Lex Luther

I see you Workin Brotha!

[Lex Luther @LexxLuther218]

@AJDelgado13 Couldn’t just say “I was wrong.”?

[Lex Luther @LexxLuther218]

@RheinAmacher @jamestalarico @LindnerCtrHope TLDR: You lied and got exposed in record time.

[Lex Luther @LexxLuther218]

@shorttimelines He doesn’t need to, their growth has massively decelerated.

[Lex Luther @LexxLuther218]

@NotA_Bull AI labs revenue not growing fast enough to meet buildout cost and neo cloud bankruptcy next year looking increasingly more likely.

[Lex Luther @LexxLuther218]

@sama if there was ever a time to drop a new model, the day Anthropic announced they shit the bed on revenue is it!

[Lex Luther @LexxLuther218]

Because investors were expecting like $18B, it’s not enough to support 2T valuation, and their growth needed to be somewhere in the 60-70% range to justify the targeted valuation and their spending commitments. With no significant amounts of compute coming online in this next quarter and a price war with OAI, wouldn’t be surprised to see Q4 growth slip into the 30% range. Which is really bad for them.

[Lex Luther @LexxLuther218]

@luoluo5203 @HedgeyeTech ….. tell that to their spending commitments.

[Lex Luther @LexxLuther218]

@MetacriticCap Said everyone over their ski’s during every financial crisis. Have we learned nothing?

[Lex Luther @LexxLuther218]

@LinusMixson Running Gitlab at home doesn’t allow you to have a job?

[Lex Luther @LexxLuther218]

@6851cf3c @LinusMixson Huh? Cgit doesn’t provide any type of DevOps tools. Are you referring to Gitea?

Regardless I got tired of outages and runner/action usage limits on GitHub so I moved my pipelines to Gitlab CE and only now mirror to GitHub

[Lex Luther @LexxLuther218]

@Dr_Crossroads Almost like their entire business revolves around massive leverage, shit margins, and zero alternative revenue streams. No shit Amazon isn’t going bankrupt, but Coreweave isn’t Amazon.

[Lex Luther @LexxLuther218]

@nejatian Yea guys, buy a 5 year timeshare on a home you “own.” And when you want to sell it find another sucker that will take over your fractional ownership.

[Lex Luther @LexxLuther218]

Nvidia support can’t help those margins when everytime you turn around financing infrastructure cost increases or there’s a project delay. The unfortunate reality is for them to not go bankrupt miracles have to happen by essentially Q4 2027. Anything less and it’s going to be a conga line of neoclouds going into the wood chipper.

[Lex Luther @LexxLuther218]

@GeniusGTX This is literally a straight up lie. The cheapest Ryzen 395 I’ve seen is 2700. Everything else is 3k+

[Lex Luther @LexxLuther218]

@jamestalarico I like the dude but even I Find this tweet fucking nuts.

[Lex Luther @LexxLuther218]

So fractional ownership on homes now? Essentially you’re locked into those payments that adjust every 5 years at a new rate unless you can find another sucker willing to buy your share. This is essentially a fucking timeshare except you’re the only person who can stay the night there.

[Lex Luther @LexxLuther218]

@JackPosobiec A teacher helping students. Yes definitely strange.

[Lex Luther @LexxLuther218]

@SkrrPrrh @AnthropicAI @grok At grok is there an open source version of this?

[Lex Luther @LexxLuther218]

@johnternus …… what is the market for this? All of my information is on my phone, I already have an iPad….. what would I use this for between my MacBook, my iPad, and my iPhone?