KMS Ghost
2K posts


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.

Hedgeye@Hedgeye
Americans now use Chinese AI models more than US-made ones.
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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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I’m sorry but the marching orders are to protect BC by and I quote “all means necessary”
RGF@rgfray1
Kirk Minihane goes after @stoolsalesguy (and Chickenfry)
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@nickysmokess @stoolsalesguy Gaz telling people in the office Kirk should off himself. Well fuck you too!
GIF
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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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@rgfray1 @stoolsalesguy Minihane's lunch time request to his mom upstairs in the kitchen after yet another podcast that no one listened to....

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@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.
GIF
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New YouTube video, @kirkmin Calls Out @BChickenfry Over Dumb Erika Kirk Comments
Watch here: youtu.be/bRZgJqjv6FY?si…

YouTube
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Dying at 71 with just a $1.5M net worth (despite a $174k+ salary, no wife, and no kids) is all the confirmation you need that this guy had no business making decisions for the rest of us.
New York Post@nypost
Lindsey Graham had among the lowest wealth in Congress despite a lifetime at the center of power trib.al/ZyutBzu
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