Iris Hu

Independent research. Investment ideas. Connecting to the world.

[Iris Hu @TarletonRes]

Agentic AI and the Future of Software Development: S3 E4 https://t.co/xbnz5whFDk via @YouTube

[Iris Hu @TarletonRes]

Goldman Research: Power gen shortage can be mitigated by utilizing existing capacity. Key points:

(1) AI computing is different from clouding computing in terms of uptime. LLM training workload can be paused and resumed. This would allow a shift of AI workload away from a peak load.

(2) AI inferencing workload, e.g., agentic AI query, could be re-routed geographically to wherever power capacity is available. Latency may not be a critical issue since inferencing compute time itself is much longer than latency. Re-routing the workload globally? That could be between day and night.

(3) This concept could result in more distributed AI data centers domestically and globally.

(4) It's good for traditional utility companies because their reserved capacity will be running more, instead of sitting idle for most of time.

https://t.co/os5it75Cmo

[Iris Hu @TarletonRes]

$PLTR Karp gave his viewpoint of LLM and what role Palantir plays. https://t.co/8dDODF1EpV

[Iris Hu @TarletonRes]

@RevShark It can be resolved by fed cutting the rate. Increasing rate on the other hand will cause more inflation in housing cuz new house and apt rents going up with borrowing cost.

[Iris Hu @TarletonRes]

@al_xdpg Given the macro backdrop, may be more like April-May ‘21? That would be a 100-150 pt pull back?

[Iris Hu @TarletonRes]

@fundstrat @Drunktrader575 Solid analysis paid off. Still the courage to make that call is what sets him apart.

[Iris Hu @TarletonRes]

@Ische2 @biancoresearch @elonmusk Exactly! Comparing Tesla with other car makers is like comparing Apple to Orange. Tesla would want to be compared to $AAPL etc.

[Iris Hu @TarletonRes]

$AMD, $NVDA
AMD vs. NVDA

It's interesting to see how NVDA and AMD view their competitors.

NVDA views large cloud companies, such as Amazon, Google, as competitors in custom HPC/AI chips, while AMD views them as customers or partners.

[Iris Hu @TarletonRes]

@bpoppenheimer Same business philosophy played out at AMD. Lisa Su led a remarkable turn-around with a focus on very selective product lines and it worked.

[Iris Hu @TarletonRes]

AMD vs. NVDA
(at the end FY '22, per 10-K)

- Headcount
25,000 vs. 26,000
(Xilinx acquisition +5k)

- Fixed Asset Property/equip
1.5B vs. 3.8B

- R&D Expenditure
5B vs. 7.3B

- Revenue
23.6B vs. 27B

[Iris Hu @TarletonRes]

Texas power sales jumped 10 folds from 4.2B to 5.4B last week. Market driven price crazy https://t.co/frfEUICwyH

[Iris Hu @TarletonRes]

#helenesgreenshoots @GreenvilleNews

[ian bremmer @ianbremmer]

Past meets future https://t.co/LAkbrKoqPK

[Iris Hu @TarletonRes]

haha how about that 21- 0 #HOUvsKC

[Iris Hu @TarletonRes]

@HalftimeReport Watching recording. Like your show but Mike Wilson making it so complicated and confusing lol

[Iris Hu @TarletonRes]

make sense ... however in terms of business deal, it often comes as a package.

[CNBC @CNBC]

A Harvard negotiation expert shares the most common mistake people make when asking for what they want. https://t.co/9mmhkJt3t1

[Iris Hu @TarletonRes]

Houston can’t get it going. 😱😱They have not crossed mid field yet 4 min to half. #BUFvsHOU

[Iris Hu @TarletonRes]

China wind power auction doubled in 2019 from 2018. Total award ~68GW (52GM on shore and 16 off shore). Majority (~50GW) went to 8 domestic developers. Via https://t.co/nqfAiJ6yV9.
https://t.co/Px4kfIOc75

[Iris Hu @TarletonRes]

Happy new year to all!

[Iris Hu @TarletonRes]

Fresh tulips at Amsterdam airport