Two important changes to timeline recommendations:
- New AI/SI ranking model that predicts probable time spent much better
- Retrieval model trained to surface posts people read all the way through
User active seconds is growing exponentially and hitting all-time highs almost every day:
Now targeting no earlier than Tuesday, October 20 for Falcon 9’s launch of the Bandwagon-5 rideshare mission from Florida due to unfavorable recovery weather conditions → https://t.co/2mTwEZE4mX
Jensen Huang: We can’t design a chip anymore without AI.
“At night, our AIs are exploring design spaces vast and wide that we would never do ourselves.”
“Our chips are so much better because of AI. We can reduce energy use and get higher performance.”
“Our software, we can’t write software without AI anymore.”
“We use AI to find bugs, figure out what’s wrong with the code, and who’s likely involved.”
“I want every organization and company to use AI very aggressively.”
“I want to turn NVIDIA into one giant AI.”
JUST IN: BILLIONAIRE ARTHUR HAYES PERFECTLY EXPLAINS WHY THE AI BUBBLE WILL POP AND SEND #BITCOIN PARABOLIC
"AI IS A WASTE OF MONEY"
"ANTHROPIC, OPENAI, SPACEX –– NOT ONE OF THESE COMPANIES MAKES MONEY"
"THEY ARE ALL BACKED BY THE US GOVERNMENT"
"THE BIGGER AI GROWS, THE BIGGER THE BAILOUT, THE HIGHER BTC GOES"
IT'S COMING 🚀
Source: @VentureCoinist
BREAKING: Meta, Amazon, Microsoft and Google are expected to pour $750 billion into capital spending this year, mostly on AI data centers, per Bloomberg.
That’s enough to write a $5,500 check to every household in America.
It’s up more than 80% from last year’s $410 billion.
BILLIONAIRE MICHAEL SAYLOR SAYS STRATEGY "WILL BE INCORPORATED" INTO THE S&P 500 INDEX
"WE WILL BE INCORPORATED INTO MORE AND MORE INDEXES"
MATTER OF TIME 🚀
I get it, there are nuances for tech-bros who are deep in the weeds. Everyone has an anecdote about why I’m wrong.
Take a step back and be a commodity-bro who’s seen enough supply/demand cycles. Tokens are a commodity. Currently, the token factories are out-stripping token demand. Pricing is the adjustment factor. Except token factories are mostly fixed-price businesses. They have take-or-pay. They have commitments. They will produce tokens at a loss rather than turn off.
I’m not saying that token demand is slowing. It’s still growing at astronomical rates. I’m saying that token production is now out-pacing demand. The cycle will turn when demand accelerates or token production slows. There’s like half a trillion $ of GPUs waiting to be installed. I don’t think token production slows anytime soon.
Yeah, I get it. Jevon’s and all. It’s great for AI consumers and innovators. But the guys owning token factories are gonna all go bust in the process, and that’s like $2T of capex to date. You cannot even restructure these things and crush the debt. They’re just stranded by new, and more efficient chips. They’re always going to be stranded by new chips. More efficient Models will strand the more expensive ones. It’s a race to the bottom against fixed costs. It’s the most godawful business misallocation I’ve seen in a while. Makes the Chinese look like prudent capital allocators🤣🤣
It’s like having iron rails when the new railroads run on steel. This bankruptcy cycle will be epic…
A two-night Premiere calls for two epic opening numbers! Here's a look behind the scenes at rehearsals! Watch Dancing with the Stars live Tuesdays at 8/7c on ABC and Disney+. Next day on Hulu.
. @pumpfun@a1lon9
hey dumb fucks, don’t forget who makes you all your money and why your token is at the price it’s at, why you have any revenue at all for that matter
you make all you money pre bond, aka from trenchers and all it takes is the volume pushers to jump ship and your revenue goes to ZERO (saw it with bonk, believe, pons, stonk, etc)
you mfs wanna try and ride the coat tails of fomo rn and be the “normie saviors” in public but behind the scenes you make all your money from us and will happily max extract off your biggest users, then distance yourselves in public
those callout rewards, those token buybacks, that big ass hq you got, your entire team for that matter are all funded entirely by us, the trenchers
don’t ever forget that
MICHAEL SAYLOR PREDICTS BITCOIN WILL SURGE BACK ABOVE $100,000
Strategy ($MSTR ) Chairman Michael Saylor says Bitcoin's bear market is over, predicting a return above $100,000.
Key takeaways:
* Bitcoin: Trading near $83,000.
* Bottom: Saylor believes BTC bottomed just below $60,000.
* Forecast: Expects 20–30% annual growth over the next few years.
* Strategy: Plans to increase Bitcoin purchases and issue more securities.
Meanwhile, MSCI's upcoming index decision could threaten Strategy's inclusion in major benchmarks, potentially affecting billions in investment flows.
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Falcon 9 is vertical at pad 40 in Florida ahead of tomorrow’s launch of Dragon’s 35th Commercial Resupply Services mission to the @Space_Station. Liftoff is targeted for 6:33 a.m. ET → https://t.co/tnMukzSxui
Alts could be setting up for one of their biggest moves yet.
$OTHERS/BTC is sitting right on a long-term trendline support that has held through multiple cycles.
If history repeats itself and this structure plays out again, the upside could be massive.