Sabitlenmiş Tweet
Meanwhile bubble bros are still running $NVDA v. $ CSCO comps. Don’t fight the secular intelligence theme.
U.S. Department of Energy@ENERGY
AI is the next Manhattan Project, and THE UNITED STATES WILL WIN. 🇺🇸
English
DoubleJ
2.4K posts
DoubleJ
@jjames604
🇨🇦🏴🏴Economics|Investments|Technology|Canucks|LFC|Coffee|$ETH|$BTC|My own opinions.
Vancouver, British Columbia Katılım Ocak 2009
1.6K Takip Edilen277 Takipçiler
Do people hate Arsenal that much that they want city to win?
English
"But AI is similar to enriched uranium, right?"
Right? Right?
Next time you’re debating AI with CEO of the most consequential AI companies in the world, you can just define AI however you like then come to some conclusions based on your own definition.
This kind of logic is incredibly annoying because the other side doesn’t even know where to start correcting you.
Tony Jacob | FindaClip.com@tonjkb
Jensen calls Dwarkesh's AI comparison to North Korean nukes lunacy Calls the enriched uranium comparison lousy "Dario had this quote where he said, it's like Boeing bragging that we're selling North Korea nukes, but the missile casings are made by Boeing. And that's somehow enabling the U.S. technology stack. Like fundamentally, you're giving them this capability." "Comparing AI to anything that you just mentioned is lunacy." "But AI is similar to enriched uranium, right? And then it can have positive uses. It can have negative uses. We still don't want to send enriched uranium to other countries." "Who's sending enriched uranium?" "The analogy is enriched uranium." "Because it's a lousy analogy. It's an illogical analogy." "But if that compute can run a model that can do zero-day exploits against all American software, how is that not a weapon?" "First of all, the way to solve that problem is to have dialogues with the researchers, the dialogues with China, and dialogues with other countries to make sure that people don't use technology in that way. That's a dialogue that has to happen. Okay. Number one. Number two, we also need to make sure the United States is ahead. Everything that Vera Rubin, Blackwell is available in the United States in abundance. Mounds of it, obviously, our results would show it. Abundance, tons of it, tons of it. The amount of computing we have is great. We have amazing AI researchers here. It's great. We ought to stay ahead. However, we also have to recognize that AI is not just a model, that AI is a five-layer cake, that AI industry matters across every single layer. And we want United States to win at every single layer, including the chip layer. And conceding the entire market is not going to allow United States to win the technology race long-term in the chip layer, in the computing stack. That is just a fact."
English
🚨 Arne Slot on his future: “I have said many times I feel a lot of support from the owners as from Richard Hughes and Michael Edwards as well”.
“As weird as it might sound, I also feel the support of the fans”. 👀
English
BNN Eric Nuttall:
We are experiencing covid inverted with Oil.
This is the largest supply loss in history.
$177 Oil is looking likely.
We have a planned trip to Italy this summer but 20-25% of flights will be cancelled due to loss of jet fuel.
Energy investors need to avoid the day to day.
2027 strip is $70 and we think $80 is realistic.
80-90% upside in Canadian Oil names if we see $80 Oil for 2027.
The world needs more Canadian Energy.
English
@BradWestPoCo Dismissing downgrades as noise is easy when it’s not your balance sheet…harder when you realize that attitude is why the balance sheet keeps deteriorating. whatever happened to being a fiduciary?
English
I had a convo today (with a municipal councillor, no less) where BC’s 5th consecutive credit downgrade was brushed off as a nothing burger, just the opinion of financial firms.
That misses the point, because this isn’t about who’s saying it. It’s about what it means.
But it did get me thinking that we need to be clear about the actual impact for real people.
In simple terms: lenders see our province as higher risk, so we pay more interest to borrow.
And when interest costs go up, more of your tax dollars go to servicing debt…
and less goes to the things people actually rely on: healthcare, schools, infrastructure, childcare, public safety, etc
Every dollar spent on interest is a dollar not spent on you. That’s not politics…that’s called math.
And my point to my colleague was simple: if you care about strong public services, and especially if you want to see more of them as I do, this should matter to you most.
Bloomberg@business
British Columbia, the western Canadian province that once boasted a top AAA credit rating, was downgraded by S&P for the fifth time since 2021 bloomberg.com/news/articles/…
English
Just became $MU shareholders for the first time 🤠
English
Risk/reward seems attractive:
Token consumption accelerating, GPU per hour rental prices going vertical and Tech valuations are broadly below their Covid and Deepseek lows.
Some high quality secular growth names are at mid single digit multiples on real 27/28 numbers.
English
@Julianpetroulas "Hyperinflation" feels like a reach. Higher and stickier inflation if this continues? Much more plausible. big difference...
English
@Mr_Derivatives Reads like panic masquerading as commentary. Step away from thin liquidity and let adults handle the tape
English
BREAKING: Avi Lewis winning SPEECH
YOU WILL OWN NOTHING AND BE HAPPY 😃
English
Always surprised that the Sunday night futures are down so little with no deal in sight. Down .50. I figure the big gunners will come in and take them down to 1.5% before we go to sleep
English
REPORTER: “People are saying that the UFC should be paying artists instead of using generative AI.”
DANA WHITE: “Give me a f**king break. AI is coming and if we're using AI, who gives a sh*t? … Shut the f**k up and watch the fights.”
English
@TMTLongShort Great analogy. if nothing else, it keeps the left tail from getting creative
English
The reason I consistently post my mental gymnastics around this admin instead of just going back to what actually pays the bills (tech investing) and acceding that the admin is retarded is that I deeply believe if there is a single individual in a group that is high-IQ and opinionated (Bessent) it doesn’t matter how bombastic Trump is every high-level policy meeting will have Bessent piping up on why an idea is retarded.
That effectively sets a floor on how retarded the strategy can be. Dumb people can still recognize when someone is smarter than them.
If Bessent left the admin I’d just mea culpa and give up decoupling. Until then I look at this as similar to when there is a midwit boomer PM and a savant analyst. The PM will still make a lot of mistakes but the thesis behind each position will be highly complex because simple dumb ideas don’t survive first contact with someone high IQ.
English
🚨 | BREAKING : ARNE SLOT 🇳🇱
Arne Slot is expected to CONTINUE as the Liverpool FC head coach for the remainder of the season, as things stand! 🇳🇱🚨🔴#LFC
Liverpool FC hierarchy are NOT convinced by the idea of SACKING Arne Slot, and hiring an interim head coach until the end of the season right now. ❌️🇳🇱
Sacking a Premier League winning coach and hiring an interim, while the club are still competing in the UCL QF against Paris Saint-Germain is NOT considered by the club's hierarchy. ❌️🤝🏻
The club’s hierarchy want to give Arne Slot time to change the situation, as they still consider Arne Slot as the best man for Liverpool in the long-term. 🔑🔴
Liverpool FC will make a decision on Arne Slot’s position as the club’s head coach after the end of the season, as things stand. ❌️🇳🇱
English
@beffjezos Keep the hopecore flowing. turns out belief in solutions is mildly contagious to the next gen.
English
Hopecore heroic competence-maxxing sci-fi is the e/acc movie genre
IGN@IGN
Project Hail Mary is the latest in a line of 'hopecore' space movies that also includes The Martian and Interstellar. bit.ly/4uC96Wp
English
@lamps_apple Weinstein’s the classic case of brilliance overfitting…everything reduces to physics, and anything outside that frame just doesn’t count
English
"Elon is very mysterious in a way that somehow nobody seems to notice. One of his slogans is, Ad Astra, to the stars, but you can't get to the stars using SpaceX because it's a chemical rocket company. So what the heck?
He's not investing in physics, he was going to go into a physics grad school and he has a physics BA, so there's something very very strange about Elon, which is that he's focused on getting to the stars, he doesn't seem to have any interest in physicists, and he has a chemical rocket company. What's going on? His real space company, I think, is not SpaceX, it's xAI, it's Grok.
Look at the logo for Grok, I think it's like a black hole profile. Look at its slogan, to understand the universe. I think he's given up on the corruption of science.
He keeps talking about the fact that he doesn't like the term researcher, he believes only in engineers. He's constantly really running down scientists. I don't think he doesn't believe in scientists, I think he thinks that science has gotten corrupted and he doesn't want to deal with it.
I think what he's doing is he's building Grok to do science in a time when humans are too corrupt to be truthful and real."
😮👀
Apple Lamps@lamps_apple
English
@scaling01 “this is dumb” vs “we’ve modeled the cost curve and it improves with scale”. What do SpaceX engineers know though?
English
datacenters in space are silly
100kW isn't even enough to power a single GB200 NVL72
but sure let's spend 100 million just for launching the damn thing, while on earth you could buy like 30 GB200 NVL72 for that price
Aaron Burnett@aaronburnett
There it is the first AI Sat concept with solar panels & radiators to scale … 100kw scale.
English