Duncan Simmons

investor in disruptive innovation, curious mind, father, husband, cyclist

[Duncan Simmons @d51mmons]

@xwanyex A good friend of mine lived rent free in his father-in-law’s so-so apartment building while he built his business from scratch. He said it was too good of a deal to move until he could afford the house he wanted.

Then 8 years later he bought a $5m house. Barbell.

[Duncan Simmons @d51mmons]

Why would crime go down and education improve? We have had the tools to do so for a long time but cities’ revealed preference is disorder (shut off Flock/gunshot detectors + no bail etc) and converted public education into a jobs program for administrators.

Unless you create real competition among jurisdictions then new technology just gets co-opted by the Machine (see teachers insisting on in-the-loop AI education).

[Duncan Simmons @d51mmons]

@TMTLongShort You’ll need to attack the memetic layer so that Gen Z doesn’t buy overpriced homes, art, college degrees, country clubs, etc that boomers value so highly

[Duncan Simmons @d51mmons]

@KeenanPeachy I re-watched 21 Jump Street with my 15yo son recently (another Lord/Miller film). It is still hilarious and we loved it.

Afterwards I was just sad that they don’t/can’t make movies like that anymore.

[Duncan Simmons @d51mmons]

@bscholl We need a Tesla version of the RS6 with backwards facing rear seats like my parents’ old Volvo.

[Duncan Simmons @d51mmons]

@Cernovich This is why Jesus taught us to pray persistently Luke 18

[Duncan Simmons @d51mmons]

@ContrarianCurse Even if this $2t asset class is down 50%, it is like a medium bad week for Mag7. Why is this such a concern? Seems like a rounding error.

[Duncan Simmons @d51mmons]

@TMTLongShort https://t.co/EBbA27MIXl

[Denver Westword @denverwestword]

The data analytics outfit was Colorado's biggest company... until it picked up and moved to Miami.

🔗 https://t.co/BzQO7fpJ9u

[Duncan Simmons @d51mmons]

@ContrarianCurse This is better for HBO, worse for Netflix. They’re selling cultural currency vs slop. Hence what we’ve seen.

[Duncan Simmons @d51mmons]

@FrenchArt_ chouette

[SemiAnalysis @SemiAnalysis_]

The missing piece was InferenceMAX™, which gives us rigorous, real-world throughput data. Using DeepSeek R1 FP8 runs on H200s, we can now translate cost per GPU-hour into cost per million tokens, about $0.53 per million tokens.

Finally, once we couple that compute cost with real application metrics (average tokens per user, token price, and active user counts) we can close the loop from silicon economics all the way to application-layer profitability. In this example, we land at roughly 34% gross margin at the app level. This framework lets us, for the first time, connect token demand forecasts to megawatt requirements. As models evolve and inference efficiency improves, these relationships will keep shifting - but this stack gives us a repeatable way to translate demand into hardware, power, and ultimately, answer the question on economics.(4/4)

[Duncan Simmons @d51mmons]

@richardcraib A sense of agency instead of the vagaries of the stock market?

[Duncan Simmons @d51mmons]

@RobertMSterling You don’t say?

[Duncan Simmons @d51mmons]

@KingSoopersNews I think this is called *fraud*

[Duncan Simmons @d51mmons]

@MelodicMiner71 @RonDeSantis By unlocking tons of supply artificially held off the market by older homeowners who pay dramatically lower property taxes, you would see much lower prices.

[Duncan Simmons @d51mmons]

@xwanyex You could have been founding Nvidia

[Duncan Simmons @d51mmons]

@antoniogm But we wanted 140 characters

[Duncan Simmons @d51mmons]

@TMTLongShort This isn’t exactly new is it? David Faber went there in 2022.

https://t.co/c7ONtJwYHG

[Duncan Simmons @d51mmons]

@runliftrunlift You’re talking about training to get faster. Some of us just like to run because it makes us feel good and have a good day. Not the same!