@ThePulseSPN@HowToAI_ This. Everyone tries to get engagement by saying NVDA is in trouble, everyone will embrace this. PyTorch was supposed to kill CUDA too.
@BoringBiz_ This only matters if you know what he put the money into. We'd be making fun of him holding if Micron went to zero. Bulls make money, bears make money, pigs get slaughtered.
@zodchiii And occasionally (not) Claude goes off the rails, blows past guardrails. Develops agents that build or supervise incompletely and there is no warning that the 36 agents you're using have an observability gap.
@scion_x_@elonmusk I have been having a advice of a time with Claude Code. Even being careful of context windows, it makes mistakes even on small agents and burns a million tokens trying to fix it. I had to have Chat write skills for it to keep it grinding down.
@BoringBiz_ The talk about water is a farce wrapped in marketing speak. The obsolete centers that evaporate water (which comes back as rain) will be economically forced out over the next few years.
Solving the power problem will flip the economics of the whole monopoly.
@SawyerMerritt@elonmusk You guys aren't mathing. He said miles driven, not cars on the road. If taxis and other high users switch, that moves more miles than anecdotes about Hondas. When insurance charges more for human drivers, that'll move the needle quick.
@robertgraham@cstanley@SawyerMerritt You had me at "promises." @Delta's move here signals they aren't really serious and their passengers will penalize them when they have the opportunity.
@BoringBiz_ Buffets performance dropped to market rates when he could no longer trade with NPI. At least that's the way I understand the story. Not sure if it's skill or information asymmetry.