Mr. M
3.4K posts
Mr. M
@SpoonKidnapper
Code writer. Food lover. Night sleeper.
Earth Katılım Nisan 2012
1.1K Takip Edilen484 Takipçiler
Hard but true
001@KarlHardt1
$IREN its almost time to begin a rally into FY earnings late august
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Mr. M retweetledi
Mr. M retweetledi
Guys, the world is so compute constrained. I honestly don’t understand how anyone can think otherwise.
Almost nobody is seriously using AI today, and we’re already hitting capacity. Everything is a bottleneck: land for data centers, permits, electricity, grid connections, chips, construction, cooling.
Demand is growing far faster than supply, and expanding supply is insanely expensive.
In this game, the best-positioned companies are the ones with massive net income from non-AI products. They can fund hundreds of billions in CapEx while everyone else has to raise money just to stay in the race… and remember if you are not at the frontier you have no pricing power so you won’t be able to fund your compute need.
Kimi.ai@Kimi_Moonshot
Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected. We're adding capacity as fast as we can and will reopen new subscription spots in batches. Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable. Thank you for your patience and understanding!
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So if they are tied at 90 mins plus the extra time, they will play another 30 mins after that??
Oh dear Lord sweet baby Jesus. Please let someone score.
Why am I even watching? This feels like buying a stock bc everyone is talking about it. After owning it, you realize that you can’t borrow conviction!! Soccer sucks. Period. Boring AF LOL
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I don’t think there’s if, just when.
$MSFT deal is getting delivered, part of it most likely next week. I think $IREN is positioning itself differently compared to $NBIS and $CRWV and others, as they’re the only vertically integrated DC, that now’s also offers software orchestration with Mirantis acquisition. The market has to detach $IFEN from BTC, and re-rate the company after $MSFT goes live.
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It depends. I’m just speaking from my own experience of having 15+ failed startups, and a couple that were doing fine. I was also in Y Combinator with one of my failed startups.
For B2C, I’d try to fix a problem I have. It could be tracking my stock trading, time management or some dev tools. Usually this was much harder market to enter regardless of what it is. Unless it’s some viral simple app like “check is your partner cheating on you”.
For B2B, I had startups from online food ordering (12 years ago, before skip the dishes and when just eat was just becoming popular), lead generation, online marketplaces, niche CRMs, healthcare and so on.
The markets where there is barely any competition and where I have to educate my target audience is what I would avoid . I tried it, and it’s not worth the effort.
The markets where there’s decent competition AND where pricing is greater than $150/month is where I would enter. It’s validated market, you can do it faster/better/cheaper or more expensive, and not making it a race to the bottom where you only compete on price.
Nowadays, I’ focusing more on software & AI meets the real world type of software. I feel the raise of AI has plenty of opportunities where lots of things can be automated or boosted with agents.
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@SpoonKidnapper how do you find the right problem to solve? aren't they all solved already?
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the hardest thing I've learned building products is that you can't make people see the value in what you've built. you can't convince someone your tool solves their problem if they've already decided it doesn't.
I've accepted that now.
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@DavidJHerbst @LandoInvests @grok @grok please tell him about all recent hires $IREN did in last couple of months, and explain how these hires fit with experience and engineering they bring to the table
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@LandoInvests @grok who has the leadership team with experience and the engineers to execute?
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@TJTheWheelDeal I love Argentina. Spent a month in Buenos Aires, lovely people, amazing steak (asado), amazing wine. I’m European but am cheering for Argentina too.
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The only player I’m familiar with is MESSI!!
We have Spanish blood, but today I’m cheering for Argentina simply so that the GOAT debate is totally decided.
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Interesting that in early June when I was cautioning about a pullback in AI stocks, the comments were super bullish.
Now, most comments are bearish and many are expecting more downside.
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@SpoonKidnapper I'm saying it probably needs to build a base before advancing. $4 is too extreme and unlikely.
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@TJTheWheelDeal Slow theta and fast theta baby! $100/day easy easy
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If you had to make an extra $100/day, what would you do?
Why aren’t you doing it then???
An idea is worthless. The gold is in the ACTION!!
ACTION CREATES RESULTS!!
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Mr. M retweetledi
The average house price in UK is £270,000
1000 shares of $IREN could get you there by 2030. Isn’t that crazy?
Oli@OInvests
Am I crazy to think $IREN can 3X in 12 months?
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$IREN down 50% in seven weeks on zero bad news, now testing major support. @FransBakker9812, bounce incoming?
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