Dave

[Dave @Heyitsdave2]

@Midnight_Captl Jensen and others just talk shit on Dario doomer vibes because they all NEED Ai to be adopted massively for the health of their companies. Why on earth would Dario talk against his own book in a bad way, if he didn’t truly believe the downside possibilities. He just being honest

[Dave @Heyitsdave2]

@tablefourthree @NicoPerrino Maybe having a fucking spine is what recruits the top Ai researches and talent. Their culture is second to none inside that company. Only lab with zero founding team departures

[Dave @Heyitsdave2]

@scaling01 Finally somebody fucking says this. Trump admin lies 24/7 and we’re supposed to believe they’re gonna be honest in regards to a company they have already been at odds with for months?
The truth probably lands somewhere in between both sides, however going off history, admin lies

[Dave @Heyitsdave2]

@ishanhaq @Fabian_v4 I’m simply saying, it’s a joke that a dude who’s founded multiple companies that don’t even have a positive cumulative net income is the richest man in history. It should be someone who founded a company that profits $100B+ annually. Since there’s multiple of those

[Dave @Heyitsdave2]

@ishanhaq @Fabian_v4 There’s absolutely nothing so incredibly spectacular about Tesla to deserve to be valued more than the entire auto market combined. They don’t have growth or meaningful net income right now.
SpaceX is incredibly overvalued however I can understand they are 1 of 1 currently

[Dave @Heyitsdave2]

@ishanhaq @Fabian_v4 Both companies are obviously impressive and musk deserves tons of credit. However his companies have ridiculous premiums attached to them because his retard cult followers. One would assume the richest man on the planet would be attached to a company that earns $100B+ yearly net

[Dave @Heyitsdave2]

@ishanhaq @Fabian_v4

[Dave @Heyitsdave2]

@ishanhaq @Fabian_v4 Bro you don’t understand. Revenue is not the same as net income. The wealthiest man in the history of the planet has created -2B of total net income across his companies in their entirety. That’s not crazy to you?
Vs nvidia $48B of free cash flow last quarter alone 😂

[Dave @Heyitsdave2]

@ishanhaq @Fabian_v4 You said some of the “fastest growing businesses in history” 😂. Tesla 2025 rev growth was -3% and spaceX was 33%.
Try Anthropic which has been 1000% per year since inception. THATS growth

[Dave @Heyitsdave2]

@ishanhaq @Fabian_v4 That’s $69B in history, not yearly sir. It’s lunacy how much net worth he’s accrued while barely producing any significant earnings vs the actual mag7 companies who print $100B per year

[Dave @Heyitsdave2]

@ishanhaq @Fabian_v4

[Dave @Heyitsdave2]

@LLMJunky Cost to run a benchmark is not the same as cost to complete a task. Fable can use less tokens to complete the same task in the real world. Not a fixed eval suite at max reasoning settings. Still, they need to get costs down though competitively

[Dave @Heyitsdave2]

@Danny2KYT

[Dave @Heyitsdave2]

@nickbomb_ @ZachCohenFB 4th try!

[Dave @Heyitsdave2]

@SIGKITTEN Seems reasonable to believe spying is materially different than Ai being used it kill decisions with no humans in the loop

[Dave @Heyitsdave2]

@chinoalemano I want it to happen so badly, but couldn’t think mean getting loads of GPU access through colossus 1 and 2 with these new anthropic x SpaceX deals?

[Dave @Heyitsdave2]

@firstadopter You just want nvidia to make more selling to china. All you care about is money too lol

[Dave @Heyitsdave2]

@deredleritt3r Bro it’s like 300MW and they’re gonna have over like 10-13GW by 2028-2030. It’ll be a rounding error if Elon throws a hissy fit

[Dave @Heyitsdave2]

@pepe_maltese These bottlenecks won’t last forever and this capex won’t last forever. When compute supply meets the demand in maybe 3, 5, 8 years time, these cloud companies will be sitting on high margin gigantic revenue producing cloud business with way less capex than today. Insane profits

[Dave @Heyitsdave2]

@jumpman_sports @Dan_Jeffries1 @the_bassoon Why on earth would Dario keep talking about job displacement if they didn’t think it’s a real possibility? It’s not beneficial to them at all to repeatedly mention it. It hurts their case for more widespread and enthusiastic adoption of it. They cant be worried about AI’s effect?