Tyson Rothmen
118 posts
Tyson Rothmen
@thenormaltrader
Following the trends, Husband, Father. Tweets are my own. Not Financial Advice
가입일 Kasım 2023
9 팔로잉34 팔로워
This means $orcl funding is secured. Wake up!
$meta $tsla $goog $amzn
unusual_whales@unusual_whales
BREAKING: Trump administration is discussing a possible government stake in OpenAI, per CNBC
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$orcl backlog being secured via gov’t stake in openai is no joke the easiest trade of my lifetime
$crwv $nbis $iren $cifr $be
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Let me make it easy
Gov’t said they will take stake in AI companies
Gov’t doesn’t like anthropic
Openai will be the suitor and get theoretically unlimited funding secured by agreement
$orcl 520 billion backlog gets 100% guaranteed via openai
Oracle goes to $400
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@Glitch_Trades You think that’s your call or the fact that the whole market is getting crushed? 🤣🤣🤣🤣🤣🤣
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Warned you all.
$CRWV down 6% today.
$IREN down 8% today.
Glitch@Glitch_Trades
Not a fan of $CRWV and $IREN yet. Ideally they see a bit more blood and we'll crank a banger off them soon.
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@edzitron I wonder what happens next. Innovation. Big AI companies bring down the costs through innovation. What a crazy concept. 🤣✍️
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@thenormaltrader @edzitron Ed has addressed this argument over and over again.
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OpenAI is absolutely cooked. This is loser language. You can’t be four years into the bubble saying “yeah our customers have a huge issue with how expensive our business is.” You just raised $122 billion! You can’t say shit like this!
businessinsider.com/sam-altman-ope…
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I kind of laughed off $rum pulling the $bird “move toward AI”, but holy shit a 270m cloud agreement backed by $nvda GPUs? Officially have become intrigued!
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$rum did I read correctly that rumble signed a GPU deal? Holy shit when did they shift to that
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@Tsukikira51 @edzitron And bottom line is if that “endzone” is within reach other investors step in. The endgame has been seen application wise. Token usage is not the issue in the grand scheme. Gov’t intervention would happen long before that
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@thenormaltrader @edzitron Ed understands the problem, read his blog posts. Application hasn't been solved, all that's happened is that they found a use via brute force tokenmaxxing.
The problem has always been that the kind of token spend necessary to do anything as an agent is too expensive.
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@Tsukikira51 @edzitron Yes and that comes down with optimization across all levels of AI. Exactly what companies like $arm and $amd are executing. Openai talks about how compute requirements relative to engine power. Compute prices come down over time as that happens too. It’s more $ to get to less $
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@ShannonJoyRadio Congrats to shannon. She outsmarted jensen!
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@edzitron AI has infinite demand, needs costs to be lowered for the consumers. That means more funding to do that. People are ridiculously stupid on the framing
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@Ross__Hendricks Dude holy shit congrats to ross hendricks. He figured it out. He needs to let Jensen know this asap!!! 🤣🤣🤣🤣🤣🤣🤣
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This has all the familiar hallmarks of the peak of an investment bubble
Stage 1: An influx of investor capital (i.e. dumb VCs with money burning a hole in their pocket) gives rise to fundamentally unprofitable business models (AI Labs)
Stage 2: This sends false price signals throughout the economy (i.e. selling compute at negative margins), causing massive misallocation of capital (businesses and employee workflows built around artificially cheap compute) .
Stage 3 (you are here): The false price signals inevitably clash with economic reality. In a race to show less horrific cash burn ahead of their IPOs, OpenAI and Anthropic have switched to consumption-based pricing models, and now we're suddenly finding out that companies like Uber and WalMart are cutting back on consumption
Stage 4 (coming to a stonk near you): Lots of paper wealth gets vaporized
Roger@rdd147
🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs. The company warns investors it’s the first time this has happened in Ai and something we never expected. The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users. $soxx $dram
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Altman is telling you that companies are blowing through spending limits on tokens… $orcl makes that cheaper. $orcl is so valuable. Exactly why openai will never have a revenue problem. They HAVE the demand and HAVE the application
$meta $msft $nvda $aapl $tsla unlimited need.
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And who benefits the most? Who is critical infrastructure? $orcl everyone.
Business Insider@BusinessInsider
Sam Altman said AI budgeting has recently become a "huge issue" for some companies, something that "never came up" earlier this year. bit.ly/4uxIGnv
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@rdd147 And anyone with a brain knows this means $orcl is going to go way higher.
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🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs. The company warns investors it’s the first time this has happened in Ai and something we never expected. The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users.
$soxx $dram
Business Insider@BusinessInsider
Sam Altman said AI budgeting has recently become a "huge issue" for some companies, something that "never came up" earlier this year. bit.ly/4uxIGnv
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