Carlos del Cacho

Presales @ Databricks

[Carlos del Cacho @delcacho]

@LegacySiu Ronaldo Nazario

[Carlos del Cacho @delcacho]

@SusanPolgar It's a win pushing the pawn

[Carlos del Cacho @delcacho]

@LawrenceLepard @TaviCosta Liquidity measured in euros is a whole different picture. USD is tanking.

[Carlos del Cacho @delcacho]

@TheStalwart @alexolegimas Correct. I wrote about this a while ago: https://t.co/6sLY8oQRCz

[Carlos del Cacho @delcacho]

@nntaleb My first thought, it's a RELU. Option D.

[Awni Hannun @awnihannun]

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.

[Carlos del Cacho @delcacho]

@SusanPolgar d6 followed by d5 so you can reach the opponent pawn and defend your own

[Carlos del Cacho @delcacho]

@TheStalwart @CityLab Interesting, reading about the event. Can I sneak in your agenda for coffee in there?

[Carlos del Cacho @delcacho]

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)

[Carlos del Cacho @delcacho]

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)

[Carlos del Cacho @delcacho]

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)

[Carlos del Cacho @delcacho]

@chess_feed Wasn't it just better to take the pawn?

[Carlos del Cacho @delcacho]

@TheStalwart I did not expect it at all. Not obvious, even much less obvious that it would have resulted from predicting the next word and scaling up.

[Carlos del Cacho @delcacho]

@IMIljaSirosh Ba7

[Daniel Foubert 🇵🇱🇫🇷 @d_foubert]

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.

[Carlos del Cacho @delcacho]

@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?

[Carlos del Cacho @delcacho]

@MercuriusFilius Using rule of 70. 70/5 = About 14 years

[Carlos del Cacho @delcacho]

@MassimoMazzone4 @Bastos_Quotes Completamente de acuerdo @MassimoMazzone4. Ni te molestes en intentar razonar con ellos