Pritam

“Nvidia’s CMX is equipped with 576 SSDs, providing a total storage capacity of 9,600 TB. Industry estimates suggest that NAND demand for CMX will surge from 35 million TB this year to more than 100 million TB next year.” Nvidia’s Rubin CMX will quite literally soak up NAND supply like a sponge absorbs water. To put 100 million TB into perspective, it is roughly equivalent to adding another Apple-sized source of demand to the NAND market.

I could see a world where American cloud companies do good business serving Chinese open source models to American enterprises. This might even be the best outcome for investors. But in that world, I would expect a less maniacal drive to keep building out more at any price.

An advice for a young person ?¿

God gives the happiest women to the happiest men btw

3 hours of scrolling a day is: 90 hours a month 1,095 hours a year Over 450 days across 10 years That's 15 months of your life spent watching other people live theirs. Put the phone down, go outside, and touch grass. Your life is happening now, not on the screen.

This sales trainer says $20,000 a month is realistic for ANY women in sales, even with zero experience. Shelby Sapp has coached thousands of women and these are the 4 steps she teaches all of them to get there: 1) Let the prospect talk 80% of the time, while you talk 20%

For markets, it's possible that the "Moonshot moment" doesn't play out the same way as DeepSeek did early last year. In today's newsletter, I wrote about why the Jevons Paradox logic may be different this time, in part because of how much the industry has changed in 18 months.

$QTTB stock seems to be reacting to SALT20 when that is the number most likely to be bogus. What do you see in every RCT? Mean % SALT reduction significantly higher than SALT<20. Yet QTTB data the opposite. Hard cutoff endpoint could be influenced by open label. $NKTR