ryan grubbs

dfw

[dax @thdxr]

if you want to rent a thousand GPUs:

1. find provider
2. sign 3 year commit
3. put $40M down
4. they go to bank and say look a real customer
5. bank lends them money 12% interest
6. nvidia gets it
7. GPUs deployed to you in 2-3 months

is the shortage GPUs or is it money

[Steve Yegge @Steve_Yegge]

Yet another thing I noticed, working with Fable...

[Talkin' Baseball @TalkinBaseball_]

“Tarik Skubal has been traded”

[Stephen Kent @StephenKentX]

As everyone debates Christopher Nolan's The Odyssey and Elon Musk's offer to pay Mel Gibson $100M to do his own adaptation, I notice no one has the courage to do Homer's poem the way WISHBONE did on PBS. We used to be a country.

[patagucci perf papi @kenwheeler]

i don’t feel like enough people are touching on how wonderful it is to shit on your own toilet

[Chris Freiman @cafreiman]

For Father’s Day, I’ll share this letter to Karl Marx from his dad

[Dave Lloyd 💾 Powerhoof @DuzzOnDrums]

Announcing my 90s Fantasy Adventure Epic ⚔️ The Telwynium ⚔️ is coming to Steam!
💀 Wishlist away! (Link in reply)
🧙 Play the Demo (Book 1 - Winter's Dawn) too!!

[David Lewis | The Rogue Agent @RogueAgentRants]

@RaminNasibov Quest For Glory

[ryan grubbs @ryangrubbs]

@kenwheeler @dean_roberti I also think the young Marco compilations are worth adding to the rotation in this category

[NeetCode @neetcode1]

We launched the "Build your own GPT" from scratch project on NeetCode - inspired by @karpathy 's Lets build GPT series

Some reasons you should check it out:

- it's beginner friendly / no ML background required

- solve 36 real ML problems, learning math, NLP, pytorch, transformers & more

- each of your solutions is a .py file

- after you solve all problems, you will have built a working GPT clone you can run locally

- automatically sync your solutions to github as you progress

- a lot of other really cool features, like some problems are inspired by research papers, so for these we embedded the actual paper pdfs and highlighted the important sections, so you dont need to keep opening new tabs

TLDR: Learn ML. Build a real project. Show off your work.

All 100% free.

[shako @shakoistsLog]

substack should have a button on paid articles, enabled as an option by authors, that lets a benefactor "buy it for everyone." e.g. a rich benefactor may think it to be worth $500 or some such amount to make an article behind a paywall free for everyone.

[Boring_Business @BoringBiz_]

Excellent breakdown from David Friedberg on how a collapsing dollar leads to the rise of socialism

"If you own assets as the dollar devalues and everything inflates in value, our asset prices go up. We get wealthier and wealthier. The majority of Americans do not own assets. They are net asset negative

As a result, they live off of income, and they do not benefit from the de-dollarization like asset holders do. And this is what is ultimately fueling populism in the US."

[Boj @bojit]

I transferred all my domains to @spaceship using a mobile browser just to prove millennials don't need a real computer for all important tasks.

[kache @yacineMTB]

i don't think you guys realize how insane this is

[BuccoCapital Bloke @buccocapital]

Here’s a simple prompt I’ve been using to get up to speed on the big, active “debates” when researching a new business

Helps to understand what I’m going to need to have a strong opinion about, and how others might be positioned
______
Act as an Equity Research Analyst. I need you to perform a deep-dive analysis on [Ticker].

Please structure your response into the following three sections:

1. THE KEY DEBATES
Identify the 3-5 most critical debates currently happening around this stock that are driving its valuation. These should be specific controversies or uncertainty points (e.g., "durability of segment X," "margin pressure," "competitive threats"), not generic market risks.

2. BULL VS. BEAR VS. CONSENSUS
For each debate identified above, outline:
- The Bull Case: What is the optimistic view?
- The Bear Case: What is the pessimistic view?
- The Consensus: Which side is currently priced in or widely accepted by the market?

3. EARNINGS VALIDATION
Analyze the most recently reported quarterly results against these specific debates. For each debate, determine if the latest numbers/guidance:
- Validated the Bull Thesis
- Validated the Bear Thesis
- Was Neutral/Inconclusive

Provide specific evidence from the earnings report (metrics, quotes, guidance updates) to support your conclusion for each section.

[ryan grubbs @ryangrubbs]

@kenwheeler Some type of cracker and hot sauce

[ryan grubbs @ryangrubbs]

@ConsensusGurus @blondesnmoney Had to after seeing the calls and the shout outs

[Bryan Johnson @bryan_johnson]

This is remarkable: AI generated a novel cancer fighting hypothesis and labs confirmed.

The model demonstrated fluency in the language of human biology. Listening to what cells were saying, understanding their context, and talking back with a new idea that nature validated.

[ryan grubbs @ryangrubbs]

@ATabarrok @JohnCena Surely we get some as the season wraps?!

[Łukasz Chludziński @lukasz_app]

Managers have been vibe coding forever by @thekitze :D