@jonathan_wilke I actually built an EV terminal that can not only run on Tesla, but other EVs and let's you use Claude Code, Grok bot, cursor, and so on and terminals via tmux
https://t.co/OZVbCSgGw6
@jonathan_wilke@SebastianRoehl there's no reason to use worse models today. just change to opus 5.5 and thank us all later. use the others for regular stuff
@alc2022 Calm down. I am with you, AMD all the way, but claiming stuff in the heat of the moment is stupid. I would say the journey to $10T will be far shorter than from $0 to $1T
@bsmoney1@FindleysFinance don't be so salty. you have valid points, my point is that I don't invest based on the current multiples and so on. And what's funnier about this is that this stays here forever and in a year we will be able to see who was "right". Don't be salty lmao
@bsmoney1@windsurf_cursor@FindleysFinance I guess you are too blind to see it... you are investing based on current numbers, you have the right to do so, but you will never find the good opportunities. I don't need to see good numbers like what you guys are trying to look for, I just bet in very strong market+business
@bsmoney1@FindleysFinance You understand how the current AI workflows work?
The players, the solutions, the market demand? answer this and you can understand why a multiple alone is shit.
As an example, if you only had bought AMD at a "good" multiple for the past 2 years you wouldn't have any
@windsurf_cursor@FindleysFinance Yes, AMD will eat market like nothing else. Once again, valuations are a number, and tho it's obviously useful and tells us something, I don't think we should invest based on them only. If you had only invested in AMD at a good multiple the past years, you wouldn't have any...