blswan

@biancoresearch The inverse of the fed balance sheet. Reflection of standard of living being inflated away by the fed leading to less confidence in being financially secure to raise a family.

Another way to express the reposted chart is that the fertility rate peaked in 2007, which was 19 years ago. We still underestimate the extent of the damage the 2007 to 2009 financial crisis (aka the "Great Recession") inflicted on society.

@8teAPi Also downplays the dominant model of anthropic was trained on non nvdia. Also dismisses amd making headways. The interviewer also made a great point in that some of nvda moat comes from them in essence cornering the market on supply in the chip ecosystem.

I finally get Jensen. 1) he sees the model companies as replaceable, if one dies, another one springs up, and especially as Chinese talent flows from US AI labs to China and back. 2) He sees Nvidia as currently irreplaceable BUT given market access Huawei will catch up 3) Export controls on Nvidia sets it up to lose eventually as Huawei uses its dominance in the second largest market to fund R&D 4) He sees the only place China has a commanding advantage is energy, which is why he’s pushing so hard for US energy expansion. Looked at this way, providing China access to Nvidia chips lets them instantly catch up on models, but slows down their development on chips. At that point it becomes a race to expand energy production as quickly as possible, while the US can maintain its upper hand in chips. Conversely, the Dwarkesh view is that America has already lost or will lose on energy production. Dwarkesh also believes that the models are essentially commodities (which is why export controls on chips are the pressure point). Dwarkesh also believes that allowing China the ability to build and run current generation models on Nvidia hardware may allow them to increase their speed of chip development to beat Nvidia. Jensen believes Nvidia will also use the same tools or better ones to improve itself so he can stay ahead. Essentially US AI dominance, in Jensen’s view is built on Nvidia’s chip dominance, not the AI model company innovations alone. Export controls give away that dominance.

@MKisDeff @SFGiants 😩

get off work turn on the @sfgiants game see the score turn off the game

@MKisDeff 🤣 there were signs

the real ones remember youtu.be/Pk8I4gDN82Q?si…

@TrendSpider The hulk c*ck candle.

Someone tell me what this pattern is called $SNDK

@ekwufinance @grok what is the ticker symbol for this fund?

Sprott is getting ready to squeeze the uranium market Sprott may issue up to 2B worth of stock to buy uranium over the next 25 months. That’s the equivalent of ~50% of the 2024 spot market volume at today’s prices.

@michaeljburry Santa Rosa?

What I love most about winters in Northern California.

@adamscrabble the forward guidance was insane vs concensus

Eyes on Micron. Will the earnings bump hold into the afternoon? What’s your guess

@Anc_Aesthetics Bring back standards so hb1 can take your job later regardless.

@ATRightMovies The Italian Fabio

Do you know who this is? wrong answers only...

@michaeljburry Arthur Anderson

One more. OpenAI is the linchpin here. Can anyone name their auditor?

@sfmcguire79 The worst. My son had perfect gpa with 1520 sat score. All league varsity baseball player. 780 on math portion. Wait listed.

NEW: UC San Diego has released a new report documenting a “steep decline in the academic preparedness” of its freshmen. The number of entering students needing remedial math has exploded from 1/100 to 1/8. They’ve had to create a second remedial class covering elementary and middle school math skills in addition to the one covering gaps from high school. 🧵

What is it...?

@Rainmaker1973 Maximus

If this dog was yours, what would you name it?

@TicTocTick he was unimpressive vs desantis debate

@chamath alcohol doesnt guarantee happiness

Maybe you will live to 92 vs 89 but are you happier now?

@MKisDeff Just dig!

underrated

@Convertbond bxsl has been moving down recently. is this the reason?

This is the end result. We believe there are $500B more out there like this. Please - pay attention!

Business Development Companies BDC’s Private Credit - the slime show is oozing to the surface. Borrower “First Brands” used a Lehman like Repo 105 move to hide leverage and screw investors. Two size frauds in the last 10 days, stay tuned! youtu.be/EPl4v_PjqhA?si…

@forjam64 @In2ThinAir exactly, not everything should be looked through the lens of a its conspiracy first perspective...

@bls0077 @In2ThinAir My kids are little but this seems like the obvious situation.

These images are STAGED! Tyler Robinson, 22 of Utah. Same exact look and pose and even CLOTHS in multiple pictures. This is VERY fishy and makes no sense at all. Why is he posing in his room for pictures like this? Who took these photos? This has Psyop written all oveit! It!

@forjam64 @In2ThinAir its obvious he never has! has little life perspective

@In2ThinAir Have you dropped a child off for their first semester of college?