sammy

#ML_Engineer #Ravens

[sammy @samyy]

@ThePrimeagen IMHO, walking away from the Warner Bros deal was a mistake. Missed on quality HBO content.

[sammy @samyy]

@GavinSBaker @business @ckcheung The AI build out / semi bull market has way too many haters who rush to frame any hint of ambiguity, doubt as evidence for semi bubble.

[ኃይለማርያም/ ባንቴ @yefelekebay]

Man the way my heart stopped for a second.

So my sister in law got the new Iphone 18, she didn't event set it up and I was taking a picture of it (also removed the cover for the pic) And when I putting the phone down, it slipped through my fingers and fall face first on our marble floor 😭 ልቤ ተተረከከ ነው የምላችሁ luckly everything was intact and functioning well. Phew!

[sammy @samyy]

@steipete Always count on Zuck to copypaste masterfully!

[sammy @samyy]

@anothercohen Post economic = you don’t work for money because you are wealthy, but you work just for the love of the game

[sammy @samyy]

@firstadopter Haven’t you heard? The agents have immortal soul now .
@dwarkesh_sp has visited their civilization

[sammy @samyy]

@TimDraper @TheStalwart Half cash, half stock OK?

[sammy @samyy]

@bubbleboi Extreme extrapolation of what he said to deceive your followers🤣

[sammy @samyy]

@TheStalwart Just about 2x total S&P 500 revenue.
Rookie numbers.

[sammy @samyy]

@JPATrades Wednesday news - NVIDIA margin down to 74.9% due to high memory cost . Stock down 7%.

[sammy @samyy]

@quxiaoyin About 150B ARR by end of 2026
Still growing > 100% then
Fair multiple is 30 times sales
Fair valuation - 6 Trillion
Law of large number discount 50%
==> 3 trillion early 2027/ IPO timeline

[sammy @samyy]

@OfficialLoganK Not ambitious enough unless it has 15 trillion params

[sammy @samyy]

@samstein All it takes is for DJI to fall well below 50K. Then you can have your TACO

[sammy @samyy]

@karpathy @btaylor Yeah- let’s delve into this.😄

[sammy @samyy]

@TheStalwart Communism is back in fashion. DSA could adopt this and no one would be shocked.

[sammy @samyy]

@SemiAnalysis_

[sammy @samyy]

@CheddarFlow Probably fake. OpenAI revenue run rate is > 25B. Trust me bro.

[sammy @samyy]

@dieworkwear One can’t write a better movie script for a comeback story.

[sammy @samyy]

Holy Knicks!

[sammy @samyy]

@TheStalwart Why not include $LITE $STX $DELL $WDC ?