observer

[observer @observer3496959]

@GavinSBaker @CNBC

[observer @observer3496959]

@DrEliDavid Or the other two...

[observer @observer3496959]

@DadInvest @sweatystartup

[observer @observer3496959]

@signulll please ellaborate bro...
looking to compare with my experiences

[Eliant Capital @eliant_capital]

We're in such a big AI bubble that European Banks have outperformed the Mag-7 since '22

[observer @observer3496959]

@grok @wallstengine so why is this a big deal??
this was known already...

[Bespoke @bespokeinvest]

Crazy how this Situational Awareness blowup is right inline with the Long Term Capital Management blowup on the Netscape/ChatGPT timeline. Gray shading is When Genius Failed...

Past performance is no guarantee of future results.

[Wall St Engine @wallstengine]

OpenAI CFO Sarah Friar told employees that annualized recurring revenue in July was higher than in Q2 as a whole, adding that “Q2 was no slouch.”

[Dwarkesh Patel @dwarkesh_sp]

By the way, the fact that Ant revenue has been 10x-ing year over year, while compute has only been 3x-ing, suggests that there are very strong economies of scale in the model business.

Logically this makes sense - when you train a model, you pay this one time cost of learning all these different skills that you can then amortize across all your users. (Unlike with human labor, where each instance has to be retrained from scratch).

I wish we didn't live in a world with such strong economies of scale of intelligence (because I'm worried about power concentration). But it seems we do.

[Dwarkesh Patel @dwarkesh_sp]

"Lab compute 3x-es year over year. For a lab to 10x revenue while continuing to only 3x compute, some combination of the following 3 things has to happen:

1. Lab margins have to increase,

2. The price of compute has to increase,

3. Labs have to spend a greater fraction of their compute on inference.

My understanding is that basically all 3 of these things have been happening..."

"Consider the price at which Google and Anthropic are renting compute from SpaceX.

Google is reportedly paying $900 million a month for 110K GPUs [at] ... roughly 2x the spot price per hour for those GPUs. And the current spot price is itself 40% higher than it was in February."

[observer @observer3496959]

@Mr_Neutral_Man @Deguchi_StarMag @agnostoxxx

[observer @observer3496959]

@RyanDetrick @JC_ParetsX @sonusvarghese myself included, BTW😊😊😊

[observer @observer3496959]

@RyanDetrick @JC_ParetsX @sonusvarghese wonder if this is when invesment "narratives" break, all the "fundamentalists", secretly come to get insight from JC, clear process, data driven- for some clarity in the mess?
sentiment indicator?
seariously interesting

[observer @observer3496959]

@Crowded_Mkt_Rpt were all here with ya, my intellectual friend

[observer @observer3496959]

@dugmartsch @buccocapital "every office has a coffeemaker and they still buy tons of starbucks"
so simple, but so profound...

[Za @ZaStocks]

The craziest thing about AI today is that it still isn’t fully mainstream.

Demand already far exceeds available supply yet only a relatively small percentage of people are even using AI.

What happens to today’s bottlenecks (especially compute) when robotics, agentic AI, autonomous vehicles, and other AI native technologies start scaling all at once?

The idea that there’s a surplus of compute out there is ridiculous in my view.

[observer @observer3496959]

@agnostoxxx why so bruv?

[observer @observer3496959]

@mommabearmegan @buccocapital share some of the good stuff with us...🤗

[observer @observer3496959]

@YosephHaddad @hakolhayehudi

[observer @observer3496959]

@YosephHaddad "לפי תחקירים שפורסמו כספים לארגוני טרור כולל חמאס"

תחקירים?
הוכח בבית משפט, ובית משפט הורה לבנק לאומי להקפיא להם את החשבונות!!!

6 מיליארד שח של כספים קואליציוניים הועברו לטרור...

בהערכה🇮🇱