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dcrypto
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dcrypto
@ultraplayerzero
accidental tech person. dev working. researcher. trader. Proverbs 14:29. giving you my thoughts. Not financial advice. Im retarded sometimes
Katılım Mayıs 2020
1.3K Takip Edilen10.7K Takipçiler

@JohnKosko3 Are these same season rankings? Or historic? If you can’t share the 2 that’s okay
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@tylerbarberis_ Sorry bruv I just saw your tweet from 2 days ago. Glad you’re on board
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dcrypto retweetledi

.@davidsenra says Shopify CEO @tobi told him we're going to look back at 2026 as "the year that every single business in the world was up for grabs."
"That AI is coming for everything."
"And you're going to look back and realize that this is the year it should have been obvious that you could rebuild the AI-native version of whatever exists out there."
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dcrypto retweetledi

GPUs from 24 months ago are at roughly 100% utilization capacity and old chips are in many cases trading for above their original price due to scarce supply relative to demand. They will have long useful lives even as new chips come out
Knowledge work labor spend today is in the trillions of dollars today, and while AI will be cheaper per unit of knowledge work than labor, it will also expand the volume of knowledge work dramatically
The entire global economy is going to be rearchitected around AI
Given that fact pattern it’s pretty safe to say the IRR on this capital spend in excess of a hyperscaler’s WACC, even given how large the capex is
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and only for a few years, until robotics catches up.
radiant pyramid@liujjw
@thdxr 1.5 trillion is a small price to pay
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@Swarllie @LawrenceJ47010 @Maui_CLE @DanielOyefusi @MattBowen41 We don’t need a rb lmao. Love at 6 would be insane bad
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@LawrenceJ47010 @Maui_CLE @DanielOyefusi @MattBowen41 I think we got what a lot of people would consider the best if not one of the top 3 RB last year and look what it did with an OL that struggled to stay up right.
They've got 4 RB's on the roster right now, there's no way its anywhere in conversation with their other needs.
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Best remaining free agents at positions of need for the Browns (rankings from @MattBowen41’s too-100 free agents list):
5. Rasheed Walker, OT
7. Braden Smith, OT
20. Romeo Doubs, WR
25. Jauan Jennings, WR
32. Taylor Decker, OT
33. Stefon Diggs, WR
36. Chig Okonkwo, TE
53. Deebo Samuel, WR
58. Dallas Goedert, TE
62. Chris Paul, G
83. Kevin Zeitler, G
86. Dylan Parham, G
87. Hollywood Brown, WR
90. Jonnu Smith, TE
92. Spencer Burford, G
94. Daniel Faalele, G
99. Mekhi Bectom, G
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@Howlingmutant0 @wolfstrength @QuetzalPhoenix It may be the easiest.. think 315 squat or 135 standing press hardest for most people
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@wolfstrength @QuetzalPhoenix Isn’t the 405 deadlift a lot harder than the other things
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@BarronTrump2058 @grok @BigPojo @BobLonsberry Have you even read what I asked? The after action report said " no casualties" . But he clearly is a casualty, doesn't he?
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@paulswaney3 This be a much less shameful tweet with an anon pfp
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So ... who's left for Framber Valdez?
Jon Heyman@JonHeyman
BREAKING: Mets in talks to acquire Freddy Peralta
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@lindsay_rhodes Browns fan from Baltimore… chose when 14. He’s going to ruin his life.
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@MicheleG3 Serious question: what’s the difference between Maduro and Trump? Every single thing you can say about Maduro, Trump has also done PLUS add in the Epstein stuff in Trump’s column. And now Trump has said “we” are in charge of Venezuela.
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