@miki_cr01 "Imbastire". Come se la serie A e in questo caso la Juve abbiano qualsivoglia velleita nei confronti dei sultani della premier.
Se fa bene torna a Casetta. Poi eventualmente Real a 120m.
@maxkarpis Available app downloads data (both ios and Android) strongly disagrees with this take. But sure, something might have broken in their kyc on-boarding pipeline.
@marbel2019@maxkarpis No. It's going faster if anything. Just look up sensor tower or similar.
5m in 3 months is also btw roughly 1m every 18-19 days. I also saw linkedin posts of employees mentioning 80m in July already. I suspect they re already above 80 as of now.
@angelomangiante Che post disgustoso. Wimbledon allora era altrettanto vuoto e inutile senza Carlos. Sembri una fan girl con nella cameretta i poster di Jannik
There is no AI race without an energy race underneath it.
UK electricity: $0.35/kWh. US: $0.16. China: $0.08.
A frontier GPU cluster is a machine for converting electricity into intelligence. You can fund all the GPUs you like through the Sovereign AI Fund, but if the electrons cost 4x what your competitors pay, the economics never close.
Last year we paid Β£1.5bn to switch off wind farms and burn gas instead, because the cables couldnβt carry the power south. Connection queues run to 15 years.
None of this is physics. Itβs a build problem.
Wrote up what weβre doing about it at Fuse
https://t.co/tkobJJVAYi
@GordonJohnson19 It's an implicit guarantee. Ie an asset maturity swap showing Bessent and US treasury point of no return. I.e. long end shall not go above (Γ)%. That's quite significant for gold or even btc whose existence is solely justified by (fear) of negative real rates.
@michaellebowitz Still...it reveals an implicit strike for the bessent put. I.e. it tells us US can't tolerate higher yields on long end. That's pretty significant for gold