Williams. @thesamuraicoder - Twitter Profile

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Williams.

@thesamuraicoder

about 1 month ago

Tis been nice so far.

Tinkersoft @tinkersofthq

about 1 year ago

This September, we launch TinkerWell Softwares. We design and develop web, mobile, and enterprise software that transforms the way businesses work and grow. It’s day one, and we’re just getting started. Who’s ready to tinker? CEO/FOUNDER @samuraicoderr

tinkersofthq's tweet photo. This September, we launch TinkerWell Softwares.

We design and develop web, mobile, and enterprise software that transforms the way businesses work and grow.

It’s day one, and we’re just getting started. Who’s ready to tinker?

CEO/FOUNDER
@samuraicoderr https://t.co/e07YoH51Cy

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Williams.

@thesamuraicoder

about 3 hours ago

That was fast

Atai Barkai

@ataiiam

about 12 hours ago

🎉 Introducing 𝙾𝚙𝚎𝚗𝙳𝚘𝚝𝚜 Self-hostable, always-on AI coworkers that works with ANY agent harness. Includes: - Computer use: browser, terminal & files - Bring agents to Slack, Teams etc - Spaces and Pages for projects - Voice calls - Web and Mobile Repo → https://t.co/j6URR886Dt Powered by @CopilotKit and AG-UI. Clone this template and customize it however you want. Enterprise-ready.

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Williams.

@thesamuraicoder

about 23 hours ago

@Spectromachina Steve

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Williams.

@thesamuraicoder

2 days ago

@0xDesigner

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Williams.

@thesamuraicoder

2 days ago

$AMZN

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Williams.

@thesamuraicoder

2 days ago

@Polymarket What is the true meaning of life without Pilates. 🤌

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Williams.

@thesamuraicoder

2 days ago

@birdabo The OpenAI employee who forgot to buy the domain rn

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Williams.

@thesamuraicoder

2 days ago

SpaceX buying https://t.co/MleQLR6b5a which just redirects to grok bot after OpenAI launched dots is crazy. I mean it's legal but it IS actually crazy.

thesamuraicoder's tweet photo. SpaceX buying https://t.co/MleQLR6b5a which just redirects to grok bot after OpenAI launched dots is crazy.

I mean it's legal but it IS actually crazy. https://t.co/b6bejvXolw

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Williams.

@thesamuraicoder

2 days ago

Maybe if we stop acting so interested the interest rates would lower. 🥲 Jesus Christ I'm a genius.

Evan

@StockMKTNewz

9 days ago

Howard Marks said that he doesn’t consider current interest rate levels as being “high rates”

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Williams.

@thesamuraicoder

6 days ago

Jensen Huang after outperforming cocaine. $NVDA

Dylan Patel

@dylan522p

7 days ago · San Francisco

Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030 A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at $5M per rack. That is $3,165/kg. Strip out the 1.5 tons of busbar, manifold and coolant and the GPU packages alone are well into gold territory, but we're pricing the rack, because that's what you actually take delivery of. Where that sits on the illicit commodity curve today ($/kg): $2,400 Cannabis flower $3,165 GB300 NVL72 $3,500 Fentanyl $28,000 Cocaine $65,000 Heroin $138,000 Gold So today NVIDIA ships a product that is denser in value than weed, roughly fentanyl-grade, and still an order of magnitude short of cocaine. For now... GB200 NVL72 was $4M, GB300 is ~$5M, and Vera Rubin NVL72 is already quoted at up to $8.8M at essentially the same rack mass. Rack weight is constrained by the datacenter floor loading; rack price is constrained by nothing. That's ~1.75x $/kg per generation with HBM, CoWoS and power all supply-limited through the decade. Cocaine: Colombia's new president has pledged a hard-line security crackdown with $1B in US aid behind it Every prior crackdown has consolidated the industry into fewer, better-capitalized operators with better logistics and higher yields per hectare. Consolidation is deflationary. We model US wholesale drifting from ~$28k/kg toward ~$12k/kg by 2030 as the supply chain professionalizes. **Crossover: 2030.** Our extrapolated NVL72-class rack hits ~$17k/kg while wholesale cocaine falls to ~$12k/kg. At that point the rational cartel pivots to smuggling racks, except a rack has a fixed 500+ kW power draw, a 3,300 lb forklift requirement and an export-control regime that is actually enforced. Cocaine has none of these problems, which is why it will remain the superior product for anyone without a substation. Key risks to the thesis: US retail coke is still ~$60–200/g, i.e. $60k–200k/kg so the crossover only holds at wholesale. Retail compute (H100 hour on a neocloud) is also marked up, so we consider this an apples-to-apples wholesale comparison. Full model available to Coke Research subscribers.

dylan522p's tweet photo. Fentanyl Grade Compute: Why a GB300 Rack Will Out-Price Blow by Weight in 2030
A GB300 NVL72 weighs roughly 1,580 kg fully populated and recent purchase orders put it at $5M per rack.
That is $3,165/kg. Strip out the 1.5 tons of busbar, manifold and coolant and the GPU packages alone are well into gold territory, but we're pricing the rack, because that's what you actually take delivery of.
Where that sits on the illicit commodity curve today ($/kg):
$2,400 Cannabis flower
$3,165 GB300 NVL72
$3,500 Fentanyl
$28,000 Cocaine
$65,000 Heroin
$138,000 Gold
So today NVIDIA ships a product that is denser in value than weed, roughly fentanyl-grade, and still an order of magnitude short of cocaine.
For now...
GB200 NVL72 was $4M, GB300 is ~$5M, and Vera Rubin NVL72 is already quoted at up to $8.8M at essentially the same rack mass. Rack weight is constrained by the datacenter floor loading; rack price is constrained by nothing. That's ~1.75x $/kg per generation with HBM, CoWoS and power all supply-limited through the decade.
Cocaine: Colombia's new president has pledged a hard-line security crackdown with $1B in US aid behind it
Every prior crackdown has consolidated the industry into fewer, better-capitalized operators with better logistics and higher yields per hectare. Consolidation is deflationary.
We model US wholesale drifting from ~$28k/kg toward ~$12k/kg by 2030 as the supply chain professionalizes.
**Crossover: 2030.** Our extrapolated NVL72-class rack hits ~$17k/kg while wholesale cocaine falls to ~$12k/kg. At that point the rational cartel pivots to smuggling racks, except a rack has a fixed 500+ kW power draw, a 3,300 lb forklift requirement and an export-control regime that is actually enforced. Cocaine has none of these problems, which is why it will remain the superior product for anyone without a substation.
Key risks to the thesis: US retail coke is still ~$60–200/g, i.e. $60k–200k/kg so the crossover only holds at wholesale.
Retail compute (H100 hour on a neocloud) is also marked up, so we consider this an apples-to-apples wholesale comparison.
Full model available to Coke Research subscribers.

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Williams.

@thesamuraicoder

6 days ago

@OnlyTerp Must have been the wind.

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Williams.

@thesamuraicoder

7 days ago

This is literally all I see on my FYP now. $META

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Williams.

@thesamuraicoder

7 days ago

The situation on this side of things are quite interesting. $TSLA

Tesla Semi

@tesla_semi

7 days ago

Semi is here Today, we're launching high volume production

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Williams.

@thesamuraicoder

7 days ago

Awesome so many harnesses now in one place.

Covenant Ogowale @ogowalec

8 days ago

Support Harnest on producthunt👇 https://t.co/IIGlTiy92t

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Williams.

@thesamuraicoder

7 days ago

Yep, we're so back.

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Williams.

@thesamuraicoder

7 days ago

@techoffhack @Bitoshiafrica Nice.

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Williams.

@thesamuraicoder

10 days ago

Literally the most successful cousins in tech history. $NVDA $AMD

Tejas Bhakta

@tejasybhakta

10 days ago

jensen's cousin killed it ngl

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Williams.

@thesamuraicoder

13 days ago

You don't wanna do marketing coz you're a shy founder. He doesn't want to, She doesn't want to, Nobody wants to. Who wins? Everybody's ego. But who's really loosing here? Manchester United.