"I think you're starting to see a little bit of the wheels come off," says @chamath of AI spending & profits. cnb.cx/44pCx1Y

@SquawkCNBC @chamath Too distracted by the leopard print tie to hear what he’s saying

@SquawkCNBC @chamath @andrewrsorkin great guest and show. Would copy Joe but I tried to help him once and he blocked me, true story.

@SquawkCNBC @chamath I had no idea Grok starts at $8 mo vs ChatGPT $ 20. Wow

@SquawkCNBC @chamath Its NOT analogous to oil... AI is not oil, the USAGE of AI is like energy. That's not the same thing.

@SquawkCNBC @chamath He meant to say it's a commodity.... 😂

@SquawkCNBC @chamath true story

@SquawkCNBC @chamath I don't think I've seen him wear a tie before. Something is odd.

@SquawkCNBC @chamath “ a barrel of intelligence” the fact you don’t laugh him out of the room for saying that 😂😂😂😂😂 any moron can become a billionaire. It’s has nothing to do with merit, pure gambling and risk taking

@SquawkCNBC @chamath It’s a complete joke that you assclowns still invite this scumbag onto your network.

@SquawkCNBC @chamath Who cares what this scammer thinks. He's just another unprincipled billionaire crook and corrupt opportunist who'll say or do anything for personal gain and power. His opinions carry no weight beyond his own grift.

@SquawkCNBC @chamath So we are ‘BUYING BARRELS OF INTELLIGENCE NOW’… That explains why POTUS and Vice President are soooo SMART. 🫡

@SquawkCNBC @chamath @chamath should have been tar and feathered

@SquawkCNBC @chamath Buy signal from the most ignorant investor on TV

@SquawkCNBC @chamath AI 🤖❤️❤️

@SquawkCNBC @chamath Excellent example @chamath

@SquawkCNBC @chamath A lot of TDS in here

@SquawkCNBC @chamath the wheels came off of this guys brain, the media getting one or two things wrong does not account for the fucking 1,000 plus lies Trump has told

@SquawkCNBC @chamath He’s a total scam artist

@SquawkCNBC @chamath The same person who justified a 10T valuation of SpaceX on AI spending🤡

There's no middleman here to mark things up. Orders come straight from our shelves to you in as fast as 15 minutes.

@SquawkCNBC @chamath Looks like the AI hype train just hit a pothole, hope it doesn’t turn into a roller coaster. 😳

@SquawkCNBC @chamath @chamath 🤡🤡🤡🤡🤡

@SquawkCNBC @chamath nothin but a trump shill

@SquawkCNBC @chamath you scream it long enough, perhaps can will it into existence for a week or quarter Too smart & too savvy to relentlessly pedal this inaccurate noise I get it mate You choose to invest in software vs ai while you bump along you see AI take shate You’re wealth enough It’s okay

@SquawkCNBC @chamath Why does Joe K have to talk?

@SquawkCNBC @chamath Pay your taxes

@SquawkCNBC @chamath Hey, call me whatever but I think Chamath is a straight shooter.

Infra players and hyperscalers like $META and $SPCX are racing prices down on inference right now, but overall we remain compute-constrained with not enough powered capacity coming online fast enough. So basically, lower prices will attract more companies to use AI, which will then create more demand for compute that is already constrained. That should push prices higher again. Am I missing something here with the supply and demand dynamics? Power grids are overloaded and new connections take years, so supply lags the demand surge from cheaper access and new agentic workloads. $IREN has over 5 GW of secured grid power, giving it a moat to deliver capacity and ride higher utilization when the supply-demand imbalance pushes effective prices back up. $NBIS optimizes inference with its Token Factory stack for high throughput and lower cost per token, so it maintains margins and captures share even through the price pressure and benefits more when volumes expand. Their moats position both to gain as the market tightens again beyond the current race to the bottom. But seriously, am I missing something here?

@SquawkCNBC @chamath Gey this idiot off your show

@SquawkCNBC @chamath One of the best Squawk Box!

@SquawkCNBC @chamath Complete and total mid douchebag.

@SquawkCNBC @chamath Guest host tomorrow Jeffrey Skilling? LOL. CNBC is the Kardasians of business news.

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@SquawkCNBC @chamath Retail stock investors are going to get caught holding the bag.