Bo H

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Bo H

Bo H

@DBoHi_C

yo

San Antonio, Texas Katılım Şubat 2014
582 Takip Edilen531 Takipçiler
Ryan Brauninger
Ryan Brauninger@R_Brauninger·
4 years, $68 million 💰 Still the best #TXHSFB player I’ve ever covered
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Bo H
Bo H@DBoHi_C·
@GaryMarcus Isn’t colossus 2 operational
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Gary Marcus
Gary Marcus@GaryMarcus·
Hot take on Elon’s surprise decision to rent 30 megawatts of compute to Anthropic: 1. It’s a tacit concession that xAI is not all that close to AGI (despite what he suggested last year). 2. It’s more evidence that pure scaling doesn’t get you to AGI. 3. If xAI turns out to be just another cloud company, in an increasingly crowded market, SpaceX investors very likely overpaid. 4. The very fact that xAI *has* an enough of oversupply to sell some to a big competitors doesn’t bode well for hyperscalers. We may very quickly find ourselves in a world where supply outstrips demands and prices drop precipitously. 5. Customers win but … 6. Companies like Amazon, Google, Meta, Microsoft and Oracle could all take a hit, especially given what they have done to their cash flows to build up their cloud compute resources.
Lisan al Gaib@scaling01

Anthropic rents out the entire Colossus 1 datacenter from xAI / SpaceX with over 220,000 Nvidia GPUs including approximately 150,000 H100 GPUs, 50,000 H200 GPUs, and 30,000 GB200

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Bo H retweetledi
Justin Spittler
Justin Spittler@JSpitTrades·
How I sound after doing five minutes of research on my semiconductor holdings
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Bo H
Bo H@DBoHi_C·
Nothing more annoying than tweaking your trap. Can’t move my mf head
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Tesla earnings call just ended.
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Texas Storm Chasers ⚡
Texas Storm Chasers ⚡@TxStormChasers·
Flood threat increasing tonight from the eastern Hill Country into San Antonio and New Braunfels. Several spots already had 3 to 5 inches of rain today, and more heavy rain may redevelop overnight. Flooded roads and rising creeks are the main concern. Blog/Video details: texasstormchasers.com/weather/flood-…
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Colin
Colin@colin_gladman·
Trolls… I’ll give you overnight to delete. Then I’m coming for you. All of you.
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Tyler Neville
Tyler Neville@Tyler_Neville_·
This is a wild chart on Golf vs. Data Centers. Bottom line- people like golfers more than tech bros trying to centralize the world in AI dystopia 😂
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QE Infinity
QE Infinity@StealthQE4·
POLITICO: Republican insiders believe if we put boots on the ground in Iran the GOP will lose 60-70 seats in the House. Political suicide.
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Colin
Colin@colin_gladman·
Ok let’s play again! Teeing up at TPC Scottsdale Stadium course today. Guess what I’ll shoot from the tips and get one month free in my trading room or $300 cash. 7261 from the tips. Weather is much windier today than yesterday. Wish me luck!
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Colin
Colin@colin_gladman·
Let’s have some fun. About to tee off at the Phoenician. Guess what I’ll shoot from the tips. Winner gets $300 or a month in my discord. Will be making every putt and playing it down. 6518 yards from tips. (If same people guess it, whoever posted first wins)
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nic carter
nic carter@nic_carter·
good feature
nic carter tweet media
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ΛI DRIVR
ΛI DRIVR@AIDRIVR·
Bioweapon Defense Mode is a GODSEND for allergies I’m at my parents right now sneezing uncontrollably with itchy red eyes. 5 minutes sitting in Model Y and I am a new man super underrated feature
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Bo H
Bo H@DBoHi_C·
@tszzl Same way I felt
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roon
roon@tszzl·
project hail mary was unfortunately a middling adaptation of a good book. the script has the unfortunate affect of “language model populism” - where every single line has to be some sort of punched up comedic zinger yet still unremarkable. visuals were uninspired and trite and more or less identical to other space movies. everything good about the film comes from the wonderful world scaffolding of the book and the hard science fiction of it all that lets you suspend disbelief on the alien rocky the movie doesn’t really try to get into the xenolinguistic stuff even at the depth the book tries (someone called it “arrival for idiots” which unfortunately hit ) the thing that elevated the book is the commitment to a hard science fiction engineeringporn fiction at a level nobody else is able to write. the direction of the movie doesn’t really convey the same feeling successfully, and you’re left with flat characters, an alien that is more human than several humans i know, and a marvel populism gosling and the german woman are great as actors, but this movie will not be remembered in a year. it is disappointing to see people do so little with a quarter billion, insane acting talent, and incredible source IP
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Colin
Colin@colin_gladman·
Noobs welcome! Link will be posted one hour before close. 🚨20 spots🚨 ⏰ Be Ready⏰
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Mckay Wrigley
Mckay Wrigley@mckaywrigley·
as an aside, anyone who may have followed me for a while on here might have a certain idea of who i might be. but the version you see of me here is a bit like golden gate claude where you’re seeing one of my traits - mostly tinkering with ai - dialed to an 11, and then spun through an algorithmic feed. if there is one thing i would like you to know about me, the *actual* me, it’s that i do not bend the knee for anyone or anything. i believe in values, and i believe in being principled. i am not perfect, but i try to abide by my values at all times - especially when it may not be convenient, as it is now. though i am not religious, i am, privately, very spiritual. i’ll avoid the pedantic differences between the two, but i have a few beliefs about a few things… and i very, very much look forward to the day when i get to stand before god and declare with proud certainty that i did not sell my soul.
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Mckay Wrigley
Mckay Wrigley@mckaywrigley·
when someone tells you who they are, believe them. it is absolutely horrifying that these people run the united states of america. god bless anthropic. may liberty & democracy prevail.
Secretary of War Pete Hegseth@SecWar

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our position has never wavered and will never waver: the Department of War must have full, unrestricted access to Anthropic’s models for every LAWFUL purpose in defense of the Republic. Instead, @AnthropicAI and its CEO @DarioAmodei, have chosen duplicity. Cloaked in the sanctimonious rhetoric of “effective altruism,” they have attempted to strong-arm the United States military into submission - a cowardly act of corporate virtue-signaling that places Silicon Valley ideology above American lives. The Terms of Service of Anthropic’s defective altruism will never outweigh the safety, the readiness, or the lives of American troops on the battlefield. Their true objective is unmistakable: to seize veto power over the operational decisions of the United States military. That is unacceptable. As President Trump stated on Truth Social, the Commander-in-Chief and the American people alone will determine the destiny of our armed forces, not unelected tech executives. Anthropic’s stance is fundamentally incompatible with American principles. Their relationship with the United States Armed Forces and the Federal Government has therefore been permanently altered. In conjunction with the President's directive for the Federal Government to cease all use of Anthropic's technology, I am directing the Department of War to designate Anthropic a Supply-Chain Risk to National Security. Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic. Anthropic will continue to provide the Department of War its services for a period of no more than six months to allow for a seamless transition to a better and more patriotic service. America’s warfighters will never be held hostage by the ideological whims of Big Tech. This decision is final.

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