran a survey of $RBLX users earlier this year - and the conclusion was that users don't encounter inappropriate content beyond what is typical of social/internet, and video game platforms. 

Compared to Social/Internet and Video Game Peers $RBLX:

Under indexes to 1) Offensive
Oliver Richardson (@hedgeyecommor) 's Twitter Profile Photo

I'll just add to this that even though $RBLX over indexes to some of these behaviors such as bullying, we are talking about a few percentage points. $RBLX likely isn't a standout in terms of inappropriate behavior in the video game space.

NBC News (@nbcnews) 's Twitter Profile Photo

Sen. Josh Hawley says that he will investigate Meta following a report that the company approved rules allowing artificial intelligence chatbots to have certain β€œromantic” and β€œsensual” conversations with children. nbcnews.com/tech/social-me…