@jerad_parrish@NoLimitGains@InTheAssembly Brother smart money doesn’t buy puts when the premium and IV is through the roof. Call credit spread is goated here. Michael is a legend clearly
The Jensen Huang episode.
0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains?
0:16:25 – Will TPUs break Nvidia’s hold on AI compute?
0:41:06 – Why doesn’t Nvidia become a hyperscaler?
0:57:36 – Should we be selling AI chips to China?
1:35:06 – Why doesn’t Nvidia make multiple different chip architectures?
Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
@therealchaseeb I think the idea is we don’t yet know what the best ordering strategy is, so we shouldn’t collapse on a single one yet. In the meantime let the market (validators) decide how they want to order.
We're excited to announce 'The Situation Room' by Polymarket is coming to Washington, D.C.
The world's first bar dedicated to monitoring the situation. 🧵
Amazon is holding a mandatory meeting about AI breaking its systems. The official framing is "part of normal business." The briefing note describes a trend of incidents with "high blast radius" caused by "Gen-AI assisted changes" for which "best practices and safeguards are not yet fully established." Translation to human language: we gave AI to engineers and things keep breaking?
The response for now? Junior and mid-level engineers can no longer push AI-assisted code without a senior signing off. AWS spent 13 hours recovering after its own AI coding tool, asked to make some changes, decided instead to delete and recreate the environment (the software equivalent of fixing a leaky tap by knocking down the wall). Amazon called that an "extremely limited event" (the affected tool served customers in mainland China).
@ChrisCamillo My wife picked up a NeeDoh and the new ones smell like straight sharpie. Very pungent smell. It seems like their quality has gone down while trying to meet demand. Make sure you buy some new ones and investigate this before going too hard on the trade.