krebfw

yo

[krebfw @krebfw]

@aleabitoreddit Rubin requires about 60% more CPU memory per rack than GB300, and it also requires more NAND storage. As Rubin shipment volumes increase, is this likely to be a positive catalyst for $SNDK and $MU? Has the market already priced in this expectation?

[krebfw @krebfw]

@ruoyang1 @iiiinvest 最多50

[krebfw @krebfw]

@ruoyang1 你的算力无法24小时跑满就是浪费

[krebfw @krebfw]

@hanking66 说存储到顶的人根本不理解存储是什么，也搞不懂HBM和dram的关系。存储不再是以前的存储，不能拿以前的周期说事。
为什么？
因为HBM和算力的需求是个无底洞，各国的数据中心建设才刚开始。就像蒸汽机发明后煤炭的需求不能用蒸汽机发明前线性推导一样。你说工业革命第二年，煤炭需求就饱和了？

[krebfw @krebfw]

18 travel photos. One messy index. Zero app installs.

Rework OS rebuilt a 7-day Spain route and turned the memories into a single, shareable HTML story.

Watch the before after.

https://t.co/JLxPXdWkje

#AI #BuildInPublic

[krebfw @krebfw]

4 source files → 1 visual Word report.

This 25-sec demo shows Rework OS reading a CSV, customer feedback, meeting notes and an image, then building an editable DOCX in the browser.

No install. Try it: https://t.co/kkL1GePls3

#buildinpublic #AI

[krebfw @krebfw]

@Nighold @xiaohu 我也以为是

[krebfw @krebfw]

AI can write text. The hard part is turning scattered project files into a real deliverable.

I built Rework OS: open it in Chrome, choose a project folder, and ask AI to create an editable report beside the source files.

No install. 200 free AI credits.
https://t.co/JLxPXdWkje

[krebfw @krebfw]

@ruoyang1 @hanking66 永远缺存储

[krebfw @krebfw]

@jellyy_dayo I built a no-install HEIC→JPG tool for a folder you choose: https://t.co/mUzcAjHSKV

It runs in-browser and keeps the original HEIC files unchanged. If a photo fails to decode, I’d genuinely like the edge case.

[krebfw @krebfw]

@hanking66 @sweetlemonya 我也重仓存储。市场经常会失忆犯傻情绪化，但总会修复。AI是美国增长的核心动力，AI叙事只要不变，存储就不会差。有独立判断力的人其实很少。

[krebfw @krebfw]

@SVScholar 所有用周期股来解释的，都没有从第一性原理分析，瞎搬硬套。

[krebfw @krebfw]

@JohnsonZ91127 当前价格很低了，Q2财报应该能涨一波。另外深海采矿业务有没有热点可以炒？

[krebfw @krebfw]

@LuBtc888 short spaceX

[krebfw @krebfw]

@henghaer123 统一算力网，会不会打压算力价格，影响企业利润？

[krebfw @krebfw]

@Tonny776776 @lxtrader461272 @laozhouhengmei @grok 这句话什么意思

[krebfw @krebfw]

I'm using #FileSystemAccess API to build a web file editor. I found the move() method does not support directory. I really need it to rename or move a directory. Is there any chance to support it? @ChromiumDev

[krebfw @krebfw]

@zlllll386 Q2的数据在哪里查到的？

[krebfw @krebfw]

@lidangzzz 好奇其他国家的政府没有土地收入，哪来的钱搞城市建设？