KimWonJun

HappyVirus

[Travel Invest @travel_invest]

🚨 일론 머스크 경고

"남은 시간은 최대 3년이다."

지금까지 200년 동안 이어져 온 시스템이 끝난다.

"40년 동안 시간을 빌려주면 월급을 준다"는 구조가.

AI와 로봇이 대부분의 일을 더 싸고 잘하게 되면,
사람에게 돈을 주는 의미 자체가 사라진다.

이 3년 동안 해야 할 일은 단순하다.

• 비트코인 등 희소한 디지털 자산
• 토지·에너지 같은 현실 자산
• 컴퓨터와 인프라
• 사람과의 네트워크
• 스스로 식량과 생필품을 만드는 능력

급여는 결국 '자신의 시간을 파는 것'이다.
기계가 그 시간보다 더 가치 있게 되면, 급여는 의미를 잃는다.

지금 "급여 받는 사람"에서 "자산을 가진 사람"으로 바뀌는 사람이,
2035~2036년에 "미래를 본 사람"이 된다.

기회의 문은 지금 열려 있지만,
생각보다 훨씬 빠르게 닫히고 있다.

여러분은 이 3년을 어떻게 보내고 계신가요? 👇

[WOLF @WOLF_Financial]

BLACKROCK CEO LARRY FINK SAYS A NEW ASSET CLASS IS COMING: FUTURES ON COMPUTE

"The United States is short power. We're short compute, we're short chips."

Fink sees shortages ahead across all three, plus memory. And he thinks the scarcity gets financialized: "I actually believe a new asset class will be buying futures of compute."

That is computing power described the way traders treat oil: a commodity scarce enough to hedge, price and trade. "We just don't have enough compute power right now."

[WOLF @WOLF_Financial]

DAN NILES SAYS MONEY IS COMING OUT OF MICRON

-SK Hynix trades 20-30% cheaper than $MU and got high bandwidth memory running first
-Expects money to rotate out of $MU and $SNDK now that US investors finally have a third way to play memory
-Says the AI buildout money looks infinite right now, but "money is not infinite" @DanielTNiles

[WOLF @WOLF_Financial]

SPENDING CAPS ARE THE BULL CASE FOR AI

-Companies are capping employees at $200 a week or $1,000 a month, roughly $10,000 a year per person
-@hamids says no other product category has spend limits anywhere near that high
-The caps won't shrink AI spend. Most companies haven't even started

[WOLF @WOLF_Financial]

NVIDIA CAN'T WALK AWAY FROM SK HYNIX - @TickerSymbolYOU

-70% of Vera Rubin's high bandwidth memory will be made by SK Hynix
-The chips are co-designed. If SK raises prices, $NVDA can't just turn around and go to $MU or Samsung
-56% HBM share vs Micron's 23%

[Citrini @citrini]

The difference in Strait activity from when #3 first arrived / began observing the strait about 4-5 days ago to today is stark. Traffic has meaningfully picked up - there are still “dark” runs and ships transiting without AIS turned on, but there’s a lot more going along the coast of Oman. At least 15 ships have crossed, including at least 3 VLCCs.

When we arrived, virtually none were going through. Then a trickle through the Qeshm channel. It’s meaningful now, could be talking low double digit percent of pre-conflict volume. Meanwhile, expectations for a US operation involving “boots on the ground” within the next week or two are still high among locals.

When analyst #3 first got to the strait we were hopeful we’d get a clear cut answer - bullish or bearish, open or closed, war or deal. It soon became clear that was the wrong framework through which to view this trip. On the same day that we learned it was the broad expectation of nearly everyone in the region - from locals to informed parties - that US ground troops would be launching an operation (“boots on the ground!”), we also observed multiple ships beginning to cross the strait. Soon they weren’t just limited to the Qeshm channel.

It is clear to us that this isn’t as much a story in isolation as it is a story about the multipolar world and how it’s rapidly changing from what we’re used to. It’s a story about parallel warfare and diplomacy, US promises for the “Stone Age” in tandem with Allies’ seeking new venues for negotiation, and the changing global climate that necessitates this balance.

Before, it would have been unlikely to imagine a world where Japan, the EU and other US allies were negotiating with a country the US is directly in conflict in to secure passage and work on agreements while the US still maintained footing for an escalation of kinetic warfare. Now, that’s simply how the world works. These countries must deal with the issues imposed, as the US won’t be sorting it out on their behalf.

It’s undeniable the world is very different now and viewing this conflict through the lens of the past 50 years is a flawed approach. On Sunday, we will release our report that covers in depth what we’ve learned, how complex the situation is and what investment implications and nuances exist that have longer term implications than the next 100 points on SPX.

[KimWonJun @kwjet]

나보다 잘 뛰네 ㅜㅜ

[Elon Musk @elonmusk]

Running robot

[Philipp Schmid @_philschmid]

To maximize reliability in multi-step workflows, you should craft instructions that explicitly control how the model reasons and plans. Gemini provides strong general reasoning, complex agents benefit from prompts that enforce specific behaviors like persistence in the face of issues, risk assessment, and proactive planning.

SI: https://t.co/nSAo9fmmfe
Docs: https://t.co/ZfmFKuzgWF

https://t.co/nSAo9fmmfe

[Elon Musk @elonmusk]

Made with Grok Imagine

[KimWonJun @kwjet]

@vemby_marfico 한국말로 이런걸 서리라고 해...

[JEON SOMI(전소미) @somi_official_]

솜뭉치들의 Beautiful girl 전소미 컴백🩷
오늘 6PM에 ‘CLOSER’ 듣고 소미랑 더 가까워질 솜뭉치 구함☁️

[Elon Musk @elonmusk]

Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate.

Samsung currently makes AI4.

TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.

[Oh Hahm Ma @ohmahahm]

일론 머스크: "나는 사실 테슬라에 투자하라고 사람들을 설득하려 하지 않는다. 오히려 많은 경우, 나는 테슬라에 투자하지 말라고 권한 적이 많다. 그리고 나는 종종 테슬라 주가가 너무 높다고 말해왔다. 그런데도 사람들은 그냥 내 말을 무시하고 계속 주식을 사더라. 이유는 잘 모르겠지만.

매우 높은 수준에서 본다면, 자율주행은 말도 안 되게 근본적인 혁신이다. 일반화된 자율주행 또는 일반화된 자율주행 차량 문제를 해결하는 데 있어서, 테슬라에 근접한 기업은 단 하나도 없다. 정말 아무도 근접하지 못했다.

자율주행이 가능해지면, 자동차의 유용성은 대략 5배로 증가한다. 그런데 제조 비용은 그대로다. 제조 비용은 변하지 않는데, 유용성은 다섯 배가 된다면 어떤 일이 벌어질까? 만약 어떤 회사가 25%에서 30%의 매출총이익률을 기록하고 있는데, 그 제품이 갑자기 다섯 배의 가치를 갖게 된다면 말이다.

그게 테슬라와 테슬라 차량의 가치에 어떤 영향을 줄지 상상해보라. 정말 상상을 초월한다. 그걸 실제로 수학적으로 계산해보면, 미친 수준이다.

여기에 옵티머스 프로그램도 있다. 우리 휴머노이드 로봇 말이다. 우리는 자율주행을 위해 개발한 인공지능과 제조 역량을 활용해, 실용적인 휴머노이드 로봇을 만들 것이다.

경제는 본질적으로 1인당 GDP × 인구수다. 그런데 실용적인 휴머노이드 로봇 덕분에 ‘인구’라는 제약이 사라진다면 어떻게 될까? 그 경우, 경제의 크기에 어떤 한계가 있을지는 전혀 명확하지 않다. 이런 일들은 실제로 벌어질 것이다."

[Elon Musk @elonmusk]

I regret some of my posts about President @realDonaldTrump last week. They went too far.

[Elon Musk @elonmusk]

Starship to Mars

[KimWonJun @kwjet]

https://t.co/Ywp80n6mtx

삼성 2024 사업보고서(3.11)에서 발췌
실제 매출로 연결되는지 추적관리 필요하고 하이닉스 사업보고서도 나오면 비교해 봐야겠네요

[Elon Musk @elonmusk]

https://t.co/0TYRYWkmpv

[Elon Musk @elonmusk]

Starship hot stage separation

[KimWonJun @kwjet]

#owlto

[Owlto Finance(🦉💛🦉) @Owlto_Finance]

Owlto is heading to 𝐊𝐨𝐫𝐞𝐚𝐧 𝐁𝐥𝐨𝐜𝐤𝐜𝐡𝐚𝐢𝐧 𝐖𝐞𝐞𝐤 𝟐𝟎𝟐𝟒🔥#KBW2024🇰🇷

📅Sep. 3-4, 2024
📍Main conference, booth 51

Thrilled to partner with @kbwofficial to bring the excitement on-site!
👉https://t.co/F11GIsdUTV

Oh, the intern can't wait to meet our fam & share gifts❤️

[Wink3xyz @wink3xyz]

Join the Wink3 Exclusive Giveaway at #KBW2024! 🌟 Follow us and comment or repost with your answer for a chance to win our limited edition Wink X1 Android phone! Winner to be announced on Sep 4, 15:30. Check out our T&Cs in the comments. Good Luck, have fun! #Wink3 #WeTink #Wink