aurph

aurp on godel | Jack S.

[aurph @aurph]

been quietly building a dashboard to track the AI power trade. grid stress, data center locations, live prices on all the names tied to it.

GridTilt is a FREE live dashboard for the AI power economy. 5 tools. Built to make the grid make sense.

https://t.co/C0Y6pZnC9W :)

[Davide @davidecapital]

$GOOGL has a MC of 4.35T and has 126b in cash, 1b would make 0 difference, also google could care less about quantum because it won't be a money maker for them

$IONQ is not google and you'd have to be hitting the galaxy gas to come up with that comparison

[aurph @aurph]

@MartinShkreli @Replit Replit is great

[aurph @aurph]

@karpathy

[aurph @aurph]

@StockMarketNerd .12

[aurph @aurph]

@WheelieInvestor Great fund

[aurph @aurph]

@WheelieInvestor dont forget to hold some bags for tax harvesting 😉

[aurph @aurph]

@Prof_Atikin Then you go to liquidate and immediately underperform the s&p

[aurph @aurph]

@MikeFritzell Corning one of the worst ways to get photonics exposure imo

[ADIN @ADINresearch]

Had a Jane Street interview in 2014

Round 7. Interviewer says 'meet me at Washington Square Park, southwest corner, 2 PM.'

I show up. He's playing chess with a guy who's clearly hustling tourists. Interviewer's losing badly.

Without looking up he says, 'Take my position.'

I sit down. The chess hustler looks at me and grins. 'Your boy owes me $40. You covering his position?'

I look at the interviewer. He nods.

'Assume the debt,' he says. 'Now optimize.'

I study the board. I'm down a queen and two rooks. Completely hopeless.

'This position is unwinnable,' I say.

'Correct. Now make it profitable.'

'What?'

The chess hustler is getting impatient. 'You playing or what, kid?'

The interviewer slides me a $20. 'Market make this game.'

I'm confused. 'How do I market make chess?'

'Bid-ask on the number of moves until checkmate. Hustler takes the under, you take the over. Spread is your edge.'

I look at the position again. Maybe 8 moves max until I'm mated.

'I bid 12 moves, offer 15,' I announce.

The hustler laughs. 'I'll take the under on 12 all day.'

'Done,' says the interviewer. 'You're now short volatility on a deterministic outcome.'

Three moves later I'm checkmated. I owe the hustler $40 plus my $20 bet.

'How confident were you in that 12-move bid?' the interviewer asks.

'0.95,' I say, because that's what you always say.

'0.95 huh?' He chuckles. 'You just sold insurance on the Titanic.'

He stands up. 'The real trade was shorting your confidence and going long on the hustler's experience. You missed the obvious hedge: offering chess lessons to tourists at $25/hour while the game played out.'

'But I don't know how to play chess well enough to teach.'

'Exactly. That's called selling vol you don't have. Very Jane Street.'

Offer rescinded. Reason: 'Failed to recognize that the park itself was the market and the pigeons were the only rational actors.'"

[aurph @aurph]

@KabutoKing_ No market 🤷‍♂️

[SemiAnalysis @SemiAnalysis_]

lean in

[aurph @aurph]

@colin_gladman Just realize them bro

[Quintin Pope @QuintinPope5]

As a percent of GDP, hyperscaling isn't that extreme. The railroads were goddamn crazy, though!

[aurph @aurph]

@finmoorhouse sector vs project. "data centers" feed much more than AI and several deliverables. railroads are the only real analog on this chart and they peaked at ~16% of GDP. hyperscaler capex is ~1% today. the economy is simply much larger.

[aurph @aurph]

@stockdatamarket Pre nerf 4.6 with like 1.5x usage rate lol

[Godel Terminal @GodelTerminal]

$ONON @on_running if you’re listening, it’s time to sell off the shoe business and become an AI cloud compute company

[Godel Terminal @GodelTerminal]

I am sorry @justinbieber, I wasn't really familiar with your game.

[aurph @aurph]

Does anybody have room for 2,000 barrels of crude? Will pay storage fee /bbl. Texas sweet

[aurph @aurph]

@WheelieInvestor ❤️stay goated

[aurph @aurph]

@aleabitoreddit Reddit guy pumping my switchgear stock