SenaBeren

[SenaBeren @findingmerit]

@FredNayburs @polynoamial @NoamShazeer As in big swinging dick?

[SenaBeren @findingmerit]

@kunchenguid From a credible equity analyst

[Citrini @citrini]

I give it a year until we see a new breed of AI native private equity firms that acquire companies just so they can move their workflows from Claude to open source Chinese models and flip them.

[SenaBeren @findingmerit]

@kunchenguid I saw it here - https://t.co/DIiRnR9OmU given startups are low on funding makes sense to use cheaper version for poc and roll out with frontier

[SenaBeren @findingmerit]

@gochangster @The_AI_Investor Before 2021 all of them were using cpus to train model. Google was using tpus. So stupid argument that now all revs are ai revs

[SenaBeren @findingmerit]

@RihardJarc Oklo

[SenaBeren @findingmerit]

@ArtemisConsort Check you data

[SenaBeren @findingmerit]

@TheRayMyers Value stocks are overvalued?

[SenaBeren @findingmerit]

@eugeneyan great work, really appreciate sharing it. do you know the collision rate among ids? 1 - unique_ids/number_items. i am getting 70% collusion rate on my data.

[SenaBeren @findingmerit]

@ludovico_bessi do you have any content from recsys?

[SenaBeren @findingmerit]

@realroseceline Any substack/twitter recs for coattails?

[SenaBeren @findingmerit]

@pernasresearch microsoft gets half the h1bs

[SenaBeren @findingmerit]

@ContrarianCurse Did you actually put all your 401?

[SenaBeren @findingmerit]

@MrMojoRisinX Milken?

[SenaBeren @findingmerit]

@itsDanielWu @atelicinvest Which one?

[SenaBeren @findingmerit]

@SStapczynski What about all the talk around AI / data centers need for electricity? most readily available source is natgas

[SenaBeren @findingmerit]

@KuittinenPetri @MichaelAArouet Also shower twice as much

[SenaBeren @findingmerit]

@KairosPraxis 90% margin is too high anyways almost a rip off

[SenaBeren @findingmerit]

@dr_ericberg Is eating liver healthy ?

[SenaBeren @findingmerit]

@bernhardsson Isnt it groq?