just some guy

[just some guy @FintwitGeneric]

@JigarShahDC @nleempower ?

[just some guy @FintwitGeneric]

@masayoshisson @GavinSBaker @3F_Research What was the neos take on etched’s performance?

[just some guy @FintwitGeneric]

@vc @ScottBoehme 100%

[just some guy @FintwitGeneric]

@jukan05 @insane_analyst Now do etched

[just some guy @FintwitGeneric]

@lyndalovon @Stphn_Lacey Read that last sentence you wrote again jfc

[just some guy @FintwitGeneric]

@RealCarlAllen Dude I dunno man I lost all confidence in this stuff after following you in 2024

[just some guy @FintwitGeneric]

@venkyganesan @eladgil Good points, a bit too claudy vs your first one

[just some guy @FintwitGeneric]

@alexocheema @UnslothAI @realGeorgeHotz @ByteShape is the answer

[just some guy @FintwitGeneric]

@ramez @keiver @ShanuMathew93 Which is why we all follow you lol love it

[just some guy @FintwitGeneric]

@ramez @ShanuMathew93 This type of “will it work” math has never mattered less in this funding environment. eg Span XFRA etc etc

[just some guy @FintwitGeneric]

@SemiAnalysis_ These are absolutely insane numbers holy crap. Is it over for all the inference chip startups?

[just some guy @FintwitGeneric]

@murphcapital Yo these slop auto replies suck this isn’t why we follow you

[just some guy @FintwitGeneric]

@blueyard What happened here seems to have cancelled spac?

[just some guy @FintwitGeneric]

@HotAisle This is so sick!!!

[just some guy @FintwitGeneric]

@OverReactor1776 @davidefaherty @aniruddh_mohan Fabulous post David

[just some guy @FintwitGeneric]

@scaryjellomj Bump!

[just some guy @FintwitGeneric]

@scaryjellomj Can you give me your run down on why Aalo specifically won’t pencil. I’ve read solid critiques of the economics of all the others, but my non-nerd understanding and sense from ppl smarter than me is that Aalo made some credible design decisions that could make lcoe pencil

[just some guy @FintwitGeneric]

@ShanuMathew93 Great post. Well put

[Shanu Mathew @ShanuMathew93]

Usually don't spout off on stuff like this but serious people need to stop giving this stuff airtime.

Bill & Melinda Gates foundation: helped launch Gavi, whose vaccination programs have reached more than 1.2 billion children and modelled 20.6 million future deaths averted, while also becoming a major funder of global polio, HIV, TB and malaria efforts. Those partnerships helped cut wild polio by 99.9%, and the Global Fund reports 70 million lives saved (tbf though neither figure is attributable to Gates alone but obvi contributing).

Crypto Guy: promotes the future of finance but really just degenerate speculation on financial assets thus far

But to have this type of dismissive attitude when in a position of far less positive impact is asinine. we must stop over-intellectualizing bad takes just cause there might be *some* truth to *some* portion of the industry. there's good and bad with anything. some portion of charities doing things stupid of inefficient don't write off all the good others do.

[just some guy @FintwitGeneric]

@__tinygrad__ @vin_sachi Has @@SemiAnalysis_ confirmed they’ve received a chip? The way they’re tweeting it sounds to me like they are under nda. Only vagueposting about etched vs stepping into the fray