Valery

Save Europe 🇪🇺 - Founder / Engineer / SaaS bull

[Valery @valery_hardcore]

@KrisPatel99 Most of the move on IGV is PLTR now but SaaS is definitely up. In fact they've been quietly climbing for 2 weeks now. Institutions are definitely rotating no matter how big the jumps are in semis.

[Valery @valery_hardcore]

@theo @nextjs I miss those days man

[Valery @valery_hardcore]

@KrisPatel99 Drops every freaking day:
https://t.co/zx8BLarvXR

[Valery @valery_hardcore]

Potentially there are 10B-25B dollars of Anthropic's revenue that is just distillation. That means that number is the R&D expense of Chinese labs and the FAKE revenue growth of American labs. You can't make this shit up.

[Valery @valery_hardcore]

@KrisPatel99 The party continues. And this is only the beginning.

[Valery @valery_hardcore]

It is ironic how Anthropic is touting the Chinese will control the output of their models to spread their regime while Claude is probably the most politically biased model out there.

Sounds to me they are projecting their own thinking.

Anthropic is the enemy.

[Valery @valery_hardcore]

Prediction: this month of August, we'll have a Deepseek moment 2.0 where the markets will freak out whether the entire AI buildout (including hyperscalers) are at jeopardy due to the inevitable LLM software optimizations DS demonstrated.

Watch out.

[Valery @valery_hardcore]

@cline @ArtificialAnlys Alright that's just ridiculous. Deepseek moment 2.0 is coming to the equity markets soon.

[Valery @valery_hardcore]

@0xbarra @cocktailpeanut Thanks dude - appreciate the direct approach. I will remove my comments. Cheers

[Valery @valery_hardcore]

@0xbarra @cocktailpeanut Do you work at Cline? I mean if you have insider info then of course I won't try to argue. But that was my experience. When I said performance I just meant subjectively it does better.

[Valery @valery_hardcore]

@0xbarra @cocktailpeanut That makes no sense. You are telling me the old version DS will be going under the model 0731 (the name of the new DS model)? I tested both models in Cline - 0731 is the new one. It performs far better than regular v4 flash.

[Valery @valery_hardcore]

@0x45o Ashamed to be European right now. We are too busy spending welfare on immigrants.

[Valery @valery_hardcore]

@kylebrussell And now enter Deepseek V4 Flash

[Valery @valery_hardcore]

@HyperTechInvest @zephyr_z9 Exactly. Imagine AMD cutting price even double digit in this environment, or Sandisk. They can't because they have unprecedented demand. You only do drastic price cuts when there are a few players fighting for a finite demand that needs to be won over.

[Valery @valery_hardcore]

@DonMiami3 And to watch the semis rip today is beyond me

[Valery @valery_hardcore]

@KrisPatel99 To be fair they had two consecutive days involving a double-digit intraday drawdrown, a flat day was very much expected today.

[Valery @valery_hardcore]

Promises AGI -> Cannot deliver AGI -> Fabricates safety doom narrative -> Pretends AGI development needs pacing -> AGI doesn't have to be delivered til IPO

[OpenAI @OpenAI]

At the core of our mission is working through how to ensure increasingly powerful AI benefits everyone.

We believe that, at some point in the future, AI acceleration for frontier model development may be so high that the world will need to pace the rate of AI advancement.

We hope to contribute to work led by the U.S. government, alongside other labs and the open-source community, to develop the tools and mechanisms that could make that possible.

https://t.co/pMCtiQjMoo

[Valery @valery_hardcore]

@OpenAI Promises AGI -> Cannot deliver AGI -> Fabricates safety doom narrative -> Pretends AGI development needs pacing -> AGI doesn't have to be delivered til IPO

[Valery @valery_hardcore]

@DrTomsLens You can read it both ways. You could also say being hated by the world is demoralising. Most of these people come from high status companies, so they are used to being liked and appreciated.

[Valery @valery_hardcore]

@jun_song In what technological revolution did a top CEO become so political? He's supposed to work on his technology, not go around saying what governments should or shouldn't do. Now ofc, he does that because he knows damn well what that means for their IPO.