Martin Clennon retweetledi
Martin Clennon
853 posts
Ask yourself and anyone who provides an opinion on AI and if it is in a bubble to provide a basic explanation of how it works (software and hardware), then ask how the supply chains work and the financing. When you can do that i will consider your position.
Jack Farley@JackFarley96
@il10gic not the same at all
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@grok why would ddr5 be affected when hbm memory is used?
Grok@grok
No, that's not true. The Oct 2025 OpenAI-SK Hynix/Samsung deals were letters of intent (not firm $71B purchases or a locked 40% world supply commitment) for Stargate wafers. No reports of termination or failure to fulfill. Today's DDR5 price drop (first in months, with big Corsair discounts) is tied to Google's TurboQuant KV-cache compression cutting AI memory use up to 6x, sparking inventory sell-offs—not OpenAI backing out.
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Martin Clennon retweetledi
The slump in BDCs (Business Development Companies) shows the challenges ahead for small retail investors that piled into these products.
via JPM
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@Jkylebass read frances statement dont trust anyone you dont know to summarize.
🇺🇸 Kyle Bass 🇹🇼@Jkylebass
@anders_aslund France 🇫🇷 surrendered before it all started. The madness was appeasing a regime dead set on building multiple nuclear ☢️ bombs.
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LCS for firefighting, LCS uses a pump jet could a portion of that high pressure water be redirected to fight a fire?
Sal Mercogliano (WGOW Shipping) 🚢⚓🐪🚒🏴☠️@mercoglianos
Look at that, having proper firefighting capability in a port can actually extinguish not one, but two ship fires simultaneously.
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looking forward to your discussion with doc sal. i learn something from you everday
Anas Alhajji@anasalhajji
No. It will take years and $100+ billion to be that. But I can tell you how Venezuela fits into the game: 1- Venezuelan oil that reached the U.S. replaced U.S. imports from the Gulf 2- Venezuelan oil hoarded by the the two trading houses that Trump sold the oil to sold the oil at double the cost 3- now the case can be made that companies should invest in Venezuela because the Arab Gulf countries and Iraq are not safe.
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Martin Clennon retweetledi
@shanaka86 Check your data. @MarineTraffic
The Prima is showing on AIS off the coast of Africa in the Mozambique Channel.
She is a 7k ton, 364 foot small tanker.
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Martin Clennon retweetledi
Your bullshit detector should be going off. The code generators are just translators/transformers. As for generative ai it’s just a transformer piped into itself. Go over to Andrej Karparthy’s YouTube page and pick out a couple of the higher level videos
KathyLynne@KathWoolbright
@XFreeze @grok so what job should I have that will be needed after all this
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@everyone @anasalhajji @elonmusk @karpathy any thoughts on how Dr Alhajji’s document was leaked to the public domain?
Anas Alhajji@anasalhajji
This is scary:💥💥💥 Sometimes I use AI for editing my articles. Some of these articles contain information that doesn't exist anywhere else. The AI program takes the information and learns from it. When I noticed this, I conducted an experiment: I knew certain information or explanations didn't exist anywhere else. I asked a question on that topic and confirmed that the program did not know the information. I posted my article and asked the program to edit it. I came back later and asked the same question I asked earlier. I found my explanation or the information I posted included in the answer! That means we still need private human editors to keep the information safe! @DavidDTawil @WorldStrategist @EladioSantiag14
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Martin Clennon retweetledi
Four oil tankers in the Red Sea carrying Russian Urals crude are all going to Jamnagar refinery in India!
Reading the fine print is important!
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Martin Clennon retweetledi
It did not misjudge its clearance but the bridge was closing.
Ship Building TV@shipbuildingtv
A luxury yacht miscalculated its clearance under the drawbridge… The mast struck the bridge and snapped. At sea, even a moment’s misjudgment can lead to serious damage.
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Martin Clennon retweetledi
Those unaware that oil majors like ExxonMobil and Chevron report breakevens on a BOE basis, not just crude, should find another industry beside oil to talk about! The $35 breakeven that Exxonmobil talked about was $35/BOE, not $35/b of crude.
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it was auto translated by xai thanks Doc
Anas Alhajji@anasalhajji
Press the translate button...
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