Markets & Mayhem

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Markets & Mayhem

Markets & Mayhem

@Mayhem4Markets

Entrepreneur and technologist with a passion for startups and markets. Fascinated by AI, robotics and security. Knowledge is our most valuable asset. (e/acc)

United States 🇺🇸 Katılım Ocak 2010
1.4K Takip Edilen268.5K Takipçiler
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
Hoping for a reopening of the Strait by 9:30 am today. 🤣
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
@mr_r0b0t @NVIDIAAI It's amazing! I'm so happy to see this coming together. The community helped to make it possible 100%.
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mr-r0b0t
mr-r0b0t@mr_r0b0t·
@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 ♥️♥️♥️
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
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!
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
@alpaysh oh me too my friend. this is much better. that shit was getting old.
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Cody Gerlach
Cody Gerlach@therealgerlach·
@Mayhem4Markets I ate Taco Bell for the first time in 10+ years probably just last week. Guess I survived.
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
How is this even a matter that requires investigation? Of course it was Taco Bell. 🤣😭
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
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.
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keys 🧪
keys 🧪@u1tra_instinct·
@Mayhem4Markets What about funds taking profits and derisk and push us into free fall cascade
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
Fed's Warsh: Mission accomplished is not my view after today's data.
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
@u1tra_instinct In terms of inflation? Really depends on: 1) Any resolution to Strait bottleneck 2) Scale of AI CapEx moving fwd
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Alps
Alps@alpaysh·
We're so fucking back.
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
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.
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
Already making updates to account for the significant MoM drop in energy.
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Markets & Mayhem
Markets & Mayhem@Mayhem4Markets·
"Babe wake up, Mayhem just made a CPI nowcasting model." 😎
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van00sa
van00sa@van00sa·
This is who you let rug you
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