KMS Ghost

2K posts

KMS Ghost

KMS Ghost

@kms_ghostt

Katılım Ekim 2023
97 Takip Edilen68 Takipçiler
TrendSpider
TrendSpider@TrendSpider·
BREAKING: Michael Burry has disclosed updated positions. He: -Added to DraftKings $DKNG long -Added to Nvidia $NVDA puts -Sold half of his $ORCL puts Burry did NOT close his Oracle short position completely, despite reports.
TrendSpider tweet mediaTrendSpider tweet mediaTrendSpider tweet mediaTrendSpider tweet media
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Oguz Erkan
Oguz Erkan@oguzerkan·
Hyperscalers will be the ultimate winners of this. Here is how this will likely play out: As model capabilities plateau, more of the spending will shift to cheaper models. This will hit frontier labs like OpenAI and Anthropic. Enterprises will use Chinese models through American cloud providers. These cloud providers will make the margins. Frontier labs will stop attracting investment as their economics won’t work, thus frontier progress will stall. Hyperscalers like $MSFT, $META, $GOOG, $AMZN will make equivalent of those cheap AI models by distilling SOTAs in the same way. Enterprises will prefer American models if the cost/performance is the same. Thus, hyperscalers will become vertically integrated AI giants, expanding their margins on every inference token. Infrastructure wins.
Oguz Erkan tweet media
Hedgeye@Hedgeye

Americans now use Chinese AI models more than US-made ones.

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KMS Ghost
KMS Ghost@kms_ghostt·
@chamath Yeah, and Trump’s tanking the market because the people that voted for them don’t own stocks shut your fucking hole
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Chamath Palihapitiya
The math ain’t mathing. What this shows is that you can now spend $0.50 per 1MM leading edge tokens or spend $56 for those same 1MM tokens. 🤔
Chamath Palihapitiya tweet media
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KMS Ghost
KMS Ghost@kms_ghostt·
@Owennfa I guess better off pissing rent money away every month for 30 years
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Owen
Owen@Owennfa·
My dad tried to sell his house last month. Appraised at $450,000. Realtor commission: $27,000. Capital gains tax on the appreciation: $80,000. Closing costs: $12,000. He clears $331,000 after 30 years of payments. He bought it for $120,000 in 1995. The house appreciated. The government called it income. He can't downsize because smaller houses cost almost the same. He can't stay because maintenance is killing him. He's trapped. The house isn't an asset anymore. It's a tax liability. Congratulations on your wealth. The IRS wants their cut.
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House of Fonz
House of Fonz@Houseofpain85·
Like clockwork, episode stinks , Kirk’s getting absolutely destroyed . Step 1 Kirk tweets out this was fun . Step 2 all the main cucks have to tweet out this is awesome! Step 3 Kirk’s retweets the same cucks . Same shit minihane
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Nicky Smokes
Nicky Smokes@nickysmokess·
I was told Beach House isn't happening because "the girls at the company don't want to do it" PERFECT @stoolsalesguy I'm sure there's thousands of IG girls that would be lined up to do the show and bring far more drama.
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KMS Ghost
KMS Ghost@kms_ghostt·
@kirkminshow @kirkmin @BChickenfry In tip top shape, why are we waiting until January? Chicken fries gets the open invitation but doesn’t have the balls to face the king.
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VintageLaxBrand
VintageLaxBrand@LaxBrand·
This is what we did in the 90’s and I wouldn’t change a thing!
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Carolina Chaos
Carolina Chaos@PLLChaos·
hiltzys best game of the season so far‼️ 2 goals and 2 assists 🚨
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