bbcomrade

interweb troll

[bbcomrade @mambanyc]

@DNV99999 $frmi

[bbcomrade @mambanyc]

@HormuzLetter Time to close the account pal. Both your x account and hopefully also your brokerage account after getting liquidated from your puts

[bbcomrade @mambanyc]

oh would you look at that. when its a fair market and not a total bs freebee like US options exchanges where they can block crosses and see everyone's clearing, they dont do as well. and this is with fatter spreads than options. goes to show how much the rules are rigged to favor mms in equity options.

[bbcomrade @mambanyc]

@demian_ai its amazing he moves markets. hes just paid by funds to post nonsense after they put on options trades. anything goes in the grifter era

[bbcomrade @mambanyc]

what is with all these grifters coming out with news these days. dildo patel today with the cpo hit piece, axios with all its bs, and the information as well which did orcl hit pieces in the past (im sure same hf that paid semianalysis and bought puts is same one that bot calls and leaked this article). what happened to news coming from wsj/bloomberg etc. so sick of the max grift era with 0 enforcement

[bbcomrade @mambanyc]

@karpathy what are you using this model with wandb for? i thought you guys turned off the ability to use this to train local models

[bbcomrade @mambanyc]

@Merridew__ I mean whole thing is a fucking joke anyway. Sam Altman is well known for being degen options trader while also being one of the main players in the supply chain. Would love nothing more than to see his Merrill edge account

[bbcomrade @mambanyc]

@Merridew__ There is no way his wife/gf would ever tell him about what is going into the dcs powering anthropics models. Honor code

[bbcomrade @mambanyc]

https://t.co/q6lrWrky6T people don’t realize how close we are to running deepseek v4 flash locally using hbf (see: phison’s pascari) and then it’s over for $mu (exaggerating, you will still need hbm to serve gpt 5.5 etc but u don’t need as much dram for edge/local ai anymore). NAND+moe+edge is the future.

[bbcomrade @mambanyc]

@mweinbach Phison $8299.tt pascari nand already does this and they just signed partnership w intc for bringing bigger models to edge using their tech. Their sales have been exploding on back of new tech. Hyperscalers buying it off of them. This is nothing new from apple

[bbcomrade @mambanyc]

@tleilax___ Gcc will give the money to Iran in return for opening strait. It’s just political cover for Donny to pay Iran

[bbcomrade @mambanyc]

@WarrenPies @acemoney21 There is no comparison. Your sample size is way too small and doesn’t account for massive money bleeding privates that are financing the earnings of the public cos. How much of earnings is then driven by rising valuations of said privates relative to historical analogues?

[bbcomrade @mambanyc]

@JerryCap $Q

[bbcomrade @mambanyc]

@citrini You are telling me opus 4.8 is 2x as good as 4.6?

[bbcomrade @mambanyc]

@RHouseResearch @sk7037 U forgot the only asymmetrical play $FRMI

[bbcomrade @mambanyc]

@iuditg Ppl giving u shit in comments are dumb. Ur right. Shopify and Airbnb already do this and use qwen only. Pretty sure shop uses their own fine tuned version

[bbcomrade @mambanyc]

Anybody who is looking at spacex from valuation perspective doesn’t get it. It’s all flows and forced buying out of the gate. You buy this pig eyes closed day 1. Sell it silly grandma in her voo

[Andrew Kuhn @FocusedCompound]

Finally got my hands on the sell-side analysis that explains why SpaceX is worth $1.75 trillion

[bbcomrade @mambanyc]

@ClementDelangue You’re not supposed to say this till after the IPOs ser

[bbcomrade @mambanyc]

Concur strongly w this. The future is on on prem locally tuned/trained models. Mythos isn’t practical. Part of the reason I am very long $ntnx. It’s also a synthetic short memory play where if memory ever comes down, stock is a double and it will do fine in meantime with on prem adoption

[carried_no_interest @carrynointerest]

It begins:

The whole thesis I hear VCs say of “you will always want the latest frontier model” falls apart once unit economics come into question

[bbcomrade @mambanyc]

@BenKizemchuk @WarrenPies say market is hedged and not ebullient at all!