MaxWatts

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MaxWatts

MaxWatts

@DJL01

Katılım Aralık 2009
1K Takip Edilen220 Takipçiler
MaxWatts
MaxWatts@DJL01·
@MarkoMatvikov Shadow IT was an issue when SaaS came about ... I shudder to think what Agentic AI tools like Co-Work or Perplexity Computer bring. I used to be in Enterprise IT and the battles you would have with curious Finance workers who wanted to deploy their own things without IT friction.
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Marko Matvikov
Marko Matvikov@MarkoMatvikov·
“Macquarie research produced a report today about the impact of AI on banking employment - looking at how good it’ll be for cost cutting and higher profits. The most likely base case, according to Macquarie, is 18% reduction in jobs, gradual adoption 9% and rapid adoption 30%. Now, there are 185,000 people employed by the banks - 18% of them is 33,000 and 30% is 56,000 people. But of course, Macquarie could be wrong.”
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MaxWatts
MaxWatts@DJL01·
@RihardJarc People also don't realise that Apple runs a large number of their services on AWS infrastructure and are a huge customer of their cloud services. Seeing a lot of people claim apple has won AI because of hardware... Maybe but Amazon will also benefit from that growth.
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Rihard Jarc
Rihard Jarc@RihardJarc·
In all of this macro stuff, a lot of people missed an important remark by $NVDA's Jensen about $AMZN's AWS at the Morgan Stanley TMT conference a few days ago: "We expanded OpenAI's reach of capacity to AWS, we're ramping AWS like mad. We're ramping, them as hard as we can..." AWS growth is about to accelerate significantly in the coming quarters, driven by new OpenAI compute demand on AWS, Anthropic's surge in inference demand, and Agentic AI driving demand for CPUs and other "legacy" cloud services.
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rasmr 🇱🇧
rasmr 🇱🇧@rasmr_eth·
i've heard rumors about who ZachXBT is about to expose for insider trading “the most predatory onboarding exchange for normies, Moonpay”
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MaxWatts
MaxWatts@DJL01·
@davidasinclair Always said a high vo2max is hard to flex like a watch or car or looking thin under clothes or even bodybuilders showing their physiques. The majority of people don't train for it unfortunately. I'd like to see all the "fit" fluencers online do vo2Max tests 🤣
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David Sinclair
David Sinclair@davidasinclair·
Higher VO2 max is associated with 5-fold lower mortality risk. Train!
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MaxWatts
MaxWatts@DJL01·
@SpacePirateSOL @EB7 perhaps using wording like delayed rather than indefinite would have been wise?
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Space Pirate
Space Pirate@SpacePirateSOL·
@EB7 bruh dry your tears, it's just delayed, don't get your panties in a wad
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Erick 🦦🫟
Erick 🦦🫟@EB7·
Rest in Piss $Jup and jupiter. They really made you morons believe the people getting the airdrop were “farmers” News flash they were users, the ones generating revenue for jup to be able to make money off fees to be able to buy back and actually succeed. Lost the trust of the users, lost a huge amount of future revenue, fooled all the “stakers” into thinking they were the important ones and got them to vote their way. In a highly competitive market filled with great products, giving away market share over such a small airdrop was the dumbest move in a long time.
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MaxWatts
MaxWatts@DJL01·
@ideacasino you need to be running 20 openclaw agents doing this you mean ...
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Tom Mitchelhill
Tom Mitchelhill@ideacasino·
If you're under 25 and live in Australia, you need to be running an elaborate NDIS fraud scheme out of a trap house in Western Sydney if you want to escape the permanent underclass
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MaxWatts
MaxWatts@DJL01·
@XFreeze don't knock Japanese 7-11 snacks tho they were likely the only positive thing that was taking place.
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X Freeze
X Freeze@XFreeze·
Stargate turned out to be a SCAM $500,000,000,000 announced with Trump, cameras, fanfare, Masayoshi Son, Sam Altman, and Larry Ellison Behind the scenes, it's a total clown show The "partners" were deadlocked in Tokyo fighting over control, literally fueled by 7-Eleven snacks SoftBank is exploring 90% debt financing because they had less than $10B actually secured from day one Elon Musk called it instantly on announcement day, Jan 22, 2025: "They don't actually have the money" Elon was right. Again $500B in hype. A mountain of debt in reality. The biggest AI vaporware flex in history
X Freeze tweet media
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Camus
Camus@newstart_2024·
Mel Gibson in 1987, absolutely furious on Australian TV about foreign aid: “They give millions interest-free to Red China, North Vietnam, South Korea to build steel industries… and the Australian taxpayer pays the interest. Then those countries compete directly with our own steel jobs. They tell us to be more productive while they fund our competition overseas.” He wasn’t mincing words: “I’m damn hot under the collar. And I care about this nation.” A 1:03 clip from 38 years ago that sounds like it could have aired yesterday. The more things change…
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MaxWatts
MaxWatts@DJL01·
Be mindful of all that volume whilst also fasting until 1pm. If your serious about calorie cutting maybe do that first with fasting then go into a period of muscle building? Get yourself a dexa done for starting baseline which is always helpful also maybe get your bloods done for hormone panel get a sense for your total & free T. Best not to tank yourself with too much calorie restriction whilst your doing all that lifting / cardio.
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Easy
Easy@EasyEatsBodega·
Have decided to get back into shape during this market lul Some straight forward things im focusing on - lifting 3-4 days a week - cardio 6 days a week - 1 full rest day - tracking calories entirely - intermittent fasting, no calories after 8pm or before 1pm - 150 grams of of protein daily - 8 hours of sleep a night - Retatrutide Am I missing anything?
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MaxWatts
MaxWatts@DJL01·
@itschrisray @StockSavvyShay This is similar to those saying businesses could just move back to On-prem hosted data-rooms because MacMini's are all the rage. Seeing a lot of big names who don't understand how Enterprise Cloud environments work.
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Chris Ray
Chris Ray@itschrisray·
Huge disconnect in thinking here. People can be so dumb. This new Security feature is useful for vibe coders already vibe coding. That’s it, full stop. Enterprise businesses aren’t going to throw out their security software to have someone in their IT department vibe code a new company-wide security solution.
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Shay Boloor
Shay Boloor@StockSavvyShay·
People think Claude Code security is coming for $CRWD, $ZS, $PANW, $NET or $RBRK. This is what “AI-native security” looks like in practice.
Shay Boloor tweet media
Shay Boloor@StockSavvyShay

Anthropic launched Claude Code Security in limited research preview, scanning codebases for vulnerabilities and suggesting targeted fixes. Cybersecurity stocks like $PANW, $FTNT, $ZS, $RBRK & $CRWD are lower on fears AI-native security tools could pressure parts of the stack.

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blockgraze
blockgraze@blockgraze·
"bro have you tried clawdbot it's so insane" "a little but not much, what do you use it for" "it's crazy many you can do anything with it" "what are you doing with it" "you gotta try it" "try it for what" "don't get left behind man"
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MaxWatts
MaxWatts@DJL01·
@escotradingg @functi0nZer0 I've seen people say that Clouds are now dead and Apple has won AI ...due to some Mac sales? Something about Chamath predicting that business will go on prem again? As someone who worked in IT and went through the physical, VM, on prem to IaaS to AWS cycles ... NO.
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esco
esco@escotradingg·
@functi0nZer0 i still just think its so weird to be buying mac minis for stuff you can easily have in the cloud.....
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laurence
laurence@functi0nZer0·
Apocalyptically oneshotted lol lmao
laurence tweet media
Alex Finn@AlexFinn

Its so obvious the path this world is going down. So I spent another $10,000 My vision has never been clearer. Open source AI models are now equally if not more powerful than closed source ones We will soon all have private personalized super intelligent AI agents running locally on our desks 24/7 The people who don't do this in the future won't have as much economic power The people who do will have all the economic power in the world I'm going all in on this vision My 2nd Mac Studio has arrived. I have 2 more coming. I will have 4 Mac studios and a Mac mini running 5 concurrent OpenClaws with 7 different super powerful local models performing tasks 24/7/365 for me I will interface with them, and they will coordinate with each other. Talking, planning, building all hours of the day. No need for sleeping or eating. I will build a digital society humanity has never seen before I will push the limits of what is possible with AI agents and local intelligence. I will redefine what is possible for one person to achieve in a life time I will share everything I build and learn with you. It will be glorious. If you're reading this, the future is going to be incredible. But the thing is, it will only be incredible if you do something about it. Don't let society control you. Take control yourself. Break free from your shackles.

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MaxWatts
MaxWatts@DJL01·
@nicrypto Also Apple runs parts of their own services on AWS and Google so it's not like they couldn't use the capacity as the other Hyperscalers expand ... Not just AI expansion. If all devices in the world are AI enabled...they likely talk to a Hyperscaler.
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MaxWatts
MaxWatts@DJL01·
@nicrypto What happens if we see the end of Operating Systems or Apps as we know them? Is the hardware sales enough?
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Nic
Nic@nicrypto·
What if Apple won the AI race by barely running? - Meta burning tens of billions. - Microsoft writing blank checks to OpenAI. - Google racing to defend search. Meanwhile Apple… basically did nothing. Didn’t torch $100bn on AI capex. Didn’t build massive model training farms. Didn’t panic. They skipped the arms race and picked Gemini. Now they’ll integrate it into the tightest hardware + OS ecosystem on the planet. And they carry none of the balance sheet risk the others took. It’s funny because in the back of everyone’s mind was the same question. Where is Apple? Turns out sometimes the winning move in a spending frenzy is simply not to play.
Nic tweet media
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MaxWatts
MaxWatts@DJL01·
@notthreadguy And yet @elonmusk the guy who would be most excited to talk about other life forms says in all his experience with SpaceX he's seen nothing .......
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threadguy
threadguy@notthreadguy·
a former president publicly confirmed aliens are real and nobody fucking cares we might be cooked 😭
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MaxWatts
MaxWatts@DJL01·
@inversebrah They are the only ones capable of saving us from AI destruction.
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MaxWatts
MaxWatts@DJL01·
@stevenmarkryan @WR4NYGov Bryan Johnson as a reference .... he's strong AF to a point he feels is scientifically proven to be optimal for longevity but relatively lean and small by comparison to muscle builders.
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stevenmarkryan
stevenmarkryan@stevenmarkryan·
Yes. Once you have a minimal threshold of muscle mass, extra mass adds little for longevity but adding STRENGTH adds protection and makes you harder to kill. FWIW, I still haven't seen any compelling evidence that muscle mass (rather than strength alone) makes a difference for longevity. Every study I've read conflates muscle mass with strength. They are NOT the same thing. You can have plenty of muscle that doesn’t work well. You can also be EXTREMELY strong with average muscle mass. Just look at a 145 or 163lb power lifter. If people want to get jacked for aesthetic reasons, go for it. But study after study is misleading people into thinking muscle mass and ONLY muscle mass (not strength) is what matters. I would expect 9 times out of 10, a 75 year old, 163lb ex-powerlifter who still pulls 500+ to outlive a 75 year old 230lb ex-NFL quarterback who has 40lb more muscle mass but hasn't lifted for 40 years and is weak as piss while still being HUGE. If muscle mass was what really mattered, everyone could probably just do a cycle or three of a bunch of SARMS (under supervision), add 40lb, keep 25-30lb of it with PCT and being lifelong TRT to retain the muscle mass without anything more than occasional maintenance lifting and live happily ever after.
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MaxWatts
MaxWatts@DJL01·
@JLKHatesYou Same, airline denies frequent flyers loyalty points and instead gives them to shareholders only. What happens next? Oh look ... Other airlines.
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Rev Run
Rev Run@JLKHatesYou·
Mark my words, if option 2 wins I will never use Jupiter again I’m so deadass
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MaxWatts
MaxWatts@DJL01·
Would love to hear your view on Business bringing back these Apps in house or on prem via their own hardware? Also all the big names are SOC2 compliant etc, many companies will drop SaaS and build their own ... thus we run into Sec concerns. I'd rather my insurance provider use a proven SOC compliant solution then build their own weird system putting my details at risk?
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Jordi Visser
Jordi Visser@jvisserlabs·
The panic in software isn’t about valuations. It’s about duration. AI is collapsing the replacement cost of capability. When competitive cycles compress from years to months, moats stop buying time. Democratization in. Concentration out. Read My Latest Substack:visserlabs.substack.com/p/the-saas-pan…
Jordi Visser tweet media
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MaxWatts
MaxWatts@DJL01·
@rektmando Do we fade the view it taps the 200 Week at some point during a mid term year? I'd love to ... but so far the patterns have played out so I'm afraid to haha.
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Mando
Mando@rektmando·
starting to feel like a good time to double down into crypto
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Keşfet

@MarkoMatvikov @RihardJarc @Tyler_Did_It @rasmr_eth @davidasinclair @SpacePirateSOL @EB7 @ideacasino