@justalexoki Man lot of these optimizations are pointless . We gonna die one day anyways don’t go overboard
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Konol Tllo
1K posts
@cotterzz @IWillNotCompl14 @IterIntellectus None of these ppl have a answer for that . If I don’t have a job I sure as hell ain’t spending it on Amazon prime
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@IWillNotCompl14 @IterIntellectus So Amazon gets rid of it's 1.3 million employees.
What about it's 300+ million customers?
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i don't get people who say "there will be new jobs with AGI"
like how?
if AI and robots are truly better than humans at every job we have today, how is it possible for humans to still be competitive?
"but every time new tech arrives, new jobs pop up"
sure, for the AIs maybe, you don't see horses being hired for transport anymore.
if any job were to emerge in the post-AGI era, definitionally AGI would be able to do it better. any company that could be founded would be founded by the AGI before you got there. if it needs dexterity, a humanoid robot already has it.
i do not understand how people building cars can tell you with a straight face that there will still be an economy for carriage riders.
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@labubu_trader cerebras就像特斯拉，因为过于具有颠覆性，所以股价很容易一直高倍数吊在那里，哪怕现实中盈利惨淡，各种miss，财务数字看起来完全无法支撑估值。
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I will play this IPO for sure.
And already bought $WYFI as the proxy play.
3X Long Labubu@labubu_trader
Fuck there was an opportunity to buy secondaries at $1.8B back in 2024, and I skipped it as everyone around me(including me) thought it was a fucking scam
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One of the worst takes I have seen in a while
Ejaaz@cryptopunk7213
the #1 sign of an AI bubble popping is slowing demand for chips. TSMC just posted their slowest revenue month tsmc IS the ai chip market. they’re responsible for 99.9% of NVIDIA’s GPU production but the story is a little more nuanced: > revenue grew 17.5% in april, modest but not mind-blowing. > they’ll need to post blow-out May and June revenue numbers to signal confidence in the markets > demand for smartphone chips (which they produce) is slowing too. pricing is too high killing demand from consumers. tsmc is THE core bottleneck for AI. slowing demand might be a sign we’re due for a breather in the markets. let’s see how may and june pan out
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the #1 sign of an AI bubble popping is slowing demand for chips. TSMC just posted their slowest revenue month
tsmc IS the ai chip market. they’re responsible for 99.9% of NVIDIA’s GPU production
but the story is a little more nuanced:
> revenue grew 17.5% in april, modest but not mind-blowing.
> they’ll need to post blow-out May and June revenue numbers to signal confidence in the markets
> demand for smartphone chips (which they produce) is slowing too. pricing is too high killing demand from consumers.
tsmc is THE core bottleneck for AI. slowing demand might be a sign we’re due for a breather in the markets.
let’s see how may and june pan out
Bloomberg@business
TSMC reported a 17.5% increase in its sales, highlighting sustained spending by hyperscalers bankrolling the AI boom bloomberg.com/news/articles/…
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@Ren_aramb Do u buy it in ibkr ? If so do u gotta convert $ to sek?
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Hindsight is 20/20, but $SIVE / $SIVEF right now could be the generational run when you look back a year from now. Up 1,200% YTD and still plenty of room to run.
$AXTI did it in 2025, still going in 2026. Guess who is coming for that throne.
At $1.5B MC, 2x is in sight. After that, execution + US listing + institutional investment + guidance is what takes us to the +5000% generational run, 5x to 7x from here.
When things get this obvious, the big players come in. Expect institutions to flock in at any moment.
Looking back is easy. Looking ahead and having conviction is really, really hard.
Ren@Ren_aramb
So you’re telling me all I had to do was buy $AXTI one year ago and retire my entire bloodline?
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Honest take for $SIVE
If a failing shoe business $BIRD can go from $2.5 to $25 same day, when they mentioned AI And GPU
Why $SIVE a laser light source, a real AI bottleneck,in $1b mcap range, can not go to $15 in a couple of months?
While It’s peers $LITE trading in billions
TopInvestor@Matrix_B0SS
As $SIVE is the cheapest light source Stock price showing in SEK on $IBKR USD equivalent is only in $4 range It moves very fast up 25% and when goes down only 4% Next day again 25% up so it keeps going up mostly on weekly @Trading212 price is catching up for $SIVE
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@theaichbee @RichardHanania He just mad it turned out to be a 6foot + Chad
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Here is the TikTok video where the allegedly looksmaxxed version of Chirayu Rana came from.
I believe it’s AI.
The video comes from an influencer with 150K followers who just “happened” to be the one to find him.
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@atsourak @his_eminence_j Ye bro honestly anytime in last 15 yrs u listened to bears you got robbed out of generational wealth
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@his_eminence_j No I am staying long not listening to bears. The markets is strong and I am listening to it. If it shows weakness I have plenty of time to exit
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@catboosted @AbracadabraOwl No shade but Have u spoken to anyone who works at any of these hospitals ? Any admins ? Do you realize how entrenched these systems are ? How big of a undertaking moving these systems are
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@AbracadabraOwl Epic and it sucks ass. Whatever EHR Anthropic's AGI publishes will be superior in every respect
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There is no reason why Anthropic won't launch:
- Its own hospitals
- Its own chemical manufacturing (planned)
- Its own bank (already started a trading arm)
Labs become the Everything Economy. All white collar work is subsumed. All opportunity dies.
Raphael Schaad@raphaelschaad
MIT student asked a question earlier today that a lot of young founders are quietly wondering about: "Won’t the frontier labs just do everything?" Yes it's true that OAI/Ant are shipping at incredible pace, but it's quite easy to avoid their blast radius and build amazing startups: OpenAI is not going to build a cattle-herding drone, buy an old F-150 and drive from ranch to ranch like the founder of one of the fastest-growing YC W26 startups, Graze Mate. Anthropic is not going to integrate with dental insurance verification systems (Lance). Google is not going to navigate NATO procurement (Milliray). The value is in the last mile, not the model. Sales cycles require humans who understand the customer. And most importantly, the market is expanding, not shrinking: AI isn't cannibalizing the existing 1% software spend — it's unlocking the other 5-6% that was going to humans. That's a much bigger market for startups yet-to-be-founded than the one the labs are playing in. Now, what DOES seem risky? A thin UI layer on top of ChatGPT with no domain expertise; a general-purpose chatbot or assistant; or a product that gets obsolete when model capabilities improve. But — tools for specific industries; "full-stack" AI companies that actually are the service (AI law firm, AI accounting firm, AI uranium exploration company); or generally products where the customer doesn't want a tool but an outcome — are defensible ideas for startups.
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@shikhr_ @kentcdodds Why do they need mcp for it ? Isnt it just api calls under the hood
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@kentcdodds This is how they are doing it. Blender just release official MCP support. Anthropic snatched it immediately and showcased it in Claude. I just installed and used it in Codex.
x.com/shikhr_/status…
Shikhar@shikhr_
By the way, Blender MCP is available for everyone, not just Claude users. You can run it on Codex as well :)
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I'll give you one guess for how they're doing this.
Claude@claudeai
Claude now connects to the tools creative professionals already use. With the new Blender connector, you can debug a scene, build new tools, or batch-apply changes across every object, directly from Claude.
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@tenobrus Dawg most people who r inclined to buy 20$ sub can also afford 50$ sub . Unless u saying it ll become 200$
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@BoringBiz_ Bro it’s never enough . That’s the thing ppl don’t realize . There is always some friend doing better than you , I mean sure u can maybe reach the top dog status among your friend and then u make new friend who has more than you , but the point is wtf kinda life is that ?
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Recently grabbed coffee with a senior VP at a very well-known private equity firm
Well above $2M in net worth. Not enough to fully retire but can walk away for a better work life balance if he wants to
Just had a kid few months ago and now struggling to decide between continuing this career path or shifting to something that would let him spend more time with family
I asked him what is keeping him at the current firm, beyond just money
His answer was simple: "Insecurity. I might look back in 10 years and feel bad knowing that my friends are buying their second vacation homes while I walked away to chase an easier life. Whatever job or title I have next would not earn me the same respect"
That is when it really hit me
A lot of people stay in high-performing careers, not even because they need the money, but rather because they are used to a certain level of status and respect from people around them
This only gets worse as you move higher up the ladder and start spending time around people at the same level in terms of career or wealth
I asked him if he was okay if I posted this on my X and sought advice on what my followers would do.
He agreed.
So I am genuinely curious: what would you do if you were in his situation?
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@atelicinvest Bru that’s 100% ai generated content , by 30 ctos he means 3 broke friends of his he met at local bar
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@DeepDishEnjoyer What the fuck does economic blitzkrieg even mean
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@CryptoPicard @levelsio His gf is advisor or something to that company though and he does have a stake but he’s not hiding any of that
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@levelsio I have always liked Martin but also important to note that I believe his girl has a public company in this space and he is on the board I believe.
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Shkreli has a great track record calling out bullshit so when he thinks something is promising it probably is because he's highly critical
TBPN@tbpn
.@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister, but I think it's the belle of the ball." "Recently in Nature, and a few other preeminent journals, especially Chinese companies, have shown you can do MatMuls [matrix multiplication] with light." "It's actually pretty remarkable. Light goes to 100 THz. But more important than that is you can actually do 3D MatMuls, and they're O(1) in complexity," meaning they take the same amount of time no matter how big the problem is. "More and more of the chip and entire global computer infrastructure is going photonic. And maybe the whole thing goes photonic someday. And electricity is actually the odd man out." From his January appearance on the show.
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@vicE1398 @TheWuhanClan This man is rolling through an entire list of talking points to justify the war with Iran.
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If Trump puts a single boot on the ground in Iran I will not be voting for a single Republican at any level this November.
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@jukan05 How is Claude so good , and Gemini trash if both were trained on tpu
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China makes these "boneless" sofas, packs them in boxes and ship to the US. It might be alarming for IKEA.
Logistics costs are plummeting, costs decreasing.
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