Raiders Supporter

676 posts

Raiders Supporter

Raiders Supporter

@RaidersFC2002

가입일 Haziran 2026
47 팔로잉115 팔로워
Raiders Supporter
Raiders Supporter@RaidersFC2002·
ZeroHedge is hilarious when he goes against the grain of US finance. His Homer schtick for MAGA makes him brainless but he still got fastball with the data framing when he stops being dogmatic lol
English
0
1
2
88
Raiders Supporter 리트윗함
Mike Lin
Mike Lin@mikelin1789·
@trevornoren 95% of the world's population lives outside of the US. They don't have to buy "frontier" AI models or want to pay US-prices.
English
2
2
23
1.8K
Raiders Supporter 리트윗함
Trevor Noren
Trevor Noren@trevornoren·
FT: "Goldman Sachs analysts last month predicted that use of AI agents would result in a 24-fold increase in token consumption by 2030 and that the huge rise in demand would exacerbate a shortage of chips over the next 12 to 18 months. While token usage and AI spending by businesses continue to grow, efforts to curb costs could weigh on the growth of the world’s largest AI labs such as Anthropic and OpenAI, which plan to go public later this year at near-trillion-dollar valuations. Since the start of the year, Chinese AI models have overtaken their US counterparts in token consumption, according to data from OpenRouter, an aggregation platform that allows users to access multiple AI models. China’s cheaper energy and more efficient models have allowed the country’s AI labs to charge less than leading US groups for tokens, giving China a new edge on the AI battleground." Again, I believe market participants are underestimating the pricing power challenges US hyperscalers face, both due to domestic and international competition. As I wrote in my December report on "GenAI & Productivity" (sageroadresearch.com/collections/re…): "While there’s a lot of speculative fear about how a single LLM could rise to dominance and what that could mean for economic, societal, and political stability, we believe the bigger concern for investors today is how relative model parity could compromise pricing power. Tech giants have thrived on monopolies and duopolies for a decade or more. Now, they’re in an LLM arms race where it’s unclear when or even if ever leadership will be sustainable. We believe competition from akin models will apply downward pressure on pricing at least for the next three years." Learn more about Sage Road Research here: sageroadresearch.com. Interested in subscribing? Message me. FT link: ft.com/content/1d37cc…
Trevor Noren tweet media
English
22
88
361
230.8K
Raiders Supporter 리트윗함
漂亮的战斗机
漂亮的战斗机@uzuri_books·
@MikeMumbelz @CNN Still great for memory and cognition when taken in conjunction with a good diet and exercise. It’s in the article.
English
1
2
4
556
Raiders Supporter 리트윗함
Raiders Supporter 리트윗함
John Jumper
John Jumper@JohnJumperSci·
A bit of news: After nearly 9 years, I have decided to leave Google DeepMind and join Anthropic (after taking some time to recharge). I am incredibly grateful for my time at GDM. @demishassabis took a real chance letting me lead the AlphaFold team just six months after finishing my PhD, and the entire GDM team taught me so much about how to do great science. GDM is a special place, and I’ll still be excited to hear about what amazing things they discover next.
English
535
789
11.9K
4.2M
solvitur ambulando
solvitur ambulando@scientistmike35·
@RaidersFC2002 It really is! And the reasoning is even more laughable. You can’t make lifelong friends elsewhere? Graduate school? Hobbies?
English
1
0
1
34
Raiders Supporter 리트윗함
Raiders Supporter
Raiders Supporter@RaidersFC2002·
People have resentment and envy over decisions they clearly regret and use whatever logic they can to cope with it lmao. As if not wasting more money on university tuition is "rushing life" LMAO.
Chawanna@DrChaeEd

LOL I tweeted this, & there are ppl under it asking me why I made him get a full year of free college done early. Apparently, I should’ve paid an extra $30,000 for him to spend 4 years in college to have more fun. This is why I do not listen to the internet. 🫩😂

English
0
3
13
445
Raiders Supporter
Raiders Supporter@RaidersFC2002·
Its a Trojan horse for data collection tho for the AI model.
English
0
0
2
120
Raiders Supporter
Raiders Supporter@RaidersFC2002·
@fredsoda In many ways I get its not needed. Most of the folks with real power go unnamed and not seen (they influence the "face" aka the leader and advise them on actual moves to make) but at the same time some top technocrats have ambitions to also be the "face" it requires better appeal
English
1
0
4
113
Soda
Soda@fredsoda·
@RaidersFC2002 they fundamentally see themselves as apart from society, even in opposition to it this is different from finance counterparts where there still remains a sense of noblesse oblige new money vs. old money is a quick and dirty way to frame it (but ultimately not correct)
English
2
0
14
624
Raiders Supporter
Raiders Supporter@RaidersFC2002·
Technocrats aren't ready socially at all. I understand why Thiel, Musk and co out so much into populist movements like Trump to advance the agenda. Silicon Valley full of delusional idiots but in their own bubble, not in a way thats relatable.
English
3
4
26
1.1K
Raiders Supporter
Raiders Supporter@RaidersFC2002·
Likely why $KLRA is doing what they are doing in regards to their obesity assets. Big Pharma is looking to Jumpstart their platform for that space. One asset won't cut it.
English
0
0
0
142