Alea Jacta Est

Attention is all you need

[JFPuget 🇫🇷🇺🇦🇨🇦🇬🇱 @JFPuget]

As all NVIDIA employees I guess, I am deeply concerned by the campaign against Jensen Huang. Removing him would be a disaster.

Many have documented on X and elsewhere how this looks like a coordinated coup.

I'd add only one thing. Look at who would benefit from a dramatic weakening of NVIDIA.

It is not China. It is not about selling GPUs to China because that train has left. China authorities have pushed back on the H200 the Trump administration allowed NVIDIA to sell.

Look at what Jensen pushed back on:
- regulations that would make open source model training too expensive
- regulations that would make closed model providers immune to liabilities caused by their models. He said "if your product is not ready, then don't ship it"
- regulation against model distillation. He said "this is competition. People do it all the time with NVIDIA products, they try to reverse engineer them."

The other side will do everything they can to get him fired.

As a French, I can't care less about his private life. I get that the US is puritan and sees it otherwise. But frankly, isn't it something he and his family has to deal with? Why should all NVIDIA employees, partners, and investors be collateral damage?

Disclaimer. As my bio says, the above are my views only. I do not represent NVIDIA by any means. I only commented on publicly available information.

[Alea Jacta Est @AleaJactaEst612]

@TheBigBerbowski Not necessarily a favorite sector but I've been positioned in $ABVX
It has educated me a lot about Biotech in general !

[Lee Kuan Yimby @LeeKuanYimby]

If you have a refrigerator with food, you are rich enough to be afraid of socialism.

[Erik Voorhees @ErikVoorhees]

@kuhhbin @TheEconomist @TheEconomist must go

Jensen built one of the greatest companies of all time, and all you do is bitch about how best to centrally plan and control markets

[Elon Musk @elonmusk]

@zerohedge That would be an honor

[forward deployed ccp gf @FangYi11101]

A man who pioneered parallel processing cannot be expected to run a single thread

[zerohedge @zerohedge]

Elon please hire Jensen

[Alea Jacta Est @AleaJactaEst612]

@DueDoctor @Biohazard3737 🤣

[Alea Jacta Est @AleaJactaEst612]

@handlewest @Fr33man_Sev @caprioleio We thank this kind smartass for the cheap entries we can still get.
Reality will hit them like a train in a not so distant future.

[Alea Jacta Est @AleaJactaEst612]

@profpicsou @jmartinprin penny smart, dollar foolish

[Alea Jacta Est @AleaJactaEst612]

@FranekMirko @xf1280 Let's derive from them the lightweight models for simple tasks*

[Alea Jacta Est @AleaJactaEst612]

@Biotech2k1 sweet

[Panther @PickingMyOwn]

$ABVX The market focuses on so many wrong things and where a PPS is on a hourly basis. Here’s what matters: Obefazimod beats Rinvoq by +18.4 [7.1, 29.7] on endoscopic remission and Skyrizi by +28.2. The win is coming. Read the chart.

[Alea Jacta Est @AleaJactaEst612]

@edtadros @RoundtableSpace @bot 🤣 nice

[Alea Jacta Est @AleaJactaEst612]

@Divs_King @Paludes_ Les modèles frontières résolvent des problèmes du millénaire en ce moment même mais tu penses qu’avec quelques formules sur Excel tu as une bonne idée de ce que sera le Monde et la tech dans 3 ans 😆

[Rob Miles @robertskmiles]

Attention all companies: I never want to use your AI assistant on your website. I want to use *my* AI assistant on your website

[f45 @fml945]

@psipbc 你们能不能他妈的先说清楚结论：
这项研究证明了，对于绝大多数没有特殊规律的随机问题，量子计算机无法获得指数级的计算优势。

[Sawyer Merritt @SawyerMerritt]

Elon Musk says the lack of popularity for data centers is temporary because of the prosperity that is brought by them:

"The lack of popularity is where there aren't data centers and they think a data center will have a bad effect. Memphis is booming because of @SpaceX. The restaurants are full, the hotels are full, we're paying twice the prevailing wage people were earning before. We've also helped local schools. And the tax revenue the county and city are earnings is tremendous. I think this popularity thing is a temporary concern because there actually is tremendous prosperity that is brought by the data centers. Talk to the people in town and they feel it because their businesses are booming."

(via 33rd Annual Baron Investment Conference today in NYC)

[ₕₐₘₚₜₒₙ @hamptonism]

Once people wake up to what SoftBank CEO is saying, it will be too late…

[Alea Jacta Est @AleaJactaEst612]

@HyperTechInvest He was right very early on Memory, very early on $AXTI, etc
Even his $SIVE entry is probably way lower than the current stock price.

when you get are so good retail follows you massively without conviction, and it led to a heavy correction in high beta stocks. on top of macro.