Eric

[Eric @luther_eric]

@TBU12345678 @jukan05 China, specifically CXMT, gonna pop it with accelerated capacity additions at below spot prices

[Eric @luther_eric]

@evrgn11112231 Lol yeah. Matter of time until people wake up to it (i think). Added costs, power drain, impacts utilization etc. Don’t think current pace is sustainable.

[Eric @luther_eric]

@evrgn11112231 Memory is a bandaid.. GPU interconnect/communication deterines if AI keeps scaling. Especially as we scale out and across.

[Eric @luther_eric]

@evrgn11112231 We keep adding memory bc it helps GPUs work longer w/o talking to each other, which improves performance initially. Big models still have to split across GPUs and that forces them to constantly sync partial results, regardless of how much memory you add (parallelism).

[Eric @luther_eric]

@ContrarianCurse Have a similar mandate as you.. would be interested to connect at some point

[Eric @luther_eric]

@JaredKubin @altcap @theallinpod Off balance sheet financing also a gray area. Recorded as lease liabilities for the CSPs (Meta)

[Eric @luther_eric]

@TBERGFantasy How long you last this year? TNF week 2?

[Eric @luther_eric]

@hawk_alum @HHHardwood Landon’s giving the Hawks about as much respect as he has hairs on his head

[Eric @luther_eric]

@JYurkoski Disastrous 3 days from Rasheer and Erik. Fleming 28% from the field, 20% from 3 and 26pts. ER2 10/42 FG, 3/23 from 3 and 32pts… brutal

[Eric @luther_eric]

@JYurkoski Big game billy lange

[Eric @luther_eric]

@JYurkoski Many more nightmares since this tweet

[Eric @luther_eric]

@TBERGFantasy What a sunset. Only in #Secaucus

[Eric @luther_eric]

@TBERGFantasy

[Eric @luther_eric]

@RadnorCapital GLW, increasing fiber and glass intensity in data centers. Also investing heavily up and down the donestic solar value chain ie poly and solar components.

[Eric @luther_eric]

Billy Lange circa 2019

[Brian Rauf @brauf33]

“I met with the team…there is no team.”

😂😂😂

[Eric @luther_eric]

@HHHardwood Bench him! 🥴

[Eric @luther_eric]

@JYurkoski No point.. shes out the door with Billy

[Eric @luther_eric]

@JonRothstein How much does St. Joe’s pay you to say nice things.. dwindling hah

[Eric @luther_eric]

@barstoolsports @JYurkoski

[Eric @luther_eric]

@YankeesGameLog Same amount of games they are out of first place