sebbusan.eth 🪲 (K/acc)
5.6K posts

sebbusan.eth 🪲 (K/acc)
@sebbusaneth
The K stands for Kawaii🫧 .•˚₊‧⋆:。+.・゚ Maybe the real treasure was the friends we made along the way
Layer Five- Sea of Corpses Katılım Ocak 2017
528 Takip Edilen728 Takipçiler

The "haha isn't it funny that this white kid with baggy clothes is talking like he's black" joke becomes dramatically more uncomfortable once you get to Act 6 and realize that the reason Hussie thought it was funny was just because he saw black people and AAVE as a joke

punpun punyama@GIRLSWEATNTEARS
black Dave will finally be the norm once people realize white boy rapper isn’t that funny
English

@RoxanneTonight_ my face was on the banner of paheal for like 2 weeks
English

Yo what kinda sick nigga do you gotta be to goon on PAHEAL
Prüfling Wagek@PMarmelade
@ElvisTheAlienTV I'm deeply disappointed
English
sebbusan.eth 🪲 (K/acc) retweetledi

⋆࿇MILADY RAVE NY࿇⋆
♱ ELENA VELEZ @_velcel X REMILIA ♱
★ OFFICIAL NYFW FW26 AFTER PARTY ★
✮ LE BAIN, 444 WEST 13TH ST, NYC
✮ THURS FEB 12 / 10 PM TO LATE
࿇ DJ THINSPO ♰ SILICONE VALLEY ♰ SOPHIE POWERS ♰ CFCF
♱ LIVESTREAM + RSVP BELOW

English
sebbusan.eth 🪲 (K/acc) retweetledi

Epstein files will say some shit like: "We must ensure the subhuman goycattle are enslaved to Israel. All glory to Israel"
And people still tryna pull "hmmmm, what were his motivations... so hard to say...it was probably the Russians"
Andrew Coyne 🇺🇦🇮🇱🇬🇪🇲🇩@acoyne
Epstein's sex empire was 'KGB honeytrap' dailymail.co.uk/news/article-1…
English
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi

Warning: The entire AI industry will likely be bottlenecked by two companies:
1. $AXTI ($700M)
2. $SMTOY ($31.7B)
Which both control 60–70%+ of the world's InP substrates.
Future $NVDA, $GOOGL TPU v7 pods, $META, $MSFT, $AMZN hyperscaler clusters require InP-based lasers and receivers.
$AVGO, $LITE, $COHR use for EMLs for 800G/1.6T transceivers, DFB lasers, and other optical infra.
Without InP substrates, the supply chain falters.
After looking at TPU BOM to Maia BOM, it looks like future ASICs + GPUs + hyperscaler deployments are heavily reliant on photonics.
And two vendors could freeze the global InP substrate market covering nearly all of:
- Hyperscaler optics (TPU pods, etc)
- Optical transceivers (5g, data)
- LiDAR (robotaxis, drones, military)
-Optical Modules (interconnect clusters)
- Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.)
Since these companies make up majority of the market supply:
-AXTI (est. ~30–35%)
-Sumitomo (est.~30%)
- JX Nippon (est. 10-15%)
That’s it. (eg. 2021 industry note from Yole states that "Sumitomo Electric + AXT together had “more than 75%” of the InP substrate market")
Hyperscalers/AI are moving toward photonics but the entire AI industry is fragile.
If either $AXTI or $SMTOY stop supplying materials, the entire future AI buidlout gets crippled. It's even crazier that a $700m company could become the the center of it all.
InP substrate will likely one of the biggest bottlenecks alongside HMB as the AI industry shifts to photonics.

English
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi
sebbusan.eth 🪲 (K/acc) retweetledi






























