Christian Demeter

Finance, art, freedom | Writing The Antidote — money, energy and culture in the Age of Acceleration | Energy & commodity markets analyst

[Christian Demeter @marginletter]

1/ A century ago, Fritz Haber learned to turn air and energy into bread. Today Nvidia turns electricity into thought.

A thread on the company at the bottom of the AI economy, and why its strength is also its fragility. 🧵

[Christian Demeter @marginletter]

@GuruAnaerobic If he’s lucky probably reversed with a few magic AI tokens in 10 years.

[Christian Demeter @marginletter]

9/ Haber, too, thought his invention could only do good. Late in life he feared a "terrible verdure".

Whether AI is a blessing depends less on the chips than on what we do with the tokens.

[Christian Demeter @marginletter]

1/ A century ago, Fritz Haber learned to turn air and energy into bread. Today Nvidia turns electricity into thought.

A thread on the company at the bottom of the AI economy, and why its strength is also its fragility. 🧵

[Christian Demeter @marginletter]

8/ The bottom layer is energy. Huang himself calls it the binding constraint.

The future of thinking machines will be decided in power markets and permitting offices as much as in Santa Clara.

[Christian Demeter @marginletter]

@Polymarket He will add a jack port to the chip

[Christian Demeter @marginletter]

@AmericanGwyn @GavJacobson @Equatormag Nope. Commies
“In an epoch characterised by the militarised borders, femicide and the unextinguished debris of European fascism, 2666 is the perfect text to grapple with the history of the present…”

[Christian Demeter @marginletter]

I don’t see NVIDIA working without Jensen.

[Christian Demeter @marginletter]

@JAsensio @TiboInShape Je comprends que c’est une salle de gym dédiée aux personnes muettes, ce qui est très bien.

[Michael Millerman @millerman]

the plan is to destroy nvidia
partly to destroy open source ai
and partly to destroy american ai dominance

[Christian Demeter @marginletter]

@LGihoon17963 @KobeissiLetter I still don’t see what the problem is.
Are people stupid enough to kill the golden goose for doing a natural act of getting laid?!

[Nathan Pinkoski @NPinkoski]

Having chosen a multicultural society long ago, France chose to limit free speech to make that experiment work. Therefore it's no surprise that the multicultural regime would indict her most famous writer and essayist, I argue for @unherd

[Christian Demeter @marginletter]

@Brady_H I call it Gatorade.

[Christian Demeter @marginletter]

@TheRingsofPower @PrimeVideo Still shit

[Christian Demeter @marginletter]

Le endgame, ça sera d’éliminer Mélenchon. Je pense que le système est convaincu qu’il sera impossible d’éviter Le Pen au deuxième tour, donc tous les efforts se tournent vers Mélenchon. Contrairement à nous, je pense qu’ils ont les sondages réels à 3-4 candidats, et maintenant il y a juste une négociation pour choisir qui éliminera Mélenchon.