PipeRoll

Investing. Learning. Drinking.

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Interesting. Hyperscalers are trying to make AI a feature under their orchestration. May happen depending on how the model layer plays out. Too early to tell.
You ignore the highly cyclical nature of memory and the extreme supply signal that is being sent by memory pricing right now.

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@DCinvestor Okay, I will bite. What is happening?

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@rennyzucker @stevehou @ResearchQf @citrini you did. 💯

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@AIatDoorDash is there an agent fee? for merchants?

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@andyfang will it have an agent fee for merchants?

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@eastdakota Team only knows mktg & seg. Hammer-nail syndrome. Core issue: mgmt denies core prod problems & avoids fixing it.

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@WaterworldCapi1 @OnodaCapital why?

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@OfficialLoganK @GoogleAIStudio are these mostly personal apps? how many get an external website or published to app store?

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@brandonjcarl Semiconductors broadly? Or memory specifically? Not sure I follow that if memory needs are reduced, GPUs & CPUs would fall

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@jukan05 @Winterrose Why the GOOG?

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@TMTLongShort @benitoz What are people playing for post abundance? What will be the point of having more gold or more agency?

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@ContrarianCurse It’s down because they have implemented more aggressive safety policies than any other platform

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@Steve_Yegge @demishassabis Have heard the same, @Steve_Yegge As a Google shareholder I thank you for your service here!

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@MrMojoRisinX Damn. Lost a real one. His clarity and originality of thought were evident in his writing

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@S_curvecap @RyeNotBerben give him his flowers

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@UnHedgedChatter @CapitalObserver Google — browser, android, YouTube, email, etc. — but their core was already super profitable

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@benitoz If this is correct, you will run the model in your private existing VPC on AWS where your data already resides?

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@goodalexander @m_ousep @iruletrenches Masterclass.
What’s best plan for escaping the system?

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@dalibali2 Same reason IBM escaped the software AI narrative. No one owns these stocks, they just exist in some alternate universe

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@andyyy @jbrukh Discussion of giving the Ai agents / openclaws ability to spend?