Jay📖

please pair all constructive criticism with your favorite Mediterranean food recipe admonymous.co/jayluxeed

A thing underdiscussed in "permanent underclass" scenarios is, if true (and capitalism holds) the compan(ies) with AGI would be measured in Quadrillions The worlds largest company, Nvidia, is 4 trillion now If you have $10k in each of the leading companies you're probably fine

Chase is a frontier AI lab but y'all aren't ready for that conversation

I went to the Discount Builders store in SF and everyone knew who you were

700M tokens per second per gigawatt

...i continue to insist as i slowly shrink and transform into an avocado

chat.com redirects to chatgpt...

@Lizquidity hard assets (H100s)

you only have six months left to acquire hard assets and “escape” the permanent underclass because unlike every other social contract in this scenario the legal fictions backing your “ownership” will Absolutely be worth the paper they’re printed on

welcome to the dawn

In the world where AGI is achieved and we're all alive but UBI only for humans over the age of 65

@Rizwan_Ali @Taran Are they still selling? Would be able to get good buy in depending on terms

@Taran Just saw someone selling for 350B 100M size :/

Hearing anthropic secondaries are now 650b lol

when the market incentivizes short-term inefficiency

the hyperscalers are designing their own chips so they can bypass NVDA's 70% margins

yeah we're all mocking Microsoft Copilot now but before the year is out they'll have an "agents update" that'll be OpenClaw but secure the entire sector will be rerated when analysts figure out how much compute is required for a personal secretary for every human

Things are about to get reallllly fun

@crthpl_ won a 10% chance of a figgie set at the PYOL

@jayluxeed worth more than its weight in ram where the heck did you get that

who wants to play a game

@DaniloMenshikov poker for quants designed to teach the fundamentals of trading

@jayluxeed what's this, some obscure jane street created trick taking game?

Ooo The fun secondary lesson from this I fundamentally do not believe I am financially okay

I have learned a very important lesson I am much better at trading other people's money than my own

@crthpl_ yes

@jayluxeed so we just swap our capital to invest for higher returns