WEF Chad

5.3K posts

WEF Chad

WEF Chad

@tweetmaster153

Katılım Şubat 2011
563 Takip Edilen20 Takipçiler
Ste Howarth 🚜
Ste Howarth 🚜@SteHowarth3·
@tweetmaster153 @SamJRushworth We had 10 years left 30 years ago. Can you tell me, as a 1st world industrial nation, why were paying 5× more for our energy as almost everyone else?
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WEF Chad
WEF Chad@tweetmaster153·
@SteHowarth3 @SamJRushworth Green taxes? Which ones did Labour introduce? You realize we have like 10 years of gas left in the north sea and would eventually be forced to rebuild the grid to accommodate alternative forms of energy, or import 40% of our gas via LNG ships.
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WEF Chad
WEF Chad@tweetmaster153·
@SteHowarth3 @SamJRushworth Trump bomb Iran, Iran cut gas supply off, gas price doubles, our bill increase, labour removed two net zero taxes from bills so without the increase in gas prices we would have lower bills
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darin morris
darin morris@darinmorris191·
@Mollyploofkins 99%! Is that Canadian economy being so bad their middle class can’t afford the cross boarder two week vacation anymore
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WEF Chad
WEF Chad@tweetmaster153·
@SamJRushworth Sam, keep fighting the good fight, it's based that you're even engaging with these brainlets, you are of course, correct, and no one has any real argument!
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WEF Chad
WEF Chad@tweetmaster153·
@SteHowarth3 @SamJRushworth Because the price of gas has increased which has nothing to do with labour, All labour have done since getting in power is lower the energy bill you pay
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Ste Howarth 🚜
Ste Howarth 🚜@SteHowarth3·
@SamJRushworth But bills are 300 higher, despite Starmer saying not a penny more. You're all charlatans.
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Donald Tusk
Donald Tusk@donaldtusk·
Long live the Polish-British alliance! The Northolt Treaty has been signed.
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WEF Chad
WEF Chad@tweetmaster153·
@OO51HAR @Ed_Miliband Because they need the energy to power new infrastructure and factories, we don’t need more energy Their fastest growing energy generation is solar and wind. And if we didn’t start net zero we would be increasing our energy bill by 40% instead of 13%
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Simon
Simon@OO51HAR·
@Ed_Miliband You should face charges of treason for this NetZero insanity. Every 9 months China increases their co2 output by more than the total annual UK output. They wipe out our NetZero effort every 9 months! You know this so there can be no other conclusion. Treason!
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Ed Miliband
Ed Miliband@Ed_Miliband·
1/ The rise in the price cap because of a war we did not choose is deeply unwelcome news for households across the country. We know people were under pressure before this crisis, and that’s why easing that burden is our number one priority.
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WEF Chad
WEF Chad@tweetmaster153·
@teortaxesTex Do you use a custom system prompt when feeding it tweets?
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Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)
I'm too young to know why "Tibetan theocracy is based and awesome and legitimate" is such an unquestioned staple in our global culture that believes theocracies except Vatican can be bombed at will. Wtf is a "Dalai Lama"? Why is he treated as some symbol of enlightenment?
Khedroob Thondup@KhedroobT

China is an atheist country. The CCP has no religion. So China has no right to choose the next Dalai Lama. It should free Tibet and the Tibetan people. Very simple we are not Chinese nor were we ever part of China. For 67 years you have misruled Tibet.The Tibetan people want out

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WEF Chad
WEF Chad@tweetmaster153·
@scaling01 @AndrewCurran_ How constrained are Openai? Like 1-2 weeks ago they were throwing usage resets and offering companies a month free of chatgpt.
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Lisan al Gaib
Lisan al Gaib@scaling01·
@AndrewCurran_ the compute/profitability crunch is hitting everyone cutting cost at every corner
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WEF Chad
WEF Chad@tweetmaster153·
@Nicky22071990 @billiceberg @Keir_Starmer in the past year lol, look from when we started having this mass immigration, its way lower. And the increased rapes is from different reporting standing, if you believe the UK is the worst country in the world for rape, you might be retarded
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Keir Starmer
Keir Starmer@Keir_Starmer·
Net migration has fallen 82%. I promised to restore control to our borders. My government is delivering. I know there’s more to do, we’re introducing a skills-based migration system that rewards contribution and ends our reliance on cheap overseas workers.
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WEF Chad
WEF Chad@tweetmaster153·
@topic_the88188 @OInspires @infodexx Who's they? you mean individual actors who didn't work together to cover up crimes but mostly just ignored, didn't believe or didn't want to be seen as racist.
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Infodex
Infodex@infodexx·
The World’s Most Disliked Country : 2000 ⟶ 🇮🇶 Iraq 2001 ⟶ 🇮🇶 Iraq 2002 ⟶ 🇮🇶 Iraq 2003 ⟶ 🇮🇶 Iraq 2004 ⟶ 🇰🇵 North Korea 2005 ⟶ 🇰🇵 North Korea 2006 ⟶ 🇮🇷 Iran 2007 ⟶ 🇮🇷 Iran 2008 ⟶ 🇮🇷 Iran 2009 ⟶ 🇮🇷 Iran 2010 ⟶ 🇮🇷 Iran 2011 ⟶ 🇮🇷 Iran 2012 ⟶ 🇮🇷 Iran 2013 ⟶ 🇮🇷 Iran 2014 ⟶ 🇰🇵 North Korea 2015 ⟶ 🇰🇵 North Korea 2016 ⟶ 🇰🇵 North Korea 2017 ⟶ 🇰🇵 North Korea 2018 ⟶ 🇰🇵 North Korea 2019 ⟶ 🇰🇵 North Korea 2020 ⟶ 🇨🇳 China 2021 ⟶ 🇨🇳 China 2022 ⟶ 🇷🇺 Russia 2023 ⟶ 🇷🇺 Russia 2024 ⟶ 🇷🇺 Russia 2025 ⟶ 🇨🇳 China 2026 ⟶ 🇮🇱 Israel
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Oscar Inspires
Oscar Inspires@OInspires·
@infodexx U.S, Israel and the U.K are the most dislike countries in the world right now
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WEF Chad
WEF Chad@tweetmaster153·
@billiceberg @Keir_Starmer Hey, how come the murder rate in the uk is like at a historic low in the past 50 years with all this mass migration? Were white brits more violent?
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Lee Kuan Yimby 🇺🇸🇺🇦🇸🇬
@Keir_Starmer This is Henry Nowak, he is part of your out migration statistic along with other Brits, because you continue to allow people to come in, like the one who killed Henry in cold blood.
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Kap
Kap@AustrianEcon201·
@jukan05 Is no one going to question the most obvious question… Why are we spending $100’s of Billions on AI infrastructure if it is free? Let me rephrase. It cost me $0 to download and write code off Gemini now. $0 …. free
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Jukan
Jukan@jukan05·
GF Overseas Electronics & Communications CoreWeave Initiation: Riding the AI Infrastructure Supercycle We initiate coverage with a Buy rating and a US$162 target price. Leveraging its first-mover advantage in GPU deployment, pure-play focus on AI workloads, industry-leading operational efficiency, and long-term supply agreements with leading AI cloud customers, CoreWeave is well positioned to become a long-term core beneficiary of the AI infrastructure boom. We are bullish on five core drivers: 1. AI compute demand continues to accelerate. 2. The company’s remaining performance obligations provide strong support for 2026–2027 revenue expectations. 3. Debt financing costs continue to decline. 4. Large long-term contracts are gradually entering maturity, driving an inflection in profitability. 5. Rising GPU rental prices are improving the profitability of newly signed contracts. Looking back, CoreWeave’s share-price moves have largely been driven by the signing of large contracts. We believe the next key catalysts will be new contract wins, or further disclosure of the scale of the Anthropic order. We forecast CoreWeave’s 2026/2027/2028 revenue at US$12.3bn / US$25.6bn / US$39.6bn, respectively, with adjusted EBITDA reaching US$7.6bn / US$14.2bn / US$18.8bn. Our US$162 target price is based on 10x 2028E EV/EBITDA. AI data centers remain in a high-growth cycle, creating a vast market opportunity for neoclouds 1. Driven by exponential growth in token consumption, global AI data center power capacity is expected to reach 283GW by 2030. Due to cash flow constraints and capex limitations, the top five global cloud providers are expected to self-build only around 53% of incremental compute capacity. After deducting compute capacity built by enterprises and sovereign AI projects, the TAM for neocloud service providers from 2026 to 2030 could reach as much as US$1.7tn. 2. OpenAI and Anthropic have disclosed AI compute center buildout plans of more than 20GW and 10GW, respectively. CoreWeave is currently the only neocloud provider that has signed long-term agreements with both companies. Orders from OpenAI, Anthropic, Meta, and Microsoft are expected to contribute 60% / 56% / 47% of CoreWeave’s revenue in 2026/2027/2028, respectively, providing extremely strong earnings visibility. Profitability is better than expected We expect the company to turn profitable in 2028. 1. Most large contracts are currently still in the early construction and initial billing stages. As projects enter stable monthly billing and later commercial phases after contract completion, the pace of revenue recognition should accelerate significantly. 2. New orders signed in 2026 are expected to account for around 40% of current remaining performance obligations. Benefiting from continued increases in GPU rental prices, once these orders formally enter the monthly billing stage, they should lift the company’s blended ASP by around 20%. 3. CoreWeave’s financing costs continue to fall. The latest DDTL 4.0 interest rate is SOFR + 2.25%, down sharply from the rates on DDTL 1.0 / 2.0 / 3.0 of SOFR + 9.62% / +4.25% / +4.00%, respectively. $CRWV
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WEF Chad
WEF Chad@tweetmaster153·
@TheStalwart Am i the only one that thinks it seems like OpenAI have abundant compute available and that this is bearish as fuck
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
"Customers can choose 1-3-year commitments, with discounts that increase based on annual commitment. Guaranteed Capacity includes certainty of access to compute based on spend levels, and customers can draw down from this commitment across the portfolio of OpenAI products."
OpenAI@OpenAI

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. openai.com/guaranteed-cap…

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WEF Chad
WEF Chad@tweetmaster153·
@JohnDoe34631032 @teortaxesTex Europe avoids ww3 with their ally because they know it could all change in 3 years. You're right, maybe they should sever ties completely
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chess pieces
chess pieces@JohnDoe34631032·
@tweetmaster153 @teortaxesTex It's a bigger flex that the US can humiliate Europe in order to get them to do their strongest resistance possible only for them to cave easily anyway.
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