wmdux

UX, DeFi

[wmdux @Meme_Zoddd]

I think the Karp interview blew away my AI bullish bias.

Fortune 500 waking up to the increasing token cost, cheaper open source alternatives, and lack of trust in the frontier labs not to eventually reproduce there business similar to Amazons playbook?

Also the battle between to financially interconnected players: NVDA vs Anthro/OpenAI. Nvidia promoting the open sources model because Anthro/OpenAI are trying to produce their own chips? This seems like game theory and assured destruction playing out. This give and take dynamic will destroy the labs and NVDA will be there to pick up the pieces.

If there any sign of decreased revenue growth in Anthro/OpenAI everything falls. Contagion ensues.

Not saying that this would happen, but it’s been on my mind lately.

[wmdux @Meme_Zoddd]

@AnalysisOp Don’t have a rebuttal to any of what I stated?

[wmdux @Meme_Zoddd]

This all seems to stem from the Karp interview on cnbc giving a wakeup call for the AI bulls, that there simply is no ROI for enterprises. So Anthropics main revenue source isnt sustainable. Not to mention Anthropic will pull an Amazon and use all the data generated from the companies to displace them. Karp is a genius, i can't believe I didnt see this obvious red flag.

[wmdux @Meme_Zoddd]

@LiberN8 @50bips @BillCarson3x @hamptonism The frontier models are pulling an Amazon, allowing companies to use their models, all while collecting data on their businesses. Thus eventually using all that data to create a better version to displace them.

[wmdux @Meme_Zoddd]

@erichamilton_ @FatKidDeals Imagine wanted to stop the fourth Industrial Revolution because you can’t pay an extra $150 on a one time purchase. Lol

[wmdux @Meme_Zoddd]

@FatKidDeals If you can’t cover an extra $150 for a one time purchase, maybe you shouldn’t be spending your money on gaming, rather figuring out why you can’t afford it.

[wmdux @Meme_Zoddd]

@elevencapi Happens when your customer treat you like shit and drive down your margin because they have concentration risk. Apple is the reason these memory names never have the capital to expand properly in anticipation. This was somewhat predictable until openclaw brought in agents

[wmdux @Meme_Zoddd]

@suatcansimsek @SoskaKyle Stop with the lies. I got charts too. lol

NVIDIA's Vera Rubin VR200 AI server platform is currently in early production and sample stages. Look 25% of rack cost for the latest cutting edge rack that is still in very very very early stages.

[wmdux @Meme_Zoddd]

@HolySmokas Imagine not understanding that humans value there experiences and memories not their brain themselves. No make the leap and mapping that same idea on the global AI overload being built out. Compute IQ has no ceiling. We build until we’re in the stars.

[wmdux @Meme_Zoddd]

Do you think the US wont tariff the shit out of anything coming out of China or anything else that undermines the financial interest of American or Allied companies? Sidenote the Chinese do not innovate, they steal and improve agreed. What AI or hardware related breakthroughs have China producing in the decade? (I just searched for this and all just ripoffs of western innovations, laughable). The most promising talent flocks to the US. And wouldnt the companies with the most experience in HBM and memory be most likely to do so, since they've been doing so for decades?

[wmdux @Meme_Zoddd]

@BitcoinNewsCom I get that markets can be irrational. But if you going to evaluate the KOSPI, why not actual value the two largest holdings and discuss the demand imbalance for the memory stocks. Seems like your just set on the AI bubble will pop without actually discussing any valuations.

[wmdux @Meme_Zoddd]

@PhotonBull @bubbleboi @RJCcapital Please make this legit, and wager that the loser has to deactivate their account. lol

[wmdux @Meme_Zoddd]

@zerohedge Dude what happen to you. You used to be unbiased. What a sad day.

[wmdux @Meme_Zoddd]

@esandurrani So its just a more costly Gemini in Canvas mode.

[wmdux @Meme_Zoddd]

@DavidLinthicum It’s interesting his negative view is in line with IBM’s stock performance vs SMH/SOXX. 😂

[wmdux @Meme_Zoddd]

Sustainablilty, if you don't own your own compute stack are are just a feather in the wind. OpenAI and Anthropic can be cut off from the compute spigot in a second, while Google roars on. This assessment is a picture (moment in time), were are early innings look at the movie at its most like outcome.

[wmdux @Meme_Zoddd]

@UncleAlpha007 The MEXT acquistion by AMD and the release of Spark and Halo, are setting a new narrative for NAND. MEXT is an offload tool from HBM (more NAND will be needed to handle this offloading) and edge compute doesnt utilize HBM but rather NAND.

[wmdux @Meme_Zoddd]

@ousterlidar @oxfordrobots The shade being thrown is tremendous. Bomba Clap!