KKGB
@INArteCarloDoss
Ovunque contro chiunque
198 444Followers
2 079Following
82 372Posts total
119KViews on collected posts
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Yeni gönderiler aranıyor…
@INArteCarloDoss These companies are spending faster than they’re increasing revenues on something where ROI is a rough guess. What stage?
5.1K views · 44 likes
· 0 reposts · 2 replies
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@INArteCarloDoss This is why AI buildout will be inflationary way before its deflationary.
The bottlenecks for AI are the electrical grid/infrastructure and commodities (especially copper) and these tech giants are going to have to just spend up massively to get access to these
7.9K views · 47 likes
· 2 reposts · 3 replies
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Capex of GOOGL, MSFT, META and AMZN is $ 200 billion and growing quickly, that’s 20% of the capex spent by all of the S&P 1500…
Not sure why it’s not more obvious to everyone that there is a significant risk of capital misallocation here.
Current market caps factor in zero
100.6K views · 559 likes
· 39 reposts · 60 replies
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Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
100.6K16 May
7.9K
5.4K
5.1K
Last 4 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.65%16 May
0.66%
0.33%
0.91%
Reactions — likes, reposts, replies and quotes — divided by views.
What the audience does
Likes74.7%668 in total
Reposts4.6%41 in total
Replies7.3%65 in total
Bookmarks13.4%120 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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