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>be me, qualcomm >time to enter AI chip market >nvidia making $$$, how hard can it be >spend years developing AI200 chip >finally ready for BIGG announcement >make fancy slide deck >put 768GB memory on there (sounds big) >160kW power consumption (sounds powerful) >add "liquid…
AI productivity gains are real. Yes, what retail sees is just content slop. But get deeper in verticals, and you'll understand. Mag7 didn't get to where they are by listening to retail or wall street analysts and throwing their money.
"how to use meaningless correlations and get rekt"
They said BTCFi was built with code… But tonight, it’s forged with magic. 🪄 Jelly the Alchemist has summoned trustless swaps, glowing cauldrons, and unstoppable Bitcoin energy. Handmade Halloween magic powered by @PortalToBitcoin. @csentropy @geoburke @Metamorfozzz_
What liquidity receding?
The blow off top patterns and bubbles have been in peripheral AI capex buildout sectors. Nuclear reactors, rare earths, crypto miners, quantum computing, silver, palladium, platinum, uranium. Maybe even gold. All the same chart pattern with classic blow off type structure. As…
Jane Street, Citadel Securities and other nonbank firms now command a fifth of global trading revenue, with their market share poised to hit 30% by the end of the decade according to Boston Consulting Group: BBG
Meta's Chief AI Scientist Yann LeCun offers a critical take on the humanoid robot boom. Speaking at MIT, LeCun claimed the "big secret" of the industry is that current companies "have no idea" how to make their robots "smart enough to be generally useful." He argues that while…
How insightful
"The well-off power the US economy, and as long as they keep spending, the economy should avoid recession, but if they turn more cautious, for whatever reason, the economy has a big problem," per Moody's.
Always
For all the academic fintwit types commenting about the geopolitical public negotiations: There’s never been a strategy to beat TFT. Even if you know the opponent’s strategy, it’s gonna change nothing
What’s with the Thiel conspiracies? Any way you look at it, Peter is a national treasure.
The fact we made rocks think by inscribing them with very tiny runes is pretty cool if you think about it.
x.com/zerohedge/stat… Exactly what @Globalflows has been saying. This democratization of investing and institutional inertia is a deadly combination. For institutions at the moment.
"At a macro dinner last night someone asked why retail keeps outperforming institutional money? Complex question but think simply put retail has remained risk-seeking while institutions have been cautious (nets and sentiment have remained low all year). Institutional…
The comment that Bitcoin violates Mises's regression theorem is not true. The regression theorem is a backward looking thing trying to explain the origins of money. Bitcoin came into existence AFTER the existence of Money Prices. Any instrument with the adequate attributes…
If Money is a winner take all game, and Gold (possibly Bitcoin) have monetary premiums, expecting Silver and alts to ride on monetary premiums for long makes no sense. Historic ratios are not very relevant. No cosmic rule dictates that they should continue.
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