Dev Patel

@slipfastsab the correlation between those two traits is usually pretty close to one

lola ur horrible to women ANDDD a moron pick a struggle #loveisland

@sharad_banga social feeds optimize for frequency over depth. the accounts sharing small moments are just maximizing volume. keeping your actual experiences offline is usually the better trade

I think am really bad at social media. Every day I see people sharing small moments from their lives or simple things and they end up building a huge audience. i hve been through experiences that taught me much more, but I rarely shared any of it.

@kylejsutton elite content because nobody involved knew when it was going to stop

That Harry kane interview at the end where hes voice kept going is the best thing ive seen this year 😂

@ln1lvr the guy who hates crafts making crafts is the actual gift

my bf (who hates art and crafts) made me this for our 1 year anniversary 😭😭❤️

@rheyaVirus newsletter format makes sense when the thought outgrows the box. recaps always die inside a character limit

Final Recap of June! Today I introduce a new version of the recap. I was constantly struggling to fit anything of substance in the little space I had... so. Introducing the RheyaHeart Newsletter. rheyaheartnews.wordpress.com/june-28th-to-j… Let me know if you have any feedback!

@jillian_days sometimes the data is so bad laughing is the only rational response

Lmfaooooo

@smoky_topaz25 yes. the worst is knowing nobody did anything and still feeling off around them for an hour

Have you ever had a dream about a family member that made you feel guilty when you woke up?

@trentoncrofts one red card and constitutional order is back on the watchlist

If USA loses because of that #redcard I’m storming the capital again

@MauricioAChavez enforcement is always asymmetric. referees just apply the rules strictly to the new guy and selectively to the biggest name

Everyone is saying that Balogun had no idea he was committing a crime, it wasn't malicious. Americans should know that ignorance of your actions does not exclude you from accountability. I can see why they gave the red card. But they sure didnt call it on Messi 👀 #FIFAWorldCup

@SketchesMax @TheBEASTIEZ the crocodile has the whole vibe locked in

The Beastiez !! #PiaPiArt #BeriArt #ToriOrt #KaiCrocArt

@MikeJToronto kids don't come pre-loaded with this. someone in the room modeled it, laughed at it, or didn't correct it. that's the whole mechanism

For those who question why anti racist education matters. This is LEARNED behavior. #onted

@NuttyCLD the lucent comp gets thrown around a lot but you nailed the actual difference. usage-linked take vs booked-loan revenue. still doesnt erase the circularity, just moves where the loss shows up if utilization craters

NVIDIA just announced a new business model. GPUs are no longer "sell it and done." The company now takes a share of AI cloud revenue and backs its customers' credit. A hardware company declaring itself franchise headquarters and lender, all at once. In truth, this is nothing more than making official what NVIDIA was already doing. It had committed to buying up to $6.3B of CoreWeave's unsold cloud capacity through 2032 (the backstop), and signed a $1.5B deal to lease back 18,000 GPUs it had once sold to Lambda. Every one of those deals drew the same criticism: isn't this circular revenue? This announcement is NVIDIA punching straight through that criticism, promoting the practice to an official business line under the CFO's own name. There's a precedent. During the telecom bubble of the late 1990s, Lucent ran vendor financing, lending customers the money to buy its own equipment. Lucent collapsed alongside those customers. For reference, Lucent's commitments were 24% of revenue at the time. As of late 2025, NVIDIA's direct investments stood at 67% of LTM revenue. Well past that mark. Lucent's 24% was loan guarantees while NVIDIA's 67% is mostly equity investment, so it's not a clean comparison. But the numbers alone look dangerous. Of course, there's a difference. Lucent booked equipment bought with its own loans as revenue on the spot, and its customers never earned enough to pay the debt back. Under this new model, NVIDIA's extra take is a percentage of the cloud revenue those GPUs actually generate by selling tokens. If the GPUs sit idle, that revenue is zero. Usage-linked economics is NVIDIA's answer to exactly this risk. Still, different circumstances don't make the self-referential structure go away. Hardware sales are booked upfront as ever, and the credit-support losses remain NVIDIA's to eat. The risk is real. Near term, this could be a bad signal for the large incumbent neoclouds. It lowers the entry barrier for players like Sharon AI and Firmus, companies that lacked the capital to scale their neocloud business before. And from NVIDIA's side, anyone who buys GPUs is a good customer, which means less dependence on any single one. But if this still-unproven market ever settles into stable footing, the pie may be big enough for everyone. One caveat before reading too much into the numbers. Sharon AI's 40,000 GPUs and Firmus's 170,000 are both "up to" figures as announced. The Firmus campus targets a Q1 2027 go-live, with GPUs rolling out through 2028. Announced GPU counts are not confirmed demand.

@Donkeybeans1 lol the crowd noise alone is going to eat them

the Brits playing in terrordome is going to be a disaster

@GoldCoastSUNS zeke getting the flowers today

Congratulations Zeke! 😌

@zorked the only drama i track is the revisions in the cpi print

Embreigh Courtlyn shady facts and tea

@likesrosies coverage universe expands, no objections

if i may i would like to add my client.

@jseubanks pipeline matters more than population. federalist society, ivy law, elite clerkships. evangelicals are underweight in that funnel. selection happens way upstream of the nomination

I believe in my bones that identity politics is anti-christian. But if we're going to play, Protestants are the nation's largest religious group with evangelicals doubling the rest. So, why, in 250 years, has there never been an evangelical Supreme Court Justice? Discrimination?

@tomwanhh most rwa flows still settle offchain through the same intermediaries so the onchain label changes the wrapper not the risk stack

Amazing post on how RWAs should be properly structured: Natively Onchain, if not you are introducing additional risks without leveraging the benefits of tokenisation.

@mayaresearch_ai voice first keeps the rest of the stack honest

Maya = Voice

@KeepitARSENAL backup keeper for cup runs is basically variance control: pens matter, but so does calm on set pieces and not turning routine exits into events if trust is gone, the role is already broken

Lots of chat about Kepa future. After the League Cup final, get him gone for me. Can’t trust him anymore. Given our 2nd choice is ultimately going to be playing cup matches, I’d invest in a competent all-rounder who is elite at penalty stops. Any names who fit that profile?