jack 👨🏽‍💻🛸

ai @cisco || builder of things || banterer of sports || sf born and raised

[jack 👨🏽‍💻🛸 @jackroccs]

san francisco is the most beautiful city on earth

[jack 👨🏽‍💻🛸 @jackroccs]

At first I agreed with you but then I reread that paragraph and I’m a bit confused. Do you read that paragraph as him saying “Buy Neoclouds” ?

I feel like he’s highlighting the interesting conditions around how GPU spot prices are going up but neocloud stocks are going down. I don’t sub so not sure what the rest of the article says or when it was published.

[jack 👨🏽‍💻🛸 @jackroccs]

every engineer i know is paying more for GPUs this week than last.

regulation may lower supply, but continued diffusion of ai into everyday systems is going to continue to grow demand.

the market is shaking out some poorly run companies who caught the upwind of a bull market. they’ll fall, but the solid ones are starting to go on a firesale similar to how they dipped in march

[The Kobeissi Letter @KobeissiLetter]

On today's stock market crash:

As an investor, on days like today, you have to ask yourself one question: What fundamentally changed over the last 24 hours?

The shift in the fundamental backdrop cannot be attributed solely to the Midterm Election results; markets had already largely priced in the outcome.

So, what changed between yesterday and today? What is the fundamental reason for today's decline?

One of the most likely catalysts is growing concern about a potential "ban" on AI, or at the very least, severe regulation of the industry.

Over the last 24 hours, Democratic lawmakers have publicly called for restrictions on advanced AI development, including an outright "ban on artificial superintelligence."

Frankly, an outright ban will not happen.

Such a ban, if even possible to enforce, would effectively mean the US surrendering its position in the global AI race to China.

Does this mean AI is "over" or today's stock market crash marks "the end?" Absolutely not.

Rather, we believe we are witnessing a sudden shift in sentiment colliding with excessive levels of leverage, potentially triggering forced liquidations by several major institutional investors.

Therefore, today's downturn is more technical than fundamental. This is not to discount the concerns around regulation, they are legitimate. But price action right now does not look orderly or rational.

We are in the midst of the biggest technological revolution in human history.

Zoom out and remain calm.

[jack 👨🏽‍💻🛸 @jackroccs]

@Jason @grok for the past couple years @jason occasionally posts screenshots or tweets about stocks he is buying. if he never sold these stocks, how would his portfolio be doing ?

[jack 👨🏽‍💻🛸 @jackroccs]

i thought the iphone duo would be cool but my girlfriend’s just been calling me an ipad kid all day

[jack 👨🏽‍💻🛸 @jackroccs]

@__tinygrad__ about to hit buy on the tinybox red and wondering if $ spend is worth it to upgrade to DDR5? For most models it seems to have little effect since inference is entirely contained to the GPU but what about if the next gen builds on similar architectures to ds4.1?

[jack 👨🏽‍💻🛸 @jackroccs]

@ParadisLabs bought nbis

[jack 👨🏽‍💻🛸 @jackroccs]

historically when there’s this much fear on wall street, the bears turn out to be wrong and those who buy are rewarded

[jack 👨🏽‍💻🛸 @jackroccs]

this is a bigger deal than every other deepseek moment but most of the timeline will gloss over it

[DeepSeek @deepseek_ai]

🚀 Introducing DeepInfer, our in-house inference framework, now fully open source!

Powering DeepSeek-V4.1-Flash at scale with high throughput and low latency. We’re sharing our production stack to help the community lower compute costs, reduce energy use, and make AI more affordable.

🔗 https://t.co/JGAik1kgk0

1/4

[jack 👨🏽‍💻🛸 @jackroccs]

@0xSero if you sing have $75k to spend switch the 4 RTX 6000s for 6 AMD 9700s and save ~$50k

[jack 👨🏽‍💻🛸 @jackroccs]

@thdxr i’m in the same boat kind of and i can’t figure out why

[jack 👨🏽‍💻🛸 @jackroccs]

@GolfByFairy does never bogey mean no doubles or triples either

[jack 👨🏽‍💻🛸 @jackroccs]

@drummatick 🫩

[jack 👨🏽‍💻🛸 @jackroccs]

@b_geist @RampLabs what sorcery did you use to create this haha these are sick!

[jack 👨🏽‍💻🛸 @jackroccs]

@RyanCohen24 no, that is peak

[jack 👨🏽‍💻🛸 @jackroccs]

@rezoundous i don’t really think its meant for heavy codex users. its moreso an attempt to give normal chatgpt users an agent

[jack 👨🏽‍💻🛸 @jackroccs]

@AG_415 @StonkChris what’s in your basket

[jack 👨🏽‍💻🛸 @jackroccs]

@OpenAI interesting. kind of wondered why this took so long

[jack 👨🏽‍💻🛸 @jackroccs]

@AdamSchefter i've accepted that i will never understand the allure of trading cards

[jack 👨🏽‍💻🛸 @jackroccs]

@MorningBrew they should do this for everyone lol