Sin

Thank god for Zach Benson

@patrick_oshag @blknoiz06 @dylan522p @jvisserlabs

Every conversation I have with @dylan522p, I'm really just trying to understand the supply and demand of tokens. This is a unique episode in that it's entirely dedicated to talking about both sides of that equation. We discuss: - The infinite demand for the newest models - @SemiAnalysis_ going from $10K on AI spend to $7M - Mythos and Anthropic's compute problem - Why TSMC spending $100B on CapEx could cause a shortage - Robotics as next demand wave - Why memory prices will double again This is my second conversation with Dylan and find myself needing to speak with him more and more often to make sense of it all. Enjoy! Timestamps: 0:00 Intro 1:00 Surging AI Spend 10:27 Token Demand 16:21 When Ideas Are Cheap and Execution is Easy 20:46 Model Hoarding 22:34 Robotics 27:03 The Compute Bottleneck 30:26 The AI Permanent Underclass 31:39 Supply Chain Reality 37:47 CPUs 42:54 Predictions: Public Backlash

We're just getting started. ⚔️ #LetsGoBuffalo | #sabrehood

⚔️ THE BUFFALO SABRES ARE GOING TO THE STANLEY CUP PLAYOFFS! ⚔️   #LetsGoBuffalo | #sabrehood

Sabres fans defacing street signs to make sure everyone knows the enormity of the moment >>>

@BitcoinNews @_dsencil @graminitha1 @2084Richardson @markjeffrey an account with 3.2M can’t be wrong right?

Bittensor might be the clearest example yet of the ‘crypto is for machines’ thesis. The system is too complex for humans, so agents will allocate, trade, build, and operate the network themselves. @_dsencil @graminitha1 @2084Richardson x.com/BitcoinNews/st…

@CMDeDominicis Such a phenomenal message

Great send off by Mike Tirico to put a bow on it all. Not just hockey but I’ll miss waking up to sports being on every morning. Olympics rule.

@Buccigross Tage / Macklin #bucciovertimechallenge

@Fxhedgers @APompliano

MARYLAND BRIDGE REBUILD COSTS SOAR TO $5.2B, MORE THAN DOUBLE ORIGINAL ESTIMATE OFFICIALS PROVIDED Maryland officials say the rebuilding of the Francis Scott Key Bridge will take two years longer than initially thought and will cost more than twice the initial price tag. The Monday announcement comes just a day before the National Transportation Safety Board is set to meet regarding the cause of the 2024 bridge collapse that left six people dead. Monday's new projections say the project won't be completed until 2030, and it will cost up to $5.2 billion, authorities told the Washington Post. Full article: msn.com/en-us/news/us/…

@MelMattison1 @LukeGromen

Guys like @LukeGromen have said there is no way out of this without negative real rates, in other words, manipulate the bond market. Then we have the Fed cutting, and an uber-dovish chair guaranteed to be in the seat within next 6-7 months. We have an MMT-leaning administration ramping up Treasury buybacks. We have AI leading to layoffs which translate to margin growth for the bulk of S&P/NDQ market cap. Tariff revenue will soon become redistributed to the American people. UBI-light is on the way. The FED is cutting out QT and will begin de facto QE soon under the guise of keeping the Fed balance sheet equivalent to NGDP growth. And you want to fade this market... good luck.

@xBuffaloAnth This and the Tommy Salo goal against vs Belarus in the Olympics…. No idea why

I have no idea why, but that first Novotony goal is a core memory for me. Nothing special about it, but I probably remember it more vividly than any other goal I’ve seen, aside from the Pominville OT goal against Ottawa.

@jvisserlabs Got my coffee ready for this one

Rare Earths. Liquidity Panic. The China–US Deal. This week’s video breaks down the real chokepoints in the AI economy, from dark factories in China to humanoid robots, recursive AI, and the physical bottlenecks driving markets. Why this deal may decide how (and when) the Singularity happens. 📉 Liquidity panic is rising 🤖 Humanoids are coming ⚙️ Rare earths are the weapon Watch here 👉youtu.be/V7icF8iYqHc

@Scobleizer @bittensor @markjeffrey escape velocity, it’s happening 👀👀

Tomorrow I will run an interview with a @Bittensor cofounder that I did today (and I have a second one with another decentralized AI computing pioneer). Decentralized computing is how we get to super intelligence in a much more resilient way than closed source, walled garden LLM-based systems. Even @garymarcus will find it eye opening.

@CMDeDominicis Sounds like 3rd pair on the Sabres to me

🙋🏻‍♂️count me among the people thinking Rochester isn’t the best idea for Mrtka. There are areas of his game that need to be worked on that a pro league will eat you up as a 18 year old defenseman. You can see the talent and potential 100%. In Seattle he gets top pair minutes and special teams & he can go play for the Czechs in the WJC in a prominent role. We’ve seen the development struggles of a defenseman in Dahlin and Power at a young age.

@binance .@BuffaloSabres need one

Who’s up for a GM?

Thanks Kev

@RossdaBossTripp @markjeffrey Not how immigration works but sure pal

@B_Sinc1 @markjeffrey Might see you when you get deported back, never say never

Biden went out of his way to import 10 million illegals -- at blitzkreig speed -- flying them OVER our border checkpoints. This was done intentionally, deliberately, against our will, against the law. When a jewel thief is caught, do they get to keep the jewels? Of course not

@RossdaBossTripp @markjeffrey Kool aid tastes great - best of luck. See ya never

@B_Sinc1 @markjeffrey So no rebuttal to any of the facts you were presented with- keep drinking that kool aid Makes sense you left out education, you already know 😂

@RossdaBossTripp @markjeffrey Rip canada 🍁 Carney will save you next year

@B_Sinc1 @markjeffrey By your “feelings” metric 👍