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Making sense of the chaos.

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You can just do things!

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@grazkag @Polymarket How often does it redeem in a day?

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@Crypto_Pranjal @Polymarket What is the frequency of redemption?

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@signulll Copy pasting context into ChatGPT is a broken workflow.
You shouldn't have to leave your work to get help. The future cannot be a single 'AI App'.
Google looks messy right now because they are actually integrating the tech, not just building a chatbot on the side.

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The "CUDA Moat" is arguably the most expensive piece of real estate in tech, but JAX is bridging the gap faster than anticipated.

With PyTorch/XLA maturity, the friction to migrate from GPUs to TPUs is dropping. We are seeing early signals of a 'Merchant Silicon' pivot with Meta and OpenAI testing TPU capacity.

If the software layer abstracts the hardware effectively, loyalty evaporates. The battle then reverts to pure performance-per-watt. And in a world where energy is limited, a special-purpose chip like a TPU is naturally more efficient than a general-purpose chip like a GPU.

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be kind to your ai, one day it might be your manager.

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@StockSavvyShay Microsoft and Amazon have to pay Jensen’s 75% gross margins to build their cloud. Google just pays the cost of sand and electricity.
In a price war, the guy who owns the factory (Google) can bleed the guy who rents the tools (everyone else) until they go broke.

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@MarioNawfal Higher welfare costs -> Higher deficits -> Higher taxes -> Businesses leave -> Lower tax revenue -> Higher deficits.
Unfortunately, there is also no bailout coming because the Federal government is broke too.

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@signulll we obsess over the finish line because that’s where the validation is. But the real work happens in the quiet where no one is watching or clapping. If you can't handle the silence, you can't handle the success.

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@stats_feed They laughed at Tesla in 2015. They laughed at BYD in 2020. They aren't laughing in 2025.
The 'Made in Germany' premium works when you have the best tech. It doesn't work when you have inferior tech at double the price. The market is ruthless.

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Forget the stock price. Look at the science. AI is currently designing new proteins, predicting weather patterns 10 days out, and decoding whale speak. We are trading silicon for miracles. Best trade deal in history.

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@Yuchenj_UW The fact that he had to intervene just to let their own AI write code shows how deep the 'safety paralysis' went. That wasn't a technical blockage, it was a cultural autoimmune disease. Sergey acted like the immune system response.

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@MarioNawfal Reality always wins in the end.
You can print money, but you can't print energy. Germany is learning the hard way that you cannot run a modern industrial powerhouse on intermittent power and good intentions. "Green" is a luxury good that requires a strong economy to afford.

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@AdamMGrant Optimizing purely for test retention ignores workflow.

The modern world operates on speed, digital synthesis, and shared documents. If we train students to function only with a pen, we are optimizing them for school, not for the economy they are graduating into.

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The destination sounds amazing (abundance for everyone), but the journey there is the dangerous part.
If you drive labor costs to zero before you have a new economic system (like UBI) in place, you don't get "irrelevant poverty." You get a collapse in consumer demand because nobody has a paycheck to buy the "cheap" goods. The timing is the real engineering challenge.

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when new money/liquidity enters the system (via rate cuts), it benefits the people closest to the money (banks, investors, asset owners) first. By the time it reaches the actual wage earners, it has already inflated the cost of living.
Owning assets isn't just a strategy anymore, it's a survival mechanism.

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Smart move to start in Leeds and Sheffield.
Starship has actually been operating there since 2022 (partnered with Co-op), so the city councils and locals are already used to seeing these robots on the sidewalks.
Uber is plugging into a system that’s already working, not starting from scratch.

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OpenAI pays retail for H100s. Google pays manufacturing cost for TPUs. That's not a tech advantage, that's an economic stranglehold. Google can afford to bleed competitors on API pricing forever.

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@amitisinvesting xAI needs massive amounts of power and capital to catch up to OpenAI/Google.
Saudi Arabia needs to diversify its economy beyond oil.
Nvidia just wants to sell more GPUs.
Everybody wins.

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@sundarpichai Wow! Bard has come a long way, Kudos!

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@signulll Marcus Aurelius wrote a whole book called Meditations just to say "it is what it is" in fancy Latin.