Gaurav

Science, Tech and Finance | #bitcoin | Retweets ≠ endorsements

[Rahul Gandhi @RahulGandhi]

Wars are tragic, yet they remain a reality.

Any language or action that contemplates the end of civilisation is unacceptable in the modern world.

The use of nuclear weapons can never be justified - under any circumstances.

[Gaurav @GGbudhrani]

Images coming out of Israel's slaughter strip away the last shred of human decency.

Not just dead children. Not just broken limbs. But the way it's being done - casual, systemic, hour after hour. Target practice. WTF!

Self defense means protecting life. This kills it.

[mitsuri @0xmitsurii]

Naval Ravikant: "The future will be almost all startups."

[Gaurav @GGbudhrani]

Manchester City were so lucky the match ended 2-0!

[Gaurav @GGbudhrani]

@unitedpeoplestv United @ManUtd hasn't looked this ferocious in what feels like an eternity!

[Gaurav @GGbudhrani]

@unitedpeoplestv United @ManUtd hasn't looked this ferocious in what feels like an eternity!

[Gaurav @GGbudhrani]

What in the dystopia is this?

[Hashem Al-Ghaili @HashemGhaili]

I did more tests with Google's #Veo3. Imagine if AI characters became aware they were living in a simulation!

[Gaurav @GGbudhrani]

@gregisenberg 🔥- what you outlined is the MVP of something bigger. Shopify without the dashboard.

In the coming years, you'll deposit $100 into an agent and tell it:
“Go build and sell something for tech nerds".

You fund the idea, AI does the rest.

Automated solo capitalism.

[Gaurav @GGbudhrani]

@moorecases @RealJimChanos Gross margins are a multivariate equation here - revenue depends on whether contracted or on-demand, utilization rates for on-demand GPUs, economic life, and pricing curves for each generation. Power costs are fixed, possibly with escalators.

[Gaurav @GGbudhrani]

@moorecases @RealJimChanos Agreed - real gross margins are ~30%. Not exceptional, but pretty decent when scaling so fast

As long as GPUs work, economic depreciation ties to demand curves and pricing per generation. Older GPUs may still be profitable beyond 5 years if there are enough workloads to support

[Politi_Rican 🇵🇷 𝕏 🇺🇸 @TheRicanMemes]

Stop it 😂😭💀

[SemiAnalysis @SemiAnalysis_]

MI300X vs H100 vs H200 Benchmark Part 1: Training
CUDA Moat Still Alive
Our 5 month journey conducting independent analysis + benchmarking
User Experience, Usability
GEMM + attention
InfiniBand vs Spectrum-X vs RoCEv2 Ethernet
SHARP
Total Cost of Ownership
https://t.co/A5utrO9Ht9

[Gaurav @GGbudhrani]

Bumrah (@Jaspritbumrah93) is the ultimate cheat code.

Never been so satisfied as an Indian Test cricket fan. A dream performance by the whole team! 🔥

#AUSvIND #INDvAUS

[Jason Staats⚡ @jasononfirms]

This new ChatGPT Advanced Voice mode 🤯🤯

[Elon Musk @elonmusk]

Freedom of speech is the bedrock of democracy. If the truth is suppressed, it is impossible to make an informed voting decision.

The degree to which freedom of speech is being undermined around the world is extremely alarming.

[Balaji @balajis]

AMERICA AND BITCOIN
A historical speech. Here is Donald Trump's full speech at the Bitcoin Conference with timestamps and transcript.

TIMESTAMPS
1:36 - Shoutouts to David Bailey, Winklevosses, Michael Saylor, Cathie Wood, Ron Paul and Rand Paul, Vivek, and the victims of the July 13 assassination attempt.

7:00 - How Bitcoin rose from an idea on an anonymous message board to the 9th most valuable asset in the world.

10:00 - America is a nation in decline, and we cannot let China dominate Bitcoin. The US must lead in tech, science, manufacturing, AI, space, and power generation.

14:50 - Bitcoin will be mined, minted, and made in the USA. If it goes to the moon, it'll get there from America.

16:20 - How the Biden/Harris administration has waged war on crypto for the last three and a half years, by choking off banking support.

22:00 - The Biden/Harris administration is against Bitcoin, because it stands for freedom, sovereignty, and independence from government coercion and control.

25:00 - The day Trump takes the oath of office, Joe Biden, Kamala Harris, and Elizabeth Warren's anti-crypto crusade will be done. He will fire Gary Gensler on day one!

27:57 - Trump commits to immediately shutting down Operation Chokepoint 2.0, and creating a Bitcoin and Crypto Presidential Advisory Council. In 100 days, fair rules written by people who want crypto to thrive.

29:28 - There will never be a CBDC. And he will defend the right to self-custody, freedom of transaction, freedom of association, and freedom of speech.

30:25 - He'll support USD stablecoins and global savings in Bitcoin. And he recognizes that the behavior of the current US government is the threat to the dollar, not Bitcoin.

35:30 - Biden/Harris has presided over the biggest inflation in the history of America.

38:30 - Inflation destroyed Weimar Germany. Bitcoiners understood inflation better than anyone else. Inflation is stealth taxation, a national disgrace.

43:30 - Make the US the lowest cost energy producer in the world, given its natural resources, and turn it into a Bitcoin mining powerhouse. Americans will not need to move to China.

44:20 - The US government has violated the cardinal rule: never sell your Bitcoin. He will stop the US government from selling its Bitcoin. This will serve as the core of the strategic national Bitcoin stockpile.

46:00 - He will commute the life sentence of Ross Ulbricht to time served.

46:26 - He commits to becoming the pro-innovation, pro-Bitcoin, and pro-tech president that America deserves. And will make America and Bitcoin stronger, richer, freer, and greater than ever before.

Full transcript in next post. 👇

[Vivek Ramaswamy @VivekGRamaswamy]

The anatomy of how a “conspiracy theory” became reality, in just 18 months.

[Dave Lee @heydave7]

Regarding California's AB 1955 signed into law this week, @AbigailShrier argues (in an article linked below) that it:

1. Mimics the tactics of child predators by isolating children from their parents.
2. Undermines parental rights and the parent-child relationship.
3. Potentially puts children at risk by encouraging secret gender transitions without parental knowledge or support.
4. Ignores growing evidence and international trends cautioning against pediatric gender transitions.
5. Disregards public opinion, which largely supports parental notification in such cases.
6. May lead to political backlash against Democrats, as exemplified by the author's interview subject who switched party affiliation.

https://t.co/WPS4QVteMh

[BCCI @BCCI]

वंदे मातरम 🇮🇳

[Gaurav @GGbudhrani]

One of the greatest comebacks ever - freaking hell! Against 3% odds, Bumrah and co. delivered when it counted most.

Spare a thought for South Africa, but Bumrah's skill level is off the charts. He will go down as one of the best ever!

#INDvSA #T20WorldCup2024

[Gaurav @GGbudhrani]

Australian bowling choked out England's aggression today, much like they did to India in the 2023 ODI finals.
Just as they stifled India's middle order, England was unable to muster any aggression against such relentless, clinical white ball bowling. #AUSvENG #T20WorldCup