Kamra47
128 posts
I was told that this little company called Strategy was on the brink of irreversible destruction... ...but they just raised $7.5 billion in the last 90 days? Can someone chime in here with how this is possible? I was told liquidation was imminent?
UNPOPULAR OPINION: Every time AI5 production timelines slip, it becomes more and more likely that Tesla's in house inference compute will be overtaken by @NVIDIA edge inference chips.
I talked with @jvisserlabs about the Fed’s interest rate cuts, the U.S.–China trade dynamic, and what they signal for global markets. We also dive into Bitcoin, AI, and tokenized assets — explaining how these forces, alongside Tesla’s innovations, are shaping the next major investment cycle. Enjoy! YouTube: youtu.be/Pry8GotwAeA?si… Apple: podcasts.apple.com/us/podcast/the… TIMESTAMPS: 0:00 - Intro 1:14 - Fed rate cut and market reaction 3:40 - US - China trade agreement and impact 7:00 - How to navigate government shutdown, labor market, and AI 21:09 – Generational divide, wealth gap, and rise of socialism in politics 25:52 – Bitcoin sentiment and why investors are frustrated 32:27 – Tokenization, stablecoins, and the future of payments 37:46 – Token revolution and the merging of AI & crypto 41:33 – Tesla, robo-taxis, and the future of self-driving cars
About a year ago, this site near South Bend, Indiana was just cornfields. Today, it’s 1 of our U.S. data centers powering Project Rainier – one of the world’s largest AI compute clusters, built in collaboration with @AnthropicAI. It is 70% larger than any AI computing platform in #AWS history, with nearly 500K Trainium2 chips, and is now fully operational with Anthropic actively using it to train and run inference for its industry-leading AI model, Claude (providing 5X+ the compute they used to train their previous AI models). We expect Claude to be on more than 1 million Trainium2 chips by the end of year. Will help enable the next generation of AI innovation as we further extend our infrastructure leadership. aboutamazon.com/news/aws/aws-p…
I want Ripple and XRP to succeed at an insane degree such that the entire industry moves forward. But the fact is that the community does not argue with facts, even though the data is readily available. And as a longtime engineer and truth seeker, that bothers me. It is totally fine to believe that things will improve in the future. Maybe everyone WILL be using XRP instead of digital dollars to send money. Maybe Ripple through M&A (using the money they've earned from selling XRP to you) is buying their way into massive scale. All could be possible. But that's not what's happening today. Data directly from @xrpscan: - Active daily accounts shows no 3-year improvement, hovering around 25,000 daily active accounts. This year, Solana is averaging over 2.5 million daily active accounts. That's 100x. - "Successful payments" - e.g. transactions in fairness has grown about 50%, but the total daily transactions, around 1.5 million per day, is outclassed by Solana which is handling about 100 million per day. - XRP transfer volume today is about $50-60 billion per month. However, Solana's October STABLECOIN transfer volume alone, which is a small subset of all network assets, was almost $2 trillion. Just to anticipate the replies, which are usually a combination of "oh it's all fake, bots, etc." - this can't be substantiated with data and the data provided here for Solana excludes wash volume (h/t Blockworks). Given both XRPL and Solana have similarly low transaction fees, there's no reason why Solana would uniquely attract bots that XRPL wouldn't. In conclusion, it is very possible that XRPL wins. But the traction so far has been extremely mediocre, given the immense value of the network and the time in market. And if you hold XRP as an investment, you need to seriously consider how much longer it's worth waiting around.
