AI predictions for next 6-9 months
-> Anthropic/ OAI fail to ban OSS in the US
-> Anthropic/ OAI continue to innovate product but stall on fundamental tech breakthroughs
-> SOTA Gemini 4 launches at 10x lower cost
-> Elon open sources Grok
-> Anthropic/ OAI ARR growth stalls as enterprises move from tokenmaxxing to rational token consumption/ OSS
-> slow realization in public markets that AI may not replace human labor in next 1-3 years/ has not had a fundamental tech breakthrough in over a year/ lacks ROI/ AI hyper and lab spend not durable
-> moonboy VCs/ hedge funds/ softbank continue to fund Anthropic/ OAI equity raises in private markets as public markets for them are now fully closed
-> CXMT, YMTC announce capacity expansions significantly above market expectations
-> hypers deliver good q326 results on first look but fail to show meaningful AI ROI, guide to "significant capex expansion in fy27"
-> broad realization in public markets the AI dream we got sold on is not anywhere close to realization
-> 10yr hits >5%
-> hyper bonds reprice >10%, CDS hit 3x current levels, and AI credit market dries up as market realizes GPU ABF was not a good idea
-> hyper equities reprice 30-50% lower
-> ORCL falls below $30 as rumors of bailout make the round
-> market realizes memory is cyclical and LTAs won't hold
-> 50% of korean traders get wiped within a week
-> hypers cut fy27 capex
-> semis reprice >80% lower
-> fed cuts >150bps to avoid recession
@seawarrio@sitikasim what evidence do you have he was cheating? who are you to speak to his state of mind? it’s not different from me saying your mom is a street whore right?
@amirulruslan@1Obefiend@cctver09 Fuck the police, fuck the so called religious law enforcement. All the lanciao at Jakim Jais Mais are faggot fucks who themselves are involved with all kinda shit. In fact, what were they doing when a convicted sodomite gets elected as PM? Bukan kaum Lut kena tolak? Munafik buto
@ikramrasid77@LowElsielow it’s this level of retardation that’s the cause of the country being the backward hole it is. As regards to your pmx, it’s not just allegation, he’s a convicted sodomite. Yet yall voted for that faggot.
Turun berkempen bersama calon N.55 Dengkil mewakili Perikatan Nasional dalam Pilihanraya Negeri Selangor ke-15, Dato’ Seri Jamil Salleh dan mantan YDP PAS Sepang, Ir. Mohd Haslin Hassan di PDM Desa Pinggiran Putra.
#SelangorBaharu#KeluarMengundi#zinmohamed#pomselangor #PNbest #bangsasupermajoriti
Petang ini saya singgah ke PDM Kg Dato Abu Bakar Baginda dan berjumpa dengan jentera yang akan memastikan kemenangan Perikatan Nasional di Dun Dengkil dan juga Selangor. (1)
Ping pong adalah salah satu sukan kegemaran saya pada masa lapang. Saya berbangga dapat bersaing dengan anak muda ini di Sarang Table Tennis terletak di Putra Perdana. Insyallah Dengkil bakal mempunyai jaguh dunia pada masa akan datang.
#N55DunDengkil#PerikatanNasional#teamDSJ