t📍yler 🧢

Non-Self-Made-Millionaire #dev #ai

[Forbes @Forbes]

If you’re planning on leaving ChatGPT behind for Claude or any other AI service, there’s some business you should take care of first, particularly if you want to ensure as much of the “memory" you’ve built up with ChatGPT is transferred to the new service.

Here are some tips on how you can minimize the disruption of leaving ChatGPT: https://t.co/IXzCeC0YGp
📸: Justin Sullivan via Getty Images

[China pulse 🇨🇳 @Eng_china5]

Beware of sharing your photos, personal information, and sensitive data with ChatGPT. OpenAI has officially announced that it will hand them over to the US government for secret military use.

In short: Israel and the US will know everything about you.

[𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 @Agrippa_Inv]

$IREN price action post earnings release is nasty.

The market seems to be throwing a tantrum over 2 things: no new hyperscaler deals being announced, and a big miss versus analysts’ EPS expectations.

1) No new hyperscaler deal announcements is disappointing, but with the Sweetwater site being energized in just a couple of months, it’s clear to me that $IREN will sign a new deal at the latest by early Q2.

2) The EPS miss is irrelevant to me. All I care about is $IREN's future earnings power from its AI and HPC segment. $IREN's Q4 revenue still consisted primarily of mining operations, which should have been obvious to every analyst.

Meanwhile, the company is actively investing in its cloud division, which is pushing SG&A higher relative to revenue.

From a P&L perspective, there’s nothing I’m concerned about. I’ve done extensive modelling on the economics of $IREN's $MSFT deal (published to my subs) and concluded that $IREN should generate well over $100m per year in after tax net income from this partnership.

In fact, the deal looks even better today, with $IREN securing sub 6% interest on its GPU debt, which is incredibly impressive. The likes of $CRWV have a cost of debt closer to around 10%.

Overall, I’m still satisfied with what was announced. $IREN not only secured GPU financing at very low rates, but also announced a new 1.6 GW site in Oklahoma, making it their largest site to date.

$IREN's lead in secured power capacity continues to widen, and over time the value of that will become obvious, even if it may not feel that way today.

I’m now very much looking forward to the earnings call, which I’ll analyze in depth for my Substack subscribers over the coming days.

Don’t let your head hang. There’s still a lot to look forward to. Cheers! ✌️

[Ben Smith @bensmithlive]

New study from China found prolonged Bluetooth headset use strongly linked to thyroid nodules.

OpenAI & Jony Ive are now building earbuds that sit directly in your ear canal 24/7.

The closer EMF is to your thyroid, the worse. This is not going to end well.

[Pop Crave @PopCrave]

Jessica Jung performed several Girls’ Generation songs tonight at her ‘Reflections’ tour— This marks the first time Jessica has performed any #GirlsGeneration songs since her leaving the group in 2014.

[t📍yler 🧢 @tyrant_707]

@elonmusk @realDonaldTrump @grok is this true

[Coin Bureau @coinbureau]

Which of these American based cryptos will see the biggest gains under Trump?

$XRP or $HBAR

[t📍yler 🧢 @tyrant_707]

Please~🥺I am trying to get my favorite item for free. Can you help me?
https://t.co/KGwGxuHedn

[t📍yler 🧢 @tyrant_707]

Plz, Plz, Can you accept my invitation so that I can get free cash?
https://t.co/ueBYPQIFKt

[t📍yler 🧢 @tyrant_707]

Plz, Plz, Can you accept my invitation so that I can get free cash?
https://t.co/7aSAjHxdGl

[t📍yler 🧢 @tyrant_707]

Please~🥺I am trying to get my favorite item for free. Can you help me?
https://t.co/oRXF9gUyRP

[Patrick Martin @Patrisimoose]

I AM A PHD STUDENT IN MATHEMATICS

[Elya Maurice Conrad @ElyaMConrad]

Heute wurde die Ex-AfD-Bundestagsabgeordnete Birgit Malsack-Winkemann verhaftet weil sie als Teil einer Terrorgruppe einen Umsturz und Anschlag auf den Reichstag plante. Diese Partei gehört aus sämtlichen Parlamenten rausgeworfen. Da gibt es nichts zu relativieren.

[Matt Wallace @MattWallace888]

@elonmusk @sama Who wants to see Elon Musk buy ChatGPT and make it free?

[Danijel Višević @visevic]

Beeindruckend wie glasklar Annalena Baerbock schon im Juni die Lage analysiert hat. Geradezu vorausschauend.
@ABaerbock

https://t.co/vNSq9h9mtq

[t📍yler 🧢 @tyrant_707]

Tbh i always thought i looked great either way

[t📍yler 🧢 @tyrant_707]

I know this sounds cliche but erm. I think I need emotional support.