Steve Jay

Affiliate Marketing Entrepreneur
Thinker
Meaning maximalist
Affiliate Marketing - AI - Mathematics - Economics - Investing - Politics

[Steve Jay @robosauce]

@TheHumanoidHub @zerohedge This is the worst robotic hand that will ever exist.

[Steve Jay @robosauce]

@wayne_m159 Forbidden Camaro

[Steve Jay @robosauce]

@BringBackBabs The story is pure BS, trams can be 10% over the cap in the summer. If the Leafs wanted him they could have signed him.

[Steve Jay @robosauce]

@Theveripost Alcoholism.

[Steve Jay @robosauce]

The Leo Carlsson offer sheet says one thing to NHL owners: don’t sit on cap space. Don’t hover near the floor. Don’t be cheap - your young talent will either leave or be taken away.

[Steve Jay @robosauce]

@Gavin2Willy What are you anchoring the AAVs to to say they are overpays? By what metric?

[Steve Jay @robosauce]

I can’t get it out of my head that AI infrastructure is NOT infrastructure like pipes or fibre.

And frontier models? Pipes. Pure commodity. Literally write themselves, bounded by compute.

It seems all the value must accrue to the application layer, starting from the layer closest to the model and working up.

So have a hierarchy of;

Power - Chips - Ontology - Vertcial Application

$ETN $CCO.NE $NVDA $AMD $MU $INTC $PLTR $NOW $LLY $TEM

[Steve Jay @robosauce]

@Hazalizy 45/4 … never said it was to scale.

[Steve Jay @robosauce]

@GrailArchive Biggest possible kidneys to smallest possible kidneys. Hilarious.

[Steve Jay @robosauce]

@Yam_Nivek ‘Nobody should be poor’ - ok, but if the solution for someone to not be poor is to simply transfer money from one person to another, then it fails.

So agreed, nobody ‘should’ be poor, so let’s address the root cause of that. But, plot twist, rich people don’t cause poor people.

[Steve Jay @robosauce]

@ldl716 Laughton is a left shot who doesn’t win face offs and who is coming off a down season. Not that hard to figure out

[Steve Jay @robosauce]

@ivanfioravanti Price anchoring to make fable seem relatively affordable?

[gabriel @gabriel1]

inference will be the biggest market in the world, intelligence is in infinite demand

etched is bringing the AI Summer

[Steve Jay @robosauce]

Prediction: it doesn’t matter how cheap compute / inference /tokens get. Demand for machine cognition approaches infinity. The spend pie will not stop growing in our lifetime.

[Steve Jay @robosauce]

@AnonAthlete26 @IowaAvsFan29 Ok, PEDs were rampant in the 90s and early 2000s and the most use was at the minor pro level. How bad was it in the show? And how rampant is it today?

[Steve Jay @robosauce]

@berezin_goal Still need a 2C and a 1D…..

[Steve Jay @robosauce]

I am a cyborg

[Steve Jay @robosauce]

@LeafsUpdates21 If you want Reid you trade down to 3 with van and get a 2027 pick

[Steve Jay @robosauce]

@Berger_BYTES lol

[Steve Jay @robosauce]

@LeafsGuy7 But why bother trading up to 2?