J Wednesday

Creative Media specialist | PhD in #Crypto Apeonomics | Onchain is the new Online

Vested interests; #SWFC #Ibiza #DeFi #FIRE #Remain #Rejoin

[Sundar Pichai @sundarpichai]

Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business.

Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions.

Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!

[Wayne Liang @wliang]

Kind of funny how $BTC miners spent years getting clowned for locking up cheap power in the middle of nowhere.

Just for everyone to realize they unintentionally front ran the entire AI supercycle…

I was bullish on $CIFR, $CLSK, $IREN, $KEEL, $NUAI (and more) last year when everything was speculative.

I’m even more bullish now with multi-billion dollar backlogs. Can’t believe bears are trying to make a case here…

[Wayne Liang @wliang]

I feel like $MU is one of those names where we’ll look back and regret not buying more.

Memory is the most obvious bottleneck in the entire AI stack, and it's down ~30% from highs right now.

HBM is still sold out through 2027, with demand pushing into 2028.

Not to mention, $MU is at 5x forward against 20x trailing. Seems dramatically oversold?

Short-term volatility is reasonable… profit-taking/fear after a huge run, plus leverage unwinding in Korea.

And this isn’t a memory-focused selloff, it’s an indiscriminate, market-wide pullback. Doesn’t matter if it’s $AMD / $NVDA / $SNDK, or all the way to $SPCX, it’s decentralized selling.

None of it changes the supply picture.

We are being told exactly where the shortage is (for years out). In a couple years this’ll look obvious imo.

[J Wednesday @Jon_Wednesday]

I left for the airport 31 hours ago.

In that time, Spain prepared, played in, played extra time, won the World Cup, celebrated in America, flew home, celebrated at a Parade in Madrid... and I'm still on the tarmac in Heathrow.

Fuck you @Navan, @qatarairways, @HeathrowAirport

[Zack Guzmán @zGuz]

I’ve hated most of the momentum maps this World Cup, but the England Argentina one is so good

Parking the bus after scoring at 55’ will never be forgiven

[ol’ stocky ⛳️ @oldstocky]

Maturing is realizing that nothing is that serious and society is 99% retarded

[J Wednesday @Jon_Wednesday]

@bowbrookshrew Ay caramba

[J Wednesday @Jon_Wednesday]

@MiguelDelaney I think it's the word 'significant'. Let's see anyhow, onwards and upwards (literally!). Gonna be a day for ages!

[J Wednesday @Jon_Wednesday]

Ffs, I ran around CDMX too. Including up the hill to the castle. I then drank muchos Modelo's, cocteleria, walked the city & went to a club til 3am.

Harry and the lads will be fine.

Strava: https://t.co/DLdCb4Et2b

[J Wednesday @Jon_Wednesday]

@BBCSport What a crock of shite. I ran 8km y'day no difference. What are you talking about?!? Yes there will be some impact for elite athletes but you defo can't feel it "after a mile"

[J Wednesday @Jon_Wednesday]

@anoushkalila I found this bar tonight, muchos fiesta
https://t.co/kSkYOz1bba

[J Wednesday @Jon_Wednesday]

@brett1892 @WeAreFreeLions The whole country vs a few lads hunkered down in expat bars. Dog House Pub has been recommended to me.

[FIFA World Cup @FIFAWorldCup]

⏭️ Into the next round

#FIFAWorldCup

[James Melville 🚜 @JamesMelville]

There is a new highfalutin football jargon designed by commentators to give off the impression that they know what they are talking about by using pseudo-intellectual new buzz-words and phrases:

⚽️ “Defending deep” has become “low block”.

⚽️ “Closing down defenders” has become “high press”.

⚽️ “Giving the ball away” has become “transition”.

⚽️ “Winning the ball back quickly after conceding possession” has become “counter-press”.

⚽️ “Winning the ball back high up the pitch” has become “high turnovers”.

⚽️ “Passing the ball to the player who scores” has become “an assist”.

⚽️ “Number 10” has become “false nine”.

⚽️ “Defensive midfielder” has become “a pivot”.

⚽️ “Finding space” has become “pockets of space”.

And don’t even get me started on the overuse of the word “jeopardy”.

[J Wednesday @Jon_Wednesday]

@joeg03_ TMS vibes. Love it

[HLTCO @HLTCO]

I got actual goosebumps at my desk just now watching this one. I simply don’t understand how people can see a sport that can do this to an entire nation and ignore it completely.

[Grant Roberts @GrantR_1867]

Sheffield Wednesday remain the only English team to win at the Estadio Azteca, beating Toluca 4-1 in 1967. 🇲🇽🦉

A unique piece of football history.

#SWFC

[CooperBaggs 💰🍞 @edgaralandough]

I will never stop shouting this from the rooftops: the most underrated skill you’ll ever develop is the ability to genuinely enjoy your own life. Not someday, when you’ve healed enough, earned enough, or finally figured everything out. NOW. Because your life isn’t waiting for you somewhere in the future—it’s being built in the way you experience this ordinary Sunday, this cup of coffee, this conversation, this sunset, this breath.

[Matthew Kobach @mkobach]

I now demand all brackets to be designed in a circle

This is beautiful