Gui

Software engineer.

[Gui @Guinfw]

@TradexWhisperer @samirpatel09 Thanks for the insight. Why did nvidia made such decisions though, due to tight mobile memory supply ? How can nvidia compensate for those mobile memory cuts? With RDIMM or NAND?

[Elon Musk @elonmusk]

The future is gonna be fantastic

[Gui @Guinfw]

@Bobbxu Bob搬回湾区啦

[Gui @Guinfw]

@sama Omg

[Gui @Guinfw]

@ManifestFatum 同意。至少在下个月cpi number release前市场的风险和收益比例已经不平衡了，很难有理由继续杠杆满仓。虽然nvda依然是各大科技股中peg ratio最低的。

[Gui @Guinfw]

@dogetothemoon @TeslaJoy 哇

[Gui @Guinfw]

@Jason @sama 🤣

[Gui @Guinfw]

@mckaywrigley 🙌

[Mike Schroepfer @schrep]

@ID_AA_Carmack Would you rather live in any earlier decade or century? Likely not. Progress is happening and it takes at least some hope and optimism to get there.

[@jason @Jason]

We humans suffer greatly pursuing our dreams, but these brief moments of exhilarating joy make it all worthwhile 🚀

[Intel @intel]

Today, we lost a visionary.

Gordon Moore, thank you for everything.

[Jared Isaacman @rookisaacman]

Looking at this image, it is hard not to consider the significance or insignificance of our existence relative to the universe.
Starships could be analogous to the first boats constructed by our prehistoric ancestors. Imagine what we will learn & discover in the decades ahead.

[Gui @Guinfw]

@elonmusk lmao🤣it's late night existential crisis time again

[Republic of Mathematics @republicofmath]

We must know.
We will know.

David Hilbert

[Bill Ackman @BillAckman]

The gov’t has about 48 hours to fix a-soon-to-be-irreversible mistake. By allowing @SVB_Financial to fail without protecting all depositors, the world has woken up to what an uninsured deposit is — an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or @BankofAmerica acquiring SVB before the open on Monday, a prospect I believe to be unlikely, or the gov’t guaranteeing all of SVB’s deposits, the giant sucking sound you will hear will be the withdrawal of substantially all uninsured deposits from all but the ‘systemically important banks’ (SIBs). These funds will be transferred to the SIBs, US Treasury (UST) money market funds and short-term UST. There is already pressure to transfer cash to short-term UST and UST money market accounts due to the substantially higher yields available on risk-free UST vs. bank deposits. These withdrawals will drain liquidity from community, regional and other banks and begin the destruction of these important institutions. The increased demand for short-term UST will drive short rates lower complicating the @federalreserve’s efforts to raise rates to slow the economy. Already thousands of the fastest growing, most innovative venture-backed companies in the U.S. will begin to fail to make payroll next week. Had the gov’t stepped in on Friday to guarantee SVB’s deposits (in exchange for penny warrants which would have wiped out the substantial majority of its equity value) this could have been avoided and SVB’s 40-year franchise value could have been preserved and transferred to a new owner in exchange for an equity injection. We would have been open to participating. This approach would have minimized the risk of any gov’t losses, and created the potential for substantial profits from the rescue. Instead, I think it is now unlikely any buyer will emerge to acquire the failed bank. The gov’t’s approach has guaranteed that more risk will be concentrated in the SIBs at the expense of other banks, which itself creates more systemic risk. For those who make the case that depositors be damned as it would create moral hazard to save them, consider the feasibility of a world where each depositor must do their own credit assessment of the bank they choose to bank with. I am a pretty sophisticated financial analyst and I find most banks to be a black box despite the 1,000s of pages of @SECGov filings available on each bank. SVB’s senior management made a basic mistake. They invested short-term deposits in longer-term, fixed-rate assets. Thereafter short-term rates went up and a bank run ensued. Senior management screwed up and they should lose their jobs. The @FDICgov and OCC also screwed up. It is their job to monitor our banking system for risk and SVB should have been high on their watch list with more than $200B of assets and $170B of deposits from business borrowers in effectively the same industry. The FDIC’s and OCC’s failure to do their jobs should not be allowed to cause the destruction of 1,000s of our nation’s highest potential and highest growth businesses (and the resulting losses of 10s of 1,000s of jobs for some of our most talented younger generation) while also permanently impairing our community and regional banks’ access to low-cost deposits. This administration is particularly opposed to concentrations of power. Ironically, its approach to SVB’s failure guarantees duopolistic banking risk concentration in a handful of SIBs. My back-of-the envelope review of SVB’s balance sheet suggests that even in a liquidation, depositors should eventually get back about 98% of their deposits, but eventually is too long when you have payroll to meet next week. So even without assigning any franchise value to SVB, the cost of a gov’t guarantee of SVB deposits would be minimal. On the other hand, the unintended consequences of the gov’t’s failure to guarantee SVB deposits are vast and profound and need to be considered and addressed before Monday. Otherwise, watch out below.

[The Rabbit Hole @TheRabbitHole]

Humans have identified themselves throughout history by:

- Villages
- Countries
- Religion
- Race
Etc..

The final step in this journey will be for us to identify as human foremost and all else second.

This will be necessary when we inevitably make first contact with Aliens.

[Gui @Guinfw]

@elonmusk given the quack quack quack for reasons unknown for quack quack quack only time will tell, despite the tennis!

[John Carmack @ID_AA_Carmack]

Startups are so great like that — see a problem and just FIX IT THAT WEEK. The time to deliver a fix to VR users at Meta was often over six months, disregarding all the problems that were just ignored. Note that Facebook ran like a startup for an unusually long time. I heard \

[Gui @Guinfw]

@marcrandolph Well said