wrayste

Me

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@letmoan1 @AaronTheEcoGuy @OctopusEnergy That’s fine, you can keep burning your money to keep warm. How’s your horse and carriage? You really should try a car sometime.

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@PebMet1 You are missing something, that’s not how analogies work.

If only they had deployed useful payload from Starship… oh wait they did.

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@letmoan1 @AaronTheEcoGuy @OctopusEnergy Happy to hear yours is working, so that’s only another 22,999,999 or so to check on that are all functioning perfectly and never have failed.

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@letmoan1 @AaronTheEcoGuy @OctopusEnergy Hahah, and gas boilers never fail, honest!

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@Ben_Liquid1 @daniel_koss “~20m People: Professionals who leverage frontier models heavily for digital, verifiable work like coding, math, and complex problem-solving.” From Karpathy himself, I cannot see a world in which compute is not constrained for decades. There are 23m Java coders in the world…

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@TequestaChief $6b to $11b needed, so at least half of your random number, you can make anything look bad by making stuff up

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@JH_Investor @grok You’re going to be disappointed to find out about inflation.

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@RnaudBertrand This is how the administration rewards wildly successful entrepreneurs.

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@mattmvinson On what metric? ESG or earnings? Rigid absolutism rarely wins.

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@NewmoonCap Why do I need to bid up the stock? Accumulating a low prices is better. Spread all the FUD you want, it’s more nuanced than you’ll understand.

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@basedjensen Hardly, they’ll have to accept lower margins, but they still produce more compute than the others. It’s just supply and demand, if you’re a buyer, and prices rise on alternatives and they are in shorter supply, are you going to give up or just keep buying Nvidia?

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@DavidSacks

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@aaronbatilo -25% ytd, that’s not how this game works

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@PebMet1 @SpaceX @blueorigin Let’s check in on @blueorigin ‘s progress this year…

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@NickSchmidt You forgot the update your title and data labels from your last chart and still aren’t comparing it to buying and holding.

Imagine working this hard to underperform the market.

Smells like AI slop being auto posted, you should improve your loop.

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@NickSchmidt At least I’m not buying every close and selling every open to make less money than just holding.

Which would be what anyone with half a brain cell would first compare any strategy against.

My posts are boring, my replies are far more fun.

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@SamanthaLaDuc They already have their Nemotron open weight models for the last 3 years.

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@BenSchewel @jakubpolec That was their Series D valuation raised in January this year, things have moved on a lot since then. It’s probably double that now based on private markets.