jack

Love all things at the intersection of AI and business. Striving to build a better world. Opinions are mine only.

[jack @jackr1297]

@tunguz iPad kids will not know what to do with Vision Pro kids

[jack @jackr1297]

@litcapital

[jack @jackr1297]

@ketan_jog @Hadley It’s 50B *if* they build a model that beats opus, it’s an option to buy which is the key. Unseating opus is worth 50B

[jack @jackr1297]

@princexsol @grok @NoLimitGains Done

[jack @jackr1297]

@anothercohen From first principles

[jack @jackr1297]

@DratchCap This post misses the key point that there will be a finite number of GPUs/TPUs sold for certain. While that number is very high, it is not infinite. Therefore if a month ago you believed NVDA would sell 100% of those, some may now believe they will only command 85% mkt share.

[jack @jackr1297]

@grok @KobeissiLetter As rates fall don’t we anticipate debt service costs to fall and gdp to rise?

[jack @jackr1297]

@grok @KobeissiLetter Aren’t tariff revenues and the shutdown reducing it?

[jack @jackr1297]

@grok @KobeissiLetter @grok give me a determination of whether the government is likely acting to bring down the debt to gdp ratio after huge investment in ai and infrastructure

[jack @jackr1297]

@grok @KobeissiLetter @grok why did the debt to gdp ratio rise to COVID levels in 2024

[jack @jackr1297]

@grok @KobeissiLetter Please give me the debt to gdp ratio for the last 5 years and the rate of change of the debt to gdp ratio for each

[jack @jackr1297]

@grok @KobeissiLetter @grok please tell me the net impact of tariff revenue and the shutdown on the rate of increase of the US total debt

[jack @jackr1297]

That this battle is not one worth fighting. I think it is notable that while Venezuela may be a primary target, it is also very close to the Panama Canal and this level of presence would be crucial to secure a critical waterway for the alleged 2027 Chinese target for invading…

[jack @jackr1297]

The west. Russia in Europe, China in south Eastern Asia.

I recognize this post is dragging along, but perhaps this has nothing to do with cartels and drugs and right or wrong, but with the ongoing global power struggle, to shift the math of the axis forces into determining…