Markets & Mayhem

Hoping for a reopening of the Strait by 9:30 am today. 🤣

@mr_r0b0t @NVIDIAAI It's amazing! I'm so happy to see this coming together. The community helped to make it possible 100%.

@Mayhem4Markets @NVIDIAAI This level of support from such a large company is something I could hardly imagine until recently! Thanks for doing this to both you and @NVIDIAAI alike ♥️♥️♥️

To my friends in the local AI space, I have some good news. After advocating on here for better hardware support for sm120 (i.e. RTX 6000 Pro Blackwell cards) and sm121 (DGX Spark), @nvidiaai reached out to setup a call. That call happened yesterday. I spoke with a large group of people from various teams about the problems we've experienced with new model and inference engine support. How much that degrades our UX and what can be done to improve it. The company seems very receptive and eager to improve support. We spent about 45 minutes talking about the next steps and I walked away feeling more confident than ever that @NVIDIA will be giving us first class support moving forward. Obviously there will be some time from this being an initiative to becoming a reality, but it is now in the works. I want to thank the team at Nvidia for their time and attention. Never in my wildest dreams did I expect a few social media posts to galvanize this kind of attention and interest. I also want to thank all the people in the community that I reached out to for feedback and those that supported my posts on this matter. You were heard. We are making progress. All of this to say, this is what happens when we come together as a community. We can make great things happen. I appreciate you all! I love the local AI community and all that we're building together. Onto the next!

@jackzampolin @NVIDIAAI Truly my pleasure. I am excited about how this is taking shape! 🫶

@Mayhem4Markets @NVIDIAAI thank you for driving this! lets get better kernels!

@alpaysh oh me too my friend. this is much better. that shit was getting old.

@Mayhem4Markets grateful ngl

Okay, now fill his tl with posts from his old mutuals instead of Kalshi Polymarket news slop

@jietang @ivanfioravanti yes i am. would *love* an Air version of the next release, too. :D

@ivanfioravanti are you ready? haha....

@alifarhat79 🤣😂

Legendary

This is really awesome. Great work, @AlpinDale! Another must-follow in the AI space. 🦾

@therealgerlach for now

@Mayhem4Markets I ate Taco Bell for the first time in 10+ years probably just last week. Guess I survived.

How is this even a matter that requires investigation? Of course it was Taco Bell. 🤣😭

In terms of stocks, structurally unlikely until Sep/Oct, if it is to happen at all. Positioning has lightened up quite a bit in the broad aggregates, so from the lopsided boat perspective that risk is somewhat mitigated. Worth watching the 10-year yield as if it keeps pushing higher that brings about another set of risks.

@Mayhem4Markets What about funds taking profits and derisk and push us into free fall cascade

Fed's Warsh: Mission accomplished is not my view after today's data.

@u1tra_instinct In terms of inflation? Really depends on: 1) Any resolution to Strait bottleneck 2) Scale of AI CapEx moving fwd

@Mayhem4Markets How do you see going forward

@MainzOnX My pleasure! You deserve it! Great article. :)

@Mayhem4Markets Thank you my friend!!

Interested in learning more about AI, and specifically kernels? This is an excellent read and @MainzOnX is a worthwhile follow on here. 👇🧐

@steve2bacon but bro the well is so mfing deep on this

@Mayhem4Markets delete this fud

@alpaysh we really are

We're so fucking back.

Updated to include an improved methodology, more data sources and a robust analytical pipeline for both MoM and YoY. Still very experimental, but making progress.

Already making updates to account for the significant MoM drop in energy.

"Babe wake up, Mayhem just made a CPI nowcasting model." 😎

@van00sa it was as the prophecies foretold

This is who you let rug you