Stefan
2.3K posts


Zelensky says failure of US envoys to visit Kyiv is 'disrespectful' bbc.in/41Lclxy
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Stefan retweetledi

Trump:
Today, an Iranian-flagged cargo ship named TOUSKA, nearly 900 feet long and weighing almost as much as an aircraft carrier, tried to get past our Naval Blockade, and it did not go well for them. The U.S. Navy Guided Missile Destroyer USS SPRUANCE intercepted the TOUSKA in the Gulf of Oman, and gave them fair warning to stop. The Iranian crew refused to listen, so our Navy ship stopped them right in their tracks by blowing a hole in the engineroom. Right now, U.S. Marines have custody of the vessel. The TOUSKA is under U.S. Treasury Sanctions because of their prior history of illegal activity. We have full custody of the ship, and are seeing what’s on board!
President DONALD J. TRUMP

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Stefan retweetledi

Rechte sind diese Woche wütend, dass Orbán raus ist. Das liegt daran, dass ihr Lieblingsbetrug gleich ausläuft. Herausgestellt hat sich, dass CPAC von ungarischen Steuerzahlern finanziert wurde und es gleich gekürzt wird.
Caolan@CaolanReports
Right wingers are furious this week that Orban is out. That’s because their favourite grift is about to run out. Turns out CPAC was paid for by Hungarian taxpayers and it’s about to get cut.
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The Origins of the Supreme Court’s Shadow Docket nytimes.com/video/us/10000… via @NYTimes
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BREAKING: Just 20 minutes before Trump's announcement that the Strait of Hormuz was open, massive trades hit the market.
Investors sold a combined 7,990 lots of Brent crude futures, a $760 million bet that oil would go down.
These orders were much larger than anything else at the time.
The traders made huge gains.
Unusual.
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@levelsio Respectfully Pieter, it's not 'most Europeans'. It's a small educated bubble in West/Northern Europe (NL/DE/SE types). Data shows climate guilt affects fertility intent for a minority housing & costs are the real story. Your friend anecdotes aren't the continent. Noise elsewhere.
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When I meet most Europeans these days I wanna shake them and shout WAKE UPPPPPPP
They're all captivated by the mind virus
My Dutch friend said he's doing great because he has no kids so he's not a "big burden on society" eco wise
My French friend said she avoids flying at all cost to save the environment
WAKE UP!!!!!
Joseph Miclaus@josephmiclaus
@levelsio @sonofatailor I’d say the colors are a bit too positive for the current state of the world.
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I play devil's advocate against my guests to test out their ideas.
As you pointed out yourself when I hassled Dario during *his* interview :)
Re China, when I had Dario on, because he supports export controls, I asked him, “Why can’t China and America both have a datacenter of geniuses?”
With Jensen, I took the opposite track.
x.com/firstadopter/s…
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Nvidia has locked up many years of scarce components - almost a hundred billion dollars in purchase commitments.
Is this Nvidia’s big moat? A competitor might design a great accelerator, but they don’t have Jensen’s LTAs with SK Hynix, TSMC, etc.
Jensen: “If our next several years is a trillion dollars in scale, we have the supply chain to do it.”
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This is the key moment between Jensen and Dwarkesh on export controls:
1. Dwarkesh asks why it’s okay to sell NVIDIA chips to China given the national security implications of AI models like Mythos.
2. Jensen gives a misleading answer, arguing that it’s okay to sell American chips to China because China already produces 60% of the world’s chips.
3. But as Jensen definitely knows, compute is measured in flops, not number of chips.
4. Dwarkesh then pushes back, pointing out that on a flops basis, China has 10% of the compute the US has, and giving them more compute would change their cyber capabilities.
This exchange shows why it’s critically important for interviewers to have at least some technical knowledge, so they can push back against misleading talking points.


Dwarkesh Patel@dwarkesh_sp
The Jensen Huang episode. 0:00:00 – Is Nvidia’s biggest moat its grip on scarce supply chains? 0:16:25 – Will TPUs break Nvidia’s hold on AI compute? 0:41:06 – Why doesn’t Nvidia become a hyperscaler? 0:57:36 – Should we be selling AI chips to China? 1:35:06 – Why doesn’t Nvidia make multiple different chip architectures? Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
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@FredLambert What if one day we all realize that Elon is just a moron .
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