Scrambled Gregs
3.5K posts

Scrambled Gregs
@GregCayea
I write shit market shit read shit drive places say things do stuff and that’s about it.
Beacon, NY 参加日 Aralık 2011
131 フォロー中1.4K フォロワー

🚨🇨🇳🇻🇳 BREAKING: China says they are ready to work with Vietnam to "strengthen high-level exchanges, enhance strategic mutual trust, deepen connectivity, expand practical cooperation in areas such as sci-tech innovation, digital transformation and artificial intelligence, strengthen cultural and people-to-people exchanges, and continuously promote the building of a China-Vietnam community with a shared future."


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OpenAI’s CFO just published the most important chart in AI.
Compute: 0.2 → 0.6 → 1.9 GW (3x/year)
Revenue: $2B → $6B → $20B (3x/year)
“More compute would have led to faster monetization.”
While SaaS multiples have collapsed from 50x to 10-15x, OpenAI is raising at 65x revenue.
The difference?
This isn’t a software company.
It’s an infrastructure company.
Revenue scales with compute, not seats.
Growth is bottlenecked by gigawatts, not sales reps.
The picks-and-shovels trade is real.

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@GBNT1952 @krassenstein @realDonaldTrump lol. You have no idea what communism is. But you’re also probably a Russian bot.
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@krassenstein @realDonaldTrump Uh, yes. Obamacare was literally “use this state run health insurance platform or pay a fine.”
That is communism my friend.
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At the Democrat Convention, they said, “We’ve got 70 days to act right…After 70 days, we can go back to acting crazy!” What they mean is that they want to get Elected, and then destroy our Country with Radical Left, Marxist/Socialist Policies. We can’t let this happen and, if it does, we won’t have a Country any longer. The U.S.A. will be reduced to ashes. #MAGA2024!
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@PeterSchiff What a pathetic dude you are. And so miserable. And insecure. It’s embarrassing.
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Collapsing consumer sentiment together with rising #inflation expectations mean Biden's already low approval rating is about to sink even lower. As #recession looms, the #Fed will need rate cuts & QE to give #Biden any chance of re-election. But that means even higher inflation.
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@kasimaslam GPT loves the words “enhanced” and “digital landscape”
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@ColinRatters81 Hey I'm looking around for your email but soon as i find it check ur inbox!
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