Gabagool Capital

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Gabagool Capital

Gabagool Capital

@MortadellaCap

Tech L/S equity. Be a wolf not a sheep. Not financial advice.

Earth Katılım Haziran 2014
913 Takip Edilen603 Takipçiler
Gabagool Capital
Gabagool Capital@MortadellaCap·
@jukan05 this is not right, they'll be correcting it in a week or two hynix hbm4 now back on track per my checks yesterday
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
NO SIGN OF TRUMP’S “EIGHT OIL BOATS” IN HORMUZ Bloomberg tanker tracking shows no evidence of the eight large oil tankers President Donald Trump mentioned moving through the Strait of Hormuz. The tracker did note two Iran-linked LPG carriers leaving the Persian Gulf Thursday morning—possibly the “extra two” Trump referred to.
*Walter Bloomberg tweet media
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Gabagool Capital
Gabagool Capital@MortadellaCap·
@Osint613 reuters, cnn, nyt they all want the stock market to go down def making up shit
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Open Source Intel
Open Source Intel@Osint613·
Reuters: Iranian hardliners are increasingly pushing for Tehran to pursue a nuclear weapon, with calls growing louder and more public. Sources say the Revolutionary Guards, now dominant after the killing of Ayatollah Ali Khamenei, are driving a tougher nuclear stance.
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Gabagool Capital
Gabagool Capital@MortadellaCap·
TurboQuant is validated in the easiest regime: small model (< 8B param) + high precision (Fp32). Both assumptions break in frontier inference, where error accumulation and already-low precision make it much harder to deploy without degradation.
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Gabagool Capital
Gabagool Capital@MortadellaCap·
Important to read this if you're now a memory doomer on this one optimization article Context windows need to expand massively to have useful AI Not going to impact demand for memory, it will remain sold out and undersupplied for many years to come
Clark Tang@_clarktang

Will leave this here: Jeff Dean on Latent Space Feb 12 26 "We’re trying to push the frontier of 1 million or 2 million context, which is good because I think there are a lot of use cases where. Yeah. You know, putting a thousand pages of text or putting, you know, multiple hour long videos and the context and then actually being able to make use of that as useful... I think we’re very convinced that, you know, long context is useful, but it’s way too short today. Right? Like, I think what you would really want is, can I attend to the internet while I answer my question? Right? But that’s not going to happen. I think that’s going to be solved by purely scaling the existing solutions, which are quadratic. So a million tokens kind of pushes what you can do. You’re not going to do that to a trillion tokens, let alone, you know, a billion tokens, let alone a trillion. But I think if you could give the illusion that you can attend to trillions of tokens, that would be amazing. You’d find all kinds of uses for that. You would have attend to the internet. You could attend to the pixels of YouTube and the sort of deeper representations that we can find. You could attend to the form for a single video, but across many videos, you know, on a personal Gemini level, you could attend to all of your personal state with your permission. So like your emails, your photos, your docs, your plane tickets you have. I think that would be really, really useful. And the question is, how do you get algorithmic improvements and system level improvements that get you to something where you actually can attend to trillions of tokens? Right. In a meaningful way."

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Gabagool Capital
Gabagool Capital@MortadellaCap·
@dnystedt stop spreading fud this isn't big there's always optimizations doesn't change anything
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Gabagool Capital
Gabagool Capital@MortadellaCap·
@JaredSleeper most recent quarter accelerated 👏 market is telling you that doesn’t matter for a reason bud
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Jared Sleeper
Jared Sleeper@JaredSleeper·
Thing is, there IS widespread acceleration in public SaaS today. Almost every company decelerates as they scale. That's the baseline. Given that, there's a remarkable amount of acceleration right now. More than any time but the pandemic. TBC, this is NOT driven by AI.
Jared Sleeper tweet media
Jason ✨👾SaaStr.Ai✨ Lemkin@jasonlk

Unfortunately, so far, there is almost no evidence of this I wish there were If it were true, public B2B and SaaS companies would all be seeing growth re-accelerate

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dalibali
dalibali@dalibali2·
This Claude sell off thing is pretty dumb
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Geiger Capital
Geiger Capital@Geiger_Capital·
Iran is denying all negotiations… Until ships and oil are flowing through the Strait of Hormuz, absolutely none of this matters.
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Steve Burns
Steve Burns@SJosephBurns·
“If all the news is great and the stock is not acting well, GET OUT -- which is a pretty simple thing most analysts don't know.” — Stanley Druckenmiller
Steve Burns tweet media
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Gabagool Capital
Gabagool Capital@MortadellaCap·
GARY FKN DICK my boy does it again $AMAT finishing flat today, tells you where people want to be once this war sh*t is over
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Gabagool Capital
Gabagool Capital@MortadellaCap·
@Geiger_Capital of course, the exact day i get introduced to a lawyer to start their trust fund process. it's over
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Geiger Capital
Geiger Capital@Geiger_Capital·
It’s over. Your kids will never retire.
Geiger Capital tweet media
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Open Source Intel
Open Source Intel@Osint613·
Houthi Leader AbdulMalek al-Houthi: We affirm our support for Iran, Lebanon, Palestine, and our readiness at the military level to respond to whatever developments may require. All military options are on the table. We are prepared for all scenarios, and we call upon our dear Yemeni people to be fully prepared and vigilant.
Open Source Intel tweet media
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Gabagool Capital
Gabagool Capital@MortadellaCap·
@ContrarianCurse young woke people + old people that "have always voted liberal" not realizing it's no longer the party of common sense
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