

Legendary
59.1K posts

@Legendaryy
life is good | building the @modernmarket_







Sell in May hasn't worked two years running. May 2025 was the S&P's best May since 1990. May 2024 ripped 4.8%. @BCheque1 thinks the party runs through summer and Trump's caps-lock truth post about new stock market records minutes before the show isn't a coincidence.






broke up with my girlfriend yesterday any advice?




Anthropic is paying SpaceX $1.25B a month for compute. That's $40B+ locked in through May 2029. Buried in the SpaceX IPO filing. Two data centers. Colossus and Colossus 2. Compute is now the most valuable currency. Everyone has dollars. Almost no one has capacity.

MegaETH Terminal is shutting down, but we're ending the season with a banger. +29,000 points and a top #30 rank. Overall, I lost about $5k USD, with the biggest losses coming from Hitone (-$1k USD), Monster (-$1k USD) and GMX (-$2.5k USD due to liquidation). So now I'm hoping for at least $0.25 per point, so it wasn't all a complete waste of time. Overall, there are actually some good apps on there. I still think shutting down the Terminal is a mistake tho


The token economy just had its biggest day. Google I/O this morning: Sundar Pichai opened not with a model drop but a token counter. 9.7T/month in 2024. 480T in 2025. 3.2 quadrillion today. so around 330x in two years. and to add on to that: top GCP customers are each processing around 1T tokens per day (1 company, 1day😭) On the same afternoon, OpenAI quietly launched “Guaranteed Capacity” (1-3 year compute contracts for enterprises). @sama own words: “the world will be capacity-constrained for some time.” Two of the most powerful AI companies on earth just told you, on the same day, that demand is outrunning supply and it’s not slowing down. This is Jevons Paradox in real time. Cheaper, faster models don’t reduce token consumption, they explode it. Wrote about the mechanics of this a few weeks ago
