The shift brought about by HBM: - From 1957 to 2020, DRAM cost per Gb declined by roughly one order of magnitude every five years, making it one of the clearest examples of Moore’s Law in cost terms. - However, demand for AI infrastructure and the emergence of HBM have directly overturned the cost-reduction pattern that had persisted for decades.

Fable isn't the first. In 1999 the department of defense blocked exports of the PowerMac G4 for crossing the 1 gigaflop threshold. Steve Jobs turned it into an ad.

“Everyone in crypto needs to zoom out.” > *zooms out* > wtf this is worse

Fun fact you can buy B12 injectable on Amazon. All the reviews are like "my cow loved this for his B12 deficiency and has more energy at the office"

Börjar se en del vavarejagsaomkrypto-tweet´s nu. bullish

Anthropic employees are fucking depressed

Imorgon blir en kul dag!

Blir fan stolt

Mangos motsvarighet till ASML Vem håller koll på vilka bolag dom gynnas av supply constraints i torkad frukt-haussen? $delia

De flesta poddar jag fått chans att vara med i har fokuserat på investeringar och företagande. Lite annat snack i denna i form av ägarstyrning, intelligent fanatics och börsen som plats för demokratisering av investeringar. open.spotify.com/episode/6Gk…

Konvex trall för mcap 200m sek! emissionsinfo.se/calvea

Mäktigt att lilla Sverige exporterar till Kina!

Bonus -> krypto

Skönt att traditionen med att hata blankare förs vidare av sivers-sekten. Framgångsrik mentalitet det där 🙂

"We locked 40 people in a room to work 40 hours a week for 40 years."

Flippers wanna flip

this metaphor in Musk v. Altman closing statements is SENDING me

Privatinvesteraren @NemCapSE har förvandlat några hundra tusen till en förmögenhet. Nu gästar han Veckans Trade för att dela med sig av sin historia, investeringsfilosofi och ge en exklusiv inblick i aktieportföljen. open.spotify.com/episode/2I8…

Watched few podcasts with Audemars Piguet’s CEO Ilaria Resta. AP x Swatch collab seems to be about selling to women, which she says is AP’s most “underdeveloped” opportunity. Royal Pop can ride the Labubu keychain wave. Women are <20% of AP sales but clear trend for the demographic. She says 45% of women will own a mechanical watch by 2030. Growing interest in complications but current designs don’t fit the wrist well. AP working on watched with smaller dimensions. Resta took over as CEO in 2023 after spending past two decade building brands in beauty products (Firmenich) as well as hair products and homecare (P&G). One of her first moves was to stop classifying AP watches as either men’s or women’s. AP currently sells 50,000 watches a year and does ~$3B (compared to Rolex, which sells 1.2 million units a year and does $13B annual). Seems AP has room to increase supply without becoming too ubiquitous and tapping women’s market makes a ton of sense. *** Interview (2025): youtube.com/watch?v=0VEAomME… CNBC with some watch stats: cnbc.com/2025/01/10/audemars…