Adopting Claude speak in my regular life, episode 1:
Partner: Did you do the dishes tonight?
Me: Yes they're done.
Partner: Why are they still dirty?
Me: You're right to push back. I didn't actually do them.
But those effects are increasingly higher up the stack and not where NVIDIA believes they are. The market keeps assigning the moat to CUDA. I think the moat, to the extent it exists, is more fragmented and much less durable than NVIDIA bulls believe. (3/3)
Finance people often describe CUDA as a classic network-effects flywheel: huge install base, huge ecosystem, impossible to displace. I think that misses where AI developers actually live.
Most of us do not care about kernels or low-level infrastructure. (1/3)
However, we do care about whether things work with PyTorch or TensorFlow, whether the tooling is mature, and whether the model stack is portable. So yes, compatibility matters. Yes, ecosystem matters. (2/3)
BREAKING: Iran says the strait is closed.
BREAKING: Trump says the strait is open.
BREAKING: Hegseth says the strait is open.
BREAKING: Bloomberg says 3 ships crossed.
BREAKING: Iran says those 3 ships are Iranian.
BREAKING: Maersk says it needs clarity.
BREAKING: The strait is a philosophical concept at this point.
BREAKING: A fourth ship attempts to cross.
BREAKING: The fourth ship turns around.
BREAKING: The fourth ship's captain says he "needed to think."
BREAKING: Insurance for the fourth ship is now $47M.
BREAKING: The fourth ship is still thinking.
BREAKING: Trump posts on Truth Social that Hormuz is "TOTALLY OPEN, BEAUTIFUL, LIKE YOU'VE NEVER SEEN."
BREAKING: 800 ships remain trapped in the Gulf.
BREAKING: Trump posts again that this is Biden's fault.
BREAKING: Iran announces tolls of $2M per ship.
BREAKING: Iran announces tolls must be paid in crypto.
BREAKING: Iran has not specified which crypto.
BREAKING: Someone on CT says it's XRP.
BREAKING: XRP is up 34%.
BREAKING: It is not XRP.
BREAKING: Russia and China veto the UN resolution on Hormuz.
BREAKING: Russia proposes an alternative resolution.
BREAKING: The alternative resolution does not mention Hormuz.
BREAKING: Nobody is surprised.
BREAKING: Israel bombs Lebanon.
BREAKING: Iran says this violates the ceasefire.
BREAKING: Trump says the ceasefire does not cover Lebanon.
BREAKING: Netanyahu says the ceasefire does not cover anything Netanyahu is currently doing.
BREAKING: Ceasefire is now 11 hours old.
BREAKING: Iran closes Hormuz again.
BREAKING: Hegseth says the strait is open.
BREAKING: Trump floats joint US-Iran toll venture to manage the strait.
BREAKING: The White House clarifies Trump was "just thinking out loud."
BREAKING: Iran says it will consider the proposal.
BREAKING: Trump says Iran's 10-point peace plan is "not good enough."
BREAKING: Trump says it is "a workable basis."
BREAKING: Both statements were made within the same hour.
BREAKING: 20,000 seafarers are still trapped on ships inside the Gulf.
BREAKING: The IMO says the priority is evacuation.
BREAKING: Iran says passage requires "coordination with armed forces."
BREAKING: Nobody has coordinated with the armed forces.
BREAKING: Hegseth says the strait is open.
BREAKING: The strait remains closed.
BREAKING: This is day 41.
BREAKING: We will keep you updated.
@PBodieBroadus@MercuriusFilius In order to have cubes I need squares in XY and YZ dimensions. Or am I missing something? Sorry. I guess the answer is each cube is length 10, and you have 100 cubes with red because you only colored one side?