Joined May 2011
- Tweets 9,669
- Following 432
- Followers 5,754
- Likes 5,567
1,524 Photos and videos
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Choose compute
Choose HBM. Choose CoWoS. Choose X-ray metrology. Choose a fucking big SiC fab. Choose substrates, T-glass substrates.
Choose PCBs. Choose a japanese bottleneck and wondering who the fuck you are on a Sunday morning reading about tungsten drills.
Choose returns.
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They are stopping models, stopping monetization.
This has to put a ceiling to AI capex?
Let's see how the market takes it on Monday.
Jun 13
The good thing is that Fable wasn't deployed widely across enterprises and APIs since it was released just a few days ago, and the 30-day data retention policy
The damage is mostly contained
But, this has caused a huge ripple effect for non-US enterprises and the foreign subsidiaries of US enterprises
US AI models over a certain intelligence threshold are completely unreliable due to this action (access can be pulled anytime)
Every enterprise has to either shift its workload to an open source model that they own/control, or at least have it as a backup option
Thanks to USG, owning the model layer is super important now
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Those that have been around this TL know that seeing ADYEN's chart is a small delight of me.
So Adyens CFO left. They just bought two companies, effectively giving up on their 'one-tech-stack-to-rule-them-all' philosophy. They paid 10x rev for a loyalty co. Todays deal, I can't understand what they do. Still a long way to a $GPN multiple! #legacyshitco
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LOL
Americans gonna meet socialism at some point and they are gonna wake up.
Jun 11
Great take, why would you want debt from a government with debt spiraling out of control when the greatest cash printers in history are also offering debt
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This would mean the total defeat of the Axis by the Brits
Jun 10
*FRASERS GROUP OFFERS TO BUY HUGO BOSS FOR €38 PER SHARE IN CASH
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2 likes, IYKYK
Is this a sell the news event?
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Not saying it's like this, but imagine if Jensen has sent SA down a fake road to feed the actual info to their competition because they are too powerful and Dwarkesh crossed him on the podcast.
Plausible
(I am watching too much House of Cards?)
I think @SemiAnalysis_ was talking to the non $NVDA people and @FundaAI was talking to the $NVDA. Hence the confusion. Just my guess, but I think that is the best explanation for why the two outfits arrived at such differing conclusions. $LITE
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Rodrigo Benedetti retweeted
Jun 9
Do a mass primer on 800V for the masses and then say checks likely pushed it back a year 2 weeks later to institutional clients..
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All the big boys are raising cash.
GOOG started it, SPCX soon, META hinting at it, Ant and OAI will be next.
Even the bluest of chips, CRW.L is at it. You can see other times they raised equity.
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Is this a sell the news event?
Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.
Its capabilities exceed those of any model we’ve ever made generally available.
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Reminder that nothing is more polarizing than oil price, not even politics
We'll see who's dumb. But God, I wish I had the same confidence calling the market dumb as the oil bulls and the AI bears
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We'll see who's dumb. But God, I wish I had the same confidence calling the market dumb as the oil bulls and the AI bears
Jun 8
This oil market is so dumb that Cushing is 1 million bbls away from stress level and backwardation is $2.18.
Good job, drain every last barrel.
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It was a nice sell off on Friday, now back to jamming those calls and see the bears another 20% up in the rearview
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What a sad story
Not a dunk on him, just an example of how people can't think objectively when their teams are on the field
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AVGO bringing up the possibility that bottlenecks are straining the whole AI supply chain which caps growth of the whole complex.
Net negative AI and positive for INTC maybe.
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He's seen the @FusionptCapital meme, I have no doubt.
Jun 3
Reporter: How do you define ceasefire?
Trump: In that part of the world, ceasefire is when you're shooting in a more moderate manner
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The Administration insiders do it with the market continuously.
How many do you see in courts?
Can anyone give a reason as to why buying short-term daily puts immediately before issuing a short report and then covering them along with shares the same day well before the stock hits your publicly stated price targets is not securities fraud?
Seems like a slam dunk to me.
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I love how people always blame insane moves to some kind of "squeeze" (evil institutional shorts) instead of acknowledging that the world is full of degens that just buy.
Up another 10% in last hour. Which fund is getting short squeezed lamo.
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Just a few hours, but AI stocks, including TPU supply chain ones, down on the GOOG capital raise is a news failure?
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