@pitdesi@KeithKopinski@grok Do people think you aren't being mass surveilled in flock-free zones? Lol that ship has sailed, might as well prevent crimes now with a little better tech behind a camera.
@zachweinberg@DKThomp All depends on if search keeps growing 17-20% yoy... that's the money printing high margin machine.... min that shows cracks i.e volume going to other LLMs. It's held up very strong to date
@ronjonbSaaS You realize Tesla will be bought at a premium, unless you’re underwater, selling now is just a tax bill you didn’t need. SpaceX likely goes lower and Tesla higher in a transaction.
@michaeljburry Can we do an article on how perma bears are making millions a year doing fear based marketing behind pay walls? Alpha based on trades vs subs
@PegasusFund Capex continues to climb (chips), enterprise spend continues to climb (cloud) and revenue continues to explode (Models). If/when any of these data points turns, then we have a problem. They haven’t.
@PegasusFund token usage will continue to climb, doesn't matter what model is using inference via clouds. Cost per token drops yes, but volume explodes.
@JeffNadu Hmmm. So #Nadu gets a bunch of “buzz” directly from Barstool following him around on his bday. He then uses that buzz from Barstool alone to try and get more money from Barstool for a weekly podcast. @OhioTate@stoolpresidente
@DrcharlieWardQ I live in LA and I'm very critical of the State/CIty. Gas has never been 7 or 8$ a gallon bedsides the ONE famous gas station in BH that everyone takes pics of. I paid 4.80 today in Culver City