air

CUTIE STREET
Symphony：Bruckner
Opera：Wagner
✈︎ oneworld Emerald

[air @worldwidestocks]

ピアノで1番好きな曲は、
ショパンのワルツ第9番《告別》
儚くて切ない。。

[パウロ @paurooteri]

やはり強化学習のトレンド
非同期学習で計算資源を柔軟に活用できるようにしているね
GPUとメモリは資産化する

[パウロ @paurooteri]

GPUとDRAMは再ブーストをほぼ確信

[air @worldwidestocks]

@ochinposuitai 大丈夫ですか？

[Mehmet @avuntusaati]

Warren Buffett: “Gerçek zenginlik, en lüks evde oturup en pahalı arabaya binmek değildir.

Asıl zenginlik, kafan rahat yaşayacak kadar kazanırken vaktini nasıl harcayacağına, kiminle çalışacağına ve hayatını nasıl kuracağına kendin karar verebilmek.

Sonuçta insanın sahip olabileceği en büyük zenginlik, zaman ve özgürlüktür.”

[air @worldwidestocks]

@haru_aika0310 かわいすぎ🥺

[air @worldwidestocks]

@okeydon 阪急😷

[Trade Whisperer @TradexWhisperer]

A lot of people are still wondering why trillions of dollars are flowing into AI.

Why is $TSLA building Robotaxi when people can drive just fine?

Why do we need more $NVDA GPUs and $MU $SKHY memory. Why @elonmusk claims money won't matter in some distant future?

It's all economics.

It's because every one of us, including YOU, wants the cheapest and most infinite form of labor. A labor that lets us live in more prosperity than we do today. Labor that doesn't break your bank, doesn't fatigue, scales without biological limit.

The $400/hour legal fees. The $1000 outlet installation. The $10,000 medical bill. These can break a wallet or bankrupt a household.

Ridiculous. We want reasonable costs. Reasonable spending for everyday basics. We want cheap and infinite labor.

Look at what technology has always done: it brings the cost of things down over time. Remember when renting a single DVD cost $10? Now you get millions of hours of entertainment for that same price on $NFLX. Free on YouTube $GOOGL. No driving, no waiting for a disc to ship.

My annual fuel cost used to run over $2000. Now that I drive a $TSLA, it's about $300.

International calls once cost $10 an hour just to hear a loved one's voice. You had to walk to a store and buy a calling card. Now you dial them instantly, for free.

See the pattern?

AI and Robots such @Tesla_Optimus are the next step. Low cost labor that produces so much that having a lot of money stops mattering for a family. Everyone gets what they need to live in abundance, because AI made it possible.

AI is INFINITE & AUTOMATED & CHEAP labor.

People will work much less but will receive much more in terms of good and services.

Every prior form of labor was bound by biology. Train a person for years, you get one person. Train a model once, you get infinite instances of it, running in parallel, forever, for the cost of electricity. The Sun. Humanity has never had a workforce that scales by copy-paste. Now it does, digitally. Physically, we're getting there.

But a copy-pasted mind still has to hold a thought. And holding a thought is physical. It happens on memory. Real silicon. Made by three companies who've already said the shortage doesn't ease until 2028.

The workforce can be virtually infinite. Copy-paste.
The place it thinks cannot. Fab output is finite.

Infinite demand. Finite supply. You know what to do.

$MU $SKHY $NVDA $TSM $TSLA $SPCX $LITE

[air @worldwidestocks]

@flying_drunkard ＮＹですか？🥹

[air @worldwidestocks]

@paru_7700 大丈夫だと思います🙆

[air @worldwidestocks]

METの名画🖼️

[air @worldwidestocks]

マンハッタンの夜景🌃

[air @worldwidestocks]

@flying_drunkard @lilyfanjp 351ですか？わたしも50kにします！
私は明日の45A席で帰ります🥺

[air @worldwidestocks]

NYSE

[air @worldwidestocks]

@goviex 特典様々です😭🇺🇸

[air @worldwidestocks]

JL6便でニューヨークへ🗽
北極圏でオーロラに遭遇🥺

[air @worldwidestocks]

@okeydon JAL6最高😆

[칠월 @munxzero]

진짜 멀리서봐도 파워 연예인 처럼 보임 분위기 ㅁㅊ네진짜

[air @worldwidestocks]

@ochinposuitai 投資会社air🗺️

[air @worldwidestocks]

保有上場株式(26.8.31)

Applied Materials🇺🇸
EMCOR Group🇺🇸
Union Pacific🇺🇸
住友電気工業🇯🇵
Caterpillar🇺🇸
Synopsys🇺🇸
SK Hynix🇰🇷
Alphabet🇺🇸
Space X🇺🇸
Hermès🇫🇷
Palantir🇺🇸
NVIDIA🇺🇸
Costco🇺🇸
L’Oréal🇫🇷
Micron🇺🇸
Nestlé🇨🇭
Deere🇺🇸
CPKC🇨🇦
Tesla🇺🇸
BHP🇦🇺
WM🇺🇸

[おのだ/Onoda @onodamasashi]

話題のテスラのCybercab（サイバーキャブ）、早速乗ってみましたが本当に最強すぎました。

・ハンドルなし
・運転手がいないので気を使わない
・とにかくカッコいい
・ディスプレイが大きく映画鑑賞や
・定員は2人。なのでその分、トランクが大きい
・チップは不要
・Uber Xと値段はほぼ同じなので、それなら絶対サイバーキャブ乗りたい

早く日本にも上陸して〜〜〜〜