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sutor ne ultra crepidam

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@FundamentEdge @blueprintsmb22 Srsly? That’s worse hours than me in MF PE outside of deal sprints

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@TaylorWAnderson @extradeadjcb Why did you hide replies?

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@creatine_cycle You can have transgressive bodybuilding influencer back once society is fixed. Until then Sam Sulek is the only thing standing between us and barbarism

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@Underfox3 That’s a crazy take

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@MRatable I don’t think you can lump investment into one big bucket. There’s like 40 different bottlenecks that individually constrain the entire industry.

Also F500 are all sitting there with intense AI deployment schemes planned that are not in production because there’s no capacity

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@ContrarianCurse “Terrestrial DCs have a few real bottlenecks” brother terrestrial DCs have dozens of massive bottlenecks that may even be structural (including regulatory). Good luck doing inference scale with “micro inference DCs”

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@MetacriticCap @PythiaR @TheStalwart Show me the one where the compute gets cheaper

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@hayasaka_aryan @Iithosphere If you are truly based and redpilled, you can see the man’s face bathed in the glory of the flag, jaw set with purpose and determination. Banksy tried but he could not obscure this

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@PalmerLuckey What’s your over / under timeline for 100M AR unit shipments?

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@romanhelmetguy You do not have the IQ or domain knowledge to understand the point Jensen was making

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@nfergus Suez was a single event in a long arc of shifting power balance from Britain to America. There is no such arc at play here, America is still far from being geopolitically rivaled by China or any Chinese coalition, let alone Europe

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@autistocrates @bronzeagemantis I think you guys are talking about two different types of freedom

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@sporadica You think China is gonna let its hand-wringing techies decide what AI functionality is permissible in war?

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@romanhelmetguy The China bot farms going crazy on this one

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@SemiAnalysis_ Lmaoo

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@FundamentEdge To be fair, Nicolas says in the article that Bloomberg / CapIQ are probably safe due to prop data.

Also your behavior as a single user is going to be very different from enterprise, which is where all the profit $ is

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@Noahpinion Do you really think China could culturally support a democracy? China has been ruled by a single person for thousands of consecutive years with only brief periods of violent revolution in between. Plural power is suspect

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@PythiaR Tbf it used to trade in the same multiple range and now it’s way lower given run up. Different mix of consumable vs capex than semi cap but still interesting

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@bronzeagemantis It’s a question of whether external pressure strengthens or weakens euro elites. Not an easy thing to predict

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@mnolangray @Noahpinion Do something liberalism is a contradiction.

Doing things requires responsibility for harms, something that liberal democracy has been invented to avoid