Symbiotic Xenogenesis

@HedgieMarkets The listings in your screenshots are for SXM5s, which are useless outside of their expensive housing. These aren't the stand alone H100s you can plug into your motherboard. Those still sell for $15k+.

🦔 H100 GPUs that cost $40,000 new are now selling for around $6,000 on eBay, an 85% drop. The math on why is straightforward: it costs about 11x as much to run an H100 for inference as a B300. Anyone running H100s needs to charge dramatically more than competitors on newer hardware. Upgrading isn't simple either. At a $50,000 price tag for a B200, it takes about 33 months to break even on the upgrade from an H100. And the B300s are already making B200s less attractive. My Take I've been covering the depreciation problem in AI infrastructure for a while now. Companies are booking these GPUs on five to six year depreciation schedules when Nvidia releases new generations every two years. Michael Burry flagged Big Tech lengthening depreciation timelines as suspicious because it hides the real losses. A hedge fund manager I wrote about found that industry insiders estimate actual component lifespans at 3-10 years, but the economics don't work at any of those numbers. The hyperscalers are sitting on hundreds of thousands of GPUs that lose value every time Nvidia announces something new. David McWilliams called them "digital lettuce" because they go stale while you're still installing them. The difference between what the books say these assets are worth and what you could actually sell them for is enormous. At some point that gap has to be reconciled. H100s selling for 85% off on eBay is a preview of the writedowns coming to earnings reports. Hedgie🤗

@AlexCorrino @HedgieMarkets Neither of the listings in OPs post say they were for parts. These are fully working H100s according to the listings.

Impressive! Basically everything in your post is wrong! The few H100s that are being sold for $6k on eBay are “parts-only” meaning they don’t function, they are only for repairing other H100s. In reality, used H100s are still selling for $15-20k+. Not bad considering the original MSRP was $25-40k depending on the exact variant! What’s more, NVDA still makes H100s and sells them for nearly the same price it did at launch. Lastly, I’ve included a screenshot of the H100 rental price index showing that H100 rental prices are actually growing again. We don’t have to use your flimsy math to determine their value, we can just check the market!

@WillyDilly97 @Dnifle @LundukeJournal @asha_shar @SmashJT 13.6 million copies sold. What makes this game not mainstream in your mind?

@Dnifle @LundukeJournal @asha_shar @SmashJT im not a bot i just don’t really consider the game mainstream man. you don’t have to get so defensive over a differing opinion, chill the fuck out

Ok, this is an AI bot. The new Xbox VP (@asha_shar) is using an AI bot to post “make me look like a gamer” posts on X Not surprising, as she was previously working on AI. Here she is responding to @SmashJT in the most bot-like way possible. “Great list. I did my top 3 in another reply. Halo, Valheim, 007. It's been a long time since I played Chrono Trigger. Have you done every ending? Thanks for all the detail. I appreciate it a ton.”

@RyutanLanceor @mcdizzle17 Jurisdictional discovery is for the plaintiff to build a case for NY jurisdiction. Smash doesn't want this.

@mcdizzle17 Wait. Smash's team specifically requested jurisdictional discovery, a cornerstone of their defense strategy, and they're not giving an abundance of discovery materials? Ronny, you sly dog. You're milking this rube for everything he's worth.

The court responded...oof

@kerry1330517 @Melissa_WongMT The stuffed animal was the reason he was bullied and ostracized. Its removal is why he got accepted by the group.

@Melissa_WongMT They removed the stuffed animal... That could have been his clinging link onto human contact. Even though it sad now he'll be a monkey... and do monkey things.

The abandoned little orphan named Punch-Kun has finally been accepted and into the group. 🥹

@Milocinia @SmashJT @alyssa_merc @RonColeman The judge has not ruled on the anti-SLAPP yet. They're still battling over jurisdiction.

@SmashJT @alyssa_merc @RonColeman I don't understand how the judge hasn't thrown this case out already. It's obviously a SLAPP lawsuit. She's so obviously not troubled by anything you said but just wants revenge for you pointing out things she's said herself. US law has gotten out of hand.

Riddle me this @alyssa_merc - why is it ok for you to continue to pile on me and gang up with your cronies and harass me, while at the VERY SAME TIME… SUE ME for it? CC: @RonColeman

@blandpolecat I highly doubt someone stole it. The goober probably forgot where he left it. Could've just gone to the customer service desk and let them know that your shopping cart is missing. They could've had a few employees help him or announce it over the intercom.

Phil tells the story of how someone stole a cart of unpaid for groceries AND his high quality reusable grocery bags from Amazon…all because he didn’t want to push the cart from the checkout isle to get something he forgot….

@PrimordialTroll @SmashJT @alyssa_merc @RonColeman Smash is being sued for defamation. That's not the same as "talking shit". "Talking shit" is protected by the first amendment. Defamation isn't.

They talk shit about you, you talk shit about them. One of them sues you for talking shit...but keeps talking shit while suing you for "shit talk". I dont even understand how courts can be this retarded. The fact this is even a thing tells me humans have failed as awhole when shit like this is possible at court. Why are judges so stupid?

@NovaDrakenbane @poems_past That's wild.

@poems_past Is this dude always miserable? He always has that sour miserable look on his face guess because it’s not Rambo next to him

Pictured: Philip “living paycheck to paycheck” Burnell out on a date with his (then) girlfriend after flying her in for the weekend after another successful tax funds raiser emergency marathon.

@mark_hetem @mcdizzle17 Ron tried to sneak in a motion in the form of a letter to the judge, essentially saying "Your honor, I'm not asking for anything, but please close the court". This gave the judge the leeway to ignore it. A letter to the court needs no ruling from the judge.

@mcdizzle17 There’s nothing currently pending that requires action. No sanctions request is properly before the court. And generally, court proceedings are public unless there’s a strong legal reason to close them. He really trying to close it to the public...

The updates don't stop. From Today, the judge responds to Ron about asking for conferences not to be open to the public...lol.

@replyguyjoe @tomshardware And there aren't that many who will volunteer to increase their workload because they're using AI, especially with wfh.

@tomshardware Here’s a little open corporate secret. The reason there’s no produtivity gains is because most corporate employees don’t have huge work loads. It’s not about being busy it’s about looking busy

Over 80% of companies report no productivity gains from AI so far despite billions in investment, survey suggests — 6,000 executives also reveal 1/3 of leaders use AI, but only for 90 minutes a week tomshardware.com/tech-industry/…

What Happens When AI Tokens Cost More Than Your Employees? @Jason: “We, with our agents, hit $300/day per agent using the Claude API, like instantly. And that was doing, maybe, 10 or 20%. That's $100k/year per agent.” @chamath: “We're getting to a place where we have to basically now say, ‘What is the token budget that we're willing to give our best devs?’” “And then if you aggregate it across all people, you can clearly see a trend where you're like, ‘Well, hold on a second, now they need to be at least 2x as productive as another employee.’” “That is actively happening inside my business, because otherwise I'll run out of money.” Jason: “Yeah. This is a very interesting trend that you're not going to hear anybody else talk about, but when do tokens outpace the salary of the employee?” “Because you're about to hit it. I'm about to hit it.”

@Greyfox2401 @RyutanLanceor @K__Med I suspect that gofundme has already run out, which could explain the poor performance from Ron.

@RyutanLanceor @K__Med He's getting paid regardless, he's not doing this pro bono or on contingency, that why smash is pushing the gofundme so hard.

Reading the most recent filings from the Mercante vs. Tarzia court case is amusing as hell. Coleman is getting impatient, lol. Here's the full transcript: storage.courtlistener.com/recap/gov.usco…

@GeminiApp I don't have it.

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@Nasmr9 @mcdizzle17 Even better. The judge said no to extension of the discovery timeline. He failed to deliver discovery on time and now the door has closed. He is in default on discovery.

@mcdizzle17 So he still hasn’t provided the discovery after the deadline?

@TheScarebro @RekietaLaw I guess he doesn't know that if he flips to members-only, you can keep watching as long as you keep youtube open.

@MaunaLoona @RekietaLaw He usually starts the first hour as open to entice memberships

Last night, during yet another Kurt stream, @RekietaLaw was interrupted by his kids around 1:30 AM on a school night. This follows a rare appearance by Our Wife during a members stream to show off Luna, the dog that replaced Sunni following the suspicious circumstances of his death. Our Wife looks more put together (for past midnight Minnesota-time) than she did for a social outing last year when Nick met Riley during the day, one of Juju the Cow's goons. Is Nick using his family as props again? The Sektur is currently alive with Nick's relationships with Icedancer and Scarlett Hampton. There is also a rumor Family Services has been looking into the Rekietas again.

@MrDurva @LeFleurrio @Mr_Rebs_ Does it even matter? It'll be the peak player count in a week. Can you even get matches any more without waiting for ten minutes? Game's cooked.

@LeFleurrio @Mr_Rebs_ Obviously it wont be much better later in the day but taking a photo of playercount at 4am?

Update: One of the remaining Highguard developers said the website is down because it needs to be transfered and simplified, but it’s a low priority as they focus on delivering updates and content to improve. So apparently Highguard isn’t dead yet. #HighGuard

@TiredKomeiji @mcdizzle17 His lawyer seems to be spending an awfully lot of time on twitter while missing deadlines in Smash's case. If I was Smash I'd start asking questions.

@mcdizzle17 Finished reading the whole thing. What a mess lmao, Smash is getting finessed once again.

It gets worse with todays update including the transcript from hell (That shows everything reported about the conference call was correct and they want to lock those down) and that Smash's team still havn't provided the majority of items asked when they agreed to. Cooked. Links in comments.

@HereisMillie @jondelarroz @mcdizzle17 Sounds like he has had broad experience with the legal system just like he said.

@jondelarroz @mcdizzle17 What about this case?