Kees van der Burgt
90.3K posts

Kees van der Burgt
@kees120954
Civil engineer retired 70 years old from Holland trading in options is mechanic so as a engineer can use my skills in trading options
Netherlands Katılım Haziran 2011
838 Takip Edilen1.7K Takipçiler
Kees van der Burgt retweetledi
Kees van der Burgt retweetledi

@ewaldeng Ai + militaire acties dat is de slechtste combinatie die er is kijk naar Gaza
Nederlands
Kees van der Burgt retweetledi

Paus snapt wel wat Nederlandse politici, pers en intelligentsia niet begrijpen: militarisering is het pad naar oorlog niet naar vrede....
nos.nl/artikel/261578…
Nederlands
Kees van der Burgt retweetledi

THIS IS INSANE 🚨
DeepSeek is now up to 50x CHEAPER than OpenAI and Anthropic for AI tokens.
DeepSeek’s latest permanent 75% price cut pushed some inference costs down to fractions of a cent per million tokens.
AI companies charge based on input tokens, output tokens, cached tokens and reasoning tokens.
1 BILLION output tokens costs approximately, $3,480 in DeepSeek, $30,000 in OpenAI GPT-5.5 and $15,000 in Claude Sonnet.
That’s why enterprises are panicking, A coding agent can burn millions of tokens PER DAY.
If 10,000 engineers each consume 10 million AI tokens per day, annual costs could range from just MILLIONS with DeepSeek to BILLIONS with OpenAI or Anthropic models.
Microsoft is reportedly cancelling most Claude Code licenses internally and pushing engineers toward its own cheaper GitHub Copilot tools instead, while Uber already used it's entire year AI budget by April due to heavy usage by it's engineers.
The smarter AI models become, the longer they think, the more tokens they generate and the more compute they burn.
Reasoning AI models secretly generate massive internal tokens before replying, meaning a visible 5,000 token response can actually consume 20,000 to 100,000+ effective reasoning tokens. That’s why OpenAI is pushing mini models, Google is pushing Flash and Anthropic is aggressively optimizing token caching.
The biggest problem with AI may not be how smart it is, but how expensive it becomes at scale. In the future, the winners may be the companies that offer good enough AI at the cheapest cost.



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Kees van der Burgt retweetledi

Kees van der Burgt retweetledi

China Begins Flooding The Market With DRAM And NAND Chips zerohedge.com/markets/china-…
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Kees van der Burgt retweetledi
Kees van der Burgt retweetledi

Short interest on US stocks is at multi-year highs:
Short interest in the median S&P 500 stock is up to 3.0% of market cap, the highest since 2012.
This is DOUBLE the levels seen during the 2020 pandemic.
By comparison, at the peak of the 2008 Financial Crisis, short interest in the median S&P 500 stock stood at 3.8%.
Furthermore, short interest among the most heavily shorted 10% of S&P 500 stocks is up to 8.0% of market cap, the highest since 2018.
Both metrics are now even higher than during the bear market following the 2000 Dot-Com Bubble burst.
Are markets setting up for a short-squeeze?

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❗️❗️🇺🇦 Ukraine has found a cheap weapon to defend against Russian attacks — the Ukrainian rebel complex Lima, developed by the defense startup Cascade Systems.
🔺 The system does not destroy targets, but instead disrupts their navigation. Lima creates powerful jamming fields that interfere with satellite signals. It imitates the satellite navigation signals used by Russian missiles, drones, and glide bombs, redirecting them to false coordinates. As a result, cruise and ballistic missiles, Shahed kamikaze drones, and bombs with pre-programmed coordinates in their guidance systems deviate to a different direction.
Video is generated by grok AI
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Kees van der Burgt retweetledi
Kees van der Burgt retweetledi

Beste @POL_Uden ik zag gisteren een scooter en quad met 80 tot 100 km voor het gemeentehuis langs komen om 15.50 net als vorig jaar
Ik heb nu stukje nummer HB70 + quad ik denk dat ik hem nu wel kan vinden om hem "aan te spreken" over zijn gedrag
Nederlands
Kees van der Burgt retweetledi

Is The Entire AI Boom Built On Fake Revenues? zerohedge.com/ai/entire-ai-b…
English
Kees van der Burgt retweetledi

Als je deze headlines aan het traden bent kan je net zo goed naar het casino gaan.
De 1h $NQ chart dames en heren 👀
Ga lekker naar buiten, enjoy some nature 🌿

Polymarket@Polymarket
NEW: Iran foreign ministry spokesman says a deal with the U.S. is “not imminent”
Nederlands

Moesten er knopen worden doorgehakt @kees120954 ?
NU.nl@NUnl
Politie lost waarschuwingsschoten bij aanhouding man met bijl in Ter Apelkanaal ift.tt/nAKQx3p
Nederlands
Kees van der Burgt retweetledi

BREAKING: Iran's Foreign Ministry now officially confirms that no Iranian nuclear commitments and uranium handover exist or will exist in any draft agreement with the US, calling all reports that claim otherwise a "pure lie," making further talks pointless due to the US insistence on this issue.
Based on that issue, the statement declares "we are not signing any agreement with the US" and "no one can claim we are close to reaching an agreement." Iran separately stated to Tasnim they are now on the verge of "cancelling" the negotiations completely.
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Kees van der Burgt retweetledi
Kees van der Burgt retweetledi

DURING THE DOT COM BUBBLE EVERYONE CALLED YAHOO THE SAFE BET
WHAT THEY MISSED YAHOO’S CLIENTS WERE THE DOT COM COMPANIES. THE ONES WITH NO PATH TO PROFITABILITY
THEY COLLAPSED, YAHOO COLLAPSED WITH THEM
SAME THING IS HAPPENING IN AI. EVERYONE RUSHING TO THE ‘SAFE’ INFRASTRUCTURE PLAYS. GPUS, CLOUD, APIS
BUT WHO’S PAYING THOSE BILLS? AI STARTUPS WITH NO REAL REVENUE, NO PROFITABILITY, AND A VC CHECK THAT WON’T LAST FOREVER.
FUNDING DRIES UP. DOMINOES FALL.
SO WHO ALL IS YAHOO THIS TIME? (YOU ALREADY KNOW)

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