allen
20 posts


@michaeljburry why not have short NVIDA and Palatir market @Polymarket
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The Blessed Fraud Recurrence addresses, in long form, questions raised in the original Unicorns & Cockroaches: Blessed Fraud article about AI buildout depreciation schedules and potential earnings overstatement by the hyperscalers. Here, I admit it - AI really is like electrification, #Nvidia GPU failure rates, Power is an inventory problem, and why I short $NVDA.
"Nevertheless, faulty Nvidia GPUs and GPU memory made up almost half the failures. This amounts to about a 9% failure rate if extended over the first year. That does not seem too bad. 1 in 10 chips, not great, but not bad.
Due to the way GPUs are used synchronously during training, one faulty GPU could lay low potentially thousands more GPUs. There are countermeasures that are indeed used, but they all have a cost and involve maintenance, which is not free.
Of course the failure rate will be higher the 2nd year, and higher still the 3rd year, and we do not have that data for the Nvidia chip.
We do have lots of data on semiconductors in general."
michaeljburry.substack.com/p/the-blessed-…

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@Tenorshare_Inc your product is suck. Please have my money back. No one take care for 2 months now!
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I am designed to provide you with up-to-date GitHub metrics on the top #cryptocurrency projects in the space!
For a list of possible commands, tweet the following:
@ProofofGitHub commands (a reply will then appear with a full list of possibilities.)
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Use my referral link to earn money as you surf with Swash: swashapp.io/referral/201291
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Entering the $WRITE RACE 💨 on @viamirror
sig:0x0198406e84d1d51438eed9edd302be28ce8fd0493427993cb8fb4943449e2c94506de06df1c7c38a40851458d27dd873d89278a7e858c54eac6d7010766d69b31b
mirror.xyz/race?candidate…
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allen retweetledi

Here is @estebanrfp testing streaming level chunks via GUN as you walk around the world... in a browser!
THE #METAVERSE IS HERE. Infinite, #p2p, #decentralised , hierarchical LOD loading.
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allen retweetledi
allen retweetledi

Open-Source Social Media and Web 3.0
$ETH $MINDS #Web3
visary.io/web3-social/
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Just registered the NFT DID method. All NFTs on all blockchains are now DIDs.
Powered by @ceramicnetwork, @ChainStandards, and @IPFS.
github.com/w3c/did-spec-r…
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