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The Transcript Profile picture
@TheTranscript_
May 16 • 2 tweets • 1 min read • Read on X
Citadel Founder Ken Griffin at the Stanford Leadership Forum 2026 discussing how AI agents compress elite analytical work from months into hours:

"It has been interesting to watch...work that we would usually do with people with master's and PhDs in finance over the course of weeks or months, being done by AI agents over the course of hours or days. So these are not mid-tier white-collar jobs. These are like extraordinarily high-skilled jobs being ...automated by agentic AI. And I got to tell you, I went home one Friday, actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society."
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More from @TheTranscript_

The Transcript Profile picture
Oct 31, 2024
Key Quotes from the Alphabet [@Google] Q3 24 Earnings Call:

1. It was a "great, quarter guys!"

"We had another strong quarter in Q3 with robust momentum across the business. Consolidated revenue increased by 15% or 16% in constant currency" - $GOOG $GOOGL CFO Image
@SamRo @borrowed_ideas @EricJhonsa @investwithSIB @InvestWthIcebox @SanCompounding @DivesTech @Greenbackd @DineroCOP @carlquintanilla 2. Strong growth supported by cloud revenue acceleration:

"Google Cloud...This business has real momentum and the overall opportunity is increasing as customers embrace Gen AI. We generated Q3 revenues of $11.4B, up 35% over last year with operating margins of 17%"

$GOOG $GOOGL Image
3. Google Cloud saw strong mrgin expansion:

"The first is scale. Obviously, as we scale the business, we have more opportunity for margin expansion. But the second... is the work the team has done to drive efficiencies across the cloud business..."

$GOOG $GOOGL Image
Read 13 tweets
The Transcript Profile picture
Oct 20, 2024
Some Key Quotes & Charts from the TSMC Q3 2024 Earnings Call:

1. AI demand is real:

" The demand is real, and I believe it's just the beginning of this demand, all right? As one of my key customers said, the demand right now is insane"

$TSM $TSMC Image
@TWSemicon @EricJhonsa @SamRo @SamanthaLaDuc @KristinBentz @FundasyInvestor @medinacerecero @techfund1 @TechFundies 2. Growth driven by AI:

"Third quarter revenue increased 12.8% percent sequentially in NT, as our business was supported by strong smartphone and AI-related demand for our industry-leading 3-nanometer and 5-nanometer technologies" Image
3. Strong demand outlook:

"We continue to observe extremely robust AI-related demand from our customers throughout H1 2024, leading to increasing overall capacity utilization rate for our leading-edge three-nanometer and five-nanometer process technologies" - $TSM CEO Image
Read 10 tweets
The Transcript Profile picture
Jul 24, 2024
Key Quotes from the Alphabet [@Google] Q2 2024 Earnings Call:

1. Solid Quarter Overall:

"For the second quarter, our consolidated revenues were $84.7B, up 14% or up 15% in constant currency. Search remained the largest contributor to revenue growth" - CFO Image
@sundarpichai @finchat_io @TrinityAssetMan @carlquintanilla @SamRo 2. On integrating AI into Search:

"We are pleased to see the positive trends from our testing continue as we roll out AI overviews, including increases in search usage and increased user engagement" - CEO

$GOOG $GOOGL Image
3. YouTube is growing nicely:

"YouTube advertising revenues of $8.7B were up 13%, driven by brand followed by direct response advertising...We had healthy watch time growth continued to close the monetization gap in Shorts & had continued momentum in Connected TV"

$GOOG $GOOGL Image
Read 11 tweets
The Transcript Profile picture
May 10, 2024
We relistened to the full Jim Simons' interview from 2022 with @NicolaiTang1 & co and here are a few nuggets more nuggets we picked:

1. On his journey from academia to making money and then to giving it away:
2. On applying maths to finance:

"think of a stock; it's a time series...it has a value every day, it goes up, it goes down. You can analyze time series mathematically, and especially if you have hundreds or thousands of these time series, you can compare them & so on" Image
3. On why he never hires investment industry people:

"You can teach a physicist finance, but you can’t teach a finance person physics...we wanted smart scientists & we had some astronomers, we had some physicists, we had some mathematics people & they would learn the business"
Read 11 tweets
The Transcript Profile picture
Feb 4, 2024
Key Quotes from Apple [@Apple] Q1 2024 Earnings Call:

1. Finally some growth:

"Apple is reporting revenue of $119.6B for the December quarter, up 2% from a year ago despite having 1 less week in the quarter" - $AAPL CFO Image
@DisruptorStocks @carlquintanilla @LeoNelissen @SamRo @ConsensusGurus @eWhispers @EarningsScout 2. On growth in services revenue:

"Services revenue set an all-time record of $23.1 billion, up 11% year-over-year. When we take into account the extra week last year, this represents a sequential acceleration of growth from the September quarter" Image
3. On growth in Mac sales:

"Mac generated revenue of $7.8B & returned to growth ...This represents a significant acceleration from the September quarter when we faced a challenging compare due to the supply disruptions & subsequent demand recapture we experienced a year ago" Image
Read 10 tweets
The Transcript Profile picture
Jan 25, 2024
Our Key Quotes from Tesla Q4 23 Earnings Call

1. On wanting more influence of $TSLA:

"...I picked ~25% ...not so much that I can control the company. but it's enough that I have a strong influence...what I'm aiming for, is a strong influence, but not control" - @elonmusk Image
@Tesla @teslaownersSV @WholeMarsBlog @ConsumeOwnTech @finding_value_ @ChrisBloomstran @Prof_Kalkyl @john_bresnahan @SamRo 2. Fremont factory is the highest output car factory in North America

"...we made 560,000 cars. This is a record. In fact, it's the highest output of automotive plants in North America..the highest output car factory in NA is in the San Francisco Bay area" - $TSLA Image
3. Tesla CEO @elonmusk when asked about margin expectations:

"If the interest rates come down quickly, I think margins will be good. And if they don't come down quickly, they won't be that good"

$TSLA Image
Read 12 tweets

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