BasedGains

A Real Ape Like You

[BasedGains @BasedGains]

@USronaldcarter Eth is 1580 now, are we going to round it up to 1600?

[BasedGains @BasedGains]

@KD10675067 @jenzhuscott Of course they are not going to say that, they are master marketers. But you can tell it is an issue for them when they seed their models to tell you to go to sleep and get some rest when it is 1pm on a workday.

[BasedGains @BasedGains]

@Polymarket More like Anthropic's models are not improving at the speed of their expected monetary growth and they need an excuse as to why.

[BasedGains @BasedGains]

@unusual_whales Pay for it monthly and pay for the infrastructure to pay more for it monthly.

[BasedGains @BasedGains]

@not_ellington I think they are "slowing down" because their models are plateauing.

[BasedGains @BasedGains]

@citrini Seems like they are reaching a limit

[BasedGains @BasedGains]

Do you guys find yourselves having to prod Opus 4.8 to go and do due diligence? It always stops at theory and doesnt tell you the facts of what you are researching unless you ask another question.

[BasedGains @BasedGains]

@niccruzpatane the jag look isnt bad if it wasnt rolled out in baby colors, the audi front end and side look goofy, the back looks nice.

[BasedGains @BasedGains]

@RyanSAdams If Ethereum as a chain really gets picked up for RWA tokenization, there will be no choice but for the companies using it to secure it by buying $ETH. That being said the price isn't indicating that RWA on $ETH is anything more than a trial right now.

[BasedGains @BasedGains]

@Motor1com All of the new cars are starting to look like the Cybertruck or have some cyberpunk design characteristics.

[BasedGains @BasedGains]

@twistartups @OpenAI @thefriley @Jason @chamath @theallinpod @DavidSacks @friedberg Fronteirs appear to be plateauing and they also seem to be converging. They will not be able to charge high amounts for models that will do what other models do for less or locally. Hopefully 10T models unluck another level of capability.

[BasedGains @BasedGains]

@JamesEastonUK looks like it has to go down to $600 before heading up based on your graph

[BasedGains @BasedGains]

@vicepepe @Badie912 Who knows, seems like they are keeping some reserve for buybacks to keep the price above $1 to avoid a reverse split. But right, they haven't done much $ORBS buying lately.

[BasedGains @BasedGains]

@AndrewDev8383 isnt it just a dgx spark without the connectx networking card so it should be $1800 cheaper

[BasedGains @BasedGains]

@vicepepe @Badie912 It seems like it is just about 1x MNAV. WLD is only 33% of their portfolio, so even a 2x increase in WLD is not going to be as impactful as you might think.

[BasedGains @BasedGains]

@jimcramer Valuation and liquidty are 2 different things, you know this cramer.

[BasedGains @BasedGains]

@Sosowski dgx ships with linux, rtx seems like it will be build for windows and user friendly ui

[BasedGains @BasedGains]

@sudoingX Need to unlock concurrency on the dgx spark, then it gets unlocked the use case will be great. You can run 1100t/s through the models with concurrency, but the data requests need to be disaggregated and the resulting data needs to be aggregated accurately.

[BasedGains @BasedGains]

@bridgemindai These models are maybe reaching a limit while local llms catch up.

[BasedGains @BasedGains]

@unusual_whales Maybe too much glp-1