ScottBot

Data, product, gaming, crypto/Defi

[ScottBot @nl9191]

AI INFRA BUILDOUT DASHBOARD
Who's winning and losing the race?

If you think you found something missing dm me and I'll add it (but I don't think you will)

Still WIP so will have bugs and doesn't have a real domain yet either.

https://t.co/1iWZgGTEit

$META $NVDA $GOOG $AMZN $MSFT $TSLA $ORCL

[Kage Invests 影 @Investmentkage]

My biggest investment mistake was investing like I was 50 when I was 21.

[ScottBot @nl9191]

@calvinfroedge Chart crime

[ScottBot @nl9191]

@blknoiz06 Defi Kingdoms was a special time

[ScottBot @nl9191]

@ecommerceshares DINQM >> FAANG

[ScottBot @nl9191]

The bottleneck findorrr

[Midnight Capital @Midnight_Captl]

“Yeahh I dumped my $NVDA to go buy the next bottleneck in the supply chain. Ticker symbol is $0028.0006 it trades on the Sri Lankan stock exchange. They make some kind of glue or something man i don’t even know haha, but it’s a big bottleneck i heard”

[Midnight Capital @Midnight_Captl]

“Yeahh I dumped my $NVDA to go buy the next bottleneck in the supply chain. Ticker symbol is $0028.0006 it trades on the Sri Lankan stock exchange. They make some kind of glue or something man i don’t even know haha, but it’s a big bottleneck i heard”

[ScottBot @nl9191]

@StealthQE4 Do you understand how IPO's work?

[ScottBot @nl9191]

you've met me at a very bubbles time in my life

[a mercury sable @2006Sable]

Everything is Chinese

[ScottBot @nl9191]

@drummatick I specifically didn't end up buying a gemini sub after 3.1 because there were too many incoherent options.

[ScottBot @nl9191]

@Kaito_KaiNi merc tailights looking back at me

[ScottBot @nl9191]

@BrenzGarage the front-quarter looks like a GR86

[ScottBot @nl9191]

@reallouiehuey yep gg

[ScottBot @nl9191]

@GwartyGwart MOOOOOO

[Stephen W. Carson @RadicalLib]

Sometimes a @MythoAmerica post makes me start to tear up and I don’t even know why.

[seb @internetsebo]

Kendrick Lamar is for lame guys who work at Wealthsimple and think they made it Drake is for us guys who went to UWaterloo and got offers in the US

[ScottBot @nl9191]

that red banner is visible from space

[s @sershokunin]

👀 @tradexyz @HyperliquidX

[ScottBot @nl9191]

@seyong 18.6%

[ScottBot @nl9191]

agreed

[TBPN @tbpn]

.@bubbleboi's new thesis for Intel is all about advanced packaging, which he says is the new Moore's Law:

"Up until this point, Intel's thesis was really a fab turnaround."

"Now, I've completely changed my logic. It's about advanced packaging. Advanced packaging to me is the new Moore's Law."

"You've kind of already seen this with Vera Rubin, where they can't actually do four dies on one package. They had to change that at the last second."

"If you look out to Feynman, the packaging of silicon is a huge bottleneck."

"It already was a bottleneck. In 2025, Nvidia was 60% of TSMC's advanced packaging. So everyone else was out there to fend for themselves."

"So any kind of advanced packaging that comes to market, that allows people to scale compute way more than I think just shrinking a node does. I mean, shrinking a node's great, but the way Nvidia's timeline — and I think all the hyperscalers as well — [has gone], they want more HBM, they want more radical-sized dies, and they all want it in one package."

"That's really where things are headed towards, and I think the market's not pricing that in. I think this is a real sea change to the semi industry."

[ScottBot @nl9191]

@citrini Made a dashboard that has roughly 300 companies related to AI Infra buildout.

pretty basic functionally, but good to get an overview of all sectors:

[ScottBot @nl9191]

OR it says it can't do something it's done before and you have to forceably ask it to do the thing again 3 times before it completes the action. I'm losing it

[Dwayne @CtrlAltDwayne]

After Anthropic admitted they intentionally degraded Claude, I gave Opus 4.7 another shot today and it's still highly combative and lazy. Every time I ask it to do something, it pushes back and will say nonsense like "that will take 2-3 days" or "that's a solid chunk of work"