$SVIA

Silvia Inc. ($SVIA) Reduces Expense Structure

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Last night, Silvia, Inc. distributed a press release indicating it had taken actions to save approximately $10MM per year. This morning, I spoke with CEO, Anthony Pompliano (Pomp), about the restructuring. About $3.6MM will come from compute savings. Rather than send all user requests to the expensive frontier models at companies like OpenAI and Anthropic, … Read more

Silvia ($SVIA) Buys Back Another 5%

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Silvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based on pre-market trading, the stock is priced at 100% of NAV. Said another way, when you buy $SVIA, you are buying Bitcoin at the current market … Read more

Portfolio Update

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Last week, I sold 2% $BRR (now $SVIA) and bought 2% of $IBIT. The reason was $SVIA had gone from trading at a 33% discount to NAV to a 0% discount. That, combined with the increase in the stock price meant I had a 10% position in a start-up VC company (CFO Silvia) without the … Read more

ProCap Financial – Silvia Outperforms Again

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ProCap Financial announced that it’s again outperformed the big-name expensive frontier models on personal finance questions. This demonstrates that smaller specialized models can outperform the big LLMs (large language models) in specific areas of expertise. I’ve started writing and speaking about this relating to Intel, and believe we’re going to see a shift to SLMs … Read more

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