ASP

[The Kobeissi Letter @KobeissiLetter]

Most people don't realize what just happened.

Nvidia just posted what we believe are the most impressive earnings in history, with market-wide implications.

This implies $670+ BILLION in revenue next year, up +2,390% from FY2023.

What's happening? Let us explain.

(a thread)

[ASP @azure_crash]

#Coldcard wallet HW is probably not intrinsically bad -- why not write open source firmware so those of us that own one can reflash it, keep our HW, and use it with trustworthy / audited software?

[ASP @azure_crash]

@elonmusk The Culture is coming.

[ASP @azure_crash]

@BitPaine @River How automated is this setup? Obviously certainly elements can’t be, but suspect getting closer to a BTC standard is hard for most because there are lots of steps. For example, does any of your yield go to cash and then get transferred into Checking?

[ASP @azure_crash]

@elonmusk The Culture’s origin story.

[ASP @azure_crash]

@johnmcmillion @chamath Subscribing. Not buying. When you lease an apartment you’re absolutely not free to do what you please. Gov doesn’t own the models, they subscribe to them. There need to be reasonable limits.

[ASP @azure_crash]

@zeroXmusashi @huang_chao4969 Yes but maybe I missed it - Karpathy’s post doesn’t mention nanobot as your post suggests.

[ASP @azure_crash]

@signulll Bought it. Had same thoughts. Cancelled subscription, sold it and got an Apple Watch. My need was about sleep quality and there was no appreciable difference between the two that was worth the money.

[ASP @azure_crash]

@DOGE__news Google “Sarah Illustrates”

[ASP @azure_crash]

@sama Instances of gpt chained to complete complex tasks.

[ASP @azure_crash]

@aaronp613 "Buon Giorno" from White Lotus Season 2

[ASP @azure_crash]

Grok Imagine (and all the other AI image / movie generators) are like AI dreams. Not quite coherent, just a little bit off. Feels like it's just about dawn....

[ASP @azure_crash]

@natbrunell @DiMartinoBooth Excellent content, but like Jeff Booth, Danielle is remarkably cringe. Struggled to listen to her excellent content between the poorly timed, ceaseless joking. Natalie, great line of questioning.

[ASP @azure_crash]

@BitPaine Okay, historically ETH (and Solana) have been shitcoin factories. Does US stable coin legislation for ETH change that? I think maybe, but its inherent complexity / attack surface continues to make me wary….

[Michael Saylor @saylor]

The halls of eternity echo with the cries of those who sold their Bitcoin.

[ASP @azure_crash]

@zerosandohs @CandiceHorbacz This is the correct answer. ETH is a nightmare: with complexity comes the headache of security considerations (see their hard fork a few years ago). It's effectively a shitcoin factory, like Solana. Ultimately, Hal Finney was incredibly prescient here: https://t.co/NHyQMkq80X

[ASP @azure_crash]

@noahkaufmanmd @88MPHBTC Noah is dead on. These products are gears toward an “up only” short term horizon. BTC is going up but the play is long and inevitably you’re going to have a cyclical pullback and get crushed. If you have debt on such an investment you also have massive risk.

[ASP @azure_crash]

Bitcoin fixes this…

[ASP @azure_crash]

@sunny051488 Sorry for the typos lol. I have chase and so this.

[ASP @azure_crash]

@sunny051488 The workaround is to open a joint account and use it at the transfer. You can instant transform from yours to the joint and then she can instantly transfer from the joint to hers. Don’t believe there’s a limit.