DB

Certain 🧃

[DB @icejuicecertain]

$CBRS in the $80’s was the best value this AI market has seen in 2-4 years. Major congrats to all that bought in 👏

[DB @icejuicecertain]

@BreidenFehoko Huh?

[DB @icejuicecertain]

@RJTMorrissey What is wrong with people. What does this even mean lol

[DB @icejuicecertain]

@cyantist Yeah wtf

[DB @icejuicecertain]

@C_3C_3 Ok

[DB @icejuicecertain]

@patrickbetdavid

[DB @icejuicecertain]

@alx

[DB @icejuicecertain]

@tszzl

[DB @icejuicecertain]

@BarstoolBigCat He’s so plugged in

[DB @icejuicecertain]

@JenSelter

[Dave Data Guy | author of 2 stock investing books @DGretta_Author]

Dotcom bubble was supply before demand.
AI 'bubble' is demand before supply.
Two totally different things.

[DB @icejuicecertain]

@alinalately Ouf. Hit hard

[J Keynes @JKeynesAlpha]

$CBRS 👀 name dropping Muse… sure looks like $META will be next hyperscaler. Relationship goes back to Llama.

[DB @icejuicecertain]

@HedgeyeComm I just watched a podcast that said what Jensen did is worse than Enron.....

Lmfao 😂

[DB @icejuicecertain]

This is the weakest "bubble" ever 😂

[DB @icejuicecertain]

@shallowdives1 Ok lol

[Andrew Feldman @andrewdfeldman]

“What’s blocking the launch?”

Every team asks a question like this.
The answer is usually spread across Slack threads and Linear tickets.

So we gave it to an agent running Meta Muse Spark on @cerebras.

It searched both and came back with the blockers.

The whole thing took 36 seconds.
And it ran at up to 3,000 tokens per second.

This is what agents can do at real-time speed.

[DB @icejuicecertain]

@shallowdives1 It was additional comment as well - you do both

You’re scraping bottom of the barrel my man

[DB @icejuicecertain]

@shallowdives1 Like every other investor doesn’t now, honestly you’re an idiot if this is your take too. You pretty much summed up all my points on market not being educated on AI pure play cos

[DB @icejuicecertain]

@shallowdives1 Hypothetically, what would you be saying if the OAI contract was worth $50B take or pay?

Probably worth the risk at current price 🤔

[DB @icejuicecertain]

@shallowdives1 Yes, I have Claude running a back test of on things said in 10Q and S1 to pick up any discrepancies. This is fud my man

I haven’t even presented you the bullish case.. but maybe they want OpenAI to opt out with current spot rate