Lars from Mars

2.4K posts

Lars from Mars

Lars from Mars

@LarsfromMars8

Relaxed physicist. Like fishing and cooking.

Brisbane, Australia Katılım Ekim 2022
28 Takip Edilen171 Takipçiler
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Lars from Mars
Lars from Mars@LarsfromMars8·
Best content for hangover youtu.be/l4C6Ll6sIQU?si… So if the observable universe wasn't expanding (dark energy), it's density would exceed that of a black hole 😎
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Lars from Mars
Lars from Mars@LarsfromMars8·
@MarvenzzFranc You might want to read the fine print on those 'orders'. But ie psi quantum is building a 1B$ quantum computer paid by Queensland, Australia - so I'm not saying they don't exist- just that they aren't able to run a value creating algorithm that classical computers cannot.
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Marvens Francois
Marvens Francois@MarvenzzFranc·
Not big on running valuation models but quick game got me valuing $IONQ at $40B market cap. How? $1B a quarter (coming faster than u think) = $4B in revenue. Slap a conservative 10X revenue multiple and we get $40B MC, Do with that what you may 🤫
Investor Denis@InvestorDenis

McKinsey estimates that quantum computers will generate the bulk of quantum revenue over next decade. The total revenue is expected to rise from $4 billion in 2024 to $72 billion in 2035. 18-fold. Quantum is getting started. $IONQ $QBTS $INFQ $QNT $XNDU

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Lars from Mars
Lars from Mars@LarsfromMars8·
@TeslaBoomerMama You got to snap out of it. Why is FSD stalled? Lack of data, lack of compute, hw4 limitations, lack of will?
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AleXandra Merz 🇺🇲
AleXandra Merz 🇺🇲@TeslaBoomerMama·
I am convinced (yet know nothing) that Elon had hoped financial services on X would be operational by now, to issue the IPO shares to retail here instead of having to use the traditional banks and brokers. Oh well ... ✨️
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Ian Tracey
Ian Tracey@ian_dot_so·
I bet we’re ~6mo from a vibe shift back to OpenAI GPT5.5 is very impressive and 40% cheaper, limits are higher. Codex is stellar and taking mindshare of the top devs I know. Teams I talk to are disillusioned with ROI from soaring Anthropic costs. It’s becoming untenable.
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Lars from Mars
Lars from Mars@LarsfromMars8·
@jrysana Given Elon didn't do anything for Anthropic and XAI still doesn't compete with the Chinese, that makes it 1 out of the 6 major labs.
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John
John@jrysana·
It's kind of crazy to think, if you consider that Anthropic spun out of OpenAI, that Elon Musk basically co-founded OpenAI AND Anthropic AND xAI. That's 3 of the 4 major labs, and he's the only person out of the 32 unique cofounders of these labs represented in more than one.
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Tesla
Tesla@Tesla·
FSD Supervised shrinks your idea of a long trip
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Politic@l Spinner.
Politic@l Spinner.@lesstenny·
Which Prime Minister do you consider to be the worst "ever" ?
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Lars from Mars
Lars from Mars@LarsfromMars8·
@paulg Old fashioned point of view. If a founder doesn't use AI to make stuff easy to understand for VCs it should set off alarm bells.
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Paul Graham
Paul Graham@paulg·
A lot of the emails I get from founders are now written in a hard-hitting journalistic style. I know they're written by AI, because no founder ever wrote this way before. And once you realize something is written by AI, it's hard not to ignore it.
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Lars from Mars
Lars from Mars@LarsfromMars8·
@WinterCharmVT @The_Only_Signal 15 tokens pr second (Kimi 1t on 4 ultras) is 40m tokens pr month, so you need about 160 macbooks to get your 800m tokens pr month. Also 7.2MWh of electricity is not free.
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WinterCharmVT ❄️🌨️☕️
@LarsfromMars8 @The_Only_Signal For my work I go through about 700M tokens / month on *Opus*. At current API costs that’s like $10k/month (actual numbers btw, I run a small quant firm) A stack of Max Studios in an RDMA cluster is $50k, and I’d breakeven in 5 months. ¯\_(ツ)_/¯
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Mike Bradley
Mike Bradley@The_Only_Signal·
If you are rocking a 128GB unified memory system, or a 96GB RTX 6000, and running Qwen3.6-27B or 35B-A3B on them, you already know where this industry is headed. Smaller, more token heavy models, coupled with a harness like Hermes, on moderate VRAM high throughput hardware.
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Asymmetric Focus
Asymmetric Focus@asymmetricfocus·
@ICannot_Enough 2021: “The real competition is ICE cars. We will make ICE obsolete and be the number 1 selling auto brand!” 2026: “best selling EV” The fact is that growth comes to a screeching halt 3 years ago.
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James Stephenson
James Stephenson@ICannot_Enough·
2 years ago: "Elon destroyed the Tesla brand globally! It'll never recover!" Today: #1 selling EV in California: Tesla Model Y #1 selling EV in the U.S.: Tesla Model Y #1 selling EV in Europe: Tesla Model Y #1 selling EV in China: Tesla Model Y
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Lars from Mars
Lars from Mars@LarsfromMars8·
@HenrykK246 @ICannot_Enough Learn the difference between free speech and spending 200M on an election. First thing is his right, second thing is oligarchy (and considered corruption in most countries, incl USA until citizens United was enacted).
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Henryk Krol
Henryk Krol@HenrykK246·
To all who said Elon hurt the brand. He built the brand, protected free speech, tried to save our/ taxpayers money from corrupt government and he value truth and principles over money. I wish our politicians had strong morals like him. You all complainers would sell your soul for money, he didn't.
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Lars from Mars
Lars from Mars@LarsfromMars8·
@ICannot_Enough The goal was never to be number 1 EV. Goal was to be number 1 CAR, and Tesla was on track.
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Lars from Mars
Lars from Mars@LarsfromMars8·
@SawyerMerritt Elon keeps claiming the government is inefficient - decent challenge: get all the homeless veterans off the street in Austin.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Elon’s companies create far more value for society than if he simply donated his wealth (which is mostly tied up in Tesla & SpaceX stock) to charities: • Neuralink: Brain-implant technology aimed at improving the lives of people with disabilities, enabling users to control computers and robotic arms using their thoughts. Soon, they'll release their new Blindsight chip, while will enable blind people to see. • Tesla: Accelerating the world toward a sustainable future and saving lives with self-driving cars • Starlink: Bringing internet connectivity to remote areas worldwide • The Boring Company: Reducing traffic & travel time • And more
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daz@MetamateDaz

I genuinely don't understand people like Bezos and Musk. If I had billions of dollars, I would just start fixing everything. Homeless veterans sleeping on the streets? Not on my watch. Hungry children going to bed with empty stomachs? Hell no. They could be making life better but instead choose to build spaceships and data centers to pump stocks and destroy the planet

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Lars from Mars
Lars from Mars@LarsfromMars8·
@The_Only_Signal 250$ a month on deepseek correspond to 100t/s 24-7 . Also 100t/s will cost >400kwh per month of electricity on a rtx6000.
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Mike Bradley
Mike Bradley@The_Only_Signal·
@LarsfromMars8 Depends on use case my friend! I could easily burn $1,000+ a month on those so the math changes really quick. I know a lot of people on both sides of the ROI fence.
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RM
RM@bbarski·
@LarsfromMars8 @The_Only_Signal Wondering about these posts. Are they bots ? Haven’t you ever thought about data privacy when posting ?
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