Pod Pete

head of trading at a big pod shop

[Pod Pete @semispodhell]

@strictrope Supply is ultimately what drives cycles
Any memory bull thesis is ultimately a semicap bull thesis

[Pod Pete @semispodhell]

@Glassesman88 Especially if they make some kind of laser

[Pod Pete @semispodhell]

@CKCapitalxx are we close to stuff actually starting to break?

[Pod Pete @semispodhell]

@bubbleboi The only alignment that matter is aligning the stock to 1200

[Pod Pete @semispodhell]

@P_Remarks @TMTLongShort Soon brother

[Pod Pete @semispodhell]

If you still sleep well at night then you don’t own enough semicap

[Pod Pete @semispodhell]

@astridwilde I do but I’m terrified

[Pod Pete @semispodhell]

@P_Remarks @junkbondinvest market is forgetting to take its clozapine... is the equity actually the most levered way to play this or is there a better way

[Pod Pete @semispodhell]

@P_Remarks If semis are down in Iran again they’ll crawl out of the woodwork

[Pod Pete @semispodhell]

@chamath They’re doing it on purpose to force regulation…

[Pod Pete @semispodhell]

@OnodaCapital I agree with this. I think you’re gonna see a barbell where exceptional single people have higher leverage than ever

[Pod Pete @semispodhell]

@P_Remarks semicap september-morning.... probably back to sucking in 3... 2...

[Pod Pete @semispodhell]

putting aside all the political gamesmanship, aligning swarms is important and takes lots of compute to run many swarms to test alignment methods. lots of great research has been done on aligning models, need much more research into aligning swarms

big incremental compute driver

[Pod Pete @semispodhell]

@P_Remarks Take his lunch tokens

[Pod Pete @semispodhell]

@scaling01 Bearish memory bullish compute

[Pod Pete @semispodhell]

Here’s what playing it looks like. You trade, follow company stories, and cast spells. The soundtrack builds as your P&L goes up.

[Pod Pete @semispodhell]

@jukan05 I’m making an anime trading game and thought you’d make a great cameo. Players read company news, trade, and change their minds when someone points out what they missed. Mocked up one of those moments with you in it. Would you be open to this?

[Pod Pete @semispodhell]

@stevehou ugly charts

[Pod Pete @semispodhell]

@bubbleboi at what point can they use ai to find new interesting problems tho

[Pod Pete @semispodhell]

@0xFaust12 brain disease