btcdentist🇰🇷🇺🇸
13.4K posts
btcdentist🇰🇷🇺🇸
@btcdentist
brother, son, dentist, friend #bitcoin
Irvine, CA 가입일 Şubat 2014
289 팔로잉1.2K 팔로워
@FarroYossi @nvidia 🇺🇦 🇮🇱 🇹🇼. All 3 wars is west vs east. China and Taiwan is up next. The big daddy of them all.
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Jensen Huang CEO of @nvidia on Israel:
“I’ve been asked if we’re still committed to Israel.
My answer: 100%.
100% in Israel.
100% behind the families.”
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@mikealfred @udiWertheimer if you faced what they are looking at, you would do the same thing.
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@udiWertheimer The American spirit used to mean something. This generation of pussies doesn’t drink or have sex and they sit around playing video games all day. No courage. No desire to interact in the real world. Sad.
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if americans had 5% of the resilience israelis have they’d be unstoppable
every israeli lost someone on oct 7. they’ve been under daily missile attacks since. yet their spirits are up and they’re WINNING
americans endure 2 weeks of mild market volatility and LOSE THEIR SHIT
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@StockSavvyShay this collapse will make WeWork look like child's play.
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$UBER and $RIVN are partnering to deploy up to 50K autonomous robotaxis with San Francisco and Miami targeted for the first commercial launches in 2028.
Uber will invest up to $1.3B in Rivian through 2031 and the fleet will run exclusively on Uber’s platform.
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@Greencandleit Buffett is optimizing for optionality inside the existing system. Saylor is optimizing for ownership of a harder monetary asset through capital markets.
Different mandates. Different risk models. The real question is which framework ages better as fiat credibility weakens.
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Warren Buffett sat on $300 billion in cash waiting for a crash.
Michael Saylor went $40 billion into debt buying Bitcoin. One of them is up 700% in 4 years.
The other is sitting on a pile of depreciating paper waiting for permission from a market that already left him behind.
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@RJScaringe @Uber what chips will you be using to create your model of autonomy? Nvidia?
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I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis.
This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles.
The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.
Rivian@Rivian
A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber
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@ArcMak3r @SawyerMerritt Yea it’s extremely fucked up. I own 3 Teslas and two of them have FSD bought n paid for. The fact we don’t get to experience v14 is messed up. Truly ignoring the early diehard supporters.
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@SawyerMerritt For V3? Bc for us that bought it straight up from the beginning… we gettin scammed
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NEWS: Elon says FSD V14.3 will be released wide in a few weeks.
“It’s in testing right now.”
Elon Musk@elonmusk
@DBurkland @pbeisel It’s in testing right now. Wide release in a few weeks.
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@BitcoinJunkies Such a wild timeline. Basically by 2044 its all over. A 0.097 block reward means around 13.9 btc rewarded to all the miners per day. Literally only 13.4 btc per day to dump on the market. Roughly only 5000btc to bid for a year. If we get $1milly btc by 2034. Its $10 mil by 2044.
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Bitcoin has 32 halvings
We've only seen 4
Let that sink in
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Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield.
This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores.
By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design.
If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half.
And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
phil beisel@pbeisel
Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.
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@RedLex62 @SawyerMerritt @Tesla Uber has no fleet. The would need to buy a bunch of EVs fitted w Nvidia alpomayo to create their own robotaxi fleet.
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Co-founder of Uber, Travis Kalanick on Waymo vs. @Tesla self-driving:
"Waymo is obviously ahead. Their issue is manufacturing, scale, urgency, and fierceness. Then you’ve got Tesla: fundamentals, science, hard mode times 100. When does the ChatGPT moment happen for vision? It’s super inspiring, but what’s the timeline on it? And then there are a lot of other little guys that don’t really have the stuff yet."
(via new @theallinpod interview)
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You could literally -
- Stack 3 BTC today (~$210,000)
- When Bitcoin reaches $1M, that’s $3M
- Move $1M into income assets
Now you earn $80k–$100k/year
And still hold 2 BTC
Why aren’t people playing the long game?
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@WBCBaseball Trump is gonna have that entire Team USA executed.
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Team USA loses in the WBC Championship Game with a final score of 3-2.
This is the second straight WBC that USA has lost in the finals.
Congratulations to Venezuela 🇻🇪
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I don't think the dividend is funded by selling more of MSTR. I believe they are borrowing money using their bitcoin as collateral. They pay the interest on the margin loans but will never pay back the principle because they believe Bitcoin will always go up. They use that borrowed money to buy more Bitcoin and on it goes. It's a positive feedback loop. The only thing that kills this is if Bitcoin goes to zero.
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@RetireonDividen I want to be a believer in STRC but it seems very risky when the dividend obligation is literally paid by selling future shares of stock. If no one buys in the future, the flywheel collapses. How do you justify this?
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Once Strategy raises that dividend to 12%, we’ll be getting a sweet ass $1 per month for every 1 share owned.
Then your $1M next egg will pay you $120,000 per year tax deferred for 8.3 years.
Who here owns STRC now and for the long term?
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@BestMovieMom Cinema is doing all it can to survive. A praiseworthy attempt but futile.
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The movie year we’re about to witness is INSANE
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@brian_armstrong Getting old is not a disease, it’s part of the cycle of life. Immortality, on the other hand, is a curse.
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Getting old shouldn't be viewed as inevitable, just because it happens to everyone. It's a disease that kills over 100,000 people a day, and hopefully it will be optional in the future.
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@brian_armstrong Getting old is not a disease. It's the natural progression of life. If you believe in such a thing as a soul, aging brings us closer to the truth.
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