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@Marcelozinn
President of Maredin Wealth Advisors. Tweets/Likes/RT's are opinions NEVER investment advice. I MAY have a position in any company I mention. Please DYODD.
MIAMI Katılım Ağustos 2010
276 Takip Edilen567 Takipçiler
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The turning point in the season was a terrible psychological error by Maresca.
You NEVER tell a team that cannot win now, that they'll be good in a couple years and repeat this over and over.
It's beyond idiotic.
What you can, and should say, is I know we have the talent, effort, and skill to be champions, but I'm unsure we're ready to win; but we'll have to see how we perform.
This is ok. This is a challenge. You have confidence in your boys, but they have to prove it.
Subtle, but the nuance is tremendous.
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A night to forget at the Amex.
si.com/onsi/soccer/ch…
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Any fraud they find is a crime against the USA. If you are going to accuse any one of a crime, you need to document it and prove it.
If it’s a crime. File charges. Do it now.
If you aren’t filing charges, what are you even doing ? What’s the point ? Fraud is against the law.
That’s just real world.
And if what they claim is fraud , is not , then that is a whole different shit storm
If it’s a program that @doge and @elonmusk don’t believe should exist. Fine. But shouldn’t the people who got the funding get a chance to defend themselves ? Isn’t that the American way ? Shit. Have them on a spaces to discuss it
. Trying to remake a bureaucracy isn’t easy or pretty. But it doesn’t have to be chaotic
All of this feels like there is no plan
The law of unintended consequences can get nasty if there isn’t a plan. And if there is a plan , why not show it ?
If you have nothing to hide. Hide Nothing
Absent Insight@AbsentInsight
@mcuban Mark, please. Think for a moment. Why resist an audit like this instead of help with it? The DC Democrats and Republicans are all in on it.
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@AviMayer Translation
The rest of them are either dead or worse off than the three released Saturday, and we are trying to figure out what the hell to do to make them appear like we haven’t brought them to the brink of death.
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The second largest funder of British state media is the US government
Think carefully about what that means
Basil the Great@BasilTheGreat
Found out today that USAID funds the BBC WTF?
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@DowdEdward USAID has literally become the largest money laundering agency in all of the US gov't
I get that JFK started it with good intentions in 1961, but it has been metastasized over the decades
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Satoshi created Bitcoin as a P2P payment system to disintermediate banks.
Now: Transactions are slow & expensive, Most BTC is held on centralized scam exchanges, ETFs let Wall Street control the supply, Price is dependant on centralized stable coins, and Maxis cheer for banksters to join the bubble.
So much for the revolution.
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By credit you mean blame. You are repeating total crap from a deeply overrated thinker and horrible person. I’ll give you just two of many. A) Fama wrote his dissertation in the 1960s on how returns are not Gaussian but fat tailed; he was writing on that as Nassim Taleb was being born (and being a disgusting rude blowhard to the OBGYN nurses I’m sure), B) Fama is much less dogmatic than idiots like @factualbill ignorantly assert just because their cult leader taleb said so. I have sat through his full class three times (once as student, twice as TA, and he tells the class very firmly “markets are assuredly NOT perfectly efficient” becuase that’s a ridiculous extreme. He likely thinks they’re more efficient than I do, and I probably think them more efficient than many others. But fools and bad actors paint him as a straw man / caricature which he is not.
As an aside, he’s also 1000x the person (actually we could have a divide by zero problem) as NNT. NNT was a terrible human before he became a walking and (constantly) talking commercial for Hamas. Other than that @factualbill you did great here.
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So is the assumption that they will all now use less energy and remain static, or that they will build larger and larger models that require more and more power and #GPU's but simply do it more efficiently....?
I have no opinion on $NVDA specifically, but that this is going to cause some revolution I believe is totally overdone.
The race to build the worlds greatest $supercomputer #AI/ #LLM will not slow down in the least as its all about having the best model; and whomever does. will be in such a position of power that it cannot, logically slow down....
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Ignore the 6M cost part. But here are the other data points.
Nobody can fake benchmarks. Nobody can fake running it locally, without having to send any data outside your local. The entire 670B parameter model has been inside a few Mac Pros without having the need to run on expensive GPUs
Fact 1:
Their distilled models which is far smaller in terms number of parameters are clearly outperforming bigger parameter sized GPT-01 and other peers.
Fact 2:
It’s open source with an MIT license. OpenAI is closed source. Who would have thought China of them all.
Fact 3:
Input and output costs are fraction of what it costs vs GPT 01. DeepSeek’s API at prices 90%-95% cheaper than OpenAI’s o1. Similarly their Supervised learning model R3 vs 4o
These are facts. But people can dismiss all they want cause of their bag bias. As of this morning, I have big positions in some of these FAANG and other infra names as well. I post this while taking a big drawdown this morning like most of them here. Being objective comes at a cost than being biased.
Whats the end game? They have proven that things can be achieved at a far less hardware requirements. Yet doesn’t have to cost as much as other representative models are charging.
Listen to the price action! Could it be just a knee jerk reaction, absolutely. But there is a ton of facts behind this move as well.
$QQQ $SPY $SMH



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@CheddarFlow What a moron.
Let's not address the issue, or the root causes, but instead shift the deck chairs and let the band keep playing....
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@Blue_Footy Now, you want to stop the game every time something potentially interesting happens? Game will take 3hrs...
The refs can barely get the calls right now, even with VAR.
Let it go
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