
๐๏ธืืื ืืก ืชืืืขื
12.4K posts

๐๏ธืืื ืืก ืชืืืขื
@ConsciousEng
mostly harmless.





@NBhgdrh ืฉืื ืื ืืื ืืืืชื "ืืืืืืช ืืฆืขืช ืืืืง" ืืืืช ืื ืืืชื ืืืชืจืช ืืืืืืก ืืงื ืืืฆื ืืคื ื ืคืืืืจ ืืื ืกืช. ืกืชื ืืืื ืื ืืช ืืงืจืงืข ืืขืื ืงืืคืืื ืคืืืื, ืคื ืื ืื ื ืื "ืืคืจืืืืืืื ืืืืืืงืืกืืื"





ืื ื ืจืืื ืฉืื ืืงืื ืืจืื ืืืก ืื ืืื ืืขืจืืช: 1. ืืืืฆืจ ืืืืจื ืื ืื ืืืขืื, ืืืืฆืจ ืชืืื ื ืืขืืืืช ืืืืชื ืืจืื ืืื CUDA ืื ืืงืืข. 2. ืื ืืื ืื ืืืืจืื ืืฆืืขื GPU ืขื ืืืฆืืขืื ืืืืื ืืืืืจ ืชืืจืืชื. ืื ืขืืืื ืื ืืกืคืืง. 3. ืืกืื ืืื, ืืื ืืืื ืืืืืื ืืชืืจืืฆืื. ืืืืืจืื ืฉืืืื ืืืืฃ ืืืชื ืืืืื ืืืชืื.


When does circular financing stop? Similar to a Ponzi Scheme, when cash outflows become greater than inflows. In this last quarter, $NVDA cash grew by only ~$600, and now ~95% of its operating cash flow is absorbed by circular financing vs ~57% one year ago


























